multiple baselines gantt

T

Tina Marie

Hi ...

Q1: can't get my 'multiple baselines gantt' to display ... i have saved a
baseline and i have saved an interim baseline1 ... i see it in the 'bar
styles' dialogue ... seached to see if there was anything not on under 'tools
options' ... don't see anything ... i have a solution file that does show it
.... the 2 files look identical ... am i missing something ... help ...

Q2: trying to use customize fields .. wanted to use a formula to show a red
flag for negative slack, green for positive slack and yellow for zero slack
.... can't get that to work either ... help help ... thanks, Tina
 
D

Dale Howard [MVP]

Tina Marie --

1. Your mistake was using the Interim Plan option. Click Tools -
Tracking - Save Baseline. Click the pick list at the top of the dialog and
select Baseline 1 and then click the OK button. Your second baseline, saved
in the Baseline 1 set of fields, will now appear in the Multiple Baselines
Gantt view.

2. You need to do two things to solve this problem. First, use a custom
task Duration field and enter the formula [Total Slack] in the field. Then
you need to create Graphical Indicators in that field using the following
tests in this exact order:

Is greater than 0d Green flag
Equals 0d Yellow flag
Is less than 0d Red flag

Hope this helps.
 
T

Tina Marie

Hey Dale ... thanks so much ... funny I figured out the first question ...
yes its baseline1 ... I would have used start 1 and finish 1 and then used
the tracking gantt view and inserted a new row called baseline1 to view the
new baseline in that view ... had never seen it done using baseline1 before
.... but it works ... and to question 2, I also got it to work using a number
type field ... never thought of duration field type ... yours makes more
sense ... !!

The other 3 questions that involve custom fields were:

1. build a custom field that presents a smile if %work complete is greater
than 50 ... again if I use a number field, it works ... but should it be
something else ...

2. build a custom field that presents a sad face if work is greater than
baseline work ... couldn't get that one at all

3. build a custom field for tasks with list of 3 options (low, med, high)
name it 'importance' ... also couldn't figure out ..

And 1 more question, change the html template to show picture of the project
....

Thanks so much ... Dale ... Tina
--
Thanks!!

T. Marie


Dale Howard said:
Tina Marie --

1. Your mistake was using the Interim Plan option. Click Tools -
Tracking - Save Baseline. Click the pick list at the top of the dialog and
select Baseline 1 and then click the OK button. Your second baseline, saved
in the Baseline 1 set of fields, will now appear in the Multiple Baselines
Gantt view.

2. You need to do two things to solve this problem. First, use a custom
task Duration field and enter the formula [Total Slack] in the field. Then
you need to create Graphical Indicators in that field using the following
tests in this exact order:

Is greater than 0d Green flag
Equals 0d Yellow flag
Is less than 0d Red flag

Hope this helps.
 
D

Dale Howard [MVP]

Tina Marie --

All good questions. Here are the answers:

1. Using a number field is more than fine.

2. Yes, you can also use Number field for this one, but the Work Variance
field already contains the information you seek. Your formula should be:
[Work Variance]

IIF([Work Variance] > 0, "Over Budget", "On or Under Budget"

Then you can write your tests for the Graphical Indicators as follows:

Is greater than 0 Sad Face
Is less than or equal to 0 Smiley Face

3. Use a custom task Text field and then enter your value list by clicking
the Value List button and entering the items on the list.

4. Before you can include a picture of the project in an HTML page, you
have to actually take the picture firt. Open a Gantt Chart view of your
project, scale it as you wish, and then click the Copy Picture button on the
far right end of the Standard toolbar. Select the options you want in the
Copy Picture dialog and then save it as a GIF file. Now click File - Save
as Web page, select the folder where you want to save the HTML file, and
then click Save. In the Export Wizard, click the Next button. Select the
"Use existing map" option and click the Next button. Select the "Export to
HTML..." map and then click the Next button. In the Map Options page of the
Export Wizard dialog, select the "Include image file in the HTML page"
option, click the Browse button, navigate to and then select the GIF file
you saved earlier, and then click the Finish button. In the exported HTML
file, you will now see the Gantt Chart view of the project along with the
standard project data in the map.

