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prim37186:Global Change to assign a calculated Percent Complete

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Solution ID: prim37186
Global Change to assign a calculated Percent Complete
Status: Reviewed
Version(s): 4.0, 4.1, 5.0



Problem: Global Change to assign a calculated Percent Complete
Problem: How to use a User defined field as a variable to hold data for a Global Change?
Fix: The following Global Change is an example of creating a calculated Percent Complete.  In this case we want it to be Actual Cost (AC) / Budgeted Cost (BC).

It uses an Activity Level User Defined field as a variable to hold AC/BC because it then needs to be multiplied by 100.


To create the Activity Level User Defined field, do the following:


1.  Go to Enterprise, User Defined Fields.


2.  Make sure the subject area is Activities.  Select Add and give the new User defined field a name.  In this example, we called it “New Percent”.


3.  Set the Data Type for it to “Number”.



To set the calculated Percent Complete using Global Change, do the following:


1.  Go to Tools, Global Change.


2.  Select New.


3.  Enter a name for the Global Change and make sure the Subject Area is Activities.


4.  If a filter is required, enter that in the If section.  In the THEN section enter the following:


            <User defined field created above>  =  Actual Labor Cost (Can also use Total/Nonlabor/Material)  /  Budgeted Labor Cost
            Physical % Complete (Can also use Duration/Units) = <User defined field created above> * 100 (select the custom option)



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