We have introduced the concept of rolling task progress up through the task hierarchy allowing you to plan at parent task or project level but record actuals such as time at sub-task. The way this works depends on how you structure your projects:

  • If you wish to plan at parent task or project level then maintain planned hours on the parent or project level task only, and do not allow employees to record time to these tasks. There is a task type setting to disable time recording by task type. Actuals will then get recorded at sub-task and progress on the parent task and ultimately on the project as a whole will be calculated based the sum of actual hours for all sub-tasks divided by the planned hours on the parent task. If actuals are missing on all sub-tasks then progress will be calculated based on the number or portion of complete sub-tasks
  • If you wish to plan and record time at the same level, either at parent or sub-task level then progress is calculated as it was before, based on the weighted sum of actual hours divided by forecast at complete hours for each task. So a task with a greater planned effort will have a correspondingly larger influence on the overall project percent complete
  • If you do not wish to plan at all – and you can turn off the automatic calculation of planned effort by unchecking “resource planning and utilization on your project type” – then progress is calculated based on the number of complete sub-tasks or complete vs. open project tasks
  • In addition, based on client request(s) we now show 100% complete tasks in my task report with a strike-through or crossed-out font and we have added tooltips to the colored progress circles to explain what they mean. We will be further enhancing the calculation of task progress traffic lights in the coming months