Formula to Update Percent Complete

[scot.milroy]

Hello again,

My client wish to remove the subjectivity of the percent complete
field. I have set up an Enterprise Outline Code that is a drop-down
with the 0, 50 and 100 percent complete. I have set it up on the
timesheet at the assignement level so that the resource can choose 0,
50 or 100% complete. I would like to create a formula that once the
update is accepted by the PM the real % complete is updated according
to what the resource chose in the Enterprise Outline Code Number 1
drop-down.

Any ideas on this? I have tried several formulas but am wondering if
this is a macro function that would need to be written.

Any direction would be greatly appreciated.

Thanks,

Scot

 

[Jan De Messemaeker]

Hi,

Since you can only have formulas in Custom fields, Percent Complete cannot
hold a formula; you need a VBA procedure to update it.
You are aware that this will also update Actual Work, aren't you?
HTH

 

[Ed Morrison]

Scot,
You can create a VBA script to run on open. Check to make sure the
enterprise outline code has a value and is greater than zero. Then set the
% work complete equal to the enterprise outline code.

Private Sub Project_Open(ByVal pj As Project)
For Each objTask In ThisProject.Tasks
If objTask.Summary = False Then
If objTask.EnterpriseOutlineCode1 <> "0" And
objTask.EnterpriseOutlineCode1 <> "" Then
objTask.PercentWorkComplete =
objTask.EnterpriseOutlineCode1
End If
End If
Next
End Sub

You may want to simply tell the resources to only enter 0% ,50% or 100%. I
always tell my clients' resources to enter it this way (or 0,25,50,75,100)
and they are glad since it is easier than figuring out if they are 10% or
15% complete. The very rare variation can be easily changed by the PM.

 

[Brian K - Project MVP]

My client wish to remove the subjectivity of the percent complete
field. I have set up an Enterprise Outline Code that is a drop-down
with the 0, 50 and 100 percent complete. I have set it up on the
timesheet at the assignement level so that the resource can choose 0,
50 or 100% complete. I would like to create a formula that once the
update is accepted by the PM the real % complete is updated according
to what the resource chose in the Enterprise Outline Code Number 1
drop-down.

this does not 'remove subjectivity' at all. The number the resource picks
from the drop down is still subjective and in fact it is even more
subjective than them editing Percent complete directly because it makes
them round up or down to only three values. further this is going to serve
to alienate your PMs since it strongly implies that the updates accepted
and vetted by the PMs are not real.

If you want to remove subjectivity from the process stop using Percent
complete at all and start using Actual Work per time period and remaining
work as your method for updating assignments. have your resources enter
the number of hours they worked each day and at the end of the week have
them enter a new Remaining work value that acts as an updated and revised
estimate for how much more work there is to do on that assignment. This
goes much father in removing subjetivity from the process.