B
bvolkertcc
How do I enable the physical percent complete to roll up on the summary task?
Thank you!
Thank you!
You are using an out of date browser. It may not display this or other websites correctly.
You should upgrade or use an alternative browser.
You should upgrade or use an alternative browser.
J
JulieS
bvolkertcc said:How do I enable the physical percent complete to roll up on the
summary task?
Thank you!
Hello,
In order for Physical % Complete to roll up to a summary task, the
following must be true:
1) Resources need to be assigned to the tasks.
2) Resources need to have costs associated (even $1 per hour in the
standard rate field will do).
3) The earned value method for *all* tasks must be set to Physical %
complete. Insert the earned value method field in the task sheet and
ensure all tasks are set correctly.
4) A baseline needs to be saved after steps 1-3 have been completed.
I hope this helps. Let us know how you get along.
Julie
Project MVP
Visit http://project.mvps.org/ for the FAQs and additional information
about Microsoft Project
A
andrew-k
Julie,
Thank you especially for 3) below. I had assumed that setting Physical %
Complete as the default EV method in Tools, Options was all I had to do.
Thank you especially for 3) below. I had assumed that setting Physical %
Complete as the default EV method in Tools, Options was all I had to do.
J
JulieS
You're welcome Andrew. Glad to have helped and thanks for the
feedback.
Julie
feedback.
Julie
A
andrew-k
Physical % Complete now rolls up, but not how I expected. I have 3 tasks
under Phase One and 2 tasks under Phase Two. Part of the Work hours for the
3 Phase One tasks are used up, and Physical % Complete is 100% for the 3
tasks. The rollup to the Phase One summary line is 100%. The remaining two
tasks (Phase Two) have not been started. So my resource has physically
completed 3 of 5 tasks, or 60%. The EVA looks right. The surprise is that
Physical % Complete rolled up to the project summary task (which I set, of
course, in Tools, Options) is 50%. What's going on?
under Phase One and 2 tasks under Phase Two. Part of the Work hours for the
3 Phase One tasks are used up, and Physical % Complete is 100% for the 3
tasks. The rollup to the Phase One summary line is 100%. The remaining two
tasks (Phase Two) have not been started. So my resource has physically
completed 3 of 5 tasks, or 60%. The EVA looks right. The surprise is that
Physical % Complete rolled up to the project summary task (which I set, of
course, in Tools, Options) is 50%. What's going on?
J
JulieS
Hello Andrew,
Hmmm, I just did a quick test and given your scenario, I see the
project summary task at 60% which I would expect. Double check that
all tasks have the earned value method set to Physical % complete.
Julie
Hmmm, I just did a quick test and given your scenario, I see the
project summary task at 60% which I would expect. Double check that
all tasks have the earned value method set to Physical % complete.
Julie
A
andrew-k
Hi Julie,
I'm still not getting 60% on the project summary task.
I rebuilt my file from scratch, as follows:
Entered the WBS (Phase One: Tasks 1-3, Phase Two: Tasks 4,5)
Linked all the detail tasks (not the summary lines)
Created one resource (Sneezy) with 100% Max Units and $80/hr Std.Rate
Assigned Sneezy to each of the 5 tasks
Set the EV Method for each task to Physical % Complete
Set the default EV Method to Physical % Complete in Tools, Options
Entered durations for the 5 tasks as 20d, 25d, 30d, 35d, 40d
Let Work calculate by default based on 8hrs/day (160h, 200h, 240h, 280h, 320h)
Baselined the project
Entered Actual Work for tasks 1-3: 160h, 200h, 240h
Entered 100% Physical % Complete for Tasks 1-3.
Set the Status date at 1 week after the Finish date of Task 3
The EVA looks right
The Phase One Physical % Complete rolls up to 100%, but the project summary
task is 50% Physical % Complete again
Do I have things out of sequence, or what am I leaving out?
I'm still not getting 60% on the project summary task.
I rebuilt my file from scratch, as follows:
Entered the WBS (Phase One: Tasks 1-3, Phase Two: Tasks 4,5)
Linked all the detail tasks (not the summary lines)
Created one resource (Sneezy) with 100% Max Units and $80/hr Std.Rate
Assigned Sneezy to each of the 5 tasks
Set the EV Method for each task to Physical % Complete
Set the default EV Method to Physical % Complete in Tools, Options
Entered durations for the 5 tasks as 20d, 25d, 30d, 35d, 40d
Let Work calculate by default based on 8hrs/day (160h, 200h, 240h, 280h, 320h)
Baselined the project
Entered Actual Work for tasks 1-3: 160h, 200h, 240h
Entered 100% Physical % Complete for Tasks 1-3.
