Scheduled Progress Report or Ad-hoc request
- Click on More and select the Admin option.
- Schedule progress reports requests:
Select System Settings tab, open Task completion reporting Policy group and update the related settings. - Activate progress reporting via email:
Choose Updatable report option to enable reporting via email. - Schedule progress report:
Define on which days progress report will be summarized and sent to resources. - Define life time of the progress report email:
Set the number of days during which user can report his/her progress via specific periodic email. - Ad-hoc progress report request:
Select the work item you want to get an update on, right click mouse and select Send Update Request action to send a progress report email to all members working to complete tasks related to selected work item.
- You are also able to define whether you are using actual and remaining efforts as progress indication or % completion, or both.
- Scheduled progress reports are summarizing all relevant tasks from all active projects into one cohesive email, while ad-hoc progress report request is done on a specific project.
- In case relevant task has no resources assigned, it will be sent to the task’s manager.