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Tracking milestone status history (not just a snapshot)
I haven't made the jump from spreadsheets to a software platform for one reason: I want to be able to see the history of a project's milestones over time--not just the current snapshot. Is there a platform out there that can do this? For example, say one of my project managers is working on a project with 5 milestones. I'd like a report that shows how the status of these milestones has evolved. Initially, they were all green. Then 3 of her milestones went yellow then red for a period of time, but now everything's back into green. This is important to me because I want to see at a glance if things are getting better or worse. This is something we've done in spreadsheets for years, but I haven't seen a PM software that does this. Does it exist?
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Hi Evan
You should be able to do that in a couple of ways in tools like MS Project or Primavera P6.

In MS Project you could setup your schedule of activities including all the milestones with their planned start/finish dates.

Navigate to the Project menu and select Set Baseline and click OK

That copies your original milestone dates into a separate set of baseline date fields. You can then update your actual progress including any date changes on your activities and get a visual on your Gantt chart view of any slippage. You can filter your Gantt to just show the milestones too.
You could then save a baseline at the end of each period (month, quarter etc.) and it'll save those dates into Baseline 2, 3, 4 etc.
Then setup a custom tracking report showing all the milestone date fields, even export it to Excel if you want.
Desktop version of MS Project restricts you to a maximum of 10 baselines but if you're using MS Project Server version or Primavera P6 you don't have that restriction.

If you're already using the Baseline date fields to track the original contract dates on a commercial project for instance, there's another way you could do it and still get the same results out.

MS Project lets you save an interim version of your plan which does essentially the same as baselining but saves the dates into Interim Plan 1, Interim plan 2 etc. date fields. Setup a custom report and then you're good to go. Same caveat on the desktop version of MS Project though with a maximum of 10 interim plans.

Primavera does essentially the same thing too but it's called PEND (Period end reporting)

Majority of these scheduling tools will do mostly anything you could possibly want if you know scheduling and how to navigate around the tool.

Hope that helps.
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1 reply by Evan Stephens
Sep 25, 2020 4:06 PM
Evan Stephens
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Thank you for your thoughtful response, Neil. Originally, I had in mind more lightweight applications than either Primavera or MS Project. But maybe what I'm trying to accomplish would necessitate a more full-featured application.
Sep 25, 2020 1:35 PM
Replying to Neil Harkin
...
Hi Evan
You should be able to do that in a couple of ways in tools like MS Project or Primavera P6.

In MS Project you could setup your schedule of activities including all the milestones with their planned start/finish dates.

Navigate to the Project menu and select Set Baseline and click OK

That copies your original milestone dates into a separate set of baseline date fields. You can then update your actual progress including any date changes on your activities and get a visual on your Gantt chart view of any slippage. You can filter your Gantt to just show the milestones too.
You could then save a baseline at the end of each period (month, quarter etc.) and it'll save those dates into Baseline 2, 3, 4 etc.
Then setup a custom tracking report showing all the milestone date fields, even export it to Excel if you want.
Desktop version of MS Project restricts you to a maximum of 10 baselines but if you're using MS Project Server version or Primavera P6 you don't have that restriction.

If you're already using the Baseline date fields to track the original contract dates on a commercial project for instance, there's another way you could do it and still get the same results out.

MS Project lets you save an interim version of your plan which does essentially the same as baselining but saves the dates into Interim Plan 1, Interim plan 2 etc. date fields. Setup a custom report and then you're good to go. Same caveat on the desktop version of MS Project though with a maximum of 10 interim plans.

Primavera does essentially the same thing too but it's called PEND (Period end reporting)

Majority of these scheduling tools will do mostly anything you could possibly want if you know scheduling and how to navigate around the tool.

Hope that helps.
Thank you for your thoughtful response, Neil. Originally, I had in mind more lightweight applications than either Primavera or MS Project. But maybe what I'm trying to accomplish would necessitate a more full-featured application.
...
1 reply by Mitchell Thompsett
Sep 28, 2020 6:01 AM
Mitchell Thompsett
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Hi Evan,

I work for iCoTech Services (https://icotechservices.co.uk) and we can provide customised applications that are fully tailored to your needs. We also offer a pre-configured PowerApp (iCoPlan) with PowerBI to support your reporting.

Drop me a line if you would like to chat further about how we can help you.

Thanks,
Mitch
Sep 25, 2020 4:06 PM
Replying to Evan Stephens
...
Thank you for your thoughtful response, Neil. Originally, I had in mind more lightweight applications than either Primavera or MS Project. But maybe what I'm trying to accomplish would necessitate a more full-featured application.
Hi Evan,

I work for iCoTech Services (https://icotechservices.co.uk) and we can provide customised applications that are fully tailored to your needs. We also offer a pre-configured PowerApp (iCoPlan) with PowerBI to support your reporting.

Drop me a line if you would like to chat further about how we can help you.

Thanks,
Mitch

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