custom field for projects with tasks past due

[Robert Juarez]

I am wondering how/what formula would be needed for creating a custom field
at the project level to show when a project has at least one task that is
past due. I have a custom field at the task level (IIf([Finish]<[Current
Date] And [% Complete]<100,1,2)) that will show when an individual task is
overdue, but I want to add a custom field to the Project Center > Summary
view to show when a project has any overdue tasks. The PM can then drill
down from there into the project and see exactly what tasks are overdue.
Once I figure out the formula for this I want to assign graphical indicators
similar to my task level formula, but I should be able to handle that aspect
(hopefully!)

 

[Barbara - Austria]

Hi Robert,

I suggest to change your formula to (IIf([Finish]<[Current
Date] And [% Complete]<100,1,0). This field has to be a Number field to get
the Rollup functionality. Choose Maximum in there (that’s the reason why I
changed your 2 to 0). In graphical indicators you need only to specify icons
for the values 1 and 0. Change criteria for Summary rows and Project Summary
to “Inherit criteria from non-summary rows†to get this information for all
task levels. Add this field to a Project Details view.

After that create a second custom field for entity project of type number.
Use formula [Your field name of task level]. Define your graphical
indicators. Add this field to a Project Center view.

Restart Project Professional to make your fields available and re-publish
your projects. After that you should see your indicators in your modified
views.
I hope that does answer your question.

Barbara

 

[Robert Juarez]

Thanks, that worked perfectly =D

Hi Robert,

I suggest to change your formula to (IIf([Finish]<[Current
Date] And [% Complete]<100,1,0). This field has to be a Number field to get
the Rollup functionality. Choose Maximum in there (that’s the reason why I
changed your 2 to 0). In graphical indicators you need only to specify icons
for the values 1 and 0. Change criteria for Summary rows and Project Summary
to “Inherit criteria from non-summary rows†to get this information for all
task levels. Add this field to a Project Details view.

After that create a second custom field for entity project of type number.
Use formula [Your field name of task level]. Define your graphical
indicators. Add this field to a Project Center view.

Restart Project Professional to make your fields available and re-publish
your projects. After that you should see your indicators in your modified
views.
I hope that does answer your question.

Barbara

I am wondering how/what formula would be needed for creating a custom field
at the project level to show when a project has at least one task that is
past due. I have a custom field at the task level (IIf([Finish]<[Current
Date] And [% Complete]<100,1,2)) that will show when an individual task is
overdue, but I want to add a custom field to the Project Center > Summary
view to show when a project has any overdue tasks. The PM can then drill
down from there into the project and see exactly what tasks are overdue.
Once I figure out the formula for this I want to assign graphical indicators
similar to my task level formula, but I should be able to handle that aspect
(hopefully!)