Enter Schedule Progress Form

The Enter Schedule Progress form displays the activities for the selected project in a non-hierarchical view. Use this form to enter progress updates for the activities assigned to you. You can then save the updated statuses for future use, or you can submit them for approval.

Use the Enter Schedule Progress form to perform the following tasks:

Managing and Viewing Progress Entries

The Enter Schedule Progress Navigation menu option under Projects provides an easy way for you to access progress for the last project, or for all projects within a master project. Alternatively, you can access the Project List view, select your project and click Enter Progress from the menu.

For more information, see Master Projects.

If the last project you selected in the Search dialog box uses the schedule for progress, or the project has progress disabled, the form will display No Project selected - Click Search to select a Project at the top. To enter progress for a different project, use the Search dialog box.

By default, this form displays the progress entries that require your action. If the view is blank, it means there are either no assignments for you, or the process to create progress entries has not run. Use the Search dialog box to select the work packages you want to progress. In addition, you can run the Pending Progress report and select all pending progress to check if the progress entries are being created but not assigned properly.

If the Enter Schedule Progress form is blank, see Automatically Create Progress Entries and Progress Overview.

Before updating schedule progress, you must configure progress.

For more information on delegating assignments in the Progress Entries view, see Delegating Assignments and Progress.

Enter Schedule Progress Form Toolbar

The Enter Schedule Progress Form Toolbar includes options for searching, printing, and submitting a progress entry.

You can print progress reports by clicking Print on the toolbar. Progress reports, including the Pending Progress report, are very helpful for determining why there are no default work packages on this form.

For more information, see Pending Progress Report Overview.

Enter Schedule Progress Form Tabs

Use the following tabs to update activity and resource assignment data:

The grid and the tabs are also available in the Schedule Analysis view, but the fields and options are displayed in read-only mode. The imported progress columns are only displayed on the Enter Schedule Progress form.

To enter progress at the resource assignment level, use the Progress Resources tab.

Enter Schedule Progress Form Grid

This grid displays the activities for the selected project in a non-hierarchical view. If you select an activity in the grid, the tabs at the bottom of the Enter Schedule Progress form displays information about the selected activity.

Use this grid to enter progress updates for the activities assigned to you. You can then save the updated progress for future edits, or you can submit them for approval.

You can only enter progress at the lowest activity level for schedule.

Schedule Progress Grid Toolbar

Field	Description
Select Columns	Click this button to display the Select Columns dialog box, where you can select the columns that you want to add to or remove from the grid.
Select	Use this button to select all activities in the grid or to unmark the previously selected work packages. You should submit all progress, not just entries that have changed. Unsubmitted progress is displayed in the pending progress report, which is used to determine if all progress has been submitted.

Schedule Progress Grid Columns

These are the default columns for the Schedule Progress grid of the Enter Schedule Progress form. You can add or remove columns by using the Select Columns dialog box.

For a list of all available fields with descriptions, see Activity Field Descriptions.

