Capital Project Tracking - Edit and Update Action Items

Once you've added an Action Item or are ready to update it after some time, select the action item to add further detail. 

Inside of the action item are 3 tabs. Select a Tab to navigate directly to it:

1. Overview
2. Attachments
3. Tasks

Overview

The Overview tab displays general information about the action item such as its name, description, any assigned departments or contributors, and the start and end dates of the action item.

In the Overview tab, you can also view the Check-In Schedule where you can set the frequency for which the owner(s) of this action item need to update it with up to date information. In the Required information field, set the required information for these updates, if desired. These items will be required in order for the contributor(s) to successfully submit a Status and Progress Update. 

Note: By default, Status and Progress Updates are entered in the Action Item level. You can enter Status and Progress Updates at the Project or Phase level by updating the level in Project Settings. 

The lower half of the Overview displays the Status and Progress table. Status and Progress Updates drive the data throughout the Capital Project Tracker and populate the Progress and Status graphics on the Dashboard.

Select the + Add Status & Progress Update button to create an update which will display in this table. 

Fill in the following information:

• Update Date - set the date for this update. Today’s date will be automatically populated for you.
• Status - Select from one of the applicable statuses: Not Started, Future, On Track, Minor Disruption, Major Disruption, Complete. Note: these status terms can be renamed in the Tracker Settings.
• Progress - Enter the Progress Percentage. Note: Status & Progress update percentages will calculate overall completion percentages for the entire Phase.
• Notes - Enter any Notes about the update. Notes may or may not be mandatory, depending on the Required Information settings that Editors set on the Action Item overview page. 

Attachments

Select the + Add Attachment button to Include PNG, JPG, JPEG, PDF, DOC, DOCX, XLS, XLSX files under 20MB as attachments in your action item. Provide a name for the attachment, and a description if desired. Then, use the Select File button to find the file on your computer and upload it.  

From the right-hand Actions column, select the action dots (···) to edit, download, or delete the attachment.

Tasks

The Tasks tab allows for an additional layer of accountability in the action item, as Tasks act as a checklist in the action item. To customize your task checklist, assign a Task Owner and add a Description.  

Note: Task completion can be used to automatically calculate the progress of the action item while submitting a Status & Progress Update. When adding a new Status & Progress Update, you can select the option to "automatically calculate the progress from Tasks". You can choose to input the progress percentage manually if you prefer.

Pro tip: Utilize the breadcrumb menu at the top of the page to quickly navigate back to the Phase or Project level.