Track work progress with project metrics
In this step, you will learn how to effectively track project progress using Project Metrics in Workfront. You will explore the Metrics tab to access key performance indicators, such as completed, incomplete, and overdue tasks. You will also learn how to use charts to group tasks or issues by status or priority, and view tasks by assignee based on their status. Additionally, you will discover how to export the metrics page as a PNG file for easy sharing and documentation.
Key takeaways
- Accessing Project Metrics: Navigate to the Metrics tab in the left panel of your project to track progress. You may need to scroll down and click “Show More” to locate it.
- Key Performance Indicators (KPIs): The KPI area displays completed, incomplete, and overdue tasks. Clicking on indicators allows you to view specific tasks.
- Task and Issue Charts: Charts group tasks or issues by status or priority, showing the ratio of complete to incomplete. Hovering over columns reveals quantities.
- Metrics by Assignee: View tasks by assignee based on their status (complete, incomplete, upcoming, or overdue). Preferences are saved for future visits.
- Exporting Metrics: Export the metrics page as a PNG file by clicking the Export button in the upper-right corner of the screen.
Next, you will learn how to track progress from the project timeline to ensure tasks are progressing as planned to meet project deadlines.