It is possible to calculate the average progress of an action plan based on the progress of its constituent tasks. To do this, you need to configure it in the administration of your application:
- Go to Administration > Initiative management > Initiative management settings
- Under the "Implementation" section, for the "Task" field, select "Start Date/End Date" as a required field
- Still under the "Implementation" section, in the "Action Plan" subsection, select "Average of the progress of each task, based on its duration"
- Click "Save" at the bottom of the form to save your changes
Note: By choosing this method, any tasks without start or end dates will be excluded from the calculation of the action plan progress.
Several methods are offered:
- Average of the progress of each task
The progress of the action plan is a simple average of the progress of each task. There is no weighting, and each task has the same weight in the average calculation. - Average of the progress of each task, based on its duration
In the overall progress calculation, each task is weighted according to its duration. This means that a longer task has a greater impact on the overall progress than a shorter task. This calculation method requires each task to have a start and end date, so it is only available if the "Dates" fields have been marked as mandatory. Tasks without these two dates filled in will be excluded from the calculation of the overall progress of the action plan. - Average of the progress of each task, based on its estimated workload
In this method, the estimated effort specified for each task determines its weight in the overall progress calculation. This calculation method requires each task to have an estimated effort filled in, so it is only available if the "Estimated workload" field has been marked as mandatory. Tasks without an estimated workload will be excluded from the calculation of the overall progress of the action plan.