macros

[Sarah23]

I created a macro to highlight overdue tasks in Project. I have been running
it manually, but I would like this macro to run automatically each time
Project is opened and each time any change is made in Project. Is there a
way to do this?

 

[JackD]

There is. But are you sure you want it to run every time there is a change?
In fact, rather than tell you how to write a macro to do this, I would
suggest that instead you use custom fields to do this.
They will recalculate in real-time and you can use the built-in graphical
indicators to highlight the tasks.

It is easy to do.
Go to insert menu,
Select column,
Pick one of the unused Date fields.
Click OK
Right click on that column header
Choose customize fields
click the formula button
enter the formula you want or the name of the field that you are testing.
To make it simple, start with just using something like the finish date
That means you enter in the box this text:

[Finish]

Click OK
Now click on the graphical indicator button.
Set the criteria you want to use.
For example you can use the test "is greater than", the value "baseline
finish" and then set a red indicator for it.

You can get more and more complicated. For example, you could use a text or
number field and your formula could return different results for different
conditions. An example would be iif([percent
complete]<1,iif([finish]>[baseline finish],"Late",""),"")
I have some short examples at my website in the custom fields FAQ area.

For equations which test each line like this, they are better than a macro.

 

[Sarah]

This was extremely helpful, thank you.

I currently have a customized field (Text1) with the following formula:

IIf([% Complete]<100,IIf([Finish]<[Date1],"Late",""),IIf([%
Complete]=100,"Complete"))

This is great....except that my boss would like a checkmark to appear next
to completed tasks instead of the word "complete". Is there a way to enter a
checkmark symbol into this formula? I know I can show the checkmark in the
Indicator column, but I would rather show both late projects and completed
ones in the same column and hide the indicator column entirely. Another
option that would probably work would be to show "complete" in green and
"late" in red...but I don't know how to do this without running a macro and
would prefer to use a customized field (now that you have taught me more
about them). Thank you again. Merry Christmas!

There is. But are you sure you want it to run every time there is a change?
In fact, rather than tell you how to write a macro to do this, I would
suggest that instead you use custom fields to do this.
They will recalculate in real-time and you can use the built-in graphical
indicators to highlight the tasks.

It is easy to do.
Go to insert menu,
Select column,
Pick one of the unused Date fields.
Click OK
Right click on that column header
Choose customize fields
click the formula button
enter the formula you want or the name of the field that you are testing.
To make it simple, start with just using something like the finish date
That means you enter in the box this text:

[Finish]

Click OK
Now click on the graphical indicator button.
Set the criteria you want to use.
For example you can use the test "is greater than", the value "baseline
finish" and then set a red indicator for it.

You can get more and more complicated. For example, you could use a text or
number field and your formula could return different results for different
conditions. An example would be iif([percent
complete]<1,iif([finish]>[baseline finish],"Late",""),"")
I have some short examples at my website in the custom fields FAQ area.

For equations which test each line like this, they are better than a macro.

--
-Jack ... For project information and macro examples visit
http://masamiki.com/project

..

I created a macro to highlight overdue tasks in Project. I have been running
it manually, but I would like this macro to run automatically each time
Project is opened and each time any change is made in Project. Is there a
way to do this?

 

[Mike Glen]

Hi Sarah,

Welcome to this Microsoft Project newsgroup

You could put a different character within the quote to represent the ticks.
Try the Windows Start menu and look for the Character Map in Accessories.
You could select the square root sign perhaps. Meanwhile, you might like
to have a look at my series on Microsoft Project in the TechTrax ezine,
particularly #14 & 14 –Customizing Fields, at this site:
http://tinyurl.com/2xbhc or this:
http://pubs.logicalexpressions.com/Pub0009/LPMFrame.asp?CMD=ArticleSearch&AUTH=23
(Perhaps you'd care to rate the article before leaving the site,
Thanks.)

FAQs, companion products and other useful Project information can be seen at
this web address: <http://www.mvps.org/project/>

Hope this helps - please let us know how you get on

Mike Glen
MS Project MVP

This was extremely helpful, thank you.

I currently have a customized field (Text1) with the following
formula:

IIf([% Complete]<100,IIf([Finish]<[Date1],"Late",""),IIf([%
Complete]=100,"Complete"))

This is great....except that my boss would like a checkmark to appear
next to completed tasks instead of the word "complete". Is there a
way to enter a checkmark symbol into this formula? I know I can show
the checkmark in the Indicator column, but I would rather show both
late projects and completed ones in the same column and hide the
indicator column entirely. Another option that would probably work
would be to show "complete" in green and "late" in red...but I don't
know how to do this without running a macro and would prefer to use a
customized field (now that you have taught me more about them).
Thank you again. Merry Christmas!

