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cbliard committed Nov 3, 2023
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Expand Up @@ -8,8 +8,8 @@ keywords: Progress tracking, cost reporting, earned value analysis, earned value

# Progress tracking

You can track the completion of projects in OpenProject by assigning
a **Progress (%)** value to individual work packages.
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 |
Expand All @@ -28,12 +28,12 @@ the default value of 0%.

![Work package progress field](progress-tracking-wp-field.png)

Clicking on the progress bar opens an in-place editor
Clicking on the progress bar opens an in-place editor
that allows you to enter a percentage value between 0 and 100.

![Work package progress field with editor](progress-tracking-wp-field-editor.png)

Pressing enter saves the value and updates dependent work packages (see below).
Pressing enter saves the value and updates dependent work packages (see below).
Progress is rounded to the next integer.

![Work package progress field with 50%](progress-tracking-wp-field-50perc.png)
Expand All @@ -44,20 +44,20 @@ You can also bulk-modify the **Progress (%)** in the list of work packages.

## Progress tracking in the work package hierarchy

The progress of **work package with children** is calculated as the
weighted average of all direct children, using the field **Estimated time**
as the weight.
When adding the **Progress(%)** column to a work
package hierarchy view, please also add the **Estimated time**
The progress of **work package with children** is calculated as the
weighted average of all direct children, using the field **Estimated time**
as the weight.
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
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.
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.

![Progress calculation in the WP hierarchy](progress-tracking-hierarchy-progress.png)

Expand All @@ -68,28 +68,28 @@ Calculation examples:

## Status-based progress tracking

As an alternative to the manual progress tracking mode above, you can configure
As an alternative to the manual progress tracking mode above, you can configure
your OpenProject system to associate work packages statuses .
In the Administration, please navigate to Work packages -> Settings and change “Calculate the work package done ratio” to
In the Administration, please navigate to Work packages -> Settings and change “Calculate the work package done ratio” to
“Use the work package status”.

![Change calculate the work package done ration](image-20221102110738283.png)

In this mode, OpenProject does _not_ allow you to manually modify the
In this mode, OpenProject does _not_ allow you to manually modify the
**Progress (%)** field in the work packages.
Instead, the **Progress (%)** value will be set automatically based on the the work package
Instead, the **Progress (%)** value will be set automatically based on the the work package
status configuration page.

Within the Administration, navigate to Work package -> Status and select the status you want to edit regarding the progress tracking. Here you can select the desired progress percentage from the drop-down menu in the progress line and add it to the status. Please do not forget to save your changes.

![Progress calculation in the WP hierarchy](progress-tracking-admin-status-percentage.png)

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”
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
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 work package table hierarchy in this configuration.

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