We are a service based company, our quotes are based on hours. It is important the the effort quoted and assigned to resources per task does not change. Throughout delivery, we need the ability to accurately calculate the % complete in order to recognize revenue and for resource assignment.
Currently the % complete is calculated based on if the resource has met the hours per allocated to them on a task. However, this does not reflect if a task is actually complete (resources can complete tasks in under or over the hours allocated to them).
In order to have a true indication of what tasks have been completed, we currently go to the Tracking Tab and decrease or increase the remaining effort. This work around has caused user error because of having to go to another screen and find the task to make the change. We are proposing to have the ability to change the effort remaining on the task tab in order to make the adjustments we need for the business and to decrease user error.
Example 1:
Task X is assigned to Jane Smith with an effort of 4hours.
If Jane has completed the task in 2 hours, the % complete will show as 50% complete.
We need the ability on the task tab to change the effort remaining on the task to 0 hours, so that the % will show 100% complete.
Example 2:
Task X is assigned to Jane Smith with an effort of 4 hours.
If Jane requires 6 hours to complete the work, however has already submitted 4 hours, the % complete will show as 100% complete.
We need the ability on the task tab to change the effort remaining on the task to 2 hours, so that the % complete will show as 66% complete.