It can be hard to know what your completion percentage is going to be on a daily or weekly basis -- but if you keep on top of your compliance numbers, your completion numbers should follow suit. One way to do this is by managing to your compliance finish date from the All Open PM view in the Work Module.
Steps in the screenshots correspond to the numbers in the headings.
1. In the Work Module, go the the Navigation Pane and click on Work and then select Tasks.
2. From the drop-down, select All Open PMs
If necessary, drag to expand the field width on Compliance Finish so that you can see all the wording.
3. Click on the Filter Icon.
4. Locate the Compliance Finish Column Filter and click the drop-down arrow to the right.
5. Your filter options in the Start and End drop downs are Offset and Date. Choose Date, and select the beginning of your date range and the end of your date range.
In our example, we know that our PMs are complete through April. Therefore we would want to have our Compliance Finish window go from the beginning of the month to today.
6. Click Apply and the grid will filter.
7. You can export the filtered results to Excel by clicking on the Excel hyperlink in the upper right corner to download.
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