Use the Percent Completion Settings page to select how you want EnterpriseTrack to calculate the percent compete for a project. You can choose manual mode and enter the percentage complete for each activity under the Roadmap page, or have the system calculate the completion percentage using activity count, effort, or duration. If any one of the following option is chosen, the system will calculate the percent completion as follows:
- Count Based (Completed vs Total Count for Immediate Children): The total number of completed activities by the total number of immediate children.
- Count Based (Completed vs Total Count for All Children): The total number of completed activities by the total number of all children.
- Effort Based Calculation (Actual vs Planned Effort For Immediate Children): The actual effort by the planned effort of all top-level tasks.
- Effort Based Calculation (Actual vs Planned Effort For All Children): The actual effort by the sum of the planned effort of all tasks.
- Effort Based Calculation (Planned Completed vs Total Planned Effort For Immediate Children): The planned completed effort by the total planned effort of all top-level tasks.
- Effort Based Calculation (Planned completed vs Total Planned Effort For All Children): The planned completed effort of all children by the total planned effort of all children.
- Duration Based (Actual vs Planned Duration for Immediate Children): The sum of the actual duration of all immediate children by the sum of all planned duration of immediate children.
- Duration Based (Actual vs Planned Duration for All Children): The sum of the actual duration of all children by the sum of all planned duration of all children.
- Duration Based (Planned Completed vs Total Planned Duration for Immediate Children): The sum of the actual duration of all immediate children by the sum of all planned duration of immediate children.
- Duration Based (Planned Completed vs Total Planned Duration for All Children): The sum of the actual duration of all children by the sum of all planned duration of all children.
To change the criteria based on which the percentage completion is calculated for a project:
- From the Top Navigation Bar, select (Project#) > Go To > Settings, or select the Settings link on the Left Navigation Bar. The current setting is displayed in the Percent Completion Type column.
- Click the [Edit] link.
- Select the new percent completion type.
- Click Save.