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 homepage

provides progress information for all active projects

Tip

This is the quickest and most efficient way to track the progress of projects.

Project Status Tracker provides detailed progress information for all active projects, including time and budget information On the Projects homepage, 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 homepage
  • 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 homepage 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

  1. Open the Projects app.

    The Projects homepage opens.

  2. Open a project.

    The project dashboard opens.

  3. 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 homepage, click the arrows .

    InformationDescription
    Project Name

    the name of the project (links to the project dashboard)

    Project Datesthe 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 Managing information using 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

Notes

  • 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.
  1. Open the Projects app.

    The Projects homepage opens.

  2. 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).

    InformationDescription
    Project Namethe 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.

    Budgetthe budgeted hours that have been allocated for the project
    Time Spentthe 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.

Notes

  • 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.
  1. Open the Projects app.

    The Projects homepage opens.

  2. Open a project.

    The project dashboard opens.

  3. Click the Progress project management tab.
  4. Do any of the following:
    TaskDetailed information
    View project progress chartsUnderstanding project progress charts
    View the status of all reviews, and track outstanding work that needs to be reviewed and signed offTracking review statuses and sign-offs
    View the overall assurance score per objectiveGetting started with assurance for risk
    Download a project progress reportDownloading pre-built and custom reports