Can a Project task checklist be used to help calculate the percentage complete?

[Chaz_]

Hi,

I have a requirement whereby a user is using checklists on project tasks to help track tasks. As the user ticks off each item on the checklist, he would like it to update the percentage complete field on the Project task, which in turn would roll up to the Project level.

Can anyone suggest whether this is recommended, and if there is a better way of achieving this? I know for example, there is another set of project tasks at the next level down. However, tracking tasks can be a chore to fill out when a checklist is easy to add.

Has anyone had to do this at all? If a script is needed to achieve this, I wonder about the impact to the client front end.

Thanks.

[shloke04]

Hi @Chaz_ ,

I personally will never suggest to implement this customized requirement to calculate %complete based on checklist. The current way seems to be a process gap or tool usage gap to me and needs to be rectified rather than customizing the tool as there are multiple logic tied to this attribute for Project Management.

Refer the details below on how this is tied to duration factor and calculated OOTB:

https://www.servicenow.com/community/spm-forum/project-percentage-calculation/m-p/1039431

https://docs.servicenow.com/bundle/washingtondc-it-business-management/page/product/project-manageme...

[Chaz_]

Yes that was my initial thought, although it isn't big. Any suggestions on how this can be achieved while minimising the manual effort in maintaining project tasks?

[shloke04]

I would make use of Planning console UI here to make it easier and less time consuming for users, where users can create task easily and add other child task as dependent as required using WBS rather than using traditional native UI.

[Chaz_]

Would anyone know if templates can be used to achieve this i.e. create multiple Project tasks quickly? Any experiences of using this would be good to hear.