There is. But are you sure you want it to run every time there is a
change? In fact, rather than tell you how to write a macro to do
this, I would suggest that instead you use custom fields to do this.
They will recalculate in real-time and you can use the built-in
graphical indicators to highlight the tasks.

It is easy to do.
Go to insert menu,
Select column,
Pick one of the unused Date fields.
Click OK
Right click on that column header
Choose customize fields
click the formula button
enter the formula you want or the name of the field that you are
testing. To make it simple, start with just using something like the
finish date That means you enter in the box this text:

[Finish]

Click OK
Now click on the graphical indicator button.
Set the criteria you want to use.
For example you can use the test "is greater than", the value
"baseline finish" and then set a red indicator for it.

You can get more and more complicated. For example, you could use a
text or number field and your formula could return different results
for different conditions. An example would be iif([percent
complete]<1,iif([finish]>[baseline finish],"Late",""),"")
I have some short examples at my website in the custom fields FAQ
area.

For equations which test each line like this, they are better than a
macro.

--
-Jack ... For project information and macro examples visit
http://masamiki.com/project

..

I created a macro to highlight overdue tasks in Project. I have
been running it manually, but I would like this macro to run
automatically each time Project is opened and each time any change
is made in Project. Is there a way to do this?

 

[Sarah]

Hello Mike,

Thanks for your help! I was able to insert a square root symbol that looks
like a check mark. Although there were many many fonts which had square root
symbols listed, only 2 translated to project. So, my check mark is a little
smaller and thinner than I had hoped, but it should get the job done.

I haven't had a chance to look at your article yet, but I hope to do so
soon. Thanks again!

Hi Sarah,

Welcome to this Microsoft Project newsgroup

You could put a different character within the quote to represent the ticks.
Try the Windows Start menu and look for the Character Map in Accessories.
You could select the square root sign perhaps. Meanwhile, you might like
to have a look at my series on Microsoft Project in the TechTrax ezine,
particularly #14 & 14 –Customizing Fields, at this site:
http://tinyurl.com/2xbhc or this:
http://pubs.logicalexpressions.com/Pub0009/LPMFrame.asp?CMD=ArticleSearch&AUTH=23
(Perhaps you'd care to rate the article before leaving the site,
Thanks.)

FAQs, companion products and other useful Project information can be seen at
this web address: <http://www.mvps.org/project/>

Hope this helps - please let us know how you get on

Mike Glen
MS Project MVP

This was extremely helpful, thank you.

I currently have a customized field (Text1) with the following
formula:

IIf([% Complete]<100,IIf([Finish]<[Date1],"Late",""),IIf([%
Complete]=100,"Complete"))

This is great....except that my boss would like a checkmark to appear
next to completed tasks instead of the word "complete". Is there a
way to enter a checkmark symbol into this formula? I know I can show
the checkmark in the Indicator column, but I would rather show both
late projects and completed ones in the same column and hide the
indicator column entirely. Another option that would probably work
would be to show "complete" in green and "late" in red...but I don't
know how to do this without running a macro and would prefer to use a
customized field (now that you have taught me more about them).
Thank you again. Merry Christmas!

There is. But are you sure you want it to run every time there is a
change? In fact, rather than tell you how to write a macro to do
this, I would suggest that instead you use custom fields to do this.
They will recalculate in real-time and you can use the built-in
graphical indicators to highlight the tasks.

It is easy to do.
Go to insert menu,
Select column,
Pick one of the unused Date fields.
Click OK
Right click on that column header
Choose customize fields
click the formula button
enter the formula you want or the name of the field that you are
testing. To make it simple, start with just using something like the
finish date That means you enter in the box this text:

[Finish]

Click OK
Now click on the graphical indicator button.
Set the criteria you want to use.
For example you can use the test "is greater than", the value
"baseline finish" and then set a red indicator for it.

You can get more and more complicated. For example, you could use a
text or number field and your formula could return different results
for different conditions. An example would be iif([percent
complete]<1,iif([finish]>[baseline finish],"Late",""),"")
I have some short examples at my website in the custom fields FAQ
area.

For equations which test each line like this, they are better than a
macro.

--
-Jack ... For project information and macro examples visit
http://masamiki.com/project

..
I created a macro to highlight overdue tasks in Project. I have
been running it manually, but I would like this macro to run
automatically each time Project is opened and each time any change
is made in Project. Is there a way to do this?

 

[Mike Glen]

You're welcome, Sarah. You could try bold and increase the font size.

Mike Glen
MS Project MVP

Hello Mike,

Thanks for your help! I was able to insert a square root symbol that
looks like a check mark. Although there were many many fonts which
had square root symbols listed, only 2 translated to project. So, my
check mark is a little smaller and thinner than I had hoped, but it
should get the job done.

I haven't had a chance to look at your article yet, but I hope to do
so soon. Thanks again!

