The Quick Search box lets you quickly find a task on the Task List form, or a contact on the Contact List form. To make sure all the database content is enabled, in the Message Bar, click Enable this content.įor more information about enabling database content, see the article Decide whether to trust a database. To prevent this form from displaying the next time you open the database, clear the Show Welcome when this database is opened check box.Ĭlose the Welcome form to begin using the database. When you first open the database, Access displays the Welcome form. In this article, we cover the basic steps of using the Task Management Database template. If the steps below don't match what you're seeing, you're probably using an older version of the template. These instructions refer to the latest version of the template available for download. You can download project tracker template for free at : The Task Management database template has been updated over the last few years. You can set up the template into project tracker access web application for online and multiuser usage. While in report menu, you can expand the report types into time period report, filter for completed and in progress project report, or report for payment status in each milestones or projects. On Projects menu, you can add project received or initial date. You can separate the Clients menu into Clients and Outsource employee. The project tracker database is open source, so you can modify and developed the reports menu for more enhancement. Revenue: Grand total of the paid amount Paid: The total amount that has been paid or received per completed milestones. So, after you set up your own consistent stages in Projects menu, you can set the code for refining this feature. This is because if the 7-completed status properly counted as 0 or not counted, it may cause error if you change Progress field value in Projects menu. NOTE: at this moment, if the project stages has 7-completed status it will still counted as negative value. If the value is in negative, that means the project is overtime. Remaining Days: the days remaining to the Deadline, started from current Date. Progress: the current status and stages of the projects. Ĝompany: the name of the client of the project The report is printable, but you may need to customize the design to replace the Company Name or add time period.Ĭurrently, there is only one report which show all the project records: The menu to display the recorded data in summarized, neater looks. If you use project tracker for tracking personal project with outsource employee, then the payments can be reversed from you to them. The Amount Paid is the received amount of payment. Like Project Documentation, we recommended to rename the Description based on the Progress or Milestone. You can see the fields in the picture below: Subform to recording the payments for each project milestones in one project. It is recommended to rename the Document Title based on Project Progress, and upload all the Files based on Progress-named Document Title. One Document Title can have more than one File. Document File is the feature to upload the document to you Access. There are only 2 fields for documentation: Document Title and Document File. There are two subform in this project time tracker access template menu: You can input the project descriptions or goals here. If you click it Edit List dialog box will appear. ![]() You can edit the progress type by clicking the drop down menu. ![]() In this template, there are 8 type of progress, started from request to completion as well cancelled status. Progress: The current stages and status of the project. Ĝost: The total cost of the projects, not the fee per milestones. Menu for recording the project details database. The Follow-up Contact Info is the group for the contact person who responsible with the projects.Īside for Clients, you can turned it into employee in case if you using the project tracker templates for outsource. The upper Client Info is the group of field for the Company Information. In this project tracker access template, it is consists of 3 main menus: ![]() The tracker project management access template can be functioned for your outsource employee, where the clients change into freelance employee. The project tracker include payment and time tracker features. Project tracker template can be used in various companies with internal projects, or personal freelance projects. This access database template named project tracker database is one of project management related microsoft access templates on you can get. Microsoft Access Templates Project Management Tracker Database
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