Microsoft Project 2016 Planned % complete calculation

Jill,

Suppose you have a project where everything is planned/scheduled to happen in the future relative to now. None of the tasks have any progress recorded against them. None of the tasks have any actuals. That is, none of them have an actual start, actual duration, actual finish, actual work or actual cost.

You can check this in the tracking table, where all of the fields will be "NA" except that the remaining duration will be the total duration.

Now you want to know what will be the "% complete" as at some date/time in the future. Let's call that the future status date. Forget about % complete. It will take care of itself when you provide the actuals.

Go to project, project information. Set the status date to the future date you have in mind.

Select all of the tasks. The easy way is to go to view, outline, show all subtasks, and then select the top left corner above the ID numbers.

Now click on task, mark on track. This will fill in all of the actuals up to the status date. Whatever the % complete is, that's your "planned % complete" as at that date.

Any help?

Sandy,

This is the formula Jan presented in the referenced link (with one misplaced ")" removed so the formula will work)

Iif(([Baseline Duration])>0,([Actual Duration]/[Baseline Duration])*100,0)

I don't "know" exactly what formula you are "looking for" but that's correct, the status date does not enter into the equation. However for duration tracking a more thorough expression of a "planned complete" value would measure the amount of duration between the actual start and the status date. For that case the formula is more complex but could look like this:

IIf(([Baseline Duration])>0,((ProjDateDiff([Baseline Start],[Status Date])+[Minutes Per Day])/[Baseline Duration])*100,0) & "%".

To demonstrate, the following screen shot shows a simple 10 day task. The first line shows the task as planned. The second line shows the task as of the status date. The task didn't start as planned, it started two days late and the declared completion (i.e. % Complete) is 20%. The original formula also shows a 20% value while the revised formula, queued to the status date, shows the task should be 50% complete by the close of business on the status date (i.e. "planned" completion as of the status date and based on the baseline plan). I also included a milestone to show the formula is "stable" for milestones, which was one of the issues in the referenced thread.

Hope this helps.

John

Jill,

The term "planned percent complete" is subjective in nature and can mean different things to different people. First I suggest you read the following thread which summarizes the various concepts.

https://social.technet.microsoft.com/Forums/en-US/b2c99deb-c388-47aa-a8ef-c31854851d9a/tracking-percent-complete-versus-planned?forum=projectprofessional2010general.

As far as the formula you found on U-tube, it is considerably more complex than it needs to be. The classical way of handling planned versus actual is by using earned value (as discussed in the reference), but if you decide a simpler approach is all you need, then the formula presented by Jan De Messemaeker toward the end of the thread should get you there.

Hope this helps.

John

Thank you Trevor, I am going to try all the responses I have and see where it takes me. Your response has been greatly appreciated as I am a Primavera girl and I have found this problem challenging... Again many thanks

Thank You John any help right is greatly appreciated.. I am a Primavera girl so finding this problem quite challenging!!!! but got the thread and away to see if it works...