Project Health

  • Thread starter projectserverdragon
  • Start date
P

projectserverdragon

I have some PMs who are trying to get tricky and clear baselines after they
are exstablished in order to always show green.....

Is there a solution I could build that would set a projects Budget and
Schedule Health to RED if there was a Zero value baseline?

I currently leverage the following expressions:

Budget
IIf(([CV%]>=0),"G",(IIf((([CV%]<0) And
([CV%]>-10)),"Y",(IIf(([CV%]<-10),"R"," N/A ")))))

Schedule
IIf(([SV%]>=0),"G",(IIf((([SV%]<0) And
([SV%]>-10)),"Y",(IIf(([SV%]<-10),"R"," N/A ")))))
 
D

Dale Howard [MVP]

projectserverdragon --

Here's what I would do if it were up to me. I would create custom
enterprise project Flag field named Is Baselined. In it, I would enter the
following formula:

IIf([Baseline Start] < > ProjDateValue("NA"), True, False)

Then I would set up Graphical Indicator criteria as follows:

Equals Yes Green smiley face
Equals No Red unhappy face

If you create this custom field, you can add it to a special PWA that view
that only the Project Server administrator can see (via a custom Category
added to the Administrators group) and you can tell at a glance who has
cleared the Baseline information out of their projects. Then use this
information to determine which project managers need to be FIRED, since by
clearning the Baseline information in their projects, they are LYING about
the current state of their projects. I can't imagine how your organization
could tolerate a situation like this, but I'm sure we have all seen worse
situations than this. :)

Hope this helps.
 
P

projectserverdragon

Got it!

Is there a way to do this at the task level?
I don't want them to clear the baseline for a task that is Red or going to
be soon...
Wouldn't the project level still reflect that the project was baselined in
this case?

Dale Howard said:
projectserverdragon --

Here's what I would do if it were up to me. I would create custom
enterprise project Flag field named Is Baselined. In it, I would enter the
following formula:

IIf([Baseline Start] < > ProjDateValue("NA"), True, False)

Then I would set up Graphical Indicator criteria as follows:

Equals Yes Green smiley face
Equals No Red unhappy face

If you create this custom field, you can add it to a special PWA that view
that only the Project Server administrator can see (via a custom Category
added to the Administrators group) and you can tell at a glance who has
cleared the Baseline information out of their projects. Then use this
information to determine which project managers need to be FIRED, since by
clearning the Baseline information in their projects, they are LYING about
the current state of their projects. I can't imagine how your organization
could tolerate a situation like this, but I'm sure we have all seen worse
situations than this. :)

Hope this helps.




projectserverdragon said:
I have some PMs who are trying to get tricky and clear baselines after they
are exstablished in order to always show green.....

Is there a solution I could build that would set a projects Budget and
Schedule Health to RED if there was a Zero value baseline?

I currently leverage the following expressions:

Budget
IIf(([CV%]>=0),"G",(IIf((([CV%]<0) And
([CV%]>-10)),"Y",(IIf(([CV%]<-10),"R"," N/A ")))))

Schedule
IIf(([SV%]>=0),"G",(IIf((([SV%]<0) And
([SV%]>-10)),"Y",(IIf(([SV%]<-10),"R"," N/A ")))))
 
D

Dale Howard [MVP]

projectserverdragon --

Yes, you can apply the test at the task level as well as at the project
level. You could create a custom enterprise task Flag field with the same
formula and the same Graphical Indicator criteria. In fact, I created the
formula in a task field to test it before I sent you my previous response!
Remember to roll up the formula to summary rows, and remember to roll up the
Graphical Indicator criteria to summary rows as well. Hope this helps.




projectserverdragon said:
Got it!

Is there a way to do this at the task level?
I don't want them to clear the baseline for a task that is Red or going to
be soon...
Wouldn't the project level still reflect that the project was baselined in
this case?

