Progress?

[Steve House [Project MVP]]

I think I know why they subtract from the finish instead of adding to the
start ... try both methods when there is lag time between one or more
performance tasks under the summary in question. When evaluating progrsss
with an eye to managing the project, it is more important to accurately
answer the question "How much do we have left to do?" than it is to worry
about "How far have we come?" If you add [Start] + ([%Complete]*[Duration])
and the subtasks have lag times, you get an artificially low estimate of
progress, artificially high estimate of remaining duration. But [Finish] -
((100-[%Complete])*[Duration]) gives an accurate estimate of time remaining,
which is the object of the exercise in the first place.

 

[Dean]

Ginger,
Status Date is available for use in formulas. Task weight must come from
someone who knows the relative effort associated with each task.

I have an excellent example for you, but the social protocol of this forum
prevents me from sending files here. I'll email it to you.

The formulas used are:

Summary actual Prog ([Number17])=IIf([Start]<[Status
Date],IIf(Summary=True,ProjDateDiff([Start],[Status Date],[Project
Calendar])*[Number20]/([Number19]),0),0)

Task Weight ([Number18])= [manually entered, default for tasks is 1; default
for milestones can be 0 or 1 depending on whether your schedule contains
milestones that represent completion of tasks (such as from a subcontractor)
not displaed in your schedule.

Work days available to status day([Number19])= IIf([Start]<[Status
Date],IIf([Milestone]=True,[Number18],IIf([Finish]<[Status
Date],[Number18]*[Duration]/480,[Number18]*ProjDateDiff([Start],[Status
Date],[Project Calendar])/480)),0)
For summary tasks, rollup sum

Summary actual duration])[Number20]=IIf([Milestone]=True,IIf([%
Complete]=100,[Number18],0),[Number18]*[Actual Duration]/480)

Summ Progress=ProjDateAdd([Start],[Number17],[Project Calendar])

 

[Dean]

I forgot to add
For summary tasks, rollup sum under the formula for Summary actual duration

Ginger,
Status Date is available for use in formulas. Task weight must come from
someone who knows the relative effort associated with each task.

I have an excellent example for you, but the social protocol of this forum
prevents me from sending files here. I'll email it to you.

The formulas used are:

Summary actual Prog ([Number17])=IIf([Start]<[Status
Date],IIf(Summary=True,ProjDateDiff([Start],[Status Date],[Project
Calendar])*[Number20]/([Number19]),0),0)

Task Weight ([Number18])= [manually entered, default for tasks is 1; default
for milestones can be 0 or 1 depending on whether your schedule contains
milestones that represent completion of tasks (such as from a subcontractor)
not displaed in your schedule.

Work days available to status day([Number19])= IIf([Start]<[Status
Date],IIf([Milestone]=True,[Number18],IIf([Finish]<[Status
Date],[Number18]*[Duration]/480,[Number18]*ProjDateDiff([Start],[Status
Date],[Project Calendar])/480)),0)
For summary tasks, rollup sum

Summary actual duration[Number20]=IIf([Milestone]=True,IIf([%
Complete]=100,[Number18],0),[Number18]*[Actual Duration]/480)

Summ Progress=ProjDateAdd([Start],[Number17],[Project Calendar])

Hi Dean, Thanks for the info.. I need a little assistance on your manual
calculation of the summary progress formula..

SIMPLIFICATION of Summary Progress is (Status Date -Summary Task Start)X(sum

How do I convert the Status Date and Summary Task Start to a number to use
for subtraction. Also how do I calculate the task weight?? Sorry about all
of the questions. Maybe you could provide a high level example..

Thanks Much!!! Ginger

 

[Dean]

Ginger,
I emailed the file to (e-mail address removed), but Microsoft is
protecting us from spammers by not forwarding to your actual email address.
Since I already get lots of spam, I'll bite the bullet. Please send your
email address to (e-mail address removed).

Ginger,
Status Date is available for use in formulas. Task weight must come from
someone who knows the relative effort associated with each task.

I have an excellent example for you, but the social protocol of this forum
prevents me from sending files here. I'll email it to you.

