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This section presents some examples of formulae that might be built and applied
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Example 1 The following is a simple formula with graphical indicators (stoplights) for date
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slippage using the following thresholds: The project Start Variance is equal to or less than zero over the Baseline Start Green (OK) (note that the divide by 480 makes it days as opposed to minutes)
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Part III:
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Details on the Installation and Configuration
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The project is more than 10 days over the baseline Start Date Red (Late) The project is greater than Green and is not Red Yellow (Caution) If a text ToolTip is required while hovering over the stoplights, start by creating a new enterprise custom task (with no lookup table) Next name the field (don t use special characters in the field names) Select Project | Text Next set the radio buttons in the Custom Attributes area to Formula In the formula box, enter the following:
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IIf([Start Variance]/480<=0,"OK",IIf([Start Variance]/480>10,"Late","Caution"))
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Next, in the Values to Display area, select Graphical Indicators In the first row in the Test column, select equals, and in the Value(s) column, type OK In the Image column, select the green stoplight Move to the next row and in the Test column, select equals; then in the Value(s) column enter Late, and in the Image column select the red stoplight In the third row, select equals, Caution, and Yellow Select Show Data Values in ToolTips (see Figure 9-27)
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FIGURE 9-27
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Data values and ToolTips
9:
Configuring Enterprise Data Settings
NOTE The preceding formula will not work without the project manager setting a baseline (which is
a best practice) You might be able to work further with the formula to add a way for the system to handle a situation in which no baseline has been set
Example 2 In this example, if the finish variance is greater than or equal to 10 days (note
that this field displays in minutes, hence the division by 480), then it will be result in a 3 (red stoplight) If the variance is less than 10 but greater than or equal to 5 days, then it will result in a 2 (yellow stoplight) If it is less than 5 days, then it will be assigned a 1, which should be set to a green stoplight
IIf([Finish Variance]/480>=10,3,IIf([Finish Variance]/480>=5,2,1))
Keep in mind that as soon as a condition is met, the formula stops Thus the stoplight indicators would be: The output of 3 results in the display of a red stoplight The output of 2 results in the display of a yellow stoplight The output of 1 results in the display of a green stoplight
PART III
In other words, it is really late, a little late, or OK
Example 3 The following formula is an example of a pretty complex enterprise custom task
field that was also rolled up to the Project Center:
IIf([Finish Variance]>120,"Late",IIf([% Complete]=100,"Complete",IIf(ProjDateDiff ([Current Date],[Baseline Start])/480>0 And [% Complete]=0,"NotStarted",IIf(ProjDateDiff ([Baseline Start],[Current Date])/480>0,"LateStart","OnTime"))))
This formula is then mapped to Graphical Indicators, so that the end result is the following: If a task is late (a very small cushion included), then it goes red If a task is complete, then it goes green If a task has not started, but is not late, then it goes white If a task was supposed to start, but has no actual work has been recorded, it goes yellow If a task has started on time, then blue Note that on the day a task is supposed to start, it goes blue If no actual work is applied by the next day, it goes yellow The tasks roll up to a summary task, which is what shows up in the Project Center
Example 4
This is an example that was recently used in the case where each project needed a milestone to be tracked and exposed in a Project Center view for comparison
Part III:
Details on the Installation and Configuration
with other projects This GoLive milestone did not mark the end of the project as a whole This date was the key reporting event that needed to be viewed across Projects in a Project Center View Here is how this task level field was exposed at the project level: Two custom task fields and three custom project fields were created The custom task fields are designed to test for the name of the milestone, and were designed as follows: GoLiveTask (Formula driven task-level date field) set to roll up the maximum value IIf([Name]="GoLive",[Finish],"1/1/1998" GoLiveTaskBL (Formula driven task-level date fiels) set to roll up the maximum value IIf([Name]="GoLive",[Baseline Finish],"1/1/1998" The custom project fields were as follows: GoLiveBL This project level text field displays the rollup of the GoLiveTaskBL date field IIf([Baseline Finish]>99999, "No BL Date",(GoLiveTaskBL)) GoLive This Project Level text field displays the rollup from the GoLiveTask task level date field IIf([Baseline Finish]>99999, "No BL Date",(GoLiveTask)) GoLiveVariance This project level text field uses a formula and a graphical indicator to display one of a set of colored flags based on how the GoLive task is tracking Construction of the GoLiveVariance field required the four other fields and consists of the following formula: IIf([Baseline Finish]>99999,"No Baseline", IIF(right[GoLive],2)= 88,"No GoLive Milestone",(ProjDateValue ([GoLive])-ProjDateValue ([GoLiveBL])))) This field used graphical indicators (see Figure 9-28) represented by fields in the formula as follows: No baseline: question mark No GoLive milestone: hyphen Is less than or equal to 2 (days late): green smiley Is within 2-10 (days late) yellow smiley (straight mouth) Is greater than or equal to 10 (days late): red smiley (frown) Finally, The GoLive Variance Project Level field must be exposed in a Project Center View This is done by creating or modifying a Project Center View, and adding the GoLive Variance field to it
9:
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