The Percent Complete Field offers a visual way to track progress for records in a table. It’s perfect for providing a clear snapshot of work status, especially in project management scenarios. Percent values can also be used in Rollup Fields and Formula Fields for advanced calculations.
Plan Availability | All plan types |
Permissions | Solution Managers can customize the field. |
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Adding a Percent Complete Field
You can add the Percent Complete Field from two places:
From Grid View
Click the Add Field option at the top of the table.
Select Percent Complete from the field type menu.
Customize the field as needed.
From Record View
Open a record.
Click Add Field in the record details panel.
Select Percent Complete from the field type menu and customize it.
Customizing the Percent Complete Field
Display Options
Solution Managers can adjust the graphical display to suit their needs:
Sizes: Small, Medium, or Large.
Color: Choose between a solid or gradient color for the slider.
Field Requirements
You can specify if the field should require an entry. This is useful for ensuring progress is always tracked.
Note: If visualization isn’t necessary, consider using a traditional Percent Field for simpler data entry.
Examples of Use
1. Project % Complete
Scenario: In project management, the Percent Complete field provides a visual snapshot of progress.
Example: The Program Management Solution in the SmartSuite Solution Library uses a Percent Complete field in the Projects Table to show project status at a glance.
2. Program % Complete
Scenario: Calculate the overall progress of a program that links to multiple projects.
Example: Use a Rollup Field to average the Percent Complete fields from linked project records, displaying the overall completion percentage for the program.
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