--- title: Create, Edit, and View Progress Reports description: This section explains how to use the Documents feature. --- [Skip to content](https://help.proever.com/en/create-edit-view-progress-reports#main-content) - [English](https://help.proever.com/en/create-edit-view-progress-reports) - [Japanese](https://help.proever.com/ja/create-edit-view-progress-reports) English Show submenu for translations [![PROEVER](https://help.proever.com/hs-fs/hubfs/help_logo_257_62-1.png?width=257&height=62&name=help_logo_257_62-1.png)](https://help.proever.com/en) Open main navigation Close main navigation - - [English](https://help.proever.com/en/create-edit-view-progress-reports) - [Japanese](https://help.proever.com/ja/create-edit-view-progress-reports) English Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [PROEVER Help Page](https://help.proever.com/en) 2. [Basic Usage (General)](https://help.proever.com/en/basic-usage-general) 3. [Document](https://help.proever.com/en/basic-usage-general#document) # Create, Edit, and View Progress Reports ## This guide explains the steps for creating, editing, and viewing your Progress Reports. Permissions for adding, viewing, editing, and deleting Progress report are controlled by permission roles. If you are unable to perform an intended operation, please contact a user with an Innovator license and request a change to your permissions. ### **Creating a Progress Report** 1. Click **\[Artifact\]** on the side menu. 2. Click **\[Add new\]** \> **\[Add Progress Report\]**. ![](https://help.proever.com/hs-fs/hubfs/image-png-Jan-22-2026-07-15-14-0046-AM.png?width=638&height=298&name=image-png-Jan-22-2026-07-15-14-0046-AM.png) 3. The detail screen will appear. Fill in the subject, details, and the content for the Information Area. ![](https://help.proever.com/hs-fs/hubfs/image-png-Jan-22-2026-07-15-38-2753-AM.png?width=638&height=429&name=image-png-Jan-22-2026-07-15-38-2753-AM.png) The input fields are as follows: | **Field Name** | **Description** | | --- | --- | | Main area | | | Subject | Enter the title of the progress report. | | Details | Enter the body of the progress report. Rich text formatting is supported, and images can also be inserted. | | Related Items | You can link relevant document data and ticket data. | | Comments | You can enter comments | | Change History | The history of changes to the progress report will be recorded. | | Information Area | | | Category | Displays the document category | | Status | Select one from “Draft,” “In Review,” or “Completed.” The status categories are “In Progress,” “In Progress,” and “Completed.” | | Report Level | For project use: select either “Project” or “Team.” For program use: only “Program” can be selected (cannot be changed later). | | Report Destination | Select the user(s) to whom the report is addressed. Multiple selections are possible. | | Team | Select the reporting team. For example, if it is a report from Team A, select “Team A.” | | Report Date | The date on which this progress report is used for reporting. When you create a progress report, the creation date is automatically entered. You can change it to a different date as needed. This field is required and cannot be left blank. | | Approver | Select the user who will approve the report content. | | Wathcer | The user who created the progress report will be automatically entered. | | Updated Date | The date and time the progress report was last updated will be automatically recorded. | | Created Date | The date and time the progress report was created will be automatically recorded. | Users who are designated as the **Team**, **Recipients**, **Approvers**, **Watchers**, or **Creator** of a Progress Report will receive an email notification when the corresponding report is updated.   ### **Editing a Progress Report** 1. Click **\[Artifact\]** on the side menu. 2. Select the progress report you wish to edit from the list. 3. Update the information on the detail screen. ### **Duplicate a Progress Report** **There are three main ways to duplicate a Progress Report:** 　Note: When you duplicate a progress report, the Report Date is automatically set to the 　　　　date of duplication. You can change it to the actual reporting date as needed. 1. Duplicate by right-click on the Artifact list screen 2. Duplicate from the \[ellipsis\] displayed on the Artifact list screen 3. Duplicate by opening the applicable Progress Report **Duplicate from the Artifact list screen** 1. Click \[**Artifact**\] on the side menu. 2. **Hover over** the applicable Progress Report and **right-click**. 3. Click \[**Duplicate Artifact**\]. ![](https://help.proever.com/hs-fs/hubfs/image-png-Jul-16-2026-07-26-41-7149-AM.png?width=670&height=311&name=image-png-Jul-16-2026-07-26-41-7149-AM.png) **Duplicate from the \[ellipsis\] displayed on the Artifact list screen** 1. Click \[**Artifact**\] on the side menu. 2. Click the \[**ellipsis**\] displayed to the right of the applicable Progress Report. 