Question on PPM percent complete rollup

karstenvan — Thu, 14 Jan 2016 22:05:44 GMT

Hi everyone,

I'm trying to find out if there is some documentation on the logic used in the Percent Complete rollup.

I am doing testing using a number of PPM Projects and Project Tasks and am experiencing the following behaviors in the Percent Complete field on the Project and Project Tasks...

If I don't populate planned/actual effort but just populate Project Task % complete values...

All Project Tasks at 0 % complete => project at 0 % complete.

All Project Tasks at mix of 0-99% complete => project at 0% complete.

Any one Project Task at 100% complete => project at 100% complete.

However, If I put data in the planned effort and actual effort fields on all tasks, then the rollup calculations work based on the percent complete values in the tasks. The effort values don't seem to actually do anything, but they need to be there.

This goes wonky if I have a task with no actual effort (ie. a task that hasn't started) then the percent complete calculations look like they recalculate only on the tasks that have actual effort values (throwing the whole % complete rollup calculation off as it is ignoring tasks with no actual effort) but calculate based on the % complete field values and ignore the actual effort values.

Is this how it is supposed to work? It looks like the calculations are all taking place in the following two business rules...

Update Parent's Percent Complete-EFFORT

Update PTask Parent's Percent Complete

I would think the overall results of this rollup would be far more accurate using one approach or the other

- Calculate rolled up % complete based on average of all % complete values (maybe weighted by Planned effort if it is there)

- Calculate rolled up % compete automatically based on total actual effort for all tasks / total planned effort for all tasks.

I'd appreciate any comments as I'm not sure if I am missing some vital logic here or if I should do some tweaks to the calculation rules to try and make it behave more intuitively.

Re: Question on PPM percent complete rollup

Manjeet Singh — Tue, 15 Nov 2016 21:13:40 GMT

The calc takes the percent complete from tasks and updates the Parent percent complete field. I believe the formula is something like "percentCalc = (workedDuration / totalDur) * 100; So if you had 4 Project Task and 1 task was 100% and another task was 35% and the remaining 2 were 0%, the Project Percent Complete would show: 33.75 (135% / 4 tasks) You can refer to this link for some additional details on percent complete: https://docs.servicenow.com/bundle/helsinki-servicenow-platform/page/administer/field-administration/concept/c_CreatingAPercentCompleteField.html

Re: Question on PPM percent complete rollup

michellewenning — Thu, 07 Dec 2017 20:57:14 GMT

Do you know if this is still true in Jakarta?

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Question on PPM percent complete rollup

Re: Question on PPM percent complete rollup

Re: Question on PPM percent complete rollup