Field	Description
"Delta" column	This column is denoted by the delta () symbol. It is empty if no changes have been made to the field values of the selected activity. If changes have been made, this column displays a hyperlinked, underlined asterisk (). Clicking this symbol displays the Progress Changes dialog box, which displays the prior period, old, and new values of all the fields that you updated for the selected activity.
Select	This column contains a checkbox for each project activity. Select the check boxes of the activities that you want to submit for approval. After you click the Submit button to submit your progress entries, this field is disabled for each row that you submitted. If necessary, you can select a work package and recall progress that has already been submitted for approval. Tip: Click the Refresh button to remove rows that you have already submitted. This is useful if you have a long list of records and only want to see those that you must still submit.
Schedule Project	This column is useful when there are many schedules linked to a project or when viewing a master project. It displays the schedule project ID.
Schedule Project Description	This column displays the schedule project description to which the activity belongs.
Activity ID	This column displays the ID of the project activity.
Activity Description	This column displays a description of the project activity.
Duration	This column displays the original duration for the activity.
Actual Start	Use this column to update the Actual Start date for the activity. For more information about this column, see Actual_Start/Finish. It must be before or equal to the Actual Finish date. It cannot be greater than the Period End Date on the Progress tab of the Projects form. It defaults to Forecast Date when the Manually Enter Actual Dates option on the Progress tab of the Projects form is not selected, and you progress the activity, such as by entering a percent complete value. If Allow Out-of-Sequence Progressing is not selected on the Project form Progress tab, all predecessor activities must be completed before you can enter a date. If you enter a date and save the activity, you can remove the date if Allow Editing Actual Dates on the Projects form Progress tab is selected. A value in this field is required when: Physical % Complete is greater than zero. Progress Type is changed from As Planned to another type. You enter a Resource % Complete (if the Allow Resource Percent Complete check box on the Projects form Progress tab is selected). You enter an Actual Finish date. Microsoft Project Only If you have an activity marked As Planned and the actual start date is prior to today (Time Now), PM Compass calculates the % Complete that is written back to MSP. This % Complete is rounded up to at least 1%. If you enter an actual start date with additional progress (for example, %C, Rem Dur), PM Compass writes that status information back to MSP. If you enter an actual start date that is on the same day as the period end date and use the As Planned progress type, the actual start date is removed. This is because MSP doesn't accept an actual start date without any progress. For more information about % Complete relating to MSP, see How PM Compass Calculates % Complete to Export to MSP.
Actual Finish	Use this column to update the Actual Finish date for the activity. If you enter an Actual Finish date, you must enter an Actual Start date. For more information about this column, see Actual_Start/Finish. This date cannot be greater than the Period End Date on the Progress tab of the Projects form. If you enter a date and save the activity, you can remove the date if Allow Editing Actual Dates on the Projects form Progress tab is selected. It defaults to the Forecast Finish date when the Manually Enter Actual Dates option on the Progress tab of the Projects form is not selected, and you complete the activity by entering a progress type of Complete or a percent complete value of 100. A date in this field is required when: Progress Type is set to Complete. Physical % Complete is set to 100.
Expected Finish	Use this column to update the expected finish date for the activity at the date of the progress entry. This date must be after the Period End Date on the Progress tab of Projects form. A value in this field is required when Require Expected Finish Date is selected on the Projects form Progress tab and there is an Actual Start date unless Actual Finish date has a value. This field is not available in MSP and is therefore not exported back into the MSP project.
Physical % Complete	Use this column to enter your estimate, between 0% and 100%, for work that has been completed in percent format. When the schedule is loaded into Cobra, the percent complete is updated with the contents of this field by default. This field must be set to 100% when Progress Type is Complete. If you enter 100%, you are required to enter an Actual Finish date. The value in this field is automatically updated when you update Resource % Complete on the Resources tab. Use the Enter Schedule Progress Resources tab to enter progress at the resource level. For more information on the field description and formula, see Percent Complete and Physical % Complete and the Activity Physical % Complete (PPC). The ability to edit this column depends on the scheduling tool that you are using as well as related settings. See each scheduling tool section below for details. Open Plan If the activity EVT (Earned Value Technique) is set to Steps on the Activity Advanced tab in Open Plan, this column is disabled and is automatically updated based on the Progress/Weight that you enter on the Steps tab. If the AllowEditPPC option in Open Plan is set to 1 on the System Preferences Defaults dialog box, you can edit this column when EVT is set to any of the options listed below. If AllowEditPPC is set to 0, this column is disabled when EVT is set to any of the options listed below. Level of Effort 50-50 0-100 100-0 User-Defined Percentage Planning Package Earned As Spent Primavera P6 For a Primavera P6 project, if the Activity percent complete based on activity steps option on the Calculations tab in Primavera P6 is selected, and there are steps under the selected activity, this field is disabled and is automatically updated based on the Progress/Weight that you enter on the Steps tab. This column is disabled when EVT is set to any of the options listed below. Level of Effort 50-50 0-100 100-0 User-Defined Percentage Planning Package Earned As Spent
Progress Type	This column indicates how the work that has been accomplished is measured for the activity. The value in this column determines how the Progress Value column is used. For instance, if you set the progress type to Percent Complete, the progress value reflects the percentage of the activity that is complete. If you select Remaining Duration, the progress value represents the remaining time needed to complete the activity. If you select As Planned, the activity will follow the original plan, and no progress value is required. When the Progress Type is set to Complete, Remaining Quantity on the Resources tab changes to 0. When the scheduling tool activity type is set to Finish Milestone, the Progress Type field is limited to As Planned and Complete for milestones. Primavera P6 The following lists the Primavera P6 fields that are updated for the different progress types: Remaining Duration: When you select this progress type, the Primavera P6 Remaining Duration field is updated. Percent Complete: When you select this progress type, PM Compass calculates the Percent Complete based on the activity duration (Original Duration minus Time Now). When the integration is performed, the Primavera P6 Duration % Complete field is updated. Tip: Percent Complete is calculated using a calculated field named InternalProgressPercent. For more information, see Rules for Updating Percent Complete for a Primavera P6 Schedule Elapsed Duration: When you select this progress type, the Primavera P6 Actual Duration field is updated. Complete: When you select this progress type, Primavera P6 sets the start and finish dates as actual start/finish dates. As Planned: When you select this progress type, PM Compass assumes that the activity is progressing as originally planned and calculates the Percent Complete based on the activity duration (Original Duration minus Time Now). After the integration is performed, the progress type changes to Percent Complete and a percentage is added to the Progress Value column. If you have steps on the activity, you may need to progress using steps.
Progress Value	This column displays the amount of work done based on the option selected in the Progress Type column.
Workflow Status	This column displays the progress status of the activity. PM Compass uses color codes to indicate the workflow status for schedule progress updates. For more information on the description of the colors, see Color Codes for Update Progress Workflows. <blank>: The progress entry has not yet been created. Activities that do not have a progress entry can be added to the view by selecting All in the Show field of the Search dialog box. New: The progress entry has been created but not edited. Active: The progress entry has been edited and saved but not submitted. In Approval: The progress entry has been submitted but not yet approved. Approved: The progress entry has been approved. Rejected: The progress entry has been rejected.
Code Fields	Code fields that have been defined on the User-Defined Data form for the Schedule Area are displayed as columns in this grid. For more information, see Codes Tab of the Enter Schedule Progress Form.
User Fields	User fields that have been defined on the User Fields grid on the Codes tab of the Enter Schedule Progress form are displayed as columns in this grid. For more information, see Codes Tab of the Enter Schedule Progress Form.