Dale Howard said:
projectserverdragon --

Here's what I would do if it were up to me. I would create custom
enterprise project Flag field named Is Baselined. In it, I would enter
the
following formula:

IIf([Baseline Start] < > ProjDateValue("NA"), True, False)

Then I would set up Graphical Indicator criteria as follows:

Equals Yes Green smiley face
Equals No Red unhappy face

If you create this custom field, you can add it to a special PWA that
view
that only the Project Server administrator can see (via a custom Category
added to the Administrators group) and you can tell at a glance who has
cleared the Baseline information out of their projects. Then use this
information to determine which project managers need to be FIRED, since
by
clearning the Baseline information in their projects, they are LYING
about
the current state of their projects. I can't imagine how your
organization
could tolerate a situation like this, but I'm sure we have all seen worse
situations than this. :)

Hope this helps.




"projectserverdragon" <[email protected]>
wrote
in message news:[email protected]...
I have some PMs who are trying to get tricky and clear baselines after
they
are exstablished in order to always show green.....

Is there a solution I could build that would set a projects Budget and
Schedule Health to RED if there was a Zero value baseline?

I currently leverage the following expressions:

Budget
IIf(([CV%]>=0),"G",(IIf((([CV%]<0) And
([CV%]>-10)),"Y",(IIf(([CV%]<-10),"R"," N/A ")))))

Schedule
IIf(([SV%]>=0),"G",(IIf((([SV%]<0) And
([SV%]>-10)),"Y",(IIf(([SV%]<-10),"R"," N/A ")))))
 
P

projectserverdragon

Stellar! I should have figured that one out...nonetheless thanks yet again
for your valuable wisdom!

PSD

Dale Howard said:
projectserverdragon --

Yes, you can apply the test at the task level as well as at the project
level. You could create a custom enterprise task Flag field with the same
formula and the same Graphical Indicator criteria. In fact, I created the
formula in a task field to test it before I sent you my previous response!
Remember to roll up the formula to summary rows, and remember to roll up the
Graphical Indicator criteria to summary rows as well. Hope this helps.




projectserverdragon said:
Got it!

Is there a way to do this at the task level?
I don't want them to clear the baseline for a task that is Red or going to
be soon...
Wouldn't the project level still reflect that the project was baselined in
this case?

Dale Howard said:
projectserverdragon --

Here's what I would do if it were up to me. I would create custom
enterprise project Flag field named Is Baselined. In it, I would enter
the
following formula:

IIf([Baseline Start] < > ProjDateValue("NA"), True, False)

Then I would set up Graphical Indicator criteria as follows:

Equals Yes Green smiley face
Equals No Red unhappy face

If you create this custom field, you can add it to a special PWA that
view
that only the Project Server administrator can see (via a custom Category
added to the Administrators group) and you can tell at a glance who has
cleared the Baseline information out of their projects. Then use this
information to determine which project managers need to be FIRED, since
by
clearning the Baseline information in their projects, they are LYING
about
the current state of their projects. I can't imagine how your
organization
could tolerate a situation like this, but I'm sure we have all seen worse
situations than this. :)

Hope this helps.




"projectserverdragon" <[email protected]>
wrote
in message I have some PMs who are trying to get tricky and clear baselines after
they
are exstablished in order to always show green.....

Is there a solution I could build that would set a projects Budget and
Schedule Health to RED if there was a Zero value baseline?

I currently leverage the following expressions:

Budget
IIf(([CV%]>=0),"G",(IIf((([CV%]<0) And
([CV%]>-10)),"Y",(IIf(([CV%]<-10),"R"," N/A ")))))

Schedule
IIf(([SV%]>=0),"G",(IIf((([SV%]<0) And
([SV%]>-10)),"Y",(IIf(([SV%]<-10),"R"," N/A ")))))
 
D

Dale Howard [MVP]

PSD --

As always, you are more than welcome, my friend! :)




projectserverdragon said:
Stellar! I should have figured that one out...nonetheless thanks yet again
for your valuable wisdom!

