Project Tracking

Once you are done with your planning and scheduling, you'll need to track your project plan to ensure that you are on track at all times with respect to milestones and effort/cost. Thus, it is necessary to create a baseline, track milestones and check the actual effort against the planned effort.

Working with Baselines

In order to work with baselines, you will first need to install the Baselining add-on/plug-in/extension. It’s a feature under the optional features. Once you have installed this feature, you will see the menu item ‘Set Baseline’ under the ‘Project’ menu item in the top menu bar. Also, you will see an additional view ‘Baseline (table)’ view under the ‘Table’ category of views.

To set a baseline:

  • Open the Baseline (table) view.
  • Click ‘Set Baseline’ option under the ‘Project’ menu item in the top menu bar.

The tool will remember the original effort (plan), start and finish value of each work package as baseline. Now, for a particular work package, if you change the planned effort value to something else it will be reflected as a deviation from the baseline and will be shown in the Baseline (table) view by a small icon against the baseline effort. However, the effect of this change on the other (linked) work packages will not be reflected until you click ‘Schedule Workpackages’ under the Project menu item in the top menu bar.

Currently there is no way to create more than one baseline at the same time. However, you can modify the current baseline.

To reset a baseline:

  • Open the Baseline (table) view.
  • Make modifications to the effort/dates of the work packages.
  • Click ‘Set Baseline’ option under the ‘Project’ menu item in the top menu bar.

The current values of effort (plan), and the start and finish value of each work package will be taken and reset as baseline.

Effort/Milestone Tracking

To track the effort for your project:

  • Open the Effort (Controlling) view.
  • Input the ‘Actual Effort’ spent for each work package.
  • Optional: If the work package is still not completed, enter the value for ‘Effort to complete’ for each work package.

The sum of the ‘Actual Effort’ and ‘Effort to complete’ is calculated and shown in the last column. If this sum is more than the planned effort for the work package, a small icon will be shown in the cell for ‘sum’ in order to indicate effort slippage.

Since milestones can be linked to work packages, you can track your milestones through the status of work packages. If all of the work packages that are related to a milestone are completed, then the milestone is completed successfully.

Reminder View

The Reminder view gives you a quick snapshot of the project for the next 2 weeks or 4 weeks. It reminds you on all of the activities that will happen in the near future for your project.

In order to use the Reminder view, you will first need to install an additional plug-in/extension/add-on. It’s a plug-in under the optional features and it is called ‘Additional Views’. Once you have installed this feature, you will see the ‘Reminder’ view under the ‘General’ category of views. You'll have to open this view to use this functionality.

  • Project Calendar (to check project events that are coming up within the next 2-4 weeks).
  • WBS (to check work packages that are coming up within the next 2-4 weeks).
  • Persons (to check the availability of resources within the next 2-4 weeks).
  • Milestones (to check the milestones that are coming up within the next 2-4 weeks).