Progress Reports

The Progress Report tracks delivery metrics for your Project Manager tasks over a selected date range. Open it by selecting Reports > Progress from the sidebar.

The Progress Report needs Project Manager turned on for your organization. Without it, Progress does not appear under Reports. Owners, admins and account managers can open it.

The toolbar contains the date range picker, filters, metric mode selector, and export button.

Date Range

The date range on the left of the toolbar starts on the last 90 days; the arrows beside it move the period back and forward.

Filters

Filter buttons in the centre of the toolbar narrow the tasks by team, project, client, billable time and tag, and by epic when tasks in the range belong to one. A dropdown at the start of the filter row switches between all tasks, finished ones and those still in progress. Team picks the people who logged time on the tasks, not the assignees. Clear Filters at the end of the row resets them all.

Metric Mode

On the right side of the toolbar, a selector controls which metric the chart displays. The available modes are:

Scope Burned — Cumulative estimated hours completed over time.
Throughput — Number of tasks completed per day.
Velocity — Hours logged per day.
Lead Time — Average number of days from task start to completion.
Accuracy — Ratio of estimated hours to actual hours worked. Shows how well estimates match reality.
Momentum — Hours logged directly against Project Manager tasks per work day, shown as a 7-day rolling average. Time logged to general categories without a linked task is treated as overhead and excluded from momentum.

Each metric is only as good as the data behind it. Accuracy, for example, shows nothing useful unless your tasks have estimates.

Export

Export Report on the right of the toolbar downloads the task ledger as CSV, Excel or JSON, or opens Print / PDF, where you choose the charts and sections to print; see Printing and Export.

The printed ledger includes an Epic column. When any task in the report belongs to an epic, an Epics legend at the end of the report lists each epic's reference and title beside a square in the epic's colour.

Chart

The main chart plots the selected metric over time, with one line per project using the project's colour. Hover over data points to see exact values.

For the Throughput and Velocity modes, an overhead background shows the proportion of time that was not linked to specific Project Manager tasks.

Clicking a point opens its detail. For Scope Burned, Throughput, Lead Time and Accuracy it lists the tasks behind the point with their estimate, hours, variance, lead time and status; expand a task to see its time entries by date. For Momentum and Velocity it splits the day's hours into time on tasks and overhead, with the momentum percentage.

Project Summary

Below the chart, the collapsible Project Summary shows a card for each project, topped with a bar in the project's colour, with its task counts, estimated scope, actual hours, average lead time, accuracy and momentum. Figures in brackets are kept out of the main figure: beside Scope, the estimates of tasks still in the backlog; beside Actual Hours, the hours logged while tasks were in the backlog. Lead time and accuracy are colour-coded.

Capacity Breakdown

If your tasks use capacity types, the collapsible Capacity Breakdown compares them in one table: tasks, estimated scope and actual hours per type, accuracy and overhead colour-coded, and each type's share of the total scope, with a totals row at the bottom.

Ledger

At the bottom of the page, the sortable Progress Ledger lists every Project Manager task that matches your filters.