Progress tracking, milestones, and reporting

Modeve ERP provides powerful tools to track project progress, set milestones, and generate insightful reports so you can stay on top of performance and make informed decisions.

1. Progress Tracking

Modeve automatically calculates progress in multiple ways:

• Task-based Progress — Percentage completed based on finished tasks/subtasks.

• Manual Progress — You can override and set overall % completion on the project level.

• Real-time Updates — Progress updates instantly when tasks are marked complete.

Where to see progress:

• Project Overview page (big progress circle or bar)

• Main Projects list (progress column)

• Dashboard widgets

2. Milestones

Milestones mark major achievements in a project.

Creating Milestones

1. Open a project → Go to Milestones tab (or Overview).

2. Click + New Milestone.

3. Fill in:

   • Milestone Title (e.g., “Shop Renovation Completed”, “Staff Training Done”)

   • Due Date

   • Description

   • Linked Tasks (optional — auto-complete when tasks are done)

4. Save.

Milestones appear on Gantt charts, Calendar, and project overview for easy tracking.

3. Reporting Features

Go to the main Reports section in the left sidebar for comprehensive insights.

Common Reports Available:

• Project Summary Report — Progress, completion status, delays.

• Task Report — Completed vs pending tasks, workload per person.

• Time Tracking Report — Hours logged per project/task/user.

• Financial Report — Revenue, expenses, profitability per project.

• Ticket Report — Open vs closed tickets, resolution time.

• Team Performance — Individual contributions and productivity.

• Custom Reports — Filter by date range, client, project, etc.

Export Options:

• PDF

• Excel / CSV

• Print

You can schedule recurring reports (weekly/monthly) to be emailed automatically.

4. Dashboard Widgets for Quick Insights

On the main Dashboard you can add/remove widgets such as:

• Overall Progress

• Overdue Tasks

• Milestone Status

• Project Health (On Track / At Risk / Delayed)

5. Best Practices

• Define clear milestones at the start of every project.

• Encourage team members to update tasks daily.

• Review reports weekly during team meetings.

• Use labels and filters for better reporting (e.g., by franchise location).

• Set up automated alerts for delayed milestones or overdue tasks.

Tip: For learning centre franchising, create a standard “Centre Opening Progress Report” template to monitor all new shops consistently.

Need Help?
If you need custom reports or have questions about data shown, contact your company Modeve administrator.