News from the Product Desk: Significant changes to progress and work estimates
Important: In one of our future releases, the way that progress and work estimates are tracked and calculated will change in a significant manner. Some previously-entered values might be changed on update. We would like to inform you of these changes in advance so that you can take precautions if necessary. Please read this article to understand the changes and how they affect you, particularly if you are currently using OpenProject to track progress. Please also note that our development process is agile and may change after the time of publication of this article.
At OpenProject, our goal has always been to help teams and organizations work better and more productively. Over the years, we have added new features such as an integration with Nextcloud and with OneDrive, the ability to share work packages, dynamic meetings, baseline comparison and incremental optimizations (improved date picker, PDF export, project lists). Our priorities are governed by our strategic roadmap but also in major part by user feedback.
Our users have requested that we update the way progress is calculated because it is inconsistent in the current version. This is especially evident for parent work packages whose values for % Complete are affected by those of the children.
Zusammenfassung
If you are using OpenProject to track progress and work estimates, we highly recommend reading the whole article. However, here are the key changes coming with a future version of OpenProject:
- % Complete will be an automatically calculated (non-editable) attribute based on Work
- In status-based progress reporting, Remaining work will be automatically calculated
- Administrators will be able to exclude certain work packages from hierarchy totals of Work, Remaining work and % Complete
- Updating might result in data loss or modification in certain cases
Changes to progress reporting
In OpenProject 13.2, we introduced some important changes in the names of three fields:
| Alter Begriff | Neuer Begriff |
|---|---|
| Fortschritt | % abgeschlossen |
| Geschätzter Aufwand | Aufwand |
| Verbleibende Zeit | Verbleibender Aufwand |
In an upcoming version, we are changing how % Complete is set for work packages.
Aufwandbasierte Fortschrittsberichte
Previously, % Complete was by default a field that could be manually edited. This is no longer the case. With an upcoming version of OpenProject, % Complete is an automatically calculated value that is a function of Work and Remaining work (unless % Complete is configured to be set by status, see below).
% abgeschlossen ist der geleistete Aufwand (Aufwand - Verbleibender Aufwand) geteilt durch Aufwand, ausgedrückt in Prozent. For example, if Work is set at 50h and Remaining work is 30h, this means % Complete is (50h-30h)/50h)) = 40%. Bitte beachten Sie, dass diese Berechnungen unabhängig sind und nichts mit dem Wert von Gebuchte Zeit zu tun haben (der auf der tatsächlich erfassten Zeit basiert).
Das bedeutet, dass für ein Arbeitspaket, das einen Wert für % abgeschlossen haben soll, sowohl Aufwand als auch verbleibender Aufwand eingestellt sein müssen. Wenn Sie auf einen der drei Werte klicken, um ihn zu ändern, wird das folgende Popup-Fenster angezeigt, um diese Verknüpfung klar und transparent zu machen:
Auf diese Weise können Sie Aufwand oder verbleibender Aufwand bearbeiten und eine Vorschau des aktualisierten Wertes % abgeschlossen erhalten, bevor Sie die Änderungen speichern.
Hinweis: Wenn Sie einen Wert für Verbleibenden Aufwand eingeben, der höher ist als Aufwand, erhalten Sie eine Fehlermeldung, dass dies nicht möglich ist. You will have to enter a value lower than work to be able to save the new value.
Außerdem kann der Wert für Verbleibender Aufwand nicht entfernt werden, wenn ein Wert für Aufwand vorhanden ist. Wenn Sie die Verbleibender Aufwand löschen möchten, müssen Sie auch Aufwand löschen.
Statusbasierte Fortschrittsberichte
As with earlier versions, administrators can also choose to set progress based on status. In this mode, each status is associated with a fixed % Complete value, which can be freely updated by changing the status of a work package. Unlike in work-based progress reporting mode, when % Complete is tied to a status, Remaining work is an automatically calculated value that cannot be manually edited.
Verbleibender Aufwand ist Aufwand mal (100% - % abgeschlossen), ausgedrückt in Stunden. For example, if the % Complete for a selected status is 25% and Work is 20h, Remaining work is automatically set to 15h.
Im Modus Statusbasierte Fortschrittsberichte ist Aufwand kein erforderlicher Wert. Wenn jedoch Aufwand eingestellt ist, wird der verbleibende Aufwand automatisch berechnet. Wenn Sie auf einen der drei Werte klicken, um ihn zu ändern, wird das folgende Popup-Fenster angezeigt, um diese Verknüpfung klar und transparent zu machen:
So können Sie % abgeschlossen (durch Änderung des Status) oder Aufwand bearbeiten und eine Vorschau des aktualisierten verbleibenden Aufwands erhalten, bevor Sie die Änderungen speichern.
Note: In the upcoming version, statuses cannot have an empty % Complete values in status-based progress reporting mode.When upgrading, all statuses that do not have a value will take the default value of 0%.
No longer possible to disable the % Complete field
There is currently an option available in Administrator settings to disable the % Complete field, which simply hides it and makes it unavailable as a filter criterion.
In a future version, when the % Complete is no longer an independent attribute but linked with Work and Remaining work, it will no longer be possible to disable it. If you were using this feature, your instance will automatically default to work-based progress calculation, with the % Complete fields unset. If you do not want to use the % Complete field, you can simply not add it as a column in table view. However, it will still be visible when editing the Work or Remaining work fields since the three will be interlinked.
