StopLights on Project Center

B

Bill

I've been trying to add stoplight indicators to my project center. it
appears the Enterprise project text1 - text3 will not calculate the formula I
have in there.

In this project there is an outline code populated by the user. Depending
on the value of the outline code the formula in the enterprise project text1
should create a value for the stoplight to reference. If I just plance the
field of the outline code and just display the value, I'm getting nothing in
return.

Can someone tell me what I'm doing wrong?

Thanks

Bill
 
D

Dale Howard [MVP]

Bill --

Why don't you post the formula you are using and the structure of the
outline code? That would make it a bit easier to troubleshoot your problem.
Let us know.
 
B

Bill

Dale,

In the outline code editor, you do not have the option to create a formula
nor do you have the option to attached a graphical indicator. Therefore I
had to go to the enterprise project text to reference the information and
formula for graphical display purposes.

If you know a way around this issue, I'm very open.

Thanks

Bill
 
D

Dale Howard [MVP]

Bill --

Yes, I KNOW that you can't create a formula in an outline code field. What
I'm asking you to do is to tell us the formula that you entered in a Text
field and to tell us the structure of your outline code. Perhaps then we
can help you to solve your problem. Let us know.
 
B

Bill

Dale,

To help trouble shoot this, I just placed the value of the outline code in
the formula section of the enterprise project text. Then have the project
text show the data not the graphic indicator. This is how I was trying to
trouble shoot the problem. In return I'm getting nothing back from the
project text value and I should. The outline codes are populated. The second
thing I noticed is the name I called the project text field is not showing up
in the project center with that value. it shows up as "enterprise project
text3" I'm mentioning this because I'm not sure if that has anything to do
with the overall problem.

Thanks

Bill
 
D

Dale Howard [MVP]

Bill --

How do you expect me to help you if you won't provide the information I ask
you to provide? I need the following:

1. The EXACT formula you are using (copy and paste it if you have to)
2. The structure of your outline code

I will simply not reply any further to your questions until you provide this
information.
 
B

Bill

I appoligize for the lack of information, I've simplified the issue for this
discussion:

the outline code Called Budget(enterprize Project outline code8) has a
lookup table with the following values:
"On Budget"
"Possible Slip"
"Help"

The enterprize project text is called BudgetGraphic (Enterprize Project Text1)

In the formula section I have tried two different scenarios

the first scenario the formula is as follows:

[Budget]

When the data radio button is set (instead of the graphical indicator) this
field should display the data from [Budget]

In the second scenario I tryied to use the graphic indicator as test so I
used the following formula:

IIF([Budget]="Test", 4, 1))

The value of 4 will show a white button and the 1 value will show a red
button. Since the test will always fail, I should always receive a red
button.

I'm getting blank results from both tests

I hope this was enough data.

Let me know

Thanks

Bill
 
D

Dale Howard [MVP]

Bill --

I have tested your requirements and am able to get the stoplights to work.
You have made several mistakes, I believe, in the process to create them.
Here's what I did to make it work:

1. Set up the Budget field in Enterprise Project Outline Code2.
2. Set the Field Mask to Characters, Any Length, and the Period as the
Separator character
3. Built a Lookup Table with only three values (On Budget, Possible Slip,
and Help)
4. Set up the Budget Graphic field in Enterprise Task Text1
5. Entered the following formula in the field:

[Enterprise Project Outline Code2]

6. Selected the "Graphical indicators" option and set up the following
tests

Equals On Budget Green
Equals Possible Slip Yellow
Equals Help Red

7. Saved and closed the Enterprise Global file, exited and relaunched
Microsoft Project Professional
8. Opened a project
9. Clicked Project - Project Information and selected a value from the
Budget outline code
10. Temporarily inserted the Budget and Budget Graphic fields in a task
view
11. The stoplights appear correctly for any of the three values in the
Graphic outline code field
12. Click Collaborate - Publish - Project Plan to "push" the custom field
names, data, and graphical indicators to PWA

Hope this helps.




Bill said:
I appoligize for the lack of information, I've simplified the issue for
this
discussion:

the outline code Called Budget(enterprize Project outline code8) has a
lookup table with the following values:
"On Budget"
"Possible Slip"
"Help"

The enterprize project text is called BudgetGraphic (Enterprize Project
Text1)

In the formula section I have tried two different scenarios

the first scenario the formula is as follows:

[Budget]

When the data radio button is set (instead of the graphical indicator)
this
field should display the data from [Budget]

In the second scenario I tryied to use the graphic indicator as test so I
used the following formula:

IIF([Budget]="Test", 4, 1))

The value of 4 will show a white button and the 1 value will show a red
button. Since the test will always fail, I should always receive a red
button.

I'm getting blank results from both tests

I hope this was enough data.

