How to Monitor Project Progress and Milestones with TeamBoard ProScheduler?

Monitoring project progress and milestones is essential for ensuring that projects stay on track and meet their goals. With TeamBoard ProScheduler, you can effectively oversee multiple projects and programs using powerful tools designed for comprehensive project management.

This guide will show you how to utilize Timeline, Gantt chart, and Dashboard features to keep your projects on schedule and within scope, providing you with the insights needed to make informed decisions and achieve successful outcomes. Here are step-by-step guide:

Step 1: Allocate Resources for Projects

Start with a Project: Create a new Jira project or use an existing one. You can find all Jira projects within TeamBoard ProScheduler and start planning and allocating resources directly.

Add Resources: Access the project and add resources from Jira users or TeamBoard users to plan and assign tasks.

Step 2: Project Planning

Use the schedule board to plan and assign tasks to multiple assignees.
Perform capacity planning for each task of each team member to optimize resource usage.

Drag-and-drop Jira issues into the schedule board to visualize resource tasks.

Step 3: Project Progress Tracking

1. Track Task Progress with Timeline

The timeline feature in TeamBoard ProScheduler is a powerful tool to keep track of task progress while maintaining the Jira hierarchy. As a board admin, you can import task data files directly into the timeline. This allows you to continue tracking and managing tasks without starting from scratch.

Track progress: In the board settings, enable progress tracking. You can choose to track progress based on task descendants (sub-tasks) or actual completion values. You can also adjust task progress easily with a drag-and-drop interface. Simply drag the progress bar to update the percentage completion of each task.

Set Dependencies and Enable Auto-Scheduling: Establish relationships between tasks to reflect their dependencies. You can set dependencies in four ways: Start to Start, Start to Finish, Finish to Start, Finish to Finish. Once dependencies are set, enable auto-scheduling to automate the adjustment of start and due dates based on changes in task progress. This ensures that your project schedule stays accurate and up-to-date without manual intervention.

2. Using the Gantt Chart

The Gantt chart in TeamBoard ProScheduler is a robust tool for managing and tracking your project. Like the Timeline, the Gantt chart allows you to import task data files into your project for efficient management and tracking. You can also establish dependencies and enable auto-scheduling just like you would with the Timeline.

Moreover, the Gantt chart offers several features to enhance progress tracking:

Critical Path: Highlight the tasks that are most important and must be completed to finish the project. This helps you focus on key tasks and adjust the project progress accordingly.

Baseline: Create a baseline to compare the original schedule with the actual schedule. This provides valuable insights to monitor progress and ensure the project stays on track.

Step 4: Set Milestones for the Project

Convert tasks to milestones in the Timeline or Gantt chart to track significant project phases and ensure your project meets key deadlines. This is particularly helpful for monitoring progress and maintaining a clear overview of important achievements throughout the project.

Step 5: Track Project Progress on the Dashboard

Get an overview of your project progress on the dashboard. Compare the percentage of completed tasks with those still in progress. You can also monitor the progress of each employee responsible for specific tasks, ensuring everyone stays on track and meets the project’s goals.

Step 6: Continuous Monitoring

Real-Time Updates: Utilize real-time data from dashboards and Gantt charts to keep a constant eye on project progress.
Alert System: Alerts for potential delays, resource overloads, or missed milestones, allowing you to proactively address and resolve issues before they escalate.

Monitoring project progress and milestones with TeamBoard ProScheduler ensures efficient and organized project management. By effectively allocating resources, planning projects, tracking progress through timelines and Gantt charts, you can keep your projects on track. Utilizing these features helps you maintain a clear overview of your project’s status, ensuring timely completion and successful outcomes.

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