How to calculate Planned Percentage in MS Project

  Рет қаралды 30,346

SMJ-Tech

SMJ-Tech

Күн бұрын

microsoft project tutorial
This video introduces the use of formula in Microsoft Project. The formula is used to calculate Planned Percentage in a Microsoft project plan.
The below mentioned functions are used in the formula shown in the video
IIf - Returns one of two parts, depending on the evaluation of an expression.
Syntax - IIf( expr, truepart, falsepart )
------expr Required; Variant expression you want to evaluate.
------truepart Required; value or expression to be returned if the corresponding expression is True.
------falsepart Required; value or expression to be returned if the corresponding expression is False.
Now - Returns a Variant (Date) specifying the current date and time according your computer's system date and time.
Syntax - Now()
ProjDateDiff - Returns the duration between two dates in minutes.
Syntax - ProjDateDiff( date1, date2, calendar )
-----date1 Required; Variant. The date used as the beginning of the duration.
-----date2 Required; Variant. The date used as the end of the duration.
-----calendar Optional; String. The calendar to use when calculating the duration. If calendar is not specified, the default for the current resource is the resource calendar, or for the current task, the task calendar (or the standard calendar if there is no task calendar
Int - Returns the integer portion of a number. If the number is negative, returns the first negative integer less than or equal to number.
Syntax - Int( number )
-----number Required; Double or any valid numeric expression. If number contains Null, Null is returned.
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Пікірлер: 68
@allwinbangera211
@allwinbangera211 Ай бұрын
I need help please - I am new to Ms project latest version. Whenever i update actual start and actual end it automatically updates the start and end date column with similar dates. However i have set baseline start n baseline end. Which helps to track. Now i want to calculate the planned percentage based on baseline start and end date insetead of start and end date column . Can you help please to correct my plan?
@SMJTech2020
@SMJTech2020 Ай бұрын
Hi, Thanks for reaching out. Starting off with MS Project has its own learning curve. Updating Actual Start automatically updates the Start columns as internally they are the same for MS Project. The best way is to baseline the project and keep a track of project dates. For the planned percentage, do you have a formula defined? You can send it over to smj.tech2020@gmail.com and I will have it looked into
@allwinbangera211
@allwinbangera211 11 күн бұрын
@@SMJTech2020 Sorry for delay in response your formula really helped thank you
@MahmoudElBayoumi-v5o
@MahmoudElBayoumi-v5o 8 ай бұрын
IIf(Now()[Finish],"100",Int(ProjDateDiff([Start],[Current Date]+1,[Project Calendar])/[Duration]*100))) & "%"
@keanny9531
@keanny9531 Жыл бұрын
How can you make this reflect within the gannt chart? More like making this the %complete function
@mohamedbadie7535
@mohamedbadie7535 9 ай бұрын
It does not work ... Especially if you use multiple Summaries Tasks that contain multiple subtasks with FF or SS relationships.
@SMJTech2020
@SMJTech2020 7 ай бұрын
Hey thanks for your message. I haven't come across this specific criteria. Let me check it out.
@PkPhatsoane
@PkPhatsoane Жыл бұрын
Can you please use status date instead of now, as I want to see planned % of a certain day, eg last week Friday, otherwise your formula only shows you planned % as at the current date (computer date).
@SMJTech2020
@SMJTech2020 Жыл бұрын
Hi Peter, Your request is very interesting. I will cover this point in one of my upcoming videos. Thanks
@SMJTech2020
@SMJTech2020 Жыл бұрын
Hi Peter, you can check out this new video kzbin.info/www/bejne/j6bbmqCsptdqoqM Don't forget to like :)
@MrAlinz007
@MrAlinz007 Жыл бұрын
Thanks for the short formula, it works fine with me. But it shows more than 💯 % when the activity start earlier than the planned date. How to fix it?
@SMJTech2020
@SMJTech2020 Жыл бұрын
You are welcome . The formula shown in the video is applied as per the current date however you can choose the appropriate Field value while creating the formula and apply an IF condition to check if the value is exceeding 100, then you can still show it as 100. I hope this will help you out. You can send me the formula on smj.tech2020@gmail.com with the dates that you are targeting and I can try to help out as well :)
