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10.02.2021

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Smart Template: Project Progress Report 4.0

trustkey Smart Template: Project Progress Report

New Smart Template in trustkey: Project Progress Report.

The project progress report documents the progress of the project since the last report in a results-oriented manner.

No – trustkey is not a “new” project management tool. In trustkey, templates can be transferred to smart web programs.  Via our library, we provide pre-configured templates for instructions, forms, lists, etc. that are frequently used in the industrial environment in order to be able to collaborate productively even faster.

Specification and verification documents are often controlled via a certified management system (quality, environment, safety, etc.). With trustkey, all of this can be integrated together without having to tackle each individual topic with a specific – complex – software solution. trustkey is already productive with the first template and adapts to the business requirements.

 

PROJECT MANAGEMENT

Smart Template: Project Progress Report 4.0

trustkey Smart Template: Project Progress Report

You can simply load the template into action pack templates using the “Start from library” function. There you can then adapt it individually to your needs, publish and use it.

The project progress report in trustkey takes off many things

  1. Automatic assignment of the document number for unique identification
  2. Confirmation of edited components (no more annoying N/A necessary!)
  3. Show progress of editing
  4. Ensure that all mandatory fields are processed
  5. Ensure that the correct content is entered
  6. Save and continue working later
  7. Automatic archiving for later access in a secure location
  8. Share content with team members (with or without editing)
  9. Request approvals and document them automatically
  10. Automatically create pdf report with company logo
  11. And much more.

Contents of the preconfigured, customizable project order

Title

Field

Project main data

trustkey Komponente Abschnitt

Section Header

Project number

trustkey Komponente Text-Eingabe

Text Input

Project manager

trustkey Komponente Text-Eingabe

Text Input

Project status

trustkey Komponente Abschnitt

Section Header

Assessment

trustkey Komponente: Optionsgruppe

Options (here: Project crisis, Project in trouble, Project on schedule)

Overall status

trustkey Komponente Text-Eingabe

Text Input

Status by category

trustkey Komponente Abschnitt

Section Header

Project goals

trustkey Komponente Text-Eingabe

Text Input

Performance progress

trustkey Komponente Text-Eingabe

Text Input

Resources / costs

trustkey Komponente Text-Eingabe

Text Input

Context

trustkey Komponente Text-Eingabe

Text Input

Organization / culture

trustkey Komponente Text-Eingabe

Text Input

Actions

trustkey Komponente: Liste

List

Comments

trustkey Komponente: Text-Editor

Text Editor

Confirmation and acknowledgement

trustkey Komponente Abschnitt

Section Header

Project manager

trustkey Komponente: Checkbox

Checkbox

Project owner

trustkey Komponente: Checkbox

Checkbox

 

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