Follow-up tasks, projects & portfolio

Monitoring of a task

ITM Platform can be used to monitor projects and tasks, making sure to achieve objectives and execute activities planned.

While a task is ongoing, you can perform monitoring to indicate the percentage progress on the task and record events jeopardizing task completion (changes in functionality, etc.)

You can perform monitoring of the task manually or otherwise update task progress from the Scheduleand create automatic project monitoring.

Go to My Tasks from MY DESKTOP or select the project 1 where the task is located on the menu MANAGEMENT. Click on the section Follow-up 2 of the task and add the new monitoring data.

Complete the data, including the percentage completed to indicate progress on the task and the monitoring creation date.

Monitoring on a project

ITM Platform can also be used to monitor projects and tasks with similar goals.

while a project is being executed, you can perform monitoring to evaluate its status with two objectives:

• Report on the project evolution and progress
• Record major events and maintain a full historical project development record

Go to My Projects from MY DESKTOP or select a project 1 on the menu MANAGEMENT. Click on the section Follow-up 2 and add a new process.

Complete the required data marked with an asterisk for the new monitoring process, including the percentage of the project that has been completed.

You can perform project monitoring processes from this section Schedule and automatically create monitoring processes when the task completion percentage is updated. See Monitoring of a task.

Monitoring in the portfolio

Portfolio monitoring presents an overview of the progress of components and significant events – in other words, the projects and tasks included in the portfolio.

In this section you will see two separate areas.

• Under the first, Component Follow-ups show the monitoring of portfolio elements.
• Secondly, Special Follow-up events show tasks and aspects marked as being of particular interest, illustrating their degree of progress in the portfolio.

Which tools are available on the software to alert the project manager on the expiration of a task?

The Project Manager will be able to assign the tasks they wish to receive notifications for and each project manager can decide how many days before the expiration of the task they would like to receive a notified by clicking here .

How to export project’s follow-ups?

To export a project, click the Projects category and then go to Follow Up and click the Add Project Follow-Up tab:

If you want to export all of your task follow-ups, you can look under Reporting:

Next, you can add filters to select data from specific tasks:

Once this is done, save your work and it will be available the next time you need it. Your information can also easily be exported to Excel.

How can you know the % that should be the follow-up date to determine progress or delays in the schedule?

In order to check the execution of the project in terms of schedule and budget I recommend using the earned value management in the document  here .

Additionally, you can compare the progress of tasks (internal yellow shading of each task) with the current date (vertical dashed line) so that you can graphically check which tasks are delayed.

The same happens for the portfolio of projects.