Analyzing percentage of completion

Use this procedure to perform an online analysis of the percentage complete for activities and account categories.

  1. Access Activity Percentage of Completion (AC65.1).
  2. Specify the activity parameters to be analyzed. Use these guidelines to specify the field values:
    Activity

    Specify an activity name. This is the activity for which you want to calculate percentage of completion. It can be a posting-level or summary-level activity.

    Date

    Specify the date for which you want to calculate percentage complete or gross margin.

    Budget Number

    Specify the budget as of which you want to calculate percentage complete or gross margin.

    Budget Type

    Select whether the budget type is amount or units.

    Calculate Over 100 Pct (Percent)

    Select whether or not to calculate percent complete over 100% for the activity. The default setting is No.

    Cost Account Category Group

    Select a cost account category group. This field is used to calculate actuals- or costs-to-date and total budget. If you leave this field blank, then the program uses all account categories with the type Cost.

    Cost to Complete

    Specify the cost to complete for the activity, or the cost remaining to expend the total budget.

    Percent Complete

    Specify the percentage of completion for the activity.

  3. To store the percentage of completion and revise it when actual conditions deviate from the plan, clickAccount Category Percent of Completion to access Percent Complete by Account Category (AC65.2). Revising the percentage of completion also revises the completion amount, or cost to complete.
    Note: Revisions in the percentage of completion may indicate changes to the budget are required.

Related reports and inquiries

To Use
Calculate percentage of completion for activities, activity groups, and account categories Percent Complete Calculation (AC165)