diff --git a/erpnext/docs/assets/img/project/percent-complete-calc.png b/erpnext/docs/assets/img/project/percent-complete-calc.png
new file mode 100644
index 00000000000..25e170ddece
Binary files /dev/null and b/erpnext/docs/assets/img/project/percent-complete-calc.png differ
diff --git a/erpnext/docs/assets/img/project/percent-complete-formula.png b/erpnext/docs/assets/img/project/percent-complete-formula.png
new file mode 100644
index 00000000000..42ff53a6f59
Binary files /dev/null and b/erpnext/docs/assets/img/project/percent-complete-formula.png differ
diff --git a/erpnext/docs/assets/img/project/project-percent-complete.png b/erpnext/docs/assets/img/project/project-percent-complete.png
new file mode 100644
index 00000000000..cebfde321e0
Binary files /dev/null and b/erpnext/docs/assets/img/project/project-percent-complete.png differ
diff --git a/erpnext/docs/assets/img/project/task-weights.png b/erpnext/docs/assets/img/project/task-weights.png
new file mode 100644
index 00000000000..c3cb2564670
Binary files /dev/null and b/erpnext/docs/assets/img/project/task-weights.png differ
diff --git a/erpnext/docs/assets/img/project/tasks.png b/erpnext/docs/assets/img/project/tasks.png
new file mode 100644
index 00000000000..7ee008bed32
Binary files /dev/null and b/erpnext/docs/assets/img/project/tasks.png differ
diff --git a/erpnext/docs/user/manual/en/projects/project.md b/erpnext/docs/user/manual/en/projects/project.md
index e8a0e0eb878..75223962c69 100644
--- a/erpnext/docs/user/manual/en/projects/project.md
+++ b/erpnext/docs/user/manual/en/projects/project.md
@@ -2,6 +2,20 @@ Project management in ERPNext is Task driven. You can create Project and assign
+You can also track % Completion of a Project using different methods.
+
+ 1. Task Completion
+ 2. Task Progress
+ 3. Task Weight
+
+
+
+Some examples of how the % Completion is calculated based on Tasks.
+
+
+
+
+
### Managing tasks
Project can be divided into multiple Tasks.
Task can be created via Project document itself or can be created via [Task]({{docs_base_url}}/user/manual/en/projects/tasks.html)
@@ -18,6 +32,12 @@ Task can be created via Project document itself or can be created via [Task]({{
+* To add Weights to Tasks you can follow the below steps
+
+
+
+
+
### Managing time
ERPNext uses [Time Log]({{docs_base_url}}/user/manual/en/projects/time-log.html) to track the progress of a Project.
diff --git a/erpnext/projects/doctype/project/project.json b/erpnext/projects/doctype/project/project.json
index f0944285ce9..05e716011c7 100644
--- a/erpnext/projects/doctype/project/project.json
+++ b/erpnext/projects/doctype/project/project.json
@@ -3,16 +3,19 @@
"allow_import": 1,
"allow_rename": 1,
"autoname": "field:project_name",
+ "beta": 0,
"creation": "2013-03-07 11:55:07",
"custom": 0,
"docstatus": 0,
"doctype": "DocType",
"document_type": "Setup",
+ "editable_grid": 0,
"fields": [
{
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
+ "columns": 0,
"description": "",
"fieldname": "project_name",
"fieldtype": "Data",
@@ -39,6 +42,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
+ "columns": 0,
"default": "Open",
"fieldname": "status",
"fieldtype": "Select",
@@ -67,6 +71,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
+ "columns": 0,
"fieldname": "project_type",
"fieldtype": "Select",
"hidden": 0,
@@ -94,6 +99,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
+ "columns": 0,
"fieldname": "is_active",
"fieldtype": "Select",
"hidden": 0,
@@ -121,6 +127,35 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
+ "columns": 0,
+ "default": "Task Completion",
+ "fieldname": "percent_complete_method",
+ "fieldtype": "Select",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_list_view": 0,
+ "label": "% Complete Method",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Task Completion\nTask Progress\nTask Weight",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
"fieldname": "column_break_5",
"fieldtype": "Column Break",
"hidden": 0,
@@ -145,6 +180,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
