Percentage

D

David Moss

Very recently I have inherited a project which has over
2700 activities spread across 24 sub-projects. None of the
activities have any resources or costs attached to them,
only time. I have been told that each month, by a given
date, I need to update the progress on each activity so
that I can report to the project manager the percentage
complete for any given activity, sub-project or the
project overall. This isn't a problem but in addition I've
been asked to provide the percentage that should have been
completed for each activity, sub-project and project
overall i.e. 25% complete should be 35% etc.

Despite spending many hours trying to find out how this
can be done relatively easily, I haven't found a way and
now I'm afraid that I'm going to have to do this manually
for each activity.

If somebody could help me I would be truly grateful.

Regards
David Moss
 
G

Gérard Ducouret

Hello David,
You can use the Earned value method, whilst you don't manage resources load.
In the Resource Sheet view, create a "Fake resource", it's Standard rate
would be $1/d.
In the Gantt Chart, assign this Fake resource on every elementary task.
Save the Baseline : Tolls / Tracking / Save baseline / OK
Set the Status Date to the appropriate date : Project / Project Information
/ Status date...
In a table of your choice, insert a Text field : Text1 for ex. : Insert /
Column...
Right Click the field caption : select Customize Fields...
Rename : "Should be %"
Formula : ([BCWS]/[Baseline Cost])*100 & " %"

NB : You have to copy this field in each of your 24 sub-projects and in the
Master project too.
Tools / Organizer / Fields...

Tell us if it works for you,

Gérard Ducouret
 
S

Steve House

Saving a baseline before starting to post in the progress will give you what
you need. Project compares schedule against baseline and can give you
variance information although not the % complete you should be at directly.
What your boss seems to really want is one of the aspects of Earned Value
analysis which Project can readily give you by simply displaying the
appropriate table. Unfortunately, it presumes resources are assigned
because it uses work and not duration as its measure and work doesn't exist
without a resource to perform it. What you can do is create some generic
resources with a cost of $1 and assign them to the tasks. The earned value
is the budgeted cost of work that actually was performed by a designated
status date compared to the budgeted cost of the work that should have been
performed to that date and uses the dollar value of the work in its
calculation. BCWP/BCWS =SPI, schedule performance index - if it's 1 you're
on track, <1 if you're running late, > 1 if you're ahead of schedule. BCWP
comes from the % complete progress you've posted and BCWS comes from the
work and cost data saved in the baseline.
 
G

Guest

Hello Gerard

Sorry to say but I'm still having problems!

Firstly, in the column "Should be %" milestones with zero
duration shows #ERROR, I guess due to trying to divide by
0.

Secondly, I only get a `0' in the sub-project line and not
an overall "Should be %" for the sub-project. Possibly
because I haven't interpreted your advice correctly with
respect to Tools/Organiser/Fields...?

And thirdly, the "Should be %" is calulating to 8 decimal
places and I can't figure out how to get only integers?

Can you put me on the right lines?

Regards
David
-----Original Message-----
Hello David,
You can use the Earned value method, whilst you don't manage resources load.
In the Resource Sheet view, create a "Fake resource", it's Standard rate
would be $1/d.
In the Gantt Chart, assign this Fake resource on every elementary task.
Save the Baseline : Tolls / Tracking / Save baseline / OK
Set the Status Date to the appropriate date : Project / Project Information
/ Status date...
In a table of your choice, insert a Text field : Text1 for ex. : Insert /
Column...
Right Click the field caption : select Customize Fields...
Rename : "Should be %"
Formula : ([BCWS]/[Baseline Cost])*100 & " %"

NB : You have to copy this field in each of your 24 sub- projects and in the
Master project too.
Tools / Organizer / Fields...

Tell us if it works for you,

Gérard Ducouret

"David Moss" <[email protected]> a écrit dans le message
de news:[email protected]...
Very recently I have inherited a project which has over
2700 activities spread across 24 sub-projects. None of the
activities have any resources or costs attached to them,
only time. I have been told that each month, by a given
date, I need to update the progress on each activity so
that I can report to the project manager the percentage
complete for any given activity, sub-project or the
project overall. This isn't a problem but in addition I've
been asked to provide the percentage that should have been
completed for each activity, sub-project and project
overall i.e. 25% complete should be 35% etc.

