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TRACK PROGRESS ON TASKS

Engr. Kamran Ahmed


Lecturer
UET Peshawar, Jalozai Campus

Lec-07 CE-407L Project Planning & Management LAB UET Peshawar, CED Jalozai Campus

In this chapter we will learn the following topics;


 Understand progress tracking
 Save a baseline of your plan
 Track a plan as scheduled
 Enter a task’s completion percentage
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 Enter actual values for tasks

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The different levels of tracking detail include the following, ordered


from simplest to most comprehensive:
 Record project work as scheduled. This level works best if
everything in the project occurs exactly as planned.
 Record each task’s percentage of completion, either at precise
values or at preset increments such as 25, 50, 75, and 100 percent.
 Record the actual start and finish dates, and actual and remaining
work and duration values for each task or assignment.
 Track assignment-level work by time period. This is the most
detailed level of tracking. Here, you record actual work values per
day, week, or other interval.

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a).To save a baseline:


1. On the Project tab, in the Schedule group, click Set Baseline,
and then click Set Baseline.
The Set Baseline dialog box opens.

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c).To display baseline Gantt bars in a Gantt chart view:


1. In a Gantt chart view, on the Format tab, in the Bar Styles group,
click Baseline, and then click the baseline (Baseline or Baseline1
through Baseline10) that you want to display.

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2. To save the plan’s initial baseline, click Set Baseline, and then
select Baseline from the list. Or To save a subsequent baseline, click
Set Baseline, and then select the baseline number you want.
3. Click OK.

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b). To clear a previously saved baseline:


1. On the Project tab, in the Schedule group, click Set Baseline,
and then click Clear Baseline.
2. In the Clear Baseline dialog box, select the options you want, and
then click OK.

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d). To display scheduled and baseline values by using the


Variance table:
1. On the View tab, in the Task Views group, click Other Views, and then
click Task Sheet. (The Task Sheet view appears. Because this is a tabular view, it does
not include a Gantt chart, so more room is available to see the fields in the table)
2. On the View tab, in the Data group, click Tables.
3. Click Variance.

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a).To record work as scheduled through a specific date:


1. On the Project tab, in the Status group, click Update Project.
The Update Project dialog box opens.
2. Make sure Update work as complete through is selected. In
the adjacent date box, enter or select the date through which you
want to record work completed as scheduled. 7
3. Click OK.
b). To record work as scheduled through the current date or
status date:
1. Select the task or tasks whose work you want to record.
2. On the Task tab, in the Schedule group, click Mark on Track.

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Here are some ways to enter completion percentages:


 Use the preset increment buttons 0%, 25%, 50%, 75%, and 100%
Complete in the Schedule group of the Task tab.
 Add the percent complete column (labeled % Complete in the
interface) to a table in a task view, and enter the value you want.
 Enter any percentage value you want in the Task Information dialog
box.
 Use the mouse to set progress on Gantt bars.

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a). To record a task’s percent complete value in preset increments:


1. In the Task Name column, select the task for which you want to record
a percent complete value.
2. On the Task tab, in the Schedule group, click the 25%, 50%, 75%, or
100% Complete button.
b). To record a task’s percent complete value:
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1. In the Task Name column, select the task for which you want to record
a percent complete value.
2. On the Task tab, in the Properties group, click Information.
The Task Information dialog box opens.
3. On the General tab of the dialog box, enter the Percent Complete
value you want.

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c). To use the % Complete column in a table:


1. Right-click any column heading in a task table.
2. In the shortcut menu that appears, click Insert Column. A list of fields
appears.
3. Enter or select % Complete.
4. Record the percent complete values you want for any tasks in the table.
d). To use the mouse to set or extend progress on Gantt bars:
1. Point to a Gantt bar (or progress bar within a Gantt bar).
2. When the mouse pointer changes to a percent symbol and right arrow,
drag the mouse pointer from left to right within the Gantt bar. As you do so,
note the Complete Through date value that appears in a ScreenTip.

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3. To see a task’s progress details, point to the progress bar inside the
Gantt bar.

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 When you enter various actual values, Project uses the following
rules to update the plan:
 When you enter a task’s actual start date, Project moves the
scheduled start date to match the actual start date.
 When you enter a task’s actual finish date, Project moves the
scheduled finish date to match the actual finish date and sets the
task to 100 percent complete.
 When you enter a task’s actual work value, Project recalculates the
task’s remaining work value, if any.
 When you enter a task’s actual duration, if it is less than the
scheduled duration,
 Project subtracts the actual duration from the scheduled duration
to determine the remaining duration.

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 When you enter a task’s actual duration, if it is equal to the scheduled


duration, Project sets the task to 100 percent complete.
 When you enter a task’s actual duration, if it is longer than the scheduled
duration, Project adjusts the scheduled duration to match the actual
duration and sets the task to 100 percent complete.
 Project supports multiple ways of recording actuals. Two we’ll explore in
this lecture are: 11
 Recording actuals in the Tracking table. This works well when you want
to update actuals and see remaining duration and cost values in a single
table.
 Recording actuals in the Update Tasks dialog box. This works well when
you want to focus on a single task or want to update tasks in views that
don’t support tables, such as the Network Diagram view.

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a).To record a task’s actual values in the Tracking table:


1. On the View tab, in the Data group, click Tables and then click
Tracking.
The Tracking table appears.
2. Enter the actual values for the task.
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b). To record a task’s actual values in the Update Tasks dialog


box:
1. In the Task Name column, select the task for which you want to
record actual values.
2. On the Task tab, in the Schedule group, click the arrow to the
right of Mark on Track, and then click Update Tasks.
3. In the Update Tasks dialog box, enter the task’s actual values
(actual duration, remaining duration, actual start, or actual finish).

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