Hi Sarah,

Welcome to this Microsoft Project newsgroup

You could put a different character within the quote to represent
the ticks. Try the Windows Start menu and look for the Character Map
in Accessories. You could select the square root sign perhaps.
Meanwhile, you might like to have a look at my series on Microsoft
Project in the TechTrax ezine, particularly #14 & 14 –Customizing
Fields, at this site: http://tinyurl.com/2xbhc or this:
http://pubs.logicalexpressions.com/Pub0009/LPMFrame.asp?CMD=ArticleSearch&AUTH=23
(Perhaps you'd care to rate the article before leaving the site,
Thanks.)

FAQs, companion products and other useful Project information can be
seen at this web address: <http://www.mvps.org/project/>

Hope this helps - please let us know how you get on

Mike Glen
MS Project MVP

This was extremely helpful, thank you.

I currently have a customized field (Text1) with the following
formula:

IIf([% Complete]<100,IIf([Finish]<[Date1],"Late",""),IIf([%
Complete]=100,"Complete"))

This is great....except that my boss would like a checkmark to
appear next to completed tasks instead of the word "complete". Is
there a way to enter a checkmark symbol into this formula? I know
I can show the checkmark in the Indicator column, but I would
rather show both late projects and completed ones in the same
column and hide the indicator column entirely. Another option that
would probably work would be to show "complete" in green and "late"
in red...but I don't know how to do this without running a macro
and would prefer to use a customized field (now that you have
taught me more about them). Thank you again. Merry Christmas!

:

There is. But are you sure you want it to run every time there is a
change? In fact, rather than tell you how to write a macro to do
this, I would suggest that instead you use custom fields to do
this. They will recalculate in real-time and you can use the
built-in graphical indicators to highlight the tasks.

It is easy to do.
Go to insert menu,
Select column,
Pick one of the unused Date fields.
Click OK
Right click on that column header
Choose customize fields
click the formula button
enter the formula you want or the name of the field that you are
testing. To make it simple, start with just using something like
the finish date That means you enter in the box this text:

[Finish]

Click OK
Now click on the graphical indicator button.
Set the criteria you want to use.
For example you can use the test "is greater than", the value
"baseline finish" and then set a red indicator for it.

You can get more and more complicated. For example, you could use a
text or number field and your formula could return different
results for different conditions. An example would be iif([percent
complete]<1,iif([finish]>[baseline finish],"Late",""),"")
I have some short examples at my website in the custom fields FAQ
area.

For equations which test each line like this, they are better than
a macro.

--
-Jack ... For project information and macro examples visit
http://masamiki.com/project

..
I created a macro to highlight overdue tasks in Project. I have
been running it manually, but I would like this macro to run
automatically each time Project is opened and each time any change
is made in Project. Is there a way to do this?

 

[Steve House [MVP]]

When a task is marked complete, a checkmark appears by default in the
indicator column to the left of the task's name column. Your boss doesn't
like that one?

--
Steve House [MVP]
MS Project Trainer & Consultant
Visit http://www.mvps.org/project/faqs.htm for the FAQs

Hello Mike,

Thanks for your help! I was able to insert a square root symbol that
looks
like a check mark. Although there were many many fonts which had square
root
symbols listed, only 2 translated to project. So, my check mark is a
little
smaller and thinner than I had hoped, but it should get the job done.

I haven't had a chance to look at your article yet, but I hope to do so
soon. Thanks again!

Hi Sarah,

Welcome to this Microsoft Project newsgroup

You could put a different character within the quote to represent the
ticks.
Try the Windows Start menu and look for the Character Map in Accessories.
You could select the square root sign perhaps. Meanwhile, you might like
to have a look at my series on Microsoft Project in the TechTrax ezine,
particularly #14 & 14 â?"Customizing Fields, at this site:
http://tinyurl.com/2xbhc or this:
http://pubs.logicalexpressions.com/Pub0009/LPMFrame.asp?CMD=ArticleSearch&AUTH=23
(Perhaps you'd care to rate the article before leaving the site,
Thanks.)

FAQs, companion products and other useful Project information can be seen
at
this web address: <http://www.mvps.org/project/>

Hope this helps - please let us know how you get on

Mike Glen
MS Project MVP

This was extremely helpful, thank you.

I currently have a customized field (Text1) with the following
formula:

IIf([% Complete]<100,IIf([Finish]<[Date1],"Late",""),IIf([%
Complete]=100,"Complete"))

This is great....except that my boss would like a checkmark to appear
next to completed tasks instead of the word "complete". Is there a
way to enter a checkmark symbol into this formula? I know I can show
the checkmark in the Indicator column, but I would rather show both
late projects and completed ones in the same column and hide the
indicator column entirely. Another option that would probably work
would be to show "complete" in green and "late" in red...but I don't
know how to do this without running a macro and would prefer to use a
customized field (now that you have taught me more about them).
Thank you again. Merry Christmas!

