Marking progress

There are a number of ways that you can mark progress on tasks and allocations. Before marking progress, you need to know how much of a task or allocation has been done and how much remains to be completed. You may need to gather this information from other people before you can begin. If you are working with a single progress period, ensure that you set its report date to the correct date by editing it in Library Explorer before assigning progress to a task or allocation.

When you mark progress on a task, the progress is reflected across any allocations on that task (this is the top-down system); when you mark progress on an allocation, the progress is not shown on the task until you choose to progress the task from its allocations (this is the bottom-up system).

Once you have assigned progress to a task or allocation, you can view a task's progress details on the Bar and Task Properties dialog and you can view an allocation's progress details on the Allocation Properties dialog. You can configure the spreadsheet to highlight the start and finish dates of tasks that have actually started or that have actually finished.

Note that task milestones can only be 0% or 100% complete, but allocation milestones can be partially complete. For example, when you make a cost allocation a point spend, the allocation is displayed as a milestone. You can enter progress on the cost milestone to show the amount of the cost that has been completed. Progress shading is shown on the top third of the milestone.

You cannot mark progress on demand allocations.

If a task has one or more task activities, the only way to mark progress against it is by marking progress against the task activities themselves - all other methods of marking progress are unavailable for such tasks.