The Progress Tracking Beta is ending and the Progress Tracking tool will soon no longer be available. Progress tracking functionality is available now in the Assets tool. Learn more about why we merged Progress Tracking functionality into Assets here.
This article discusses exactly what to expect in this merge. We will migrate all of your Progress Tracking data into the Assets tool and you can understand how that data will appear once it is in Assets.
Progress Tracking Tool
Progress Tracking Objects and Activities
The following shows how specific progress tracking items will translate into Assets:
In Progress Tracking | In Assets |
---|---|
Objects | Assets |
Object Types | Categories* |
Activities | Statuses |
List of Activities | Status Sets** |
*Object Types will be carried over as "Object Type (Progress Tracking)". The name can be changed in Assets by a project administrator.
**Each migrated Object Type will have an associated Status Set created.
Permissions
By default, project members don't have permission to access assets. Members will need to be added to the Assets member list by a project administrator and granted a basic permission to View assets. For how to grant asset permissions, see Asset Permissions.
Markups
Progress Tracking Markups will become Asset Markups. Learn how to use asset markups in Track Assets on Sheets.
The markup status will be the last completed activity.
Reports
The Progress Tracking XLSX report will no longer be available. You can use the Asset Detail Reports (CSV and PDF) in Assets. We also have included status change times in our Data Connector export to support the same information that was available in the Progress Tracking report. We updated our Power BI Templates to provide more insight and information on your project’s activities.
Colours
For Progress Tracking user workflows
Progress Tracking: Create an Object Type
Progress Tracking: Create a list of Activities for an Object Type
Progress Tracking: View and create Progress Tracking objects on a Sheet
Progress Tracking: Reports