2.2 How to Review Project Progress and Activity History

Use Project → Progress to monitor project activities, review completed work, check supporting records, and understand how an activity has changed over time.

You can review progress at the project level or open an individual activity to see its chart, comments, attachments, details, and update history. When a review identifies an issue or required action, you can follow up using To-Dos.

Review project progress

Open Project → Progress to see the Progress Activities in a project.

The Progress page shows the status of each activity, including information such as:

Completed quantity
Total quantity
Activity schedule
Progress status

Use this view to quickly understand what work is progressing, what remains to be completed, and which activities may need attention.

Open an activity detail page

Open an activity to review its progress and supporting records in more detail.

Open the Project.
Go to Project → Progress.
Select the activity you want to review.
Review the activity detail panel.

The activity detail page shows information such as the activity name, progress bar, completed and remaining quantity, total quantity, days left, and activity period.

Use the activity tabs

Use the tabs inside an activity to review different parts of its record.

Chart

Shows progress over time and daily performance. Use it to understand how the activity is progressing against its target.

Comment

Use comments to discuss the activity, ask questions, or provide additional context.

History

Shows changes made to the activity and its updates. Use it to understand what changed, who made the change, and when it happened.

Attachment

Shows files and photos uploaded to the activity and its updates.

Details

Shows the activity's setup information.

Tip: Use the tabs together when reviewing an activity. For example, check the Chart to understand progress, Attachment to verify site evidence, and History to investigate changes.

View all records

Select View all record to open the full activity record view.

This lets you review Progress Updates by date or date range. Select a record from the right panel to view the details of that update.

A record may include:

Update date
Quantity for the day
Attachments
Tagged manpower
Tagged equipment
History for the selected record

Tip: Use the date or date-range view when you need to review how work progressed across multiple days.

Check activity history

Use History to understand and audit changes made to an activity and its records.

History may include actions such as:

Quantity added, updated, or deleted
Attachment added or deleted
Activity details updated
Unit changed
Total quantity changed
Duration changed
Activity created
User who made the change
Date and time of the change

This is useful when you need to understand why progress changed, who updated a record, or whether an activity's setup was modified.

Use records for follow-up

While reviewing progress, look for records that require clarification or action.

For example:

Progress is behind schedule
A quantity was entered incorrectly
Supporting attachments are missing
Manpower or equipment was not tagged
An issue is mentioned in a comment
Activity details were changed unexpectedly

When an issue requires a specific person or team to take action, create a To-Do so the follow-up can be assigned and tracked.

For more information, see the Tasks & Workflows articles.

Typical workflow

A typical Progress review workflow looks like this:

Open Project → Progress.
Review the activity list and identify activities that need attention.
Select an activity.
Check the progress bar, completed quantity, remaining quantity, and days left.
Open Chart to review progress over time.
Open Attachment to review supporting files and photos.
Open History to investigate changes.
Select View all record to review detailed updates by date.
Create a To-Do when the review identifies an action that needs to be assigned and tracked.

What you'll have after a review

You can quickly understand the activity's current progress, supporting evidence, update history, and outstanding actions without having to piece information together from separate records.