Add a checkpoint

Checkpoints serve as a platform to analyze, evaluate and determine whether the project proceeds as planned and take necessary corrective actions. Every project phase should pass through the checkpoints at successive stages to ensure that the goals and deliverables are realized on time. This also helps identify potential issues and problems on time before they accumulate and create a major obstacle.

Stakeholders inspect the work done with a personal site visit or by gathering the details from the foremen at the checkpoints. They generate reports that detail the work packages/deliverables realized at that point in time and issues encountered. If required, they can introduce corrective actions and alter the plan/schedule for the successive stages accordingly.

The project dashboards also use the checkpoints to provide a heads-up on the upcoming checkpoint and the remaining number of days for the manager to observe tasks' progress.

To add a checkpoint in a schedule

• Navigate to the schedule page of the project
• Identify the row containing the schedule item after which you want to insert a checkpoint
• Right-click on the row and choose 'Add' > 'Add Checkpoint'

A new checkpoint row gets added. The new row is indicated with the checkpoint icon :

By default, the duration is set as one day and the date is set as the end date of the parent task.

• Double-click inside the 'Task Name' cell and enter a label for the checkpoint
• Set the predecessor task for the checkpoint. The start date is automatically set as the next day to the end date of the predecessor task. See Add dependencies for more details.
• Change the date for the checkpoint if required.

The checkpoints are also shown in the Gantt chart view of the project schedule.

To remove a checkpoint in the schedule

• Navigate to the schedule page of the project
• Identify the row containing the checkpoint.
• Right click on the item and click 'Remove'.

The checkpoint is removed from the schedule.