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Progress Tracking report

The Progress Tracking report lists your projects side by side with how much work is done, how many tasks are blocked and how confident the team is about delivery. Use it for a weekly check-in when you need to spot which projects need attention without opening each one.

At a glance

What it isA project-by-project progress table with summary counts
Where to find itReporting > Progress Tracking
Who can use itPeople with access to Reporting

What the page shows

At the top, summary cards count Total projects and how many are On track, At risk, Off track or Confidence not set.

Below that, the table has these columns:

ColumnWhat it tells you
ProjectThe project name
ClientThe client linked to the project
% CompleteShare of tasks done. Hover to see “X of Y tasks done”. Empty projects show “No tasks yet”
BlockedNumber of tasks with an unresolved Blocked by dependency
Delivery ConfidenceThe level someone has set: On track, At risk, Off track or Not set
Last updatedWhen the confidence was last changed, and by whom

How to filter the list

  1. Type in the search box to find a project or client by name.
  2. Click a chip - All, On track, At risk, Off track or Not set - to show one confidence level.
  3. Open Percent complete and choose No tasks yet, 0-25%, 26-50%, 51-75% or 76-100%.
  4. Turn on Has blockers to see only projects with blocked tasks.

If nothing matches you will see “No projects match these filters”. Archived projects are left out, and the page tells you how many were excluded.

How to set delivery confidence

Delivery confidence is a judgment call, not a calculation. Click the value in the Delivery Confidence column, choose a level, optionally type a short note, then click Save note. Worklenz confirms with “Delivery Confidence updated”. Depending on your role you may see the value without being able to change it.

The Open Insights link on the page takes you to Insights.

Best practices

  • Start with Has blockers, because the Blocked count only includes tasks with an unresolved Blocked by dependency.
  • Add a short note when you move a project to At risk or Off track, since the table shows who changed the value and when.
  • Treat Not set as unreviewed rather than healthy, because confidence is entered by a person and is not calculated.
  • Pair this page with the Projects report when percent complete looks fine but dates do not, since percent complete only counts tasks done.