Project Completion Percentage | Online Help | Zoho Projects

Completion Percentage of Project, Milestones, & Task Lists

Calculate your project, milestone, and task list completion percentage based on task and issue count or based on task percentage completion and issue count.

Benefits

  1. Calculate project completion based on different parameters
  2. View completion in the project dashboard, project list view, milestone details, milestone list view, Gantt chart, and task details page.
  3. Set weightage for fields used to calculate project completion

Enable Percentage Completion

  1. Click  in the top navigation panel.
  2. Navigate to Portal Configuration > Project & Budget > Project & Project Groups tab.
  3. Scroll down to Project Percentage Completion.

  4. There are three options to calculate project percentage completion.

    1. Based on task and issue count: The project completion percentage is calculated based on the Open and Closed Status of both tasks and Issues.

    2. Based on percentage completion of Tasks and the count of completed Issues: This option will apply to both Roll Up enabled and non Roll up enabled projects. 

      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). Users can select between Root Task or Subtasks to calculate the percentage completion. By default the Root Task option is selected.  

      Root Task – Project Completion will be determined based only on the Root Task.

      Subtasks – Project Completion will be determined based only on the Sub Task.


      Notes
      When Sub Task is selected, and if no Sub Task exists under a Root Task, then the Root Task will be used to determine project completion.

    3. Based on Tasks and Issues weightage field: This option will apply to both Roll Up enabled and non Roll up enabled projects. 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 (default and custom numeric field from the task or issue layout). Users can select between Root Task and Subtasks to calculate the percentage completion.
 
5. Select your option and click Update.

You can find percentage in Projects list view, Milestone list view, Milestone detail page, Gantt chart, and Task list details page.

Percentage Completion Calculation

Formulas to calculate to completion percentage: 
  1. Project Completion = (∑(Task Completion% * Task Weightage) + ∑(100% * Closed Issue Weightage)) /  ( ∑ Task Weightage  + ∑ Issues Weightage)
  2. Milestone Completion = (∑(Task Completion% * Task Weightage) + ∑(100% * Closed Issue Weightage)) /  ( ∑ Task Weightage  + ∑ Issues Weightage) 
  3. Task List Completion = ∑(Task Completion% * Task Weightage) /  ∑ Task Weightage

Weightage Field

Numeric fields added to task and issue layouts can be used as weightage fields for calculating project percentage completion.
  1. Click   in the top navigation panel.
  2. Navigate to Portal Configuration > Project & Budget > Project & Project Groups tab.
  3. Scroll down to Project Percentage Completion.
  4. Select Based on task and issue weightage fields option.
  5. Select a numeric field each from Task weightage Field and Issue Weightage Field drop-downs.
  6. Click Update.
  7. The value stored in the field will be used as the weightage.
See Also
Project & Budget Setting
Date & Time Setting