Project Plan - % complete and Planned % Complete Data Not Aligned

Hi Community

I would like some help please ! ...Our project templates are set up with 2 columns :

-% Complete (Input)

- % Planned Complete (Formula Driven)

In the example below, the % completion of the underlying tasks are the same value for both columns (aligned) ... yet the Parent task % complete is different, I am expecting the same value to be the same on the parent cell (highlighted in Orange)... any ideas why this could be ?

Formula for Planned % Complete :

"=ROUND(IF(TODAY() < [Start Date]@row, 0, IF(TODAY() >= [End Date]@row, 1, NETWORKDAYS([Start Date]@row, TODAY()) / NETWORKDAYS([Start Date]@row, [End Date]@row))), 2) "

Appreciate any insights !


Thanks,

Lee

Best Answer

  • Genevieve P.
    Genevieve P. Employee Admin
    Answer ✓

    Hi @leezee

    The reason you're seeing a difference is due to the Parent Rollup functionality within % Complete columns in Project Settings. The Parent % Complete looks at a weighted % based on the duration of the child tasks. (See: Parent Rollup Functionality)

    For example, say you have two tasks beneath your parent row.

    One task takes 1 day, one task takes 10 days. The overall parent row shows 11 days total.

    Now, if the task that takes 1 day is marked as 100% done, this does not mean that the Parent row is 50% done. Even though 1/2 tasks have been completed, there are still 10 days to go in the second task, so this second task "weighs" more in regards to the overall % complete of the Parent row:


    Your second column with the formula only looks at the dates of the overall Parent row to determine where "Today" is, and what % should be completed based on how many days are left to finish the task. Keep in mind that this formula doesn't take into account if there are multiple child tasks on the same date that need to be completed. The Parent Rollup functionality will take these tasks into account:

    Let me know if this makes sense or if you'd like any further clarification!

    Cheers,

    Genevieve

Answers

  • Genevieve P.
    Genevieve P. Employee Admin
    Answer ✓

    Hi @leezee

    The reason you're seeing a difference is due to the Parent Rollup functionality within % Complete columns in Project Settings. The Parent % Complete looks at a weighted % based on the duration of the child tasks. (See: Parent Rollup Functionality)

    For example, say you have two tasks beneath your parent row.

    One task takes 1 day, one task takes 10 days. The overall parent row shows 11 days total.

    Now, if the task that takes 1 day is marked as 100% done, this does not mean that the Parent row is 50% done. Even though 1/2 tasks have been completed, there are still 10 days to go in the second task, so this second task "weighs" more in regards to the overall % complete of the Parent row:


    Your second column with the formula only looks at the dates of the overall Parent row to determine where "Today" is, and what % should be completed based on how many days are left to finish the task. Keep in mind that this formula doesn't take into account if there are multiple child tasks on the same date that need to be completed. The Parent Rollup functionality will take these tasks into account:

    Let me know if this makes sense or if you'd like any further clarification!

    Cheers,

    Genevieve

  • Thank you Genevieve, appreciated!

  • Genevieve P.
    Genevieve P. Employee Admin

    No problem! 🙂

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