Percent Schedule Variance - Project 2007

[Rachel]

I am trying to create a Percent Schedule Variance custom field and keep
receiving an error when I insert the column. I'm using the below steps. Do
you know what I'm doing wrong?

Thanks,
Rachel

- In Project Pro
- Select Tools
- Select Custom
- Select Fields
- In the Custom Fields dialog box, select the Task option and then select
the Date value from the Type pick list
- Select the first available Date field and then click the Rename button
- Type the name of the field --> Percent Schedule Variance
- Click OK
- In the Custom Attributes section , select Formula
- In the Formula for ‘Percent Schedule Variance’ dialog box, in the Insert
pick list, select Field --> Date --> Start Variance
- Then select /
- In the Insert pick list, select Field --> Date --> Baseline Start
- Click OK and when the Warning Dialog Box opens, select OK
- In the Calculation for task and group summary rows section, select Use
Formula
- In the Values to Display section, select Graphical Indicators
- In the Field section, select Add Field to Enterprise, and in the dialog
box type the field name --> Percent Schedule Variance
- Click OK and when the Warning Dialog Box opens, select OK
- Exit Project Pro
- In PWA
- On the Quick Launch on the left of the page, select Server Settings
- In the Enterprise Data section, select Enterprise Custom Field Definition
- In the Enterprise Custom Field section, select the Percent Schedule
Variance field
- Click OK and Project Pro will reopen, go back to PWA
- In the Values to Display section, select Graphical indicators
- In the Criteria for pick list, choose Non-summary rows and in the table
enter
Test Value Image
is greater than or equal to 10% red sad face
is greater than 1% yellow neutral face
is less than or equal to 1% green smiley face

- Select Show data values in ToolTips (to see the underlying value in the
field for any task by floating the mouse pointer over the graphical indicator)
- Click Save
- Then I go to Project Pro, insert the Percent Schedule Variance column,
and it is empty.

 

[Mark Everett | PMP]

I am trying to create a Percent Schedule Variance custom field and keep
receiving an error when I insert the column. I'm using the below steps. Do
you know what I'm doing wrong?

Thanks,
Rachel

- In Project Pro
- Select Tools
- Select Custom
- Select Fields
- In the Custom Fields dialog box, select the Task option and then select
the Date value from the Type pick list
- Select the first available Date field and then click the Rename button
- Type the name of the field --> Percent Schedule Variance
- Click OK
- In the Custom Attributes section , select Formula
- In the Formula for ‘Percent Schedule Variance’ dialog box, in the Insert
pick list, select Field --> Date --> Start Variance
- Then select /
- In the Insert pick list, select Field --> Date --> Baseline Start
- Click OK and when the Warning Dialog Box opens, select OK
- In the Calculation for task and group summary rows section, select Use
Formula
- In the Values to Display section, select Graphical Indicators
- In the Field section, select Add Field to Enterprise, and in the dialog
box type the field name --> Percent Schedule Variance
- Click OK and when the Warning Dialog Box opens, select OK
- Exit Project Pro
- In PWA
- On the Quick Launch on the left of the page, select Server Settings
- In the Enterprise Data section, select Enterprise Custom Field Definition
- In the Enterprise Custom Field section, select the Percent Schedule
Variance field
- Click OK and Project Pro will reopen, go back to PWA
- In the Values to Display section, select Graphical indicators
- In the Criteria for pick list, choose Non-summary rows and in the table
enter
Test                    Value           Image
is greater than or equal to     10%             red sad face
is greater than         1%              yellow neutral face
is less than or equal to        1%              green smiley face

- Select Show data values in ToolTips (to see the underlying value in the
field for any task by floating the mouse pointer over the graphical indicator)
- Click Save
 - Then I go to Project Pro, insert the Percent Schedule Variance column,
and it is empty.

Hello Rachel -

That's because the Percent Schedule Variance custom field you created
in Project Pro is a local field and it is not known to Project Server
2007. You create enterprise custom fields in PWA.

