Reporting Progress on Activities—Exercises

Basic Data Setup

Progress Templates

Purpose: The purpose of this exercise is to show you how to create progress templates.

Windows:
Project Basic/Progress Template

  1. Create a progress template that can be connected to your activities.
  2. Save your changes.

General exercise for Entering Progress Templates

Required Data

Releasing Activities

Purpose: The purpose of this exercise is to familiarize you with the data that must be in place before you can perform the exercises below.

  1. Release the activities on which you want to report progress.

General exercise for Executing Activities

Main Exercise

Purpose: The purpose of these exercises is to show you how to report progress on activities, without needing to define project deliverables or assign resources. You will both report progress manually on activities and with the help of a progress template.

Windows:
Project Navigator/Activity
Activity/General

Reporting Progress Manually on Activities

  1. Open the Project Navigator window. (Alternatively, open the Activitywindow.) Query for your project.
  2. In the Navigator, select the activity to which you would like to manually report progress. (Alternatively in the Activity window, select the desired activity in the Project list.)
  3. Click the Activity/Details tab. (Alternatively in the Activity window, click the General tab.)
  4. Enter a value in the Manual Progress field.
  5. Save your changes.
  6. Note which value you have in the Calculated Progress field.
  7. In the Progress Method list, click Manual.
  8. Save your changes.
  9. Observe that the Calculated Progress field is updated, and is equal to the value entered in the Manual Progress field.
  10. Note that the Actual Start Date field has a value equal to the early start date. Observe that the Early Start Date field is no longer editable.
  11. Optionally, change the actual start date and save your changes. Note that the Early Start Date field is changed to be the same date as the actual start date.

Reporting Progress on Activities Using a Progress Template

  1. Open the Project Navigator window. (Alternatively, open the Activitywindow.) Query for your project.
  2. In the Navigator, select an activity to which you would like to report progress using a progress template. (Alternatively in the Activity window, select the desired activity in the Project list.)
  3. Click the Activity/Details tab. (Alternatively in the Activity window, click the General tab.)
  4. Enter the desired progress template to connect to this activity, or select it from the List of Values.
  5. Save your changes.
  6. In the Progress Method list, click Template Progress.
  7. Save your changes.
  8. If you have not done so, you must release the activity to proceed.
  9. In the Progress Template Step field, enter a desired progress template step or select it from the List of Values.
  10. Save your changes. Observe that the progress associated with this step appears.
  11. Observe that the Calculated Progress field is updated, and is equal to the progress associated with the chosen progress template step.
  12. Note that the Actual Start Date field has a value equal to the early start date. Observe that the Early Start Date field is no longer editable.
  13. Optionally, change the actual start date and save your changes. Note that the Early Start Date field is changed to be the same date as the actual start date.