Set the Status date at 1 week after the Finish date of Task 3
The EVA looks right
The Phase One Physical % Complete rolls up to 100%, but the project summary
task is 50% Physical % Complete again
Do I have things out of sequence, or what am I leaving out?
J
JulieS
Hello Andrew,
I've stepped through your scenario below and I also see 50% complete
on the Project summary task. I believe it is taking into
consideration that 50% of the total duration (75 days out of 150) are
complete. I will also note that by continuing to change the Physical
% complete I was eventually able to get it to only register 82%
complete when all subtasks were marked as 100% complete! Clearly
there is something amiss. I rarely if ever use Physical % complete,
so perhaps someone else who uses it more routinely will weigh in here.
Sorry I couldn't come up with the "magic" answer and may have created
more questions.
I hope this helps somewhat.
Julie
I've stepped through your scenario below and I also see 50% complete
on the Project summary task. I believe it is taking into
consideration that 50% of the total duration (75 days out of 150) are
complete. I will also note that by continuing to change the Physical
% complete I was eventually able to get it to only register 82%
complete when all subtasks were marked as 100% complete! Clearly
there is something amiss. I rarely if ever use Physical % complete,
so perhaps someone else who uses it more routinely will weigh in here.
Sorry I couldn't come up with the "magic" answer and may have created
more questions.
I hope this helps somewhat.
Julie
A
andrew-k
Hi Julie,
The Physical % Complete rollups also change when I make the very first
Actual Work entry following baselining. Like you, I can get a variety of
values. But the rollups are never arithmetically what I'd expect. (How did
you get the 60% the first time?)
If you can get another MVP to look at this, change the scenario so that Work
is entered explicitly rather than calculated from the Duration -- my mistake
and it affects the rollups.
The Physical % Complete rollups also change when I make the very first
Actual Work entry following baselining. Like you, I can get a variety of
values. But the rollups are never arithmetically what I'd expect. (How did
you get the 60% the first time?)
If you can get another MVP to look at this, change the scenario so that Work
is entered explicitly rather than calculated from the Duration -- my mistake
and it affects the rollups.
J
JulieS
Hi Andrew,
I initially got 60% with 5 tasks all one day in duration. When 3 days
of the 5 days are complete it is 60% complete.
I'll try your scenario again entering work to drive duration and post
back.
Julie
I initially got 60% with 5 tasks all one day in duration. When 3 days
of the 5 days are complete it is 60% complete.
I'll try your scenario again entering work to drive duration and post
back.
Julie
J
JulieS
I've tried your scenario with a slight change and am seeing data
calculated at the project summary task line and summary line mostly
consistent with duration information.
For example:
Phase 1 - Summary - Duration 75d
Task 1 - subtask - duration 20d - calculated by entering 160 hrs
of work
Task 2 - subtask - duration 25d - calculated by entering 200 hrs
of work
Task 3 - subtask - duration 30d - calculated by entering 240 hrs
of work
Phase 2 - Summary - Duration 150d
Task 4 - subtask - duration 75d - 600 hours of work
Task 5 - subtask - duration 75d - 600 hours of work
All subtasks linked F to S
If I mark task 1 100% physically complete, the Phase 1 summary updates
to 27% which is correct for 20d out of 75d complete. The Project
summary task updates to 9% which is correct (given rounding) for 20d
out of 225d complete.
If I mark task 2 50% complete, the Phase 1 summary tasks updates to
43% which is correct for 32.5 days out of 75d complete. The project
summary task updates to 14% which is 32.5/225.
I am not seeing any recalculation of Physical % complete from entering
actual work.
I am using Project 2003 SP-3.
I hope this helps. Let us know how you get along.
Julie
Project MVP
Visit http://project.mvps.org/ for the FAQs and additional information
about Microsoft Project
calculated at the project summary task line and summary line mostly
consistent with duration information.
For example:
Phase 1 - Summary - Duration 75d
Task 1 - subtask - duration 20d - calculated by entering 160 hrs
of work
Task 2 - subtask - duration 25d - calculated by entering 200 hrs
of work
Task 3 - subtask - duration 30d - calculated by entering 240 hrs
of work
Phase 2 - Summary - Duration 150d
Task 4 - subtask - duration 75d - 600 hours of work
Task 5 - subtask - duration 75d - 600 hours of work
All subtasks linked F to S
If I mark task 1 100% physically complete, the Phase 1 summary updates
to 27% which is correct for 20d out of 75d complete. The Project
summary task updates to 9% which is correct (given rounding) for 20d
out of 225d complete.
