To simplify the amount of work required to manage projects we have several options to automatically or manually determine project progress.
There are three primary options:
- Manual project and phase calculation
- Automatic project calculation, manual phase calculation
- Automatic project and phase calculation
Manual Project and Phase Calculation
The first option is to manually control the completion of both project and phase progress. This means each time you want to show project progress you’ll edit the project and manually indicate how far along the project and each phase is.
Automatic Project Calculation, Manual Phase Calculation
If you’d like you can have the project progress automatically calculated based on how complete all the phases are. Phase progress will still manually be calculated, so you’ll have to edit the project and indicate how complete each phase is. Panorama then will determine how complete the entire project is as a result.
There are three ways you can adjust how Panorama will calculate total progress based on phase completion:
- Equal weight – Each phase is equal in time / effort, so if you have four phases and one is complete the project is 25% complete
- Hours – You can enter how many hours each phase takes
- Custom weighting – You can indicate how long a phase takes relative to the other phases (this is a legacy option and is not recommended.)
- Percentage – If you select “hours” and ensure all phase hours add up to 100 – then the hours act as a percentage. i.e. 25 hours would be 25% of the project.
Automatic Project and Phase Calculation
This method takes the least amount of time. Phase progress will be determined by the completion of tasks within the phase which will then determine overall project completion.
There are three ways you can adjust how Panorama will calculate total progress based on phase completion:
- Equal weight – Each phase is equal in time / effort, so if you have four phases and one is complete the project is 25% complete
- Hours – You can enter how many hours each phase takes
- Custom weighting – You can indicate how long a phase takes relative to the other phases (this is a legacy option and is not recommended.)
- Percentage – If you select “hours” and ensure all phase hours add up to 100 – then the hours act as a percentage. i.e. 25 hours would be 25% of the project.