PPM Express uses default settings to calculate the Monday.com items (tasks) and display project progress. Alternatively, you can select other items (sub-tasks) for calculation.
The Project Progress settings identify which items will be taken into account when calculating the total number of items and the number of completed items in the project synchronized from Monday.com. This value is displayed under the Monday.com icon of the Summary project section (completed items/total number of items).
Prerequisites and limitations:
1. By default, project progress is calculated by Tasks.
2. By default, all Monday.com states are mapped to PPM Express states in the following way: Done – 100%. To add other values you can use the task mapping transformation rules.
3. Project Progress mapping is applied to Progress in the Summary section, Work Details view in the Cards data representation.
4. Progress mapping is applied per project, if sub-tasks are included for progress calculation for one project, this information is not shared for other projects linked to Monday.com.
5. Both tasks and subtasks can be selected for progress calculation.
6. If tasks or sub-tasks are not selected, they will not be included in the calculation and will be ignored in Power BI reports.
To select the tasks/sub-tasks for Project Progress calculation perform the following:
1. Navigate to Configure Connections menu of the linked project.
2. Use the Configure mapping button to open the Configure connection menu.
3. On the Progress tab select the items that will be included in the Project Progress calculation.
When the items are selected here, it is possible to set the custom rules for the Progress field calculation via the task mapping option.
Please note: The Completed value should always equal 100%.