Automate RAG Status in P2000

[Steve Scott]

Can anyone advise me on this tricky one...I want to have a custom field with
a formula in it that compares the Baseline Finish Date with the Finish Date
fields. If the result is 0 days then I want the value in the custom field to
be "G"; if the result is between 0 and 5 days then I want the value in the
custom field to be "A" and if the result is >5 days variance then I want the
value in the custom field to be "R". I can then apply graphical indicators to
make this "RAG" field look great. Furthermore though, the above is only to
be applied to those tasks/milestones that are Not complete. For completed
tasks/milestones I want the value in the custom field to be "C".

I have tried this using by employing another customer number field utilising
teh Datediff function but its getting a bit fiddly now and I am sure there
must be an easier way??

Thanks in advance.

 

[JulieS]

Hi Steve,

For starters, you may wish to see Mike Glen's article at:
http://pubs.logicalexpressions.com/Pub0009/LPMArticle.asp?ID=403

He addresses using graphical indicators for cost variance but you can modify
his ideas using the [Finish Variance] field.

I suggest using one of the custom Number fields for the initial formula. I
was able to get what I think you are asking for with the following formula in
a custom number field.

IIf([% Complete]=100,-100,[Finish Variance]/480)
The beginning portion (IIf([% Complete]=100 tests to see if the task is
complete, if so, it sets the value of the field to -100. (You may use a
different numeric value). The second portion shows the Finish Variance in
days. The Finish Variance is the difference between Baseline Finish and
Finish and I divided by 480 return the value in days rather than minutes.

Then create your graphical indicators with the first test equal to -100 (or
what ever you selected) and choose no indicator.
The rest of the graphical indicators can follow your schema.

Hope this helps, let us know how you get along.
Julie