You can set PM Compass to automatically create progress entries. This provides a default list of records that the person entering progress should be focusing on — those records (activities or work packages) that are in progress or planned to start before the end of the next period. These records are used to notify the person who should be entering the progress and the Pending Progress report so you can tell when all progress has been submitted.
If you do not automatically create progress entries, the Enter Progress form will be blank when you access it. However, when you import progress through the API, the Enter Progress form will have entries even if you do not run the Automatically Create Progress Entries process.
If existing progress entries are present, the process to automatically create progress entries removes these entries before creating new ones.
When you run the automatic progress creation process, PM Compass checks for any imported progress entries from the current period. If there is an existing progress entry marked as In Approval, PM Compass will skip it, regardless of any changes made. It will not be overwritten but will be logged instead. If the imported progress entry is from a previous period or was never submitted for approval, PM Compass removes or overwrites it.
To schedule the creation of progress entries:
On the Navigation menu, click Projects » Projects.
On the Projects List View toolbar, click Form View.
On the Progress tab, select Automatically Create Progress Entries.
Click Save.
Schedule an alert to enter or approve progress