Hope this helps.




Tina Marie said:
Hey Dale ... thanks so much ... funny I figured out the first question ...
yes its baseline1 ... I would have used start 1 and finish 1 and then used
the tracking gantt view and inserted a new row called baseline1 to view
the
new baseline in that view ... had never seen it done using baseline1
before
... but it works ... and to question 2, I also got it to work using a
number
type field ... never thought of duration field type ... yours makes more
sense ... !!

The other 3 questions that involve custom fields were:

1. build a custom field that presents a smile if %work complete is greater
than 50 ... again if I use a number field, it works ... but should it be
something else ...

2. build a custom field that presents a sad face if work is greater than
baseline work ... couldn't get that one at all

3. build a custom field for tasks with list of 3 options (low, med, high)
name it 'importance' ... also couldn't figure out ..

And 1 more question, change the html template to show picture of the
project
...

Thanks so much ... Dale ... Tina
--
Thanks!!

T. Marie


Dale Howard said:
Tina Marie --

1. Your mistake was using the Interim Plan option. Click Tools -
Tracking - Save Baseline. Click the pick list at the top of the dialog
and
select Baseline 1 and then click the OK button. Your second baseline,
saved
in the Baseline 1 set of fields, will now appear in the Multiple
Baselines
Gantt view.

2. You need to do two things to solve this problem. First, use a custom
task Duration field and enter the formula [Total Slack] in the field.
Then
you need to create Graphical Indicators in that field using the following
tests in this exact order:

Is greater than 0d Green flag
Equals 0d Yellow flag
Is less than 0d Red flag

Hope this helps.




Tina Marie said:
Hi ...

Q1: can't get my 'multiple baselines gantt' to display ... i have saved
a
baseline and i have saved an interim baseline1 ... i see it in the 'bar
styles' dialogue ... seached to see if there was anything not on under
'tools
options' ... don't see anything ... i have a solution file that does
show
it
... the 2 files look identical ... am i missing something ... help ...

Q2: trying to use customize fields .. wanted to use a formula to show a
red
flag for negative slack, green for positive slack and yellow for zero
slack
... can't get that to work either ... help help ... thanks, Tina
 
T

Tina Marie

Dale ... you are awesome! Thanks!!! I have been teaching Project for about
7 years but am doing this customized class and getting these very 'different'
questions ... a student today was assigning resources to tasks, mis-assigned
and of course, this 'messed up' either duration and/or work etc ... now this
company has their 'task type' on 'fixed work', effort driven is on ... he
tried to 'go back' by manually typing in the duration ... it was at 10 days
.... then re-tried putting in the 5 resources ... comes up with 50 days ...
and yet when I tried it on a 'fresh' copy, it works fine .... anything else
he could have been doing?? Last question ... I promise!! Thanks, T.
--
Thanks!!

T. Marie


Dale Howard said:
Tina Marie --

All good questions. Here are the answers:

1. Using a number field is more than fine.

2. Yes, you can also use Number field for this one, but the Work Variance
field already contains the information you seek. Your formula should be:
[Work Variance]

IIF([Work Variance] > 0, "Over Budget", "On or Under Budget"

Then you can write your tests for the Graphical Indicators as follows:

Is greater than 0 Sad Face
Is less than or equal to 0 Smiley Face

3. Use a custom task Text field and then enter your value list by clicking
the Value List button and entering the items on the list.

4. Before you can include a picture of the project in an HTML page, you
have to actually take the picture firt. Open a Gantt Chart view of your
project, scale it as you wish, and then click the Copy Picture button on the
far right end of the Standard toolbar. Select the options you want in the
Copy Picture dialog and then save it as a GIF file. Now click File - Save
as Web page, select the folder where you want to save the HTML file, and
then click Save. In the Export Wizard, click the Next button. Select the
"Use existing map" option and click the Next button. Select the "Export to
HTML..." map and then click the Next button. In the Map Options page of the
Export Wizard dialog, select the "Include image file in the HTML page"
option, click the Browse button, navigate to and then select the GIF file
you saved earlier, and then click the Finish button. In the exported HTML
file, you will now see the Gantt Chart view of the project along with the
standard project data in the map.

