Calculate % of schedule & effort slippage

R

Ratnadeep

Hi, In my organisation we need to track the schedule & effort slippage on a
percentage basis.e.g if the actual duration is 20% more than planned duration
we make it red. Similarly for green & yellow.. For effort we need to track
the effort variance on a percentage basis. e.g actual effort is 20 % more
than planned effort,then we display red. How can we do that?

Currently i am following the similar steps suggested by Dale in one of the
article. If the finish variance is more 30 days we show the project as REd &
similarly for green & yellow. For effort we are tracking the work variance.
e.g if the work varaince is more than 50 h we show the task or project as
red. But we need to change these methods as these are not giving the desired
results always. I tried the following:
1)For schedule slippage: Finish variance/baseline finish in the formula
tab.then in the graphical indicator i made it Red if it is greater or equal
to .02.& similarly for others.
2)For effort slippage:work variance/work in the formula tab.Then in the
graphical indicator i made it red if the variance is greater or equal to .02
i.e 20%. Similarly for others.
3)I selected individual projects & press F9 to update the changes.
But it is not working. It is rellay messing up things. Also the graphical
indicator field is showing the value in days (20d) & not in percentage. We
are using PS 2003. Can you please help me out ?

Thanks,Ratnadeep,PMP
 
R

Ratnadeep

Can anyone please help me out? I need this guidance urgently.

Thanks,Ratnadeep
 
D

Dale Howard [MVP]

Ratnadeep --

Your formula for schedule slippage will not work. You should use the
following formula in a task NUMBER field:

[Duration Variance] / [Baseline Duration]

Your formula for effort slippage is not correct either. You should use the
following formula in a task NUMBER field:

[Work Variance] / [Baseline Work]

If you also want to track cost slippage, you could use the following formula
in a task NUMBER field:

[Cost Variance] / [Baseline Cost]

When you write your Graphical Indicator criteria, be sure to test for the
largest numbers first. For example, I created a custom enterprise task
Number field, renamed it Percent Duration Variance, and included the first
formula above. Then I would set up my Graphical Indicator criteria as
follows:

Is greater than .20 Red
Is greater than .10 Yellow
Is greater than or equal to 0 Green
Is less than 0 Green
smiley face

Keep in mind that the above criteria are just examples. You need to supply
your own numbers. Also, the the three preceding examples, your project
managers MUST save a Baseline in their projects before the formulas will
work. Lacking Baseline information, the formulas will fail and generate a
#Error message. Hope this helps.
 
R

Ratnadeep

Dale, I tried the same formula & different other things for the last 1 month.
I am very sorry to say that it still doesn't work for me. I am using your
article " Creating stoplight indicators from the Project experts forum &
changing this formula to make things happen but it's still failing. I am so
so sorry to aske the same question to you again & again. But i can't help but
bothering you. Can you please let me know what am i supposed to do to get
this very important stuff to work for me? I am really stuck.

Many many thanks in advance.

Thanks,Ratnadeep

Dale Howard said:
Ratnadeep --

Your formula for schedule slippage will not work. You should use the
following formula in a task NUMBER field:

[Duration Variance] / [Baseline Duration]

Your formula for effort slippage is not correct either. You should use the
following formula in a task NUMBER field:

[Work Variance] / [Baseline Work]

If you also want to track cost slippage, you could use the following formula
in a task NUMBER field:

[Cost Variance] / [Baseline Cost]

When you write your Graphical Indicator criteria, be sure to test for the
largest numbers first. For example, I created a custom enterprise task
Number field, renamed it Percent Duration Variance, and included the first
formula above. Then I would set up my Graphical Indicator criteria as
follows:

Is greater than .20 Red
Is greater than .10 Yellow
Is greater than or equal to 0 Green
Is less than 0 Green
smiley face

Keep in mind that the above criteria are just examples. You need to supply
your own numbers. Also, the the three preceding examples, your project
managers MUST save a Baseline in their projects before the formulas will
work. Lacking Baseline information, the formulas will fail and generate a
#Error message. Hope this helps.




Ratnadeep said:
Hi, In my organisation we need to track the schedule & effort slippage on
a
percentage basis.e.g if the actual duration is 20% more than planned
duration
we make it red. Similarly for green & yellow.. For effort we need to track
the effort variance on a percentage basis. e.g actual effort is 20 % more
than planned effort,then we display red. How can we do that?

