Baseline work does not roll up correctly

J

jgyap

Hello,

Im using MS Project 2007 and added new tasks on my work plan. I tried to
baseline the new task but it does not roll up correctly summary task. It
decreased rather than increased. The new task that I baseline have 2 hrs
work. There should be an additional 2 hrs on my summary task after baselining
the new task. But this is not the case, the result on the summary task
baseline work becomes 2 hrs only.

The process I used on re-baselining the task is to highlight the task then
go to TOOL>Tracking>Set Baseline>Check Selected Task>Check the To rall
Summary tasks>then click OK.

Please advice. Thanks!
 
J

Jonathan Sofer [MVP]

Did you make sure to only highlight the new task when you re-baselined?

Also validate whether the baseline work still exists on the other tasks.
 
C

Crook

Hi jgyap,

FWIW, I was not able to reproduce the behavior you observed. Used MS
Project Pro 2007, SP1.

HTH,
Crook
 
A

Adrienne

The project in question has another work plan that has the same behavior.
Total baseline work decreases as as new task is baselined. Per the previous
post, the steps taken are:

Tools > Tracking > Set Baseline > Check Selected Task > Check the To all
Summary tasks box > then click OK.

Thanks in advance for any feedback.
 
J

JulieS

Adrienne,

To chime in with "Crook", I cannot reproduce what you report using
Project 2007 SP-1. What service pack do you have applied to
Project?

I hope this helps. Let us know how you get along.

Julie
Project MVP

Visit http://project.mvps.org/ for the FAQs and additional
information about Microsoft Project
 
A

Adrienne

SP1 with the IU.

JulieS said:
Adrienne,

To chime in with "Crook", I cannot reproduce what you report using
Project 2007 SP-1. What service pack do you have applied to
Project?

I hope this helps. Let us know how you get along.

Julie
Project MVP

Visit http://project.mvps.org/ for the FAQs and additional
information about Microsoft Project
 
J

JulieS

Adrienne,

If you create a new project file and test, does the same issue
recur?

Julie
 
A

Adrienne

A new project file was created, and the problem persists.
Are we doing something wrong here? It is my understanding that when a user
sets the baseline and clicks the Roll up baselines - To all summary tasks
option, baseline information of the summary task will automatically add up.
Is that an incorrect assumption?
 
J

JulieS

Hi Adrienne,

Some of the information (baseline work and baseline cost) for
summary tasks is the sum of the subtask information. However,
duration is not the sum of the subtask duration.

Let's step through this simply.
Create a project with a summary task and 3 subtasks (A, B, C)
Each subtask is 1 day in duration.
No links between the tasks
Create three resources (R1, R2, R3) each with a standard cost of
$1.00 per hour.
Assign one resource per task.
Each task (A, B, C) has 8 hours of work
Summary shows a total of 24 hours of work.
Summary task duration = 1 day

Baseline the Project.
Baseline work for the summary task = 24
Baseline cost = $24
Baseline Duration = 1 day

Add a new task (D)
Duration = 1 day
Assign all three resources
Work on task D = 24 hours
Baseline work on Task D = 0
Baseline work on Summary task still equals 24 hours
Work on Summary task = 48

Select task D
Tools > Tracking, Set Baseline
For: Selected Tasks:
Roll up baseline
To all Summary tasks
OK
Warning appears -- baseline has already been used ....Do you want to
overwrite? Yes.

Baseline Work on Summary task = 48 hours.

I'm not sure what you are doing differently.

Julie
 
A

Adrienne

What you described works just fine.
Here is what is happening in one particular plan. For the task being rolled
up, the details are (apologies if this is overkill):

Milestone: No
Type: Fixed work
Baseline work: 18 hrs
Actual work: 3 hrs
Remaining work: 0 hrs
Work: 3 hrs
Duration: 2 days
Start: Wed. 9/3/08
Baseline Finish: Mon 9/22/08
Finish: Fri 10/10/08

Constraint Type: Start No Earlier Than
Constraint Date: Tue 9/2/08
Earned Value Method: % Complete

No predecessors

Six resources - units, no cost:
Resource 1 - 25%
Resource 2 - 13%
Resource 3 - 13%
Resource 4 - 13%
Resource 5 - 13%
Resource 6 - 13%

There are seven summary tasks before this one. The baseline work value for
the top summary task is 81,181.53 hrs.
After selecting the above task, then rolling up the baseline to all summary
tasks - overwrite previous baseline, the baseline work value for the top
summary task and the other six summary tasks changes to 3 hrs.