PSD

Dale Howard said:
projectserverdragon --

Yes, you can apply the test at the task level as well as at the project
level. You could create a custom enterprise task Flag field with the
same
formula and the same Graphical Indicator criteria. In fact, I created
the
formula in a task field to test it before I sent you my previous
response!
Remember to roll up the formula to summary rows, and remember to roll up
the
Graphical Indicator criteria to summary rows as well. Hope this helps.




"projectserverdragon" <[email protected]>
wrote
in message news:[email protected]...
Got it!

Is there a way to do this at the task level?
I don't want them to clear the baseline for a task that is Red or going
to
be soon...
Wouldn't the project level still reflect that the project was baselined
in
this case?

:

projectserverdragon --

Here's what I would do if it were up to me. I would create custom
enterprise project Flag field named Is Baselined. In it, I would
enter
the
following formula:

IIf([Baseline Start] < > ProjDateValue("NA"), True, False)

Then I would set up Graphical Indicator criteria as follows:

Equals Yes Green smiley face
Equals No Red unhappy face

If you create this custom field, you can add it to a special PWA that
view
that only the Project Server administrator can see (via a custom
Category
added to the Administrators group) and you can tell at a glance who
has
cleared the Baseline information out of their projects. Then use this
information to determine which project managers need to be FIRED,
since
by
clearning the Baseline information in their projects, they are LYING
about
the current state of their projects. I can't imagine how your
organization
could tolerate a situation like this, but I'm sure we have all seen
worse
situations than this. :)

Hope this helps.




"projectserverdragon" <[email protected]>
wrote
in message I have some PMs who are trying to get tricky and clear baselines
after
they
are exstablished in order to always show green.....

Is there a solution I could build that would set a projects Budget
and
Schedule Health to RED if there was a Zero value baseline?

I currently leverage the following expressions:

Budget
IIf(([CV%]>=0),"G",(IIf((([CV%]<0) And
([CV%]>-10)),"Y",(IIf(([CV%]<-10),"R"," N/A ")))))

Schedule
IIf(([SV%]>=0),"G",(IIf((([SV%]<0) And
([SV%]>-10)),"Y",(IIf(([SV%]<-10),"R"," N/A ")))))
 
P

projectserverdragon

Do PS admins generally make less than PMs or am I just loosing in this game?

I really feel as though I am no longer providing value to this company
because the PM team just isn't what it should be...

I have a PMP and am thinking of leaving the admin world to embarke on true
Project delivery.

Any insight?

Regards.

Dale Howard said:
PSD --

As always, you are more than welcome, my friend! :)




projectserverdragon said:
Stellar! I should have figured that one out...nonetheless thanks yet again
for your valuable wisdom!

PSD

Dale Howard said:
projectserverdragon --

Yes, you can apply the test at the task level as well as at the project
level. You could create a custom enterprise task Flag field with the
same
formula and the same Graphical Indicator criteria. In fact, I created
the
formula in a task field to test it before I sent you my previous
response!
Remember to roll up the formula to summary rows, and remember to roll up
the
Graphical Indicator criteria to summary rows as well. Hope this helps.




"projectserverdragon" <[email protected]>
wrote
in message Got it!

Is there a way to do this at the task level?
I don't want them to clear the baseline for a task that is Red or going
to
be soon...
Wouldn't the project level still reflect that the project was baselined
in
this case?

:

projectserverdragon --

Here's what I would do if it were up to me. I would create custom
enterprise project Flag field named Is Baselined. In it, I would
enter
the
following formula:

IIf([Baseline Start] < > ProjDateValue("NA"), True, False)

Then I would set up Graphical Indicator criteria as follows:

Equals Yes Green smiley face
Equals No Red unhappy face

If you create this custom field, you can add it to a special PWA that
view
that only the Project Server administrator can see (via a custom
Category
added to the Administrators group) and you can tell at a glance who
has
cleared the Baseline information out of their projects. Then use this
information to determine which project managers need to be FIRED,
since
by
clearning the Baseline information in their projects, they are LYING
about
the current state of their projects. I can't imagine how your
organization
could tolerate a situation like this, but I'm sure we have all seen
worse
situations than this. :)

Hope this helps.




