1) Add them to Project Server as enterprise custom fields.
2) Create and save/publish a schedule (or save/publish existing
schedule)
3) In the views, add a filter on the field you created in the
Enterprise
Custom Fields area
And yeah, Project Server can be quite a bear to implement. It does
require a fair bit of specialized technical and domain knowledge.
- Andrew Lavinsky
Blog:
http://blogs.catapultsystems.com/epm
Okay, so I thought I was just going to be entering the formulas you
supplied under "Filter" when you're editing a view. Obviously this
is not the case =). As a disclaimer, I am VERY new to PS2K7 and
PAW, but have been tasked by my company to put together a demo for
a customer so I need to figure it out. Can you give me the cliff
notes on how to 1) where and how to create these flag formulas and
2) how to use them in a view? Sorry for all of the hand holding
but this is turning out to be quite a complicated piece of software
=/.
:
The challenge will be to dynamically filter based on the current
date. PWA will not support this in Project Detail views. The
only way to filter your views would be based on the Current Date
(as of publishing), the Publish Date (as of publishing), or the
Status Date (as of publishing). Personally, I prefer the Status
Date as that is the last time the project was truly up to date.
Here's a couple of flag formulas you can use to start with in
developing a filter. You may have to refine for your specific
needs:
1) IIf([% Complete]<100,IIf([Start]<ProjDateAdd([Current
Date],2400),Yes,No),No) - all open tasks that have started or will
start in the next week, based on the current date as of the
publish event.
2) IIf([Status Date]=ProjDateValue("NA"),No,IIf([%
Complete]=100,No,IIf([Baseline Finish]<[Status
Date],Yes,IIf([Baseline Start]<[Status Date],IIf([Finish
Variance]>0,Yes,No),No)))) - all past due tasks and in progress
slipping tasks, based on the Status Date as of the publish event.
If you truly want to filter on today's date, you would need to do
that in a SQL query with SQL Reporting Services. In my opinion,
that would not be the way to go, as that would be displaying data
based on non-updated schedules - depending on how long has elapsed
between the Publish date and Today's date.
- Andrew Lavinsky
Blog:
http://blogs.catapultsystems.com/epm
I want to create 2 different views for a project in PWA for PS2K7
that
display:
1. All tasks due within the next week. I know I need to do a
filter
and I
recall somewhere seeing something like Finish=[Today]+5 or
something
like
that, but I can't remember exactly. I'm hoping someone can help.
2. All tasks past due. I'm guessing this would be something
similar
where
Finish<Today and % Complete "not equal" to 100, but I'm not sure.
Thanks!
.
.