Complex (or not) question about filtered exporting

[Junkyard Engineer]

I have a big schedule (> 1000 tasks). I want to simplify the Project Summary
and I have done a Project Dash Board in Excel which follows 4 major
parameters : Budget, Schedule, Quality, Other (multivariate). Each are
attributed a value of 1 to 9 depending on the level of risk so 3 colors are
used grren, yellow and red.

In MSP, I want to assign this "risk level" manually (or automatically based
on some criteria: how do we do that?). So, I thought of adding a text column
where I can put my evaluation of the risk level.

From there, since we cannot do conditionnal formatting as in Excel to change
colors of tasks, I thought I would export only those task that are critical
(i.e. Risk level > 6 or only milestones with their current completion level)
and apply conditionnal formating in Excel to change the colors and treat the
information appropriately for my Dashboard.

Is it possible to do the part in MSP ?

Tia

 

[Mike Glen]

Hi Junkyard,

Welcome to this Microsoft Project newsgroup

You might like to see FAQ Item: 37 - Custom Fields in Tables. FAQs,
companion products and other useful Project information can be seen at this
web address: http://www.mvps.org/project/

Hope this helps - please let us know how you get on

Mike Glen
Project MVP

 

[JackD]

Certainly it is possible.
First insert a column which gets the risk level and fill it in. You can do
this manually or you can have a formula for this part.
See my article on custom fields here:
http://zo-d.com/blog/archives/microsoft_project/programming/index.html
Then you need to define a filter (Project menu / filtered for / more filters
/ new) which filters for tasks with a risk value in that column of more than
6.
Finally go through the export wizard and choose this filter as part of the
export map.

It is possible to program this entire thing so that you export and format
with a single click, but requires some understanding of VBA so you can
program it. I have several examples which illustrate the basics of this.

 

[Junkyard Engineer]

Interesting...

I will take a good look at it, seems you've open up a whole new view of MSP
for me.

thanks

 

[Mike Glen]

Oops! I meant FAQ# 31. Customizing Task Bars - sorry!

You might also like to have a look at my series on Microsoft Project in the
TechTrax ezine, particularly # Microsoft Project: 14 and 15 – Customizing
Fields, at this site: http://tinyurl.com/2xbhc or this:
http://pubs.logicalexpressions.com/Pub0009/LPMFrame.asp?CMD=ArticleSearch&AUTH=23
(Perhaps you'd care to rate the article before leaving the site,
Thanks.)


Mike Glen
MS Project MVP