Capital Project Tracking - Status and Progress Updates on Any Level

You can set status and progress updates at the Project, Phase, or Action Item level to streamline day-to-day tracking. Dive into detailed updates when needed, or take a higher-level approach by tracking overall status when fewer phases or actions are involved.

Status and Progress Updates

What are Status and Progress Updates?

Status and Progress Updates are regularly scheduled updates on the current status and progress of a Project, Phase, or Action Item.

Status and Progress Updates drive the data throughout the Capital Project Tracker and populate the Progress and Status graphics on the Dashboard.

Adding Status and Progress Updates

1. Choose the level you’d like a Status and Progress Update to be entered by selecting Project Settings in the Project Manager tab. Note: You can choose the update level per project. 
2. Select Update Settings.
3. Select the Update Level (Project, Phase, or Action Item). Note: Updates on the Project or Action Item levels can include a Check-in Schedule and Required Information. 
4. Don’t forget to select Save Changes!

Projects

Project level updates let you track overall progress across the entire project, covering all Phase and Action Item without adjusting individual details.

1. To update the status and progress of a Project, navigate to the project and open the Updates drop-down. 
2. Select the Add Update button. 
3. 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 Project.
• Notes - Enter any Notes about the update. Notes may or may not be mandatory, depending on the Required Information settings that Editors set on Projects in Project Settings. 
• Select Add Update to save changes. 

Phases

Phase level updates let you track progress for specific milestones of the Project, covering all the Action Items without adjusting individual details.

1. To update the status and progress of a Phase, navigate to the Phase and open the Updates drop-down.
2. Select the Add Update button. 
3. 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 Projects in Project Settings. 
• Select Add Update to save changes. 

Action Items

Action Item level updates let you track individual tasks within each milestone, like securing permits or managing inspections, making it easy to monitor detailed progress for specific actions. You can view the statuses of Action Items per project in the Status Summary Tab!

Navigate into an Action Item and select the + Add Status & Progress Update button to create an update which will display in the 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.
• Select Add Update to save changes. 

Additional Resources

Learn more about Editing and Updating Action Items and Editing Phases in a Project. 

Want to view Action Item Status and Progress Updates in one place? Check out the Status Summary Tab.