Summary Progress weighted for overall project progress

[Chris Thomas]

Is there a way to show the summary progress no matter how many tasks are in
the summary weighed to the overall project progress?
Example
Engineering 40%
Purchacing 15%
Fabrication 20%
Shipping 10%
Instalation15%

I have told my boss no but need the profesionals input.
Thanks in advance for your help.
--

 

[Jim Aksel]

Insert the project summary task. Tools/Options.... place a check mark in the
show project summary task box.

Assuming you have separate summaries for Engineering, Purchasing,
Fabrication, Shipping and Installation you will get a duration weighted
%Complete when you show the %Complete column. The project summary task will
give you %Complete at the project level.

--
If this post was helpful, please consider rating it.

Jim

Visit http://project.mvps.org/ for FAQs and more information
about Microsoft Project

 

[Chris Thomas]

Jim, Thanks for your quick answer. But does Project treat them as equal
percentage of the whole 20% Eng, 20% Purch, etc

 

[Dean C]

If you can settle for duration weighted tasks, you can set Summary tasks to
display from Actual Start to Summary Progress. Besides the duration
weighting, though you will get the standard Finish minus Remaining Duration,
so progress will be to 8:00 AM of the next task to be performed.

You need some custom code to get task weights in. The code below is for all
tasks, resulting in 5:00 PM progress on the status date instead of the next
task. In this formula, Number19 is a rollup of the sum of weighted actual
effort and Number20 is a rollup of what you should have completed as of the
status date.

IIf([Actual Start]<>[Start] Or [Actual Finish]=[Finish],[Actual
Finish],IIf([Summary]=Yes,ProjDateAdd([Start],ProjDateDiff([Start],IIf([Finish]<[Status
Date],[Finish],[Status
Date]))*[Number19]/[Number20]),IIf([Duration]=[Remaining Duration],[Actual
Start],ProjDateAdd([Actual Start],[Actual Duration]))))

 

[Chris Thomas]

Dean thank-you for the information. The current project I have has 27
Engineering Tasks if I say they are all 100 % complete the progress of the
Summary Project line shows 23%. There are 121 total tasks in it. My boss
wants to weight this to say in our eyes it is 40% of project completion I do
not think project can do that.
--

If you can settle for duration weighted tasks, you can set Summary tasks to
display from Actual Start to Summary Progress. Besides the duration
weighting, though you will get the standard Finish minus Remaining Duration,
so progress will be to 8:00 AM of the next task to be performed.

You need some custom code to get task weights in. The code below is for all
tasks, resulting in 5:00 PM progress on the status date instead of the next
task. In this formula, Number19 is a rollup of the sum of weighted actual
effort and Number20 is a rollup of what you should have completed as of the
status date.

IIf([Actual Start]<>[Start] Or [Actual Finish]=[Finish],[Actual
Finish],IIf([Summary]=Yes,ProjDateAdd([Start],ProjDateDiff([Start],IIf([Finish]<[Status
Date],[Finish],[Status
Date]))*[Number19]/[Number20]),IIf([Duration]=[Remaining Duration],[Actual
Start],ProjDateAdd([Actual Start],[Actual Duration]))))

Jim, Thanks for your quick answer. But does Project treat them as equal
percentage of the whole 20% Eng, 20% Purch, etc

 

[Dean C]

Wherever it comes from, it can be done easily. Think of it in terms of earned
value. When the engineering task is done, they get 40% credit. Each actual
day of duration, engineering earns 0.4/duration.

The number19 in my formula would be actual duration*0.4/duration. The
number20 in my formula would be projdatedif([actual
start],iif([finish]<[status date],[finish],[status date]))*0.4/[duration].
Summary tasks rollup sum.

Chris,

Why should it?
Engineering 40%
Purchacing 15%
Fabrication 20%
Shipping 10%
Instalation15%

Where does the 40% come from?
What is 40% of what?
How are you measuring progress?
MSP can track Duration, Work and Cost.
What are you tracking?
Why are you re-defining "progress" to mean what you think you want it to
mean instead of something objective and measurable and useful?
Let' say, "ok, they are arbitrary percentages which add up to 100".

Here is one way to make the numbers that you want to pop up (I don't think
it really measures anything or is useful).
I will assume you are not assigning Costs to Resources or Fixed Costs to
Tasks, so the Cost fields are available for this trick.
Assign a Fixed Cost of $40 to your Engineering heading, a Fixed Cost of $15
to your Purchasing heading etc.
Or, better, assign a Fixed Cost, whatever you like, to each Task under your
Engineering heading, to a total of $40, etc.
Or, better, assign a dummy Material Resource with a Cost of $1 per unit, in
enough units to each Task to make Engineering add up to $40 etc.

Then use a formula in a spare number field to calculate (Actual Cost/Total
Cost)*100.
Then use a spare text field to concatenate this onto a " %" sign.
When the Tasks are done this field will show Engineering 40%.

It is not really good practice to hijack the Cost for a dodgy purpose like
this, so you could use all spare fields instead.

Trevor Rabey 0407213955 61 8 92727485 PERFECT PROJECT PLANNING
www.perfectproject.com.au

Dean thank-you for the information. The current project I have has 27
Engineering Tasks if I say they are all 100 % complete the progress of the
Summary Project line shows 23%. There are 121 total tasks in it. My boss
wants to weight this to say in our eyes it is 40% of project completion I
do
not think project can do that.
--

If you can settle for duration weighted tasks, you can set Summary tasks
to
display from Actual Start to Summary Progress. Besides the duration
weighting, though you will get the standard Finish minus Remaining
Duration,
so progress will be to 8:00 AM of the next task to be performed.

