Project Planning and Tracking

Plan, execute, track, and govern project work through configurable project structures, Gantt visibility, worksheet-style updates, role-based task execution, and progress reporting.

What the Capability Enables

Overview

Project Planning and Tracking provides a structured way to manage complex work across projects, sub-projects, tasks, and subtasks. Work can be planned against dates, assigned to responsible users, tracked through execution, and reported with evidence.

Teams can plan within Protrak or maintain continuity from existing planning tools through MPP import/export. Graphical Gantt views provide schedule visibility, while worksheet-style grids support detailed planning, assignment, progress entry, and field execution updates.

Configured collaboration

What the Capability Enables

Plan project work in a controlled hierarchy.
Visualize schedules through Gantt timelines and maintain details in worksheet-style grids.
Track baseline, forecast, planned, and actual dates.
Capture field progress with quantities, manpower, materials, equipment, photos, delay reasons, and completion details.
Give operational and management roles visibility into work that needs attention.

Operational capability

Core Capabilities

Hierarchical Project Breakdown

Protrak supports project structures that reflect how operational work is executed across projects, buildings, sub-projects, tasks, subtasks, and daily progress records.

Completion or delay at the lowest task level can affect parent tasks, sub-projects, and overall project status.

What this enables

Model structured project hierarchies.
Represent engineering, site preparation, construction, quality, and completion workflows.
Roll up lower-level progress and status into parent and project visibility.

Use cases

Divide a construction project into buildings and operational activities.
Identify the parent activity affected by a delayed child task.
Give management a project view while site teams update daily progress.

Gantt-Based Schedule Visibility

The Gantt view provides a graphical representation of timelines, task overlaps, delays, and schedule movement.

Baseline bars and planned or forecast bars can be compared to understand the approved schedule and current execution dates.

What this enables

View the full project plan graphically.
Track baseline, planned or forecast, and actual dates.
Use delay indicators and forecast changes to identify work at risk.

Use cases

Check alignment with the approved baseline.
Identify slipped activities and forecast movement.
Use a visual schedule during customer review meetings.

Calendar-Aware Date Calculations

Project schedules can use customer-specific working days, working hours, and holidays so duration calculations reflect real availability.

When task starts or durations change, Protrak can recalculate forecast dates and reflect impacts across dependent or parent tasks.

What this enables

Configure project or organization calendars.
Calculate end dates while excluding non-working days and holidays.
Adjust dependent and parent dates when child tasks move.

Use cases

Exclude Sundays or local holidays from calculations.
Move forecast dates according to delay and remaining duration.
Maintain different calendars for locations or projects.

Worksheet-Style Planning and Execution

The task worksheet exposes detailed task attributes in an Excel-like grid for maintaining large task lists.

Columns can cover actual dates, duration, work done, assignment, activity type, quantities, progress, and other configured fields.

What this enables

Maintain detailed attributes in an Excel-like worksheet.
Update owners, duration, quantity, units, progress, activity type, and configured task details.
Use filtering and grid-style editing for high-volume planning.

Use cases

Assign many tasks and update repeated values quickly.
Use familiar spreadsheet-like planning with platform governance.
Combine Gantt timeline review with worksheet operational detail.

Daily Progress and Evidence Capture

Execution users can record completed work against a task in chunks across its duration.

This supports daily reporting with traceable labor, materials, equipment, photos, delay reasons, and completion details.

What this enables

Capture quantities, manpower, material, equipment, photos, delays, and completion details.
Apply customer rules to progress percentages.
Provide dashboards for today's tasks, weekly tasks, delays, and schedule health.

Use cases

Update completed quantity and attach photos.
Capture consistent reasons for weather, material, or site delays.
Provide daily, weekly, or monthly visibility without manual consolidation.

Configured process

How the Capability Works

1
Create a project and define its metadata, roles, and calendar.
2
Build the plan in Protrak or import an existing MPP plan.
3
Review Gantt and worksheet views, assign tasks, and update baseline dates.
4
Let execution users initiate tasks, record progress, capture evidence, and complete work.
5
Roll up status and schedule impact into parent tasks and project dashboards.

In practice

Customer Scenarios

Scenario 1

Migrating an existing project plan

Import an existing Microsoft Project plan so its hierarchy and schedule become available for governed execution in Protrak.

Scenario 2

Managing delayed field work

Move forecast dates based on duration and calendar rules while preserving approved baseline dates.

Scenario 3

Role-specific execution dashboards

Site engineers update today's work while planners and managers track ownership, schedule impact, and delay visibility.

Controlled collaboration

Configuration and Governance

Configure structures, task attributes, calendars, dashboards, lifecycle states, access rules, and reports per customer process.
Restrict users to authorized projects, tasks, or records through role-based and rule-based access.
Define who can initiate, complete, promote, or review work at each lifecycle state.
Trace activities, promotions, status changes, and progress entries.

Customer Value

Bring planning, execution, field evidence, and reporting into one governed operational platform.
Reduce dependency on disconnected project files, manual reports, and follow-up channels.
Combine baseline, forecast, actuals, delays, and progress in one view.
Support customer-specific planning models without forcing a fixed template.

Collaboration

Connect Project Planning with Governed Execution

Bring planning, execution, field evidence, schedule visibility, and reporting into one governed operational platform.

Configure Protrak for Your Business Explore Collaboration