Progress and Status Updates (Check in)
- Tatiana Petrovskaia
- Ekaterina Chueva
This section describes how to update target progress through check-in. You can check in a target from the following Planner entities:
Planner List view
Target information sidebar
Planner Timeline view
Target Statuses
This is the legend of Gantt chart of the DC Planner application.
Status Name and Color | Description |
|---|---|
GRAY
| The target status: NOT STARTED The target doesn't have a progress and its start date is in the future |
GREEN
| The target status: ON TRACK The target has a progress and it goes according to the plan OR COMPLETE The target is accomplished and the progress is 100% |
ORANGE
| The target status: AT RISK Displays an incomplete target (it may have progress or not) but it goes slightly not according to plan |
RED
| The target status: OFF TRACK The target is incomplete and in a dangerous state |
1. List View Check In
.To check in a target in the List view:
In the right or the required target row, click ⋮ (ellipsis), and then click Check in. The Check-In sidebar opens.
In the Current Progress specify the target progress in %.
Click Check-In.
You cannot directly update the progress of a parent target having child targets. To do that you need to update the progress of the child targets.
2. Target sidebar Check In
To check in a target in the List view:
Open the sidebar of the required target.
In the upper left, click Check in. The Check-In opens.
In the Current Progress specify the target progress in %. See Fig. 2.
Click Check-In.
You cannot directly update the progress of a parent target having child targets. To do that you need to update the progress of the child targets.
3. Planner Timeline view
To change the progress of a target:
Pause on a target. The system displays the progress grip ꕔ (triangle) on the target line.
Drag the progress grip.
4. Progress constraints
Progress of child targets directly affect progress of a parent target.
Formula: Sum of the child targets' progress / Quantity of the child targets.
(for this reason, progress of a Key Result directly affects progress of a parent Objective).Progress of an Initiative doesn’t affect progress of a Key Result/Objective
Progress of a Milestone doesn’t affect progress of a Key Result/Objective