Manage work package progress tracking

To manage the settings for progress tracking in work packages, navigate to Administration → Work packages → Progress tracking.

Progress tracking settings under OpenProject administration

Progress calculation mode

Progress calculation mode lets you select between work-based and status-based modes.

  • Work-based mode: % Complete is either set manually or is automatically calculated based on Work and Remaining work, if they exist. Please refer to progress tracking user guide for more details and calculation examples.
  • Status-based mode: you will have to define fixed % Complete values for each work package status, which will update automatically when team members update the status of their work packages.

Nota

When switching progress calculation mode from one to another, you will see a warning message.

  • Changing progress calculation mode from work-based to status-based will result in all existing % Complete values to be lost and replaced with values associated with each status. Existing values for Remaining work may also be recalculated to reflect this change. This action is not reversible.

  • Changing progress calculation mode from status-based to work-based will make the % Complete field freely editable. If you optionally enter values for Work or Remaining work, they will also be linked to % Complete. Changing Remaining work can then update % Complete.

Warning message when changing progress calculation mode in OpenProject administration

Calculation of % Complete hierarchy totals

Calculation of % Complete hierarchy totals lets you determine how the values of the % Complete will be calculated in work package hierarchies.

  • Weighted by work: The total % Complete will be weighted against the Work of each work package in the hierarchy. Work packages with no Work values are not included into the calculation.

  • Simple average: The total % Complete is calculated by averaging the % Complete values of all work packages, regardless of their Work values. Work is not factored into the calculation.

% Complete when status is closed

% Complete when status is closed lets you chose what happens to % Complete when you close a work package (even in the work-based mode).

  • No change - if you select this option, the value of % Complete will not change even when a work package is closed.
  • Automatically set to 100% - if you select this option, work package will be considered complete when closed.