Configuring Automatic Status Calculation
You can customize how the status is calculated for certain activities.
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The following property determines when the status is rolled up from individual (leaf) activities whose status is calculated through a custom algorithm:
com.ptc.projectmanagement.plannable.status.rollup.enabled
• true—The status change is automatically rolled up. If applicable, summary activity status and plan status are also affected.
• false—The status change is not rolled up until the Reschedule Plan action is executed.
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Automatic status calculation is currently only applicable when the Mark activity as deliverable option is selected when creating or editing the activity.
For additional guidelines and restrictions, see Writing Custom Algorithms.
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There are two types of status calculation algorithms you can create:
Individual activity status
For example, your site has a custom “Engineering Activity” and a custom “Documentation Activity.”
The Engineering Activity is configured so that the status is green when the deadline is more than 5 weeks away. It is yellow when the deadline is 3 to 5 weeks away. It turns red when the deadline is less than 3 weeks away. However, the Documentation Activity is configured so that the status is green when more than 75% of the work has been tracked. It is yellow when 50 to 75% of the work has been tracked. If less than 50% of the work is tracked, the status is red.
Roll-up status for summary activities
Regardless of whether automatic status calculation is enabled, summary activity status is always automatically calculated from child activities.
By default, status is rolled up from the least favorable status of critical path activities. If the summary activity does not have a critical path activity, then it is calculated from the activities that determine the summary activity end date.
However, you can customize this behavior. For example, your site has a custom “Development Phase” activity. When used as a summary activity, its status is calculated from its child activities as follows:
◦ Green when more than 75% of its child activities are completed.
◦ Yellow when 50-75% of its child activities are completed.
◦ Red when less than 50% of its child activities are completed.
To incorporate automatically calculated statuses into your project environment:
1. Create an activity subtype: Set the Status Mode.
2. Construct an algorithm for the type of deadline calculation you want to use. An activity type can use one or both types of algorithms: