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.

Some of the fields are pulled from the schedule each time you access this view instead of being stored as part of the change when you create the progress entry. These fields are not editable.

The Automatically Create Progress Entries field on the Projects form Progress tab provides a default list of records that the person entering progress should be focusing on. If this option is not set, this Enter Schedule Progress form is blank when you access the view.

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

For more information, see Progress Overview.

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

When you click Enter Progress on the Projects Form toolbar, the Enter Schedule Progress form only displays if the Source System to Update option for the project was set to Schedule on the Progress tab of the Projects form.

Before updating schedule progress, you must configure progress.

Enter Schedule Progress Navigation Menu Option

The Enter Schedule Progress Navigation menu under Projects provides an easy way for you to access progress for master projects. Another way you can do this is to select a project from the Projects List View. For more information, see Master Projects.

When you are in the Master Projects view of the Projects List View, you can only use the Enter Schedule Progress link on the Navigation menu to navigate. You cannot use the Enter Progress options on the Projects View toolbar.

Even if you are using a master project, the determination for who can enter progress is based on the assignment mapping hierarchy and the code assignments on the subproject and not the master project. For more information about master projects, see Master Projects.

Record Limit

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

When you open this view and there are more records than the number set in the Progress and Analysis Record Limit field, a message displays letting you know that the selection exceeds the maximum number of records that can be returned. At this point, you can choose to select a filter to reduce the number of records. If you choose not to select a filter, the following message displays: "Your selection exceeds the maximum number of records returned. Only the first <max num> rows will display."

Enter Schedule Progress Form Toolbar

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

If an activity is assigned to you, meaning you are the assignee for that activity, you can print Progress Reports by clicking Print on the toolbar.

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 statuses for activities for future use 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 for submission or to unmark all activities in the grid that you selected previously.

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. See Activity Field Descriptions for a list of all available fields with descriptions.

You cannot remove default columns on a permanent basis. If you remove default columns, they will display again the next time you access the view.

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 to the field values of the selected activity, this column displays a hyperlinked, underlined asterisk (). Clicking this symbol displays the Progress Changes dialog box, which displays the old and new values of all the fields that you updated for the selected activity.
Select	This column contains a check box 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. Tip: Click the Refresh button to remove rows that you have already submitted. This is useful if you have a long list of entries and only wish to see those that you still have to submit.
Schedule Project	This column is used when viewing a master project. It displays the project ID.
Schedule Project Description	This column displays the schedule project to which the activity belongs.
Activity ID	This column displays the IDs of the project activities.
Activity Description	This column displays a description of each 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. See Actual_Start/Finish for more information about this column. It must be before or equal to the Actual Finish date. It cannot be greater than the Period End Date on the project form Progress tab. It defaults to the Forecast Date when Manually Enter Actual Dates on the Projects form Progress tab is not selected. 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 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. See Actual_Start/Finish for more information about this column. This date cannot be greater than the Period End Date on the project form Progress tab. 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 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 which is on the Projects form Progress tab. 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 the amount of work that has been completed in percent format. When the schedule is loaded into Cobra, 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, see Percent Complete and Physical % Complete and the Activity Physical % Complete (PPC) field description and formula. 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. 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. <blank> — The progress entry has not yet been created. Activities that have no progress entries only display when you select All in the Search Show field. Activities that have no progress entries are not included in the Pending Progress report. 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. PM Compass uses color codes to indicate the workflow status for schedule progress updates. For a description of the colors, see Color Codes for Update Progress Workflows.
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 tab of the Enter Schedule Progress form are displayed as columns in this grid. For more information, see User Fields 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.

Enter Schedule Progress Form Tabs

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

These tabs and grid are also available on the Schedule Analysis form; however, the Schedule Analysis form displays certain fields and options in read-only mode.

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.

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

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

View location

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