Depending on what a user’s role is on a project or in an organization, project progress can be tracked from various different points of view or needs, such as:

• Financial follow-up

• A project leader might need to check the financial status of a project at any given time. This is covered in the "Budget & Cost Tracking" chapter.

• Planned costs can be compared to actual and/or billable costs.

• Workload follow-up

• 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.

• Deadline follow-up

• The progress of a project can be measured in terms of completed deliverables (milestones).

• The statuses of project deliverables are useful when tracking whether deadlines are being met and if the project is on schedule.

• Activity follow-up

• The project leaders can review and approve time spent on tasks belonging to their projects.

• The team lead needs to review and approve a resource's entire timesheet.

• Risk follow-up

• Project leaders have evaluated the potential risks to their projects and now need to track the progress of the actions undertaken to reduce the risks.

• General follow-up

• Project leaders look to pro-actively write monthly progress reports for their projects.

This chapter presents some examples of reports of how to track projects. Please note that more project tracking capabilities are available at the portfolio level.

There are many views and reports available to track your projects. Navigate to the [Project] tab, and click on [Progress status] in the contextual navigation menu to have an overview of project tracking views.

Review monthly progress overviews using the [Progress status] --> [Overview by month] view and see high-level indicators about each project’s status.

You will see the current status for the Budget, Problems, Risks, and Issues, Delayed tasks and Deliverables. These indicators are computed monthly, and the system stores the history at the end of each month in order to have an easy visual understanding of the project trend over time. The current month displays the current status. A background agent updates the indicators daily.

The "Project overviews" report project health using traffic light indicators, providing a quick visual into the monthly progress of a project at the labor and financial level. The green traffic light indicates that everything is fine; orange indicates 'attention' might be needed and red displays problem areas.

By clicking the [Update] Menu `you can select the project and month you want to update or create the monthly indicators, called "Project overview".