Automated copy down from Project Summary Task

[Steve Scott]

I have created some custom text and outline code fields that are set at
Project Summary task level to act as Project level Information attributes. I
want to be able to copy these values down for every task without having to do
so manually. Is there a formula I can use that looks at the value of the
Project Summary task and copies down accordingly? If this is not possible
will I have to use pairs of text fields etc ie one to record the value at
Project Summary Task level and one to copy down via a formula?

NB I do not have Project Server.

thanks

Steve

 

[Jack Dahlgren MVP]

Custom Field formulas do not have the ability to look at more than a couple
of project level fields, so a calculated text field will not work.
However, a macro for this is simple to write.

For example if you are using text1 then the following code will copy the
value down to all tasks

sub copyDown()
for each task in activeproject.tasks
if not task is nothing then
task.text1 = activeproject.tasks(0).text1
end if
next task
end sub

Or you could set the project to show the project summary task (from the
options dialog box)
select the entire column and the cell in the first row and hit CTRL+D to
fill that value down to all sub tasks.

-Jack Dahlgren

 

[Steve Scott]

Hi Thanks Jack, this give me some options although the macro code is not
working I have pasted it exactly as you have written and I am using Text1
anyway..is there anything else that could be tripping this up?

thanks

Steve

 

[Steve Scott]

not to worry..I have sorted this now by creating some macros that select all
tasks and then CTRL+D. thanks