Currently i am following the similar steps suggested by Dale in one of the
article. If the finish variance is more 30 days we show the project as REd
&
similarly for green & yellow. For effort we are tracking the work
variance.
e.g if the work varaince is more than 50 h we show the task or project as
red. But we need to change these methods as these are not giving the
desired
results always. I tried the following:
1)For schedule slippage: Finish variance/baseline finish in the formula
tab.then in the graphical indicator i made it Red if it is greater or
equal
to .02.& similarly for others.
2)For effort slippage:work variance/work in the formula tab.Then in the
graphical indicator i made it red if the variance is greater or equal to
.02
i.e 20%. Similarly for others.
3)I selected individual projects & press F9 to update the changes.
But it is not working. It is rellay messing up things. Also the graphical
indicator field is showing the value in days (20d) & not in percentage. We
are using PS 2003. Can you please help me out ?

Thanks,Ratnadeep,PMP
 
R

Ratnadeep

Hi,Can you please have a look ? I am really stuck.

Ratnadeep said:
Dale, I tried the same formula & different other things for the last 1 month.
I am very sorry to say that it still doesn't work for me. I am using your
article " Creating stoplight indicators from the Project experts forum &
changing this formula to make things happen but it's still failing. I am so
so sorry to aske the same question to you again & again. But i can't help but
bothering you. Can you please let me know what am i supposed to do to get
this very important stuff to work for me? I am really stuck.

Many many thanks in advance.

Thanks,Ratnadeep

Dale Howard said:
Ratnadeep --

Your formula for schedule slippage will not work. You should use the
following formula in a task NUMBER field:

[Duration Variance] / [Baseline Duration]

Your formula for effort slippage is not correct either. You should use the
following formula in a task NUMBER field:

[Work Variance] / [Baseline Work]

If you also want to track cost slippage, you could use the following formula
in a task NUMBER field:

[Cost Variance] / [Baseline Cost]

When you write your Graphical Indicator criteria, be sure to test for the
largest numbers first. For example, I created a custom enterprise task
Number field, renamed it Percent Duration Variance, and included the first
formula above. Then I would set up my Graphical Indicator criteria as
follows:

Is greater than .20 Red
Is greater than .10 Yellow
Is greater than or equal to 0 Green
Is less than 0 Green
smiley face

Keep in mind that the above criteria are just examples. You need to supply
your own numbers. Also, the the three preceding examples, your project
managers MUST save a Baseline in their projects before the formulas will
work. Lacking Baseline information, the formulas will fail and generate a
#Error message. Hope this helps.




Ratnadeep said:
Hi, In my organisation we need to track the schedule & effort slippage on
a
percentage basis.e.g if the actual duration is 20% more than planned
duration
we make it red. Similarly for green & yellow.. For effort we need to track
the effort variance on a percentage basis. e.g actual effort is 20 % more
than planned effort,then we display red. How can we do that?

Currently i am following the similar steps suggested by Dale in one of the
article. If the finish variance is more 30 days we show the project as REd
&
similarly for green & yellow. For effort we are tracking the work
variance.
e.g if the work varaince is more than 50 h we show the task or project as
red. But we need to change these methods as these are not giving the
desired
results always. I tried the following:
1)For schedule slippage: Finish variance/baseline finish in the formula
tab.then in the graphical indicator i made it Red if it is greater or
equal
to .02.& similarly for others.
2)For effort slippage:work variance/work in the formula tab.Then in the
graphical indicator i made it red if the variance is greater or equal to
.02
i.e 20%. Similarly for others.
3)I selected individual projects & press F9 to update the changes.
But it is not working. It is rellay messing up things. Also the graphical
indicator field is showing the value in days (20d) & not in percentage. We
are using PS 2003. Can you please help me out ?

Thanks,Ratnadeep,PMP
 
D

Dale Howard [MVP]

Ratnadeep --

Have a look at what? I have given you the formulas. I'm scratching my
head, trying to figure out what you are doing wrong. Sorry I can't be of
more help.




Ratnadeep said:
Hi,Can you please have a look ? I am really stuck.

Ratnadeep said:
Dale, I tried the same formula & different other things for the last 1
month.
I am very sorry to say that it still doesn't work for me. I am using your
article " Creating stoplight indicators from the Project experts forum &
changing this formula to make things happen but it's still failing. I am
so
so sorry to aske the same question to you again & again. But i can't help
but
bothering you. Can you please let me know what am i supposed to do to get
this very important stuff to work for me? I am really stuck.

Many many thanks in advance.

