Setting up for Project Tracking
1. Navigate Tools > Tracking > Set Baseline…
2. Select Set baseline radio option and Baseline dropdown option. Click OK button.
Configure the View
3. Navigate View > Tracking Gantt
4. Display the Tracking toolbar by right clicking the mouse at the toolbar area and selecting Tracking option.
5. Turn on the Tracking Tables by navigation View > Table Entry > Tracking.
Set the Status Date
6. Navigate Project > Project Information…
7. Set the Status Date
8. Display the Vertical Line indicator for the Status Date by navigating Format > Gridlines…
9. Select Status Date from the Line to change: options and adjust the Type: and Color: too.
Set More Options
10. Navigate Tools > Options…
11. Go to Edit tab and uncheck "Allow cell drag and drop" option.
12. Open the Schedule tab and uncheck "Autolink inserted or moved tasks" option.
13. Open the Calculation tab and check “Move end of completed parts after status date back to status date” and “Move start of remaining parts before statusdate forward to status date” options.
Modify the Task Type
14. Click the upper left most corner of the Task panel. This should select all tasks. Then click on the Task Information icon at the Toolbar.
15. On the Multiple Task Information dialog, go to Advanced tab and set Task type: to Fixed Units with Effort driven option off.
Now you’re done preparing the schedule for Tracking purposes. You can now proceed collecting updates from your team and update respective task information.
Updating Particular Task Information
16. Select a Task to update and click the Update Tasks icon at the Tracking Toolbar.
17. Make your updates to % Complete, Actual dur:, Remaining dur:, Start: and Finish: options as needed. You can also add Notes….
View Project Statistics
18. After making task updates, click the Project Statistics icon at the Tracking toolbar. You can see the Percent complete: for the project.
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