{"id":20,"date":"2016-07-16T03:20:09","date_gmt":"2016-07-16T03:20:09","guid":{"rendered":"http:\/\/en.proyecteus.com\/wordpress\/?p=20"},"modified":"2016-07-28T01:52:06","modified_gmt":"2016-07-28T01:52:06","slug":"percent-plan-in-microsoft-project-part-1","status":"publish","type":"post","link":"https:\/\/en.proyecteus.com\/wordpress\/percent-plan-in-microsoft-project-part-1\/","title":{"rendered":"Percent plan in Microsoft Project – Part 1"},"content":{"rendered":"

Recurrently in my consulting and training work on\u00a0Microsoft Project, emerges the question of how to calculate the percentage planned progress\u00a0of tasks.<\/p>\n

In this article, I will start providing an answer.<\/p>\n

Note: The concepts and formulas in\u00a0this article work well for the 2010, 2013, 2016 versions of Microsoft Project.<\/em><\/p>\n

The formula for planned advance<\/h3>\n

The question has its origin in the Microsoft Project includes a field called % Complete<\/strong>\u00a0which represents the actual progress of a task up to the status date, however, there is no a field that represents the planned progress.<\/p>\n

In fact, you can get the earned value and the planned value of the project tasks if you use the Earned Value Method. The problems is that, even when the EVM is great and deserves our attention \u2013we will blog about it for sure \u2013, it is not easy enough for everyone and for every project. That is why we need to talk about an easier alternative.<\/p>\n

The customized field % Plan<\/strong>\u00a0will permit us to compare the actual progress, % Complete<\/strong>, with the planned progress and thus obtain performance indicators for tasks, deliverables, phases and projects.<\/p>\n

So, we would like to have the following fields for the tasks:<\/p>\n\n\n\n\n\n
Task Name<\/strong><\/td>\n% Plan<\/strong><\/td>\n% Complete<\/strong><\/td>\n%\u00a0Progress variation<\/strong><\/td>\n<\/tr>\n
Task 1<\/td>\n45 %<\/td>\n40 %<\/td>\n-5 %<\/td>\n<\/tr>\n
Task 2<\/td>\n20 %<\/td>\n25 %<\/td>\n5 %<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Therefore, we will define a custom field to set the % Plan<\/strong>.<\/p>\n

Let us use the customizable field Number 1<\/strong> and call it % Plan num<\/strong>.<\/p>\n

We define custom field formula:<\/p>\n

IIf([Baseline Start]<91313,IIf(datediff(“d”,[Status Date],[Baseline Start])<=0,IIf(datediff(“d”,[Status Date],[Baseline Finish])>0,((Projdatediff([Baseline Start],[Status Date])\/([Baseline Duration]))*100),100),0),0)<\/strong><\/p>\n

 <\/p>\n

Explanation of the formula<\/h3>\n

In the following examples:<\/p>\n