1. Overall Project Progress - Calculations


The Overall Project Calculations is based on the start and finish date of the Schedule, not the project dates, although generally it would be expected the dates of the schedule would align to the project dates.




There are there are two ways the Overall Project Progress is calculated:


1. Effort Based

Project schedules that have at least one task that has an effort value should show an overall progress bar that shows that current percent complete of the total schedule based off the total actual effort percentage complete.

ie. (actual effort / effort * 100) rounded to the nearest integer


Example: 

Schedule Progress Calculation – Today’s date 05/08/2021

Formula:

Calculations:

Step 1 – Planned to Date %

Task (Current Date – Start Date + 1)100

Task (Duration) + 1

Duration = total number of calendar days between schedule start and finish dates


Overall Planned % To Date=

Sum of all Planned % Tasks with Effort Values

Number of Tasks with Effort Values

WBS 3
(05/08/2021 – 21/07/2021+ 1) x 100

(11/08/2021 – 21/07/2021) + 1

 

(16/22) x 100        = 72.72%

                              = 73%

 

WBS

Task (Current Date-Start Date+ 1)

Task (Duration)
+1

Planned%

1

8

8

100%

2

15

15

100%

3

16

22

73%

 

Overall

(100+100+73)

        3

= 91%


Step 2 – Actual to Date %

(Actual Effort/ Effort)  x 100 

 

Overall Actual % To Date=

Sum of All Actual Effort x 100

Sum of All Effort
rounded off to the nearest integer


WBS

Actual Effort

Effort

1

9

11

2

11

12

3

11

11

total

31

34


Overall

  31  

  34

= 0.9117647059

= 91%





2. Duration Based

Project schedules that have no tasks that have an effort value should show an overall progress bar that shows the current percentage complete based of the percentage complete column values.
ie. (Sum(% complete * duration) / total duration) * 100)


Example: 

Schedule Progress Calculation – Today’s date 05/08/2021

Formula:

Calculations:

Step 1 – Planned to Date %

Task (Current Date - Start Date +1)

Task (Duration) + 1

Duration = total number of calendar days between schedule start and finish dates

 

Overall Planned % To Date=

Total of Task (Current Date - Start Date +1)

Total of Task (Duration) + 1

WBS 3


Task (Current Date- Start Date + 1):
 (05/08/2021 – 21/07/2021+ 1)

= 16


Task (Duration + 1):
 (11/08/2021 – 21/07/2021) + 1

= 23

 

WBS

Task (Current Date-Start Date+ 1)

Task Duration + 1

1

8

8

2

15

15

3

16

23

4

0

15

5

0

15

6

0

1

7

0

29

Total

39

106

 

For Future Tasks, Duration is set to 0 as it would be impossible to subtract a Future Date from the Current Date. Given this, the + 1 Calculation is also ignored.


Overall

  39   

  106

= 0.3679245283

= 37%

Step 2 – Actual to Date %

Total (%Complete x Duration) 

Total (Duration)

 

Planned Effort = Duration of calendar days per WBS

 

WBS

%Complete

Duration

% Complete x Duration

1

1

7

7

2

1

14

14

3

0.65

22

14.3

4

0

14

0

5

0

14

0

6

0

1

0

7

0

28

0

total

100

35.3

 

 

Overall

  35.3   

  100

= 0.353

= 35%