Project Update
Overview
Project Update — Business Overview
The Project Update document is used in Dafater to record and communicate the latest progress, status, and key developments of an ongoing project. It acts as a formal progress log that helps management, stakeholders, and project teams stay aligned on how a project is performing against its plans.
Rather than focusing on detailed task execution, Project Update provides a high-level snapshot of what has been achieved, what challenges exist, and what actions are planned next.
Purpose in Business Operations
In day-to-day business operations, Project Update is used to: - Share progress reports with management and stakeholders - Track project health over time - Highlight risks, delays, or achievements - Support decision-making with up-to-date project information - Maintain accountability and transparency across teams
It ensures that projects are not managed in isolation and that leadership has visibility into outcomes and issues.
Prerequisites and Setup Requirements
Before using Project Update, the following should already be in place: - Projects must be defined and approved in Dafater - Project ownership or responsibility should be clearly assigned - Reporting frequency (weekly, monthly, milestone-based) should be agreed internally - Team members should understand what information is expected in updates
Having clear reporting standards ensures consistency and meaningful insights from each update.
Typical Workflow and Business Fit
The usual business flow for Project Update is: 1. A project manager or responsible team member reviews recent project activity 2. A Project Update is created to summarize progress, challenges, and next steps 3. The update is reviewed by supervisors or stakeholders 4. Management uses the update to take corrective actions, approve changes, or provide guidance 5. Updates accumulate over time, creating a historical record of the project journey
This document fits naturally into regular project review meetings, steering committee discussions, and performance evaluations.
Key Business Scenarios Where It Is Essential
Project Update is especially important in scenarios such as: - Large or long-term projects requiring continuous oversight - Client-facing projects where regular progress reporting is expected - Projects with tight deadlines or budgets - Cross-department initiatives needing coordination and transparency - Situations where early identification of risks can prevent costly delays
It is also valuable during audits or post-project reviews to understand how decisions were made over time.
Important Considerations for Users
When working with Project Update, users should keep in mind: - Focus on clarity and relevance rather than excessive detail - Be honest about challenges and risks to enable timely action - Keep updates consistent in structure and timing - Align updates with business goals, not just task completion - Treat each update as a communication tool, not just a record
Used correctly, Project Update strengthens project governance, improves communication, and supports better business outcomes within Dafater.
Basic Information
- Module: Projects
- Document Type: Other
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| naming_series | Series | Data | PROJ-UPD-.YYYY.- | Auto-generated Dafater series for unique project update identification | |
| project | Project | Link | ✓ | Project | Linked project for which this update is recorded |
| sent | Sent | Check | - | Indicates whether the project update has been sent | |
| date | Date | Date | - | Date when the project update was created | |
| time | Time | Time | - | Time when the project update was recorded | |
| users | Users | Table | Project User | List of users associated with this project update | |
| amended_from | Amended From | Link | Project Update | Reference to the previous project update being amended |
Child Tables
Users (Project User)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| user | User | Link | ✓ | User | Dafater user assigned to participate and collaborate on the project |
| Read Only | - | Email address automatically fetched from the Dafater user profile | |||
| image | Image | Read Only | - | Profile image of the user from Dafater account | |
| full_name | Full Name | Read Only | - | User's full name as maintained in Dafater user records | |
| welcomeemailsent | Welcome email sent | Check | - | Indicates whether Dafater welcome email was sent to user | |
| view_attachments | View attachments | Check | - | Allows user to view project-related attachments in Dafater | |
| hide_timesheets | Hide timesheets | Check | - | Restricts user from viewing timesheets within Dafater project | |
| project_status | Project Status | Text | - | Current participation or role status of the user in project |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| Projects User | ✓ | ✓ | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Project | Links to | Projects |
| Project Update | Links to | Projects |