Do you think the problem is within the task that we are trying to roll up,
or with the other summary task(s)? Please let me know what other details are
needed.

Thanks again for all of your help with this, it's greatly appreciated.
 
J

JulieS

Hi Adrienne,

I must say the information you've presented below is quite odd. You
show a duration of 2 days with a start of 9/3 and finish of 10/10?
You also have 6 resources assigned with a total of 3 hours of work?

Is the file something you can email to me? If so, zip it and send
to prjng AT maine.rr.com

Off the top of my head, I'm going to guess you have some mild
corruption in the project plan if it is just this one particular
project. On a copy of the file, try methods 1, 3, or 4 at FAQ #43
at http://project.mvps.org/faqs.htm

Julie
 
A

Adrienne

We tried rebuilding the file per those methods but it didn't solve the
problem. I don't think I can send the file without permission. I can give
you as many details about the task itself and summary tasks as you need,
though.
 
J

JulieS

Hi Adrienne,

Sorry. I can't possibly trouble shoot a specific file issue without
actually seeing the file. There are far too many variables involved
and particularly as this is happening with only one file, my guess
is it is a corrupt file.

I am unable to create a scenario in testing where I can duplicate
what you report. As an aside, why do you want to baseline the task
if it already has been baselined? You note 18 hours of baseline
work.

Julie
 
A

Adrienne

Actually, it's happening with two different project plans. Otherwise, I'd
also say it's file corruption. Everything was fine before some people
entered actuals into PWA.

The project admin states that a save-as to Baseline 1 isn't acceptable as
they need to have the original baseline numbers, not a baseline of what the
work column currently is.

I'll see if the project admin would be OK with having you look at the file;
however, there's sticky client confidentiality stuff to deal with. :-(
 
J

JulieS

Hi Adrienne,

I didn't know until now that you were using Project server. I'm not
sure (I don't use server nor pwa extensively) if that is playing
into this issue.

Is your server install also at SP-1 with the IU?

Julie
 
P

Peter McSharry

I'm also experiencing the same issue. We're also using Project Server 2007 with IU. If I find out what the root cause is I'll post it here.
 
J

JulieS

Peter,

Try searching and posting to the Project Server newsgroup
(microsoft.public.project.server) they may have some better
information for you.

I hope this helps.

Julie
Project MVP

Visit http://project.mvps.org/ for the FAQs and additional
information about Microsoft Project
 
R

raxie pcanalyst

Was anyone able to find the root cause and/or a solution to this issue? We are on Project Server 2007, SP2 + Aug CU, using Project Pro '07 and PWA. 2 - 3 of our project plans are experiencing the same issue.



Peter McSharry wrote:

Baseline work does not roll up correctly
03-Nov-08

I am also experiencing the same issue. We're also using Project Server 2007 with IU. If I find out what the root cause is I will post it here.

Previous Posts In This Thread:

Baseline work does not roll up correctly
Hello

Im using MS Project 2007 and added new tasks on my work plan. I tried to
baseline the new task but it does not roll up correctly summary task. It
decreased rather than increased. The new task that I baseline have 2 hrs
work. There should be an additional 2 hrs on my summary task after baselining
the new task. But this is not the case, the result on the summary task
baseline work becomes 2 hrs only.

The process I used on re-baselining the task is to highlight the task then
go to TOOL>Tracking>Set Baseline>Check Selected Task>Check the To rall
Summary tasks>then click OK.

Please advice. Thanks!

Did you make sure to only highlight the new task when you re-baselined?
Did you make sure to only highlight the new task when you re-baselined

Also validate whether the baseline work still exists on the other tasks.

Hi jgyap,FWIW, I was not able to reproduce the behavior you observed.
Hi jgyap

FWIW, I was not able to reproduce the behavior you observed. Used M
Project Pro 2007, SP1

HTH
Crook

The project in question has another work plan that has the same behavior.
The project in question has another work plan that has the same behavior.
Total baseline work decreases as as new task is baselined. Per the previous
post, the steps taken are

Tools > Tracking > Set Baseline > Check Selected Task > Check the To all
Summary tasks box > then click OK

Thanks in advance for any feedback


:

Adrienne,To chime in with "Crook", I cannot reproduce what you report using
Adrienne

To chime in with "Crook", I cannot reproduce what you report using
Project 2007 SP-1. What service pack do you have applied to
Project

I hope this helps. Let us know how you get along

Juli
Project MV

Visit http://project.mvps.org/ for the FAQs and additional
information about Microsoft Projec


Re: Baseline work does not roll up correctly
SP1 with the IU

:

Adrienne,If you create a new project file and test, does the same issue recur?
Adrienne

If you create a new project file and test, does the same issu
recur

Julie

A new project file was created, and the problem persists.
A new project file was created, and the problem persists
Are we doing something wrong here? It is my understanding that when a user
sets the baseline and clicks the Roll up baselines - To all summary tasks
option, baseline information of the summary task will automatically add up.
Is that an incorrect assumption?