If I mark task 2 50% complete, the Phase 1 summary tasks updates to
43% which is correct for 32.5 days out of 75d complete. The project
summary task updates to 14% which is 32.5/225.
I am not seeing any recalculation of Physical % complete from entering
actual work.
I am using Project 2003 SP-3.
I hope this helps. Let us know how you get along.
Julie
Project MVP
Visit http://project.mvps.org/ for the FAQs and additional information
about Microsoft Project
L
LJ
Regarding Step#4, what if I have already saved a baseline which I have been
tracking against? I want to see the physial % complete summary, but don't
want to save a new baseline...
Thank you in advance
tracking against? I want to see the physial % complete summary, but don't
want to save a new baseline...
Thank you in advance
J
JulieS
As Jim suggested, to your earlier post. Save to Baseline1 and then
make sure you set your earned value to Baseline1.
I hope this helps. Let us know how you get along.
Julie
Project MVP
Visit http://project.mvps.org/ for the FAQs and additional information
about Microsoft Project
make sure you set your earned value to Baseline1.
I hope this helps. Let us know how you get along.
Julie
Project MVP
Visit http://project.mvps.org/ for the FAQs and additional information
about Microsoft Project
L
LJ
Hi Julie,
I did what you said and it worked. I have never used the Baseline1, 2, etc.
functionality before because I was always afraid it would override tracking
to my first Baseline. ardon my ignorance - what is the purpose of Baseline1
if it doesn't affect my Baseline tracking?
Many thanks,
LJ
I did what you said and it worked. I have never used the Baseline1, 2, etc.
functionality before because I was always afraid it would override tracking
to my first Baseline. ardon my ignorance - what is the purpose of Baseline1
if it doesn't affect my Baseline tracking?
Many thanks,
LJ
J
JulieS
Hi LJ,
You're welcome for the assist. Glad to have helped and thanks for the
feedback.
To your new question:
Baseline1 through Baseline10 can be used to store "snapshots" of
information (Duration, Start, Finish, Work, Cost) in addition to the
Baseline fields. Think of them as just spare fields all grouped
nicely together for your use as you need.
I hope this helps. Let us know how you get along.
Julie
Project MVP
Visit http://project.mvps.org/ for the FAQs and additional information
about Microsoft Project
You're welcome for the assist. Glad to have helped and thanks for the
feedback.
To your new question:
Baseline1 through Baseline10 can be used to store "snapshots" of
information (Duration, Start, Finish, Work, Cost) in addition to the
Baseline fields. Think of them as just spare fields all grouped
nicely together for your use as you need.
I hope this helps. Let us know how you get along.
Julie
Project MVP
Visit http://project.mvps.org/ for the FAQs and additional information
about Microsoft Project
A
andrew-k
Thank you, Julie, for all the work you've done.
I've been trying to replicate in Project 2007 the example in Help:
A project of building a stone wall consists of 100 stones stacked five high.
The first row of 20 stones can be laid in 20 minutes, but the second row
takes 25 minutes because now you have to lift the stones up one row higher,
so it takes a little longer. The third row would take 30 minutes, the fourth
35 minutes, and the last row takes 40 minutes to lay—150 minutes total. After
laying the first three rows, the project could be said to be 60 percent
physically complete (you laid 60 of 100 stones). However, you only spent 75
of 150 minutes, so in terms of duration, the job is only 50 percent complete.
You add the Physical % Complete field to the Gantt Chart view to enter and
track progress for this task.
In working through your last example, I found that Physical % Complete
coincided with % Complete, but of course it's independent.
I've been trying to replicate in Project 2007 the example in Help:
A project of building a stone wall consists of 100 stones stacked five high.
The first row of 20 stones can be laid in 20 minutes, but the second row
takes 25 minutes because now you have to lift the stones up one row higher,
so it takes a little longer. The third row would take 30 minutes, the fourth
35 minutes, and the last row takes 40 minutes to lay—150 minutes total. After
laying the first three rows, the project could be said to be 60 percent
physically complete (you laid 60 of 100 stones). However, you only spent 75
of 150 minutes, so in terms of duration, the job is only 50 percent complete.
You add the Physical % Complete field to the Gantt Chart view to enter and
track progress for this task.
In working through your last example, I found that Physical % Complete
coincided with % Complete, but of course it's independent.
J
JulieS
You're welcome Andrew. Glad to have helped and thanks for the
feedback. I hope you are able to sort it all out.
Julie
feedback. I hope you are able to sort it all out.
Julie
Ask a Question
Want to reply to this thread or ask your own question?
You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.