Cost, Work and Schedule Slip formulas, help.

R

Robert

Hello,

I'm trying to setup formulas for work, schedule and cost slippage.
Below is what I have so far, but I know its either not correct or
isn't properly displaying indicators.


Schedule Slip

Switch(Len(CStr([Baseline Finish]))<3,"No
baseline",ProjDateDiff([Baseline Finish],[Finish])/
480>=5,"Later",ProjDateDiff([Baseline Finish],[Finish])/
480>0,"Late",True,"On schedule")

Cost Slip

Switch(Len(CStr([Baseline Finish]))<3,"No baseline",([Cost]+1)/
([Baseline Cost]+1)>1.2,"Overbudget by 20% or more",([Cost]+1)/
([Baseline Cost]+1)>1,"Overbudget",True,"Under budget")

Work Slip

IIf([Remaining Work]*1.2>[Work],1,2) And IIf([Remaining Work]*1<
[Work],3,2) And IIf([Remaining Work]*1.5> [Work],4,2)


Can someone please rewrite these or show me a better way to do it?
I'm looking to figure out how to have it show red if for example if
the finish date is 120% or more of the baseline finish. Thanks for
any help.
 
J

Jim Aksel

You may want to post to the developer news group.
You need to test 4 conditions: No Baseline, Early Finish, Ontime Finish,
Late Finish ... and I guess a really late finish.
The forumula below is a start, but is not perfect. This works fine if there
is a baseline. If there is no baseline, this formula returns an error:

Switch([Baseline Start]=ProjDateValue("NA"),"No
Baseline",ProjDateDiff([Baseline
Finish],[Finish])/480<0,"Early",ProjDateDiff([Baseline
Finish],[Finish])/480=0,"On Schedule",ProjDateDiff([Baseline
Finish],[Finish])/480<=5,"Late",ProjDateDiff([Baseline
Finish],[Finish])/480>5,"Later")

If you separate out the first test for no baseline and put it in a separate
column it works fine when buried in an "if" statement. Perhaps one of the
MVPs will have a post -- let's see what happens.
 
J

Jim Aksel

Formatting the color of a field depending on its value is a bit tricky.
The test you want is something similar to [Duration]/[Baseline Duration]>1.2.
You can use a graphical indicator for this purpose ... it is one of the
options on the buttons on the grpahical indicators box.

You cannot manipulate the text color directly in P2003. Mike Glen has some
tutorials on custom fields and they should help. Try Tutorial 14 & 15 here:
http://project.mvps.org/mike's_tutorials.htm that is a good start.
 
R

Robert

Thanks for the reply, that is a good resource. How would I code it to
show a white circle for instance, if there was no baseline? For the
graphical indicators, what would I put for the values in your
example? Would I choose "is less then" and value 0 for the green
circle, "equals" and value 0 for the on schedule choice? Thanks.
Any more information would be great. I think the one I need most help
with is the work slippage indicator. Thanks!

Formatting the color of a field depending on its value is a bit tricky.
The test you want is something similar to [Duration]/[Baseline Duration]>1.2.
You can use a graphical indicator for this purpose ... it is one of the
options on the buttons on the grpahical indicators box.

You cannot manipulate the text color directly in P2003. Mike Glen has some
tutorials on custom fields and they should help. Try Tutorial 14 & 15 here:http://project.mvps.org/mike's_tutorials.htm that is a good start.

Robert said:
I'm trying to setup formulas for work, schedule and cost slippage.
Below is what I have so far, but I know its either not correct or
isn't properly displaying indicators.
Schedule Slip
Switch(Len(CStr([Baseline Finish]))<3,"No
baseline",ProjDateDiff([Baseline Finish],[Finish])/
480>=5,"Later",ProjDateDiff([Baseline Finish],[Finish])/
480>0,"Late",True,"On schedule")
Cost Slip
Switch(Len(CStr([Baseline Finish]))<3,"No baseline",([Cost]+1)/
([Baseline Cost]+1)>1.2,"Overbudget by 20% or more",([Cost]+1)/
([Baseline Cost]+1)>1,"Overbudget",True,"Under budget")
Work Slip
IIf([Remaining Work]*1.2>[Work],1,2) And IIf([Remaining Work]*1<
[Work],3,2) And IIf([Remaining Work]*1.5> [Work],4,2)
Can someone please rewrite these or show me a better way to do it?
I'm looking to figure out how to have it show red if for example if
the finish date is 120% or more of the baseline finish. Thanks for
any help.
 
J

Jack Dahlgren

Showing an indicator requires two things in this case, first a formula which
returns a value and second a set of indicators which display for certain
values.

