Deltek Open Plan Help

Using the Help Search
Using the Help Search
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Contents of the Progress Calculations Dialog Box

Use the fields and options to configure the Progress calculations.

Contents

Field Description
Time Now This field controls the status date to be used for the progress calculations. The date in this field should be advanced before performing this function. An ellipsis button at the right edge of the dialog box displays a calendar from which you can select and enter a date.

You can also specify the Time Now date on the Processes tab from the Schedule group.

Matching Filter By selecting a filter from the list, you can limit the scope of the calculations performed by automatic progress. An ellipsis button at the right edge of the dialog box displays the Filters dialog box, where you can edit, copy, create, or delete filters.

Activity Progress

If the option to Update Activity Status and Actual Dates is selected, Open Plan allows you to specify additional options.

Field Description
Based On You can specify which of the types of dates Open Plan should use in performing the calculations:
  • Early Dates
  • Late Dates
  • Scheduled Dates
  • Baseline Dates
Complete if Finished Before Time Now If this option is selected, Open Plan treats the type of dates selected in the Based on field as complete if they finish before Time Now and enters the appropriate (early, late, scheduled, or baseline) finish date into the actual finish date field.

The progress calculations function does not affect any actual finish dates already recorded on complete activities.

In-Progress if Started Before Time Now If this option is selected, Open Plan treats activities that meet all of the following criteria as in progress:
  • Activity starts before Time Now
  • Activity has an early finish date after Time Now
  • Activity is not already marked as complete

The progress calculations function does not affect any actual start dates recorded on activities already statused as in-progress.

For activities that it treats as in-progress, Open Plan allows you to specify which of the following values it should calculate:

  • Remaining Duration
  • Elapsed Duration
  • Percent Complete
  • Expected Finish

Resource Progress

Open Plan allows you to Update Resource Remaining Quantity and Update Resource Actual Quantity separately or at the same time. Open Plan performs the calculations based on options selected on the General tab of the Resource Details dialog box for resources defined as supporting progress calculations in the Resource (OPP_RES) table.

Earned Value

You can update the earned value of the project by selecting the Update Physical Percent Complete option. When this option is selected (and the Base Physical Percent Complete on EVT option is not selected), Open Plan updates the physical percent complete for activities that match the selected filter based on activity status using the following formula:

PPC = (Elapsed duration / Expected duration) x 100

where elapsed duration is calculated as (Time Now – Actual Start) and expected duration is calculated as (Finish Date – Actual Start Date)

The Finish Date is based on the user's selection of (early, late, or scheduled) dates.

The Base Physical Percent Complete on EVT option allows you to use the EVT assigned to the activities on the Advanced tab of the Activity Details dialog box when updating the physical percent complete.

Progress Dates

The Start Date and End Date fields are enabled when you chose to update resource progress or earned value.

Open Plan stores the BCWP time-phased. Therefore, you must enter a start date in the Progress Dates section.

Open Plan uses the dates to spread actual costs and quantity for the purpose of cost reporting.

Field Description
Start Date The start of the period covered by the automatic resource calculation. The date in this field is recorded as the From date on the resource actual quantity/cost record in the cost file.

If the actual start date of the activity is later than the start date defined in this field (but within the Start date – End date range), the activity actual start date is used as the Start Date in the progress calculation.

End Date The end of the period covered by the automatic resource calculation. If a date is entered in this field, the actuals are spread between the start and end dates. If this field is left blank, the actuals are applied on the start date.

The date in this field is recorded as the To date on the resource actual quantity/cost record in the cost file.

If the actual finish date of the activity is earlier than the end date defined in this field (but within the Start date – End date range), the activity actual finish date is used as the End Date in the progress calculation.