% Complete Calculation Methods Behavior

Clarity PPM SaaS Clarity PPM On Premise

How do the three % Complete Calculation Methods work?

Release: All supported Clarity Releases
Component: PPRPRM

The way the % Complete field is calculated depends on the % Complete Calculation Method selected for each investment.

Manual

Use this method when you may have a simple investment where you are not tracking assignments and actuals.
This method allows you to manually compute the % Complete at all levels within the Work Breakdown Structure (WBS).

If this option is selected, the value in the % Complete fields are manually entered at all levels in the task breakdown structure.
Entering a % Complete value for a task does not affect any other tasks within the Work Breakdown Structure (WBS).
Once the task level % Complete values are manually updated, the % Complete field at Task Summary Level and at the Investment level must also be manually updated.
In Studio, the '% Complete Method' default value is set to 'Manual'
In Classic, this value can be changed for a specific Project by going to the Project Properties tab, and selecting the 'Settings' sub-page.
The 'Update % Complete' job does not perform any calculations for the 'Manual' method investments.

Use this method when you may have a simple investment where you are not tracking assignments and actuals.
This method is a hybrid, allowing you to manually enter % Complete on detailed tasks and having the job compute the % Complete at the summary task level and the investment level.

This method measures the passage of time to determine the rollup for the % Complete on the summary tasks and the investment.
If this option is selected, you can manually enter the percent complete value at the detail task level.
Trying to manually enter a % Complete on the summary task or investment will not be allowed.
When the 'Update Cost Totals' job executes the % Complete is computed as:
- % Complete = Completed Duration / Total Duration
- Total Duration is the sum of the duration for all tasks that roll up to the summary task or investment
- Milestones are not included because the 'Duration' is zero. Therefore, if the summary task only has milestone tasks under it, the % Complete will be 0% because the duration on the milestones = 0 and the calculation cannot be made.

Use this method when you have a complex investment where you have staff, tasks and assignments and actuals are posted.
This method automates the % Complete calculation at all levels of the Work Breakdown Structure (WBS).

This method will calculate the percent complete for all detail and summary tasks, except milestones.
Manual entry for the % Complete field is not allowed on any task.
When using this method, only Actuals posted by labor resources is considered. (All non labor actuals and ETC will be ignored.)
Using the 'Update % Complete' job does all the work to update all tasks and the investment:
- % Complete = Labor Actuals / (Labor Estimates + Labor Actuals)
- Labor Estimates = sum of all assignment remaining ETC for Labor resources
- Total Effort = Labor Estimates + Labor Actuals
Percent complete for a detail tasks is calculated by aggregating total labor resource actuals on the task assignments and dividing it by the total effort of all assigned labor resources.
Percent complete for a summary task is calculated by aggregating the labor resource actuals on the child tasks and dividing it by the sum of the labor resource total effort on all the child tasks.

When the % Complete Calculation Method is changed for the Investment Properties from an existing method to another method, from that point forward the use of the job and the rules outlined above will apply to the new setting.
- Switching to Effort: The job will update all detail and summary Task Status and % Complete values. If the task does not have any posted Actuals, the Status will be reset to "Not Started".
- Switching to Duration: The job will update the summary Task Status and % Complete values to reflect the progress of its subtasks.
- Switching to Manual: The job does not update the investment for this method.