[#52063] 13.2 Documentation: Rename fields to Work, Remaining Work, and % Complete in UI https://community.openproject.org/work_packages/52063

2026-06-14 03:30:14 +00:00 · 2024-01-15 08:02:47 +01:00
parent 8876eee117
commit 0a15b416e1
16 changed files with 26 additions and 34 deletions
@@ -185,7 +185,7 @@ Yes, you can. Starting with OpenProject 12.4 we implemented date alerts and emai

 ### Does OpenProject offer resource management?

-You can [set up budgets](../user-guide/budgets), [set an Estimated time](../user-guide/work-packages/edit-work-package/) for a work package and use the [Assignee board](../user-guide/agile-boards/#choose-between-board-types) to find out how many work packages are assigned to a person at the moment.
+You can [set up budgets](../user-guide/budgets), [set the estimated time in **Work** field](../user-guide/work-packages/edit-work-package/) of a work package and use the [Assignee board](../user-guide/agile-boards/#choose-between-board-types) to find out how many work packages are assigned to a person at the moment.
 Additional resource management features will be added within the next years. You can find the road-map for future releases [here](https://community.openproject.com/projects/openproject/work_packages?query_id=1993).
 More infomation regarding resource management in OpenProject can be found in the [Use Cases](../use-cases/resource-management) section.

@@ -20,16 +20,16 @@ You will find user stories in the left column, followed by their individual task

 ![User-guide-new-task](User-guide-new-task.png)

-Here, you can set the fields *Subject*, *Assigned To*, and *Remaining Hours*. The new task will be created as a child element of the user story in the same row.
+Here, you can set the fields *Subject*, *Assigned To*, and *Remaining work*Remaining Hours*. The new task will be created as a child element of the user story in the same row.

 If a task is updated or completed, it can be moved to the respective column by a team member using drag&drop.
 In the background, the status of the work package will be adjusted accordingly. Clicking on the work package number opens the work package’s detail view.

-![drag and drop taskboard](image-20200129132035246.png)
+![drag and drop taskboard](User-guide-drag.png)

 On the very top of the table, sprint impediments are documented and assigned to the scrum master for removal.

-![User-guide-sprint-impediments](User-guide-sprint-impediments.png)
+![User-guide-sprint-impediments](User-guide-add-impediment.png)

 > **Note**: If you add an impediment and type the work package number into the field Blocked (ID), the respective work package will be linked to the impediment. As long as the impediment remains, the work package cannot be closed.

@@ -9,7 +9,7 @@ keywords: Progress tracking, cost reporting, earned value analysis, earned value
 # Progress tracking

 You can track the completion of projects in OpenProject by assigning
-a **Progress (%)** value to individual work packages.
+a **% Complete (earlier called Progress (%))** value to individual work packages.
 OpenProject will automatically roll-up progress to parent work packages.

 | Topic                                                                                               | Content                                           |
@@ -23,7 +23,7 @@ OpenProject will automatically roll-up progress to parent work packages.
 After the initial installation, OpenProject is configured
 for manual progress tracking. In order to log progress,
 please open the details of a work package.
-The **Progress (%)** field shows a visual progress bar with
+The **% Complete (earlier called Progress (%))** field shows a visual progress bar with
 the default value of 0%.

 ![Work package progress field](progress-tracking-wp-field.png)
@@ -38,26 +38,19 @@ Progress is rounded to the next integer.

 ![Work package progress field with 50%](progress-tracking-wp-field-50perc.png)

-You can also bulk-modify the **Progress (%)** in the list of work packages.
+You can also bulk-modify the **% Complete** in the list of work packages.

 ![Bulk editing progress](progress-tracking-bulk-editing.png)

 ## Progress tracking in the work package hierarchy

-The progress of **work package with children** is calculated as the
-weighted average of all direct children, using the field **Estimated time**
-as the weight.
-When adding the **Progress(%)** column to a work
-package hierarchy view, please also add the **Estimated time**
+The progress of **work package with children** is calculated as the weighted average of all direct children, using the field **Work (earlier called Estimated time)** as the weight.
+When adding the **% Complete (earlier called Progress(%)** column to a work package hierarchy view, please also add the **Work**
 column as well so that you can track the calculation.
-The screenshot below shows an example hierarchy with aggregated
-**Progress (%)**.
+The screenshot below shows an example hierarchy with aggregated **% Complete**.

-Please note the **Estimated time** column to the right.
-Here, values in parenthesis (for example “(40h)” of Main Task)
-indicate estimated time from children, while values without
-parenthesis refer to estimated time directly assigned to a work
-package.
+Please note the **Work** column to the right.
+Here, values next to the sum icon (for example 43 h next to the  Main task) indicate the sum of estimated time of the task itself and its children, while values without the sum icon (3 hours) refer to estimated time directly assigned to a work package.

