Project Management – Track Project Progress & KPIs

Purpose

The Track Project Progress & KPIs feature provides continuous visibility into how a project is performing against its plan.
It enables project managers and stakeholders to monitor execution progress, delivery health, risks, effort, and financial performance using real-time indicators and historical comparisons.

This ensures informed decision-making, early issue detection, and effective project governance.

Where to Track Project Progress

Access Path:

Project Management → Projects → Open a Project → Summary (if enabled)

Progress tracking is mainly performed through:

The Summary tab
Baselines
Aggregated indicators derived from work items, milestones, resources, and commercials

Summary Tab – Project Health Overview

The Summary tab provides a consolidated, real-time view of the project’s current state.

Typical indicators include:

Overdue work items
Work items approaching deadlines
Distribution of work by status
Resource workload highlights
Key delivery warnings

This view allows project managers to quickly assess whether the project is on track or at risk.

Progress Tracking Logic

Project progress is calculated automatically based on:

Work item statuses
Completion percentages
Dependencies and timelines
Milestone completion
Resource allocations

There is no manual “project progress” field — progress is always derived from execution data.

Key Performance Indicators (KPIs)

KPIs provide objective measures of project performance.
Common KPI dimensions include:

Schedule

Planned vs actual dates
Overdue items
Milestone delays

Execution

Work items completed vs total
Progress by phase or sprint
Bottlenecks and blocked items

Resources

Planned vs allocated effort
Over-allocated resources
Unassigned work

Financials

Cost vs sell price
Margin evolution
Billing progress vs delivery

Available KPIs depend on the project process and configuration.

Baselines

What Is a Baseline?

A Baseline is a snapshot of the project plan at a specific point in time.

Baselines typically capture:

Work item dates
Effort
Cost
Structure

They allow comparison between:

Original plan
Current execution
Revised plans

Using Baselines

Baselines are used to:

Track deviations over time
Support project audits
Analyze planning accuracy
Explain delays or cost overruns

Multiple baselines can exist for the same project.

Cross-Module Visibility

Project KPIs may also appear in:

Dashboards (Insights module)
Portfolio or management views
Executive reporting

This ensures alignment between operational execution and strategic oversight.

Status & Governance Indicators

Project-level status (e.g., Not Started, In Progress, Completed) complements KPI data by providing a governance perspective.

Status updates are typically:

Manual
Controlled by permissions
Used for reporting and portfolio views

Best Practices

Review the Summary tab regularly (daily or weekly)
Use baselines before major planning changes
Focus on trends, not just current values
Act early on overdue or blocked work items
Combine financial and delivery KPIs for balanced decisions

What This Enables

By tracking progress and KPIs, organizations can:

Detect issues early
Improve delivery predictability
Maintain stakeholder confidence
Strengthen governance and accountability
Continuously improve planning accuracy

Project Management – Projects (Overview)
Project Management – Work Items
Project Management – Milestones
Project Management – Resource Manager
Project Management – Commercials
Insights – Dashboards

Project Management – Track Project Progress & KPIs