Progress Entry for Tasks
Team members can enter progress for tasks and provide the actual effort and the actual start and finish dates for the task.
Project application administrators must enable the Allow team members to report actual hours or remaining hours above or below planned effort option from the Define Project Management Implementation Options task in the Setup and Maintenance work area. This option enables team members to enter actual values separately from planned values.
Project managers can directly enter progress on the Manage Project Plan page. Team members can report progress for tasks in either of the following sources:
-
Quick Progress region of the Team Member Dashboard
-
Manage Tasks page
-
Oracle Digital Assistant Project Management Skill
Project application administrators can decide to enable progress reporting by team members only for certain project statuses. If a project is in a status for which team member progress reporting isn't enabled, then team members won't be able to see their tasks in the Quick Progress region or the Manage Tasks page.
Team Member Dashboard
Use the Quick Progress region on the Team Member Dashboard to mark your tasks and actions items as started or finished.
If you aren't the primary resource on a project task, then the task doesn't appear in your Quick Progress region. Only the primary resource can enter progress for project tasks.
Manage Tasks Page
Enter your progress for a task in the Manage Tasks page of the My Work work area. Use the Mark as Started and Mark as Finished actions from the actions menu of a task to mark the task as started or finished. When you mark a task as started or finished, or enter a partial percentage completion, the application calculates the actual hours and dates as listed in the following table. To enter the actual dates and effort, click the task name. You can provide the values in the Progress section and compare it with the planned values listed in the Planned section of the page. When calculating progress, the application compares the actual hours and dates with the planned values in the project plan and displays progress to the project manager on the Progress infolet on the Project Management Dashboard.
|
Task Type |
Attribute |
Description |
|---|---|---|
|
Project |
Mark as Started |
Click to automatically update the percent complete value for the task to 25%. |
|
Action Item, Milestone, Project, To-do Task |
Mark as Finished |
Click to automatically update the percent complete value for the task to 100%. You can mark milestone tasks as finished only. |
|
Project |
Proposed Effort |
Click the Enter Progress button, Revise Effort option to enter the number of proposed effort hours. Note: Enter the proposed effort only if you need more or
less time than shown in the Total Effort field. If the proposed effort
exceeds the value defined for the Planned Hours Increased implementation
option, the project manager must review the proposal.
|
|
Project |
Actual Hours Worked |
Enter the total number of hours you worked on the task. |
|
Project |
Percent Complete |
Enter the percentage of the total planned hours you worked on the task. |
The following section demonstrates the impact of updating actual and remaining values separately from planned values.
Updating Actual Values
The following table lists a few scenarios when you update the actual effort, start and finish dates separately from the planned effort and dates. Let's assume that a task is scheduled to start on January 5, and the current date is January 4. The following table lists the scenario when at first the task is yet to start, and then it starts one-day later than it was previously supposed to. The resource then updates actual effort as he finishes work on the task. Eventually when the resource finishes the task the actual effort exceeds the planned effort by 8 hours. The resource works for 8 hours every day.
|
Planned Effort in Hours |
Actual Effort in Hours |
Progress Updated On |
Planned Start Date |
Current Start Date |
Actual Start Date |
Planned Finish Date |
Current Finish Date |
Actual Finish Date |
Remaining Effort |
Percent Complete |
|---|---|---|---|---|---|---|---|---|---|---|
|
40 |
NA |
4-Jan |
5-Jan |
5-Jan |
NA |
9-Jan |
9-Jan |
NA |
40 |
0 |
|
40 |
8 |
6-Jan |
5-Jan |
6-Jan |
6-Jan |
9-Jan |
10-Jan |
NA |
32 |
20 |
|
40 |
24 |
8-Jan |
5-Jan |
6-Jan |
6-Jan |
9-Jan |
10-Jan |
NA |
16 |
60 |
|
40 |
48 |
11-Jan |
5-Jan |
6-Jan |
6-Jan |
9-Jan |
11-Jan |
11-Jan |
0 |
100 |