:

Hi Adrienne,Some of the information (baseline work and baseline cost) for
Hi Adrienne

Some of the information (baseline work and baseline cost) for
summary tasks is the sum of the subtask information. However,
duration is not the sum of the subtask duration

Let's step through this simply
Create a project with a summary task and 3 subtasks (A, B, C
Each subtask is 1 day in duration
No links between the task
Create three resources (R1, R2, R3) each with a standard cost of
$1.00 per hour.
Assign one resource per task.
Each task (A, B, C) has 8 hours of work
Summary shows a total of 24 hours of work.
Summary task duration = 1 day

Baseline the Project.
Baseline work for the summary task = 24
Baseline cost = $24
Baseline Duration = 1 day

Add a new task (D)
Duration = 1 day
Assign all three resources
Work on task D = 24 hours
Baseline work on Task D = 0
Baseline work on Summary task still equals 24 hours
Work on Summary task = 48

Select task D
Tools > Tracking, Set Baseline
For: Selected Tasks:
Roll up baseline
To all Summary tasks
OK
Warning appears -- baseline has already been used ....Do you want to
overwrite? Yes.

Baseline Work on Summary task = 48 hours.

I'm not sure what you are doing differently.

Julie



What you described works just fine.
What you described works just fine.
Here is what is happening in one particular plan. For the task being rolled
up, the details are (apologies if this is overkill):

Milestone: No
Type: Fixed work
Baseline work: 18 hrs
Actual work: 3 hrs
Remaining work: 0 hrs
Work: 3 hrs
Duration: 2 days
Start: Wed. 9/3/08
Baseline Finish: Mon 9/22/08
Finish: Fri 10/10/08

Constraint Type: Start No Earlier Than
Constraint Date: Tue 9/2/08
Earned Value Method: % Complete

No predecessors

Six resources - units, no cost:
Resource 1 - 25%
Resource 2 - 13%
Resource 3 - 13%
Resource 4 - 13%
Resource 5 - 13%
Resource 6 - 13%

There are seven summary tasks before this one. The baseline work value for
the top summary task is 81,181.53 hrs.
After selecting the above task, then rolling up the baseline to all summary
tasks - overwrite previous baseline, the baseline work value for the top
summary task and the other six summary tasks changes to 3 hrs.

Do you think the problem is within the task that we are trying to roll up,
or with the other summary task(s)? Please let me know what other details are
needed.

Thanks again for all of your help with this, it's greatly appreciated.


:

Hi Adrienne,I must say the information you've presented below is quite odd.
Hi Adrienne,

I must say the information you've presented below is quite odd. You
show a duration of 2 days with a start of 9/3 and finish of 10/10?
You also have 6 resources assigned with a total of 3 hours of work?

Is the file something you can email to me? If so, zip it and send
to prjng AT maine.rr.com

Off the top of my head, I'm going to guess you have some mild
corruption in the project plan if it is just this one particular
project. On a copy of the file, try methods 1, 3, or 4 at FAQ #43
at http://project.mvps.org/faqs.htm

Julie


We tried rebuilding the file per those methods but it didn't solve the problem.
We tried rebuilding the file per those methods but it didn't solve the
problem. I don't think I can send the file without permission. I can give
you as many details about the task itself and summary tasks as you need,
though.


:

Hi Adrienne,Sorry.
Hi Adrienne,

Sorry. I can't possibly trouble shoot a specific file issue without
actually seeing the file. There are far too many variables involved
and particularly as this is happening with only one file, my guess
is it is a corrupt file.

I am unable to create a scenario in testing where I can duplicate
what you report. As an aside, why do you want to baseline the task
if it already has been baselined? You note 18 hours of baseline
work.

Julie


Actually, it's happening with two different project plans.
Actually, it's happening with two different project plans. Otherwise, I'd
also say it's file corruption. Everything was fine before some people
entered actuals into PWA.

The project admin states that a save-as to Baseline 1 isn't acceptable as
they need to have the original baseline numbers, not a baseline of what the
work column currently is.

