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Khalid0090's avatar
Khalid0090
Copper Contributor
Jun 04, 2023

Portfolio and Program overall progress

Hello,

I hope everyone is doing well.

 

I know this question might not be in the right place but I really need help. I would like to know how can I determine the overall progress (in %) of a portfolio consisting of multiple programs inside each program, there are several projects and these projects and programs may depend on each other. Is there any methodology I can apply to measure the progress (it's ok if it's not highly precise). I have reached to one method which is the weighted average but is there any other method? An example (or a reference) on how to implement it will help a lot.

Thanks.

1 Reply

  • John-project's avatar
    John-project
    Silver Contributor
    Jun 04, 2023
    Khalid0090,
    It would be useful to know what configuration of Project you are using. For example, is it Project Online, Project Server, just a portfolio of Project files, or something else. You also mention programs inside each program, what does that mean?

    As far as measuring progress a lot depends on what you need/want to measure in the way of metrics. For example, the Percent Complete field is duration based so it measures the passage of time. The Percent Work Complete field is work based so it measures effort. The Physical Percent Complete field is user based so it can measure whatever the user wants.

    A weighted average is generally always a good approach to accessing progress on multiple activities. It's basically how Project determines percent complete for summary lines. However, if the "output" for each project is a discrete entity (e.g. X many bricks produced or lines of code written) a simple metric using a count of items is a good method.

    That's my input, others may jump in with their thoughts.
    John

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