Hope this helps.




Tina Marie said:
Hey Dale ... thanks so much ... funny I figured out the first question ...
yes its baseline1 ... I would have used start 1 and finish 1 and then used
the tracking gantt view and inserted a new row called baseline1 to view
the
new baseline in that view ... had never seen it done using baseline1
before
... but it works ... and to question 2, I also got it to work using a
number
type field ... never thought of duration field type ... yours makes more
sense ... !!

The other 3 questions that involve custom fields were:

1. build a custom field that presents a smile if %work complete is greater
than 50 ... again if I use a number field, it works ... but should it be
something else ...

2. build a custom field that presents a sad face if work is greater than
baseline work ... couldn't get that one at all

3. build a custom field for tasks with list of 3 options (low, med, high)
name it 'importance' ... also couldn't figure out ..

And 1 more question, change the html template to show picture of the
project
...

Thanks so much ... Dale ... Tina
--
Thanks!!

T. Marie


Dale Howard said:
Tina Marie --

1. Your mistake was using the Interim Plan option. Click Tools -
Tracking - Save Baseline. Click the pick list at the top of the dialog
and
select Baseline 1 and then click the OK button. Your second baseline,
saved
in the Baseline 1 set of fields, will now appear in the Multiple
Baselines
Gantt view.

2. You need to do two things to solve this problem. First, use a custom
task Duration field and enter the formula [Total Slack] in the field.
Then
you need to create Graphical Indicators in that field using the following
tests in this exact order:

Is greater than 0d Green flag
Equals 0d Yellow flag
Is less than 0d Red flag

Hope this helps.




Hi ...

Q1: can't get my 'multiple baselines gantt' to display ... i have saved
a
baseline and i have saved an interim baseline1 ... i see it in the 'bar
styles' dialogue ... seached to see if there was anything not on under
'tools
options' ... don't see anything ... i have a solution file that does
show
it
... the 2 files look identical ... am i missing something ... help ...

Q2: trying to use customize fields .. wanted to use a formula to show a
red
flag for negative slack, green for positive slack and yellow for zero
slack
... can't get that to work either ... help help ... thanks, Tina
 
D

Dale Howard [MVP]

Tina Marie --

I have no idea what he was doing. Why didn't the student just hit the Undo
button? :)




Tina Marie said:
Dale ... you are awesome! Thanks!!! I have been teaching Project for
about
7 years but am doing this customized class and getting these very
'different'
questions ... a student today was assigning resources to tasks,
mis-assigned
and of course, this 'messed up' either duration and/or work etc ... now
this
company has their 'task type' on 'fixed work', effort driven is on ... he
tried to 'go back' by manually typing in the duration ... it was at 10
days
... then re-tried putting in the 5 resources ... comes up with 50 days ...
and yet when I tried it on a 'fresh' copy, it works fine .... anything
else
he could have been doing?? Last question ... I promise!! Thanks, T.
--
Thanks!!

T. Marie


Dale Howard said:
Tina Marie --

All good questions. Here are the answers:

1. Using a number field is more than fine.

2. Yes, you can also use Number field for this one, but the Work
Variance
field already contains the information you seek. Your formula should be:
[Work Variance]

IIF([Work Variance] > 0, "Over Budget", "On or Under Budget"

Then you can write your tests for the Graphical Indicators as follows:

Is greater than 0 Sad Face
Is less than or equal to 0 Smiley Face

3. Use a custom task Text field and then enter your value list by
clicking
the Value List button and entering the items on the list.

