Progress Options

Use the Progres Options page, you can choose entry options for progress monitoring.

Ways to access

  • On the menu, select Tools > Options > Progress Options tab.

Global settings

  • Report Date - Define Date and time of the Report date line, that you need for progress calculations

  • Report date layer - Define the layer on which the Report line will be displayed.

  • Split annotations to start/end - Assign the text annotation of an activity to any of its process Activities by activating this checkbox.

  • Default date for actuals - Set the default date for each new actual association in Tab - Allocations (actual).

  • Calculate Progress by - Set the calculation rule for Progress % and Performance values:

  • Part Progress Values - Base for the Progress % and the Performance value calculation is the Part Progress value: Relates the Progress value of each progressed or open Activity part to the Total progress value.

  • Schedule (Activity Duration) - Base for the Progress % and the Performance value calculation is the Activity duration: Relates the duration of each progressed or open Activity part to the overall duration.

  • Effort of Labor resources - Base for the Progress % and the Performance value calculation is the Effort of Labor Resources: Relates the Effort of each progressed or open Activity part to the overall effort.

  • Activity Cost - Base for the Progress % and the Performance value calculation is the Activity cost: Relates the cost of each progressed or open Activity part to the overall Activity cost.

Microprogress options

  • Enable Activity micro progress - Activate this option in order to comprise the progress in time gaps as micro progress options.

  • Merge micro progress Activities with time lag less than - Should time gaps appear in the micro progress options that are less than the entered Time gap, then these sections are addressed as one performed Activity.

  • Time lag - The time lag shows the time slice for evaluating the progress. Select a given time unit from the list, e.g. calendar week, or use your own time units.

  • Default report time unit - This unit/duration describes how often a micro progress report takes place. Creating a new micro progress jumps to the start of the next report time unit.

  • Base time unit from library - Select a Unit from the list.

  • Calendar month / calendar day / calendar week - Next new progress report date is month/day/calendar week.

  • Custom value - Enter your value based on the base time unit from Dialog - Options - Project

Resource Performance

  • 'Use 'Allocation (planned)' [uncheck for 'Allocation (actual)'

    • Checked - Cost, Income, and Labor performance values will be calculated from the resources in Tab 'Allocations (planned) - Standard Setting
      Unchecked - Cost, Income,and Labor performance values will be calculated from the resources in Tab 'Allocations (actual) - In case you want to report to those actual allocations

  • Calculate Forecast by - This option controls how the forecast for To Complete will be set.

  • Allocations (planned) - The forecast for Activities in progress are taken from the Tab - Allocations (planned) of the Activity parts in progress.

  • Allocations (actual) - The forecast for Activities in progress are taken from the Tab - Allocations (actual) of the Activity parts in progress.

Next topic: -

Further information

Review Activity Progress