Throughout the process of managing a project, you can update the project's progress, add tasks and attach files and supporting materials.
Updating a Project Status
To update the status of a project, click on it from the Board or List view.
From here, you'll be able to modify any of the project details including the Status and Health.
The Status indicates where the project is New, In Progress, In Queue, Completed or On Hold.
If you move a project to On Hold, you'll be prompted to indicate the reason why.
If you move a project to Completed, you'll be able to input the Actual Completion Date.
Project Status definitions
New - An identified project that has been approved for the team to work on but has not yet been planned or resourced.
In Queue - A project that has been scoped and resourced but is in the backlog for a scheduled time or resource to become available. In project exports, this is sometimes referred to as 'In Planning'.
In Progress - An active project that is being worked on by the team.
On Hold - A project that was in progress but has been delayed due to resourcing, budgeting or other constraints.
Completed - A project where all tasks have been completed and it can be considered finished.
Closed - A project that has been completed and the final budgeting and resource review has been completed. (Note: to change the status to Closed, the project must first be marked as Completed. The option will then become available in the More Actions menu in the top right corner).
Cancelled - A project that was either In Queue or In Progress but was cancelled and will not be completed.
The Health field gives you the ability to indicate if the project is On Track, Off Track or At Risk.
Project Health Status definitions
On Track - A project that is progressing as planned and is expected to meet its defined objectives within agreed timelines, scope, and budget.
At Risk - A project where identified issues or emerging risks may impact timelines, scope, budget, or outcomes if not addressed in a timely manner.
Off Track - A project that is not progressing as planned and is unlikely to meet its objectives without significant intervention or re-planning due to major issues or delays.
Managing Project Tasks
During the course of a project, you may want to add additional tasks so that you can track more granular responsibilities and deliverables.
To add a Task, click on the Tasks button at the top of the project navigation menu.
You'll then be able to filter by all tasks, your tasks or add new tasks.
When adding a new Task, you'll be prompted to enter the following details:
When managing your tasks, you'll be able to update the Task Status, and attach any relevant files. The Task Assignee will be able to populate and track their task hours on a daily basis which can also be viewed through an hours log.
Managing the Project Budget
Within the Project > Budget section, Project Owners will be able to track allocated spend, actual spend, and budget variance for the selected fiscal period.
Budgets will first need to be created in the Budgets tab from the main navigation. Within a budget, you can add line items to your projects. Project Owners can then access the Project > Budget section to update the actual spend of those line items.
Adding Content
If you have supporting project materials, you can add these by navigating to the Content section. Here, you can upload Files, Weblinks, and Designs to your Project. You will also be able to link content to tasks directly from this section.
