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Expected % complete off the Baseline

Hi,

 

I need to calculate expected percentage complete using the baseline as opposed to the current expected progress which uses the plan dates.

 

I created a custom field to calculate the expected work from the baseline using the following formula;

(If((DateSubtract((DateAddCalendarFixedPeriod($C_DataDate,"d",1)),$BaselineStartDate,TRUE)/$BaselineDuration)>1,1,If(($C_DurationBaselineVsDataDate/$BaselineDuration)<0,0,(DateSubtract((DateAddCalendarFixedPeriod($C_DataDate,"d",1)),$BaselineStartDate,TRUE)/$BaselineDuration))))*$BaselineWork

 

And then created a field to read the expected % complete from the baseline as follows;

($C_ExpectedWork/$BaselineWork)*100

These are working perfectly for my purpose except for the fact that they do not take in to account changes to the project/resource calendar and are instead running off the Global Calendar. Is there a simple work around for this issue?

 

Regards,

 

Deirdre

 

Dee Answered

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Wow, not sure you'll find a simple solution.

I totally understand why you would want to be able to understand the expected progress based on the baseline.  Running off the Global calendar would not cause a problem for me as all our projects/resources run the global calendar anyway, but if you have differences then I agree you would need to run against the project calendar.

I'd suggest trying to speak to your account manager to see about getting some help, though if they suggest PS you'd probably have to pay.  Have you tried attending one of the Q&A webinars? That way you'd be able to ask the question to CSM and find out if there is an easy resolution.

Phil Smith 0 votes
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Thanks for your advice. Just to let you know (in case you were curious!), I've created a work around for the problem using the following formula;

 

If((GetWorkingTimeForGivenPeriod($C_UserCalendar,$BaselineStartDate,DateAddCalendarFixedPeriod($C_DataDate,"d",1))/$BaselineDuration)>1,1,If((GetWorkingTimeForGivenPeriod($C_UserCalendar,$BaselineStartDate,DateAddCalendarFixedPeriod($C_DataDate,"d",1))/$BaselineDuration)<0,0,(GetWorkingTimeForGivenPeriod($C_UserCalendar,$BaselineStartDate,DateAddCalendarFixedPeriod($C_DataDate,"d",1))/$BaselineDuration)))*$BaselineWork

 

Obviously this means ensuring the User Calendar resource calendar matches the projects at all times, which is a problem I'm working on now!

 

 

 

 

Dee 0 votes
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This would be a great feature: calculating percentage complete off the baseline rather than the most recent project schedule

Most sponsors don't want to know how well a project's schedule is based on the latest PM-edited version of the schedule.  They want to know how well it's doing against the latest agreed-upon baseline.

Jonathan Lang 0 votes
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We would like to try out this field too :-). Copied your formula, but $C_DataDate does not exist in our environment. Can you clarify which field this refers to please.

Clarizensupport 0 votes
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