Performance Idicators as shown on Demo

J

jhalterm

I have been trying and trying to get the neat little performance indicators
to show up on our project web access view. You know the little green,
yellow, or red circles that show when the project is not on schedule or so
on. How do I do that, can some one please help me.

Thanks!
 
J

Jonathan Sofer - MCP

Hi jhalterm,

Reid McTaggart put up a nice posting explaining how to get some graphical
indicators. He posted it on May 9th in response to "Sajid"'s posting of
"How to create custom View with Colored Circle Indicators". I am pasting
his response below.
=========================================================================
Do it by defining Enterprise Custom Fields. There are several different
approaches, and here is one example:

Open Enterprise Global
Select Tools > Customize > Enterprise Fields
Rename Enterprise Text 1 as "Schedule Status"
Click Formula
Enter a formula such as:
IIf([Baseline Start]>999999,"No Baseline",Switch(([Finish]-[Baseline
Finish])<=0,"On Schedule",([Finish]-[Baseline Finish])<=5,"1-5d
Late",([Finish]-[Baseline Finish])>5,">5d Late"))

Click Graphical Indicators
In the Test column select "equals" for each of the first four rows

In the first four rows of the Value(s) column enter:
No Baseline
On Schedule
1-5d Late

In the Image column, choose the graphical indicator you want for each value

[optional] Add the Schedule Status field to the Table associated with the
View in which you want to see the indicator in Project Pro.

Save Enterprise Global
Shut down Project
Restart Project
Open a project
Change or recalculate the project
Publish the project

In PWA, create or modify a view to include the Schedule Status field.

--
Reid McTaggart
(e-mail address removed)
Alegient, Inc., Houston
Project Server Experts
Microsoft Certified Partner
==================================================================
 
R

Reid McTaggart

Thanks for pasting my example, Jonathan.

As an additional tip, I suggest to my clients that they use not only
different colors for indicators, but also different shapes. This helps when
people print in B&W, and also makes life easier for colorblind users.
--
Reid McTaggart
Alegient, Inc., Houston
Project Server Experts
Microsoft Certified Partner


Jonathan Sofer - MCP said:
Hi jhalterm,

Reid McTaggart put up a nice posting explaining how to get some graphical
indicators. He posted it on May 9th in response to "Sajid"'s posting of
"How to create custom View with Colored Circle Indicators". I am pasting
his response below.
=========================================================================
Do it by defining Enterprise Custom Fields. There are several different
approaches, and here is one example:

Open Enterprise Global
Select Tools > Customize > Enterprise Fields
Rename Enterprise Text 1 as "Schedule Status"
Click Formula
Enter a formula such as:
IIf([Baseline Start]>999999,"No Baseline",Switch(([Finish]-[Baseline
Finish])<=0,"On Schedule",([Finish]-[Baseline Finish])<=5,"1-5d
Late",([Finish]-[Baseline Finish])>5,">5d Late"))

Click Graphical Indicators
In the Test column select "equals" for each of the first four rows

In the first four rows of the Value(s) column enter:
No Baseline
On Schedule
1-5d Late

In the Image column, choose the graphical indicator you want for each value

[optional] Add the Schedule Status field to the Table associated with the
View in which you want to see the indicator in Project Pro.

Save Enterprise Global
Shut down Project
Restart Project
Open a project
Change or recalculate the project
Publish the project

In PWA, create or modify a view to include the Schedule Status field.

--
Reid McTaggart
(e-mail address removed)
Alegient, Inc., Houston
Project Server Experts
Microsoft Certified Partner
==================================================================
--
Jonathan Sofer - MCP
PM Consultant
PCubed - Program Planning Professionals
--
jhalterm said:
I have been trying and trying to get the neat little performance indicators
to show up on our project web access view. You know the little green,
yellow, or red circles that show when the project is not on schedule or so
on. How do I do that, can some one please help me.

Thanks!
 
J

Jonathan Sofer - MCP

You're welcome Reid. Good suggestion on the shapes as well.

--
Jonathan Sofer - MCP
PM Consultant
PCubed - Program Planning Professionals
--
Reid McTaggart said:
Thanks for pasting my example, Jonathan.

As an additional tip, I suggest to my clients that they use not only
different colors for indicators, but also different shapes. This helps
when
people print in B&W, and also makes life easier for colorblind users.
--
Reid McTaggart
Alegient, Inc., Houston
Project Server Experts
Microsoft Certified Partner


Jonathan Sofer - MCP said:
Hi jhalterm,

Reid McTaggart put up a nice posting explaining how to get some graphical
indicators. He posted it on May 9th in response to "Sajid"'s posting of
"How to create custom View with Colored Circle Indicators". I am pasting
his response below.
=========================================================================
Do it by defining Enterprise Custom Fields. There are several different
approaches, and here is one example:

Open Enterprise Global
Select Tools > Customize > Enterprise Fields
Rename Enterprise Text 1 as "Schedule Status"
Click Formula
Enter a formula such as:
IIf([Baseline Start]>999999,"No Baseline",Switch(([Finish]-[Baseline
Finish])<=0,"On Schedule",([Finish]-[Baseline Finish])<=5,"1-5d
Late",([Finish]-[Baseline Finish])>5,">5d Late"))

Click Graphical Indicators
In the Test column select "equals" for each of the first four rows

In the first four rows of the Value(s) column enter:
No Baseline
On Schedule
1-5d Late

In the Image column, choose the graphical indicator you want for each
value

[optional] Add the Schedule Status field to the Table associated with the
View in which you want to see the indicator in Project Pro.

Save Enterprise Global
Shut down Project
Restart Project
Open a project
Change or recalculate the project
Publish the project

In PWA, create or modify a view to include the Schedule Status field.

--
Reid McTaggart
(e-mail address removed)
Alegient, Inc., Houston
Project Server Experts
Microsoft Certified Partner
==================================================================
--
Jonathan Sofer - MCP
PM Consultant
PCubed - Program Planning Professionals
--
jhalterm said:
I have been trying and trying to get the neat little performance
indicators
to show up on our project web access view. You know the little green,
yellow, or red circles that show when the project is not on schedule or
so
on. How do I do that, can some one please help me.

Thanks!
 

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