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JC le Roux
South Africa
เข้าร่วมเมื่อ 3 ก.ค. 2007
Learn the art and science of construction scheduling with Le Roux Consulting, the company behind some of the most impactful project schedules and the professional schedulers of choice for successful construction professionals
Tutorial - How to create a planned percentage (% Planned) field in Microsoft Projects.
In this video, we're going to show you how to calculate the planned percentage in Microsoft Projects. If you're a project manager or just someone who uses Microsoft Projects for tracking and planning your projects, this tutorial is for you. We'll take you through a step-by-step process on how to set up and calculate the planned percentage of your project, which is a key metric for measuring project progress. Whether you're a beginner or an experienced user, this video is sure to enhance your understanding of Microsoft Projects and help you track your projects with ease. So, grab a pen and paper and let's get started!"
I've posted the details of the formulas on our website here - lerouxconsulting.co.za/informative-video-series
For more information on our MS Project course for Engineering and Construction Professionals - www.lerouxconsulting.com/ms-project-construction/
I've posted the details of the formulas on our website here - lerouxconsulting.co.za/informative-video-series
For more information on our MS Project course for Engineering and Construction Professionals - www.lerouxconsulting.com/ms-project-construction/
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can we also use it to create a planned percentage based on late dates?
Thanks JC. for clarity, I saw you sped through the part where you'd have to baseline the newly added tasks. would that baseline activity have to be done every single time a new task is added?
Please upload more videos
Your starting assumption is wrong. % complete in msp means ( % planned complete) and we have to customise formula for % actual complete
Not sure what you base this on. % complete is only populated once you start adding actual values to the schedule.
@@JCleRouxx correct, my mistake
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Export the Azure, Chat GPT, Revit, Plant 3D, Civil 3D, Inventor, ENGI file of the Building or Refinery to Excel, prepare Budget 1 and export it to COBRA. Prepare Budget 2 and export it to Microsoft Project. Solve the problems of Overallocated Resources, Planning Problems, prepare the Budget 3 with which the construction of the Building or the Refinery is going to be quoted.
Faaaaaanks !!
You're weeeeelcome! 😊😊
but isnt cost same? , in real world cost per litre of fuel keeps changing right?
Thank you so much you saved my life !!!! I subscribed to your channel . For those who found the problem of the appearance of zero (0) for all values, you must check that you saved baseline of your project.
That's great news! Thanks for the additional tip.
That activity will be critical than, how to avoid that activity in the critical activity chart?
Hello, thanks for the video. I have one issue that I cannot fix. For example, I have a project manager who is involved in the whole project from start to finish, but it is very difficult to assign to him all the tasks that I have in the project because they overlap, and it is too hard to control from an overallocations point of view. Is there any trick to assign the project manager (PM) to the entire project without causing overallocations?
PM can be allocated to the activities explained. The common resources can be used there. This shall not hamper
This is awesome. May I ask how can I contact you? I would like to volunteer in one of your projects!
Hi, can i get some help. Actually i just need to show my target % vs actual % I've been searching 100 videos, and none have done so. is microsoft project unable to do such simple task? im abit frustrated
Thanks so much for sharing. a question for you: is there a way to show this as either an "S-curve" within the report tab, or within task usage?
Hi JC, still interested in this topic. is it possible to see within task usage? because while it is possible to see at at a status data, what was planned, key stakeholders would want to know what that curve would look like. any help would be appreciated
Great! it solved my problem in a big project!
Awesome!
Very interested.. Can we get the formula that you used
You can find the formula here - bit.ly/3KxKyI2
Thank you Kobus! Almost all of my headings and tasks calculates the % planned perfectly except a few Headings that shows ERRORS. Any advice?
Did you set the baseline?
@@user-em5kq8rm6w That helped! Thank you!
I faced the same issue and after few hours noted that those Task lines added to schedule after setting the Baseline. maybe this is your issue as well?
Thanks !!!
Hi JC, Thank you for this video. I am facing a challenge here. I followed all the steps but I am getting 100% for all activities including the ones yet to start. What could be the problem?
I think I've found what the problem is. I hadn't set my status date. Thank you
Kobus... How do I get hold of you to make use of your services?
Please how can have access to the software I'm interested
Hi, thank you for this tutorial. I tried following the steps, but some of the tasks are #ERROR. Is this caused by the duration, as some of my tasks are in weeks and months. Can you help? Thank you.
I faced the same issue and after few hours noted that those Task lines added to schedule after setting the Baseline. maybe this is your issue as well?
Thanks JC for sharing this. Am I correct if I say every time you insert delays, you set a new base line? If yes, how we can record lets say 20 different delays on a project? I am asking this because we can set up to 11 baselines on microsoft project.
