Calculating Your Project’s Progress

Use

The system uses this function to calculate the percentage of completion (POC) and earned value. You can run the progress calculation in individual or collective processing any time you like. You can also run the calculation more than once - for example, if the plan changes.

Prerequisites

You must make the settings necessary for the progress calculation in the Project System IMG.

For more information, see Progress Analysis .

If you want to run the progress calculation in collective processing, you require a selection variant. You can create the selection variant in the initial screen for the collective agreement.

Procedure

  1. Choose Logistics or Start of the navigation path Accounting Next navigation step Project System Next navigation step Progress Next navigation step Progress Determination Next navigation step Individual Processing or Collective Processing. End of the navigation path

  2. Enter the controlling area, as required.

  3. This brings you to the Project Progress screen .

  4. Enter whichever of the following you require:

  • Project definition

  • WBS Element

  • Network

Note Note

Set the Include orders indicator if you want networks and orders assigned to the project or WBS element to be included in the selection.

End of the note.

  1. Enter the following parameters:

  • Progress version

You use the progress version to stipulate various control parameters, such as the default method for the objects, reference factor, and set of dates.

  • To period

You use this parameter to determine the date up to which actual values are calculated. The system always calculates plan values for the whole of the period between the planned start date and the planned finish date.

You can specify an exact date instead of a period. To do this, choose . However, the system only takes account of the date for measurement methods defined on the basis of the "time proportionality" technique.

  1. Select the process control fields you require:

  2. Choose .

Result

The system selects the objects which satisfy the criteria specified and determines which measurement method is valid. For each object, the system then determines the planned and actual POC in the following configurations:

  • Aggregated

  • Not aggregated

  • For Results Analysis

For more information on the POC, see Progress Calculation .

The system records the POCs determined for the various uses under the statistical key figures defined in Customizing.

For more information, see the Implementation Guide of the Project System under Start of the navigation path Progress Next navigation step Progress Analysis Next navigation step Define Statistical Key Figure for Percentage of Completion End of the navigation path .

The system takes the POC as the basis for calculating the planned and actual earned value (EV).

EV = POC x overall costs

The system records both the original values and the adjusted actual values.

For more information, go to the Implementation Guide of the Project System and choose Start of the navigation path Progress Next navigation step Progress Analysis Next navigation step Maintain Assignment of Cost Element Group End of the navigation path .

Note Note

Correction postings are made only for actual values from preceding periods. Current updated values are always recorded in the current period.

End of the note.

For more information, read Correction Postings .

The system records the calculated values by cost element under the cost elements defined in Customizing.

The system also outputs a two-level log:

The basic list contains the number of objects:

  • To which a method is assigned

  • In which the plan/actual method was adopted

  • In which the standard method was used

To call up the detailed list, select a line and choose Next list level . The detailed list contains the objects and the methods assigned to them.

You can evaluate values so determined at any time in the information system.

For more information, see Evaluating Project Progress .