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Is Work field the same as Expected Progress?

I am trying to see what drives the Status field.  I received different responses where one response indicates the Status is derived from Work/Duration of Task.  I received another response that indicated Actual Effort/Work * 100.  Can you explain which is correct and if there are additional fields that feed the fields I need to reference for Status? 

Also,  I noticed that when I try to enter a value in Expected Work, that I see a lock icon and can't enter anything.  Is there a way to turn this off? 

Hope to hear from you soon.

 

Kirsten Van Hoy Answered

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Kristen, 

At risk: 

There's a 10% tolerance between Expected Progress (a linear calculation of work/duration of a task) and actual %complete. 

http://usermanual.clarizen.com/#scheduling-status

Off track: 

Passed Due date - calculated by a nightly job (midnight).

Actual Effort/Work * 100 gives you % Completed

 

As for your Expected Work comment, there is no such field, I believe you are referring to Work. Work typically is not Locked unless you are looking at the higher work item levels. Understand that any fields that are 'Roll Up' fields, meaning that the data gets rolled up from Sub-Items (i.e. Milestones, Tasks and Sub-Tasks), these will always be locked and can only be modified at the lowest level (i.e. Task or Sub-Task). Any changes will then roll up all the way to the Project level and cannot be changed there. That is why it is locked. You will see this in a number of fields.

 

Sincerely, 

Boris Krutiy

 

 

 

Boris Krutiy 0 votes
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