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Status date in Microsoft Project

6 replies [Last post]
Wed, 2010-01-13 01:42
Fernando Tubiao
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When you press F9 in P3 all the activities that have not been updated are re-schedule after the data date OR if you use the Update option, all the activities within the update period are "actualized". This does not happen in MS Project; you shift the Status Date and "nothing" happens (you can see activities with 0% in the left side - where the actuals are supposed to be; these activities do not move automatically)

Why don’t the activities move or update when you shift the Status Date as it happens when you shift the Data Date in P3 (F9)?
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Replies

Mon, 2012-07-30 14:54
#1
Rob van Wijngaarden
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To behave ALMOST like P3/P6 on this you need to set some options.

MS project 2010:

File - Options - Advanced - Calculation Options For This Project

  • Move end of completed parts after status date back to status date (not like P3/6 but you need to set this one to yes, otherwise you cannot select the next one) YES
  • and move start of remaining parts back to status date (like P3/P6 standard) YES
  • Move start of remaining parts before status date forward to status date (like P3/P6 standard) YES
  • and move end of completed parts forward to status date (not like P3/P6, so optional for you) ?

Once you have set these options, you can schedule thr project with

Project - Update Project - Reschedule uncompleted work to start after (type in status date)

These settings will make any project planner who moved from P3/6 ro MS Project very happy.

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Mon, 2012-07-30 14:54
#2
Rob van Wijngaarden
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Joined: 30 Jul 2012
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To behave ALMOST like P3/P6 on this you need to set some options.

MS project 2010:

File - Options - Advanced - Calculation Options For This Project

  • Move end of completed parts after status date back to status date (not like P3/6 but you need to set this one to yes, otherwise you cannot select the next one) YES
  • and move start of remaining parts back to status date (like P3/P6 standard) YES
  • Move start of remaining parts before status date forward to status date (like P3/P6 standard) YES
  • and move end of completed parts forward to status date (not like P3/P6, so optional for you) ?

Once you have set these options, you can schedule thr project with

Project - Update Project - Reschedule uncompleted work to start after (type in status date)

These settings will make any project planner who moved from P3/6 ro MS Project very happy.

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Sun, 2011-10-16 07:30
#3
manish kumar
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Hi everybody..

I need to know the status of any project on some earlier dates. I tried changing status date.  The mode of calculation was set to automatic.  There were no changes observed. I was not able to get the % complete of each task as on the status date. Is there any way to get all details of my project as on a particular Date..

Thanks & Regards

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Wed, 2010-01-13 04:53
#4
Trevor Rabey
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The reason MSP does not do anything automatically just because you set a status date is because it is waiting for you to tell it what happened. It doesn’t have eyes or legs and it cannot go to the site and have a look at the job and it cannot read the site records, but you can. Only you know if the task has started and when. Only you know whether the task has been in progress continuously up to the status date, or whether it was interrupted, or what the actual duration is, or what the actual finish date was if the task is finished, or what the remaining duration estimate is.
This general idea is as applicable for P3 as it is for MSP.
If you have been actualising tasks in P3 with one click of a button you have been allowing or forcing the software to make a lot of assumptions which are probably not correct.
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Wed, 2010-01-13 04:46
#5
Trevor Rabey
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Set the Status Date, as you have done.
Set a Baseline (Tools, Tracking, Baseline)
Have the Tracking Toolbar visible/available (View, Toolbars etc).
Switch to the Tracking Gantt View.
Switch to the Tracking Table (View, Table etc).
Make the Status Date vertical red line in the tracking gantt chart (Format Gridlines).
Select the task that you are interested in.
Click the 2nd button from the left on the Tracking Toolbar.

That will do for now but there is a bit more to it if the task actual start date, actual duration and actual finish date are not the same as planned, or if the task was not continuously in progress up to the status date, or if the actual work or actual cost are not as planned.
Let us know how you get on up to this point.

BTW, I have described this simple and effective procedure about 1000 times, often with more detailed explanation, both here and at the newsgroup microsoft.public.project.
Try a search.
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Wed, 2010-01-13 01:58
#6
PINAN T.
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Joined: 20 Jul 2007
Posts: 102
Groups: Pinoy Planning Planet Community
hi

try this

tools - tracking update task

and

tools - tracking update project
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