Thanks,Ratnadeep

Dale Howard said:
Ratnadeep --

Your formula for schedule slippage will not work. You should use the
following formula in a task NUMBER field:

[Duration Variance] / [Baseline Duration]

Your formula for effort slippage is not correct either. You should use
the
following formula in a task NUMBER field:

[Work Variance] / [Baseline Work]

If you also want to track cost slippage, you could use the following
formula
in a task NUMBER field:

[Cost Variance] / [Baseline Cost]

When you write your Graphical Indicator criteria, be sure to test for
the
largest numbers first. For example, I created a custom enterprise task
Number field, renamed it Percent Duration Variance, and included the
first
formula above. Then I would set up my Graphical Indicator criteria as
follows:

Is greater than .20 Red
Is greater than .10 Yellow
Is greater than or equal to 0 Green
Is less than 0 Green
smiley face

Keep in mind that the above criteria are just examples. You need to
supply
your own numbers. Also, the the three preceding examples, your project
managers MUST save a Baseline in their projects before the formulas
will
work. Lacking Baseline information, the formulas will fail and
generate a
#Error message. Hope this helps.




Hi, In my organisation we need to track the schedule & effort
slippage on
a
percentage basis.e.g if the actual duration is 20% more than planned
duration
we make it red. Similarly for green & yellow.. For effort we need to
track
the effort variance on a percentage basis. e.g actual effort is 20 %
more
than planned effort,then we display red. How can we do that?

Currently i am following the similar steps suggested by Dale in one
of the
article. If the finish variance is more 30 days we show the project
as REd
&
similarly for green & yellow. For effort we are tracking the work
variance.
e.g if the work varaince is more than 50 h we show the task or
project as
red. But we need to change these methods as these are not giving the
desired
results always. I tried the following:
1)For schedule slippage: Finish variance/baseline finish in the
formula
tab.then in the graphical indicator i made it Red if it is greater or
equal
to .02.& similarly for others.
2)For effort slippage:work variance/work in the formula tab.Then in
the
graphical indicator i made it red if the variance is greater or equal
to
.02
i.e 20%. Similarly for others.
3)I selected individual projects & press F9 to update the changes.
But it is not working. It is rellay messing up things. Also the
graphical
indicator field is showing the value in days (20d) & not in
percentage. We
are using PS 2003. Can you please help me out ?

Thanks,Ratnadeep,PMP
 
R

Ratnadeep

Dale,just wanted to let you know that it is working now. I must had been
doing something silly. Thanks a lot for your help.

Thanks,Ratna

Dale Howard said:
Ratnadeep --

Have a look at what? I have given you the formulas. I'm scratching my
head, trying to figure out what you are doing wrong. Sorry I can't be of
more help.




Ratnadeep said:
Hi,Can you please have a look ? I am really stuck.

Ratnadeep said:
Dale, I tried the same formula & different other things for the last 1
month.
I am very sorry to say that it still doesn't work for me. I am using your
article " Creating stoplight indicators from the Project experts forum &
changing this formula to make things happen but it's still failing. I am
so
so sorry to aske the same question to you again & again. But i can't help
but
bothering you. Can you please let me know what am i supposed to do to get
this very important stuff to work for me? I am really stuck.

Many many thanks in advance.

Thanks,Ratnadeep

:

Ratnadeep --

Your formula for schedule slippage will not work. You should use the
following formula in a task NUMBER field:

[Duration Variance] / [Baseline Duration]

Your formula for effort slippage is not correct either. You should use
the
following formula in a task NUMBER field:

[Work Variance] / [Baseline Work]

If you also want to track cost slippage, you could use the following
formula
in a task NUMBER field:

[Cost Variance] / [Baseline Cost]

When you write your Graphical Indicator criteria, be sure to test for
the
largest numbers first. For example, I created a custom enterprise task
Number field, renamed it Percent Duration Variance, and included the
first
formula above. Then I would set up my Graphical Indicator criteria as
follows:

Is greater than .20 Red
Is greater than .10 Yellow
Is greater than or equal to 0 Green
Is less than 0 Green
smiley face

Keep in mind that the above criteria are just examples. You need to
supply
your own numbers. Also, the the three preceding examples, your project
managers MUST save a Baseline in their projects before the formulas
will
work. Lacking Baseline information, the formulas will fail and
generate a
#Error message. Hope this helps.




Hi, In my organisation we need to track the schedule & effort
slippage on
a
percentage basis.e.g if the actual duration is 20% more than planned
duration
we make it red. Similarly for green & yellow.. For effort we need to
track
the effort variance on a percentage basis. e.g actual effort is 20 %
more
than planned effort,then we display red. How can we do that?

