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Percent Calculation

how is the percent complete calculated if there are multiple tasks with time frames which all roll up into a high level task? For example see attached image.

smartsheetscreenshot.JPG

Comments

  • JamesR
    JamesR ✭✭✭✭✭✭

    From my quick analysis, the % Complete works on Duration complete rather than an average of the Percentage column, therefore if you have milestones in the tasks these are not included in the calculation as they are 0 days duration.

    If anybody else knows different they may be able shed more light on it.

    James

  • Atus Bartal
    Atus Bartal ✭✭✭✭✭✭

    James is right.

    John,

    Is it a project sheet with durations, start and end dates?

    它会更容易回答如果我们看到了其他的date-related columns as well as their headers.

    Thanks

    Atus

  • John Laughery
    edited 05/03/16

    Hi James & Atus, thanks for the quick response! It is a project sheet with durations, start and end dates.

    James, can you explain the Duration complete rather than average of the percent column concept in a bit more detail?

    Atus, here is another attachement.

    Thanks!

    smartsheet.JPG

  • JamesR
    JamesR ✭✭✭✭✭✭

    John,

    See image:

    James

    Percent Calc.PNG

  • Atus Bartal
    Atus Bartal ✭✭✭✭✭✭

    Thanks John and James!

  • J. Craig Williams
    J. Craig Williams ✭✭✭✭✭✭

    All,

    James is correct.

    In many cases, however, this gives you bad information, at least in my world view.

    In Smartsheet:

    % Complete is based on sum(duration of individual tasks * % complete of indivual tasks) / sum(duration of individual tasks)

    This does not change if the tasks are sequential (like in James' example) or all in parallel.

    It also does not change with Allocation % (effort).

    In my world view, if I have a task that requires 1 hour a week for 50 weeks (50 hours)

    and 2 tasks that are 50 hours each but take 1 week each, then

    In Smartsheet's view, if I finish the the hourly task, I'm 96% done (the tasks overlap)

    But in effort, I've only done 33% of the work (50 hours / 150 hours)

    当我处理一个任务,成本增加several columns to account for this.

    Craig

  • SamiV
    SamiV ✭✭

    For some reason, when I roll up the % complete, it does not reflect the true % complete. My initiation phase is 80% and Site Visit Preparedness is 13%, the aggregated % complete for Pre-Visit Task completion is only showing Site Visit Preparedness. Thoroughly confused!

    % complete capture.PNG

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi Sami,

    Is the top row, Pre-Visit Task Completion, a parent? It doesn't look like it from your screenshot. It has to be if it should be automatic and you don't want to add the formulas yourself.

    What formula are you using in the 13% in the top row?

    Hope that helps!

    Have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    work-bold

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • SamiV
    SamiV ✭✭

    I didn;t use any formula. I thought I saw in one of the videos that you can roll up by dragging the cursor.:(.. Oops!

    I have never used parent/ child function before. I tried it after I saw your message. and I get a message saying I can not update because the row has sub tasks. Do I need to delete the hierarchy to make it work? Is there a video that shows how parent/ child function work? I looked through youtube, but in vain.

    Thank you

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Happy to help!

    You don't need to delete anything.

    Here's an excellent resource:https://help.smartsheet.com/articles/765737-project-sheet-columns-start-date-end-date-duration-complete-and-predecessors

    And another one:https://help.smartsheet.com/learning-track/smartsheet-advanced/gantt-chart-dependencies

    Hope that helps!

    Let me know if you have any questions!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

