Capture % Complete on a specific date

Hi Kellie,

One out of the box approach would be to periodically a baseline of the Project(s) that contain such tasks, which would capture both the overall Project % Complete, and each underlying Task % Complete "on that date". With those in hand, were you to also mark the Baseline as default (or filter for the Baseline that matches "that date"), you can then pull the Task % Complete of interest. Taking Baselines is easy, but manual, so depending on how many and how often, I invite you to consider our Create Baselines solution, which can be scheduled (e.g. weekly) against a filter of those projects of interest (e.g. those with a status of "CUR").

Alternatively (albeit recklessly)...if all you really need is the % Complete on certain Tasks at a certain point in time, if you were to add a Custom Calculated parameter (e.g. "Latest Percent Complete") to (only) such Tasks, on the day you need Fresh Stats, you could:

• BLANK the formula out and "Update Existing Data" to clear the old values,
• (Recommended) examine a few samples to confirm the clear worked
• UPDATE the formula (back) to =IF(ISBLANK({Latest Percent Complete}),{percentComplete},{Latest Percent Complete}) to "lock" the value on that date
• (Recommended) examine a few samples to confirm the calculation worked
• Report off the Latest Percent Complete as needed
• Rinse and repeat as desired

If you decided to proceed with either, I'm interested to hear how it turned out (and curious as to why you chose the one you did).

Regards,

Doug

cc: note to self @doug_den_hoed__atappstore