Andrej Sandorf
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| README.md | 3 years ago | |
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| progress-tracking-bulk-editing.png | 3 years ago | |
| progress-tracking-hierarchy-progress.png | 3 years ago | |
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README.md
| sidebar_navigation | description | robots | keywords |
|---|---|---|---|
| [{title Progress tracking} {priority 800}] | Progress tracking in OpenProject. | index, follow | Progress tracking, cost reporting, earned value analysis, earned value management |
Progress tracking
You can track the completion of projects in OpenProject by assigning a Progress (%) value to individual work packages. OpenProject will automatically roll-up progress to parent work packages.
| Topic | Content |
|---|---|
| Manual progress tracking | How to track progress manually per work package? |
| Progress tracking in the work package hierarchy | How to track progress for multiple work packages? |
| Status based progress tracking | How to track progress use work package status? |
Manual progress tracking
After the initial installation, OpenProject is configured for manual progress tracking. In order to log progress, please open the details of a work package. The Progress (%) field shows a visual progress bar with the default value of 0%.
Clicking on the progress bar opens an in-place editor that allows you to enter a percentage value between 0 and 100.
Pressing enter saves the value and updates dependent work packages (see below). Progress is rounded to the next integer.
You can also bulk-modify the Progress (%) in the list of work packages.
Progress tracking in the work package hierarchy
The progress of of work package with children is calculated as the weighted average of all direct children, using the field Estimated time as the weight. OpenProject uses 1 hour as the default value if Estimated time is empty. When adding the Progress(%) column to a work package hierarchy view, please also add the Estimated time column as well so that you can track the calculation. The screenshot below shows an example hierarchy with aggregated Progress (%).
Please note the Estimated time column to the right. Here, values in parenthesis (for example “(40h)” of Main Task) indicate estimated time from children, while values without parenthesis refer to estimated time directly assigned to a work package.
Calculation examples:
- Sub-Task 1 has 50% completion calculated as (16h * 60% + 8h * 30%) / 24h.
- Sub-Task 2 has 25% completion calculated as (8h * 50% + 8h * 0%) / 16h.
- Main Task has 40% completion calculated as (24h * 50% + 16h * 25%) / 40h.
Status-based progress tracking
As an alternative to the manual progress tracking mode above, you can configure your OpenProject system to associate work packages statuses . In the administration section please modify the work package settings. and choose set the value of “Calculate the work package done ratio” to “Use the work package status”.
In this mode, OpenProject does not allow you to modify the Progress (%) field. Instead, the Progress (%) value will be taken from the work package status configuration page:
The screenshot above shows a sample configuration of work package statuses together with suitable “Progress (%)” values. For example, setting the status of a work package to “In progress” is equivalent to setting Progress (%) to 50% manually.
Note: The status and it’s associated progress value from the administration screen also determines the Progress (%) of work packages with children. So there is no roll-up of progress in the project hierarchy in this configuration.