Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

This article contains:

Table of Contents
minLevel1
maxLevel7
stylenone

1. Overview

You can define the project progress calculation option and progress thresholds that will be used throughout the system

...

, within progress calculation setting page accessed through Project Settings > Progress Calculation page.

Image Added

2. Project Progress Calculation Method

Here you can define the calculation method for project progress that would be used throughout the system.

  • STEP 1: Progress Calculation Method
    Select a

...

  • Progress Calculation Method that you prefer to be used as the default progress calculation method throughout the system. There are two options.

    1. Action

...

    1. Based Progress

      • Selecting 'action based' will mean that for any project that is linked to an action, the progress will

...

System defaults to 'action based progress'.

...

      • be the progress that the user enters for the action.

...

Project based progress - Selecting ‘Project based progress' will mean that project progress will be calculated based on progress recorded against project/phase duration.

      • When 'Action based progress' is selected as default, in an instance where a project is not linked to an action the progress will be calculated using the project based calculation.

      • System defaults to 'action based progress'.

    1. Project Based Progress

      • Selecting ‘Project based progress' will mean that project progress will be calculated based on progress recorded against project/phase duration.  

  • STEP 2: Project Based Progress Calculation Method Options
    Select a Project Based Progress Calculation Method that would be used to calculate project based progress throughout the system.

    1. Task Completion to date by Project

...

      • Progress will be calculated based on the actual and target durations of the project

...

      • . If this option is selected

...

      • and when a project is linked with

...

      • an action in Camms.Strategy, users will not be able to manually update the progress of the action

...

      • via the Camms.Strategy application (as the progress will be automatically updated based on the project progress).

...

    1. Task Completion to Date by Project Tasks

      • Progress will be calculated based on the actual and target durations of the tasks of the respective project.

    2. Auto Achievement

      • The elapsed duration the project has been in progress as a percentage of the duration of the project from forecast/actual start to forecast/actual finish.

...

    1. Total Duration

...

      • The actual total task days completed as a percentage of the forecast total project task days.

Refer Project Progress Calculation below, to see examples.

Project Progress Calculations

Example:

...

Consider the below example, where the administrator changes their calculation method from Task Completion to date by Project to Task Completion to Date by Project Tasks.

When the external setting ‘Calculate the project target using durations of child tasks and independent tasks within Task Plan’ is turned ON, the calculation will be done through child tasks and independent tasks as opposed to summary tasks. Please refer example below.

Image Added

Previous Calculation Method (When ‘Task Completion to Date by Project Tasks’ progress calculation option is selected).

Task Name

Duration to Date (05th Feb 2019) 

Total Duration

Plan Creation and Review 

14

14

Soil Inspection 

102

102

Design and Construction 

22

26

Total

138

142

Target = (Task total SUM Duration to Date / Total SUM of Task Duration) * 100 

             = (138/142)*100 

             = 97.18

New Calculation Method (When ‘Task Completion to Date by Project Tasks’ progress calculation option and ‘Calculate the project target using durations of child tasks and independent tasks within Task Plan’ external setting are selected) 

Task Name

Duration to Date (05th Feb 2019) 

Total Duration

Draft and review of plan 

14

14

Perform soil test

69

69

Analyse test results and review 

33

33

Construction as per the approved design

22

26

Finishing touches

0

28

Total

138

170

Target = (Task total SUM Duration to Date / Total SUM of Task Duration) * 100 

             = (138/170)*100 

             = 81.17

Selecting the new calculation option will provide a more accurate representation of the projects target and where it should be at to compare against the actuals.

Now consider the below example, which illustrates both the Auto Achievement and Total Duration calculation methods respectively.

Example:

Current Date = 18th February 2022

Current baseline = Proposed (phase 2)

...

Consider the task schedule

...

as follows:

Task

Scheduled Duration

Start Date

Finish Date

%

...

Complete

Task 1

...

685

17/

...

01/

...

2021

03/12/

...

2022

0

Task 2

...

11

23/

...

01/

...

2022

03/

...

02/

...

2022

100

Task 3

...

11

30/

...

01/

...

2022

10/

...

02/

...

2022

100

Target =

...

(No. of working days from current baseline start to

...

current date/No. of Working days from current baseline start to finish

...

)  *100

 =  

...

(No of working days between 17/01/2021 and 18/02/2022) / (No. of working days between 17/01/2021 and 03/12/2022)*100

 =  [

...

397/

...

685] * 100

...

=

...

57.95%

3. Auto Achievement Progress Calculation Method

Actual = [ No of Working days from Actual start date to

...

Date/

...

No of Working days from forecast start to finish] * 100  

 =

...

((No of working days from 17/01/2021 to 18/02/2022)/ (No. of working days from 17/01/2021 to 03/12/2022)) * 100

 = [

...

397/

...

685] * 100

 =

...

 57.95%

Performance = (Target/Actual) *100

   = (

...

57.95/57.95) *100

   = 100%

4. Total Duration Calculation Method

Task Days

...

completed = Sum[ (

...

Duration of each task * % Complete of each task)/100]

...

Task 1:

...

(

...

685*0)/100

...

= 0/100 = 0

T2: [(

...

11*100)/100] =

...

1100/100 = 11

T3: [(

...

11*100)/100] =

...

1100/100 = 11

Total no of task days completed = 11+11 =

...

22

Actual = [

...

Total no of Task Days Completed/

...

No. of Total Task Days Scheduled] * 100

= [

...

22/(685+11+11)] * 100

=[22/707] * 100

=

...

3.

...

11%

Performance = (Actual/Target) *100

 = (

...

3.

...

21/

...

57.95) * 100

 =

...

 5.

...

36%

...

5. Project Threshold Setting

...

Specify On Track and Off Track figures and click the

...

Save

...

icon.

The progress threshold defined here will be synchronised with the ‘Action Progress Threshold’ in planning area and vise versa.

Panel
panelIconIdatlassian-info
panelIcon:info:
bgColor#F4F5F7

Business Rule

Project/action Progress >= On Track value = On Track = Green

Project/action Progress <= Off Track value = Off Track = Red

...

View other articles under this section:

Child pages (Children Display)
pageAdministration Framework – Project Settings

<< Back to main section
Project Settings

UG Footer 2024-20240103-072111.pngImage Added