Project % complete reports

Jeffrey Domanski

Is there a way to do this? I have several projects with Gantt charts, each of which are a different percentage complete (based on rows checked as DONE). Is there a way to aggregate those projects into a report or widget and then show the overall % complete?

Is this something where I need to start using Baselines?

Genevieve P.

Hi @Jeffrey Domanski

The way to do this will depend on how your projects are set up.

It sounds like you are already storing the % Complete data somewhere in each sheet, is that correct? If so, yes! You can create a Report which pulls one row from each of your Projects, the row that identifies what the current overall % Complete is for that specific sheet. (Here's a webinar on creating Reports: SmartStart: Reporting).

Then you can use the Summarize feature in Reports to show an Average % Complete based on the projects in the Report (see: Redesigned Reports with Grouping and Summary Functions & Summarize Content to Extract Key Information with Report Builder).

If I've misunderstood what you're looking to do, it would be helpful to see a screen capture of one of your project sheets, identifying what data it is that you're looking to roll up (but please block out any sensitive data).

Cheers,

Genevieve

Genevieve P.

Hi @Jeffrey Domanski

Do you have Dependencies enabled in your sheet?

If so, you can indent everything below one overall Parent row up at the top and leverage the Parent Rollup Functionality! This will calculate the % Complete based on a weighted percentage of the Child Rows below. You won't need a formula.

See: Parent Rollup Functionality

Let me know if this will work for you.

Cheers,

Genevieve

Genevieve P.

Hi @Jeffrey Domanski

The way to do this will depend on how your projects are set up.

It sounds like you are already storing the % Complete data somewhere in each sheet, is that correct? If so, yes! You can create a Report which pulls one row from each of your Projects, the row that identifies what the current overall % Complete is for that specific sheet. (Here's a webinar on creating Reports: SmartStart: Reporting).

Then you can use the Summarize feature in Reports to show an Average % Complete based on the projects in the Report (see: Redesigned Reports with Grouping and Summary Functions & Summarize Content to Extract Key Information with Report Builder).

If I've misunderstood what you're looking to do, it would be helpful to see a screen capture of one of your project sheets, identifying what data it is that you're looking to roll up (but please block out any sensitive data).

Cheers,

Genevieve

Jeffrey Domanski

Thank you - I think this helps. So in my projects, do I need to indent everything beneath an overarching parent row and then use an AVG formula to get the overall project complete percentage into that row based on all of the % complete for the child tasks? (Or is there an easier way that I missed?)

Genevieve P.

Hi @Jeffrey Domanski

Do you have Dependencies enabled in your sheet?

If so, you can indent everything below one overall Parent row up at the top and leverage the Parent Rollup Functionality! This will calculate the % Complete based on a weighted percentage of the Child Rows below. You won't need a formula.

See: Parent Rollup Functionality

Let me know if this will work for you.

Cheers,

Genevieve

Jeffrey Domanski

Yes I must have deselected "% Complete" in the Project Settings --> Options at some point and then added it back in manually. I see it now. Thank you!