How can i create a custfield to hold the current phase of the proj

[MARVS]

I would like to create a customized project text field to hold the current
phase of the project. How can i do that?

I can't find the discussion thread on "determining the current phase of the
project..."

Pls. Help

 

[Marc Soester [MVP]]

Hi MARVS,

essentially all you need to do is to create a Project Custom fields and
enter your phase values in this outline code. When the project manager saves
teh project, he/she will need to choose the phase he/she is in. If the phase
changes, then the PM will need to go to the Project Information dialog window
and will need to change the value of the outline code to the new phase.
I hope this makes sense. Please let me know if you have any more questions.
thanks

 

[MARVS]

Hi Marc,

yeah, i agree with you... however, it would be another step for the user to
take. Is there a way to do that using the %complete or %work complete. Let's
say all tasks on certain phase got completed, how can i reflect to the ent.
project text field that the current phase is the next phase.

Ex.

Project Name : Project_sample
CurrentStatus(Enterprise Project Text 1) : planning phase
Activities %Complete
initiation phase 100
task 1 100
task 2 100
task 3 100
planning phase 0
task 4 0
task 5 0


if i am going to create a new project summary it will give me the ff:

Project Current Phase
Project_sample planning phase
Project_sample1 initiation phase
Project_sample2 stabilizing phase

Im thinking of using the WBS. I wil be defining an enterprise custom
field(toplevelWBS) which holds the leftmost part of the WBS. Then I will
create another enterprise field(phase) which reflects the leftmost
corresponding value. (i.e. if its a 1 then initiation, if its a 2 then
planning). During updates, using a project text field(current phase), my
condition is if its a summary task and it is %100 complete and phase =
'initiation' then current phase =planning and so on...

does it make sense?

Regards,
Marvs

Regards,

 

[Marc Soester [MVP]]

Hi Marvs,

That could work, but somethimes it may be the case that a project task of
one phase is not completed, and the project still progresses to the next
phase. In this case it probably makes sense to give the PM the abillity to
change the phase.

If your methodology dictates that all tasks need to be completed before
moving to the next phase, I suppose you could create a formula that changes
the phase when all project tasks are completed. In this case you would need
to define a custom field that shows which task belongs to which phase. Then
you may be able to achieve this. The downside is that each task will need to
have an associated custom field that shows the phase of the project.
Hope this makes sense
--
Marc Soester [MVP]
State Manager: EPM
http://marcsoester.blogspot.com

 

[MARVS]

Hi Marc,

I really appreciate your explanation. Maybe, this would need further
discussion with my stakeholders.

Thanks,
Marvs