Planned Percent Complete (PPC)

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<p> </p> <p><img class="vidyard-player-embed" data-type="inline" data-uuid="ZrYqvYoA3vkSzrjYK2Zhqy" data-v="4" src="https://play.vidyard.com/ZrYqvYoA3vkSzrjYK2Zhqy.jpg" style="width: 100%; margin: auto; display: block;" /></p> <p><a name="top" /></p> <p>Here you'll learn how to:</p> <ul> <li><a href="/Planview_AgilePlace/Reporting/Standard_Analytics_Reports/Planned_Percent_Complete_(PPC)#AccessPPC" mt-page-link-identifier="cc6f45f1c435412fbe082b591ddb3d18">Access the PPC chart</a></li> <li><a href="/Planview_AgilePlace/Reporting/Standard_Analytics_Reports/Planned_Percent_Complete_(PPC)#UnderstandPPC" mt-page-link-identifier="cc6f45f1c435412fbe082b591ddb3d18">Understand the PPC chart</a></li> <li><a href="/Planview_AgilePlace/Reporting/Standard_Analytics_Reports/Planned_Percent_Complete_(PPC)#ConfigurePPC" mt-page-link-identifier="cc6f45f1c435412fbe082b591ddb3d18">Configure the PPC chart</a></li> <li><a title="Planned Percent Complete (PPC)" href="/Planview_AgilePlace/Reporting/Standard_Analytics_Reports/Planned_Percent_Complete_(PPC)#Export_the_Planned_Percent_Complete_Report" mt-page-link-identifier="cc6f45f1c435412fbe082b591ddb3d18">Export the PPC chart</a></li> </ul> <h2 id="toc_0"><a name="AccessPPC" />Access the Planned Percent Complete Chart</h2> <p>AgilePlace for Scaled Teams and AgilePlace for Enterprise <a title="The LeanKit Glossary" href="/Planview_AgilePlace/Getting_Started/The_AgilePlace_Glossary#LeanKitAccountEdition" mt-page-link-identifier="90a84ddbe2014c919ccdd985672746a7">editions</a> include the <strong>Planned Percent Complete</strong> (PPC) chart.</p> <p>Click the charts icon in the upper right of the board and click <strong>Planned Percent Complete</strong> in the drop-down menu.</p> <p class="image-widget-start"> </p> <div class="expandable-thumbnail-wrapper"> <figure class="expandable-thumbnail"><img alt="Click to expand or shrink" class="graphic-border" src="/@api/deki/files/69374/access_PPC.png" /></figure> </div> <p class="image-widget-end"> </p> <h2><a name="UnderstandPPC" />Understand the Planned Percent Complete Chart </h2> <p>The <strong>Planned Percent Complete </strong>(PPC) chart compares cards' <a title="The LeanKit Glossary" href="/Planview_AgilePlace/Getting_Started/The_AgilePlace_Glossary#PlannedFinishDate" mt-page-link-identifier="90a84ddbe2014c919ccdd985672746a7">planned finish dates</a> to the <a title="The LeanKit Glossary" href="/Planview_AgilePlace/Getting_Started/The_AgilePlace_Glossary#ActualFinish" mt-page-link-identifier="90a84ddbe2014c919ccdd985672746a7">actual finish dates</a> to determine whether each item due on a particular date was finished early, on time, or late. You can toggle between <strong>Original</strong> and <strong>Current</strong> planned finish dates to get a better understanding of how you are performing against either your original or adjusted plan. There are two main sections to the report: the <strong>PPC line chart</strong>, and a <strong>Card Count </strong>bar chart.</p> <p>Here you'll learn to understand: </p> <ul> <li><a href="/Planview_AgilePlace/Reporting/Standard_Analytics_Reports/Planned_Percent_Complete_(PPC)#Percentage" mt-page-link-identifier="cc6f45f1c435412fbe082b591ddb3d18">Planned percentage complete</a> </li> <li><a href="/Planview_AgilePlace/Reporting/Standard_Analytics_Reports/Planned_Percent_Complete_(PPC)#Count" mt-page-link-identifier="cc6f45f1c435412fbe082b591ddb3d18">Count of items</a> </li> </ul> <p class="note-tip-warning-start"> </p> <div class="note-box"> <p class="note-box-title">NOTE</p> <div class="note-box-body"> <p>If the cards on your board do not have planned finish dates, the PPC chart is unlikely to prove useful to you.</p> </div> </div> <p class="note-tip-warning-end"> </p> <p class="image-widget-start"> </p> <div class="expandable-thumbnail-wrapper"> <figure class="expandable-thumbnail"><img alt="Click to expand or shrink" class="graphic-border" src="/@api/deki/files/78886/planned_percent_complete_june_2019.png" /></figure> </div> <p class="image-widget-end"> </p> <h3><a name="Percentage" />Planned Percent Complete</h3> <p>For each day between the start and end dates, this line chart plots the trend of the percentages of <a title="The LeanKit Glossary" href="/Planview_AgilePlace/Getting_Started/The_AgilePlace_Glossary#Card" mt-page-link-identifier="90a84ddbe2014c919ccdd985672746a7">cards</a> that are planned to be completed, and either completed early, on time, late, or not yet completed.</p> <p>This chart answers the question, "For the items with a planned finish date of this date, what percentage were completed by the end of this date?"