Automatically Create Progress Entries

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 view is blank when you access the view.

You need to schedule the creation of progress entries, regardless of whether or not you choose to automatically create progress entries, because this process advances the Period End Date. For steps, see Schedule the Creation of Progress Entries.

To schedule the creation of progress entries:

1. On the Navigation menu, click Projects » Projects.

2. On the Projects List View toolbar, click Form View.

3. On the Progress tab, select Automatically Create Progress Entries.

4. Click Save.

What do you want to do?

Schedule an alert to enter or approve progress

Configure Progress

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