PWA Rollup of Duration for Different Phases at Project Center

[Wendy]

If anyone could help me create the appropriate enterprise project level field
to show a rollup of task duration per phase that would be great. I am
trying to create a view in Project Center (across all projects) that shows a
rollup per phase.
I know I need to create an enterprise global field to do this but I can't
get the formula and/or rollup correct. For example: I have two tasks that
are rollups of a phase and I would like a view in Project center that shows
the project along with the two task rollups of the duration for each phase.

PHASE 4-SITE SEARCH PROCES
PHASE 5-LAYOUT, DETAILS, SPEC DEVELOPMENT

Here is the task level field I have created to grab the appropriate task
duration. Now what I can't do is create the corresponding project level one
that accurately shows the correct information. IIf(Trim([Name])="PHASE
4-SITE SEARCH PROCESS",[Duration]/480,0)

Thanks

 

[Reid McTaggart]

If I understand your goal, you are on the wrong track. You cannot get
anything meaningful by rolling up durations because the phase duration is not
the sum of its task durations; nor is it the minimum or maximum duration.

I think to get what you want you may need to use two task level custom date
fields for each phase (one for start date, one for finish date), plus one
project level custom duration field for each phase.

Your phase start date formula would test for the phase name and then return
the start date or a very large number such as 999999. Set the rollup to
minimum.

Your phase finish date formula would test for the phase name and then return
the start date or 0. Set the rollup to maximum.

Each project level custom duration field would calculate the phase duration
as the difference of the rolled up start and finish dates for the relevant
phase.

I hope this makes sense and meets your needs. There may be a more elegant
solution, but I think this one will work.

 

[Wendy]

Hi Reid,

Thanks for your help. I am getting there but still having issues getting a
handle on the project level field for the phase duration. Here are my
formulas:

1) Task Level Start Date for Phase works

Phase 4 Task Level Custom Start Date [Enterprise Date1] with Rollup Minimum

IIf([Name]="PHASE 4-SITE SEARCH PROCESS",[Start],999999)

2) Task Level Finish Date for Phase works

Phase 4 Task Level Custom Finish Date [Enterprise Date2] with Rollup Maximum

IIf([Name]="PHASE 4-SITE SEARCH PROCESS",[Finish],0)

3) Phase 4 Project Level Custom Duration for Phase Does not work with
Calculation to Task Summary Rolls set to Use Formula

ProjDateDiff([Enterprise Date1],[Enterprise Date2])

It seems like my project level does not have reference to the specific Phase
4 test. This field returns a #error at the project level and an incorrect
duration of 0 days for the Phase 4 task.

Any help would be appreciated.

Thanks
Wendy

If I understand your goal, you are on the wrong track. You cannot get
anything meaningful by rolling up durations because the phase duration is not
the sum of its task durations; nor is it the minimum or maximum duration.

I think to get what you want you may need to use two task level custom date
fields for each phase (one for start date, one for finish date), plus one
project level custom duration field for each phase.

Your phase start date formula would test for the phase name and then return
the start date or a very large number such as 999999. Set the rollup to
minimum.

Your phase finish date formula would test for the phase name and then return
the start date or 0. Set the rollup to maximum.

Each project level custom duration field would calculate the phase duration
as the difference of the rolled up start and finish dates for the relevant
phase.

I hope this makes sense and meets your needs. There may be a more elegant
solution, but I think this one will work.

--
Reid McTaggart
EPM Architect
Microsoft

If anyone could help me create the appropriate enterprise project level field
to show a rollup of task duration per phase that would be great. I am
trying to create a view in Project Center (across all projects) that shows a
rollup per phase.
I know I need to create an enterprise global field to do this but I can't
get the formula and/or rollup correct. For example: I have two tasks that
are rollups of a phase and I would like a view in Project center that shows
the project along with the two task rollups of the duration for each phase.

PHASE 4-SITE SEARCH PROCES
PHASE 5-LAYOUT, DETAILS, SPEC DEVELOPMENT

Here is the task level field I have created to grab the appropriate task
duration. Now what I can't do is create the corresponding project level one
that accurately shows the correct information. IIf(Trim([Name])="PHASE
4-SITE SEARCH PROCESS",[Duration]/480,0)

Thanks

 

[Wendy]

Hi Reid,

Also my task level custom date fields stop working when they become summary
tasks.

IIf([Name]="PHASE 4-SITE SEARCH PROCESS",[Start],999999)

Phase as Summary Task in Project
- PHASE 4-SITE SEARCH PROCESS
test

The formula only works when the task name is the non-summary task which
isn't the way it is. In this case it works but Phase 4-Site Search Process
is the summary task name not the actual detailed task name

- PHASE 4-SITE SEARCH PROCESS
PHASE 4-SITE SEARCH PROCESS

Is there another test for name for summary tasks?

Thanks
Wenyd
:

If I understand your goal, you are on the wrong track. You cannot get
anything meaningful by rolling up durations because the phase duration is not
the sum of its task durations; nor is it the minimum or maximum duration.

I think to get what you want you may need to use two task level custom date
fields for each phase (one for start date, one for finish date), plus one
project level custom duration field for each phase.

Your phase start date formula would test for the phase name and then return
the start date or a very large number such as 999999. Set the rollup to
minimum.

Your phase finish date formula would test for the phase name and then return
the start date or 0. Set the rollup to maximum.

Each project level custom duration field would calculate the phase duration
as the difference of the rolled up start and finish dates for the relevant
phase.

I hope this makes sense and meets your needs. There may be a more elegant
solution, but I think this one will work.

--
Reid McTaggart
EPM Architect
Microsoft

If anyone could help me create the appropriate enterprise project level field
to show a rollup of task duration per phase that would be great. I am
trying to create a view in Project Center (across all projects) that shows a
rollup per phase.
I know I need to create an enterprise global field to do this but I can't
get the formula and/or rollup correct. For example: I have two tasks that
are rollups of a phase and I would like a view in Project center that shows
the project along with the two task rollups of the duration for each phase.

PHASE 4-SITE SEARCH PROCES
PHASE 5-LAYOUT, DETAILS, SPEC DEVELOPMENT

Here is the task level field I have created to grab the appropriate task
duration. Now what I can't do is create the corresponding project level one
that accurately shows the correct information. IIf(Trim([Name])="PHASE
4-SITE SEARCH PROCESS",[Duration]/480,0)

Thanks