Set up the progress visualization feature

VOGSY’s progress visualization feature is a graphical metaphor that represents the overall performance health of a project. You can base this visualization feature on the project’s margin or on its schedule, which is based on the project’s start and end dates. Businesses that sell hours usually consider a project’s margin to be the best indicator of performance. Companies that do fixed rate projects usually want the visualization feature to be based on the schedule (and they use the percentage completion indicator as well).

To set the basis for the feature, do the following:

  1. Go to the back office and scroll down to the Settings section, and click Project settings. This will open the Project settings page.

  2. Scroll down the page to the Weather indicator fine tuning section.

  3. Go to the Base project weather on section and select either the Schedule check box or the Actual margin check box.

    Instead of Actual margin, the option might be Margin forecast; it depends on what you have selected in the Margin indicators are based on section of the Project settings page.

  4. Depending on which method you selected, you can fine-tune the Schedule percentage points or Margin percentages, or you can keep the default settings.

  5. Click Save.