Configure Default Activity Calculation Settings for a Workspace

You can configure default activity calculation settings for workspaces to specify how the application computes values for activities within that workspace.

To configure default activity calculation settings for workspaces:

  1. Navigate to the Activity configuration page
  2. Select the Defaults tab, and then review the sections under Calculations.
  3. In the Activities section, configure calculation settings for project activities:
    • When changing an activity to not started: Determines how units and duration are handled if activity progress is removed.
      • Reset planned duration and units to remaining: Select this option to reset planned unit spreads to match the remaining units.
      • Reset remaining duration and units to planned: Select this option to reset remaining unit spreads to match the planned units.
    • Link planned and remaining/at completion for not started activities: When enabled, ensures that the planned and at completion values remain in sync when changes are made to activities that have not started. When disabled, each field's values are calculated independently.
    • Define critical activities as: Select a method to identify critical activities:
      • Total Float less than or equal to: Select this option to identify critical activities based on the lack of flexibility in their scheduled dates. Enter a minimum float duration. When the project is scheduled, activities with total float values less than or equal to this value are marked critical.
      • Longest Path: Select this option to define critical activities based on the sequence of driving activities that determine the project end date.
  4. In the Units and Costs section, configure calculation settings for units and costs:
    • When updating actual units or cost: Determines how the application handles changes to the actual units or actual costs on an activity or activity assignment.
      • Add actual to remaining: Select this option to calculate a new at completion value when the remaining units or actual units change.
      • Subtract actual from at completion: Select this option to calculate a new remaining units value when the at completion or actual units change.
    • Recalculate actual units and costs when Duration Percent Complete changes: Select this option to recalculate actual units and costs when the duration percent complete is updated.
  5. In the Scope Items section, select a default method for calculating scope completion percentages. Scope completion percentage can be calculated using cost, quantity, hours, or manually entered values.
  6. Save your changes:
    1. Select Save.
    2. In the Summary & Settings panel, select Close.

This setting is used in the following apps:

Resources
Risk
Schedule
Scope

Last Published Tuesday, May 21, 2024