Schedule tracking - SPI vs user perspective
Hi,
The scheduling tracking feature in Smartsheet shows that Parent Task is ahead of schedule for below, with Today = 10-Sep-2018
Task From To Completion
Parent 06-Aug-2018 21-Sep-2018 83%
Task A 06-Aug-2018 10-Aug-2018 100%
Task B 13-Aug-2018 17-Aug-2018 100%
Task C 20-Aug-2018 24-Aug-2018 100%
Task D 27-Aug-2018 31-Aug-2018 100%
Task E 03-Sep-2018 07-Sep-2018 100%
Task F 17-Sep-2018 21-Sep-2018 0%
Completion percentage from Task A to Task F are input by user while Completion percentage of Parent is auto-calculated. And, Task F is scheduled in next week.
From my user's perspective, the project is ON SCHEDULE while the tracking of bar chart in gantt is AHEAD SCHEDULE. See attached screen shot.
I think this is because the definition is different from each other.
In order to track the schedule from user's perspective, I have created the following two fields:
- Expected completed percentage; and
- SPI
with calculations below:
Expected completion Percentage
=IF([Planned Start]> TODAY(), 0, IF([Planned End] < TODAY(), 1, NETWORKDAYS([Planned Start], TODAY()) / NETWORKDAYS([Planned Start], [Planned End])))
SPI
=IF([Expected Completion (%)] <> 0, [Actual Completion (%)] / [Expected Completion (%)])
Eventually, the SPI calculated is exactly the same as what Smartsheet shows on gantt.
Question:
How to set the calculation if I want the result same as my user's expectation?
Thanks and regards
Frank
Comments
-
The completion bar in the Gantt chart is not based on either SPI. It is sort of showing EV, but not quite.
In your example, all six tasks are 5d long (Based on the calcs show, I am assuming the Allocation % = 100%). That's 30d.
25d are completed. So EV = 25/30 = 83%
If you finished those on day 1, day 25, or day 30, the EV will still be 83%
Your [Expected Completed Percentage] is incorrect because your formula does not account for the fact that the 30d are completed in a 40d time frame.
The customer is correct, the project is on schedule. SPI should be 1.0
Also, the calc used for the [% Complete] seen in the Gantt chart is not configurable.
Craig
-
Hello Craig,
Thank you for your advice.
Indeed, my original calculation was incorrect.
Regards
Frank
-
You are welcome.
Craig
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