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Overview

Quick Status is the primary way Control Account Managers submit schedule updates. It displays a filtered list of activities assigned to your work packages and lets you update dates, percent complete, and activity steps directly in the grid. When you are done, you submit the changes to your administrator for review and approval. Once approved, those changes are written back into the live schedule.

Prerequisites

  • Select a project from the project selector.
  • You must have Schedule access assigned to your account for at least one work package in the selected project.

Entering Status Updates

Updating Activity Dates and Percent Complete

Each activity row shows the current scheduled values. Click a cell to edit it inline:
FieldWhat to Enter
Activity DescriptionUpdated activity name (if changed)
Start DateRevised start date
Finish DateRevised finish date
DurationUpdated activity duration
% CompleteCurrent percent complete (0–100)
CommentNotes for the administrator explaining your changes
To apply the same start or finish date to multiple consecutive activities, use the fill-down feature: set the date on the first row, then drag down to apply it to the rows below.

Managing Activity Steps

Activities with steps display a detail row beneath them. Expand the activity to see its steps. In edit mode you can:
  • Add a step — Enter a step ID, description, weight, and percent complete.
  • Update a step — Edit percent complete or description inline.
  • Delete a step — Remove a step that is no longer needed.
Step progress rolls up to the activity’s overall percent complete based on step weights.

Predecessor and Successor Changes

If an activity’s dependencies have changed, you can add or remove predecessors and successors directly in the activity detail panel. These dependency changes are captured as part of the submission and applied to the schedule when approved.

Reviewing and Submitting

When your updates are complete, click Review to open a summary view showing exactly what will be submitted — your proposed dates and percent complete alongside the current values. This is your final chance to check the changes before they go to your administrator. Once satisfied, click Submit. The updates are sent to Admin > Schedule Status Updates where your administrator reviews and approves them.
Submitted changes do not appear in the live schedule until an administrator approves them. If you need to revise a submission before it is approved, you can delete the pending update and re-enter it.

Deleting a Pending Update

If you need to withdraw an update you have already submitted (but that has not yet been approved), locate the row in Quick Status and click Delete. This removes the pending submission. You can then re-enter corrected values and resubmit.

Saved Views

Quick Status supports named saved views that preserve your column layout, grouping, and filter settings. Use the view selector in the toolbar to save and reload your own named views. Quick Status