You found one of the two standard ways to address in MSP:
1. In the filter definition, turn summary rows on or off (i.e. regardless of their field value.)
2. In the Custom Field dialog, use the "Calculation for task and group summary rows" to specify how the flag is evaluated for the summary tasks. There you can evaluate the field independently for the summary task using the formula, or you can have the field value roll-up from its subtasks.
I am a new addition to planning planet and have been trying to sort out some easy to use templates for my Company.
Your 3 week lookahead flag formula is what I am looking for however when I apply it to a Flag feild it only returns "yes" in the tasks, not the summary tasks. The way our programs are written I need to have the summary task ncluded in the lookahead as this describes the area that the task applies to. Interstingly the summarys do do work when using the date filter.
Any thoughts on how this can be achieved.
PS I am not up to speed on MSP formula's.
Cheers
Solved my own problem, I didn't have Show related summary rows ticked. A trap for new players.
That's right; you can't do much calculation in the filter definitions themselves. The common way to handle this is to do your calculations in a formula for a custom flag field, then filter for the flag.
For example:
1. Open the Custom Fields dialog from the Project ribbon, then create a new Task Flag field called "3wk LA". Give the field a custom attribute of "Formula" and enter this in the white space -
[% Complete]<>100 And [Start]<=[Status Date]+21
This formula sets the flag to "Yes" for all tasks that are presently incomplete which already started or are scheduled to start within 3 weeks after the project status date. You can use [Current Date] instead of [Status Date] if you like - I typically have similar flags for both conditions.
2. Make your new Filter using Field Name "3wk LA" and test "equals" Yes.
There are many other conditions you may want to add for various purposes - e.g. Critical=Yes, Summary=No,Active=Yes, etc. You can add these conditions either to the filter definition or to the flag formula, but I find the filter definition easier to use in most cases.
Member for
18 years 11 months@Gregg,Welcome to PP!You
@Gregg,
Welcome to PP!
You found one of the two standard ways to address in MSP:
1. In the filter definition, turn summary rows on or off (i.e. regardless of their field value.)
2. In the Custom Field dialog, use the "Calculation for task and group summary rows" to specify how the flag is evaluated for the summary tasks. There you can evaluate the field independently for the summary task using the formula, or you can have the field value roll-up from its subtasks.
Member for
10 years 2 monthsHi Tom I am a new addition to
Hi Tom
I am a new addition to planning planet and have been trying to sort out some easy to use templates for my Company.
Your 3 week lookahead flag formula is what I am looking for however when I apply it to a Flag feild it only returns "yes" in the tasks, not the summary tasks. The way our programs are written I need to have the summary task ncluded in the lookahead as this describes the area that the task applies to. Interstingly the summarys do do work when using the date filter.
Any thoughts on how this can be achieved.
PS I am not up to speed on MSP formula's.
Cheers
Solved my own problem, I didn't have Show related summary rows ticked. A trap for new players.
Cheers
Member for
18 years 11 monthsHi Ross,That's right; you
Hi Ross,
That's right; you can't do much calculation in the filter definitions themselves. The common way to handle this is to do your calculations in a formula for a custom flag field, then filter for the flag.
For example:
1. Open the Custom Fields dialog from the Project ribbon, then create a new Task Flag field called "3wk LA". Give the field a custom attribute of "Formula" and enter this in the white space -
[% Complete]<>100 And [Start]<=[Status Date]+21
This formula sets the flag to "Yes" for all tasks that are presently incomplete which already started or are scheduled to start within 3 weeks after the project status date. You can use [Current Date] instead of [Status Date] if you like - I typically have similar flags for both conditions.
2. Make your new Filter using Field Name "3wk LA" and test "equals" Yes.
There are many other conditions you may want to add for various purposes - e.g. Critical=Yes, Summary=No,Active=Yes, etc. You can add these conditions either to the filter definition or to the flag formula, but I find the filter definition easier to use in most cases.