Tracking project progress

Track the progress of all active projects within the Diligent One instance and view detailed progress information.

How it works

Progress monitoring is a vital part of the project management process. Managers often need to track the progress of a project to:

view the real-time status of project phases and activities across the project lifecycle
gain insight into scheduled resources allocated for a particular project, including the number of hours spent on the project, and budget information
share reports with relevant stakeholders
measure the overall profitability and return on investment (ROI) of a particular project

Where can I track projects?

The table below describes the different areas you can use in the Projects app to track projects:

Area	Description	Location
Projects home page	provides progress information for all active projects Tip This is the quickest and most efficient way to track the progress of projects.	Summary information From the Launchpad home page (www.highbond.com), select the Projects app to open it. If you are already in Diligent One, you can use the left-hand navigation menu to switch to the Projects app. Detailed information click beside the project
Project Status Tracker	provides detailed progress information for all active projects, including time and budget information	On the Projects home page, under Planning and results
Progress project management tab	provides detailed progress information for a specific project	The upper-right corner within any project

Project completion percentage

Project progress is summarized using a percentage bar .

The project completion percentage is displayed in the following areas:

on the Projects home page
within the Audit Procedures Completed chart on the Progress page
within an individual assurance plan

For more information, see Understanding project progress charts.

Hide the progress percentage bar

Project Admins can hide the progress percentage bar from displaying beside each project on the Projects home page under System administration > Settings > Chart Settings.

Permissions

Only Professional Managers, Professional Users, and Oversight Executives can track projects.

Track all active projects

Track the progress of all active projects in the Diligent One instance.

View detailed progress and results information

From the Launchpad home page (www.highbond.com), select the Projects app to open it.

If you are already in Diligent One, you can use the left-hand navigation menu to switch to the Projects app.

The Projects home page opens.
Open a project.
The project dashboard opens.

Click

beside the project.

The Project Details side panel opens and displays the following information. To cycle through projects in the order they display on the home page, click the arrows .

Information	Description
Project Name	the name of the project (links to the project dashboard)
Project Dates	the start and end dates specified for the project
Framework	if applicable, a list of all frameworks that have been used to build the project For more information, see Overview of Frameworks.
Project Type	the type of project you are conducting (links to the Project Settings page) Only Project Admins and Project Type Admins can access the link. For more information, see Workflows and project types.
Tags	the specified tags that are used to classify and filter the project For more information, see Tagging projects.
Status	the classification specified for the project Professional Managers and Project Creators can change the status of a project. Other users can only view the status of the project. For more information, see Configuring project statuses.

View time and budget information

Note

Interface terms are customizable, and fields and tabs are configurable. In your instance of Diligent One, some terms, fields, and tabs may be different.
If a required field is left blank, you will see a warning message: This field is required. Some custom fields may have default values.

From the Launchpad home page (www.highbond.com), select the Projects app to open it.

If you are already in Diligent One, you can use the left-hand navigation menu to switch to the Projects app.

The Projects home page opens.

Under Planning and results, click Project Status Tracker.

The Project Status Tracker page opens and displays the following information.

Tip

To download a progress report of all projects, click Active Projects Progress (PDF Format).

Information	Description
Project Name	the name of the project (links to the project dashboard)
Time Expired	the calculated percentage of time that has passed since the project due date The value is highlighted in green if the project is on schedule and highlighted in red if the project is overdue.
Work Completed	the calculated percentage of project work that has been completed The value is highlighted in green if the project is on schedule and highlighted in red if the project is overdue. The calculated percentage corresponds to the Audit Procedures Completed chart on the Project Progress page. For more information, see Understanding project progress charts.
Budget	the budgeted hours that have been allocated for the project
Time Spent	the amount of administrative and project management time that has been spent on the project

Track a specific project

View detailed progress information associated with a specific project.