Setting up Program Progress Tracking (Progress tab)
You can enter a start date and planned completion dates for a program by manually entering the dates, or by linking the program to the project or shell schedule sheet. To use the Schedule Manager options, a schedule sheet must be defined in your project or shell. As changes are made in the Schedule Manager, they will automatically change the progress indicator in the Progress tab.
Progress indicators linked to the schedule are:
- Start Date
- Planned Completion
- Revised Completion
To track the progress of a program manually:
- Go to the Company Workspace tab and switch to Admin mode.
- Click Programs in the left Navigator.
- Select a program from the log and click Open. The program properties landing page opens.
- Click Open to open the Program window.
- Click the Progress tab.
- Complete the fields. See the following table for details.
- Click Apply to save the changes, or OK to save and exit.
In this field: | Do this: |
---|---|
Start Date | Choose one of the options: Manual: Manually enter the project or shell start date by clicking the calendar icon. From Schedule Manager: Click the selection list and choose a data column from the list (for example, Program Start Date). The Program Schedule Sheet must be created and setup before selections become available. |
Planned Completion | Choose one of the options: Manual: Manually enter the project or shell start date by clicking the calendar icon. From Schedule Manager: Click the selection list and choose a data column from the list (for example, Program Due Date). The Program Schedule Sheet must be created and setup before selections become available. |
Revised Completion | Choose one of the options: Manual: Manually enter the project or shell start date by clicking the calendar icon. From Schedule Manager: Click the selection list and choose a data column from the list The Program Schedule Sheet must be created and setup before selections become available. |
Notes | Program notes can be anything that the Administrator feels is relevant to share with other Project or Shell Administrators. This note is not displayed on the Summary or Home Page. |
Last Published Friday, February 2, 2024