Update progress for individual activities
- Choose Project, Activities, then select the activity you want to update.
- Display Activity Details, then click the Status tab.
To update actual dates, mark the Started checkbox, then specify the actual start date in the Started field. If the activity is complete, mark the Finished checkbox, then specify the actual finish date in the Finished field.
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To update activities with Duration percent complete type, click the Remaining field and type the remaining number of workperiods needed to complete the selected activity. When you schedule or apply actuals, the actual duration is calculated as the total working time from the actual start date to the current data date (for in-progress activities) or to the actual finish date (for completed activities), using the activity’s calendar.
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To update activities with Physical percent complete type, type the physical percent complete and the remaining duration for the activity. If resources are assigned, you must also update each resource’s actual regular units.
- Repeat the previous steps for each activity you want to update.
Tips
- To automatically update actual units and costs when Duration percent complete is updated, you must mark the checkbox to Recalculate Actual Units and Cost when Duration % Complete Changes in the Calculations tab of Project Details.
- If you manually plan future period resource/role distribution in the Resource Usage Spreadsheet, the module updates progress for individual activities based on the manual values you enter for assignments. How?
- If you update activity progress by modifying Duration % Complete or Remaining Duration on the activity, the activity's actual units are updated using the manual remaining unit distribution when you apply actuals, as long as the project option 'Recalculate Actual Units and Cost when duration percent complete changes' (Project Details, Calculations tab) is marked.
- If you update activity progress by modifying the Remaining Units or Remaining Early Finish on the assignment, the activity's actual units are updated using the manual planned or budgeted unit distribution when you apply actuals, as long as the project option 'Recalculate Actual Units and Cost when duration percent complete changes' (Project Details, Calculations tab) is marked.
- If you update activity progress by modifying the Actual Units on the activity or assignment, manual future period planned or budgeted and remaining unit values are not updated when you apply actuals.
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