Submitting Requests to Team Members

While your team members are working on their tasks, you periodically need progress updates of actual work on assignments. If you've also set up narrative status reports, you can request o narrative status reports as well.

® Requesting Progress Updates As soon as you publish assignments to your team mem-

2 bers, they have the ability to submit updates. It's best for you and your project team to agree on the period when task updates should be submitted; for example, every Monday morning, or every other Wednesday by noon. You might also want them to send you a task update whenever there is a significant change or accomplishment, or whenever a major milestone has been completed.

However, you can explicitly request progress updates any time you want, as follows:

1 Make sure that Project Professional is connected to the project server and that your project is checked out and displayed.

2 If you need information on only certain tasks, display a task view and select those tasks.

3 Click Collaborate, Request Progress Information. Or, on the Collaborate toolbar, click Request Progress Information.

A message appears, stating that your project is being saved when publishing to the project server.

4 Click Yes.

The Request Progress Information dialog box appears.

Request Progress Information

5 In the Request Progress Information For box, select Entire Project, Current View, or Selected Items.

6 In the Request Progress Information For Period From and To boxes, enter the dates for the progress updates you want.

7 Click OK.

Your progress update request is published to the project server. Your team members will see this request on their Project Web Access Home page the next time they log on. Requesting Text-Based Status Reports You can design a status report for team members to complete and submit to you periodically. You set up the time period and the headings. At the designated time periods, your team members write their status report and submit it to the project server. When all team members' reports are in, you can compile them together for a full team status report.

You need to request the status report only when you first set it up. Team members see automated reminders in their Project Web Access Home page when a status report is coming due.

To set up a narrative status report, follow these steps:

1 In your Web browser, log on to Project Web Access and then click Status Reports in the navigation bar (see Figure 22-34).

Figure 22-34. Click Request A Status Report to design a narrative periodic status report.

2 In the side pane, click Request A Status Report.

3 Complete the options on the page and then click Next.

4 Work through the succeeding pages to design the status report the way you need it (see Figure 22-35).

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Step 3 Of 4

Request a status report

Request a status report Createj edit, or delete 1 Title and

Specify the status report sections.

Indicate the topics you want your resources to report on by entering a title and a brief description for each section of the report.

2 Who should report

4 Send the request

Specify the status report sections.

Indicate the topics you want your resources to report on by entering a title and a brief description for each section of the report.

2 Who should report

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1 up 1

Major Accomplishments

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Submit a status report Request a status report |

Figure 22-35. Specify the major topics for the status report.

5 Click Next after each page.

6 On the final page, click Send.

The status report request, details, and schedule are sent to your specified team members.

Project Management Made Easy

Project Management Made Easy

What you need to know about… Project Management Made Easy! Project management consists of more than just a large building project and can encompass small projects as well. No matter what the size of your project, you need to have some sort of project management. How you manage your project has everything to do with its outcome.

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