Summary Status in Group View

Member for

13 years 10 months

Tom,

 

Hopefully, this picture comes across so can see what I'm trying to do. I can't paste it. Would mind mind sending me an email and I'll reply with a picture of what I'm trying to do?  My email: da_raw1@yahoo.com

 

 

Member for

13 years 10 months

Tom,

 

Hopefully, this picture comes across so can see what I'm trying to do. I can't paste it. Would mind mind sending me an email and I'll reply with a picture of what I'm trying to do?  My email: da_raw1@yahoo.com

 

 

Member for

13 years 10 months

Tom,

Thank you very much.  I will try the formula.  I tried to post a picture of the file, but I couldn't do it.  But it seems like you get what I'm trying to do. Thanks again.

Member for

13 years 10 months

Tom,

Thank you very much.  I will try the formula.  I tried to post a picture of the file, but I couldn't do it.  But it seems like you get what I'm trying to do. Thanks again.

Member for

18 years 11 months

Hi Reggie, I guess you are interested in the task "Status" field, which indicates whether a task is "Complete", "On Schedule", "Late", or "Future Task" - all computed without regard to any baseline.  (In my opinion, this field has meaning only for those who measure progress against a static schedule and do not rely on it for future forecasting - like the "Progress Line" feature.  This is not a workflow that most professional project planners would apply. I never use it.)

I think the Status field is not computed for group summaries because - unlike summary tasks - they do not have an assigned or inherited calendar.  Here is a formula for a custom text field that does pretty much the same calculation using the task Project Calendar for group summaries.  Just make sure the "Calculation for task and group summary rows" for this custom field is set to "Use formula."    

IIf([ID]>-1,IIf([% Complete]=100,"Complete",IIf([Start]>[Status Date],"Future Task",IIf([Actual Start]=ProjDateValue("NA"),"Late",IIf(ProjDateAdd([Actual Start],[Actual Duration])>=DateValue([Status Date]),"On Schedule","Late")))),IIf([% Complete]=100,"Complete",IIf([Start]>[Status Date],"Future Task",IIf([Actual Start]=ProjDateValue("NA"),"Late",IIf(ProjDateAdd([Actual Start],[Actual Duration],[Project Calendar])>=DateValue([Status Date]),"On Schedule","Late")))))

This formula has matched the task status for all tasks in an ongoing project of mine, but your mileage may vary.

Member for

21 years 9 months

Reggie,

What do you mean by summary status? Which fields are you after.

=jerome