Project will display the indicator which first meets the criteria. You can
use this to your advantage. For example you can set your indicators the way
you want and then put a criteria for no baseline at the end. For this
reason, make your formula return a rather big value (or a negative value) or
anything that won't be within the normal range.

-Jack Dahlgren
I have a bit about how to work with custom field formulas here:
http://zo-d.com/blog/archives/programming/working-with-custom-field-formulas.html

Robert said:
Thanks for the reply, that is a good resource. How would I code it to
show a white circle for instance, if there was no baseline? For the
graphical indicators, what would I put for the values in your
example? Would I choose "is less then" and value 0 for the green
circle, "equals" and value 0 for the on schedule choice? Thanks.
Any more information would be great. I think the one I need most help
with is the work slippage indicator. Thanks!

Formatting the color of a field depending on its value is a bit tricky.
The test you want is something similar to [Duration]/[Baseline
Duration]>1.2.
You can use a graphical indicator for this purpose ... it is one of the
options on the buttons on the grpahical indicators box.

You cannot manipulate the text color directly in P2003. Mike Glen has
some
tutorials on custom fields and they should help. Try Tutorial 14 & 15
here:http://project.mvps.org/mike's_tutorials.htm that is a good start.

Robert said:
I'm trying to setup formulas for work, schedule and cost slippage.
Below is what I have so far, but I know its either not correct or
isn't properly displaying indicators.
Schedule Slip
Switch(Len(CStr([Baseline Finish]))<3,"No
baseline",ProjDateDiff([Baseline Finish],[Finish])/
480>=5,"Later",ProjDateDiff([Baseline Finish],[Finish])/
480>0,"Late",True,"On schedule")
Cost Slip
Switch(Len(CStr([Baseline Finish]))<3,"No baseline",([Cost]+1)/
([Baseline Cost]+1)>1.2,"Overbudget by 20% or more",([Cost]+1)/
([Baseline Cost]+1)>1,"Overbudget",True,"Under budget")
Work Slip
IIf([Remaining Work]*1.2>[Work],1,2) And IIf([Remaining Work]*1<
[Work],3,2) And IIf([Remaining Work]*1.5> [Work],4,2)
Can someone please rewrite these or show me a better way to do it?
I'm looking to figure out how to have it show red if for example if
the finish date is 120% or more of the baseline finish. Thanks for
any help.
 
R

Robert

Thanks I'll try that.


Showing an indicator requires two things in this case, first a formula which
returns a value and second a set of indicators which display for certain
values.

Project will display the indicator which first meets the criteria. You can
use this to your advantage. For example you can set your indicators the way
you want and then put a criteria for no baseline at the end. For this
reason, make your formula return a rather big value (or a negative value) or
anything that won't be within the normal range.

-Jack Dahlgren
I have a bit about how to work with custom field formulas here:http://zo-d.com/blog/archives/programming/working-with-custom-field-f...


Thanks for the reply, that is a good resource. How would I code it to
show a white circle for instance, if there was no baseline? For the
graphical indicators, what would I put for the values in your
example? Would I choose "is less then" and value 0 for the green
circle, "equals" and value 0 for the on schedule choice? Thanks.
Any more information would be great. I think the one I need most help
with is the work slippage indicator. Thanks!
Formatting the color of a field depending on its value is a bit tricky.
The test you want is something similar to [Duration]/[Baseline
Duration]>1.2.
You can use a graphical indicator for this purpose ... it is one of the
options on the buttons on the grpahical indicators box.
You cannot manipulate the text color directly in P2003. Mike Glen has
some
tutorials on custom fields and they should help. Try Tutorial 14 & 15
here:http://project.mvps.org/mike's_tutorials.htmthat is a good start.
:
Hello,
I'm trying to setup formulas for work, schedule and cost slippage.
Below is what I have so far, but I know its either not correct or
isn't properly displaying indicators.
Schedule Slip
Switch(Len(CStr([Baseline Finish]))<3,"No
baseline",ProjDateDiff([Baseline Finish],[Finish])/
480>=5,"Later",ProjDateDiff([Baseline Finish],[Finish])/
480>0,"Late",True,"On schedule")
Cost Slip
Switch(Len(CStr([Baseline Finish]))<3,"No baseline",([Cost]+1)/
([Baseline Cost]+1)>1.2,"Overbudget by 20% or more",([Cost]+1)/
([Baseline Cost]+1)>1,"Overbudget",True,"Under budget")
Work Slip
IIf([Remaining Work]*1.2>[Work],1,2) And IIf([Remaining Work]*1<
[Work],3,2) And IIf([Remaining Work]*1.5> [Work],4,2)
Can someone please rewrite these or show me a better way to do it?
I'm looking to figure out how to have it show red if for example if
the finish date is 120% or more of the baseline finish. Thanks for
any help.
 

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