3. Click \[**Duplicate Artifact**\]. ![](https://help.proever.com/hs-fs/hubfs/image-png-Jul-16-2026-07-27-14-8068-AM.png?width=670&height=305&name=image-png-Jul-16-2026-07-27-14-8068-AM.png) **Duplicate by opening the applicable Progress Report** 1. Click \[**Artifact**\] on the side menu. 2. From the displayed list, click the Progress Report you wish to duplicate. 3. Click the \[**ellipsis**\] on the right side of the screen. 4. Click \[**Duplicate Artifact**\]. ![](https://help.proever.com/hs-fs/hubfs/image-png-Jul-16-2026-07-27-43-0194-AM.png?width=670&height=312&name=image-png-Jul-16-2026-07-27-43-0194-AM.png)   ### **Viewing a Progress Report** In addition to the Documents List screen, created **Progress Reports** can also be viewed from the **Master Schedule** and the **Dashboard**.   #### **Dashboard Access**  To view the report, go to the project list at the top of the Dashboard and click  **\[![](https://help.proever.com/hs-fs/hubfs/image-png-Nov-21-2025-07-54-29-6649-AM.png?width=25&height=29&name=image-png-Nov-21-2025-07-54-29-6649-AM.png) \]** \> **Progress Report**.  Note that the display location varies depending on the selected reporting level: - **Program Level Selected:** Appears in the target program row. - **Project Level Selected:** Appears in the target project row. - **Team Level Selected:** Appears in the target team row. ![](https://help.proever.com/hs-fs/hubfs/image-png-Sep-18-2026-07-55-23-2429-AM.png?width=500&height=410&name=image-png-Sep-18-2026-07-55-23-2429-AM.png)   #### **Master Schedule Access** To view the report, go to the Master Schedule and click **\[![](https://help.proever.com/hs-fs/hubfs/image-png-Nov-21-2025-07-54-29-6649-AM.png?width=25&height=29&name=image-png-Nov-21-2025-07-54-29-6649-AM.png) \] \> Progress Report**. **Note:** Team Level Progress Reports cannot be viewed on the Master Schedule. ![](https://help.proever.com/hs-fs/hubfs/image-png-Sep-18-2026-07-55-37-4897-AM.png?width=500&height=315&name=image-png-Sep-18-2026-07-55-37-4897-AM.png) - [Getting Started](https://help.proever.com/en/getting-started) - [Release Notes](https://help.proever.com/en/release-notes) - [Admin Settings](https://help.proever.com/en/admin-settings#main-content) - [User Settings](https://help.proever.com/en/admin-settings#user-settings) - [Program & Project Settings](https://help.proever.com/en/admin-settings#program-project-settings) - [Master Data Settings](https://help.proever.com/en/admin-settings#master-data-settings) - [Workspace Settings](https://help.proever.com/en/admin-settings#workspace-settings) - [Resource Management](https://help.proever.com/en/admin-settings#resource-management) - [Basic Usage (General)](https://help.proever.com/en/basic-usage-general#main-content) - [Master Schedule](https://help.proever.com/en/basic-usage-general#master-schedule) - [Dashboard](https://help.proever.com/en/basic-usage-general#dashboard) - [PROEVER AI](https://help.proever.com/en/basic-usage-general#proever-ai) - [AI Workflow](https://help.proever.com/en/basic-usage-general#ai-workflow) - [Document](https://help.proever.com/en/basic-usage-general#document) - [Integrations](https://help.proever.com/en/basic-usage-general#integrations) - [Settings & Login](https://help.proever.com/en/basic-usage-general#settings-login) - [Basic Usage (WaterFall)](https://help.proever.com/en/basic-usage-waterfall#main-content) - [Ticket Management](https://help.proever.com/en/basic-usage-waterfall#ticket-management) - [Gantt chart](https://help.proever.com/en/basic-usage-waterfall#gantt-chart) - [Risk Analysis](https://help.proever.com/en/basic-usage-waterfall#risk-analysis) - [Basic Usage(Agile)](https://help.proever.com/en/basic-usageagile#main-content) - [Backlog](https://help.proever.com/en/basic-usageagile#backlog) - [Ticket Management](https://help.proever.com/en/basic-usageagile#ticket-management) - [Release](https://help.proever.com/en/basic-usageagile#release) - [Epic](https://help.proever.com/en/basic-usageagile#epic) - [Iteration](https://help.proever.com/en/basic-usageagile#iteration) - [FAQ](https://help.proever.com/en/faq#main-content) - [General](https://help.proever.com/en/faq#general) - [Permissions](https://help.proever.com/en/faq#permissions) - [Features（Common）](https://help.proever.com/en/faq#featurescommon) - [Features（AI）](https://help.proever.com/en/faq#featuresai) - [Feature（Water Fall）](https://help.proever.com/en/faq#featurewater-fall) - [Feature（Agile）](https://help.proever.com/en/faq#featureagile) - [Troubleshooting](https://help.proever.com/en/troubleshooting) - [Notification](https://help.proever.com/en/notification) [![PROEVER](https://help.proever.com/hs-fs/hubfs/help_logo_257_62-1.png?width=257&height=62&name=help_logo_257_62-1.png "PROEVER")](https://help.proever.com) [個人情報保護方針](https://www.msols.com/personal/) / [外部送信ポリシー](https://www.msols.com/external/) Copyright © Management Solutions Co., ltd.,