Consolidated projects

[LeslieF]

Good morning,

I have a Master file, into which I have inserted a number of sub-projects.
In each ofthe sub-projects I have, in the File/Properties box, used the
"subject" field to enter the name of the initiative for that project. Then,
in the Master file I have created the following custom flag(s) - one for each
of the 4 initiatives: IIf([Subject]='Hispanic','Yes','No'). My intent/hope
was that the custom field would read the subject field for the inserted
project and that I could use the flags, then, to customize the Gantt chart to
give a visual representation of the initiative such as purple bar = Hispanic
initiative, etc.

However, my assumption is not bearing out. I assume that the field is, in
fact, reading the subject field for the master file, which is blank.

Is there a way to achieve my goal using a different route? I don't know VBA
and need to deliver this file early next week.

For the most part, the consumers of the projects - at least at this point -
will be high-level managers who are solely interested in the Gantt charts and
generally will not be looking at the supporting table.

Any help would be greatly appreciated! ...L

 

[Rod Gill]

Hi,

Tools, Options and the View Tab

Show the Project Summary Task

Insert Text1 column and enter your initiative in the Text1 column, Row 0
(the Project Summary Task)

The flag formula may well then be able to see the desired info in the Text1
field.

Let us know if that works.

By the way, if your schedules have a manual summary task for the whole
project as task1, you can delete this (after outdenting all sub tasks). When
Consolidating one project into another, the Project Summary task is always
the top level task for the inserted project. A manually created summary task
will always end up as a duplicate of this.

 

[LeslieF]

Hi Rod,

Thanks for your response! Unfortunately, I'm not yet seeing what I want.
Here are the steps I followed. Perhaps there's a "mis-step" in here
somewhere!

In sub-project A (only did it for one, just to see the effect):
1) Tools/Options, checked "Show the Project Summary Task"
2) Inserted Text Column "Initiative", with custom text field with Value
list of 4 initiative names
3) Selected one of these on Row 0 (Project Summary Task)
4) Saved project

Next, went to the Master project file:
1) Inserted flag fields - one for each initiative
Sadly, for the subproject A, there was no change, just a default entry of
"No"

Next, went to the Master project file:
1) Tools/Options, checked "Show the Project Summary Task"
Still no effect.

Also tried to change the flag formula in the Master Project File from
IIf([Subject]='S&S','Yes','No')
to
IIf([Text4]='S&S','Yes','No'), where Text4 is the Initiative custom field in
the subproject.

Still no luck. Not sure if I'm changing the wrong item in the wrong project
(master vs. subproject) file. Or is my assumption that the Master Project
file will be able to know that, in the formula, I'm asking it to look at the
custom field of a different, albeit inserted, project file?

Again, any help would be great! ...L

Hi,

Tools, Options and the View Tab

Show the Project Summary Task

Insert Text1 column and enter your initiative in the Text1 column, Row 0
(the Project Summary Task)

The flag formula may well then be able to see the desired info in the Text1
field.

Let us know if that works.

By the way, if your schedules have a manual summary task for the whole
project as task1, you can delete this (after outdenting all sub tasks). When
Consolidating one project into another, the Project Summary task is always
the top level task for the inserted project. A manually created summary task
will always end up as a duplicate of this.

--

Rod Gill
Project MVP

Good morning,

I have a Master file, into which I have inserted a number of sub-projects.
In each ofthe sub-projects I have, in the File/Properties box, used the
"subject" field to enter the name of the initiative for that project.
Then,
in the Master file I have created the following custom flag(s) - one for
each
of the 4 initiatives: IIf([Subject]='Hispanic','Yes','No'). My
intent/hope
was that the custom field would read the subject field for the inserted
project and that I could use the flags, then, to customize the Gantt chart
to
give a visual representation of the initiative such as purple bar =
Hispanic
initiative, etc.

However, my assumption is not bearing out. I assume that the field is, in
fact, reading the subject field for the master file, which is blank.

Is there a way to achieve my goal using a different route? I don't know
VBA
and need to deliver this file early next week.

For the most part, the consumers of the projects - at least at this
point -
will be high-level managers who are solely interested in the Gantt charts
and
generally will not be looking at the supporting table.

Any help would be greatly appreciated! ...L

 

[Rod Gill]

Hi,

Sorry, doesn't look like Project makes the custom fields visible at that
level. You will need VBA code to read Text1 from the sub-project's summary
task into the project task in the master project.

Try inserting the following code into a module in the Master project then
running it with the Master project active. It should read all required data.

Sub Test()
Dim prj As Subproject
Dim Text1 As String
For Each prj In ActiveProject.Subprojects
Application.FileOpen prj.Path
Text1 = ActiveProject.ProjectSummaryTask.Text1
FileClose pjDoNotSave
ActiveProject.Tasks(prj.InsertedProjectSummary.Name).Text1 = Text1
Next prj
End Sub


--

Rod Gill
Project MVP

Hi Rod,

Thanks for your response! Unfortunately, I'm not yet seeing what I want.
Here are the steps I followed. Perhaps there's a "mis-step" in here
somewhere!

