Calculations for Percent Complete Reported Columns
For several project reports, you can select columns that display the percent complete reported. Those percentages are calculated based on budget amounts. If the required budget amounts do not exist, the percentage may be 0.
Calculation Options
Generally, you have the option to calculate percent complete reported based on cost amounts or billing amounts. On some reports, you have the additional option to display percent complete reported values separately for labor and non-labor expense.
On all reports that offer these columns, percent complete reported is calculated based on the budget source you select on the Budget tab or Budget & Expense tab of the Options dialog box for the report and, if you select one of the planning budget sources, on the percent complete formulas specified for individual project plans. The following table describes how these two options affect the percent complete reported calculation:
| Budget Source | % Complete Formula for Plan | Percent Complete Reported Calculation |
|---|---|---|
| Project Budgeting | (Percent complete X Budget amount from Project Budget Worksheet) / Budget amount from Project Budget Worksheet | |
| Resource Management Budget | User-Entered % Complete | (Entered percent complete X Current plan amount) / Current plan amount |
| Project Baseline Budget | User-Entered % Complete | (Entered percent complete X Baseline plan amount) / Baseline plan amount |
| Resource Management Budget or Project Baseline Budget | (Planned – ETC) / Planned |
(Current plan amount – ETC based on current plan amount) / Current plan amount Calculation is the same regardless of which of the two planning budget sources you choose. |
| Resource Management Budget or Project Baseline Budget | JTD / (JTD + ETC) |
(JTD amount / (JTD amount + ETC based on current plan amount) Calculation is the same regardless of which of the two planning budget sources you choose. |
| Resource Management Budget or Project Baseline Budget | (Baseline – ETC) / Baseline |
(Baseline plan amount – ETC based on current plan amount) / Baseline plan amount Calculation is the same regardless of which of the two planning budget sources you choose. |
Percent Complete Reported from Project Budgeting
If you select Project Budgeting in Budget Source for a report, Deltek gets the budget amounts it uses to calculate percent complete reported from Project Budget Worksheet. It gets the percent complete values for the calculations from the Budget & Revenue tab in the Projects hub or, in some cases, from the Project Budget Worksheet.
To determine the percent complete value to use, Deltek checks the following sources in the order indicated and uses the first non-zero value that it finds:
For labor:
- Overall percent complete from the project (WBS1) level
- Labor percent complete from the project level
- Overall percent complete from the phase (WBS2) level
- Labor percent complete from the phase level
- Overall percent complete from the task (WBS3) level
- Labor percent complete from the task level
- Labor percent complete values from Project Budget Worksheet
For non-labor expense:
- Overall percent complete from the project (WBS1) level
- Expense percent complete from the project level
- Overall percent complete from the phase (WBS2) level
- Expense percent complete from the phase level
- Overall percent complete from the task (WBS3) level
- Expense percent complete from the task level
- Expense percent complete values from Project Budget Worksheet
If the calculated value of percent complete reported is 0 (if no budget amounts exist, for example), the report checks the following sources in the order indicated and uses the first non-zero percent complete that it finds:
- Overall percent complete from the project (WBS1) level
- Overall percent complete from the phase (WBS2) level
- Overall percent complete from the task (WBS3) level