"projectserverdragon" <[email protected]>
wrote
in message I have some PMs who are trying to get tricky and clear baselines
after
they
are exstablished in order to always show green.....

Is there a solution I could build that would set a projects Budget
and
Schedule Health to RED if there was a Zero value baseline?

I currently leverage the following expressions:

Budget
IIf(([CV%]>=0),"G",(IIf((([CV%]<0) And
([CV%]>-10)),"Y",(IIf(([CV%]<-10),"R"," N/A ")))))

Schedule
IIf(([SV%]>=0),"G",(IIf((([SV%]<0) And
([SV%]>-10)),"Y",(IIf(([SV%]<-10),"R"," N/A ")))))
 
D

Dale Howard [MVP]

PSD --

I have no idea about salaries for Project Server administrators vs. project
managers. However, at a number of our client companies, the Project Server
administrator is also a senior-level project manager, and many of them also
have their PMP certification. I think this makes them better Project Server
administrators, since they can leverage their real world project management
experience in their administrator duties. Most of them are still managing
projects as well, so they keep their skills fresh as well.

Given the fact that you have to create formula to determine if your PMs are
cheating on their Baseline information, I would say your company has a
pretty "out of control" project management environment. I realize you are
probably not the boss of the PMs in question, but what does their boss say
about this situation? Surely their boss would not tolerate cheating of this
manner. Or is their boss clueless? :)

Anyway, just for yuks, you might want to consider posting this question as a
new question and let a buch of other folks in the newsgroup give you an
opinion. Hope this helps.




projectserverdragon said:
Do PS admins generally make less than PMs or am I just loosing in this
game?

I really feel as though I am no longer providing value to this company
because the PM team just isn't what it should be...

I have a PMP and am thinking of leaving the admin world to embarke on true
Project delivery.

Any insight?

Regards.

Dale Howard said:
PSD --

As always, you are more than welcome, my friend! :)




"projectserverdragon" <[email protected]>
wrote
in message news:[email protected]...
Stellar! I should have figured that one out...nonetheless thanks yet
again
for your valuable wisdom!

PSD

:

projectserverdragon --

Yes, you can apply the test at the task level as well as at the
project
level. You could create a custom enterprise task Flag field with the
same
formula and the same Graphical Indicator criteria. In fact, I created
the
formula in a task field to test it before I sent you my previous
response!
Remember to roll up the formula to summary rows, and remember to roll
up
the
Graphical Indicator criteria to summary rows as well. Hope this
helps.




"projectserverdragon" <[email protected]>
wrote
in message Got it!

Is there a way to do this at the task level?
I don't want them to clear the baseline for a task that is Red or
going
to
be soon...
Wouldn't the project level still reflect that the project was
baselined
in
this case?

:

projectserverdragon --

Here's what I would do if it were up to me. I would create custom
enterprise project Flag field named Is Baselined. In it, I would
enter
the
following formula:

IIf([Baseline Start] < > ProjDateValue("NA"), True, False)

Then I would set up Graphical Indicator criteria as follows:

Equals Yes Green smiley face
Equals No Red unhappy face

If you create this custom field, you can add it to a special PWA
that
view
that only the Project Server administrator can see (via a custom
Category
added to the Administrators group) and you can tell at a glance who
has
cleared the Baseline information out of their projects. Then use
this
information to determine which project managers need to be FIRED,
since
by
clearning the Baseline information in their projects, they are
LYING
about
the current state of their projects. I can't imagine how your
organization
could tolerate a situation like this, but I'm sure we have all seen
worse
situations than this. :)

Hope this helps.




