Keeping your Project Updated

This article provides some quick tips for project managers to keep project statuses and dates current for accurate reports.

Project Status Update Guidelines

Project status updates are an important part of keeping stakeholders informed about projects, monitor risks and barriers that need to be resolved, and to help in resource management and allocation.  They are also critical in overall portfolio management and project prioritization.  

Project updates are typically done by the Project Manager.  It is recommended that updates be done routinely on a weekly or bi-weekly basis. Project status updates may appear in reports and dashboards, so plain language is recommended.  

To update a project in TDx:

1. Locate the project you want to update in the Projects App in TDNext and select 'Manage':
   
   
    
2. Under the Project Details, select 'Update':
   
   
    
3. Verify:
   1. Has the status changed?
   2. Is the health correct?
   3. Has work been completed, if so update the percent complete.
   4. Has the desired go-live date changed?​​​​
       
4. Add some comments, you can use a template buts its not required.  Updates may appear in project dashboards and reports.
   
   
   
    
5. Click 'Save'.
6. On the 'General Tab', verify the project start and end dates. Are these dates still correct? Update if needed, these dates drive Project GANT charts.
   
   
    
7. Click 'Save'.

At this point the project update is complete.