How to create custom View with Colored Circle Indicators

[Sajid]

Hi,
I want to know how to get the colored cirle indicators in the project
center views of the PWA.
I would like to show that the project schedule is on course using a Red,
Yellow & Green circles. Do also tell me which field should be picked up to
represent the overall schedule status of a given project.

 

[Reid McTaggart]

Do it by defining Enterprise Custom Fields. There are several different
approaches, and here is one example:

Open Enterprise Global
Select Tools > Customize > Enterprise Fields
Rename Enterprise Text 1 as "Schedule Status"
Click Formula
Enter a formula such as:
IIf([Baseline Start]>999999,"No Baseline",Switch(([Finish]-[Baseline
Finish])<=0,"On Schedule",([Finish]-[Baseline Finish])<=5,"1-5d
Late",([Finish]-[Baseline Finish])>5,">5d Late"))

Click Graphical Indicators
In the Test column select "equals" for each of the first four rows

In the first four rows of the Value(s) column enter:
No Baseline
On Schedule
1-5d Late

5d Late

In the Image column, choose the graphical indicator you want for each value

[optional] Add the Schedule Status field to the Table associated with the
View in which you want to see the indicator in Project Pro.

Save Enterprise Global
Shut down Project
Restart Project
Open a project
Change or recalculate the project
Publish the project

In PWA, create or modify a view to include the Schedule Status field.

--
Reid McTaggart
(e-mail address removed)
Alegient, Inc., Houston
Project Server Experts
Microsoft Certified Partner

 

[Sajid]

Hi Reid McTaggart,
Thank you so much. Your elaborate description of the solution simplified my
task of creating a report with graphical indicators very quickly.

Regards,
Sajid.

Do it by defining Enterprise Custom Fields. There are several different
approaches, and here is one example:

Open Enterprise Global
Select Tools > Customize > Enterprise Fields
Rename Enterprise Text 1 as "Schedule Status"
Click Formula
Enter a formula such as:
IIf([Baseline Start]>999999,"No Baseline",Switch(([Finish]-[Baseline
Finish])<=0,"On Schedule",([Finish]-[Baseline Finish])<=5,"1-5d
Late",([Finish]-[Baseline Finish])>5,">5d Late"))

Click Graphical Indicators
In the Test column select "equals" for each of the first four rows

In the first four rows of the Value(s) column enter:
No Baseline
On Schedule
1-5d Late

5d Late

In the Image column, choose the graphical indicator you want for each value

[optional] Add the Schedule Status field to the Table associated with the
View in which you want to see the indicator in Project Pro.

Save Enterprise Global
Shut down Project
Restart Project
Open a project
Change or recalculate the project
Publish the project

In PWA, create or modify a view to include the Schedule Status field.

--
Reid McTaggart
(e-mail address removed)
Alegient, Inc., Houston
Project Server Experts
Microsoft Certified Partner

Hi,
I want to know how to get the colored cirle indicators in the project
center views of the PWA.
I would like to show that the project schedule is on course using a Red,
Yellow & Green circles. Do also tell me which field should be picked up to
represent the overall schedule status of a given project.

 

[Mike S.]

In reference to the example below, for some reason I do not see the
Enterprise Text 1 field becoming renamed as Schedule Status when I attempt
to manage a project center view. I simply see Text1 as the closest match
and that does not display anything if I select it.
Any suggestions on what I might be missing?
Thanks.
Mike

Do it by defining Enterprise Custom Fields. There are several different
approaches, and here is one example:

Open Enterprise Global
Select Tools > Customize > Enterprise Fields
Rename Enterprise Text 1 as "Schedule Status"
Click Formula
Enter a formula such as:
IIf([Baseline Start]>999999,"No Baseline",Switch(([Finish]-[Baseline
Finish])<=0,"On Schedule",([Finish]-[Baseline Finish])<=5,"1-5d
Late",([Finish]-[Baseline Finish])>5,">5d Late"))

Click Graphical Indicators
In the Test column select "equals" for each of the first four rows

In the first four rows of the Value(s) column enter:
No Baseline
On Schedule
1-5d Late

5d Late

In the Image column, choose the graphical indicator you want for each
value

[optional] Add the Schedule Status field to the Table associated with the
View in which you want to see the indicator in Project Pro.