You need some custom code to get task weights in. The code below is for
all
tasks, resulting in 5:00 PM progress on the status date instead of the
next
task. In this formula, Number19 is a rollup of the sum of weighted actual
effort and Number20 is a rollup of what you should have completed as of
the
status date.

IIf([Actual Start]<>[Start] Or [Actual Finish]=[Finish],[Actual
Finish],IIf([Summary]=Yes,ProjDateAdd([Start],ProjDateDiff([Start],IIf([Finish]<[Status
Date],[Finish],[Status
Date]))*[Number19]/[Number20]),IIf([Duration]=[Remaining
Duration],[Actual
Start],ProjDateAdd([Actual Start],[Actual Duration]))))

:

Jim, Thanks for your quick answer. But does Project treat them as equal
percentage of the whole 20% Eng, 20% Purch, etc
--



:

Insert the project summary task. Tools/Options.... place a check
mark in the
show project summary task box.

Assuming you have separate summaries for Engineering, Purchasing,
Fabrication, Shipping and Installation you will get a duration
weighted
%Complete when you show the %Complete column. The project summary
task will
give you %Complete at the project level.

--
If this post was helpful, please consider rating it.

Jim

Visit http://project.mvps.org/ for FAQs and more information
about Microsoft Project



:

Is there a way to show the summary progress no matter how many
tasks are in
the summary weighed to the overall project progress?
Example
Engineering 40%
Purchacing 15%
Fabrication 20%
Shipping 10%
Instalation15%

I have told my boss no but need the profesionals input.
Thanks in advance for your help.

 

[Jim Aksel]

add costed resources, set a baseline, use Physical%Complete as the EV method.
That way it will be correctly weighted by Cost and match the Earned Value
guidelines. This assumes you want to define success by Cost as opposed to
duration or work.
--
If this post was helpful, please consider rating it.

Jim

Visit http://project.mvps.org/ for FAQs and more information
about Microsoft Project

Wherever it comes from, it can be done easily. Think of it in terms of earned
value. When the engineering task is done, they get 40% credit. Each actual
day of duration, engineering earns 0.4/duration.

The number19 in my formula would be actual duration*0.4/duration. The
number20 in my formula would be projdatedif([actual
start],iif([finish]<[status date],[finish],[status date]))*0.4/[duration].
Summary tasks rollup sum.

Chris,

Why should it?
Engineering 40%
Purchacing 15%
Fabrication 20%
Shipping 10%
Instalation15%

Where does the 40% come from?
What is 40% of what?
How are you measuring progress?
MSP can track Duration, Work and Cost.
What are you tracking?
Why are you re-defining "progress" to mean what you think you want it to
mean instead of something objective and measurable and useful?
Let' say, "ok, they are arbitrary percentages which add up to 100".

Here is one way to make the numbers that you want to pop up (I don't think
it really measures anything or is useful).
I will assume you are not assigning Costs to Resources or Fixed Costs to
Tasks, so the Cost fields are available for this trick.
Assign a Fixed Cost of $40 to your Engineering heading, a Fixed Cost of $15
to your Purchasing heading etc.
Or, better, assign a Fixed Cost, whatever you like, to each Task under your
Engineering heading, to a total of $40, etc.
Or, better, assign a dummy Material Resource with a Cost of $1 per unit, in
enough units to each Task to make Engineering add up to $40 etc.

Then use a formula in a spare number field to calculate (Actual Cost/Total
Cost)*100.
Then use a spare text field to concatenate this onto a " %" sign.
When the Tasks are done this field will show Engineering 40%.

It is not really good practice to hijack the Cost for a dodgy purpose like
this, so you could use all spare fields instead.

Trevor Rabey 0407213955 61 8 92727485 PERFECT PROJECT PLANNING
www.perfectproject.com.au

Dean thank-you for the information. The current project I have has 27
Engineering Tasks if I say they are all 100 % complete the progress of the
Summary Project line shows 23%. There are 121 total tasks in it. My boss
wants to weight this to say in our eyes it is 40% of project completion I
do
not think project can do that.
--



:

If you can settle for duration weighted tasks, you can set Summary tasks
to
display from Actual Start to Summary Progress. Besides the duration
weighting, though you will get the standard Finish minus Remaining
Duration,
so progress will be to 8:00 AM of the next task to be performed.

You need some custom code to get task weights in. The code below is for
all
tasks, resulting in 5:00 PM progress on the status date instead of the
next
task. In this formula, Number19 is a rollup of the sum of weighted actual
effort and Number20 is a rollup of what you should have completed as of
the
status date.

IIf([Actual Start]<>[Start] Or [Actual Finish]=[Finish],[Actual
Finish],IIf([Summary]=Yes,ProjDateAdd([Start],ProjDateDiff([Start],IIf([Finish]<[Status
Date],[Finish],[Status
Date]))*[Number19]/[Number20]),IIf([Duration]=[Remaining
Duration],[Actual
Start],ProjDateAdd([Actual Start],[Actual Duration]))))

:

Jim, Thanks for your quick answer. But does Project treat them as equal
percentage of the whole 20% Eng, 20% Purch, etc
--



:

Insert the project summary task. Tools/Options.... place a check
mark in the
show project summary task box.

Assuming you have separate summaries for Engineering, Purchasing,
Fabrication, Shipping and Installation you will get a duration
weighted
%Complete when you show the %Complete column. The project summary
task will
give you %Complete at the project level.

--
If this post was helpful, please consider rating it.

Jim

Visit http://project.mvps.org/ for FAQs and more information
about Microsoft Project



:

Is there a way to show the summary progress no matter how many
tasks are in
the summary weighed to the overall project progress?
Example
Engineering 40%
Purchacing 15%
Fabrication 20%
Shipping 10%
Instalation15%

I have told my boss no but need the profesionals input.
Thanks in advance for your help.