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Best way to do % complete in wrike? (in a custom field)

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    Vivek Bhatia

    Didn't hear back, this is my #1 blocker with using Wrike as a project plan tool, so I submitted a support ticket. I wrote up the following use case, pasting here in case Wrike folks see this post before my support ticket.

    ----------------------------------------------------------

    I saw a Wrike CSM do a % complete in a custom field, where it's manually updated at the task level. I need to have Wrike calculate how to calculate the overall % complete based on the % complete below it. How would I do that?

    For example:
    Project: Implement a Generic Software System
    1. Build the System
    2. Connect the System to other Things
    2.1 Interface The System to Thing 1. CUSTOM FIELD: 100% DONE
    2.2 Interface the System to Thing 2. CUSTOM FIELD: 50% DONE
    2.3 Interface the System to Thing 3. CUSTOM FIELD: 0% DONE

    What I need is for Wrike to display the % complete for WBS#2, so management can see at an aggregate level how far along "Connect the System to other Things" is. I don't want to manually calculate that since there will (in this particular instance) be 53 different interfaces. Each of which will have multiple subtasks, with their % complete. I'd need to hire a dedicated PM just to do % complete :-)

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    Lisa

    Hey Vivek, sorry it took a while to reply, I can see that you already discussed this with our Support 🙂 It's not possible to have the average of the entries for subtasks calculated on the level of parent tasks. The averages are calculated only on the subfolder/suproject level, so you might need to change your project/folder structure. Please let me know if you need help with that, I'll be happy to discuss and recommend resources 👍

    Lisa Community Team at Wrike 🌎Discover... Wrike Discover and become a Wrike expert. Click here to get started

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    Jeffrey Veffer

    I agree w @vivekbatia that this is a critical feature for us as well. 

    I just submitted a post on this where we calculate for each project task (should be a roll up of all the subtasks) so we can see where we are on our revenue projections for each project

     

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    Carl Allen

    What I've done is create a custom field of effort (hours) required. The timelog entries get accumulated in the "time spent" field. I then use a calculated field to determine how much of the estimated effort has been used. 

    (estimated hours - time spent)/(estimated hours) x 100 = % hours used

    Additionally I use the percent of time through the estimated schedule as a balance against that metric.

    (Today - start date)/(end date - start date) x  100 = % days used.

    I've just started this technique and don't have a lot of experience yet, but my experiments indicate it has promise.

    It requires...

    + Estimated hours required is populated and reasonably accurate.

    + time against the tasks are entered into the timelog

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