{"id":35,"date":"2016-07-18T17:59:54","date_gmt":"2016-07-18T17:59:54","guid":{"rendered":"http:\/\/en.proyecteus.com\/wordpress\/?p=35"},"modified":"2016-07-28T01:45:13","modified_gmt":"2016-07-28T01:45:13","slug":"percent-plan-in-microsoft-project-part-2","status":"publish","type":"post","link":"https:\/\/en.proyecteus.com\/wordpress\/percent-plan-in-microsoft-project-part-2\/","title":{"rendered":"Percent Plan in Microsoft Project – Part 2"},"content":{"rendered":"

This article continues the definition of the tracking model based on the % Plan<\/strong> custom field.
\nNow, we will change\u00a0the % Plan<\/strong>\u00a0to a percentage format and we will also calculate a variance indicator between the % Plan<\/strong> and the % Complete<\/strong>.<\/p>\n

The initial definition of the percent plan model is in the previous article of this blog:
\nPercent plan in Microsoft Project<\/a>.
\n<\/strong><\/p>\n

You may want to check out that article before read this one in order for you to have the whole picture of the model.<\/p>\n

Let us see how to show the % Plan<\/strong> with a percentage format in the Project views.<\/p>\n

To format the % Plan num<\/strong> field, which is a number custom field, we need to use another custom field, this one of type text that will have the same value of the % Plan num<\/strong> but with a percentage format. We can use the field Text1<\/strong>.<\/p>\n

Fields and Formulas:<\/strong><\/p>\n\n\n\n\n\n
Custom field<\/strong><\/td>\nName<\/strong><\/td>\nFormula<\/strong><\/td>\n<\/tr>\n
Number1<\/td>\n% Plan num<\/td>\nIIf([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)<\/td>\n<\/tr>\n
Text1<\/td>\n% Plan<\/td>\nFormat([Number1]\/100,”#0%”)<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

 <\/p>\n

Developing this fields over the examples we used in the previous article, we get the following columns:<\/p>\n

\"PctPlan_p2_img01\"<\/a>

% Plan num and % Plan columns in MS Project<\/p><\/div>\n

We can hide\u00a0the % Plan num<\/strong>, which is redundant and get a cleaner view:<\/p>\n

\"%<\/a>

% Plan column in MS Project<\/p><\/div>\n

In the example, the status date is Jun 17, 2016<\/strong> and it is represented by the red vertical line. I have set the % Complete<\/strong> with the Mark on Track<\/em><\/strong> button for all the tasks.
\nNow we have the % Plan<\/strong> in our view, along with the % Complete<\/strong>.<\/p>\n

 <\/p>\n

In the next step, we will compare the % Complete<\/strong> (actual) versus the % Plan <\/strong>(forecast). To do that, we use another two custom fields:<\/p>\n

Fields and formulas:<\/strong><\/p>\n\n\n\n\n\n
Custom field<\/strong><\/td>\nName<\/strong><\/td>\nFormula<\/strong><\/td>\n<\/tr>\n
Number2<\/td>\nProgress Var num<\/td>\nInt([% Complete] + 0.5) \u2013Int([Number1]+0.5)<\/td>\n<\/tr>\n
Text2<\/td>\nProgress Var<\/td>\nFormat([Number2]\/100,”#0%”)<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

What we get now is:<\/p>\n

\"%<\/a>

% Complete vs % Plan variation in MS Project<\/p><\/div>\n

Once we have the variation between the actual and the planned advance, we could generate a graphical indicator to have an easy insight on task that are late, ahead or on plan. This will be described in the next article.<\/p>\n

Until now, all the talk, the fields and formulas have been about detail tasks but surely, you are asking: what happen with the summary tasks?<\/p>\n

In all the custom fields\u2019 definitions, ensure that the Use formula<\/em><\/strong> option for the summary rows is selected, so the fields in the summary tasks are calculated using the same formula than the detail tasks.<\/p>\n

\"Use<\/a>

Use formula in the %Plan custom field on MS Project<\/p><\/div>\n

Example with summary task:<\/p>\n

\"%<\/a>

% Complete vs % Plan variance in MS Project<\/p><\/div>\n

Please note that:<\/p>\n