 ![Progress calculation in the WP hierarchy](progress-tracking-hierarchy-progress.png)

@@ -76,20 +69,19 @@ In the Administration, please navigate to Work packages -> Settings and change
 ![Change calculate the work package done ratio](image-20221102110738283.png)

 In this mode, OpenProject does _not_ allow you to manually modify the
-**Progress (%)** field in the work packages.
-Instead, the **Progress (%)** value will be set automatically based on the work package
+**% Complete (earlier called Progress(%)** field in the work packages.
+Instead, the **% Complete** value will be set automatically based on the work package
 status configuration page.

 Within the Administration, navigate to Work package -> Status and select the status you want to edit regarding the progress tracking. Here you can select the desired progress percentage from the drop-down menu in the progress line and add it to the status. Please do not forget to save your changes.

-![Progress calculation in the WP hierarchy](progress-tracking-admin-status-percentage.png)
+![Progress calculation in the WP hierarchy](progress-tracking-admin-status-percentage-new.png)

-The screenshot above shows a sample configuration of work package
-statuses together with suitable “Progress (%)” values.
+The screenshot above shows a sample configuration of work package statuses together with suitable **% Complete**  values.
 For example, setting the status of a work package to “In progress”
-is equivalent to setting **Progress (%)** to 50% manually.
+is equivalent to setting **% Complete ** to 50% manually.

 Note: The status and its associated progress value from the
-administration screen also determines the **Progress (%)** of
+administration screen also determines the **% Complete ** of
 work packages with children. So there is no roll-up of progress
 in the work package table hierarchy in this configuration.
@@ -10,7 +10,7 @@ keywords: time and costs FAQ, time tracking, time logging, booking costs

 ## Is there a way to prevent logging hours for Phases (or other work package types)?

-It is not possible to prevent time logging on phases or restrict it to certain work package types. You could deactivate the fields "Estimated time" and "Spent time" for type Phase (using the [work package form configuration](../../../system-admin-guide/manage-work-packages/work-package-types/#work-package-form-configuration-enterprise-add-on)) but it would still be possible to log time for Phases.
+It is not possible to prevent time logging on phases or restrict it to certain work package types. You could deactivate the fields "Work (earlier called Estimated time" and "Spent time" for type Phase (using the [work package form configuration](../../../system-admin-guide/manage-work-packages/work-package-types/#work-package-form-configuration-enterprise-add-on)) but it would still be possible to log time for Phases.

 ## Can I log time for another user than myself?

@@ -31,6 +31,6 @@ Yes, you can use the "My spent time" widget on My Page and use the filters there

 ## Does OpenProject offer resource management?

-You can [set up budgets](../../budgets), [set an Estimated time](../../work-packages/edit-work-package/) for a work package and use the [Assignee board](../../agile-boards/#choose-between-board-types) to find out how many work packages are assigned to a person at the moment.
+You can [set up budgets](../../budgets), [set an estimated time in the field **Work**](../../work-packages/edit-work-package/) for a work package and use the [Assignee board](../../agile-boards/#choose-between-board-types) to find out how many work packages are assigned to a person at the moment.
 Additional resource management features will be added within the next years, as shown in the [roadmap for future releases](https://community.openproject.org/projects/openproject/roadmap).
 More information regarding resource management in OpenProject can be found in the [Use Cases](../../../use-cases/resource-management) section.
@@ -205,7 +205,7 @@ Use it to quickly collapse or expand all groups at the same time. Find out [here

 ### Display sums in work package table

-To display the sums of eligible work package attributes, go to the work package table configuration and click on the tab **Display settings** (see screenshot above). When you tick the box next to **Display sums** the sums of Estimated time and Remaining hours as well as custom fields of the type Integer or Float will be displayed at the bottom of the work package table. 
+To display the sums of eligible work package attributes, go to the work package table configuration and click on the tab **Display settings** (see screenshot above). When you tick the box next to **Display sums** the sums of **Work** (earlier called Estimated time) and **Remaining work** (earlier called Remaining hours) as well as custom fields of the type Integer or Float will be displayed at the bottom of the work package table. 
 If you group the work package table, sums will be shown for each group.

 ## Attribute highlighting (Enterprise add-on)
@@ -35,7 +35,7 @@ It is possible for a project non-member to add attachments to work packages. For

 ### How can I set workload, deadline and duration in a work package?

- Workload: Use the "Estimated time" field
+- Workload: Use the "Work" field (earlier this field was called "Estimated time")
 - Deadline: Use the "Finish date" field
 - Duration: Use the "Duration" field

@@ -55,12 +55,12 @@ tracking (in bullet point 5)
 ### How can I track the progress of work packages with children?

 OpenProject automatically calculates the progress of work packages with children. 
-It sums up the progress of the children weighted by the Estimated time 
-of each child. OpenProject uses 1 hour as the default value if Estimated time 
+It sums up the progress of the children weighted by the **Work** (earlier called Estimated time)
+of each child. OpenProject uses 1 hour as the default value if **Work** field
 is empty. When adding the progress bar to a work package hierarchy view, 
-please always add the Estimated time column as well so that you can track 
+please always add the **Work** column as well so that you can track 
 the calculation.
-Estimated time manually added to work packages with children is ignored.
+**Work** (Estimated time) manually added to work packages with children is ignored.

 ### Can I set multiple parents for one work package?