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Updated by Parimal Satyal over 1 year ago
#### **Context**
With feature ###52233, we are now making it possible to input and % Complete manually again without requiring Work or Remaining work values to be entered. This will be a net positive for users who were dissatisfied with the breaking changes in 14.0 (feedback: ###55370).
However, it is still not possible to hierarchy totals for _% Complete_ without also entering _Work_ for each child. A lot of our users don't use Work but still want totals. This feature will make this possible.
#### Acceptance criteria
* Under Administration → Work packages,
* The _Work package settings_ page is renamed to '**General**_**'**_
* There is a new page called '**Progress tracking**' listed right under 'Status'
* The new Progress tracking page is Primerised:
* The **Progress calculation** setting is moved here and renamed **"Progress calculation mode**"
* Option 1: **Work-based** (default)
* Guideline text when selected: "**In work-based mode**, _% Complete_ can be freely be set to any value. If you optionally enter a value for _Work,_ _Remaining work_ will automatically be derived."
* Option 2: **Status-based**
* Guideline text when selected: "**In status-based mode**, each status has a _% Complete_ value associated with it. Changing status will change _% Complete._"
* These two options will continue to work as they do right now; the only change is that the setting is now in a separate page.
* There is a new setting called "**Calculation of % Complete hierarchy totals**" with two options:
* Option 1: **Simple average** (default)
* Guideline text when selected: "_Work_ is ignored and the _total % Complete_ will be a simple average of _% Complete_ values of work packages in the hierarchy."
* Option 2: **Weighted by work** (default)
* Guideline text when selected: "The _total_ _% Complete_ will be weighted against the _Work_ of each work package in the hierarchy. Work packages without _Work_ will be ignored."
* Weighted by work will continue to work as it does today:
* The total of _% Complete_ will be weighted with the value of _Work_ (as a cofficient of each work package's _% Complete_ value).
* If a work package does not have a value for _Work_, it is ignored in the calculation of _% Complete_ totals for that hierarchy.
* Simple average will work in a more straightforward manner; it was ignore the values of _Work_ (which becomes an optional field that does not affect _% Complete_ totals).
* The total of a parent includes values of direct children _and_ its own value (in both modes).
* In Work-based mode, the parent's only value is only taken into account if _Work_ also exists.
* In Simple average mode, the parent's value is included as if it were another line in the calculation of the total.
* Because Weighted by work is default, nothing will automatically change when upgrading to a new version. The admin will simply now have an additional choice to select Simple average.
* There is a new setting called "**% Complete when status is closed"** with two options:
* Option 1: **% Automatically set to 100%** (default)
* Guideline text when selected: "A closed work package is considered complete._"_
* Option 2: **No change**
* Guideline text when selected: "The value of % Complete will not change even when a work package is closed._"_
* When "Status-based" mode is selected:
* The next two fields ("Calculate % Complete hierarchy totals" and "When a work pagage is closed, % Complete should") should be disabled.
#### Out of scope
* Type-level settings
* Project-level settings
#### Archived open point
##### ~~**Problem**~~
~~Currently, as is implemented and specified today, the totals for % Complete (in a hierarchy)~~ _~~only~~_ ~~take into account work packages with Work. This is because the total is a weighted average, weighted by Work. This makes it easier to have a more accurate % Complete, but does not work when:~~
* ~~Users only have Work estimates for~~ _~~some~~_ ~~of the work packages in the hierarchy~~
* ~~Users don't have Work estimates at all and are manually reporting progress~~
~~Some users are already communicating to us that they rely on % Complete totals and would like this without work.~~
~~Christophe and I think this is important too. The lack of flexibility will continue to cause frustration to our users.~~
##### ~~**Potential Solutions**~~
~~We have identified three main ways to solve the issue:~~
<figure class="table op-uc-figure_align-center op-uc-figure"><table class="op-uc-table"><tbody><tr class="op-uc-table--row"><td class="op-uc-table--cell" style="width:140px;"><p class="op-uc-p"></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><s><strong>Solution</strong></s></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><s><strong>Advantages</strong></s></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><s><strong>Disadvantages</strong></s></p></td></tr><tr class="op-uc-table--row"><td class="op-uc-table--cell" style="width:140px;"><p class="op-uc-p"><s><strong>A: Simple average</strong></s></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><s>Make % Complete a simple average of all child work packages, regardless of Work</s></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><s>Easy to understand, consistent behaviour. Works even if Work/Remaining work are not set.</s></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><s>% Complete no longer scales to different effort levels. A task that takes 40 hours has the same weight as one that takes 40 days.</s></p></td></tr><tr class="op-uc-table--row"><td class="op-uc-table--cell" style="width:140px;"><p class="op-uc-p"><s><strong>B: User setting</strong></s></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><s>Keep % Complete a weighted average but use a "default" work value for those work packages that don't have it.</s></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><s>Works also in cases where Work is set in some but not other children work packages. If </s><i><s>none</s></i><s> have work, then becomes a simple average (?)</s></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><s>What should the "default" Work be for those children where Work is not set. An average? Difficult to understand, calculation less transparent.</s></p></td></tr><tr class="op-uc-table--row"><td class="op-uc-table--cell" style="width:140px;"><p class="op-uc-p"><s><strong>C: Manual mode</strong></s></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><s>Let users choose between "Simple" and "Weighted" mode. Essentially, introduce a third mode called "Manual progress", in which the % Complete is simply completely independent of Work and Remaining work.</s></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><s>Users have full control and can chose between pre-14.0 behaviour and current behaviour. The setting only has to be set by the admin once. </s></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><s>More work. Need to create a new mode and, in that new mode, undo the display of the pop-over (since the % Complete field would be independent and no longer tied to Work and Remaining work). </s></p></td></tr></tbody></table></figure>
~~**Question**~~
~~Which approach should we take?~~
With feature ###52233, we are now making it possible to input and % Complete manually again without requiring Work or Remaining work values to be entered. This will be a net positive for users who were dissatisfied with the breaking changes in 14.0 (feedback: ###55370).