Let me know

Thanks

Bill





Dale Howard said:
Bill --

How do you expect me to help you if you won't provide the information I
ask
you to provide? I need the following:

1. The EXACT formula you are using (copy and paste it if you have to)
2. The structure of your outline code

I will simply not reply any further to your questions until you provide
this
information.
 
A

Angie Todd [MSFT]

Hi Dale - I'm trying to do something similar and am not very good at using MS
Project. What I am trying to do is allow a user to select either a Green,
Yellow, or Red stoplight at the top of their project (say, Task 1) so that I
can then create a view that pulls these results in per project into a greater
(externally linked) project.
I can handle the view fine, but I am not able to use the Graphical
Indicators as a Value List for the user to pick in Task 1 of their project.

Thoughts??
Angie Todd
--
This posting is provided "AS IS" with no warranties, and confers no rights.


Dale Howard said:
Bill --

I have tested your requirements and am able to get the stoplights to work.
You have made several mistakes, I believe, in the process to create them.
Here's what I did to make it work:

1. Set up the Budget field in Enterprise Project Outline Code2.
2. Set the Field Mask to Characters, Any Length, and the Period as the
Separator character
3. Built a Lookup Table with only three values (On Budget, Possible Slip,
and Help)
4. Set up the Budget Graphic field in Enterprise Task Text1
5. Entered the following formula in the field:

[Enterprise Project Outline Code2]

6. Selected the "Graphical indicators" option and set up the following
tests

Equals On Budget Green
Equals Possible Slip Yellow
Equals Help Red

7. Saved and closed the Enterprise Global file, exited and relaunched
Microsoft Project Professional
8. Opened a project
9. Clicked Project - Project Information and selected a value from the
Budget outline code
10. Temporarily inserted the Budget and Budget Graphic fields in a task
view
11. The stoplights appear correctly for any of the three values in the
Graphic outline code field
12. Click Collaborate - Publish - Project Plan to "push" the custom field
names, data, and graphical indicators to PWA

Hope this helps.




Bill said:
I appoligize for the lack of information, I've simplified the issue for
this
discussion:

the outline code Called Budget(enterprize Project outline code8) has a
lookup table with the following values:
"On Budget"
"Possible Slip"
"Help"

The enterprize project text is called BudgetGraphic (Enterprize Project
Text1)

In the formula section I have tried two different scenarios

the first scenario the formula is as follows:

[Budget]

When the data radio button is set (instead of the graphical indicator)
this
field should display the data from [Budget]

In the second scenario I tryied to use the graphic indicator as test so I
used the following formula:

IIF([Budget]="Test", 4, 1))

The value of 4 will show a white button and the 1 value will show a red
button. Since the test will always fail, I should always receive a red
button.

I'm getting blank results from both tests

I hope this was enough data.

Let me know

Thanks

Bill





Dale Howard said:
Bill --

How do you expect me to help you if you won't provide the information I
ask
you to provide? I need the following:

1. The EXACT formula you are using (copy and paste it if you have to)
2. The structure of your outline code

I will simply not reply any further to your questions until you provide
this
information.




Dale,

To help trouble shoot this, I just placed the value of the outline code
in
the formula section of the enterprise project text. Then have the
project
text show the data not the graphic indicator. This is how I was trying
to
trouble shoot the problem. In return I'm getting nothing back from the
project text value and I should. The outline codes are populated. The
second
thing I noticed is the name I called the project text field is not
showing
up
in the project center with that value. it shows up as "enterprise
project
text3" I'm mentioning this because I'm not sure if that has anything
to
do
with the overall problem.

Thanks

Bill

:

Bill --

Yes, I KNOW that you can't create a formula in an outline code field.
What
I'm asking you to do is to tell us the formula that you entered in a
Text
field and to tell us the structure of your outline code. Perhaps then
we
can help you to solve your problem. Let us know.




Dale,

In the outline code editor, you do not have the option to create a
formula
nor do you have the option to attached a graphical indicator.
Therefore I
had to go to the enterprise project text to reference the
information
and
formula for graphical display purposes.

If you know a way around this issue, I'm very open.

Thanks

Bill

:

Bill --

Why don't you post the formula you are using and the structure of
the
outline code? That would make it a bit easier to troubleshoot your
problem.
Let us know.




I've been trying to add stoplight indicators to my project
center.
it
appears the Enterprise project text1 - text3 will not calculate
the
formula I
have in there.

In this project there is an outline code populated by the user.
Depending
on the value of the outline code the formula in the enterprise
project
text1
should create a value for the stoplight to reference. If I just
plance
the
field of the outline code and just display the value, I'm getting
nothing
in
return.

Can someone tell me what I'm doing wrong?

Thanks

Bill
 

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