+ "columns": 0,
"fieldname": "priority",
"fieldtype": "Select",
"hidden": 0,
@@ -172,6 +208,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
+ "columns": 0,
"fieldname": "expected_start_date",
"fieldtype": "Date",
"hidden": 0,
@@ -198,6 +235,7 @@
"allow_on_submit": 0,
"bold": 1,
"collapsible": 0,
+ "columns": 0,
"fieldname": "expected_end_date",
"fieldtype": "Date",
"hidden": 0,
@@ -220,10 +258,36 @@
"set_only_once": 0,
"unique": 0
},
+ {
+ "allow_on_submit": 0,
+ "bold": 1,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "percent_complete",
+ "fieldtype": "Percent",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_list_view": 0,
+ "label": "% Completed",
+ "length": 0,
+ "no_copy": 1,
+ "permlevel": 0,
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
{
"allow_on_submit": 0,
"bold": 0,
"collapsible": 1,
+ "columns": 0,
"fieldname": "customer_details",
"fieldtype": "Section Break",
"hidden": 0,
@@ -250,6 +314,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
+ "columns": 0,
"fieldname": "customer",
"fieldtype": "Link",
"hidden": 0,
@@ -277,6 +342,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
+ "columns": 0,
"fieldname": "column_break_14",
"fieldtype": "Column Break",
"hidden": 0,
@@ -301,6 +367,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
+ "columns": 0,
"fieldname": "sales_order",
"fieldtype": "Link",
"hidden": 0,
@@ -327,6 +394,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 1,
+ "columns": 0,
"fieldname": "users_section",
"fieldtype": "Section Break",
"hidden": 0,
@@ -352,6 +420,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
+ "columns": 0,
"description": "Project will be accessible on the website to these users",
"fieldname": "users",
"fieldtype": "Table",
@@ -379,6 +448,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
+ "columns": 0,
"fieldname": "sb_milestones",
"fieldtype": "Section Break",
"hidden": 0,
@@ -405,6 +475,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
+ "columns": 0,
"fieldname": "tasks",
"fieldtype": "Table",
"hidden": 0,
@@ -427,34 +498,11 @@
"set_only_once": 0,
"unique": 0
},
- {
- "allow_on_submit": 0,
- "bold": 1,
- "collapsible": 0,
- "fieldname": "percent_complete",
- "fieldtype": "Percent",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_list_view": 0,
- "label": "% Tasks Completed",
- "length": 0,
- "no_copy": 1,
- "permlevel": 0,
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 1,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "unique": 0
- },
{
"allow_on_submit": 0,
"bold": 0,
"collapsible": 1,
+ "columns": 0,
"fieldname": "section_break0",
"fieldtype": "Section Break",
"hidden": 0,
@@ -481,6 +529,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
+ "columns": 0,
"fieldname": "notes",
"fieldtype": "Text Editor",
"hidden": 0,
@@ -507,6 +556,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 1,
+ "columns": 0,
"fieldname": "section_break_18",
"fieldtype": "Section Break",
"hidden": 0,
@@ -532,6 +582,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
+ "columns": 0,
"fieldname": "actual_start_date",
"fieldtype": "Data",
"hidden": 0,
@@ -557,6 +608,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
+ "columns": 0,
"fieldname": "actual_time",
"fieldtype": "Float",
"hidden": 0,
@@ -582,6 +634,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
+ "columns": 0,
"fieldname": "column_break_20",
"fieldtype": "Column Break",
"hidden": 0,
@@ -606,6 +659,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
+ "columns": 0,
"fieldname": "actual_end_date",
"fieldtype": "Date",
"hidden": 0,
@@ -632,6 +686,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 1,
+ "columns": 0,
"fieldname": "project_details",
"fieldtype": "Section Break",
"hidden": 0,
@@ -658,6 +713,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
+ "columns": 0,
"fieldname": "estimated_costing",
"fieldtype": "Currency",
"hidden": 0,
@@ -685,6 +741,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
+ "columns": 0,
"description": "",
"fieldname": "total_costing_amount",
"fieldtype": "Currency",
