Tracking the Progress of a Project

Summary:

This article will outline how to use the Stage Tracking tool for an individual project. This tool is located in the Manage tab of the Project zone.

How to track the process of a project:

You will see Stage Tracker at the very top of the Manage page. There are five stages: Designing, Selling, Installing, Maintaining and Other. The stage your project is in will be highlighted in blue and marked as ‘Active’. This can be updated as your project progresses.

Each stage has a list of action items with checkboxes. When you complete an action, click the check box and this action will be marked as completed with a timestamp and date. Once you refresh the page, completed actions can be seen in "Project History''.

Note: These actions can be fully customized. See the Help Center article for How to Customise Tags and Actions

You can add notes and edit the start time once you have completed an action by clicking on the pencil icon

Ensure that you click the icon once you have updated this.

Once you refresh the page this will also be shown in "Project History".

The updated stage will also be reflected in the list of projects in the main Project Page.

Automatically update the stage of the project:

For the system to automatically update the stage of the project when selling the system or installing it, go to the control > Comapny > Business Process.

From there, select the option "Manage Project Workflow" and edit or create a project workflow. At the top section of the workflow, toggle on the "Auto-update project stages" and save the workflow: