Completion Percentage of Project, Milestones, & Task Lists
Benefits
- Calculate project completion based on different parameters
- View completion in the project dashboard, project list view, milestone details, milestone list view, Gantt chart, and task details page.
- Set weightage for fields used to calculate project completion
Enable Percentage Completion
- Click
in the top navigation panel. - Navigate to Portal Configuration > Project & Budget > Project Settings tab.
- Scroll down to Project Percentage Completion.
There are three options to calculate project percentage completion.
Based on task and issue count: The project completion percentage is calculated based on the Open and Closed Status of both tasks and Issues.
Based on task completion percentage and issue count: The project completion percentage is calculated based on each task completion percentage. If there is no percentage completion in the issue module, status type (Open,Close) will be considered. In this type all tasks and issues will have equal weightage (Weightage = 1).
Based on weightage field: Users can customize the weightage for each task and issue. The project completion percentage is calculated based on the weightage value given in weightage field (numeric field or task duration or work hours).
Select you default option and click Update.
Percentage Completion Calculation
- Project Completion = (∑(Task Completion% * Task Weightage) + ∑(100% * Closed Issue Weightage)) / ( ∑ Task Weightage + ∑ Issues Weightage)
- Milestone Completion = (∑(Task Completion% * Task Weightage) + ∑(100% * Closed Issue Weightage)) / ( ∑ Task Weightage + ∑ Issues Weightage)
- Task List Completion = ∑(Task Completion% * Task Weightage) / ∑ Task Weightage
Weightage Field
- Click in the top navigation panel.
- Navigate to Portal Configuration > Project & Budget > Project Settings tab.
- Scroll down to Project Percentage Completion.
- Select Based on task and issue weightage fields option.
- Select a numeric field each from Task weightage Field and Issue Weightage Field drop-downs.
- Click Update.
See Also
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