@@ -711,6 +768,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
+ "columns": 0,
"description": "",
"fieldname": "total_expense_claim",
"fieldtype": "Currency",
@@ -737,6 +795,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
+ "columns": 0,
"fieldname": "company",
"fieldtype": "Link",
"hidden": 0,
@@ -762,6 +821,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
+ "columns": 0,
"fieldname": "cost_center",
"fieldtype": "Link",
"hidden": 0,
@@ -787,6 +847,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
+ "columns": 0,
"fieldname": "column_break_28",
"fieldtype": "Column Break",
"hidden": 0,
@@ -811,6 +872,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
+ "columns": 0,
"description": "",
"fieldname": "total_billing_amount",
"fieldtype": "Currency",
@@ -837,6 +899,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
+ "columns": 0,
"fieldname": "total_purchase_cost",
"fieldtype": "Currency",
"hidden": 0,
@@ -862,6 +925,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 1,
+ "columns": 0,
"fieldname": "margin",
"fieldtype": "Section Break",
"hidden": 0,
@@ -888,6 +952,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
+ "columns": 0,
"fieldname": "gross_margin",
"fieldtype": "Currency",
"hidden": 0,
@@ -915,6 +980,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
+ "columns": 0,
"fieldname": "column_break_37",
"fieldtype": "Column Break",
"hidden": 0,
@@ -939,6 +1005,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
+ "columns": 0,
"fieldname": "per_gross_margin",
"fieldtype": "Percent",
"hidden": 0,
@@ -967,13 +1034,15 @@
"hide_toolbar": 0,
"icon": "icon-puzzle-piece",
"idx": 29,
+ "image_view": 0,
"in_create": 0,
"in_dialog": 0,
"is_submittable": 0,
"issingle": 0,
"istable": 0,
"max_attachments": 4,
- "modified": "2016-04-22 03:15:39.635420",
+ "modified": "2016-10-21 04:20:14.974653",
+ "modified": "2016-10-23 01:02:40.632849",
"modified_by": "Administrator",
"module": "Projects",
"name": "Project",
@@ -989,6 +1058,7 @@
"export": 0,
"if_owner": 0,
"import": 0,
+ "is_custom": 0,
"permlevel": 0,
"print": 1,
"read": 1,
@@ -1009,6 +1079,7 @@
"export": 0,
"if_owner": 0,
"import": 0,
+ "is_custom": 0,
"permlevel": 1,
"print": 0,
"read": 1,
@@ -1027,4 +1098,4 @@
"sort_order": "DESC",
"timeline_field": "customer",
"track_seen": 1
-}
\ No newline at end of file
+}
diff --git a/erpnext/projects/doctype/project/project.py b/erpnext/projects/doctype/project/project.py
index bdf3c3bd1f9..388f43e93dc 100644
--- a/erpnext/projects/doctype/project/project.py
+++ b/erpnext/projects/doctype/project/project.py
@@ -36,7 +36,8 @@ class Project(Document):
"start_date": task.exp_start_date,
"end_date": task.exp_end_date,
"description": task.description,
- "task_id": task.name
+ "task_id": task.name,
+ "task_weight": task.task_weight
})
def get_tasks(self):
@@ -44,6 +45,7 @@ class Project(Document):
def validate(self):
self.validate_dates()
+ self.validate_weights()
self.sync_tasks()
self.tasks = []
self.send_welcome_email()
@@ -52,6 +54,14 @@ class Project(Document):
if self.expected_start_date and self.expected_end_date:
if getdate(self.expected_end_date) < getdate(self.expected_start_date):
frappe.throw(_("Expected End Date can not be less than Expected Start Date"))
+
+ def validate_weights(self):
+ sum = 0
+ for task in self.tasks:
+ if task.task_weight > 0:
+ sum = sum + task.task_weight
+ if sum > 0 and sum != 1:
+ frappe.throw(_("Total of all task weights should be 1. Please adjust weights of all Project tasks accordingly"))
def sync_tasks(self):
"""sync tasks and remove table"""
@@ -64,13 +74,13 @@ class Project(Document):
else:
task = frappe.new_doc("Task")
task.project = self.name
-
task.update({
"subject": t.title,
"status": t.status,
"exp_start_date": t.start_date,
"exp_end_date": t.end_date,
"description": t.description,
+ "task_weight": t.task_weight
})
task.flags.ignore_links = True
@@ -93,13 +103,28 @@ class Project(Document):
self.save(ignore_permissions = True)
def update_percent_complete(self):