Despite spending many hours trying to find out how this
can be done relatively easily, I haven't found a way and
now I'm afraid that I'm going to have to do this manually
for each activity.

If somebody could help me I would be truly grateful.

Regards
David Moss


.
 
S

Steve House

There's a checkbox in the custom field definition screen, right under the
formula section, that tells whether to perform the calculation for summary
tasks as well as subtasks - make sure it's turned on.

To fix the milestone problem you'll need to use an "if" function to test to
see if the task is a milestone and only perform the calculation if it is
not:

IIf([Milestone], " - ", ([BCWS]/[Baseline Cost])*100 & " %")

displays a dash for milestones. Better:

IIf([Milestone], IIf([Baseline Start]<[Status Date], "100 %","0 %"),
([BCWS]/[Baseline Cost])*100 & " %")

will display a 0% for milestones that aren't due by the status date, 100%
for milestones that should have been crossed before the status date and the
"Should be %" calculation Gerard suggested for non-milestone tasks. Even
better:

IIf([Milestone], IIf([Baseline Start]<[Status Date] OR [Deadline] <
[Status Date],"100 %","0 %"), ([BCWS]/[Baseline Cost])*100 & " %")

adds consideration for deadlines for milestones as well. As written here it
will show 100% for the "Should be" field either if a deadline exists before
the status date or if the baseline start date is less than the status date.

Milestones are always either 0 % or 100%. Sine they are only a point in the
project and have no duration or work associated with them, you've either
passed it or you haven't, there's no middle ground.


--
Steve House [MVP]
MS Project Trainer/Consultant
Visit http://www.mvps.org/project/faqs.htm for the FAQs


Hello Gerard

Sorry to say but I'm still having problems!

Firstly, in the column "Should be %" milestones with zero
duration shows #ERROR, I guess due to trying to divide by
0.

Secondly, I only get a `0' in the sub-project line and not
an overall "Should be %" for the sub-project. Possibly
because I haven't interpreted your advice correctly with
respect to Tools/Organiser/Fields...?

And thirdly, the "Should be %" is calulating to 8 decimal
places and I can't figure out how to get only integers?

Can you put me on the right lines?

Regards
David
-----Original Message-----
Hello David,
You can use the Earned value method, whilst you don't manage resources load.
In the Resource Sheet view, create a "Fake resource", it's Standard rate
would be $1/d.
In the Gantt Chart, assign this Fake resource on every elementary task.
Save the Baseline : Tolls / Tracking / Save baseline / OK
Set the Status Date to the appropriate date : Project / Project Information
/ Status date...
In a table of your choice, insert a Text field : Text1 for ex. : Insert /
Column...
Right Click the field caption : select Customize Fields...
Rename : "Should be %"
Formula : ([BCWS]/[Baseline Cost])*100 & " %"

NB : You have to copy this field in each of your 24 sub- projects and in the
Master project too.
Tools / Organizer / Fields...

Tell us if it works for you,

Gérard Ducouret

"David Moss" <[email protected]> a écrit dans le message
de news:[email protected]...
Very recently I have inherited a project which has over
2700 activities spread across 24 sub-projects. None of the
activities have any resources or costs attached to them,
only time. I have been told that each month, by a given
date, I need to update the progress on each activity so
that I can report to the project manager the percentage
complete for any given activity, sub-project or the
project overall. This isn't a problem but in addition I've
been asked to provide the percentage that should have been
completed for each activity, sub-project and project
overall i.e. 25% complete should be 35% etc.

Despite spending many hours trying to find out how this
can be done relatively easily, I haven't found a way and
now I'm afraid that I'm going to have to do this manually
for each activity.

If somebody could help me I would be truly grateful.

Regards
David Moss


.
 

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