After you have submitted an activity for approval, you can no longer make updates to that activity. If the approver rejects the updates you submitted for an activity, you can then update the activity again and submit it to the approver.

You cannot permanently remove the default columns. If you remove them, they will be displayed again the next time you access the form.

Imported Progress Entries Columns

If progress is imported through the API, additional columns are available at the beginning of the Schedule Progress grid on the Enter Schedule Progress form.

When schedule data is successfully imported, schedule progress entries are created. If duplicate schedule records are encountered during import, the data from the last duplicate record will be loaded into PM Compass.

The imported progress entries are displayed like all other progress entries, regardless of their source, with the appropriate highlighting for updated data. The Select checkbox is always selected for the imported progress entry. Newly imported progress entries have an Active status. When you submit them, the status changes to In Approval.

To learn more about importing progress through the API, see Import Progress API.

Field	Description
Source	This column displays the source of the API process, indicating that the progress entry was created through the Import Progress API. If this column is blank, it means the progress entry was created manually on the Progress form or through the automatic progress creation process. In the API, Source refers to sourceSystemId, located in the header level.
Import Date	This column displays the date and time the import progress is completed.
Imported By	This column displays the first and last names of the user who performed the import progress.
QBD	This column displays the value associated with an import progress entry. This value links a progress entry record back to its source record. In the API, QBD refers to systemReferenceId on the schedule record object.
Justification	If you edit an imported progress entry, you must enter a justification. This column displays the first 100 characters of the justification notes you entered when changing data for an imported progress entry. The notes are displayed as a hyperlink. Click the hyperlink to display the Justification dialog box, where you can view the full notes entered for the imported progress entry or update the existing notes. The Justification dialog box displays when you save, submit, or navigate away from the current progress entry row after you change imported progress. You can edit justification notes for an imported progress entry until the progress entry is submitted for approval.

Tracking Progress Updates

PM Compass uses the workflows and alerts applications to track the submission and approval of the progress updates, together with the necessary notifications. The Progress entry type, which is defined on the General tab of the Workflow Type Configuration form, is created specifically to enable PM Compass to update progress data. Entries created under the Progress entry type are called progress entries or progress records. You can view these records on the Enter Schedule Progress form, Enter Cost Progress form, Approve Schedule Progress form, and Approve Cost Progress form.

If you do not want to have progress approved, you can use the no approval progress workflow type.

PM Compass does not display progress entries on any Workflow forms.

Limiting the Records

The Progress and Analysis Record Limit on the General tab of the System Settings form allows you to set the maximum number of records returned on this form. This improves performance when you have thousands of records in a database.

For more information, see General Tab of the System Settings Form and Set the Maximum Number of Records Returned for the View.

What do you want to do?

Create Progress entries

Enter progress for a progress entry that is not displayed

View changes made to a progress entry

View resources assigned to an activity

Find activities that are not progressing according to plan

View the work package linked to an activity in the Cost Analysis view

Set system-level settings for progress

Import progress entries

Process the imported progress entries

Fix import schedule progress errors

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