Project Managers: Tracking Project Progress and Risks
Procedure
Project managers are responsible of gathering statistics and measuring project performance. When a sprint is complete, they can review and summarize the sprint with insights provided by reports.
The procedure is as follows.
Using Reports
Statistics and reports offer insights into sprint quality, progress, and workloads to enable data-driven improvement.
System and custom reports are provided.
- System reports are the default templates preset in the system and display the overview, person-hours, work item distribution, and sprints. You can select report templates based on your requirements.
- Custom reports show information about bugs and handlers.
Perform the following steps to use reports:
- Access the project details page and choose to switch to the statistics report page.
- Select reports under All to view report statistics in different dimensions.
- Gain in-depth understanding of report statistics.
- Click Create Report.
- Select Custom Report.
- Configure the report name, data setting, and data filtering settings, and customize the analysis dimensions, comparison dimensions, and summary items to be collected.
- Click Save.
Created reports are displayed under All in the navigation pane on the left. You can click the report name to view the statistics. For details, see Viewing Statistics.
Uploading Sprint Summaries
DocMan allows project members to upload project documents, such as sprint and experience summaries, to the cloud.
- Access the project details page and select Documentation.
- Click Upload to upload the project process documents.
- Uploaded documents are displayed in the Documents list. Project members can browse and download the documents online to accumulate project knowledge and summaries.
- To retrieve a deleted document, you can select Recycle Bin to recover the document. You can also empty the recycle bin as required.
- The recycle bin retains only documents and directories deleted in a recent month.
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