Overview of scheduling and tracking projects

Manage project timelines and dates, determine your organization's available resources, and view individual and team activities and their statuses.

Workflow

Schedule projects

Scheduling projects involves managing timelines and dates. Using the Scheduler, you can create projects and tasks, quickly determine the risk of schedule slips, overlaps, and dependencies, and visualize project obligations as you plan.

For more information, see Scheduling projects.

Schedule resources

Project management involves gaining oversight over your team's work commitments and availability, and ensuring that teams are not over-committed or under-resourced ahead of time. Using the Scheduler, you can schedule resources to ensure you have adequate capacity to complete planned projects.

For more information, see Scheduling resources.

Track projects

Once you have set up your planning documentation and planned your initial work, you can track project activities, tasks, and progress. The table below describes different methods you can use to track projects.

Method	App	Description	Information
Track activities	Projects	View a timeline of activities performed in the project and track field-level changes.	Projects activity logging
Track tasks	Task Tracker	Centrally track all to-dos, requests, and reviews across multiple projects.	Overview of Task Tracker
Track review statuses and sign-offs	Projects, Frameworks	See the status of all reviews in a project or framework, and easily track outstanding work that needs to be reviewed and signed off.	Tracking review statuses and sign-offs
Manage timesheets	Timesheets	Track time spent on and outside of projects for reporting purposes.	Overview of Timesheets
Track project progress	Projects	Track the progress of all projects within the Diligent One instance or view detailed progress information for a specific project.	Tracking project progress
View project progress charts	Projects	View, at a high-level, what project work has been completed and the amount of allocated project time remaining.	Understanding project progress charts