I'll see if the project admin would be OK with having you look at the file;
however, there's sticky client confidentiality stuff to deal with. :-(

:

Hi Adrienne,I didn't know until now that you were using Project server.
Hi Adrienne,

I didn't know until now that you were using Project server. I'm not
sure (I don't use server nor pwa extensively) if that is playing
into this issue.

Is your server install also at SP-1 with the IU?

Julie


Baseline work does not roll up correctly
I am also experiencing the same issue. We're also using Project Server 2007 with IU. If I find out what the root cause is I will post it here.

EggHeadCafe - Software Developer Portal of Choice
SQL Server Reporting Services - Lessons Learned
http://www.eggheadcafe.com/tutorial...5-a1d5b22329ae/sql-server-reporting-serv.aspx
 
S

Steven Bergren

We've experienced this problem for some time. Everything works great in a clean, brand new project. But over time, as a project gets actuals entered, new tasks don't roll up the way they are supposed to. Someone in my group has written a macro that goes and adds up all the tasks into the summary, but it takes forever and is rather inefficient. I came here to see if anybody had solved it yet, but I guess not.



raxie pcanalyst wrote:

Summary Task Baseline Work -- Follow up?
16-Nov-09

Was anyone able to find the root cause and/or a solution to this issue? We are on Project Server 2007, SP2 + Aug CU, using Project Pro '07 and PWA. 2 - 3 of our project plans are experiencing the same issue.

Previous Posts In This Thread:

Baseline work does not roll up correctly
Hello

Im using MS Project 2007 and added new tasks on my work plan. I tried to
baseline the new task but it does not roll up correctly summary task. It
decreased rather than increased. The new task that I baseline have 2 hrs
work. There should be an additional 2 hrs on my summary task after baselining
the new task. But this is not the case, the result on the summary task
baseline work becomes 2 hrs only.

The process I used on re-baselining the task is to highlight the task then
go to TOOL>Tracking>Set Baseline>Check Selected Task>Check the To rall
Summary tasks>then click OK.

Please advice. Thanks!

Did you make sure to only highlight the new task when you re-baselined?
Did you make sure to only highlight the new task when you re-baselined

Also validate whether the baseline work still exists on the other tasks.

Hi jgyap,FWIW, I was not able to reproduce the behavior you observed.
Hi jgyap

FWIW, I was not able to reproduce the behavior you observed. Used M
Project Pro 2007, SP1

HTH
Crook

The project in question has another work plan that has the same behavior.
The project in question has another work plan that has the same behavior.
Total baseline work decreases as as new task is baselined. Per the previous
post, the steps taken are

Tools > Tracking > Set Baseline > Check Selected Task > Check the To all
Summary tasks box > then click OK

Thanks in advance for any feedback


:

Adrienne,To chime in with "Crook", I cannot reproduce what you report using
Adrienne

To chime in with "Crook", I cannot reproduce what you report using
Project 2007 SP-1. What service pack do you have applied to
Project

I hope this helps. Let us know how you get along

Juli
Project MV

Visit http://project.mvps.org/ for the FAQs and additional
information about Microsoft Projec


Re: Baseline work does not roll up correctly
SP1 with the IU

:

Adrienne,If you create a new project file and test, does the same issue recur?
Adrienne

If you create a new project file and test, does the same issu
recur

Julie

A new project file was created, and the problem persists.
A new project file was created, and the problem persists
Are we doing something wrong here? It is my understanding that when a user
sets the baseline and clicks the Roll up baselines - To all summary tasks
option, baseline information of the summary task will automatically add up.
Is that an incorrect assumption?

:

Hi Adrienne,Some of the information (baseline work and baseline cost) for
Hi Adrienne

Some of the information (baseline work and baseline cost) for
summary tasks is the sum of the subtask information. However,
duration is not the sum of the subtask duration.

Let's step through this simply.
Create a project with a summary task and 3 subtasks (A, B, C)
Each subtask is 1 day in duration.
No links between the tasks
Create three resources (R1, R2, R3) each with a standard cost of
$1.00 per hour.
Assign one resource per task.
Each task (A, B, C) has 8 hours of work
Summary shows a total of 24 hours of work.
Summary task duration = 1 day

Baseline the Project.
Baseline work for the summary task = 24
Baseline cost = $24
Baseline Duration = 1 day

Add a new task (D)
Duration = 1 day
Assign all three resources
Work on task D = 24 hours
Baseline work on Task D = 0
Baseline work on Summary task still equals 24 hours
Work on Summary task = 48

Select task D
Tools > Tracking, Set Baseline
For: Selected Tasks:
Roll up baseline
To all Summary tasks
OK
Warning appears -- baseline has already been used ....Do you want to
overwrite? Yes.