In sub-project A (only did it for one, just to see the effect):
1) Tools/Options, checked "Show the Project Summary Task"
2) Inserted Text Column "Initiative", with custom text field with Value
list of 4 initiative names
3) Selected one of these on Row 0 (Project Summary Task)
4) Saved project

Next, went to the Master project file:
1) Inserted flag fields - one for each initiative
Sadly, for the subproject A, there was no change, just a default entry of
"No"

Next, went to the Master project file:
1) Tools/Options, checked "Show the Project Summary Task"
Still no effect.

Also tried to change the flag formula in the Master Project File from
IIf([Subject]='S&S','Yes','No')
to
IIf([Text4]='S&S','Yes','No'), where Text4 is the Initiative custom field
in
the subproject.

Still no luck. Not sure if I'm changing the wrong item in the wrong
project
(master vs. subproject) file. Or is my assumption that the Master Project
file will be able to know that, in the formula, I'm asking it to look at
the
custom field of a different, albeit inserted, project file?

Again, any help would be great! ...L

Hi,

Tools, Options and the View Tab

Show the Project Summary Task

Insert Text1 column and enter your initiative in the Text1 column, Row 0
(the Project Summary Task)

The flag formula may well then be able to see the desired info in the
Text1
field.

Let us know if that works.

By the way, if your schedules have a manual summary task for the whole
project as task1, you can delete this (after outdenting all sub tasks).
When
Consolidating one project into another, the Project Summary task is
always
the top level task for the inserted project. A manually created summary
task
will always end up as a duplicate of this.

--

Rod Gill
Project MVP

Good morning,

I have a Master file, into which I have inserted a number of
sub-projects.
In each ofthe sub-projects I have, in the File/Properties box, used the
"subject" field to enter the name of the initiative for that project.
Then,
in the Master file I have created the following custom flag(s) - one
for
each
of the 4 initiatives: IIf([Subject]='Hispanic','Yes','No'). My
intent/hope
was that the custom field would read the subject field for the inserted
project and that I could use the flags, then, to customize the Gantt
chart
to
give a visual representation of the initiative such as purple bar =
Hispanic
initiative, etc.

However, my assumption is not bearing out. I assume that the field is,
in
fact, reading the subject field for the master file, which is blank.

Is there a way to achieve my goal using a different route? I don't know
VBA
and need to deliver this file early next week.

For the most part, the consumers of the projects - at least at this
point -
will be high-level managers who are solely interested in the Gantt
charts
and
generally will not be looking at the supporting table.

Any help would be greatly appreciated! ...L

 

[LeslieF]

Rod,

You're an angel! I'll work on it this evening and let you know how it goes!

Thanks again...L

Hi,

Sorry, doesn't look like Project makes the custom fields visible at that
level. You will need VBA code to read Text1 from the sub-project's summary
task into the project task in the master project.

Try inserting the following code into a module in the Master project then
running it with the Master project active. It should read all required data.

Sub Test()
Dim prj As Subproject
Dim Text1 As String
For Each prj In ActiveProject.Subprojects
Application.FileOpen prj.Path
Text1 = ActiveProject.ProjectSummaryTask.Text1
FileClose pjDoNotSave
ActiveProject.Tasks(prj.InsertedProjectSummary.Name).Text1 = Text1
Next prj
End Sub


--

Rod Gill
Project MVP

Hi Rod,

Thanks for your response! Unfortunately, I'm not yet seeing what I want.
Here are the steps I followed. Perhaps there's a "mis-step" in here
somewhere!

In sub-project A (only did it for one, just to see the effect):
1) Tools/Options, checked "Show the Project Summary Task"
2) Inserted Text Column "Initiative", with custom text field with Value
list of 4 initiative names
3) Selected one of these on Row 0 (Project Summary Task)
4) Saved project

Next, went to the Master project file:
1) Inserted flag fields - one for each initiative
Sadly, for the subproject A, there was no change, just a default entry of
"No"

Next, went to the Master project file:
1) Tools/Options, checked "Show the Project Summary Task"
Still no effect.

Also tried to change the flag formula in the Master Project File from
IIf([Subject]='S&S','Yes','No')
to
IIf([Text4]='S&S','Yes','No'), where Text4 is the Initiative custom field
in
the subproject.

Still no luck. Not sure if I'm changing the wrong item in the wrong
project
(master vs. subproject) file. Or is my assumption that the Master Project
file will be able to know that, in the formula, I'm asking it to look at
the
custom field of a different, albeit inserted, project file?

Again, any help would be great! ...L

Hi,

Tools, Options and the View Tab

Show the Project Summary Task

Insert Text1 column and enter your initiative in the Text1 column, Row 0
(the Project Summary Task)

The flag formula may well then be able to see the desired info in the
Text1
field.

Let us know if that works.

By the way, if your schedules have a manual summary task for the whole
project as task1, you can delete this (after outdenting all sub tasks).
When
Consolidating one project into another, the Project Summary task is
always
the top level task for the inserted project. A manually created summary
task
will always end up as a duplicate of this.

