This section provides you with a quick update on Project Tasks assigned to you. This panel would be a very useful method of checking on your current tasks specific to a Project and also being able to update the progress of your project tasks in an instant.
For each project task following data is displayed by default
|
Field |
Description |
|
Task Name |
Task title. Clicking on the title would navigate you to the relevant Project details screen within Project and Program Management. |
|
Project code |
Project code of the project that the task belong to. |
|
Progress comments |
Latest progress comment is displayed here. You can do any updates as required. |
|
Status |
Editable task status drop down displaying the latest Task status. |
|
% Complete |
Editable Task percent complete displaying the latest Task progress. |
|
Target |
Target set for the Task is displayed here |
|
Progress |
Progress bar indicating percentage completed in blue |
|
Performance |
Traffic light indicators will display the following based on the configurations within Project settings> Progress Calculation area. On Track - Monitor - Off Track - |
Following filters will be available
|
Filter |
Description |
|
Task Name |
A textbox that would allow you to perform a search on tasks you are responsible for. This is a key word search and therefore, by entering a part of the task title you will be able to filter out all tasks that contain the typed characters anywhere in the title |
|
Project Title |
A textbox that would allow you to perform a search on all projects in the system and display any tasks that you are responsible for which belong to those projects. This is a key word search and therefore, by entering a part of the project title you will be able to filter out all projects that contain the typed characters anywhere in the title. |
|
Project Code |
A textbox that would allow you to perform a search on all project codes in the system and display any tasks that you are responsible for which belong to those projects. This is a key word search and therefore, by entering a part of the code you will be able to filter out all projects that contain the typed characters anywhere in the code. . |
|
Status |
Dropdown that lists all possible statuses for a Project. Selecting a status would display all projects in the selected project status. Defaults to “Show all”. |
|
Start & End Date |
You can filter your list further by setting a date ranges for start and end dates. |
|
Hide Completed |
Ticking this would exclude all completed tasks from the list. Unticked by default. |
Search and Clear Filters buttons are available within filters area. Ticking “Save as Default” option will save the current search as default.
To carry out a task progress update via My Quick Update page;
Edit the in- line columns and click save. You can type updates into multiple task rows at once and click Save All button to update the Tasks
Or
STEP: 1: Click on the "view Schedule"icon to open the pop up window that will display the current Gantt chart of the project. Tasks you are responsible for will be highlighted.
STEP 2: Carry out the progress update by editing the columns within the pop-up
STEP 3: Click Save button to save any changes made to the record.
Once the changes have been saved you can close the task pop up window.
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Last revised: September 23, 2018
