To properly status the schedule, first establish a [Status Date]under
Project/Project Information.... Verify all tasks with [Start]<[Status Date]
have a %Complete > 0. Also, for all tasks with [Finish]<[Status Date] they
should be 100%, if they are not 100% complete, extend the task to the right
of the [Status Date]. Move tasks with 0% Complete to the right of the [Status
Date]. There also can be no tasks with [Actual Start] or [Actual Finish]
greater than the [Status Date]. This is proper schedule preparation.
If you have properly costed resources assigned to your schedule, a status
date, and a baseline, then you should insert the Schedule Performance Index
[SPI] column. The [SPI] measures what you have actually accomplished divided
by what you scheduled to accomplish as your baseline -- a measure of 1.00
would be on schedule. SPI>1 ahead, SPI<1 behind. Explore Earned Value in
the help for more information. SPI is a **Monetary Based **measure of
complete. An SPI of 92% (or 0.92) means 8% behind the baseline spend plan.
Another choice, insert the [Status] column. [Status] will tell you if the
task is "complete", "future task", "late", "on schedule." Please note
[status] considers ahead of schedule to be "on schedule" and is a duration
based calculation.
A formula can be applied to calculate the %Complete where you should be as
of the status date. The formula must address times when [Status] is (1) Prior
to [Start], (2)during the duration of a task, and, (3) after [Finish]. The
following formula can be applied to a spare column such as [Text1]:
Left(str(IIf([Status Date]<[Start],"0",IIf([Status
Date]>[Finish],"1",ProjDateDiff([Start],[Status
Date])/[Duration]))*100),4)+"%"
The "4" controls the number of places displayed; change it to your liking.
This formula may be used to compare against **Duration Based ** measures of
complete such as %Complete. It could also be tweaked replacing [Status Date]
with [Current Date] and the results will be more dynamic. This is not
recommended since it creates a moving target.
--
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Jim
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Ginger said:
I would like to add a column that shows the percentage of the duration at the
current date. i.e., I need my team to know where they *should* be as a
percentage to comare against where they are - assuming work is evenly
distributed over the duration.
Any help would be appreciated.