Project auditing

How can I audit a project to understand when it's been delayed by whom etc?


  • Genevieve P.
    Genevieve P. Employee Admin

    Hi @Stuart McClure

    There are quite a few different ways to do this, but it will depend on your specific use-case and project set up. Are you using a Gantt Chart? Do you have tasks assigned to specific people? Is your project broken up over multiple sheets or are the tasks contained in one sheet?

    I would suggest using conditional formatting in a sheet to highlight a row in a colour if certain criteria aren't met (ex. Finish Date is the past, but your "Done" column doesn't have the row marked as completed.) You could also send an Automated Alert to yourself with the person's name for who's assigned to that row, or create a Report that shows you all tasks that still need to be completed.

    These are just some generic ideas; if you'd like some more help, it would be useful to see a screen capture of your sheet/project so we can understand how you're tracking tasks (but please block out any sensitive data).