Project Management - access to project summary %

[Anonymous]

Hi guys,

From a management standpoint I would like to quickly see or search for projects that are not 100% complete.  The issue is I don't have any scripting access to the project summary % value that is calculated by the system.  It would be meaningful to have this data to be shown in a field on the items page or even in the descriptor.  In any case, it's also not a searchable token nor do I think I can get it from reporting tools.  I attached an image.

[gasevsm]

Greetings,

Thanks for logging this idea. Could you please give insight as to what or why are you needing the project summary data?  Thanks in advance,

Otherwise, you're correct in that totals and summary section of tabs isn't accessible via scripting. its only available for individual tasks namekly item.project.children[i].duration and item.project.children[i].progress. Main reason is that the summary is a dynamically calculated field and isn't stored. For what its worth, Project Summary's '% Complete' value is calculated as a weighted average percent of all rows. More preciisely its a SUMPRODUCT([Duration],[%Complete]) / SUM([Duration]) * 100. 

Now, I don't recommend you go ahead and build this calculation via scripting, because depending on number of items and other code running in the scipt, you would surely run the risk of timing out. Moreover, scripting purpose and scope is to act on a single item and not a parse and process an unbound collection. Please always be midnful of its purpose.

Nevertheless, here's an example of how the above formula looks in a real use case:

• Three tasks with duration of [1, 2, 3] days with respective % Complete of [60%, 30%, 20%].
• Their SUMPRODUCT([Duration],[%Complete]) = 1*60% + 2*30% + 3*20% = 1.8
• Their SUM([Duration]) = (1+2+3) = 6.
  • NOTE: This is a different sum than Total Project Summary's "Duration" field which does a good job of not double-counting overlapping days.
• Finally, Project Summary "[Total] % Complete" = SUMPRODUCT([Duration],[%Complete]) / SUM([Duration]) % = 1.8 / 6 = 30%

Hope this helps 🙂

--

Martin Gasevski | Product Manager | Autodesk PLM 360

[Anonymous]

Hi Martin,

For us, management runs a report that exports the project management records.  The report doesn't give me access to the linked items in the project management tab.  It gives me access to export the fields from the item details, but not the project management tab.

So I was thinking if there was a way to show the % progress in the item details, then the reports would also have this information.  Basically I want management to be able to search for all records that are not 100% completion.  I also don't think the PLM search can do this.  So the question would be, how can I find all projects where the the progress is less than 100%?

[nguyentru]

Hi Leungjcp,

I appreciate you taking the time to submit this request and share your business case.

We will take this into consideration and will add to our future enhancement list.

Thank you,

Trung

[Anonymous]

So I've run into this question again.  It would be awesome if I could get access to the overall progress % in my project management tab.  

Currently I can't report on anything in the project management tab.  At a high level, I wan't to see all my projects which are say not completed (!= 100%)  If I could report on the project management tab overall progress, I could easily filter it...but I can't.  

What I'm trying to do is filter all my projects of a certain type or category.  Then I want to see all projects which are in progress.  For the projects in progress, at what stage is the project at.  In other words what's the health of my project?  Is it 05, 50%, 99% etc...

I thought project management is the way to go but unfortunately, I can't report on anything in  project management.  Instead I copy my tasks into a grid along with it's progress% and then report on it.  But it is a tedious tasks to keep track at every stage especially when parts of the process can go backwards and the progress decreases instead of increases.

Just hoping you have a better idea of what I'm trying to accomplish.

[benderk]

Thank you for submitting your idea. Have you tried the Modern Interface lately? We request that you review your idea in the context of the Modern interface. If your idea is not addressed, we invite you to create a new Idea in the context of Modern so that it can be addressed accordingly. Sincerely, Keri Bender | Global GTM Business Strategy Manager, Product Lifecycle Management