4. Before you can include a picture of the project in an HTML page, you
have to actually take the picture firt. Open a Gantt Chart view of your
project, scale it as you wish, and then click the Copy Picture button on
the
far right end of the Standard toolbar. Select the options you want in
the
Copy Picture dialog and then save it as a GIF file. Now click File -
Save
as Web page, select the folder where you want to save the HTML file, and
then click Save. In the Export Wizard, click the Next button. Select
the
"Use existing map" option and click the Next button. Select the "Export
to
HTML..." map and then click the Next button. In the Map Options page of
the
Export Wizard dialog, select the "Include image file in the HTML page"
option, click the Browse button, navigate to and then select the GIF file
you saved earlier, and then click the Finish button. In the exported
HTML
file, you will now see the Gantt Chart view of the project along with the
standard project data in the map.

Hope this helps.




Tina Marie said:
Hey Dale ... thanks so much ... funny I figured out the first question
...
yes its baseline1 ... I would have used start 1 and finish 1 and then
used
the tracking gantt view and inserted a new row called baseline1 to view
the
new baseline in that view ... had never seen it done using baseline1
before
... but it works ... and to question 2, I also got it to work using a
number
type field ... never thought of duration field type ... yours makes
more
sense ... !!

The other 3 questions that involve custom fields were:

1. build a custom field that presents a smile if %work complete is
greater
than 50 ... again if I use a number field, it works ... but should it
be
something else ...

2. build a custom field that presents a sad face if work is greater
than
baseline work ... couldn't get that one at all

3. build a custom field for tasks with list of 3 options (low, med,
high)
name it 'importance' ... also couldn't figure out ..

And 1 more question, change the html template to show picture of the
project
...

Thanks so much ... Dale ... Tina
--
Thanks!!

T. Marie


:

Tina Marie --

1. Your mistake was using the Interim Plan option. Click Tools -
Tracking - Save Baseline. Click the pick list at the top of the
dialog
and
select Baseline 1 and then click the OK button. Your second baseline,
saved
in the Baseline 1 set of fields, will now appear in the Multiple
Baselines
Gantt view.

2. You need to do two things to solve this problem. First, use a
custom
task Duration field and enter the formula [Total Slack] in the field.
Then
you need to create Graphical Indicators in that field using the
following
tests in this exact order:

Is greater than 0d Green flag
Equals 0d Yellow flag
Is less than 0d Red flag

Hope this helps.




Hi ...

Q1: can't get my 'multiple baselines gantt' to display ... i have
saved
a
baseline and i have saved an interim baseline1 ... i see it in the
'bar
styles' dialogue ... seached to see if there was anything not on
under
'tools
options' ... don't see anything ... i have a solution file that does
show
it
... the 2 files look identical ... am i missing something ... help
...

Q2: trying to use customize fields .. wanted to use a formula to
show a
red
flag for negative slack, green for positive slack and yellow for
zero
slack
... can't get that to work either ... help help ... thanks, Tina
 
T

Tina Marie

Agreed!! Hey Dale, how do I rate you ... want to give you top marks?? T.
--
Thanks!!

T. Marie


Dale Howard said:
Tina Marie --

I have no idea what he was doing. Why didn't the student just hit the Undo
button? :)




Tina Marie said:
Dale ... you are awesome! Thanks!!! I have been teaching Project for
about
7 years but am doing this customized class and getting these very
'different'
questions ... a student today was assigning resources to tasks,
mis-assigned
and of course, this 'messed up' either duration and/or work etc ... now
this
company has their 'task type' on 'fixed work', effort driven is on ... he
tried to 'go back' by manually typing in the duration ... it was at 10
days
... then re-tried putting in the 5 resources ... comes up with 50 days ...
and yet when I tried it on a 'fresh' copy, it works fine .... anything
else
he could have been doing?? Last question ... I promise!! Thanks, T.
--
Thanks!!

