Monitoring task progress
Each tasks progress bar in the Gantt chart shows you how much work has actually been completed versus the estimate for that task.
However, exactly how calculations of estimates display depends on how your administrator configured the Task Roll Up Model setting on the Project Settings > Task Fields page.
Option 1: Sum All Tasks
You could see each task with an independent estimate. In this case, all task estimates sum to yield the Tasks Est. At Completion that display on the Summary tab.
Option 2: Roll Up to Parent
Instead of option 1, you could see estimates for each child task 'roll up' to yield parent task totals.
Parent tasks are tasks at any level that have child tasks, and are represented by a thin bar; Child tasks are those located at the lowest nodes of the task hierarchy, and are shown using a rounded bar.
Note that only estimates entered for child tasks count toward parent-task totals; So, if you assign an estimate of 50 hours to each of four tasks in a project:
- Task 1 (parent) - 50 hours
- Task 1.1 (child) - 50 hours
- Task 1.2 (child) - 50 hours
- Task 2 (child) - 50 hours
the total project estimate will be 150 hours, since the parent-level estimate (Task 1) isn't included in the total.
Viewing task summaries
You can see a summary of estimates and actuals for each task by hovering your mouse over a bar.
You can access more details, including the hours and date variance at completion, by clicking each task chart to open a side drawer.
Why is the estimate different from the values I entered for the a task?
Also note, estimates are based on the estimate value you enter for a task, or the latest estimate for the task recorded via SmartBeats, so estimates will typically differ from the original estimates as the task progresses.
Why are there more actual hours than I expect for a parent task?
Also note that all actual hours worked are always counted, even if they're recorded against a parent task.