Save Enterprise Global
Shut down Project
Restart Project
Open a project
Change or recalculate the project
Publish the project

In PWA, create or modify a view to include the Schedule Status field.

--
Reid McTaggart
(e-mail address removed)
Alegient, Inc., Houston
Project Server Experts
Microsoft Certified Partner

Hi,
I want to know how to get the colored cirle indicators in the project
center views of the PWA.
I would like to show that the project schedule is on course using a Red,
Yellow & Green circles. Do also tell me which field should be picked up
to
represent the overall schedule status of a given project.

 

[Charles]

Hello Mr. Reid,

Is it possible for you to translate in english the formula that you provided
for custom fields? I might have to use it but am not comimg from a
programming background.

Your help will be appreiated
Thanks,
--
CN

Do it by defining Enterprise Custom Fields. There are several different
approaches, and here is one example:

Open Enterprise Global
Select Tools > Customize > Enterprise Fields
Rename Enterprise Text 1 as "Schedule Status"
Click Formula
Enter a formula such as:
IIf([Baseline Start]>999999,"No Baseline",Switch(([Finish]-[Baseline
Finish])<=0,"On Schedule",([Finish]-[Baseline Finish])<=5,"1-5d
Late",([Finish]-[Baseline Finish])>5,">5d Late"))

Click Graphical Indicators
In the Test column select "equals" for each of the first four rows

In the first four rows of the Value(s) column enter:
No Baseline
On Schedule
1-5d Late

5d Late

In the Image column, choose the graphical indicator you want for each value

[optional] Add the Schedule Status field to the Table associated with the
View in which you want to see the indicator in Project Pro.

Save Enterprise Global
Shut down Project
Restart Project
Open a project
Change or recalculate the project
Publish the project

In PWA, create or modify a view to include the Schedule Status field.

--
Reid McTaggart
(e-mail address removed)
Alegient, Inc., Houston
Project Server Experts
Microsoft Certified Partner

Hi,
I want to know how to get the colored cirle indicators in the project
center views of the PWA.
I would like to show that the project schedule is on course using a Red,
Yellow & Green circles. Do also tell me which field should be picked up to
represent the overall schedule status of a given project.

 

[Charles]

Hell Mr. Reid,

Would it be possible for you to translate the formula in English. I am not
from a programming background and hope to use this formula for customizing
the enterprise fields.

Your help will an appreciated learning contribution.

Thanks,
Charles.
--
CN

Do it by defining Enterprise Custom Fields. There are several different
approaches, and here is one example:

Open Enterprise Global
Select Tools > Customize > Enterprise Fields
Rename Enterprise Text 1 as "Schedule Status"
Click Formula
Enter a formula such as:
IIf([Baseline Start]>999999,"No Baseline",Switch(([Finish]-[Baseline
Finish])<=0,"On Schedule",([Finish]-[Baseline Finish])<=5,"1-5d
Late",([Finish]-[Baseline Finish])>5,">5d Late"))

Click Graphical Indicators
In the Test column select "equals" for each of the first four rows

In the first four rows of the Value(s) column enter:
No Baseline
On Schedule
1-5d Late

5d Late

In the Image column, choose the graphical indicator you want for each value

[optional] Add the Schedule Status field to the Table associated with the
View in which you want to see the indicator in Project Pro.

Save Enterprise Global
Shut down Project
Restart Project
Open a project
Change or recalculate the project
Publish the project

In PWA, create or modify a view to include the Schedule Status field.

--
Reid McTaggart
(e-mail address removed)
Alegient, Inc., Houston
Project Server Experts
Microsoft Certified Partner

Hi,
I want to know how to get the colored cirle indicators in the project
center views of the PWA.
I would like to show that the project schedule is on course using a Red,
Yellow & Green circles. Do also tell me which field should be picked up to
represent the overall schedule status of a given project.