Linking a Specific Date (Actual Finish) to a Specific Column & Cel

B

BillV

This question has me bewildered a little bit. I was asked to Roll up a
Project and only show its Summary Tasks, no big deal. I was then to add
specific (but already exisiting) SubTasks as columns across the top of the
Project. These specific subtasks are to be used as a down and dirty look
while in this rolled up view. My problem is this: How do I link, copy,
paste, the Actual Finish Date into the cell that directly corrosponds or
intersects the subtask (column) and the summary task in the rolled up view.
The purpose being, when an Actual Finish Date is entered the date is
automatically reflected in this view. I hope my explaination makes sense. I
am using Project 07 Professional, no server in use.
 
J

John

BillV said:
This question has me bewildered a little bit. I was asked to Roll up a
Project and only show its Summary Tasks, no big deal. I was then to add
specific (but already exisiting) SubTasks as columns across the top of the
Project. These specific subtasks are to be used as a down and dirty look
while in this rolled up view. My problem is this: How do I link, copy,
paste, the Actual Finish Date into the cell that directly corrosponds or
intersects the subtask (column) and the summary task in the rolled up view.
The purpose being, when an Actual Finish Date is entered the date is
automatically reflected in this view. I hope my explaination makes sense. I
am using Project 07 Professional, no server in use.

BillV,
Whomever is asking for this format is probably used to using a
spreadsheet and not very familiar with a Gantt timeline. If you want to
do it the hard way then what you describe is it. Tell you what, why not
take a much simpler approach and still get the "down and dirty" format
you need.

Use a spare flag field (e.g. Flag1) to identify those tasks that you
want to show. Then create and apply a filter to show tasks with the
flag. Be sure to have the filter include summary lines.

John
Project MVP
 
D

Dean C

I disagree with John. I think the person requesting the view knows Project
well.
Set the Rollup field to yes for each task to be seen at the summary level.
Copy the Gantt view so that you know when you are using a custom view.
You may have to select Always Rollup Gantt Bars from Format Layout.
If you want the rolled up data to look differently, depending on the type of
task for example Analysis, Design, Code & Unit Test, set Flags for each type.
Edit bar styles and in show for, use rolledup, flagx.
 
J

John

John said:
BillV,
Whomever is asking for this format is probably used to using a
spreadsheet and not very familiar with a Gantt timeline. If you want to
do it the hard way then what you describe is it. Tell you what, why not
take a much simpler approach and still get the "down and dirty" format
you need.

Use a spare flag field (e.g. Flag1) to identify those tasks that you
want to show. Then create and apply a filter to show tasks with the
flag. Be sure to have the filter include summary lines.

John
Project MVP

Jan and Dean,
I think you missed the specifics of what the poster asked for. If I read
his post correctly he already uses a rollup but what he wants in
addition is customized columns with linked dates. Yeah, it can be done,
but I stand by my statement that it is non-standard and a hard way of
approaching the need.

John
Project MVP
 

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