"projectserverdragon"
<[email protected]>
wrote
in message
I have some PMs who are trying to get tricky and clear baselines
after
they
are exstablished in order to always show green.....

Is there a solution I could build that would set a projects
Budget
and
Schedule Health to RED if there was a Zero value baseline?

I currently leverage the following expressions:

Budget
IIf(([CV%]>=0),"G",(IIf((([CV%]<0) And
([CV%]>-10)),"Y",(IIf(([CV%]<-10),"R"," N/A ")))))

Schedule
IIf(([SV%]>=0),"G",(IIf((([SV%]<0) And
([SV%]>-10)),"Y",(IIf(([SV%]<-10),"R"," N/A ")))))
 
J

Jack Dahlgren

Are you aware that Project Server 2007 allows the administrator to lock down
baselines 0-5? It would seem that a process for that where the admin controls
the baseline and sets it on behalf of the PM would eliminate this problem and
would require less monitoring and argument.

-Jack
 
J

Jack Dahlgren

Be aware that if they can't make changes to the baseline to keep things
green, they may take the other approach of changing actuals to match baseline.

I agree with Dale, if they can't be trusted to give honest data about their
projects, they should not be in a position to manage those projects.

-Jack Dahlgren

projectserverdragon said:
Got it!

Is there a way to do this at the task level?
I don't want them to clear the baseline for a task that is Red or going to
be soon...
Wouldn't the project level still reflect that the project was baselined in
this case?

Dale Howard said:
projectserverdragon --

Here's what I would do if it were up to me. I would create custom
enterprise project Flag field named Is Baselined. In it, I would enter the
following formula:

IIf([Baseline Start] < > ProjDateValue("NA"), True, False)

Then I would set up Graphical Indicator criteria as follows:

Equals Yes Green smiley face
Equals No Red unhappy face

If you create this custom field, you can add it to a special PWA that view
that only the Project Server administrator can see (via a custom Category
added to the Administrators group) and you can tell at a glance who has
cleared the Baseline information out of their projects. Then use this
information to determine which project managers need to be FIRED, since by
clearning the Baseline information in their projects, they are LYING about
the current state of their projects. I can't imagine how your organization
could tolerate a situation like this, but I'm sure we have all seen worse
situations than this. :)

Hope this helps.




projectserverdragon said:
I have some PMs who are trying to get tricky and clear baselines after they
are exstablished in order to always show green.....

Is there a solution I could build that would set a projects Budget and
Schedule Health to RED if there was a Zero value baseline?

I currently leverage the following expressions:

Budget
IIf(([CV%]>=0),"G",(IIf((([CV%]<0) And
([CV%]>-10)),"Y",(IIf(([CV%]<-10),"R"," N/A ")))))

Schedule
IIf(([SV%]>=0),"G",(IIf((([SV%]<0) And
([SV%]>-10)),"Y",(IIf(([SV%]<-10),"R"," N/A ")))))
 
D

Dale Howard [MVP]

Jack --

Excellent idea! I overlooked the obvious. Thanks for adding your wisdom to
this discussion! :)




Jack Dahlgren said:
Are you aware that Project Server 2007 allows the administrator to lock
down
baselines 0-5? It would seem that a process for that where the admin
controls
the baseline and sets it on behalf of the PM would eliminate this problem
and
would require less monitoring and argument.

-Jack

projectserverdragon said:
I have some PMs who are trying to get tricky and clear baselines after
they
are exstablished in order to always show green.....

Is there a solution I could build that would set a projects Budget and
Schedule Health to RED if there was a Zero value baseline?

I currently leverage the following expressions:

Budget
IIf(([CV%]>=0),"G",(IIf((([CV%]<0) And
([CV%]>-10)),"Y",(IIf(([CV%]<-10),"R"," N/A ")))))

Schedule
IIf(([SV%]>=0),"G",(IIf((([SV%]<0) And
([SV%]>-10)),"Y",(IIf(([SV%]<-10),"R"," N/A ")))))
 

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