Baseline Work on Summary task = 48 hours.

I'm not sure what you are doing differently.

Julie



What you described works just fine.
What you described works just fine.
Here is what is happening in one particular plan. For the task being rolled
up, the details are (apologies if this is overkill):

Milestone: No
Type: Fixed work
Baseline work: 18 hrs
Actual work: 3 hrs
Remaining work: 0 hrs
Work: 3 hrs
Duration: 2 days
Start: Wed. 9/3/08
Baseline Finish: Mon 9/22/08
Finish: Fri 10/10/08

Constraint Type: Start No Earlier Than
Constraint Date: Tue 9/2/08
Earned Value Method: % Complete

No predecessors

Six resources - units, no cost:
Resource 1 - 25%
Resource 2 - 13%
Resource 3 - 13%
Resource 4 - 13%
Resource 5 - 13%
Resource 6 - 13%

There are seven summary tasks before this one. The baseline work value for
the top summary task is 81,181.53 hrs.
After selecting the above task, then rolling up the baseline to all summary
tasks - overwrite previous baseline, the baseline work value for the top
summary task and the other six summary tasks changes to 3 hrs.

Do you think the problem is within the task that we are trying to roll up,
or with the other summary task(s)? Please let me know what other details are
needed.

Thanks again for all of your help with this, it's greatly appreciated.


:

Hi Adrienne,I must say the information you've presented below is quite odd.
Hi Adrienne,

I must say the information you've presented below is quite odd. You
show a duration of 2 days with a start of 9/3 and finish of 10/10?
You also have 6 resources assigned with a total of 3 hours of work?

Is the file something you can email to me? If so, zip it and send
to prjng AT maine.rr.com

Off the top of my head, I'm going to guess you have some mild
corruption in the project plan if it is just this one particular
project. On a copy of the file, try methods 1, 3, or 4 at FAQ #43
at http://project.mvps.org/faqs.htm

Julie


We tried rebuilding the file per those methods but it didn't solve the problem.
We tried rebuilding the file per those methods but it didn't solve the
problem. I don't think I can send the file without permission. I can give
you as many details about the task itself and summary tasks as you need,
though.


:

Hi Adrienne,Sorry.
Hi Adrienne,

Sorry. I can't possibly trouble shoot a specific file issue without
actually seeing the file. There are far too many variables involved
and particularly as this is happening with only one file, my guess
is it is a corrupt file.

I am unable to create a scenario in testing where I can duplicate
what you report. As an aside, why do you want to baseline the task
if it already has been baselined? You note 18 hours of baseline
work.

Julie


Actually, it's happening with two different project plans.
Actually, it's happening with two different project plans. Otherwise, I'd
also say it's file corruption. Everything was fine before some people
entered actuals into PWA.

The project admin states that a save-as to Baseline 1 isn't acceptable as
they need to have the original baseline numbers, not a baseline of what the
work column currently is.

I'll see if the project admin would be OK with having you look at the file;
however, there's sticky client confidentiality stuff to deal with. :-(

:

Hi Adrienne,I didn't know until now that you were using Project server.
Hi Adrienne,

I didn't know until now that you were using Project server. I'm not
sure (I don't use server nor pwa extensively) if that is playing
into this issue.

Is your server install also at SP-1 with the IU?

Julie


Baseline work does not roll up correctly
I am also experiencing the same issue. We're also using Project Server 2007 with IU. If I find out what the root cause is I will post it here.

Summary Task Baseline Work -- Follow up?
Was anyone able to find the root cause and/or a solution to this issue? We are on Project Server 2007, SP2 + Aug CU, using Project Pro '07 and PWA. 2 - 3 of our project plans are experiencing the same issue.


Submitted via EggHeadCafe - Software Developer Portal of Choice
SharePoint List Usage and Statistics
http://www.eggheadcafe.com/tutorial...d-9723a79fdb14/sharepoint-list-usage-and.aspx
 
J

JulieS

Steve,

Are you using Project Server? If so, please post a new question
to the project server newsgroup and detail: what service pack and
cu level on both the server and client.

The posts below talk about baseline data not rolling up
correctly. I'm not sure I understand if that is the same issue
you are working with as you mention actuals. Is it actual data
which is incorrect or baseline?


Julie
Project MVP

Visit http://project.mvps.org/ for the FAQs and additional
information about Microsoft Project
 

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