Indicating Progress in Completing a Task

Any task assignee can use the following steps to update the % Complete and enter an actual finish date, including people assigned as owners, assignees, and reviewers.

The project owner and Project Leads can also update this information but must do so using the Edit Schedule page.

Before you begin: View your tasks. See Working with Tasks Assigned to You.
  1. From the Schedule Tasks page, on the toolbar, click Enable Edit .

    Critical tasks (those that cannot be delayed without affecting the project finish date) are identified in red. Completed tasks have an actual finish date listed.

  2. To change the % Complete for a task, choose a percentage from the list. It's best to only enter % Complete values for the lowest level subtasks only. The % Complete for a parent task is calculated based on the % Complete for its subtasks. This table summarizes the results of making % Complete changes.

    If you change from this %:

    To this %:

    The system:*

    0

    any percentage less than 100

    promotes the task to In Work.

    If the tasks parent task or project is not yet in the In Work state, the system promotes it to In Work.

    any percentage between 0 and 100

    any percentage between 0 and 100

    makes no change to the task's state

    any percentage

    100

    promotes the task to In Approval or Completed based on whether the "Needs Approval" attribute is set, respectively, to "Yes" or "No".

    100

    any percentage less than 100

    demotes the task to In Work.

    *All changes to % Complete roll up to the parent task and then to the project % Complete.

  3. To enter or edit an Actual End Date, click to the right of the field and choose the date from the calendar.

    The system promotes the task to Completed and changes the % Complete to 100.

  4. To remove an Actual End Date for a task (for example, if it was entered in error or more work needs to be done), change the % Complete for the task to reflect the amount of work that needs to be performed. The system removes the actual finish date and demotes the task to Active.
  5. To update multiple values, use the Mass Update tool on the toolbar.
  6. Click Save.