In the future, we might re-introduce different progress calculation modes (including the ability to disable the feature altogether) at a project-level, where we think it will be more useful, in a future release.
Changes to hierarchy totals
OpenProject version 13.3, we introduced hierarchy totals for the % Complete field for work packages with children, similar to those available for the Work and Remaining work fields. This appears in a work package table as a number with a Σ sign next to the % Complete value for that work package.
Please note: The total % Complete value of a hierarchy is a weighted average tied to Work. For example, a feature with Work set to 50h that is 30% done will advance the sum of % Complete of the parent more than a feature with Work set to 5h that is 70% done.
Excluding certain work packages from sums
In some cases, you might want to exclude certain work packages (like those with status rejected) from sum calculations of the parent. When the mentioned changes will be released, you can go to the Administration settings for any status and check a new option called “Exclude from calculation of totals in hierarchy”. All work packages with this status will then be excluded when calculating the sum value for the parent (for all fields: Work, Remaining work and % Complete).
A small info icon will appear next to excluded values to remind you of this fact:
How the migration to the version covered by the changes could affect you
We understand that some users might have questions about how their current setup will adapt to these changes, and what the migration path looks like. If you are currently using OpenProject to track progress and work estimates, please review the four cases below to see if and how the migration to the version with the mentioned changes will affect you.
Note: Upgrading to the corresponding version might result in data loss in certain cases that are outlined below. To avoid loss of data that is manually input, please follow the instructions for each case.
The following cases concern the fields Work, Remaining work and % Complete.
Case 1: One out of the three values is missing
If one value (out of Work, Remaining work and % Complete) was missing, it will automatically be derived and set based on the other two existing values.
For example, if Remaining work was missing:
| Field | Previous values | Updated Values |
|---|---|---|
| Aufwand | 10 h | 10 h |
| Verbleibender Aufwand | 9.5 h | |
| % Abgeschlossen | 5% | 5 % |
Or if Work was missing:
| Field | Previous values | Updated values |
|---|---|---|
| Aufwand | 10 h | |
| Verbleibender Aufwand | 9.5 h | 9.5 h |
| % Abgeschlossen | 5% | 5 % |
Or % Complete was missing:
| Field | Previous values | Updated values |
|---|---|---|
| Aufwand | 10 h | 10 h |
| Verbleibender Aufwand | 9.5 h | 9.5 h |
| % Abgeschlossen | 5 % |
Case 2: Remaining work was higher than Work
Remaining work cannot be higher than Work. However, since it was possible in earlier versions to enter a higher value, one of two things will happen on migration to the corresponding version:
If % Complete was also missing, the new value for Remaining work will the same as Work, which means % Complete will be set to 0%.
| Field | Previous values | Updated values |
|---|---|---|
| Aufwand | 10 h | 10 h |
| Verbleibender Aufwand | 20 h | 10 h |
| % Abgeschlossen | 0% |
If there was a value entered for % Complete, Remaining work is calculated based on that and Work.
| Field | Previous values | Updated values |
|---|---|---|
| Aufwand | 10 h | 10 h |
| Verbleibender Aufwand | 20 h | 9.5 h |
| % Abgeschlossen | 5 % | 5 % |
If you would like to avoid automatic recalculation or deletion of Remaining work, please make sure that the value for Remaining work is always lower or equal to Work for all work packages before updating.
Note: If only one of the two values between Work or Remaining work was set (without % Complete) pre-migration, the other one will simply take the same value. For example, if pre-migration, Work was 10h, and Remaining work and % Complete were empty, then post-migration, Work will remain 10h, Remaining work will also be 10h and % Complete will be 0%.
Case 3: Work and Remaining work values are inconsistent with % Complete
If all three values exist but they are inconsistent, the value for % Complete is recalculated based on Work and Remaining work. Zum Beispiel:
| Field | Previous values | Updated values |
|---|---|---|
| Aufwand | 10 h | 10 h |
| Verbleibender Aufwand | 8 h | 8 h |
| % Abgeschlossen | 50 % | 20 % |
If you would like to avoid automatic recalculation, please make sure that the existing values for % Complete are consistent with the values for Work and Remaining work before updating.
Case 4: Only % Complete was set, Work and Remaining work were not set
If a work package only had the % Complete field set (and the Work and Remaining work fields were empty), this value is retained as-is and unaffected by the upgrade to the corresponding version.
However, because % Complete will be read-only and calculated based on Work (in work-based progress reporting mode), you will no longer be able to edit this value directly. Instead, you will first have to enter a value for Work, which will derive Remaining work based on the existing value for % Complete.
Your feedback
What do you think of the upcoming changes? Do you think they make OpenProject more useful for you and your team when it comes to tracking and reporting progress? Do you use status- or work-based progress reporting?
Whether you are excited about the changes, have questions about it or are concerned how the changes affect your workflow, we would love to hear from you. As an open-source company, our design and development work is also done in the open; you are welcome to write a comment directly on the Feature page (you need to create an account in our Community instance if you don’t have one yet).
Danksagungen
We would like to thank BMI, the German Ministry of the Interior (Bundesministerium des Innern und für Heimat) for sponsoring work on these updates.
