PowerSteeringPowerSteering User GuidesAdministrator Guide Configuring Mass Change % Complete MethodHow do I mass change the percent complete method for a portfolio?

How do I mass change the percent complete method for a portfolio?

PowerSteering has four methods for calculating percent complete within your project schedule. The four percent complete options are Manual, Task Based, Duration Based and Effort Based. This article describes how an administrator can update the percent complete calculation method for an entire portfolio.

1. Click Mass Change % Complete Method

Click Mass Change % Complete Method
  1. On the Icon Bar, click the Admin button.
  2. Click Configuration to expand the menu, then click Mass change % complete method.

2. Change % Complete Method

Change % Complete Method
  1. From the Portfolio drop-down menu, select a portfolio that you would like to mass change the percent complete method for.
  2. From the % Complete Method drop-down men, select a percent complete method for the portfolio.
  3. Click Go.

Manual: This is the default setting for all projects is the way the system currently operate. All the percent complete values are entered manually.

Task-based: This method calculates the percent complete by counting the total percent complete of non-summary tasks in the project with a percent complete value greater than zero, divided by the total number of non-summary tasks for the project. Tasks that are in the canceled status are not considered part of the calculation; milestones and document deliverables are included in the calculation. Once a task is canceled neither the percent complete nor actual dates can be modified.

Duration-based: This method calculates the percent complete by total number of days completed in the project schedule divided by the total number of days scheduled in the project. The total number of days completed of a work item is its scheduled duration multiplied by its percent complete. Tasks that are in the Canceled status and non-summary tasks are not included in this calculation; milestones and document deliverables are included in the calculation when they are the only descendants of a summary task. In this case the summary task will follow task-based percent complete method. Once a task is canceled neither the percent complete nor actual dates can be modified.

Effort-based: This method calculates the percent complete by the total amount of effort hours completed in the project schedule divided by the total number of effort hours planned in the project. The total amount of hours completed is effort percent complete multiplied by its effort. Tasks that are in the Canceled status are not included in this calculation; milestones and document deliverables are not included in the calculation unless there are zero hours of effort. In this case the summary task will follow task-based percent complete method. Once a task is canceled neither the status, percent complete nor effort percent complete can be modified.

3. View Confirmation Message

View Confirmation Message
  • View confirmation message.

0 Comments

Add your comment

E-Mail me when someone replies to this comment