However, it is still not possible to hierarchy totals for _% Complete_ without also entering _Work_ for each child. A lot of our users don't use Work but still want totals. This feature will make this possible.
#### Acceptance criteria
* Under Administration → Work packages,
* The _Work package settings_ page is renamed to '**General**_**'**_
* There is a new page called '**Progress tracking**' listed right under 'Status'
* The new Progress tracking page is Primerised:
* The **Progress calculation** setting is moved here and renamed **"Progress calculation mode**"
* Option 1: **Work-based** (default)
* Guideline text when selected: "**In work-based mode**, _% Complete_ can be freely be set to any value. If you optionally enter a value for _Work,_ _Remaining work_ will automatically be derived."
* Option 2: **Status-based**
* Guideline text when selected: "**In status-based mode**, each status has a _% Complete_ value associated with it. Changing status will change _% Complete._"
* There is a new setting called "**Calculation of % Complete hierarchy totals**" with two options:
* Option 1: **Simple average**
* Guideline text when selected: "_Work_ is ignored and the _total % Complete_ will be a simple average of _% Complete_ values of work packages in the hierarchy."
* Option 2: **Weighted by work** (default)
* Guideline text when selected: "The _total_ _% Complete_ will be weighted against the _Work_ of each work package in the hierarchy. Work packages without _Work_ will be ignored."
* Weighted by work will continue to work as it does today:
* The total of _% Complete_ will be weighted with the value of _Work_ (as a cofficient of each work package's _% Complete_ value).
* If a work package does not have a value for _Work_, it is ignored in the calculation of _% Complete_ totals for that hierarchy.
* Simple average will work in a more straightforward manner; it was ignore the values of _Work_ (which becomes an optional field that does not affect _% Complete_ totals).
* The total of a parent includes values of direct children _and_ its own value (in both modes).
* In Work-based mode, the parent's only value is only taken into account if _Work_ also exists.
* In Simple average mode, the parent's value is included as if it were another line in the calculation of the total.
* Because Weighted by work is default, nothing will automatically change when upgrading to a new version. The admin will simply now have an additional choice to select Simple average.
* Option 1: **% Automatically set to 100%** (default)
* Guideline text when selected: "A closed work package is considered complete._"_
* Option 2: **No change**
* Guideline text when selected: "The value of % Complete will not change even when a work package is closed._"_
* When "Status-based" mode is selected:
* The next two fields ("Calculate % Complete hierarchy totals" and "When a work pagage is closed, % Complete should") should be disabled.
#### Out of scope
* Type-level settings
* Project-level settings
#### Archived open point
##### ~~**Problem**~~
~~Currently, as is implemented and specified today, the totals for % Complete (in a hierarchy)~~ _~~only~~_ ~~take into account work packages with Work. This is because the total is a weighted average, weighted by Work. This makes it easier to have a more accurate % Complete, but does not work when:~~
* ~~Users only have Work estimates for~~ _~~some~~_ ~~of the work packages in the hierarchy~~
* ~~Users don't have Work estimates at all and are manually reporting progress~~
~~Some users are already communicating to us that they rely on % Complete totals and would like this without work.~~
~~Christophe and I think this is important too. The lack of flexibility will continue to cause frustration to our users.~~
##### ~~**Potential Solutions**~~
~~We have identified three main ways to solve the issue:~~
<figure class="table op-uc-figure_align-center op-uc-figure"><table class="op-uc-table"><tbody><tr class="op-uc-table--row"><td class="op-uc-table--cell" style="width:140px;"><p class="op-uc-p"></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><s><strong>Solution</strong></s></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><s><strong>Advantages</strong></s></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><s><strong>Disadvantages</strong></s></p></td></tr><tr class="op-uc-table--row"><td class="op-uc-table--cell" style="width:140px;"><p class="op-uc-p"><s><strong>A: Simple average</strong></s></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><s>Make % Complete a simple average of all child work packages, regardless of Work</s></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><s>Easy to understand, consistent behaviour. Works even if Work/Remaining work are not set.</s></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><s>% Complete no longer scales to different effort levels. A task that takes 40 hours has the same weight as one that takes 40 days.</s></p></td></tr><tr class="op-uc-table--row"><td class="op-uc-table--cell" style="width:140px;"><p class="op-uc-p"><s><strong>B: User setting</strong></s></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><s>Keep % Complete a weighted average but use a "default" work value for those work packages that don't have it.</s></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><s>Works also in cases where Work is set in some but not other children work packages. If </s><i><s>none</s></i><s> have work, then becomes a simple average (?)</s></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><s>What should the "default" Work be for those children where Work is not set. An average? Difficult to understand, calculation less transparent.</s></p></td></tr><tr class="op-uc-table--row"><td class="op-uc-table--cell" style="width:140px;"><p class="op-uc-p"><s><strong>C: Manual mode</strong></s></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><s>Let users choose between "Simple" and "Weighted" mode. Essentially, introduce a third mode called "Manual progress", in which the % Complete is simply completely independent of Work and Remaining work.</s></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><s>Users have full control and can chose between pre-14.0 behaviour and current behaviour. The setting only has to be set by the admin once. </s></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><s>More work. Need to create a new mode and, in that new mode, undo the display of the pop-over (since the % Complete field would be independent and no longer tied to Work and Remaining work). </s></p></td></tr></tbody></table></figure>
~~**Question**~~
~~Which approach should we take?~~