The formulas used are:

Summary actual Prog ([Number17])=IIf([Start]<[Status
Date],IIf(Summary=True,ProjDateDiff([Start],[Status Date],[Project
Calendar])*[Number20]/([Number19]),0),0)

Task Weight ([Number18])= [manually entered, default for tasks is 1; default
for milestones can be 0 or 1 depending on whether your schedule contains
milestones that represent completion of tasks (such as from a subcontractor)
not displaed in your schedule.

Work days available to status day([Number19])= IIf([Start]<[Status
Date],IIf([Milestone]=True,[Number18],IIf([Finish]<[Status
Date],[Number18]*[Duration]/480,[Number18]*ProjDateDiff([Start],[Status
Date],[Project Calendar])/480)),0)
For summary tasks, rollup sum

Summary actual duration])[Number20]=IIf([Milestone]=True,IIf([%
Complete]=100,[Number18],0),[Number18]*[Actual Duration]/480)

Summ Progress=ProjDateAdd([Start],[Number17],[Project Calendar])

Hi Dean, Thanks for the info.. I need a little assistance on your manual
calculation of the summary progress formula..

SIMPLIFICATION of Summary Progress is (Status Date -Summary Task Start)X(sum

How do I convert the Status Date and Summary Task Start to a number to use
for subtraction. Also how do I calculate the task weight?? Sorry about all
of the questions. Maybe you could provide a high level example..

Thanks Much!!! Ginger

 

[smokingbull]

Dean,

I was suffering from the same problem till I saw this thread. Now I have
seen the way .Nevertheless, I have two questions for you.

1. How can I assign customized field ,in this case the text field which is
based on the formula that you put as

Summ Progress=ProjDateAdd([Start],[Number17],[Project Calendar]) ,

to "To" field in the bar style menu for summary progress row ?

2. Does it not make sense to use work values to calculate the progress for
summary tasks, instead of assigning weight for each task ?

Thanks

 

[Dean C]

smokingbull,
1. The customized field, Summ Progress must be a date type field such as
Baseline1 Start or Start1, but cannot be Date1-Date10, which are not
available for assignment in a Gantt bar. You cannot display any progress for
GroupBySummary tasks in Project 2002 or 2003 because of a design decision
(bug) implemented in Project 2002.

2. Yes. Work is the ideal method. Ideally, capturing actual work, not just
%Work complete, which would be weighted based on original estimates. Good
luck collecting actual work though, since most people enter their time
charges at least two levels above scheduled tasks. I have a never-been-used
macro that allows users to enter their actual effort in Project and have the
macro summarize their actual charges at the work package level in our time
reporting system.

Dean,

I was suffering from the same problem till I saw this thread. Now I have
seen the way .Nevertheless, I have two questions for you.

1. How can I assign customized field ,in this case the text field which is
based on the formula that you put as

Summ Progress=ProjDateAdd([Start],[Number17],[Project Calendar]) ,

to "To" field in the bar style menu for summary progress row ?

2. Does it not make sense to use work values to calculate the progress for
summary tasks, instead of assigning weight for each task ?

Thanks

Ginger,
Status Date is available for use in formulas. Task weight must come from
someone who knows the relative effort associated with each task.

I have an excellent example for you, but the social protocol of this forum
prevents me from sending files here. I'll email it to you.

The formulas used are:

Summary actual Prog ([Number17])=IIf([Start]<[Status
Date],IIf(Summary=True,ProjDateDiff([Start],[Status Date],[Project
Calendar])*[Number20]/([Number19]),0),0)

Task Weight ([Number18])= [manually entered, default for tasks is 1; default
for milestones can be 0 or 1 depending on whether your schedule contains
milestones that represent completion of tasks (such as from a subcontractor)
not displaed in your schedule.

Work days available to status day([Number19])= IIf([Start]<[Status
Date],IIf([Milestone]=True,[Number18],IIf([Finish]<[Status
Date],[Number18]*[Duration]/480,[Number18]*ProjDateDiff([Start],[Status
Date],[Project Calendar])/480)),0)
For summary tasks, rollup sum

Summary actual duration])[Number20]=IIf([Milestone]=True,IIf([%
Complete]=100,[Number18],0),[Number18]*[Actual Duration]/480)

Summ Progress=ProjDateAdd([Start],[Number17],[Project Calendar])