Planner Field GuideChapter 06 · Run the projectLesson 30 / 31
Lesson 30 · Run the project

The weekly review

Five checks, in this order. Start with the whole project and finish on the end date.

Target milestone15 JAN 2027
Tasks left · as recorded 6 Nov39
ChartsBig picture
Grid · FiltersWhat’s due
Details paneRead the blocker
Details paneUpdate progress
TimelineConfirm the end date
1
Check 1 · Charts

Take the big picture

Charts view: Status shows 39 tasks left; Bucket shows how many tasks sit in each column

Fig 30.1Charts view at the start of the review.

Status: how many tasks are left, and whether any show as Late (red). 39 when this was recorded.

Bucket: the Waiting on others column. Anything here is stuck on someone else.

2
Check 2 · Grid

What’s due

Filter Tasks panel with Finish date open and Next week ticked

In the Grid, open Filters, then Finish date.

Tick Next week. The Grid now lists only what’s due soon.

3
Check 3 · Details pane

Read the blocker

Details pane of Confirm Daily Shift Report answers A1–A6: Blocked by answers label, Done when note, bucket Waiting on others

Open the task with the red Blocked by answers label.

Read its note. It says what “done” looks like.

Check it still sits in Waiting on others.

4
Check 4 · Details pane

Update progress

Before
% Complete showing 40
After
% Complete showing 45

Update % Complete on anything that moved this week. In the clip, Resolve open sheet questions goes from 40 to 45. Effort hours update with it.

Fig 30.4The one value that changed in this review.

Timeline at weekly zoom, ending on the 15 January milestone diamond
5
Check 5 · Timeline

Confirm the end date

Click Clear all on the filters, open Timeline, and scroll to the end. The highlighted column is 15 January.

The final milestone diamond should still sit on Friday 15 January 2027.

Fig 30.5Timeline at weekly zoom, scrolled to the end of the plan.

CautionIf something slipped

Stretch the late task (lesson 22), then check the milestone again before you finish.

Fig 30.6Recording, 53 s: the whole review, start to finish.

Click to play full size
30Chapter 06 · Run the project
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