Create a formula for a custom field
On the Quick Launch, click Server Settings.
On the Server Settings page, click Enterprise Custom Field
Definition.
Click the name of the field for which you want to associate a formula,
or click New Field.
On the New Custom Field page (or Edit Custom Field page if you are
modifying an existing formula), in the Custom Attributes section,
click Formula.
To help you build a function, click Pick Function. In the list of
functions, click a function category, and then click the function that
you want to use.
The function appears in the box.

To further develop the function, click Pick Operator, and then click
an operator. The operator is added to the formula.
Keep the following in mind as you build a formula:

Enclose Project fields in square brackets. For example, this formula
[Name]&"."&[Project]will return a value that includes the name of the
task followed by the name of the project with a period (.) between the
two names, in the form TaskName.ProjectName.
A formula can contain up to 29 levels (nests) of functions.

Click Save to save the field with the associated formula.

Hope this helped,

Mark Everett, PMP, MCITP
www.catapultsystems.com

 

[Rachel]

Mark,

I'm still confused. I thought all custom fields were created in PWA, unless
you are using a formula. In this case, you create the formula in the client
and edit the rest in PWA. That is what the MS Office Project Server 2007
books say at least.

That said, I tried your suggestion and was not sure what to choose from the
Function pick list in PWA for a percent schedule variance.

Any more help would be greatly appreciated!

Rachel

I am trying to create a Percent Schedule Variance custom field and keep
receiving an error when I insert the column. I'm using the below steps. Do
you know what I'm doing wrong?

Thanks,
Rachel

- In Project Pro
- Select Tools
- Select Custom
- Select Fields
- In the Custom Fields dialog box, select the Task option and then select
the Date value from the Type pick list
- Select the first available Date field and then click the Rename button
- Type the name of the field --> Percent Schedule Variance
- Click OK
- In the Custom Attributes section , select Formula
- In the Formula for ‘Percent Schedule Variance’ dialog box, in the Insert
pick list, select Field --> Date --> Start Variance
- Then select /
- In the Insert pick list, select Field --> Date --> Baseline Start
- Click OK and when the Warning Dialog Box opens, select OK
- In the Calculation for task and group summary rows section, select Use
Formula
- In the Values to Display section, select Graphical Indicators
- In the Field section, select Add Field to Enterprise, and in the dialog
box type the field name --> Percent Schedule Variance
- Click OK and when the Warning Dialog Box opens, select OK
- Exit Project Pro
- In PWA
- On the Quick Launch on the left of the page, select Server Settings
- In the Enterprise Data section, select Enterprise Custom Field Definition
- In the Enterprise Custom Field section, select the Percent Schedule
Variance field
- Click OK and Project Pro will reopen, go back to PWA
- In the Values to Display section, select Graphical indicators
- In the Criteria for pick list, choose Non-summary rows and in the table
enter
Test Value Image
is greater than or equal to 10% red sad face
is greater than 1% yellow neutral face
is less than or equal to 1% green smiley face

- Select Show data values in ToolTips (to see the underlying value in the
field for any task by floating the mouse pointer over the graphical indicator)
- Click Save
- Then I go to Project Pro, insert the Percent Schedule Variance column,
and it is empty.

Hello Rachel -

That's because the Percent Schedule Variance custom field you created
in Project Pro is a local field and it is not known to Project Server
2007. You create enterprise custom fields in PWA.

Create a formula for a custom field
On the Quick Launch, click Server Settings.
On the Server Settings page, click Enterprise Custom Field
Definition.
Click the name of the field for which you want to associate a formula,
or click New Field.
On the New Custom Field page (or Edit Custom Field page if you are
modifying an existing formula), in the Custom Attributes section,
click Formula.
To help you build a function, click Pick Function. In the list of
functions, click a function category, and then click the function that
you want to use.
The function appears in the box.

To further develop the function, click Pick Operator, and then click
an operator. The operator is added to the formula.
Keep the following in mind as you build a formula:

Enclose Project fields in square brackets. For example, this formula
[Name]&"."&[Project]will return a value that includes the name of the
task followed by the name of the project with a period (.) between the
two names, in the form TaskName.ProjectName.
A formula can contain up to 29 levels (nests) of functions.

Click Save to save the field with the associated formula.

Hope this helped,

Mark Everett, PMP, MCITP
www.catapultsystems.com