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Overview
1. Timeline reports show a project's tasks, durations, and relationships, helping teams track progress and understand task connections.
Timeline Task Reports
2. A timeline task report is a user-friendly way to visualize a project's tasks along with their durations and connections over a period of time. It gives everyone involved in the project – managers, team members, and stakeholders – a clear picture of how the project is moving along and how each task relates to the others. To access this report, navigate to TIME & TASKS > Tasks > Timeline Reports.
3. Click the Timeline Tasks Report hyperlink.
4. Once opened, adjust the available filters as needed to refine the report based on the specific information you want to review.
5. Click the Excel, Preview or Print button to download and view the report.
6. Preview of the Timeline Task Report showing key fields, layout, and data structure.
Client Weekly WIP Report
7. A Client Weekly Work in Progress (WIP) report is a weekly update that can be shared with clients to provide an overview of ongoing projects, tasks, and progress made during the week. The purpose of this report is to keep clients informed about the status of their projects, address any concerns or questions they may have, and maintain transparency throughout the project lifecycle. To access this report, navigate to TIME & TASKS > Tasks > Timeline Reports.
8. Click the Client Weekly WIP Report hyperlink.
9. Once opened, adjust the available filters as needed to refine the report based on the specific information you want to review.
10. Click the Excel, Preview or Print button to download and view the report.
11. Preview of the Client Weekly WIP Report showing key fields, layout, and data structure.
Traffic Weekly WIP Report
12. A Traffic Weekly Work in Progress (WIP) report is a systematic update that outlines the ongoing tasks, progress, and status of multiple projects within an organization. Shared on a weekly basis, it helps team members, managers, and stakeholders stay informed about project developments and ensures efficient resource allocation and task prioritization. This report assists in maintaining transparency, addressing potential bottlenecks, and facilitating smooth project execution. To access this report, navigate to TIME & TASKS > Tasks > Timeline Reports.
13. Click the Traffic Weekly WIP Report hyperlink.
14. Once opened, adjust the available filters as needed to refine the report based on the specific information you want to review.
15. Click the Excel, Preview or Print button to download and view the report.
16. Preview of the Traffic Weekly WIP Report showing key fields, layout, and data structure.
