Master Schedule Rollup Issue

M

MikeF

I need the experts help! I'm using project standard 03 and am trying to
create a mater schedule to include 50 sub-projects using a standard template.
Each project has a summary task that roll-ups earned value and progress info
as of a certain status date. When I create a master project schedule and link
the sub-projects into it, it creates an add'l summary task that calculates EV
metrics as of the current date and not the status date for each individual
project. Is there a solution in Project 03? Or do I need Project Server or
Project 2007 Professional? I simply need to create a read-only link from the
master to each sub-project and have it automatically update the master every
time a status update is applied to each sub-project without needing to update
baseline or have extraneous summary levels? Any thoughts?
 
J

Jim Aksel

[Status Date] is a property of the file, so the Master Project may have a
different [Status Date] than all the inserted files. Each file has its own
[Status Date].

We use a Macro that will change the [Status Date] for all projects to the
same date, the date contained in the master. Reporting progress on
subprojects with differing status dates is not useful to us. Taking
%Complete at the Master Project level will then change subproject %Complete
to match as well.

There is no different behavior in Project2007, or in the professional
versions of 2003/2007.

To properly take EV, it would be as of a single status date -- typically the
same date for everyone. Here, we do it weekly. If a Control Account Manager
does not get his updates in on time, we give him 0% although we allow his
Level of Effort to be up to date. Letting the different accounts have
different status dates could be tough.

We do have a situation where our accounting month is different than a
supplier. In these cases, we take EV as of the 4th Friday of the month,
regardless. It is still a single line in the sand date.

The macro must call each subproject recursively until all projects are
called including Subprojects within subprojects to any level. Our macro is
not freeware. It is also useful to have a macro that will flag tasks that
require update. We have a macro that changes Flag10 to a red dot for each
instance requiring an update compared to the file's status date.
--
If this post was helpful, please consider rating it.

Jim

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