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 Accounting ® Project System ® Progress ® Progress Determination ® Individual Processing or Collective Processing.
  2. Enter the controlling area, as required.

    3. This brings you to the Project Progress screen.

  3. Enter whichever of the following you require:

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

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

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:

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.

See Defining Statistical Key Figures for Progress Analysis.

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, see Defining Default Cost Elements.

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

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 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 .