This discussion has been closed.
Ok, how about using a helper column with a 0 or 1 being input by your automation, and then use this as the trigger. So set the default on the column to 0, and if an attachment is there, leave it at 0. Then if an attachment is not there workflow will set it to 1, and that would trigger the automated workflow to run.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":334,"urlcode":"automations","name":"Automations"}]},{"discussionID":108318,"type":"question","name":"Count to show the High Priority Items","excerpt":"I would like to add a formula that counts the number of 1 - High, 2 - Med, 3 - Low in each row.","snippet":"I would like to add a formula that counts the number of 1 - High, 2 - Med, 3 - Low in each row.","categoryID":322,"dateInserted":"2023-07-31T18:51:49+00:00","dateUpdated":null,"dateLastComment":"2023-07-31T19:48:33+00:00","insertUserID":121230,"insertUser":{"userID":121230,"name":"Kris Peeters","url":"https:\/\/community.smartsheet.com\/profile\/Kris%20Peeters","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!zzjX8w2dwDY!5FVWucGjaaQ!-sgJ3Uz0EeO","dateLastActive":"2023-07-31T19:46:31+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"updateUserID":null,"lastUserID":121230,"lastUser":{"userID":121230,"name":"Kris Peeters","url":"https:\/\/community.smartsheet.com\/profile\/Kris%20Peeters","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!zzjX8w2dwDY!5FVWucGjaaQ!-sgJ3Uz0EeO","dateLastActive":"2023-07-31T19:46:31+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":26,"score":null,"hot":3381664822,"url":"https:\/\/community.smartsheet.com\/discussion\/108318\/count-to-show-the-high-priority-items","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108318\/count-to-show-the-high-priority-items","format":"Rich","lastPost":{"discussionID":108318,"commentID":388103,"name":"Re: Count to show the High Priority Items","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/388103#Comment_388103","dateInserted":"2023-07-31T19:48:33+00:00","insertUserID":121230,"insertUser":{"userID":121230,"name":"Kris Peeters","url":"https:\/\/community.smartsheet.com\/profile\/Kris%20Peeters","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!zzjX8w2dwDY!5FVWucGjaaQ!-sgJ3Uz0EeO","dateLastActive":"2023-07-31T19:46:31+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/382QSC10NTUW\/count-jpg.jpg","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"count.JPG"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-31T19:48:14+00:00","dateAnswered":"2023-07-31T19:18:51+00:00","acceptedAnswers":[{"commentID":388092,"body":"

@Kris Peeters<\/a> <\/p>

you should be able to use =Countifs([Al Javor]@row:[Lisa Young]@row,\"1 - High\")<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":108307,"type":"question","name":"Formula to Average Performance Score for Various Service Categories","excerpt":"I am trying to create a formula that averages the performance score of various service categories. For example, whenever the service category (drop down box) has \"civil engineer\" selected, I want a running formula that averages all the civil engineer ratings. I have tried using the =averageif() formula, but I continue to…","snippet":"I am trying to create a formula that averages the performance score of various service categories. For example, whenever the service category (drop down box) has \"civil engineer\"…","categoryID":322,"dateInserted":"2023-07-31T15:35:13+00:00","dateUpdated":"2023-07-31T15:48:17+00:00","dateLastComment":"2023-07-31T18:57:50+00:00","insertUserID":164346,"insertUser":{"userID":164346,"name":"ullkay95","url":"https:\/\/community.smartsheet.com\/profile\/ullkay95","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!bmtAmxLQVL0!e6DCx07vJ9c!25n9oP55COS","dateLastActive":"2023-07-31T18:59:28+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":164346,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-07-31T19:57:04+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":11,"countViews":31,"score":null,"hot":3381654183,"url":"https:\/\/community.smartsheet.com\/discussion\/108307\/formula-to-average-performance-score-for-various-service-categories","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108307\/formula-to-average-performance-score-for-various-service-categories","format":"Rich","lastPost":{"discussionID":108307,"commentID":388084,"name":"Re: Formula to Average Performance Score for Various Service Categories","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/388084#Comment_388084","dateInserted":"2023-07-31T18:57:50+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-07-31T19:57:04+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/2HQ91LNQF3GG\/screenshot-2023-07-31-114610.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"Screenshot 2023-07-31 114610.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-31T18:52:12+00:00","dateAnswered":"2023-07-31T18:48:05+00:00","acceptedAnswers":[{"commentID":388078,"body":"

In that case you would use the same syntax but you would reference the column in the sheet using the appropriate column name. <\/p>

[Column name]:[Column name]<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&siteSectionID=0&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":10000,"limit":3},"title":"Trending Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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