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TaskMapper Project Management

Last updated October 9, 2024

TABLE OF CONTENTS

Project management

Easily manage all your project activities by bringing data from Primavera P6 and Microsoft Projects onto our platform. Based on on-site work, you can update progress manually or automatically through our mobile application. Moreover, you can extract valuable insights to make informed decisions. With this update, all your team members can access the project plan or schedule, update it effortlessly, and ensure that everything is on track.

Create a schedule

You can upload your Primavera P6 (XER/XML) or Microsoft projects (MPP) files on the platform. The software will automatically parse all activities, work breakdown structure, activity codes, user-defined fields, baselines, resources, and costs and extract progress-related information from the uploaded file.

Once the schedule is imported, you will be redirected to the schedule detail page, as shown below:

Figure 1: Project Schedule

Navigating the schedule

You can view the schedule in three formats:

Table + Gantt
Table
Gantt

Click on any of the activities to view their details. The bottom panel includes all information related to the activity, including predecessors, successors, references, comments, and progress history.

Figure 2: Activity details

The right section of the bottom panel displays the activity progress as opposed to the scheduled progress, i.e., the percentage of progress that the activity should have been completed. It highlights any delta between them to represent whether the activity is behind or ahead of schedule. It also includes two key metrics, SPI and CPI, that are useful to track the overall health of the activity/project.

Schedule Performance Index (SPI): It measures the conformance of actual progress (earned value) to the planned progress. The value >1 does not necessarily mean you are ahead of schedule! You can accomplish more work than planned by working on non-critical path work packages.
Cost Performance Index (CPI): It measures the conformance of the work completed (measured by its earned value) to the actual cost incurred.

Update activity's progress

The activity's progress can be updated directly within the system using the Update progress button. Using our mobile application, you can manually update progress in percentages or set up automatic progress updates through work tracked on the field.

Figure 3: Update progress

Set the data date and actual start/finish dates, respectively, for accurate estimates. The activity's progress is automatically rolled up to the corresponding WBS, updating all its ancestor's progress. By default, the progress weightages are considered equally distributed while rolling up. We also support custom weightages for different activities at different levels. Contact our support team ( support@taskmapper.com ) to configure it for your project.

Exporting schedule

You can export the updated schedule using the Elipses > Export option. This will export an Excel file with all the necessary information to be imported back into Primavera P6 for re-baselining and rescheduling the project.

Figure 4: Export

Figure 5: Export Schedule

Adding new versions

Seamlessly upload new versions to the schedule using Elipses > Versions > +New version. Once a new version is uploaded, click on Activate the option to activate the specific version and update the schedule.

Figure 6: Versions

Figure 7: View, activate, or upload the new version

To share a schedule, click on the Share option available in the top-right section of the screen. You can share the schedule with your team members and give them any of the following access:

Figure 8a: Share schedule

Figure 8b: Share schedule

Can view: Can view the schedule and update progress for activities.
Can edit: Can view, modify, update progress, add versions, and share with other members.

Alternatively, you can give Can View access to all members of the asset/project.

Views

You can persist the Gantt/Table and other display configurations and save them as separate views. With this, the project schedule can be visualized in a way that is more convenient for different teams.

Figure 9: Grid-timeline view

Figure 10: Grid view

Figure 11: Timeline view

Project Management FAQ

How to upload a schedule?

Click on Project Management and select 'New Schedule' to upload a project schedule.

Note: Upload supports Primavera P6 or MS project schedule file.
.xer, .xml formats are supported.

How to group activities?

Click on the gear icon and select 'Group by' to group activities.

How to customize the columns in the grid view?

The schedule view can be customised by clicking the '+' and moving the 'Available fields' to 'Added fields'.

How to switch between views?

Image: Grid-timeline view

Image: Grid View

Image: Timeline view

How to search for activities in a WBS?

The search option is available at the top of the schedule page.

How to filter WBS activities by date range?

Click on the filter option available at the top of the page. Choose the date range options and click save

How to update progress for an activity?

The activity's progress is automatically rolled up to the corresponding WBS, updating all its ancestor's progress. By default, the progress weightages are considered equally distributed while rolling up. We support custom weightages for different activities at different levels as well. Contact our support team ( support@sensehawk.com ) to configure it for your project.

How to add custom fields for an activity?

Custom fields can be added for each activity in the schedule. Click on an activity, and in the activity details, click on 'New field' in the general section to add custom fields.