System and Method for Monitoring Workflow in a Project Management System
A system comprises a memory operable to store one or more workpapers. The system further comprises a processor communicatively coupled to the memory and operable to determine a completion percentage associated with a particular workstream. The particular workstream may be associated with a plurality of workpapers. A first portion of the plurality of workpapers may be in a first stage of completion, and a second portion of the plurality of workpapers may be in a second stage of completion. Determining the completion percentage may comprise determining a first percentage based at least in part on the first portion and a first weight, determining a second percentage based at least in part on the second portion and a second weight, and adding the first percentage and the second percentage. The processor is further operable to store the determined completion percentage in a memory.
1 . A system, comprising:
a memory operable to store one or more workpapers; and
a processor communicatively coupled to the memory and operable to:
determine a completion percentage associated with a particular workstream, wherein:
the particular workstream is associated with a plurality of workpapers;
a first portion of the plurality of workpapers are in a first stage of completion;
a second portion of the plurality of workpapers are in a second stage of completion;
determining the completion percentage comprises:
determining a first percentage based at least in part on the first portion and a first weight;
determining a second percentage based at least in part on the second portion and a second weight; and
adding the first percentage and the second percentage; and
store the determined completion percentage in a memory.
2 . The system of claim 1 , wherein:
the first stage represents drafting one or more workpapers; and
the second stage represents reviewing one or more workpapers.
3 . The system of claim 2 , wherein:
a third portion of the plurality of workpapers are in a third stage of completion; and
determining the completion percentage further comprises:
determining a third percentage based at least in part on the third portion and a third weight; and
adding the third percentage to a sum of the first percentage and the second percentage.
4 . The system of claim 3 , wherein:
the third stage corresponds to one or more workpapers that have been approved after review; and
the third weight is more than the first weight and more than the second weight.
5 . The system of claim 1 , wherein determining the first percentage comprises:
determining a ratio of the first portion to the plurality of workpapers; and
multiplying the ratio by the first weight.
6 . The system of claim 1 , wherein the first weight is based at least in part on at least one of the following:
an estimated amount of time to complete a particular workpaper in the first stage of completion; and
an estimated cost to complete a particular workpaper in the first stage of completion.
7 . The system of claim 1 , wherein:
the first stage represents preparing one or more workpapers;
the second stage represents reviewing one or more workpapers; and
the processor is further operable to:
in response to at least one workpaper in the first stage being submitted for review, update the first percentage and the second percentage; and
determine an updated completion percentage based at least in part on the updated first percentage and the updated second percentage.
8 . The system of claim 1 , wherein:
each of the plurality of workpapers are assigned to a respective one of a plurality of users; and
the processor is further operable to cause a client associated with a particular user to display:
the determined completion percentage associated with the particular workstream; and
a list of workpapers that are assigned to the particular user.
9 . The system of claim 1 , wherein the processor is further operable to:
display a plurality of workstreams; and
in response to a user selection of the particular workstream, display the determined completion percentage.
10 . A method, comprising:
determining a completion percentage associated with a particular workstream, wherein:
the particular workstream is associated with a plurality of workpapers;
a first portion of the plurality of workpapers are in a first stage of completion;
a second portion of the plurality of workpapers are in a second stage of completion;
determining the completion percentage comprises:
determining a first percentage based at least in part on the first portion and a first weight;
determining a second percentage based at least in part on the second portion and a second weight; and
adding the first percentage and the second percentage; and
storing the determined completion percentage in a memory.
11 . The method of claim 10 , wherein:
the first stage represents drafting one or more workpapers; and
the second stage represents reviewing one or more workpapers.
12 . The method of claim 11 , wherein:
a third portion of the plurality of workpapers are in a third stage of completion; and
determining the completion percentage further comprises:
determining a third percentage based at least in part on the third portion and a third weight; and
adding the third percentage to a sum of the first percentage and the second percentage.
13 . The method of claim 12 , wherein:
the third stage corresponds to one or more workpapers that have been approved after review; and
the third weight is more than the first weight and more than the second weight.
14 . The method of claim 10 , wherein determining the first percentage comprises:
determining a ratio of the first portion to the plurality of workpapers; and
multiplying the ratio by the first weight.
15 . The method of claim 10 , wherein the first weight is based at least in part on at least one of the following:
an estimated amount of time to complete a particular workpaper in the first stage of completion; and
an estimated cost to complete a particular workpaper in the first stage of completion.
16 . The method of claim 10 , wherein:
the first stage represents preparing one or more workpapers; and
the second stage represents reviewing one or more workpapers; and further comprising:
in response to at least one workpaper in the first stage being submitted for review, updating the first percentage and the second percentage; and
determining an updated completion percentage based at least in part on the updated first percentage and the updated second percentage.
17 . The method of claim 10 , wherein each of the plurality of workpapers are assigned to a respective one of a plurality of users, and further comprising:
causing a client associated with a particular user to display:
the determined completion percentage associated with the particular workstream; and
a list of workpapers that are assigned to the particular user.
18 . The method of claim 10 , further comprising:
displaying a plurality of workstreams; and
in response to a user selection of the particular workstream, displaying the determined completion percentage.
19 . Logic embedded in a computer readable medium and operable when executed by a processor to:
determine a completion percentage associated with a particular workstream, wherein:
the particular workstream is associated with a plurality of workpapers;
a first portion of the plurality of workpapers are in a first stage of completion;
a second portion of the plurality of workpapers are in a second stage of completion;
determining the completion percentage comprises:
determining a first percentage based at least in part on the first portion and a first weight;
determining a second percentage based at least in part on the second portion and a second weight; and
adding the first percentage and the second percentage; and
store the determined completion percentage in a memory.
20 . The logic of claim 19 , wherein the first weight is based at least in part on at least one of the following:
an estimated amount of time to complete a particular workpaper in the first stage of completion; and
an estimated cost to complete a particular workpaper in the first stage of completion.