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XTM Academy

Project manager's monitoring active projects checklist

Tip

The purpose of this checklist is to provide a guide on the common items that a Project Manager must monitor during the course of a project delivery cycle, where to find the information, and in some cases steps that can be taken to resolve any issues that may arise.

Description of the primary tools used for reporting and due date modifications

  • The four primary tools used within XTM and this checklist to monitor project status, view all reports and update projects are:

    • The project list.Opening the project list

      Note

      In all cases, all reports and monitoring tools within the project list can only be viewed within XTM.

    • Actions

      Tip

      In most cases, all reports within the Actions menu are exported into Excel.

      • This menu also allows bulk changes to multiple projects, such as extending due dates and reassigning Project Managers

    • In both of the above cases use the Advanced Search tools to filter data.

    • Save the Advanced Searches for later use by using Project Filters.

In this section: