VPO Project Summary Tutorial

The Project Summary Module is used to track deliverable information and Key Milestones for the project.

Quick Links

Use the links to quickly jump to the steps in the article below.

  1. Select Project Summary from the Reports Menu and click on +New.


    There are multiple ways to look at the Project Summary information with the use of views. The views available are:
    ▪ All Deliverables
    ▪ Key Milestones

    To learn more about views, click here

  2. In the PROJECT SUMMARY Section, enter the following information:


    Any field with an asterisk * is a required field and must be entered.

    Task Name:: A descriptive name
    Task Status: A drop-down of the current status of the task
    Description: A detailed description
    Start Date: The start date
    Due Date: The date the task is due
    % Complete: The current percent complete for the task
    Key Milestone: Check this box if this task is a key milestone
    Milestone Status: A drop-down of the milestone statuses


    When finished entering information, click Save and Continue or Save and Close

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