Finding full details about a Project

Project information and the task it contains

Leoni Keogh avatar
Written by Leoni Keogh
Updated over a week ago

If you click on the name of a Project from MyTrack, the Projects Homepage or from elsewhere in WeTrack, you will be taken to the Project Details Page for that Project. This page gives an overall summary of that Project, the Task Groups and Tasks it contains, any Risks, Issues and Opportunities, any Comments or Attachments, as well as the people and groups responsible for its completion – and much more!

In short, this is the place to go to look into the detail of a project. Crucially, you can now make changes to the project in this view, too – simply hover over any field and click ‘Edit’ to update the information for that field.

The page is split into two halves. The top half contains detail about the Project itself, including the following:

  • Project title, at the very top of the page;

  • Its RAG Status, calculated as an average of its component Tasks;

  • Its Percentage Completion, calculated as the percentage of the project’s tasks that have been marked blue / complete;

  • Expected Due Date, a user-chosen due date which can be compared with the actual due date (the due date of the final task);

  • Any responsible department or individual;

  • Project Status, which can be Proposed, Active or Closed;

  • Privacy Status, which can be Open or Confidential, to restrict the users who can see the project;

  • Event, if associated to an event;

  • The Start and Due Dates of the project, and the Baseline Start and Due Dates, based on the tasks within the project;

  • And you can click ‘Show More’ to reveal the Project ref code and Description, and any tags applied to the Project.

The second tab in the top half of the page shows you any Zone, Area or Location that has been applied to the Project. You can set up zones and areas in the Location Manager, found in Settings.

The third tab in the top half of the page allows you to add any subscribers to the Project – users who might not own any tasks in the project but need to be aware of its progress.

In the second half of the page are seven more tabs that reveal greater detail about the items within and associated to the project.

  • History. This tab lets you add comments to the project and also shows you a full audit history of all changes or additions to the project.

  • Task Groups. Task groups are a tool to group similar tasks together within a project. Here you can view a breakdown of your task groups and the tasks within, as well as adding more task groups or tasks.

  • Tasks. Tasks are the basic unit of work in WeTrack. Here you can view a list of all tasks associated within this Project, or create more tasks.

  • Risks, Issues and Opportunities tabs. Here you can view lists of all risks, issues and opportunities associated within this Project, or create more.

  • Attachments. Here, you can upload files or links to the project, or view any files and links that have already been associated to the project.

When viewing a Project Details Page, the left-hand side-panel (just to the left of the Project Detail) is a handy navigation tool. Here, you can click on other Projects, or click ‘Back’ to return to the full list of Projects. Any filters that you had applied will remain active.

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