Is there a native way to calculate the percent of ...
# general
l
Is there a native way to calculate the percent of completion based on estimated costs and use it in ARM? It seems that the answer is no. Do we have to script it via the Percent Complete Override subtab of the Project record?
a
I've done this using saved searches and workflows
l
Ohh so you can set the Percent Complete Override using workflows (with no WAS)?
Or you're not using that subtab at all?
a
Not sure what WAS is I made a search comparing cost budgets to actual cost and used a WF to source that into the percent complete field
Or do you mean WBS. If so. No I do not use the WBS tab
l
Sorry I meant workflow action script
Is that automatically picked up by the ARM module?
a
Yes it is then picked up in ARM I did not need a custom WFA. Just a regular set field value trigger
l
It sounds like you're using the Rev Rec Override Percent Complete field and not the Percent Complete Override where you get to select the Accounting Period and the corresponding cumulative percent complete?
a
Oh yes...sorry it was the Rev Rec Override field that I was talking about
l
Thanks a lot. I'll probably go to that route anyway since the sublist isn't exposed. So, if I understand it correctly, 1. Create a saved search to calculate the percent complete. 2. Store that in a custom field (Stored Value is unchecked). 3. Use Set Value Field action in a WF to copy that to the standard Rev Rec Override Percent Complete field. Is this correct?
a
Yep that is it
l
Thanks for all your help!