Help · Board-level tracking

Project Tracker

A live portfolio view of change projects for the board that funds them: decisions with their reasoning, risks, gates and a health check that reports what is missing.

Open the sandbox Open live Project Tracker About Project Tracker

Getting started

GuideGetting started with Project TrackerWhat Project Tracker is for, what each access level sees, and where everything is.GuideRead the overview and the roadmapThe portfolio's headline figures, the board's next asks, and every project on a timeline.GuideFind a project and read its pageFilter and search the projects, then read one project's plan, decisions, risks and benefits.ArticleDecisions, open questions and risks across the portfolioHow the Decision Log, On the Table and Risks & Issues bring every project's records together.

Keeping projects up to date

GuideThe control page and the health checkWhere editors work, and the findings that tell you what is missing before the board asks.GuideAdd, duplicate or delete a projectCreate a project as a draft, start one from a copy, or take one off the board.GuideRecord milestones, decisions, risks and updatesAdd and change the records each project carries, and the rules each one follows.GuidePut a question on the table with its optionsRecord an open question with its costed options, so the board can shape the answer.ArticleWhat the tracker checks when you saveWhich problems stop a save, which only warn you, and what to do if someone else changed the record.

Publishing to the board

GuidePublish your changes to the board viewRelease your staged changes to the board, with a second person for large budget changes.

Linked delivery work

GuideLink a project to its delivery work in ProjectsShow the delivery work's progress and risks on the board's project page.GuideDecide on what the delivery work raisesAccept or dismiss the risks and new dates that arrive from Projects.

Running the portfolio

GuideRead and export the change logEvery change, who made it and when, and whether it has reached the board.GuideExport, import and resetDownload the portfolio, load an exported file back in, or restore the sandbox's data.GuidePortfolio details and settingsThe board, the position date and the stage gates, and the thresholds the checks use.

Questions and answers

Why can't I change a project?

Board Members and Auditors read only. A Project Owner changes only the projects that carry their sign-in; any other project opens with You can read this project but not change it. Ask a Portfolio Editor to put your sign-in on the project if it should be yours.

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I saved a change. Why isn't it on the board view?

Saved changes are drafts until they are published. Portfolio Editors and Administrators publish their own changes from the control page. Project Owners cannot publish: ask a Portfolio Editor. The bar above the tabs shows how many changes are unpublished.

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Why does it say Commercial detail restricted?

Budgets and the funding route are hidden from Board Members and Auditors while a procurement is live, and from Project Owners on other people's projects. They are left out, not shown as £0, so totals such as the approved budget on Overview leave those projects out and say how many. Once an editor ticks Commercial detail open to the board, everyone sees them.

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Can I attach a document to a project?

Not yet. Under Documents, list each one by its title and a short detail, such as its type, length and status, so the board knows it exists and where to ask for it.

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What is the difference between Project Tracker and Projects?

Project Tracker is the board's view: phases, gates, decisions with their reasoning, open questions, the risk register and budgets, published when ready. Projects is where the delivery work is planned and run, task by task. Link the two and the delivery work's progress, risks and dates show on the project's Delivery card here.

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Is the data in the sandbox real?

No. The sandbox's portfolio, people and projects are fictional, and they are reset every night. Try anything you like.

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