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Old 09-30-2011, 09:16 AM
abw1987 abw1987 is offline Custom field formula not working at summary task level Windows 7 32bit Custom field formula not working at summary task level Office 2010 32bit
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Custom field formula not working at summary task level
 
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Default Custom field formula not working at summary task level


Hello,

I am having trouble getting a custom formula on a Text field to work at the summary task level.

Attached you will find an example Project Plan which contains the following fields:
  • Task Name/Duration/Start/Finish/Predecessors - these are obvious
  • % Complete (Planned) - this is just the % Complete field, automatically populated based on the Status Date of 10/12/11
  • % Complete (Actual) - this is a Text field with manually-entered percentages representing actual completion
  • Color - a visual representation comparing the Planned and Actual % Complete columns based on a custom formula. It's pretty straightforward, but the colors represent the following:
    • White: actual completion is marked 100%
    • Green: task has begun, and Actual completion is no more than 10% behind Planned completion
    • Yellow: task has begun, and Actual completion is between 10% and 20% behind Planned completion
    • Red: task has begun, and Actual completion is more than 20% behind Planned completion
    • Black: task has not yet begun
The problem is, you will notice no colored circle is appearing next to the summary task (row 1). If I remove the graphical indicators and just display the underlying value, still nothing appears in this row (i.e., I am not getting an error; there is just no value appearing).

Does anyone have an idea on how to get this formula to calculate for the summary task rows?

FYI - the formula I am using is below, though I doubt it matters:
Code:
IIf([Status Date]<[Start],"Black",IIf(val([Text2])<100,IIf(val([Text2])<([% Complete]-20),"RED",IIf(val([Text2])<([% Complete]-10),"YELLOW","GREEN")),"WHITE"))
Many thanks in advance.
Attached Files
File Type: zip ExampleProject.zip (24.4 KB, 12 views)
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  #2  
Old 10-05-2011, 01:26 AM
seanpears99 seanpears99 is offline Custom field formula not working at summary task level Windows 7 64bit Custom field formula not working at summary task level Office 2007
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Hi ABW

I would advise against using calculations on summary fields as they are only containers for the items beneath them. Whenever I use customised fields I always leave the summaries alone.

If you wanted to display an indicator, go into the Graphical Indicator section and Click on Summary Rows and then summary rows inherit criteria from non summary rows.

Cheers
Sean
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Old 10-05-2011, 01:35 AM
seanpears99 seanpears99 is offline Custom field formula not working at summary task level Windows 7 64bit Custom field formula not working at summary task level Office 2007
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Hi ABW

Just to show you, if you apply your Actual Start to Complete Through against your summary, you will show green in your marker but you are actually behind schedule.

Also, in some instances, if you have too many nested summaries, MSP employs a weighting to each of the subsequent summaries so it further compounds your problem.

Hope this helps
Sean
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Old 10-05-2011, 07:17 AM
abw1987 abw1987 is offline Custom field formula not working at summary task level Windows 7 32bit Custom field formula not working at summary task level Office 2010 32bit
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Custom field formula not working at summary task level
 
Join Date: Sep 2011
Location: Boston
Posts: 7
abw1987 is on a distinguished road
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Quote:
Originally Posted by seanpears99 View Post
Hi ABW

I would advise against using calculations on summary fields as they are only containers for the items beneath them. Whenever I use customised fields I always leave the summaries alone.

If you wanted to display an indicator, go into the Graphical Indicator section and Click on Summary Rows and then summary rows inherit criteria from non summary rows.

Cheers
Sean
Thanks Sean. This works perfectly. I'm actually embarrassed that I didn't figure this out myself, given that the options to do this were right there, exactly where one would expect.

I'm not too worried about using the calculation on summary fields, given that the formula only compares two numbers on each specific line, rather than having anything to do with the tasks beneath them. The calculation appears to function properly for now, but I'll be sure to keep my eyes open for any strange behavior.

Quote:
Originally Posted by seanpears99 View Post
Hi ABW

Just to show you, if you apply your Actual Start to Complete Through against your summary, you will show green in your marker but you are actually behind schedule.

Also, in some instances, if you have too many nested summaries, MSP employs a weighting to each of the subsequent summaries so it further compounds your problem.

Hope this helps
Sean
That is fine with me. I have the indicators set up to show green as long as the percentage is not more than 10% behind. You will notice that if the percentage on the summary task falls to, say, 15% behind, then the indicator turns yellow.



Can someone mark this as solved?

Thanks again everyone!
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