Due to the nature of heavy maintenance visits, numerous engineers and technicians will be involved with the performance and recording of work. Often, the floor manager has limited or no capability to determine the current progress and status of all the work being performed. With the progress calculation feature, you can monitor and control the contents of a maintenance visit at the work order level or the work order work task level. You can also provide actual details of the progress of the work.
Work progress templates are used to calculate the progress on work orders, based on the status of work order work tasks. Each template will contain a list of the valid work task statuses for which you can define progress as a percentage. The following table shows a list of the valid work task statuses and default progress percentages:
| Work Task Status | Cumulative Progress (%) |
| Cancelled | 0 |
| New | 0 |
| Under Preparation | 0 |
| Prepared | 0 |
| Released | 0 |
| Work Started | 0 |
| Work Done | 0 |
| Reported | 0 |
| Finished | 100 |
The default percentage values for all work task statuses except Cancelled
can be changed. When changing the progress values for work task statuses, the
percentage values for the New, Under Preparation, Prepared, Released,
Work Started, Work Done, Reported, and Finished statuses
must be in ascending order. For example, a progress template exists, with the
following percentage values: 10% for Released, 20% for Started
and 85% for Work Done. When changing the cumulative value for Started,
you will not be allowed to enter a value below 10% or above 85%.
The
percentage that should be used on each work task status is initially defined
in the work progress template. However, as the work progresses you will be able
to change the progress on work task so as to reflect the actual progress on
the particular work task.
It is possible to connect one or more progress templates to a work order site, and select one of these templates to be the default template for the site. The default template is used as the default for all work orders on the site, where it is used to calculate progress on work orders.
Initially, the work order will be updated with the default progress template for the work order site. The default template can be changed if needed.
Progress of the work order will be calculated based on the progress on the work task belonging to this work order. If the work order has a structure, progress will be calculated at each level considering the progress of each individual work order below and including that level. If the work order is connected to a project activity, the progress of the activity will be calculated based on the progress of the work orders connected to the activity. Note that progress percentage on the work tasks are either set by the progress template or entered manually.
It is possible to view progress on work tasks and work orders even if a progress template is not connected to the work order. At such instances,
This feature, available as a dialog box, can be used to add or change the template on a work order, work order structure and/or project, and calculate work progress. Following is a list of the functions that can be performed using this feature:
Initially, the progress of a work task is taken from the corresponding progress for the current work task status in the template connected to the work order. If a template is not connected to the work order, progress values will be retrieved from the default values on the work task status. Note that the Cancelled status will always have the percentage value 0%, which cannot be changed.
As the work progresses, it may be required to show this progress on the work task. This may be done by manually changing the given progress for the work task line. Due to this, different work tasks on the work order can show different progress values for the same work task status. However, note that when changing the status of a work task, the initial value for progress will be taken from the template connected to the work order. When manually changing the progress of a work task, you must make sure that the value entered is within the percentage of the preceding and following statuses. This is the same validation described under subheading Work Progress template above.
This section provides a general background to how calculation of progress on the work order is done. The actual calculation is given in detail in the next section.
As described already, the progress of the work order is calculated based on the progress of the work tasks belonging to the work order. Therefore, if the progress of a work task changes due to a status change, template change or by manually changing the progress, the progress of the work order is recalculated. The work progress is recalculated if new work tasks are added or removed or duration is changed on any of the work tasks. The calculated progress can be viewed on the work order. Note: Progress is recalculated using the Change Progress Template and Calculate Progress feature or through a scheduled job if this needs updating at a particular time.
If the work order is connected to a project activity, progress of the work order will be updated in IFS/Project as well. The calculated value is directly sent to IFS/Project and stored in project connections as the progress of the work order. This will be the same as the progress of the work order if all work tasks on the work order have durations defined. If this is not the case, the calculation for progress that to be stored in project connections, will exclude the work tasks that do not have duration.
If the work order is also in a structure, the progress at each level of the structure is regarded as the structure progress.
