Enter Progress Template

Explanation

A progress template is a collection of related progress template steps. For each step, manually register a progress percentage, which indicates the progress gained when this step is reached. Also, the relative progress of each progress template step is calculated which is the progress increase between this step and the previous step. A progress template can be connected to tasks, activities and similar objects to facilitate the monitoring of progress information.

Example:

Step Description Progress Relative Progress
(automatically calculated)
1 When all requirements are in place 10% 10%
2 Initial design is copied or created from scratch 30% 20%
3 When the design is approved by you 60% 30%
4 When the design is approved by involved departments 80% 20%
5 When the final approval is given 100% 20%

Progress information on progress template steps is shown on tasks, activities, subprojects, and projects. Therefore, changing this information will affect progress information on all these elements.

To remove a progress template, you should first remove all tasks related to each progress template step and then remove all progress template steps related to the profile. In addition, the connection to any other objects that use the progress template should be removed as well. Afterwards, the progress template can be removed.

Prerequisites

None

System Effects

The progress templates are available from the List of Values when creating new tasks, and their progress template steps are available for reporting progress on the task.

Window

Project Basic/Progress Template

Related Window Descriptions

Project Basic/Progress Template

Procedure

  1. Click either the New option or F5 to create a new template.
  2. Enter progress template name and description.
  3. Save the progress template.
  4. Create a new progress template step in the table.
  5. Enter a progress template step, description, and progress (as a percentage value) for the task when this progress template step is completed.
  6. Repeat steps 3 and 4 for each progress template step to be registered.
  7. Save the progress template steps.

Note: The relative progress is automatically calculated and entered in the Relative Progress field.