Track Percent Complete

Percent Complete
With Milestones Professional, it's easy to show Percent Complete and updated status for your project.  Use a Percent Complete SmartColumn and Milestones will track and display status automatically.  Browse the article below, or use the links to the right to learn more about Percent Complete and Milestones.
 
Create a Percent Complete SmartColumn
 
Choose Insert tab.
 
In the Rows, Column section choose New Column.
 
Select Percent Complete from the drop down menu.
 
Then, the Percent Complete Settings dialog appears
 
 
Include Percent Complete Symbol in column. (optional)
 
For  Percent Symbol, you may choose any symbol from the Toolbox that is not being used, and that symbol will be converted to symbol type #97.  If a symbol of type #97 already exists in the Toolbox, it will be used by default.
 
Choose a Symbol Size
 
Choose left, right or center alignment for the symbol.
 
Once you have completed the setup, you should see a column similar to the Percent Complete column shown to the right, and in the example below. The example column uses the optional percent complete symbol.  Other options include showing a decimal point on the value, showing the symbol only, or not showing the percent complete symbol.
 
     
Percent Complete and Summary Bars
 
If your schedule is outlined, summary bars can be used to display the overall percent complete.  The Percent complete value is the result of the total number of completed days divided by the total number of work days scheduled.
 
 
Turn on Summary Bars
 
Choose Layout tab.
In the Other section choose Summary Bar Settings the summary Bar Settings dialog box appears.
Under When to Draw choose either Always or Only When Rolled Up.
Now that summary bars are active, tasks can be collapsed or expanded by right-clicking any task line and choosing either Collapse Selected Task Line or Expand Selected Task Line.
 
Turn On/Off the Fill -To-Status for Summary Bars
 
When fill-to-status options are turned on, summary bars will show a progress fill.  However, the fill amount is based on the percent complete of the total time span for the project.  This means that even if all project steps are shown to be "on schedule," the summary bar status may be behind the current date.
 
Though it is technically accurate, you may not want your summary bars to display percent complete.  To turn this setting off for summary bars so that they are filled completely:
 
Choose Layout tab.
In the Other section choose Summary Bar Settings the summary Bar Settings dialog box appears.
Check Summary Bars Ignore Fill to Status Setting.
 
 
     
Percent Complete and Status symbols
A special "status" symbol can be used to easily and accurately adjust your project's progress.
Create a status symbol:
In your toolbox, double-click any symbol you are not using.
Under the Symbol Shape tab, choose Status Symbol (used for Percent Complete).
Choose a Standard Shape to your liking.
 
Add a status symbol to a task line:
In the toolbox, click once on the Plus tool.
In the toolbox, click once on the Status symbol that you just created.
On the schedule, drag-and-drop the Status symbol.
 
To adjust the status symbol, use the Arrow tool and drag the status symbol to a new date. As you move the Status symbol, the percent complete value in the SmartColumn will update automatically. Alternately, you can use the Text tool to change the percent value in the SmartColumn, and the status symbol will move accordingly.
     
To have symbols/bars fill to status date
The Symbols - Fill to Status Date and Bars - Fill to Status Date feature causes symbols and bars to be filled up to the status date. This is an easy way to show your project's progress.
Turn the Fill Symbols and Bars to Status Date Features on/off
Choose Dates | Date Related Settings | Symbols: Fill to Status Date | Bars: Fill to Status Date.
A checkmark indicates that the feature is on.
      
Accuracy and Percent Complete
 
On some shorter schedules, you may experience difficulty with percent complete accuracy.  For example, if your schedule is only 10 days, you may find that when you enter a percent complete, the percent complete is adjusted to reflect a whole percentage point based on the nearest day.

This is easily remedied by turning on hourly/minute detail.  Turning on this extra level of detail enables Milestones Professional to base its percent complete calculations on minutes rather than days and is especially useful for schedules which are shorter than 1 year.

 
To turn on hourly/minute detail, choose Dates tab. In the Start and End Dates section click on Full Dialog, then click the Hourly/Minute tab and check Allow Hourly Detail and Allow Minute Detail.
 
Percent Complete and the Single Milestone
 
Duration for tasks with single milestones is computed differently when hourly/minute detail is turned on than when hourly/minute detail is turned off.  When hourly/minute detail is turned on, a single milestone will have a duration of 0.  When hourly/minute detail is turned off, a single milestone will have a duration of 1 day.

This has an impact on percent complete.  A duration of 0 will result in a percent complete of 0 no matter if the symbol is before or after the current date (or status date). If you have this situation and need the milestone to represent one day, or some number of hours, just add a second symbol to the task line that is one day after the milestone. 

 
Add percent complete to a symbol’s text
 
Use the following string to display percent complete along with any symbol on a task: &percentcomplete  

For example, if you enter My Symbol Text is @percentcomplete, the text displayed along with the symbol on a task which is 30% complete will be My Symbol Text is 30%.

 
 
Send questions or comments to support@kidasa.com.