</p> <p class="image-widget-start"> </p> <div class="expandable-thumbnail-wrapper"> <figure class="expandable-thumbnail"><img alt="Click to expand or shrink" class="graphic-border" src="/@api/deki/files/78887/planned_percent_complete_highlighted_june_2019.png" /></figure> </div> <p class="image-widget-end"> </p> <h3 id="toc_3"><a name="Count" />Card Count</h3> <p>In this bar chart, cards are tallied on their planned finish date and according to whether they were completed early, on time, or late.</p> <p>A card with a planned finish date of June 1 but an actual finish date of May 28 will be counted in the "early" bar for June 1. A card with a planned finish date of June 1, but completed on June 7 will be counted in the "past due" bar for June 1.</p> <p><strong>The bars are colored indicating the status of the cards counted:</strong></p> <ul> <li>Blue = Early: delivered prior to planned finish date.</li> <li>Green = On Time: completed on the planned finish date, or within two days before the planned finish date.</li> <li>Yellow = Late: delivered after the planned finished date</li> <li>Red = Unfinished: still not delivered, even though the planned finish date has passed.</li> </ul> <p class="image-widget-start"> </p> <div class="expandable-thumbnail-wrapper"> <figure class="expandable-thumbnail"><img alt="Click to expand or shrink" class="graphic-border" src="/@api/deki/files/78888/planned_percent_complete_card_count_june_2019.png" /></figure> </div> <p class="image-widget-end"> </p> <h2><a name="CardsTable" />Configure the Planned Percent Complete chart</h2> <p>The <strong>Planned Percent Complete </strong>chart can be filtered by:</p> <h3><a name="date" />Set the Date Range</h3> <ul> <li>To set the start date, click in the left-most date box. Enter the start date of the iteration in the box, or use the calendar that pops up to click on the desired date.</li> <li>To set the stop date, click in the right-most date box. Enter the end date of the iteration in the box, or use the calendar that pops up to click on the desired date.</li> </ul> <p class="image-widget-start"> </p> <div class="expandable-thumbnail-wrapper"> <figure class="expandable-thumbnail"><img alt="Click to expand or shrink" class="graphic-border" src="/@api/deki/files/78889/PPC_date_range_june_2019.png" /></figure> </div> <p class="image-widget-end"> </p> <h3>Original vs. Current Planned Finish Date</h3> <p>You can toggle between the <strong>Original </strong>and <strong>Current </strong>planned finish date. The <strong>Original </strong>planned finish date is the planned finish date a card had when it moved from the backlog, or, if the card did not have a planned finish date when it was in the backlog, it is the first planned finish date given. The <strong>Current </strong>planned finish date is the planned finish date currently shown on the card.</p> <p class="image-widget-start"> </p> <div class="expandable-thumbnail-wrapper"> <figure class="expandable-thumbnail"><img alt="Click to expand or shrink" class="graphic-border" src="/@api/deki/files/78986/planned_finish_dates_toggle_july_2019.png" /></figure> </div> <p class="image-widget-end"> </p> <h3 id="toc_7"><a name="tags" />Filter by Card Tags</h3> <p>Enter a comma-separated list of tags in the <strong>Tags</strong> box to the right of the chart. Use an exclamation point before a tag to specifically exclude cards with that tag.</p> <p class="image-widget-start"> </p> <div class="expandable-thumbnail-wrapper"> <figure class="expandable-thumbnail"><img alt="Click to expand or shrink" class="graphic-border" src="/@api/deki/files/78890/PPC_tags_june_2019.png" /></figure> </div> <p class="image-widget-end"> </p> <h3 id="toc_8"><a name="CardType" />Filter by Card Type</h3> <p>Click <strong>Card Type</strong> to the right of the chart and in the list below click on the card types you want to include.</p> <p class="image-widget-start"> </p> <div class="expandable-thumbnail-wrapper"> <figure class="expandable-thumbnail"><img alt="Click to expand or shrink" class="graphic-border" src="/@api/deki/files/78891/PPC_card_type_june_2019.png" /></figure> </div> <p class="image-widget-end"> </p> <h3><a name="CustomIcon" />Filter by Custom Icon</h3> <p><strong>Click <strong>Custom Icon</strong>--called<strong> Class of Service</strong> by default--and in the list below click on the ones you want to include.</strong></p> <p class="image-widget-start"> </p> <div class="expandable-thumbnail-wrapper"> <figure class="expandable-thumbnail"><img alt="Click to expand or shrink" class="graphic-border" src="/@api/deki/files/78892/PPC_custom_icon_june_2019.png" /></figure> </div> <p class="image-widget-end"> </p> <h2>Export the Planned Percent Complete Report </h2> <p>To export the PPC report to PDF or CSV format, click the <strong>Export </strong>button and select the desired format.</p> <p class="image-widget-start"> </p> <div class="expandable-thumbnail-wrapper"> <figure class="expandable-thumbnail"><img alt="Click to expand or shrink" class="graphic-border" src="/@api/deki/files/78987/export_PPC_july_2019.png" /></figure> </div> <p class="image-widget-end"> </p> <p> </p>