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Task Status and % Complete behavior when Method is Effort

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Article ID: 228541

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Updated On:

Products

Clarity PPM On Premise Clarity PPM SaaS

Issue/Introduction

How does task Status and % Complete attribute change when the % Complete Calculation Method is set to effort from the point of view of not having any assignments, or having labor and/or non-labor resources assigned?

Environment

Component : CLARITY PROJECT MANAGEMENT

Resolution

When the "% Complete Calculation Method" is set to "Effort", the "% Complete" and "Status" is automatically calculated after running the "Update % Complete" job. These attributes cannot be manually changed (if these are changed externally, for example from Microsoft Project, the values will be lost and replaced with the automatically calculated on the next refresh).

For summary tasks, these attributes are calculated based on their subtasks values.

For the rest of the tasks (i.e.: detail tasks), the formula used is based on the following:

  • Status will be Not Started if the % Complete is exactly 0%, Completed if the % Complete is exactly 100%, or Started for any other value in between.
  • % Complete = Labor Actuals / (Labor Estimates + Labor Actuals)
  • The % Complete will only change when there are labor actuals and estimates. If you assign a non-labor resource to a task, the effort and actuals for that non-labor resource will be ignored from the calculation.

Examples:

  • If a task has no resources assigned, as there are no labor actuals and estimates, the % Complete will stay at 0%.
  • If a task has only non-labor resources assigned, as there are no labor actuals and estimates, the % Complete will stay at 0%.
  • If a task has only labor resources assigned, all actuals and estimates will be used for the automatic % Complete calculation.
  • If a task has both labor and non-labor resources assigned, only the labor assignment actuals and estimates will be used for the automatic % Complete calculation. Non-labor actuals and estimates will be ignored.