:

There is. But are you sure you want it to run every time there is a
change? In fact, rather than tell you how to write a macro to do
this, I would suggest that instead you use custom fields to do this.
They will recalculate in real-time and you can use the built-in
graphical indicators to highlight the tasks.

It is easy to do.
Go to insert menu,
Select column,
Pick one of the unused Date fields.
Click OK
Right click on that column header
Choose customize fields
click the formula button
enter the formula you want or the name of the field that you are
testing. To make it simple, start with just using something like the
finish date That means you enter in the box this text:

[Finish]

Click OK
Now click on the graphical indicator button.
Set the criteria you want to use.
For example you can use the test "is greater than", the value
"baseline finish" and then set a red indicator for it.

You can get more and more complicated. For example, you could use a
text or number field and your formula could return different results
for different conditions. An example would be iif([percent
complete]<1,iif([finish]>[baseline finish],"Late",""),"")
I have some short examples at my website in the custom fields FAQ
area.

For equations which test each line like this, they are better than a
macro.

--
-Jack ... For project information and macro examples visit
http://masamiki.com/project

..
I created a macro to highlight overdue tasks in Project. I have
been running it manually, but I would like this macro to run
automatically each time Project is opened and each time any change
is made in Project. Is there a way to do this?

 

[Jeff N]

JackD,

I would like to set up the graphical indicators to show:

Red for late finish
Yellow for 5 days prior to finish
Green for on schedule

All measured against "today's" date

My question is: How do you incorporate today's date in the formula? Sorry if
this a basic question.

Thanks,

There is. But are you sure you want it to run every time there is a change?
In fact, rather than tell you how to write a macro to do this, I would
suggest that instead you use custom fields to do this.
They will recalculate in real-time and you can use the built-in graphical
indicators to highlight the tasks.

It is easy to do.
Go to insert menu,
Select column,
Pick one of the unused Date fields.
Click OK
Right click on that column header
Choose customize fields
click the formula button
enter the formula you want or the name of the field that you are testing.
To make it simple, start with just using something like the finish date
That means you enter in the box this text:

[Finish]

Click OK
Now click on the graphical indicator button.
Set the criteria you want to use.
For example you can use the test "is greater than", the value "baseline
finish" and then set a red indicator for it.

You can get more and more complicated. For example, you could use a text or
number field and your formula could return different results for different
conditions. An example would be iif([percent
complete]<1,iif([finish]>[baseline finish],"Late",""),"")
I have some short examples at my website in the custom fields FAQ area.

For equations which test each line like this, they are better than a macro.

--
-Jack ... For project information and macro examples visit
http://masamiki.com/project

..

I created a macro to highlight overdue tasks in Project. I have been running
it manually, but I would like this macro to run automatically each time
Project is opened and each time any change is made in Project. Is there a
way to do this?

 

[JackD]

Personally I'd use [Status Date] as you can set it to today's date or
yesterday's date or tomorrow's date if you are getting information ready
for the following day. But if you really want to use today's date you simply
use

Date()

or

Now()


--
-Jack ... For project information and macro examples visit
http://masamiki.com/project

..

JackD,

I would like to set up the graphical indicators to show:

Red for late finish
Yellow for 5 days prior to finish
Green for on schedule

All measured against "today's" date

My question is: How do you incorporate today's date in the formula? Sorry if
this a basic question.

Thanks,

There is. But are you sure you want it to run every time there is a change?
In fact, rather than tell you how to write a macro to do this, I would
suggest that instead you use custom fields to do this.
They will recalculate in real-time and you can use the built-in graphical
indicators to highlight the tasks.

It is easy to do.
Go to insert menu,
Select column,
Pick one of the unused Date fields.
Click OK
Right click on that column header
Choose customize fields
click the formula button
enter the formula you want or the name of the field that you are testing.
To make it simple, start with just using something like the finish date
That means you enter in the box this text:

[Finish]

Click OK
Now click on the graphical indicator button.
Set the criteria you want to use.
For example you can use the test "is greater than", the value "baseline
finish" and then set a red indicator for it.

You can get more and more complicated. For example, you could use a text or
number field and your formula could return different results for different
conditions. An example would be iif([percent
complete]<1,iif([finish]>[baseline finish],"Late",""),"")
I have some short examples at my website in the custom fields FAQ area.

For equations which test each line like this, they are better than a macro.

--
-Jack ... For project information and macro examples visit
http://masamiki.com/project

..

I created a macro to highlight overdue tasks in Project. I have been running
it manually, but I would like this macro to run automatically each time
Project is opened and each time any change is made in Project. Is there a
way to do this?