Planned% Complete vs Actual % Complete

[Tracey]

How do I calculate what the planned % complete for a task should be at a
given date and then compare it to actual % complete, to create and S curve
chart.

 

[Helge Svee]

To create the S-curve you have to use excel. Therefore your easiest way to do
this is to export your project to excel by using " Analyze Timescaled Data in
Excel" from the Analysis toolbar. And from there use excel formulas to
calaulate what you want.

Or you can use "Safran from Microsoft Project" see www.safran.no - this have
a cost but is a very convinient way.



Tracey skrev:

 

[Tracey]

Helge
Thanx for your response. I do know how to create the Scurve chart in Excel.
What I really need to know is how I calculate the planned%.

 

[Helge Svee]

If you just want the planned % just weighted in duration you can calculate it
like this:
Distribute to excel(eg work(you do not have to have work assigned) to
activities. Then you can use excel formulas eq: planned % = count(start
date:given date)/cout(start date:end date).

If you want planned % weighted in work/cost you assign work/cost to
activities an distribute. Then you use sum-formulas in excel

Regards
Helge

Tracey skrev:

 

[Steve House [Project MVP]]

Look up Earned Value in help for a good discussion. There's no direct was
to get "planned % complete" but that is not a very usable metric of progress
anyway. % Complete is simply a measure of duration passed versus duration
required - so if you're 40 days into a 100 day long project you are at the
40% complete mark and that really doesn't tell you very much. Earned Value
compares man-hours of work you should have accomplished by the reporting
date of interest with the man-hours of work you actually have achieved and
gives you the Schedule Performance Index which is a valid indicator of
whether you're on schedule, ahead, or falling behind.

 

[Andrew]

Tracey

Hi
I carry out two types of reports - one in MSp and one in excell. the MSP is
a bar chart, but has a planned % based on the "status Date" Basically I
insert the baseline start and finish columns with a Planned % column in
between the column is a customised number field. I then run a macro after
updating the project status field.

Macro

Sub trial_percentg()
' Macro trial_percentg
' Macro Recorded 19/09/2005 by Simons Construction Ltd.
'Get the current date.
dCurrentDate = ActiveProject.StatusDate
'Loop through each task in the project
For Each ATask In ActiveProject.Tasks
PlPctComp = 0
'skip blank rows
If Not ATask Is Nothing Then
'Check for Start and Finish
If (IsDate(ATask.BaselineStart) And _
IsDate(ATask.BaselineFinish)) Then
'Zero duration tasks
If dCurrentDate >= ATask.BaselineFinish Then
PlPctComp = 100
Else
vTemp = Application.DateDifference(ATask.BaselineStart, _
ATask.BaselineFinish)
If vTemp = 0 Then
PlPctComp = 0
Else
PlPctComp =
Format(Application.DateDifference(ATask.BaselineStart, _
dCurrentDate) / vTemp) * 100
PlPctComp =
Round(Format(Application.DateDifference(ATask.BaselineStart, _
dCurrentDate) / vTemp) * 100)
End If
End If
ATask.Number18 = PlPctComp
End If
End If
Next ATask

End Sub


In excell I creat an S curve as you do and use a formula, again inbetween
the two date fields I format the fields as a number with no decimal points
and add the following formula

=IF(P64<1/1/80,0,IF(DATE>=P64,100,IF(DATE<N64,0,((DATE-N64)*100)/(P64-N64+1))))

I appreciate that both seem quite complicated, but they do work.

Hope this helps

Andrew

 

[Tracey]

Thanx Andrew I will certainly try this!