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

I had a Wrike CSM show me this last week but i'll be darned if I can remember anything about it. (Joselin if you're reading this, i'll be pinging you as soon as you're back from vacation :-) )

I need to do % complete per task, then have it be calculated at a summary task or milestone just like MS Project. I don't mind manually typing it into each field, but I can't remember how to set it up so the summary field be calculated.

Any other tips, tricks, traps on percent complete also greatly appreciated.

4
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
Комментариев: 5

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 :-)

2
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

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 Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

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

 

2
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

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

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Hey Vivek Bhatia, I wanted to let you know that this is possible now.

What you do is:

1. Create a custom field

2. Select "Percent"

3. Under "Default Aggregation" switch it to "Average"

4. Enter in your percents 
5. It will now sum up to the parent task the same way that MS Project does. 

Hope this helps. 

1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Folllowing List for Post: Best way to do % complete in wrike? (in a custom field)
[this list is visible for admins and agents only]

Вверх
Didn’t find what you were looking for? Write new post