T. Marie


Dale Howard said:
Tina Marie --

All good questions. Here are the answers:

1. Using a number field is more than fine.

2. Yes, you can also use Number field for this one, but the Work
Variance
field already contains the information you seek. Your formula should be:
[Work Variance]

IIF([Work Variance] > 0, "Over Budget", "On or Under Budget"

Then you can write your tests for the Graphical Indicators as follows:

Is greater than 0 Sad Face
Is less than or equal to 0 Smiley Face

3. Use a custom task Text field and then enter your value list by
clicking
the Value List button and entering the items on the list.

4. Before you can include a picture of the project in an HTML page, you
have to actually take the picture firt. Open a Gantt Chart view of your
project, scale it as you wish, and then click the Copy Picture button on
the
far right end of the Standard toolbar. Select the options you want in
the
Copy Picture dialog and then save it as a GIF file. Now click File -
Save
as Web page, select the folder where you want to save the HTML file, and
then click Save. In the Export Wizard, click the Next button. Select
the
"Use existing map" option and click the Next button. Select the "Export
to
HTML..." map and then click the Next button. In the Map Options page of
the
Export Wizard dialog, select the "Include image file in the HTML page"
option, click the Browse button, navigate to and then select the GIF file
you saved earlier, and then click the Finish button. In the exported
HTML
file, you will now see the Gantt Chart view of the project along with the
standard project data in the map.

Hope this helps.




Hey Dale ... thanks so much ... funny I figured out the first question
...
yes its baseline1 ... I would have used start 1 and finish 1 and then
used
the tracking gantt view and inserted a new row called baseline1 to view
the
new baseline in that view ... had never seen it done using baseline1
before
... but it works ... and to question 2, I also got it to work using a
number
type field ... never thought of duration field type ... yours makes
more
sense ... !!

The other 3 questions that involve custom fields were:

1. build a custom field that presents a smile if %work complete is
greater
than 50 ... again if I use a number field, it works ... but should it
be
something else ...

2. build a custom field that presents a sad face if work is greater
than
baseline work ... couldn't get that one at all

3. build a custom field for tasks with list of 3 options (low, med,
high)
name it 'importance' ... also couldn't figure out ..

And 1 more question, change the html template to show picture of the
project
...

Thanks so much ... Dale ... Tina
--
Thanks!!

T. Marie


:

Tina Marie --

1. Your mistake was using the Interim Plan option. Click Tools -
Tracking - Save Baseline. Click the pick list at the top of the
dialog
and
select Baseline 1 and then click the OK button. Your second baseline,
saved
in the Baseline 1 set of fields, will now appear in the Multiple
Baselines
Gantt view.

2. You need to do two things to solve this problem. First, use a
custom
task Duration field and enter the formula [Total Slack] in the field.
Then
you need to create Graphical Indicators in that field using the
following
tests in this exact order:

Is greater than 0d Green flag
Equals 0d Yellow flag
Is less than 0d Red flag

Hope this helps.




Hi ...

Q1: can't get my 'multiple baselines gantt' to display ... i have
saved
a
baseline and i have saved an interim baseline1 ... i see it in the
'bar
styles' dialogue ... seached to see if there was anything not on
under
'tools
options' ... don't see anything ... i have a solution file that does
show
it
... the 2 files look identical ... am i missing something ... help
...

Q2: trying to use customize fields .. wanted to use a formula to
show a
red
flag for negative slack, green for positive slack and yellow for
zero
slack
... can't get that to work either ... help help ... thanks, Tina
 
D

Dale Howard [MVP]

Tina Marie --

I don't know how to do the rating. I use Outlook Express to access the
newsgroups, and I suspect the rating might be done using Internet Explorer
to access the newsgroup. Regardless of whether you rate me or not, thanks
for the very kind compliement! :)




Tina Marie said:
Agreed!! Hey Dale, how do I rate you ... want to give you top marks?? T.
--
Thanks!!

