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      Percent (%) Complete Logic and Calculation

      Explantions and examples of the logic and calculation of % Complete.

      Percent(%) Complete Logic and Calculation

      The Percent(%) Complete is a feature for Integrations only and is displayed on the Activity Map in the % Complete column and within the Detail window of an Activity, e.g. Project, Workstream, SubWorkstream, Task or SubTask.  The percentage is entered manually at the child level and is read only at the parent level.  

      Note:  If an Actual End Date is present, then % Complete will be 100% and the field would be non-editable.


      The below scenarios describe if/when the % Complete field is editable:

      • If any Deal has only a Project and no Workstream, SubWorkstream, Milestone, Tasks or SubTasks, then the Project’s % Complete field is editable.
      • If any Deal has Project and Workstream, but no SubWorkstream, Milestone, Tasks and SubTasks, then the Workstream’s % Complete is editable and Project is read only.
      • If any Deal has Project, Workstream, SubWorkstream and no Milestone, Tasks and Sub Tasks, then the SubWorkstream's % Complete is editable and Projects and Workstreams are read only.
      • If any Deal has Project, Workstream, SubWorkstream, Milestone and no Tasks and SubTasks, then only the Milestone's % Complete is editable.  The other parent items are read only.
      • If any Deal has Project, Workstream, SubWorkstream Milestone, Tasks and no SubTasks, then only Tasks % Complete is editable.  The other parent items are read only.
      • If any Deal has Project, Workstream, SubWorkstream Milestone, Tasks and SubTasks, then only the SubTasks % Complete is editable.  The other parent items are read only.

      The % Complete Calculation is derived from the below criteria:

      • Forecast Start Date and End Date fields are mandatory for this calculation.
      • If Forecast Start Date or End Date is blank, then that entity is not contributing to the % Complete calculation of the parent level.
      • % Complete of the parent is calculated on the bases of Forecast Dates and % Complete of the child level.
      • If Forecast Start Date and End Date of any entity are the same, then that entity won’t contribute in the % Complete calculation.

      For examples of the calculation, please reference the attached file.

      Percent Complete Guide with Examples