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Update the progress of a task

Applies To: Project Operations Integrated with ERP, Project Operations Core.

In Microsoft Dynamics 365 Project Operations, users can update the progress of a task directly from the task grid.

An option that is named Allow percent complete update determines whether users can update the % complete field directly in the task grid. This option is available in two places:

  • Project Parameter page – The value that is set on this page is used as the default value for all projects for the selected organization. To change the value on the Project Parameter page, go to Settings > Parameters.

    Screenshot that highlights the location of the Allow percent complete update option on the Project Parameter page.

  • Summary tab on the project page – Users can change the default value for a specific project by setting the option directly at the project level.

    Screenshot that shows highlights the location of the Allow percent complete update option on the Summary tab of the project page.

The Allow percent complete update option can have the following values.

Value Behavior
No Users can't update the % complete field directly in the task grid. Instead, they must submit a time entry. The time entry updates the Effort field and adjusts the % complete value for the task.
Yes Users can update the % complete field directly in the task grid by entering a number in the % complete column. Alternatively, they can update the % complete field by selecting the checkbox next to the task name to mark the task as completed.

In the following screenshot, a user updated the % complete field by entering a number in the % complete column of the task grid. The screenshot also shows the location of the checkbox that is used to mark a task as completed.

Screenshot that highlights the location of the % complete column in the task grid, where a value is entered. It also highlights the location of the checkbox for marking a task as completed.

Important

  • Tasks can be marked as completed only if effort is assigned to them.
  • If a project is associated with a contract line, the Allow percent complete update option is automatically set to No, and users can't change the value to Yes.
  • After the Allow percent complete update option is set to Yes, the value can't be changed back to No.

Scenario 1: Allow percent complete update is set to Yes

If the Allow percent complete update option is set to Yes, users have the following options for updating the % complete value in the task grid:

  • The % complete field can be edited directly in the task grid. Users can enter any value between 0 and 100 to update the task's completion status. In the background, the value that is entered is used to calculate and update the Effort field in the task grid.
  • Users can submit a time entry. The time entry updates the Effort field. This update, in turn, adjusts the % complete value.
  • Users can instantly mark a task as completed by selecting the checkbox next to the task name. The % complete field is automatically set to 100%. If the checkbox is cleared, task completion is reset to 0%, and any previous % complete value isn't saved.

Scenario 2: Allow percent complete update is set to No

If the Allow percent complete update option is set to No, users have the following options for updating the % complete value in the task grid:

  • The % complete field can't be edited directly in the task grid. Instead, users must submit a time entry. The time entry updates the Effort field. This update, in turn, adjusts the % complete value.
  • Users can instantly mark a task as completed by selecting the checkbox next to the task name. This action sets the Effort Remaining field to 0 and, in turn, marks the task as 100% completed. If the checkbox is cleared, the % complete field reverts to its previous value.