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Suppose you allocate to your customers 3 of Activity A/month and 5 of Activity B/month. How do you keep track of what you've allocated and what they've used every month?

Something that is going to show me this on the first of the month:

                   Activity A          Activity B
Customer Lily          3                  0
Customer Chuck         3                  5
Customer Francis       3                  5

and this in the middle of the month, etc:

                Activity A          Activity B
Customer Lily          3                  5
Customer Chuck         1                  4
Customer Francis       1                  2

So I know what they've used and how many are remaining.

What is the terminology used to describe this "activity tracking"? What best-practices are recommended for doing this efficiently?

  • how's that? a bit open-ended, but maybe it fits the bill? – april26 Jun 11 '14 at 16:34
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    I don't agree this is a software recommendation question- however it is not a project management question either and is therefore out of scope on PM:SE. It is hard to see how any answer to this would be better than: "Manually keep track of what customers have used by keeping notes, possibly in paper files or in a spreadsheet". But that is nothing to do with Project Management... – Marv Mills Jun 11 '14 at 19:11
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    This question appears to be off-topic because it is about order tracking not Project Management – Marv Mills Jun 11 '14 at 19:12
  • What are these "activities?" Is it resources on a project, tasks in a process, or what? Even with the edits, I'm not sure how this relates to project management. – Todd A. Jacobs Jun 11 '14 at 22:14
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    On a separate note, you get brownie points for engaging the community and trying to improve the question. Whether it's closed or not, I hope you continue to find PMSE a valuable resource. – Todd A. Jacobs Jun 11 '14 at 22:29
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Welcome to PMSE! Focusing on your question:

What is the terminology used to describe this "activity tracking"? What best-practices are recommended for doing this efficiently?

I strongly believe all terminologies and best-practices you need will be answered by ITIL, as ITIL is a set of practices / best practices to make IT services fit business needs.

On your specific question, you might want to check the ITIL Service Operation process, as your project is already built and being maintained. There are plenty of softwares out there to help tracking requests, but, as mentioned before, PMSE isn't the right place for software recommendations.

Regarding how to make such activities more efficient, you can also check out the ITIL Continuous Service Improvement process.

Hope this helps. Success!

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