summary bar % - planned vs actual

[Andrew]

I have a formula which works out the planned % for individual bars - works
great. The problem I have is with the summary bars. My formula works in a
straight line ie 2 days out of 10 = 20%. I know that MSP uses a different
method to calculate the actual % of summary bars - I understand how it does
it, what I was hoping for is there somebody out there that could issue a
formula (via a macro) that copies that method, as at the moment the two do
not correlate.

Thanks in anticipation.

Andrew

 

[Rob Schneider]

Andrew,

I don't have any magic formula or macros to contribute to you; however
I'm curious why you want to do this when the computations for this and a
way to measure progress is already provided in Project? What's the gap?

--rms

www.rmschneider.com

 

[Steve House]

For a summary task Project totals the actual duration worked for the various
subtasks and divides by the total of the individual subtask durations. This
give the summary % complete. To compute the summary "worked through" date,
it subtracts summary % complete from 100% to get summary percent remaining.
This is multiplied by summary duration to get summary remaining duration.
That amount is subtracted from the summary finish date to get summary worked
through date.

 

[Andrew]

Rob, Steve & Jim

Firstly thankyou for taking the time to reply.

Rob - the problem occurs when I am trying to establish the planned part for
summary bars only. I work for a construction company, our site teams and my
Directors want to know on a high level basis a comparison of where we should
be to where we are on a % basis. I am unaware of any function inbuilt within
MSP that will do this hence the need for a macro - only it just does not work
on Summary bars as MSP works out the actual % complete in a different way and
I have been unable to replicate it.

Steve - I understand how MSP does this, but I am unable to replicate the
mechanism in a macro.

Jim - Downloaded your white paper. hence the delay in replying - thankyou
very much for that as it explains the mechanisms used very well - tried all
the formulas and managed to get the summary bar % to work. Not sure about the
minutes per day though. Thank you all for your advice & help

Andrew

 

[Nick Boot-Handford]

I need to calculate planned % complete so that I can work out the SPI as we
do not monitor cost on this project. What is the formula you use for the
individual bars?

Nick

 

[Steve House]

If you do not monitor costs, set all resource standard and overtime rates to
$1. Set the currency format to have no dollar sign. Now you can use the
built-in conventional earned value tools, including SPI, but with them based
on man-hours instead of dollars. "Planned % Complete" doesn't really tell
you much.

 

[Nick Boot-Handford]

So how do you set the resource rates?

If you do not monitor costs, set all resource standard and overtime rates to
$1. Set the currency format to have no dollar sign. Now you can use the
built-in conventional earned value tools, including SPI, but with them based
on man-hours instead of dollars. "Planned % Complete" doesn't really tell
you much.
--
Steve House
MS Project Trainer & Consultant





.

 

[Rob Schneider]

In the Resource Sheet.


--rms

www.rmschneider.com