How to ensure synchronization has happened

M

Max

Hi ,
I am creating an indicator for schedule with formula,
is it good to create in professional or on PWA
Also how do i ensure they are synced, please let me know

when i use schedule indicator what should i use in Entity (either
PRoject,Resource or Task) and same with type i feel i should use Test
 
R

reza

Hi Max,

more easy if you created in professional then published it to pwa.
they are always synchronized each other, but don't forget to publish every
changing in MS Professional.

About entity i usually use text for project, resource or task

hope this help
 
M

Max

Thanks for your response,
Well the indicator as i mentioned i want it on each line in project
professional(when i create plan) and summary to be calculated
so by using "text" and "Project" i can achieve this right
thanks
max
 
M

Max

But

When i try to enter new field i get error message as below, should i go to
enterprise global under tools and do this there. me using proj2007

Edits wil not be saved

any edits made to enterprise global template items are only available during
this session. Make edits in teh checked-out enterprise global template to
make them available to all users of this project server
 
R

reza

when you want to edit this field, you should use log on using Administrator
permission then you can create or edit field in project professional.

thanks
 
M

Max

Hi ,
I am sorry to get back to you.
Wel i couldnt do anything through project professional
i went to PWA and have created a new field called "schedule indicator" and
added that in the project centre view.but no indicator appears
i am sure as i learnt calcualtions happen in project professional and after
publish it comes on PWA but
How will i get this field created in pwa now in project professional, i am
not able to find it anywhere in project professional
Thanks
max
..pleas help
 
R

reza

Max...

Well, I don't know how you created new field called "schedule indicator" in
pwa.
The truth i never created new field in pwa, its rather difficult.
try to follow this link:
http://www.pptspaces.com/msprojectreporterblog/Lists/Posts/Post.aspx?ID=39

1. Open project in MS Project Professional using Administrator Permission
2. Select Tools > Customize > Fields…, select the appropriate field (Text1,
in this example), then click the Formula… button in the Customize Fields
dialog box.
3. In the Formula dialog box, Copy the formula from link above, then click
the OK button. Then click Add Field to Enterprise button. (don't forget to
hit this button)
4. In the Customize Fields dialog box, for Calculation for task and group
summary rows, select Use Formula. You may also wish to rename the text field
and give it a name such as "Schedule Status"; simply click on the Rename…
button, enter a new name, then click the OK button.
5. To add Graphical Indicators and click on the Graphical Indicators… button.
6. In the Graphical Indicators dialog box, enter each of the six results and
select an image for each. Example:
a. In First Coloum in "Test for Schedule Indicator" choose Equals
b. In Second Coloum in Values type result like Overdue
c. In Third Coloum in Image choose Red Smiley.
d. Repeat with different result.
7. Then click OK.
8. Save and publish, and it should show in project center view

hope will help you.

thanks

reza
 
R

reza

Max...
Miss something...
before that you should add Schedule Indicator fields in Server Setting --
Manage Views --- Project Center Section.

thanks
 
M

Max

Hi,
Thanks for your responses. Well i somehow got through and now the
indicators are showin up both in PWA and project professional.

can you share any formula with me if you have for Schedule indicator.
IS it really necessary to have bAseline comparison for schedule indicator.
Tahnks
max
 
R

reza

try to use this...

IIf([Baseline Finish]=ProjDateValue("NA"),"No Baseline",IIf([Current
Date]>[Baseline Finish],"Late Delivery",IIf([Actual
Finish]<>ProjDateValue("NA") And [Actual Finish]>[Baseline Finish],"Delivered
Late",IIf([Finish]>[Baseline Finish],"Possible Delay","On Time"))))
 
M

Max

Hi Reza,
We are just a start up and if i start doing based on baseline i would not
be sure if the mangers use it
Can you give me a code for just 4 indicators the conditions can be as
simple as

"Completed" - if [% Complete] is 100%
"Late" - if [Finish] date has crossed the current date (can give +2days
after finish if not current date (like for example if task is from 1-aug to
10-aug. when i open my plan on 11-aug it shld be shown late)
"Delayed" - if the [Finish] date has crossed more than 20 days
(like for example if task is from 1-aug to 10-aug. when i open my plan
on 25-aug it shld be shown delayed)

and for all other conditions it will be "In Progress"

This way i can be a bit simpler in explaining new users the need for
indicators.
please help me
thanks
max

reza said:
try to use this...

IIf([Baseline Finish]=ProjDateValue("NA"),"No Baseline",IIf([Current
Date]>[Baseline Finish],"Late Delivery",IIf([Actual
Finish]<>ProjDateValue("NA") And [Actual Finish]>[Baseline Finish],"Delivered
Late",IIf([Finish]>[Baseline Finish],"Possible Delay","On Time"))))


Max said:
Hi,
Thanks for your responses. Well i somehow got through and now the
indicators are showin up both in PWA and project professional.

can you share any formula with me if you have for Schedule indicator.
IS it really necessary to have bAseline comparison for schedule indicator.
Tahnks
max
 

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