- total = frappe.db.sql("""select count(*) from tabTask where project=%s""", self.name)[0][0]
- if total:
- completed = frappe.db.sql("""select count(*) from tabTask where
+ total = frappe.db.sql("""select count(name) from tabTask where project=%s""", self.name)[0][0]
+ if (self.percent_complete_method == "Task Completion" and total > 0) or (not self.percent_complete_method and total > 0):
+ completed = frappe.db.sql("""select count(name) from tabTask where
project=%s and status in ('Closed', 'Cancelled')""", self.name)[0][0]
-
self.percent_complete = flt(flt(completed) / total * 100, 2)
+ if (self.percent_complete_method == "Task Progress" and total > 0):
+ progress = frappe.db.sql("""select sum(progress) from tabTask where
+ project=%s""", self.name)[0][0]
+ self.percent_complete = flt(flt(progress) / total, 2)
+
+ if (self.percent_complete_method == "Task Weight" and total > 0):
+ weight_sum = frappe.db.sql("""select sum(task_weight) from tabTask where
+ project=%s""", self.name)[0][0]
+ if weight_sum == 1:
+ weighted_progress = frappe.db.sql("""select progress,task_weight from tabTask where
+ project=%s""", self.name,as_dict=1)
+ pct_complete=0
+ for row in weighted_progress:
+ pct_complete += row["progress"] * row["task_weight"]
+ self.percent_complete = flt(flt(pct_complete), 2)
+
def update_costing(self):
from_time_sheet = frappe.db.sql("""select
sum(costing_amount) as costing_amount,
diff --git a/erpnext/projects/doctype/project_task/project_task.json b/erpnext/projects/doctype/project_task/project_task.json
index a0ef69df0c1..9c469f1969a 100644
--- a/erpnext/projects/doctype/project_task/project_task.json
+++ b/erpnext/projects/doctype/project_task/project_task.json
@@ -9,6 +9,7 @@
"doctype": "DocType",
"document_type": "Other",
"editable_grid": 1,
+ "engine": "InnoDB",
"fields": [
{
"allow_on_submit": 0,
@@ -169,6 +170,32 @@
"set_only_once": 0,
"unique": 0
},
+ {
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "task_weight",
+ "fieldtype": "Float",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_list_view": 1,
+ "label": "Weight",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 1,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
{
"allow_on_submit": 0,
"bold": 0,
@@ -258,7 +285,7 @@
"issingle": 0,
"istable": 1,
"max_attachments": 0,
- "modified": "2016-08-26 02:44:34.737837",
+ "modified": "2016-10-19 11:16:16.023965",
"modified_by": "Administrator",
"module": "Projects",
"name": "Project Task",
diff --git a/erpnext/projects/doctype/task/task.json b/erpnext/projects/doctype/task/task.json
index 46c874677e5..6905e9d2259 100644
--- a/erpnext/projects/doctype/task/task.json
+++ b/erpnext/projects/doctype/task/task.json
@@ -230,6 +230,32 @@
"set_only_once": 0,
"unique": 0
},
+ {
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "task_weight",
+ "fieldtype": "Float",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_list_view": 0,
+ "label": "Weight",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
{
"allow_on_submit": 0,
"bold": 0,
@@ -294,7 +320,7 @@
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
- "label": "Progress",
+ "label": "% Progress",
"length": 0,
"no_copy": 0,
"permlevel": 0,
@@ -854,7 +880,7 @@
"istable": 0,
"max_attachments": 5,
"menu_index": 0,
- "modified": "2016-10-03 15:12:56.078675",
+ "modified": "2016-10-20 02:59:02.228659",
"modified_by": "Administrator",
"module": "Projects",
"name": "Task",
diff --git a/erpnext/projects/doctype/task/task.py b/erpnext/projects/doctype/task/task.py
index 34b9ed5884c..a9b48fc0707 100644
--- a/erpnext/projects/doctype/task/task.py
+++ b/erpnext/projects/doctype/task/task.py
@@ -28,6 +28,7 @@ class Task(Document):
def validate(self):
self.validate_dates()
+ self.validate_progress()
self.validate_status()
self.update_depends_on()
@@ -46,6 +47,10 @@ class Task(Document):
from frappe.desk.form.assign_to import clear
clear(self.doctype, self.name)
+
+ def validate_progress(self):
+ if self.progress > 100:
+ frappe.throw(_("Progress % for a task cannot be more than 100."))
def update_depends_on(self):
depends_on_tasks = ""