PM Tracker Help Guide

Overview

PM Tracker is a powerful project tracking tool that helps you monitor deliverables, milestones, and project progress. It provides a structured way to track project elements and their completion status across different milestones.

Features

Project Management

Create and manage multiple projects:

• Create new projects with custom names
• View and select from existing projects
• Organize projects for easy access

Deliverable Tracking

Track project deliverables with detailed information:

• Create deliverables with unique identifiers
• Add detailed descriptions and notes
• Track deliverable status across milestones
• Set forecast dates for completion

Milestone Management

Define and track project milestones:

• Create project milestones
• Track deliverable completion at each milestone
• Monitor milestone progress

Custom Columns (Premium Feature)

Add custom tracking fields to your projects:

• Create custom columns for additional tracking needs
• Add custom values for each deliverable
• Organize columns in your preferred order

Import/Export

Manage your project data:

• Import project data from external sources
• Export project tracking information
• Backup and restore project data

Getting Started

Creating a New Project

1. Click the "Create New Project" button
2. Enter a project name
3. Click "Create Project" to save

Setting Up Project Tracking

1. Select your project from the list
2. Create deliverables using the "New Deliverable" button
3. Add milestones using the "New Milestone" button
4. Track deliverable status at each milestone

Premium Features

Upgrade to premium to access:

• Unlimited deliverables (free plan limited to 10)
• Unlimited milestones (free plan limited to 5)
• Custom columns for additional tracking

Best Practices

• Use clear, descriptive names for deliverables and milestones
• Regularly update deliverable status and forecast dates
• Add detailed notes for important status changes
• Use custom columns to track additional project metrics
• Export project data regularly for backup
• Keep milestone dates realistic and achievable
• Review project progress regularly

Quick Links