Currently i am following the similar steps suggested by Dale in one
of the
article. If the finish variance is more 30 days we show the project
as REd
&
similarly for green & yellow. For effort we are tracking the work
variance.
e.g if the work varaince is more than 50 h we show the task or
project as
red. But we need to change these methods as these are not giving the
desired
results always. I tried the following:
1)For schedule slippage: Finish variance/baseline finish in the
formula
tab.then in the graphical indicator i made it Red if it is greater or
equal
to .02.& similarly for others.
2)For effort slippage:work variance/work in the formula tab.Then in
the
graphical indicator i made it red if the variance is greater or equal
to
.02
i.e 20%. Similarly for others.
3)I selected individual projects & press F9 to update the changes.
But it is not working. It is rellay messing up things. Also the
graphical
indicator field is showing the value in days (20d) & not in
percentage. We
are using PS 2003. Can you please help me out ?

Thanks,Ratnadeep,PMP
 
D

Dale Howard [MVP]

Ratnadeep --

Excellent, my friend! Thanks for sharing the good results. :)




Ratnadeep said:
Dale,just wanted to let you know that it is working now. I must had been
doing something silly. Thanks a lot for your help.

Thanks,Ratna

Dale Howard said:
Ratnadeep --

Have a look at what? I have given you the formulas. I'm scratching my
head, trying to figure out what you are doing wrong. Sorry I can't be of
more help.




Ratnadeep said:
Hi,Can you please have a look ? I am really stuck.

:

Dale, I tried the same formula & different other things for the last 1
month.
I am very sorry to say that it still doesn't work for me. I am using
your
article " Creating stoplight indicators from the Project experts forum
&
changing this formula to make things happen but it's still failing. I
am
so
so sorry to aske the same question to you again & again. But i can't
help
but
bothering you. Can you please let me know what am i supposed to do to
get
this very important stuff to work for me? I am really stuck.

Many many thanks in advance.

Thanks,Ratnadeep

:

Ratnadeep --

Your formula for schedule slippage will not work. You should use
the
following formula in a task NUMBER field:

[Duration Variance] / [Baseline Duration]

Your formula for effort slippage is not correct either. You should
use
the
following formula in a task NUMBER field:

[Work Variance] / [Baseline Work]

If you also want to track cost slippage, you could use the following
formula
in a task NUMBER field:

[Cost Variance] / [Baseline Cost]

When you write your Graphical Indicator criteria, be sure to test
for
the
largest numbers first. For example, I created a custom enterprise
task
Number field, renamed it Percent Duration Variance, and included the
first
formula above. Then I would set up my Graphical Indicator criteria
as
follows:

Is greater than .20 Red
Is greater than .10 Yellow
Is greater than or equal to 0 Green
Is less than 0
Green
smiley face

Keep in mind that the above criteria are just examples. You need
to
supply
your own numbers. Also, the the three preceding examples, your
project
managers MUST save a Baseline in their projects before the formulas
will
work. Lacking Baseline information, the formulas will fail and
generate a
#Error message. Hope this helps.




Hi, In my organisation we need to track the schedule & effort
slippage on
a
percentage basis.e.g if the actual duration is 20% more than
planned
duration
we make it red. Similarly for green & yellow.. For effort we need
to
track
the effort variance on a percentage basis. e.g actual effort is 20
%
more
than planned effort,then we display red. How can we do that?

Currently i am following the similar steps suggested by Dale in
one
of the
article. If the finish variance is more 30 days we show the
project
as REd
&
similarly for green & yellow. For effort we are tracking the work
variance.
e.g if the work varaince is more than 50 h we show the task or
project as
red. But we need to change these methods as these are not giving
the
desired
results always. I tried the following:
1)For schedule slippage: Finish variance/baseline finish in the
formula
tab.then in the graphical indicator i made it Red if it is greater
or
equal
to .02.& similarly for others.
2)For effort slippage:work variance/work in the formula tab.Then
in
the
graphical indicator i made it red if the variance is greater or
equal
to
.02
i.e 20%. Similarly for others.
3)I selected individual projects & press F9 to update the changes.
But it is not working. It is rellay messing up things. Also the
graphical
indicator field is showing the value in days (20d) & not in
percentage. We
are using PS 2003. Can you please help me out ?

Thanks,Ratnadeep,PMP
 

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