Set up project progress tracking (Progress tab)

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Set up project progress tracking (Progress tab)

The Progress tab of the Project window helps you track the progress of your project. You can manage milestones and project phase from this window. This information is displayed on the Progress pane of the Project landing page. This means a project administrator can quickly view the current status of a project and make modifications as necessary. Project Phase can affect other modules such as triggering when certain workflows or documents become available.

The Progress tab can be linked to the Project Schedule Sheet. By setting up the Project properties to integrate with the Schedule Manager, changes in the schedule manager will automatically change the progress indicator in the project or program Progress tab. (The Schedule Manager is referenced.)

The Project Phase can be set manually, or can be maintained manually (see"Setting Up Gates".)

To set up project progress tracking

Open the Progress tab of the Project or Template window.

Complete the tab as described in the following table.

Click Apply to save changes, or Ok to save and exit.

In this field:

Do this:

Start Date

Choose one of the options:

•

Manual: Manually enter the project start date by clicking the calendar icon.

•

From Schedule Manager: Click the selection list and choose a data column from the list (for example, Project Start Date). The Project Schedule Sheet must be created and setup before selections become available.

Planned Completion

Choose one of the options:

•

Manual: Manually enter the project start date by clicking the calendar icon.

•

From Schedule Manager: Click the selection list and choose a data column from the list (for example, Project Due Date). The Project Schedule Sheet must be created and setup before selections become available.

Revised Completion

Choose one of the options:

•

Manual: Manually enter the project start date by clicking the calendar icon.

•

From Schedule Manager: Click the selection list and choose a data column from the list The Project Schedule Sheet must be created and setup before selections become available.

Design Complete

This indicates the percentage of the design phase that has been completed. Enter a value.

Construction Complete

This is the percentage of the construction phase that has been completed. Enter a value.

Notes

Project notes can be anything that the Project Administrator feels is relevant to share with other Project Administrators. This note is not displayed on the Summary or Project Home Page.

Status

Chose from one of the three statuses.

Project Phase

If you are manually managing project phases, you can choose from this list for template and projects. If you are using Gates, this list may not be applicable.

Project Phase is a system-defined Data Definition that is pre-filled when the company is created. You can update this list by navigating to Data Structure Setup>Data Definitions>General and add new values to the Data Set list.

Note: Project Phase is associated with Files and Folders in the Document Manager. Files and Folders can be given a Phase Property. Then, the only Folders and Files that will show in the DM are those folders without a Phase Property or one that matches what is set in Project Setup.

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