--

Rod Gill
Project MVP


Good morning,

I have a Master file, into which I have inserted a number of
sub-projects.
In each ofthe sub-projects I have, in the File/Properties box, used the
"subject" field to enter the name of the initiative for that project.
Then,
in the Master file I have created the following custom flag(s) - one
for
each
of the 4 initiatives: IIf([Subject]='Hispanic','Yes','No'). My
intent/hope
was that the custom field would read the subject field for the inserted
project and that I could use the flags, then, to customize the Gantt
chart
to
give a visual representation of the initiative such as purple bar =
Hispanic
initiative, etc.

However, my assumption is not bearing out. I assume that the field is,
in
fact, reading the subject field for the master file, which is blank.

Is there a way to achieve my goal using a different route? I don't know
VBA
and need to deliver this file early next week.

For the most part, the consumers of the projects - at least at this
point -
will be high-level managers who are solely interested in the Gantt
charts
and
generally will not be looking at the supporting table.

Any help would be greatly appreciated! ...L

 

[LeslieF]

Good morning, Rod...

Well, your code worked like a dream. However, the formulas in the custom
fields are not reading the results. I've updated the formula to:
IIf([Text1]='E-Prod','Yes','No') and am running it in the Master Project. I
also tried it in the subproject, but no luck there, either. If you, or anyone
else, have any insights as to what is going on, I'd really appreciate hearing
it!

Thanks...L

Rod,

You're an angel! I'll work on it this evening and let you know how it goes!

Thanks again...L

Hi,

Sorry, doesn't look like Project makes the custom fields visible at that
level. You will need VBA code to read Text1 from the sub-project's summary
task into the project task in the master project.

Try inserting the following code into a module in the Master project then
running it with the Master project active. It should read all required data.

Sub Test()
Dim prj As Subproject
Dim Text1 As String
For Each prj In ActiveProject.Subprojects
Application.FileOpen prj.Path
Text1 = ActiveProject.ProjectSummaryTask.Text1
FileClose pjDoNotSave
ActiveProject.Tasks(prj.InsertedProjectSummary.Name).Text1 = Text1
Next prj
End Sub


--

Rod Gill
Project MVP

Hi Rod,

Thanks for your response! Unfortunately, I'm not yet seeing what I want.
Here are the steps I followed. Perhaps there's a "mis-step" in here
somewhere!

In sub-project A (only did it for one, just to see the effect):
1) Tools/Options, checked "Show the Project Summary Task"
2) Inserted Text Column "Initiative", with custom text field with Value
list of 4 initiative names
3) Selected one of these on Row 0 (Project Summary Task)
4) Saved project

Next, went to the Master project file:
1) Inserted flag fields - one for each initiative
Sadly, for the subproject A, there was no change, just a default entry of
"No"

Next, went to the Master project file:
1) Tools/Options, checked "Show the Project Summary Task"
Still no effect.

Also tried to change the flag formula in the Master Project File from
IIf([Subject]='S&S','Yes','No')
to
IIf([Text4]='S&S','Yes','No'), where Text4 is the Initiative custom field
in
the subproject.

Still no luck. Not sure if I'm changing the wrong item in the wrong
project
(master vs. subproject) file. Or is my assumption that the Master Project
file will be able to know that, in the formula, I'm asking it to look at
the
custom field of a different, albeit inserted, project file?

Again, any help would be great! ...L



:

Hi,

Tools, Options and the View Tab

Show the Project Summary Task

Insert Text1 column and enter your initiative in the Text1 column, Row 0
(the Project Summary Task)

The flag formula may well then be able to see the desired info in the
Text1
field.

Let us know if that works.

By the way, if your schedules have a manual summary task for the whole
project as task1, you can delete this (after outdenting all sub tasks).
When
Consolidating one project into another, the Project Summary task is
always
the top level task for the inserted project. A manually created summary
task
will always end up as a duplicate of this.

--

Rod Gill
Project MVP


Good morning,

I have a Master file, into which I have inserted a number of
sub-projects.
In each ofthe sub-projects I have, in the File/Properties box, used the
"subject" field to enter the name of the initiative for that project.
Then,
in the Master file I have created the following custom flag(s) - one
for
each
of the 4 initiatives: IIf([Subject]='Hispanic','Yes','No'). My
intent/hope
was that the custom field would read the subject field for the inserted
project and that I could use the flags, then, to customize the Gantt
chart
to
give a visual representation of the initiative such as purple bar =
Hispanic
initiative, etc.

However, my assumption is not bearing out. I assume that the field is,
in
fact, reading the subject field for the master file, which is blank.

Is there a way to achieve my goal using a different route? I don't know
VBA
and need to deliver this file early next week.

For the most part, the consumers of the projects - at least at this
point -
will be high-level managers who are solely interested in the Gantt
charts
and
generally will not be looking at the supporting table.

Any help would be greatly appreciated! ...L