The Goal: Keep track of your projects’ metrics, team performance, and task durations so you can spot problems early and keep every project on scope and on deadline.
Before You Begin:
- You need at least one project already created to monitor and update.
- You need permission to view and edit projects and tasks in your database.
Step-by-Step Instructions
Project Monitoring refers to the process of keeping track of all project-related metrics including team performance and task duration, identifying potential problems and taking corrective actions necessary to ensure that the project is within scope and meets the specified deadlines.
- Go to Home, My workspace section, click Projects (use Tasks for individual task tracking, or Project Settings to adjust templates and types).
- Choose the area of project monitoring you want to work through:
- As you review each project, identify any tasks that are slipping, over scope, or past deadline, and take corrective action so the project stays on track.
Common Pitfalls
- Monitoring projects but not their tasks: A project can look on track at the summary level while individual tasks fall behind. Review tasks regularly — see Monitoring/Updating Individual Tasks — not just the overall project status.