Tracking progress of tasks and Waterfall projects (Gantt)

ITM Platform gives you the tools to report and monitor the progress of tasks in a project. Task progress will be used to compute the calculated progress of summary tasks and the project’s total progress.

Before continuing, let’s define two similar but not equal concepts:

  • Progress of a task, a summary, or a project (also referred to as percentage completed) is a percentage that represents the actual progress ratio. Thus, 0% will indicate that it has not been started, and, in general, 100% indicates it has been completed. You can mark tasks and projects as completed without reaching 100%.
  • Progress report of tasks and projects offers additional information. It includes an assessment (configurable values list), a description, the percentage completed (progress), and a progress report date.

The progress value represents its real progress and is generally reported by the task manager or the project manager.

The progress of the task is not caclulated by the actual consumption of estimated hours. The hours invested in the task do not necessarily represent the actual progress of the task.

Who can report the progress of a task?

Usually, it is the task manager or the project manager, although users with Full Access permission can make changes without necessarily having to be assigned to the project.

Where can you report progress on tasks?

There are three places from which a user can report progress: Timesheet, Task Tracking section, and the Gantt.

It is possible to track in an automated way from another application using the API.

Tracking from the timesheet

Task managers will see a “progress” icon on the timesheet that will allow them to create a progress report.

Tracking from the “Task” tab

The tasks have several sections of information, one of them being “Progress”, where you will see a tracking history as well as the possibility of adding a new one.

Progress Report from the Gantt chart

In the Gantt chart, there is a “% Completed” column that can be edited by the project manager.

When saving, a progress report will automatically be generated for each task. Progress of summary tasks will be updated following the calculated progress method configured in the project. If the option is checked, a project progress report will also be created.

Progress Report section

In the Progress section of the project, you will have access to the following metrics:

  • % Completed: represents the progress created by the project manager, either manually or automatically.
  • % Expected today: represents the progress that the project should have reached today, based on its duration.
  • Baseline – % expected: represents the progress you would expect from the active baseline.
If you did not set a baseline, this data will not be reflected in any of the charts.

In this section you will also find:

  •  “Add a progress report” button, the option to report progress manually
  • “View History” button, that allows you to access previous progress reports
  • “Description of current status” section shows last report description
  • The “Earned Value” button will show you the project’s Earned value analysis

 

Other related articles in the Project and Task tracking section.