RAG Status Indicators

[Lee Anderson]

I remember in previous plans I have worked on, there has been a custom field
(flag I think) which represented the current status of each non-summary task
in the form of a RAG Status and also it varied the symbol (Circle or a
square) depending upon whether or not the work had began. The only problem
being that I can't remember the formulae and options to which I set this up
as it was quite a while ago....can anyone assist me please?
Thanks
Lee Anderson

 

[Jim Aksel]

IIf([Actual Start]=ProjDateValue("NA") And [Start]<[Status
Date],"True","False")

Returns true for unstarted tasks less than the status date, otherwise return
false.
You can then use a graphical indicator depending on T/F.

You can also use some type of a statement to set RAG depending on the value
you wish. We use the [SPI] (Schedule Performance Index) combined with a
switch statement. This is placed into a text field and then the graphical
indicator is determined by the value returned 1-green, 2-amber, 3-red.
Substitute desired cutoff values.

Switch( expression1, value1, expression2, value2, ... )

Example:
Switch([SPI]>=0.95, 1, [SPI]>=0.9 and [SPI]<0.95,2,[SPI]<0.90,3)

A properly costed, resource loaded baseline is assumed.

The two formulas can be combined such that a value of 0 means "Unstarted
task that is now late"

IIf([Actual Start]=ProjDateValue("NA") And [Start]<[Status
Date],0,Switch([SPI]>=0.95, 1, [SPI]>=0.9 and [SPI]<0.95,2,[SPI]<0.90,3))

--
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Jim
It''s software; it''s not allowed to win.

Visit http://project.mvps.org/ for FAQs and more information
about Microsoft Project

 

[JulieS]

Hello Lee,

You don't give us a lot of detail to go with (what criteria) so all I
can do is reply in generalities. You'll first need to insert a custom
field (NumberX, TextX, etc.). You'll need to create a formula (Tools >
Customize > Fields...) that test for the criteria you need and then
return a specific value. (You may need to use an IIf function or Switch
function depending upon what you are testing. ) Then in the Customize
Fields dialog box, you set the "Values to Display" to graphical
indicators.

For details there are several options:
Mike Glen's excellent series -- particularly Article 15 found through:

http://project.mvps.org/mike's_tutorials.htm

A quick google groups search for RAG showed 31 messages posted to this
newsgroup.

Give us a bit more detail about what you are trying to accomplish (what
criteria etc.) and we'll try to be more help

I hope this helps. Let us know how you get along.

Julie
Project MVP

Visit http://project.mvps.org/ for the FAQs and additional information
about Microsoft Project

 

[Lee Anderson]

Thanks Very much for that answer Jim!!!
Lee

IIf([Actual Start]=ProjDateValue("NA") And [Start]<[Status
Date],"True","False")

Returns true for unstarted tasks less than the status date, otherwise return
false.
You can then use a graphical indicator depending on T/F.

You can also use some type of a statement to set RAG depending on the value
you wish. We use the [SPI] (Schedule Performance Index) combined with a
switch statement. This is placed into a text field and then the graphical
indicator is determined by the value returned 1-green, 2-amber, 3-red.
Substitute desired cutoff values.

Switch( expression1, value1, expression2, value2, ... )

Example:
Switch([SPI]>=0.95, 1, [SPI]>=0.9 and [SPI]<0.95,2,[SPI]<0.90,3)

A properly costed, resource loaded baseline is assumed.

The two formulas can be combined such that a value of 0 means "Unstarted
task that is now late"

IIf([Actual Start]=ProjDateValue("NA") And [Start]<[Status
Date],0,Switch([SPI]>=0.95, 1, [SPI]>=0.9 and [SPI]<0.95,2,[SPI]<0.90,3))

--
If this post was helpful, please consider rating it.

Jim
It''s software; it''s not allowed to win.

Visit http://project.mvps.org/ for FAQs and more information
about Microsoft Project

I remember in previous plans I have worked on, there has been a custom field
(flag I think) which represented the current status of each non-summary task
in the form of a RAG Status and also it varied the symbol (Circle or a
square) depending upon whether or not the work had began. The only problem
being that I can't remember the formulae and options to which I set this up
as it was quite a while ago....can anyone assist me please?
Thanks
Lee Anderson