Add a Rule of Credit

Add rules of credit for tracking progress on scope assignments when the work package progress measure is set to Milestone Percent Complete.

To add a rule of credit:

  1. In the object selector, select a workspace.
  2. In the sidebar, select Summary & Settings.
  3. On the Summary & Settings menu, select Dictionaries, and then select Rules of Credit.
  4. Select Add.
  5. In the Name field, enter the name for the rule of credit.
  6. In the Input Type list, choose how to apply the rule of credit:
    • Manual: Enables users to enter their percentage complete on a milestone. Use this option if it is important to track the percentage complete on a milestone.
    • 0/100 Percent Complete: Enables users to mark a milestone as complete. Use this option if it is important to show whether the work is complete or not complete. A weighted percentage is still applied to enable a percentage complete rollup at the work package level.
  7. Use the table to define milestones used to track percentage complete.
    1. In the Milestone Name field, enter the name of a milestone.
    2. In the Incremental Percent Complete field, enter the percentage each milestone represents for the rule of credit. The Cumulative Percent Complete must equal 100%.
  8. Select Save.
  9. In the Summary & Settings panel, select Close.

Tips

This setting is used in the following apps:

Scope