T. Marie


Dale Howard said:
Tina Marie --

I have no idea what he was doing. Why didn't the student just hit the
Undo
button? :)




Tina Marie said:
Dale ... you are awesome! Thanks!!! I have been teaching Project for
about
7 years but am doing this customized class and getting these very
'different'
questions ... a student today was assigning resources to tasks,
mis-assigned
and of course, this 'messed up' either duration and/or work etc ... now
this
company has their 'task type' on 'fixed work', effort driven is on ...
he
tried to 'go back' by manually typing in the duration ... it was at 10
days
... then re-tried putting in the 5 resources ... comes up with 50 days
...
and yet when I tried it on a 'fresh' copy, it works fine .... anything
else
he could have been doing?? Last question ... I promise!! Thanks, T.
--
Thanks!!

T. Marie


:

Tina Marie --

All good questions. Here are the answers:

1. Using a number field is more than fine.

2. Yes, you can also use Number field for this one, but the Work
Variance
field already contains the information you seek. Your formula should
be:
[Work Variance]

IIF([Work Variance] > 0, "Over Budget", "On or Under Budget"

Then you can write your tests for the Graphical Indicators as follows:

Is greater than 0 Sad Face
Is less than or equal to 0 Smiley Face

3. Use a custom task Text field and then enter your value list by
clicking
the Value List button and entering the items on the list.

4. Before you can include a picture of the project in an HTML page,
you
have to actually take the picture firt. Open a Gantt Chart view of
your
project, scale it as you wish, and then click the Copy Picture button
on
the
far right end of the Standard toolbar. Select the options you want in
the
Copy Picture dialog and then save it as a GIF file. Now click File -
Save
as Web page, select the folder where you want to save the HTML file,
and
then click Save. In the Export Wizard, click the Next button. Select
the
"Use existing map" option and click the Next button. Select the
"Export
to
HTML..." map and then click the Next button. In the Map Options page
of
the
Export Wizard dialog, select the "Include image file in the HTML page"
option, click the Browse button, navigate to and then select the GIF
file
you saved earlier, and then click the Finish button. In the exported
HTML
file, you will now see the Gantt Chart view of the project along with
the
standard project data in the map.

Hope this helps.




Hey Dale ... thanks so much ... funny I figured out the first
question
...
yes its baseline1 ... I would have used start 1 and finish 1 and
then
used
the tracking gantt view and inserted a new row called baseline1 to
view
the
new baseline in that view ... had never seen it done using baseline1
before
... but it works ... and to question 2, I also got it to work using
a
number
type field ... never thought of duration field type ... yours makes
more
sense ... !!

The other 3 questions that involve custom fields were:

1. build a custom field that presents a smile if %work complete is
greater
than 50 ... again if I use a number field, it works ... but should
it
be
something else ...

2. build a custom field that presents a sad face if work is greater
than
baseline work ... couldn't get that one at all

3. build a custom field for tasks with list of 3 options (low, med,
high)
name it 'importance' ... also couldn't figure out ..

And 1 more question, change the html template to show picture of the
project
...

Thanks so much ... Dale ... Tina
--
Thanks!!

T. Marie


:

Tina Marie --

1. Your mistake was using the Interim Plan option. Click Tools -
Tracking - Save Baseline. Click the pick list at the top of the
dialog
and
select Baseline 1 and then click the OK button. Your second
baseline,
saved
in the Baseline 1 set of fields, will now appear in the Multiple
Baselines
Gantt view.

2. You need to do two things to solve this problem. First, use a
custom
task Duration field and enter the formula [Total Slack] in the
field.
Then
you need to create Graphical Indicators in that field using the
following
tests in this exact order:

Is greater than 0d Green flag
Equals 0d Yellow flag
Is less than 0d Red flag

Hope this helps.




Hi ...

Q1: can't get my 'multiple baselines gantt' to display ... i have
saved
a
baseline and i have saved an interim baseline1 ... i see it in
the
'bar
styles' dialogue ... seached to see if there was anything not on
under
'tools
options' ... don't see anything ... i have a solution file that
does
show
it
... the 2 files look identical ... am i missing something ...
help
...

Q2: trying to use customize fields .. wanted to use a formula to
show a
red
flag for negative slack, green for positive slack and yellow for
zero
slack
... can't get that to work either ... help help ... thanks, Tina
 

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