Awesome vid ! Only problem is that I keep getting a syntax error when using your formula .. I even tried to "retype" the highlighted error but to no avail :( Any advice ?
Hi Eugene, difficult to tell without looking at the input. It may just be a misplaced space or bracket causing the issue?
@@JCleRouxx I was very careful to follow the exact sintex and spacing but still doesn't work
Thank you. the video was great.
Thanks man! So happy you found it valuable.
Hey JC, what is the document you presented in the last section called?
Hi! I have a question. Is there any way to change the actual status date? in order to open the project and have the time to create a report with the status of one week ago for example.
You will have to set the status date on the Project tab each time.
Sir nice explained. However formulas used in customised columns could not be seen. Will u provide the formulas
You can find the formulas here - lerouxconsulting.com/ms-project-for-construction-articles-and-resources/creating-a-planned-percentage-complete-field-in-microsoft-project
you are the love of my life!! you explained this really easy and slow. I couldn't ask for more. Thank you sooooo much! 🥰
🤣 Great to hear. You'll have to get past my wife first though!
The deeper you get into the subtasks, the less accurate it becomes. Level 1 +- 1%, level 2 from %1 to 2%, level 3 up to 3%. i use the formula set at your link page. did i set something wrong?
Interesting. The formula gives me solid accuracy even in lower levels. Just double check if you've set the summary settings correctly?
is we have column name baseline estimated start and finish date or we have to use baselinestart and finish date
Use the Baseline Estimated Start and Baseline Estimated Finish in the formula. These are standard fields in MSP already.
Very interesting use of this tool. The big question is how does actual cost data get entered? If it can pull from the accounting software, this is an exciting way forward for us. If it involves manual entry, not so much.
Good point. I'm sure you would be able to draw it in from Excel, so if you can get your actuals out into excel and bundle them under the BOQ items, it should be possible.
Wow Thanks JC this really worked, ive been strugling
Aah Morgan, great news. I've also had my fair share of struggling with this %-complete column.
Hi JC, I am JC as well. I really liked the tutorial on the correct way to show Planned %. I do have a question, does MS Project have Labor Units? I have not seen this
Hi JC! . MS Project can only show labor units in "manhours". You can certainly export the data and then convert it if you like.
Great thanks
Beautiful
Thanks Ben!
Very nice presentation. 👍👍
Hi, I face an issue we are behind schedule and the summary task shows we are ahead, that incorrect. so I follow the same as you did but I got an error in the summary task. how can I fix that? thanks in advance!
Hi Shahad. There can be many reasons for this. It could be that some of the tasks below the summary task is not included in Baseline, or that a Baseline does not exist for certain tasks. Also check that the status date is correctly set, check for any manual schedule tasks.
@@JCleRouxx can you please help me with that I tried to fix the issues for 2 months if you can give me your email so we can discuss these issues it will be much appreciated! this task Is much important to me
Hi, when I followed up on the steps, I got 1 for all activities in the Updated % planned? so the planned percentages change to 100% based on the Updated % planned column those are issues I face now .. can you help with that?
Hello JC; I watched your video about the pROJECT, i want ask you how you make the sheet with dependencies and delayed shecedule,
Hi Susu. You can simply add those fields in your view to have the same sheet. To do the update requires a more complex process which is a bit cumbersome to explain here. Have a look at our other videos or consider the course where this is explained in detailed, step-by-step.
good work
Thanks
Is there a way to show the previous end date and new end date together on the Gant? Or Baseline is the only to view it?
Hello Kobus, what I have come to realize is that you would have a scenario as the one you have just discussed in this video, whereby the contractor has his responsibility in impacting a delay and so has the client (in my case as a result of variations) ...what I need to know is how is it fair to factor in the contractor's risk impact if at the end the contractor incurs delay damages per contract Simply put why calculate a finish variance if you are determining impact of delay in an ongoing active project?
Thank you Mr. Le Roux, as this video was very education and inspiring. I must ask, however; wouldn't an accurate % complete calculation be the (ACTUAL COST - COST VARIANCE) / BASELINE COST? I ask because using the actual cost which would have been along the course of the project, may seem to bloat the progress percentage, in my opinion. Thank you again
Hi JC, do you have a downloadable template for this ?
Hi Ben, we do share a lot of templates as part of our MSP course. You can check it out at www.lerouxconsulting.com/ms-project-construction/
Hi JC . Do not have course that one can do with you for MS Project
Hi Enoch. Yes indeed, check out our course at www.lerouxconsulting.com/ms-project-construction/ .
Download link for any PO Construction LOG ?
Very helpful. Good video that explains prospective analysis in a easy to understand, to know, to prepare. love much
Glad you enjoyed it!
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Sir, your tutorials are awesome. I want your Ms project material for practice