Advanced Mode

Users can also use the Projects ‘Advanced Mode’ Features along with the standard features. To configure Advanced Mode, navigate to Administration > System Settings > Projects. Search for the key (projects.advanced.mode.enable) and set the ‘Value’ as ‘True.’

The following are the features included:

• Estimated Effort

• Actual Effort

• Remaining Effort

• Percentage Completion

• Plan View

• Task Categories and Subcategories

Project Task Efforts and Tracking

• Estimated Effort: The ‘Estimated Effort’ column represents the anticipated amount of time or work required to complete a specific task within a project.

• Actual Effort: The ‘Actual Effort’ column displays the total amount of time, in hours, that users have manually logged or tracked against specific task(s).

• Remaining Effort: The ‘Remaining Effort’ column displays the estimated amount of work still required to complete a specific object-related task within the project.

• Percentage Complete: Users can now view a ‘Percentage Complete’ column in the Projects List View to help track task completion progress. This column is enabled when the system setting (project.task.time.advanced.mode.enable) is set to True.

Project Plan View

The Project Plan View provides a high-level overview of all tasks, including their distribution, duration, and current status. It enables users to view and manage all tasks in one place efficiently.

Configure Task Categories and Subcategories

Configure task categories and subcategories refers to the process of defining and organizing various types of project-related tasks to streamline project tracking and management. Administrators or project owners can create high-level task categories (such as Data Profiling, Data Mapping, or Quality Checks) and further break them down into more specific subcategories (like Null Value Checks under Quality Checks). This hierarchical classification helps standardize task creation, clearly assign responsibilities, and improve visibility into the different stages of data governance or analytics projects.

Users can create Task Categories and subcategories as needed by navigating to Projects > Nine Dots > Configure Task Categories. Enter the Task Category Name and Description, then click Save to create the category.

Users can create a Task Subcategory under a main Task Category by clicking the Task Subcategory icon, entering the Subcategory Name and Subcategory Description, and clicking Save.

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