Units of Measurement
In scalenow AI,Work and Remaining Work can be tracked in hours or days, as set by the administrator.
Users can input values flexibly, such as “2.5h” for 2 hours and 30 minutes or “6d” for 6 days.
By default, a workday is 8 hours, though this can be customized. scalenow AI ensures accurate data entry with a variety of valid formats.
Reporting Modes
scalenow AI, offers two modes for tracking progress:
Work-Based Progress Reporting: Automatically calculates % Complete based on Work and Remaining Work values, or allows manual input for % Complete. If only one or two fields are set, the system derives the third value automatically.
Status-Based Progress Reporting: Associates fixed % Complete values with task statuses, such as “In Progress” (30%) or “Implemented” (100%), and calculates Remaining Work automatically based on Work and status.
Work-Based Progress Reporting.
Work-Based Reporting is best for projects requiring dynamic, flexible, and detailed tracking, especially when task effort varies, scope changes, or accurate work-time metrics are needed. In contrast, Status-Based Reporting is ideal for simpler, predefined workflows with fixed progress milestones.
This mode calculates progress based on Work, Remaining Work, and % Complete values.
Automatic Calculations:
scalenow AI enables efficient sharing and extraction of data by interpreting and processing human language.
- If you input two of the three fields (Work, Remaining Work, % Complete), the third field is automatically derived.
- Example: If Work is 50h and Remaining Work is 30h, % Complete is calculated as (50h - 30h) / 50h = 40%.
Manual Input:
Log your time spent on work packages effortlessly in scalenow AI.
You can manually input % Complete without entering values for Work or Remaining Work.
If no Work or Remaining Work is set, % Complete remains editable but independent.
Dynamic Updates:
scalenow AI calculates fields automatically
Changing one field updates the others. For example, increasing Work will increase Remaining Work proportionally, while adjusting % Complete recalculates Remaining Work.
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Calculation Logic in scalenow AI
When No Field Is Set
If none of the three fields (% Complete, Work, or Remaining Work) have values, the first field you populate determines how the others are calculated:
- Entering % Complete: No changes occur in Work or Remaining Work; they remain empty.
- Entering Work: Remaining Work is automatically set to match the Work value, and % Complete is set to 0%. These can be cleared manually if needed.
- Entering Remaining Work: Work is automatically set to match the Remaining Work value, and % Complete is set to 0%. These can also be cleared manually.
When One Field Is Set
If one field already has a value, adding a value to a second field automatically calculates the third:
- Work + % Complete: Remaining Work is calculated.
- Remaining Work + % Complete: Work is calculated.
- Work + Remaining Work: % Complete is calculated.
Notes:
- Remaining Work > Work: This results in an error; Remaining Work must be equal to or less than Work to proceed.
- % Complete = 100% with Remaining Work > 0: This is not allowed; Remaining Work must be 0 when % Complete is 100%.
When All Fields Are Set
Changes to any one field update the others dynamically:
- Increasing Work: Remaining Work increases by the same amount, updating % Complete accordingly.
- Decreasing Work:
- If Work is reduced, Remaining Work is lowered by the same amount.
- If the reduction exceeds Remaining Work, Remaining Work is set to 0, and % Complete is updated to 100%.
- Changing Remaining Work: Updates % Complete.
- Changing % Complete: Updates Remaining Work.
This logic ensures consistency and accuracy across all related fields, simplifying progress tracking and management.
Status-Based Progress Reporting
This mode links progress to task statuses, allowing % Complete to be automatically set based on predefined values for each status.
Status-Based Reporting is an excellent choice for fixed projects with clear phases, predefined deliverables, and structured workflows. It simplifies progress tracking, ensures consistency, and keeps the project aligned with its fixed scope, budget, and timeline.
If the project involves dynamic changes, ad-hoc tasks, or varying workflows, Work-Based Reporting may be more suitable, as it provides greater flexibility in tracking progress.
Fixed % Complete by Status:
scalenow AI allows teams to track progress based on task statuses, with predefined values for % Complete linked to each status. This method simplifies progress tracking and ensures consistency across projects.
- Each status (e.g., "In Progress," "Completed") is assigned a fixed % Complete value by the administrator.
- Example: "New" = 0%, "In Progress" = 30%, "Completed" = 100%.
Hierarchy totals
Aggregated view of progress metrics across parent and child work packages in a project. Hierarchy totals provide a summarised overview of Work, Remaining Work, and % Complete for tasks organized in a hierarchical structure.
Combined values displayed
In scalenow AI, hierarchy totals automatically display the combined values for Work, Remaining Work, and % Complete within a work package hierarchy (parent and child tasks).
These totals appear in the work package table, marked with a Σ symbol to indicate the aggregated values of the parent and its associated children.
Methods for Hierarchy Totals
scalenow AI provides two methods for calculating % Complete in hierarchy totals:
Weighted by Work:
- The total % Complete for a hierarchy is a weighted average based on the Work values of child tasks.
- For example, a task with 50h of Work and 30% completion will contribute more to the parent’s total than a task with 5h of Work and 70% completion.
Simple Average:
- This method disregards Work and calculates the total % Complete as a simple average of the completion percentages of child tasks.
- For each child, the % Complete value used is either its total completion (if it has children), its individual value (if it has no children), or 0% if no value is set.
Excluding Certain Work Packages
scalenow AI offers a solution whereby In specific scenarios, you may want to exclude certain work packages (e.g., those marked as "Rejected") from the parent’s total calculations. Administrators can configure this by navigating to the Administration settings for a status and enabling the “Exclude from calculation of totals in hierarchy” option.
Once enabled, all work packages with this status will be excluded from the totals for Work, Remaining Work, and % Complete in the hierarchy.
An info icon will appear next to excluded values as a reminder of this configuration.
Changing Progress Calculation Modes
When an administrator switches the progress calculation mode between Work-Based and Status-Based, the % Complete values may go through a transitional adjustment.
Switching from Work-Based to Status-Based
- The previous % Complete value will be replaced by the value associated with the current status of the work package.
- Two scenarios may occur:
- If Work was already set, it will remain, and Remaining Work will be recalculated based on the new values.
- If Work was not set, both Work and Remaining Work will remain empty.
Switching from Status-Based to Work-Based
- In Status-Based mode, work packages can have a % Complete value (defined by their status) without any values for Work or Remaining Work.
- After switching to Work-Based mode:
- The existing % Complete value from the status will be retained.
- The % Complete field will become editable, and you can optionally add values for Work and Remaining Work.
- Any changes to Remaining Work will automatically update % Complete based on the new values.
This flexibility ensures that progress tracking adapts seamlessly when switching between modes.