@bluefishaddicted
@bluefishaddicted 7 ай бұрын
Can you write this formula here in the description as you promissed, please?
@SMJTech2020
@SMJTech2020 7 ай бұрын
Here you go IIf(Now()[Finish],"100",Int(ProjDateDiff([Start],[Current Date]+1,[Project Calendar])/[Duration]*100))) & "%"
@moizsalah4963
@moizsalah4963 Жыл бұрын
It's only showing % planned of each activity but what about % planned of overall project.. It should be Project %Planned vs % Complete.( Ex:- Till status date project was planned 60% and actual complete is 25%).
@SMJTech2020
@SMJTech2020 Жыл бұрын
Hi Moiz, If you select roll up in the custom formula dialog box, you will start getting planned percentage on summary tasks as well which includes the overall project summary task. Try it out and feel free to comment in case you need more help. I'll try to cover this in one of the upcoming videos
@moizsalah4963
@moizsalah4963 Жыл бұрын
@@SMJTech2020 Thank You for coming up with the solution..I really appreciate it!👏 It might be working completely but for me I can't able to select roll up in the custom field. I can select only none or use formula. It's my humble request if you get some time make a short video on this.. 🙏 I would be very Grateful to you.!
@SMJTech2020
@SMJTech2020 Жыл бұрын
Hi Moiz, I will try to make a video on this as soon as I can
@SMJTech2020
@SMJTech2020 Жыл бұрын
Hi Moiz, You can check out this video, I have briefly shown the selection for summary task calculation as well
@SMJTech2020
@SMJTech2020 Жыл бұрын
kzbin.info/www/bejne/j6bbmqCsptdqoqM
@johnsonchelladurai6829
@johnsonchelladurai6829 2 жыл бұрын
Why the wbs summary tabs is not showing the planned percentage? FYI, Please click to use the formula in the summary tab also. Then it will appear that location
@SMJTech2020
@SMJTech2020 Жыл бұрын
Thanks for sharing
@mzorkea
@mzorkea Жыл бұрын
thanks for this!
@mzorkea
@mzorkea Жыл бұрын
Can someone please explain how the "total" planned percentage is calculated out to be (like the backend formula of it)? is it the average of planned % of individual activities? Please help!
@SMJTech2020
@SMJTech2020 Жыл бұрын
You can select Roll up which will start displaying the planed percentage on the summary tasks as well and also on the complete project
@MohammadAhmad-eg5vl
@MohammadAhmad-eg5vl 3 ай бұрын
hi iam facing a issue, hope you can help me on that. I have uploaded cost for each of the program line item and also aligned the planned %age. Now i want to multiply the allocated cost to the planned%age to get the planned cost upto the status date.....however, when iam multiplying the "cost column" & "Planned %age" it is showing ERROR (maybe because, cost i sin number format & planned %age is in "text".... can you help me on this.... how can i format my planned %age column into number so that same can be multiplied by allocated cost....!!! any help is highly appreciated. Thanks.
@sakthikumaran3319
@sakthikumaran3319 8 ай бұрын
how to compare planned percent complete and % of complete-- Means 50% is the planned percent and 40% is the actual % complete-- Then 40/50 % = 80% is the Adherence... How to calculate this
@SMJTech2020
@SMJTech2020 6 ай бұрын
This is a very interesting question and you can add one more custom column to apply this formula and show the adherence.
@ahteshamulhaq3381
@ahteshamulhaq3381 2 жыл бұрын
I have a doubt there is resources allocation symbol in right side of activity name .in my pc What is resource over location.can you tell me brief in hindi.as I m not perfect in English language
@SMJTech2020
@SMJTech2020 2 жыл бұрын
Resource overallocation ka matlab hai keh aik resource same time duration mein aik se ziyada task perform ker raha hai. Aik wajha aur ho sakti hai keh resource ka overall work 8 hours se ziyada barh raha hai.
@LA-wq4ul
@LA-wq4ul Жыл бұрын
I am using the formula it is working, but sometime the % Complete is not calculated right if I use the formula for Planed Competition.
@SMJTech2020
@SMJTech2020 6 ай бұрын
Oh ok. Can you share some details on the cases where it is not calculating. May be there're some parameters which it is not able to get information on
@diegocabrera1666
@diegocabrera1666 Жыл бұрын
Man, you just saved me 🎉
@SMJTech2020
@SMJTech2020 Жыл бұрын
I'm glad that the video was helpful for you.
@jonaswinley1468
@jonaswinley1468 2 жыл бұрын
Syntax error in "%"
@SMJTech2020
@SMJTech2020 Жыл бұрын
