Select Projects and Update Their Percent Complete Amounts

You can select specific projects and update their percent complete amounts.

You do not have to select all of the projects at the same time when you update percent completes. Usually, you recalculate percent complete amounts for specific projects.

As an alternative, you can specify and save search criteria for selecting groups of projects to update.

To select specific projects and update their percent complete amounts:

  1. On the Navigation menu, click Accounting > Revenue Generation.
  2. On the Revenue Generation form, display the Project lookup in theSelect Specific Projects field and select one or more projects or select a set of saved search options.
  3. On the toolbar of the Revenue Generation form, click Update % and then select Show Budget At Cost or Show Budget at Billing. The Update Overall Percent Completes dialog box displays with project and budget data for each of the projects that you selected. The data is for the lowest level of WBS that is defined for the specific project.

    If you have the security rights to access the Project Budget Worksheet, you can update both of the following:

    • Overall, labor, and expense percent complete amounts.
    • Compensation, fee, and reimbursable allowance amounts for regular projects.
  4. On the Update Overall Percent Completes dialog box, update each project's data for percent complete at cost or at billing, as necessary.
  5. Click Save.
  6. If you want to run revenue generation, leave the form open and select the projects to include in that process.