Count of Milestones per Month

[Dave Eade]

Guys,

I have a number of MSPs for different projects [ and before you say it I
know they should use server but they don't].

Anyway, I want to extract from each plan a report or data dump of the number
of Milestones per calendar month based firstly on Baseline Finish Date and
the by Actual Finish Date.

Is there any easy way of doing this for each plan?

Thanks in anticipation.

Dave

 

[Gérard Ducouret]

Hello Dave,

In a Gantt view, you could create a filter : Project / Filtered for... /
More filters:
Field Name : Milestone
Test : equals
Value(s) : Yes
And : grey row (nothing here)
Field Name : Baseline finish
Test : is within
Values : "first day of the month:"?;"Last day of the month"?
Or : Actual finish ... is within ... "first day of the month:"?;"Last day of
the month"?

Gérard Ducouret

 

[Rob Schneider]

Why in earth *must* they use server?

First thing that comes to mind is to create a filter which shows all
tasks that are Milestones. Have to work through the full details of that
filter (I don't quite understand your spec). Once you have the filter,
you can save that filter into the shared global.mpt so that all files
opened with that global.mpt will have that filter available.

Take a look at how to create filters and I think you'll get the gist of it.

--rms

www.rmschneider.com

 

[Dave Eade]

Sorry Gerard, I think my question must have confused.

The result I'm looking for is a report which says:

January 2009 = 5
February 2009 = 6
March 2009 = 12
etc etc

The figures 5,6 & 12 reprsent the numbers of milestones with a baseline
finish in that calendar month, I then want to run a similar report but the
results are based on the "actual" finish date.

Thanks

Hello Dave,

In a Gantt view, you could create a filter : Project / Filtered for... /
More filters:
Field Name : Milestone
Test : equals
Value(s) : Yes
And : grey row (nothing here)
Field Name : Baseline finish
Test : is within
Values : "first day of the month:"?;"Last day of the month"?
Or : Actual finish ... is within ... "first day of the month:"?;"Last day of
the month"?

Gérard Ducouret

Guys,

I have a number of MSPs for different projects [ and before you say it I
know they should use server but they don't].

Anyway, I want to extract from each plan a report or data dump of the
number
of Milestones per calendar month based firstly on Baseline Finish Date and
the by Actual Finish Date.

Is there any easy way of doing this for each plan?

Thanks in anticipation.

Dave

.

 

[Rob Schneider]

You have to (can't think of another way) build filter like Gérard
suggests. Save it in to a macro. Write the macro so that it displays
the results to itself and then you loop down the set and count how many
there are. In the macro print the results to a file or screen. you
could do the macro so that it does both dates in two passes of your
little program.


--rms

www.rmschneider.com

Sorry Gerard, I think my question must have confused.

The result I'm looking for is a report which says:

January 2009 = 5
February 2009 = 6
March 2009 = 12
etc etc

The figures 5,6& 12 reprsent the numbers of milestones with a baseline
finish in that calendar month, I then want to run a similar report but the
results are based on the "actual" finish date.

Thanks

Hello Dave,

In a Gantt view, you could create a filter : Project / Filtered for... /
More filters:
Field Name : Milestone
Test : equals
Value(s) : Yes
And : grey row (nothing here)
Field Name : Baseline finish
Test : is within
Values : "first day of the month:"?;"Last day of the month"?
Or : Actual finish ... is within ... "first day of the month:"?;"Last day of
the month"?

Gérard Ducouret

Guys,

I have a number of MSPs for different projects [ and before you say it I
know they should use server but they don't].

Anyway, I want to extract from each plan a report or data dump of the
number
of Milestones per calendar month based firstly on Baseline Finish Date and
the by Actual Finish Date.

Is there any easy way of doing this for each plan?

Thanks in anticipation.

Dave

.

 

[Andrew Lavinsky]

Here's how I think that I would handle it:

1) Create two custom number fields. Set the formula to something like:
a. IIF([Milestone]=Yes,1,0)
b. IIF([Milestone]=Yes,IIF([Actual Start]<>ProjDateValue("NA"),1,0),0)
- make the summary task rollup to the Sum of the values.

2) Then create two new custom Groups (Project > Group by)
a. By Baseline Start, set an interval of 1 month, with a start date at the
beginning of the month.
b. By Actual Start, set an interval of 1 month, with a start date at the
beginning of the month.

The trick is that you would have to run the Groups consecutively to get the
right data. There's probably a way with custom fields to prepare a summary
report, but I'd have to think about it.

Alternately, you could export the data to Excel and manipulate it there.
That may be the preferred option if I wanted to compare the two values for
each month.

- Andrew Lavinsky
Blog: http://blogs.catapultsystems.com/epm

 

[Elvis]

This seems like it would work. I would try this if I were you Dave

Here's how I think that I would handle it:

1) Create two custom number fields. Set the formula to something like:
a. IIF([Milestone]=Yes,1,0)
b. IIF([Milestone]=Yes,IIF([Actual Start]<>ProjDateValue("NA"),1,0),0)
- make the summary task rollup to the Sum of the values.

2) Then create two new custom Groups (Project > Group by)
a. By Baseline Start, set an interval of 1 month, with a start date at the
beginning of the month.
b. By Actual Start, set an interval of 1 month, with a start date at the
beginning of the month.

The trick is that you would have to run the Groups consecutively to get the
right data. There's probably a way with custom fields to prepare a summary
report, but I'd have to think about it.

Alternately, you could export the data to Excel and manipulate it there.
That may be the preferred option if I wanted to compare the two values for
each month.

- Andrew Lavinsky
Blog: http://blogs.catapultsystems.com/epm

Guys,

I have a number of MSPs for different projects [ and before you say it
I know they should use server but they don't].

Anyway, I want to extract from each plan a report or data dump of the
number of Milestones per calendar month based firstly on Baseline
Finish Date and the by Actual Finish Date.

Is there any easy way of doing this for each plan?

Thanks in anticipation.

Dave

.