Can you share the formula you are using? (you can send it on smj.tech2020@gmail.com) Do remember we need to put & before "%" in the formula as it concatenates the % sign
@francamcewan9736
@francamcewan9736 2 жыл бұрын
Hi, why would I get a syntax error?
@SMJTech2020
@SMJTech2020 Жыл бұрын
Hi there. Usually Syntax error comes up in case a bracket is missing. Can you also share which version of MS Project you are using?
@KK-dl1ev
@KK-dl1ev Жыл бұрын
So after this part I'm getting stuck. If a task Planned % is 100% and that tasks Actual % is 50% as of today and if that task is going to be further delayed by 5 days and we change the Actual start date the Planned % completion is also getting re-adjusted which should not be the case when you Baseline the project and the Planned % completion column is in sync with Baseline Start and End dates. Pls help
@SMJTech2020
@SMJTech2020 Жыл бұрын
Hi there, this is a very interesting scenario. However, if you use the Baseline Start date in percentage calculation in formula, it should provide the desired results. I will show this in one of my upcoming videos
@KK-dl1ev
@KK-dl1ev Жыл бұрын
@@SMJTech2020 when do u plan to show. This dosent work for me. Why is my Planned % changing when my baseline dates are already set but when i change the Start and Finish dates, the Pl% is also changing per those dates.
@SMJTech2020
@SMJTech2020 Жыл бұрын
Hi, I will be uploading a video related to Baseline Adherence percentage calculation in the coming week. Do stay tuned.
@SMJTech2020
@SMJTech2020 Жыл бұрын
kzbin.info/www/bejne/p53LcpimmrGtbK8
@ahteshamulhaq3381
@ahteshamulhaq3381 2 жыл бұрын
Hi, is planned means 💯% ? Actual means daily that had been done
@SMJTech2020
@SMJTech2020 2 жыл бұрын
Planned means how much should have completed as per the defined start and finish dates. Actual means the actual percentage done
@chanchair.1452
@chanchair.1452 Жыл бұрын
Thank you.
@SMJTech2020
@SMJTech2020 Жыл бұрын
You're welcome!
@goncaloviegas3644
@goncaloviegas3644 Жыл бұрын
Awesome, thank you.
@SMJTech2020
@SMJTech2020 11 ай бұрын
You're welcome!
@MukunthanIyer
@MukunthanIyer 10 ай бұрын
Can you please share the formula you've used in the comments please?
@SMJTech2020
@SMJTech2020 6 ай бұрын
Hi, just in case you missed the formula, here it is IIf([Status Date][Finish],"100",Int(ProjDateDiff([Start],[Status Date]+1,[Project Calendar])/[Duration]*100))) & "%"
@matildakholofelochoeu6810
@matildakholofelochoeu6810 Жыл бұрын
Hi, I am getting a syntax error. Can you send me the formular?
@SMJTech2020
@SMJTech2020 Жыл бұрын
Hi Matilda, Thanks for sending an email as well. I have shared the corrected formula to you on email.
@SMJTech2020
@SMJTech2020 Жыл бұрын
IIf(Now() [Finish],"100", Int(ProjDatDiff([Start],[Current Date]+1)/[Duration]*100))) & "%"
@SMJTech2020
@SMJTech2020 Жыл бұрын
Here's the formula for convenience as well
@matildakholofelochoeu6810
@matildakholofelochoeu6810 Жыл бұрын
Why does it also not indicate percentages on some activities?
@SMJTech2020
@SMJTech2020 Жыл бұрын
Usually it will not show percentage on Summary Tasks.
@akinawayele6739
@akinawayele6739 Жыл бұрын
Thanks
@SMJTech2020
@SMJTech2020 Жыл бұрын
Welcome
@ahmedhussien6170
@ahmedhussien6170 Жыл бұрын
thanks
@SMJTech2020
@SMJTech2020 Жыл бұрын
Welcome
@sumera3647
@sumera3647 2 жыл бұрын
Could you please send this formula via sample sheet ?? 😢
@SMJTech2020
@SMJTech2020 2 жыл бұрын
Please email your query at smj.tech2020@gmail.com
@ShahinNaseri-so3ux
@ShahinNaseri-so3ux 3 ай бұрын
I have more better formula Number1: ProjDateDiff([Baseline Start],[Status Date])/480 Number2: [Baseline Duration]/480 Number3: IIf([Number1]=[Number2],100,IIf(([Number1]0),[Number1]/[Number2]*100,0)))
@SMJTech2020
@SMJTech2020 Ай бұрын
Thanks for suggesting.
@mohammedhamza259
@mohammedhamza259 Жыл бұрын
I have problem , could you help me , it was appear to me syntax error in "0" , I sent formula to your email please check , necessary
@SMJTech2020
@SMJTech2020 Жыл бұрын
Thanks. Let me check it out
@SMJTech2020
@SMJTech2020 Жыл бұрын
You were getting a syntax error on zero as it was included as ''0'' (zero with two single quotes before and after it) instead of "0" (Zero with double quotes before and after it) . It can be tricky to catch as they both look the same however , if you paste this in the notepad, single quotes are shown with a slight distance. The same issue was with "%" .
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