Project Level Custom Field

M

MAS

I was wondering if anyone has created a custom field similar to someting that
I am trying. I would think that it is a useful field that a lot would use but
I can't get anything to work. I want to indicate if a project is green,
yellow or red based on current finish date as a percentage of the size of the
proejct. If the current finish date is no more than 10% olater than the
baseline I want it to be green. Between 10 and 20% yellow, and greater than
20% red.
 
J

Jonathan Sofer [MVP]

Try this formula aa a project level custom TEXT field, then you can use
graphical indicators using if text contains "Red" then show a red circle
indicactor, etc

IIf([Baseline Finish]>55000,"No Baseline",IIf([Finish
Variance]/[Duration]>0.2,"Red " & int([Finish Variance]/[Duration]*100) & "%
Variance",IIf([Finish Variance]/[Duration]>=0.1,"Yellow" & int([Finish
Variance]/[Duration]*100) & "% Variance","Green " & int([Finish
Variance]/[Duration]*100) & "% Variance")))

You can use this at the task level formula to show task variances and set
the summary to formula. Then create a project level text field and simply
set the formula equal to the name of your task level custom field in square
brackets.

Jonathan
 
M

MAS

Thank you very much - that's perfect. Sometimes you can't see the forrest for
all the trees.

Jonathan Sofer said:
Try this formula aa a project level custom TEXT field, then you can use
graphical indicators using if text contains "Red" then show a red circle
indicactor, etc

IIf([Baseline Finish]>55000,"No Baseline",IIf([Finish
Variance]/[Duration]>0.2,"Red " & int([Finish Variance]/[Duration]*100) & "%
Variance",IIf([Finish Variance]/[Duration]>=0.1,"Yellow" & int([Finish
Variance]/[Duration]*100) & "% Variance","Green " & int([Finish
Variance]/[Duration]*100) & "% Variance")))

You can use this at the task level formula to show task variances and set
the summary to formula. Then create a project level text field and simply
set the formula equal to the name of your task level custom field in square
brackets.

Jonathan

MAS said:
I was wondering if anyone has created a custom field similar to someting
that
I am trying. I would think that it is a useful field that a lot would use
but
I can't get anything to work. I want to indicate if a project is green,
yellow or red based on current finish date as a percentage of the size of
the
proejct. If the current finish date is no more than 10% olater than the
baseline I want it to be green. Between 10 and 20% yellow, and greater
than
20% red.
 

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