Report Progress on Task

Explanation

This activity is used to report progress on tasks in a project activity. It also explains how to perform this by using the business-to-business (B2B) interface.

Prerequisites

• Tasks should be defined for the project activity.
• The activity should be in the Released status.

For B2B customers:

• In addition to the above prerequisites, the user must have access to the Projects B2B portlet.

System Effects

• Progress is reported on the task.

Window

Project Navigator/Tasks
Tasks

For B2B customers:

N/A

Related Window Descriptions

Project Navigator/Tasks
Tasks

For B2B customers:

Projects
Project Navigator
Project Navigator/Tasks

Procedure

1. Open the Project Navigator window and query for the relevant project. For B2B users, click on the Project ID link of the relevant project on the Projects B2B portlet and the Project Navigator page is opened.
2. Select the required sub project and activity in the navigator. Select the Tasks tab.
3. Optionally, if not already defined for the task, enter a suitable Progress Template.
4. Report progress by selecting the relevant progress template step. The Progress field is automatically updated with the progress value that was defined for this progress template step.
5. You can also select the Completed check box to set the task to 100 % completed directly. It will override the progress associated with the selected Progress Template Step, if any.
6. Save the record.