Calculating Job Progress

Calculating and tracking job progress is essential not only for Resource planning, calculating work in progress values but also for claim submissions. QicWorks uses percentage complete to calculate Job Progress, and now administrators have the flexibility to select how they wish to calculate their Job Progress.

Percentage Complete is the relationship between services preformed to date in comparison to the overall performance to date.

We recommend that on account setup, administrators select how they wish to calculate percentage complete, either by User input (Shift reports), actual costs to date, completed tasks or earned duration. While QicWorks allows administrators to change this setting at any time, we do not recommend you do it, as your historical job management data will be recalculated. (Values as set on locked Shift Reports will remain the same, as these are a snapshot in time.)

Choose from Manual, Actual Costs, Completed Tasks or Earned Duration.

Only 1 method can be selected

Navigation  

Click on   Business    from the main menu, then click on   Settings   . From the Work Settings menu click on    Job & Task Settings   .  Then click on  Calculating Job Progress. 

Task Category Management Table

Navigate to Job Progress to select your calculation method

A     Navigation Breadcrumbs: Click on hyperlinks to jump to that screen. 

B    Toggle Page Width: Click to increase or decrease the page width. 

C     Navigation Menu: Click navigate to other Job & Task Settings.

D     Progress Method: Click to select how you wish to calculate Job Progress.

E      Save & Cancel buttons.

Don't forget to click Save to save your changes.  

Job Progress Method Details 

The following methods are available for calculating Job percentage complete.

Manual (User Input)

This method is useful if you want to allow your users to just manually enter each task's % complete value. The Job's % complete is automatically calculated by summing the % complete values of its immediate tasks and dividi ng by the number of those tasks.

Auto Calculated (Actual Cost) 

This method uses the jobs cost, the % complete value is calculated as the task's Actual Cost divided by the sum of Estimated Actual cost and Cost to Complete. Even if you do not have the % complete method configured on your jobs and tasks, this calculation is always available for reporting; it requires no manual entry and is simply available to be shown in job and task details as well as reports.

Auto Calculated (Completed Tasks)

Use this method if you want to simply evaluate the job's progress by having the system calculate the jobs % complete based on how many available tasks are completed without having to manually enter any values. Whenever a task is not marked as “Complete”, its % complete is 0%. When the task is marked as “Complete”, ten its % complete is 100%. The job's % complete is automatically calculated as the total number of completed tasks divided by the total number of available tasks.

Auto Calculated (Earned Duration) 

This method uses the task's duration value as a non-editable relative weight value when calculating the % Complete (relative weight value is based on actual resources hours over time from the job schedule and or tasks). It is useful when you want to have a task duration contribute to the overall job % complete.

For more information about the QicWorks Schedule see: Job Schedule

For information about how to enter percentage complete on a Shift Report  see: Action: Create a Shift Report and/or APP Action: Create a Shift Report 

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