Add a Rule of Credit

Add rules of credit for tracking progress on scope assignments when the work package progress measure is set to Milestone Percent Complete.

To add a rule of credit:

1. In the object selector, select  Workspace, select View Workspaces List, and then select a workspace name.
2. From the  Main Menu, select  Summary & Settings.
3. On the Summary & Settings page, select Dictionaries, and then select Rules of Credit.
4. Select  Add.
5. In the Name field, enter the name for the rule of credit.
6. In the Input Type list, choose how to apply the rule of credit:
   • Manual: Enables users to enter their percentage complete on a milestone. Use this option if it is important to track the percentage complete on a milestone.
   • 0/100 Percent Complete: Enables users to mark a milestone as complete. Use this option if it is important to show whether the work is complete or not complete. A weighted percentage is still applied to enable a percentage complete rollup at the work package level.
7. Use the table to define milestones used to track percentage complete.
   1. In the Milestone Name field, enter the name of a milestone.
   2. In the Incremental Percent Complete field, enter the percentage each milestone represents for the rule of credit. The Cumulative Percent Complete must equal 100%.
8. Select Save.

Tips

• A rule of credit cannot be deleted if it is applied to a work package.

This setting is used in the following apps: