How to calculate Planned Percentage in MS Project

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  • เผยแพร่เมื่อ 25 พ.ย. 2024

ความคิดเห็น • 69

  • @keanny9531
    @keanny9531 ปีที่แล้ว +2

    How can you make this reflect within the gannt chart? More like making this the %complete function

  • @MahmoudElBayoumi-v5o
    @MahmoudElBayoumi-v5o 9 หลายเดือนก่อน +4

    IIf(Now()[Finish],"100",Int(ProjDateDiff([Start],[Current Date]+1,[Project Calendar])/[Duration]*100))) & "%"

  • @allwinbangera211
    @allwinbangera211 3 หลายเดือนก่อน +2

    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  2 หลายเดือนก่อน

      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 2 หลายเดือนก่อน

      @@SMJTech2020 Sorry for delay in response your formula really helped thank you

  • @PkPhatsoane
    @PkPhatsoane ปีที่แล้ว +3

    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  ปีที่แล้ว +3

      Hi Peter,
      Your request is very interesting. I will cover this point in one of my upcoming videos. Thanks

    • @SMJTech2020
      @SMJTech2020  ปีที่แล้ว +3

      Hi Peter, you can check out this new video th-cam.com/video/Yuximvqr7lA/w-d-xo.html
      Don't forget to like :)

  • @MohammadAhmad-eg5vl
    @MohammadAhmad-eg5vl 5 หลายเดือนก่อน

    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.

  • @johnsonchelladurai6829
    @johnsonchelladurai6829 2 ปีที่แล้ว +1

    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  2 ปีที่แล้ว

      Thanks for sharing

    • @mzorkea
      @mzorkea ปีที่แล้ว

      thanks for this!

  • @bluefishaddicted
    @bluefishaddicted 9 หลายเดือนก่อน +1

    Can you write this formula here in the description as you promissed, please?

    • @SMJTech2020
      @SMJTech2020  9 หลายเดือนก่อน +2

      Here you go
      IIf(Now()[Finish],"100",Int(ProjDateDiff([Start],[Current Date]+1,[Project Calendar])/[Duration]*100))) & "%"

  • @mzorkea
    @mzorkea ปีที่แล้ว +2

    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  ปีที่แล้ว +2

      You can select Roll up which will start displaying the planed percentage on the summary tasks as well and also on the complete project

    • @toyexpert4618
      @toyexpert4618 หลายเดือนก่อน

      @@SMJTech2020 Hi, I'm still stuck to get the overall planned percentage. i can't click at the roll up box option

  • @MrAlinz007
    @MrAlinz007 2 ปีที่แล้ว +1

    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  2 ปีที่แล้ว

      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 :)

  • @ahteshamulhaq3381
    @ahteshamulhaq3381 2 ปีที่แล้ว +1

    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 ปีที่แล้ว

      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.

  • @francamcewan9736
    @francamcewan9736 2 ปีที่แล้ว +1

    Hi, why would I get a syntax error?

    • @SMJTech2020
      @SMJTech2020  2 ปีที่แล้ว

      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?

  • @mohamedbadie7535
    @mohamedbadie7535 11 หลายเดือนก่อน +2

    It does not work ... Especially if you use multiple Summaries Tasks that contain multiple subtasks with FF or SS relationships.

    • @SMJTech2020
      @SMJTech2020  9 หลายเดือนก่อน

      Hey thanks for your message. I haven't come across this specific criteria. Let me check it out.

  • @LA-wq4ul
    @LA-wq4ul ปีที่แล้ว

    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  8 หลายเดือนก่อน

      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

  • @moizsalah4963
    @moizsalah4963 ปีที่แล้ว +4

    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  ปีที่แล้ว +2

      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 ปีที่แล้ว +1

      @@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  ปีที่แล้ว

      Hi Moiz,
      I will try to make a video on this as soon as I can

    • @SMJTech2020
      @SMJTech2020  ปีที่แล้ว

      Hi Moiz,
      You can check out this video, I have briefly shown the selection for summary task calculation as well

    • @SMJTech2020
      @SMJTech2020  ปีที่แล้ว

      th-cam.com/video/Yuximvqr7lA/w-d-xo.html

  • @diegocabrera1666
    @diegocabrera1666 ปีที่แล้ว +1

    Man, you just saved me 🎉

    • @SMJTech2020
      @SMJTech2020  ปีที่แล้ว

      I'm glad that the video was helpful for you.