Furthermore, a scheduled job (using Database Task Schedule) is used to calculate the progress of all work orders, work order structures and to update projects correctly and in a timely manner. This scheduled job has two parameters, the name of the site(s) and the execution plan. It is possible to schedule the job as required, but initially its execution plan is set to run daily at midnight for all sites (i.e., the site name parameter will have % as its default value). When this scheduled job is executed, the progress at each level of the structure will be calculated for all work orders in structures that belong to the site(s).
For active work orders progress will be calculated as described below:
- If the work order is not in a structure, the progress of the work order = 100%,
- If the work order is in a structure, the reported time is considered during calculation. If the total reported hours is 0, then the progress is 0%. If the total reported hours is larger than 0, the progress is 100%.
| Calculated progress on a work order = total progress on all work tasks / total planned man hours for all work tasks |
Where, total progress on all work tasks = sum of (progress on the work task * total man hours for the work task)
Example A:
A work order has three work tasks with progress reported as shown below:
| Task No. | Status | Progress (%) | Planned Man Hours |
| 1 | Finished | 100 | 50 |
| 2 | Work Done | 90 | 60 |
| 3 | Started | 0 | 100 |
The calculated progress of this work order = (100*50 + 90*60 + 0*100) / (100
+ 60 + 50)
= 49.52%
If total man hours = 0 for some work tasks connected to the same work order (i.e., planned hours and planned quantity are not defined), the progress will be calculated as the task is weighted equally with all the other work tasks.
Example B:
A work order has six work tasks with progress reported as shown below:
| Task No. | Status | Progress (%) | Planned Man Hours |
| 1 | Started | 0 | 8 |
| 2 | Started | 0 | 100 |
| 3 | Work Done | 90 | 0 |
| 4 | Work Done | 90 | 60 |
| 5 | Finished | 100 | 0 |
| 6 | Finished | 100 | 50 |
Here, work task 1, 2, 4 and 6 together have a progress equal to: (8*0 + 100*0 + 60*90 + 50*100) / (8 + 100 + 60 + 50) = 47.71%
Work tasks 3 and 5 together have a progress equal to: (90 + 100) / 2 = 95%
Therefore, the calculated progress of this work order = 47.71*4/6 + 95*2/6 = 63.48%
This calculation is similar to the calculation of progress for a work order. Here too, work orders in the Cancelled status are ignored in the calculation.
| Calculated progress of work order structure = total progress on all work orders in the structure below / total planned man hours for all work orders in the structure below |
Where, total progress on all work orders = sum of (individual work order progress * planned man hours)
If total planned man hours = 0 for some work orders, the progress will be calculated as the work order is weighted equally with all the other work orders in the structure. Note that work tasks must exist on these work orders even if planned hours have not been defined. If a work order in the structure does not have any work tasks, this work order will be disregarded when calculating structure progress.
Example C:
If two work orders are in the structure, one with 100 hours of work plus a calculated progress of 20% and the other with 10 hours of work with a calculated progress of 100%, the overall progress of the work order structure will be calculated as follows:
(100*20 + 10*100) / (100 + 10) = 27%
Example D:
In this example,
Work order 1 and 2 together have a progress equal to: (100*10 + 30*80) / 130 = 26.15%
Therefore, the total progress = progress for work orders with hours * (2/3)
+ progress for work orders without hours * (1/3)
= 26.15*(2/3) + 100*(1/3)
= 50.76%
Progress of the work order is calculated using the following formula:
| Progress of the work order = total progress on all work tasks / total planned man hours for all work tasks |
Where, total progress on all work tasks = sum of (individual work task progress * planned man hours)
Cancelled work tasks will be ignored in the calculation. The only difference here from the calculation for work orders is that work tasks without planned values will be excluded in the calculation.
Example E:
| Task No. | Status | Progress (%) | Planned Man Hours |
| 1 | Finished | 100 | 50 |
| 2 | Work Done | 90 | 0 |
| 3 | Started | 0 | 100 |
The earned value of this work order = (100*50 + 0*100) / (100 + 50)
= 33.33%