Formulas for Enterprise Custom Fields

[Angela]

Anybody know of a good site to help with formulas for Enterprise Custom
Fields? Trying to make a field with indicators to compare work with baseline
work:

Work Variance Indicator

Green Indicator - less than 5% over baseline work
Yellow Indicator - 5-15% over baseline work
Red Indicator - 15%+ over baseline work

 

[Dale Howard [MVP]]

Angela --

There's no Web site or book that deals specifically with formulas in
enterprise custom fields. However, to answer your question, here's what I
would do:

1. Create a new enterprise custom task Number field
2. Enter the following formula for the field:

[Work Variance]/[Baseline Work]

3. Select the "Use formula" option for task and group summary rows.
4. Create Graphical Indicator criteria as follows:

Is greater than or equal to .15 Red indicator
Is greater than or equal to .05 Yellow indicator
Is less than .05 Green
indicator

Hope this help.s

 

[Stephen Sanderlin]

You could also use this formula:

IIf([Baseline Finish]=ProjDateValue("NA"),"Not Baselined",IIf([Work
Variance]/[Baseline Work]<0.05,"Less than 5% over Baseline
Work",IIf([Work Variance]/[Baseline Work]<0.15,"5 - 15% over Baseline
Work",IIf([Work Variance]/[Baseline Work]>0.15,"15%+ over Baseline
Work","Error"))))

and slightly modify Dale's instructions for configuring the indicator.

--
Stephen Sanderlin
Owner/Founder - EPMFAQ
http://www.epmfaq.com/
http://forums.epmfaq.com/

EPM Solutions Architect / Principal Consultant - BT Professional
Services
http://bt.ins.com/

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