Check task and Assignment Progress (Workload and Deadlines) (v8.xx)

Check task and Assignment Progress (Workload and Deadlines) (v8.xx)

A project leader will need to track the actual work done on his/her project at any given time. The planned workload can be compared to the actual work performed on tasks/assignments. Most of the tasks and assignments tracking reports are part of the contextual navigation menu [Tasks & Plan] of the "Projects" module. Here are some examples.


To check a task’s workload status, use the report view on task displaying planned, actual, remaining,


re-estimated at completion workload, as workload delta (the difference between planned and re- estimated).



To check a resource assignment’s progress check for instance the view "Assignments" of the contextual navigation menu [Task & Plans-->Assignments] of the "Project" module.



Project status reports also give an overview of task’s status. See below.


To check a project’s workload status on a monthly basis, use the report view on the project overview to display planned, actual, remaining, re-estimated at completion workload.




Note: See the "Project Overview" record description to understand the colour codes.


To check a resource’s workload status, use the report view on assignments displaying planned, actual, remaining, re-estimated at completion workload, as workload delta (the difference between planned and re-estimated).


Visit also the list of Geniusproject built-in reports for more reports on those topics.
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