  • @KK-dl1ev
    @KK-dl1ev 2 ปีที่แล้ว +1

    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  2 ปีที่แล้ว

      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 ปีที่แล้ว +1

      @@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  ปีที่แล้ว

      Hi, I will be uploading a video related to Baseline Adherence percentage calculation in the coming week. Do stay tuned.

    • @SMJTech2020
      @SMJTech2020  ปีที่แล้ว

      th-cam.com/video/qlhAepeLz6M/w-d-xo.html

  • @sakthikumaran3319
    @sakthikumaran3319 9 หลายเดือนก่อน +1

    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  8 หลายเดือนก่อน

      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 ปีที่แล้ว

    Hi,
    is planned means 💯% ?
    Actual means daily that had been done

    • @SMJTech2020
      @SMJTech2020  2 ปีที่แล้ว

      Planned means how much should have completed as per the defined start and finish dates. Actual means the actual percentage done

  • @matildakholofelochoeu6810
    @matildakholofelochoeu6810 2 ปีที่แล้ว +1

    Hi, I am getting a syntax error. Can you send me the formular?

    • @SMJTech2020
      @SMJTech2020  2 ปีที่แล้ว

      Hi Matilda, Thanks for sending an email as well. I have shared the corrected formula to you on email.

    • @SMJTech2020
      @SMJTech2020  2 ปีที่แล้ว

      IIf(Now() [Finish],"100", Int(ProjDatDiff([Start],[Current Date]+1)/[Duration]*100))) & "%"

    • @SMJTech2020
      @SMJTech2020  2 ปีที่แล้ว

      Here's the formula for convenience as well

    • @matildakholofelochoeu6810
      @matildakholofelochoeu6810 2 ปีที่แล้ว

      Why does it also not indicate percentages on some activities?

    • @SMJTech2020
      @SMJTech2020  2 ปีที่แล้ว

      Usually it will not show percentage on Summary Tasks.

  • @jonaswinley1468
    @jonaswinley1468 2 ปีที่แล้ว +3

    Syntax error in "%"

    • @SMJTech2020
      @SMJTech2020  2 ปีที่แล้ว

      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

  • @MukunthanIyer
    @MukunthanIyer ปีที่แล้ว

    Can you please share the formula you've used in the comments please?

    • @SMJTech2020
      @SMJTech2020  8 หลายเดือนก่อน

      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))) & "%"

  • @goncaloviegas3644
    @goncaloviegas3644 ปีที่แล้ว

    Awesome, thank you.

  • @sumera3647
    @sumera3647 2 ปีที่แล้ว

    Could you please send this formula via sample sheet ?? 😢

    • @SMJTech2020
      @SMJTech2020  2 ปีที่แล้ว

      Please email your query at smj.tech2020@gmail.com

  • @chanchair.1452
    @chanchair.1452 ปีที่แล้ว +1

    Thank you.

  • @akinawayele6739
    @akinawayele6739 ปีที่แล้ว +1

    Thanks

  • @ahmedhussien6170
    @ahmedhussien6170 2 ปีที่แล้ว +1

    thanks

  • @mohammedhamza259
    @mohammedhamza259 2 ปีที่แล้ว +1

    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  2 ปีที่แล้ว

      Thanks. Let me check it out

    • @SMJTech2020
      @SMJTech2020  2 ปีที่แล้ว +1

      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 "%" .

  • @ShahinNaseri-so3ux
    @ShahinNaseri-so3ux 5 หลายเดือนก่อน +1

    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  3 หลายเดือนก่อน

      Thanks for suggesting.