Custom fields in Master project

[LeslieF]

Hello,

I've created a dozen or so projects, with custom fields, which I'd like to
roll up into a Master project. I've successfully done this, but find that on
the "summary task" level (which is really the sub-project name), I cannot
select from the value list for the custom field I've set for Priority (ie.,
High, Med, Low).

Can anyone help me with this?

Another approach I'd started down, unsuccessfully, was to build a custom
field on the master plan, create a formula:

IIf([Priority]='< 651','High') Or IIf([Priority]='between 450 and
650','Medium') Or IIf([Priority]='> 450','Low')

However, this doesn't work. I'm afraid I don't know VBA and am a novice to
this formula notion, so I've probably done it wrong.

Any help would be greatly appreciated! ...L

 

[JulieS]

Hi LeslieF,

When you insert a custom field into a master project, the custom field will
show the values from the subprojects tasks (assuming they are the same field)
but the formula you create will not be available for the Inserted Project
line. The Inserted Project line is generated by Project when you created the
master. (If you choose Customize Fields you won't see the formula you
created in the subprojects.)

As far as the formula, try this formula:

IIf([Priority]<450,"Low",IIf([Priority]<650,"Med","High"))

Hope this helps. Let us know how you get along.

Julie

 

[JackD]

There are a lot of problems with your formula.

iif has the following syntax:

iif(<criteria to test>, <value if true>, <value if false>)

additionally, you can nest iif statements. This is an example where you go
to an additional iif statement if the first criteria evaluates to false.

iif(<criteria to test>, <value if true>, iif(<criteria to test>, <value if
true>, <value if false>))

You should also note that in a formula strings should be identified with a "
not '. It also seems that some of your signs are wrong.
x >450 means that x is greater than 450, yet you are using it to test if a
priority is low. It should be <450

You might consider using a switch function here instead.

I think that you are trying to set the value High Med and Low based on the
priority. So I'd use this formula.

IIf([Priority]<450,"Low",IIf([Priority]<650,"Medium","High"))

Checks to see if priority is less than 450 and if so it returns the value
"Low", if not then it checks again to see if it is less than 650. We do not
need to check again if it is greater than or equal to 450 because we already
determined it is greater than or equal than 450 in the first part of the
statement. If it is less than 650 it returns the value "Medium". If it is
greater than 650 we don't need to make anymore tests so we simply return
"High"

 

[LeslieF]

Thanks, Jack! I appreciate the tutorial on syntax. I don't suppose you could
point me in the direction of a good resource book on this/VBA? ...L

There are a lot of problems with your formula.

iif has the following syntax:

iif(<criteria to test>, <value if true>, <value if false>)

additionally, you can nest iif statements. This is an example where you go
to an additional iif statement if the first criteria evaluates to false.

iif(<criteria to test>, <value if true>, iif(<criteria to test>, <value if
true>, <value if false>))

You should also note that in a formula strings should be identified with a "
not '. It also seems that some of your signs are wrong.
x >450 means that x is greater than 450, yet you are using it to test if a
priority is low. It should be <450

You might consider using a switch function here instead.

I think that you are trying to set the value High Med and Low based on the
priority. So I'd use this formula.

IIf([Priority]<450,"Low",IIf([Priority]<650,"Medium","High"))

Checks to see if priority is less than 450 and if so it returns the value
"Low", if not then it checks again to see if it is less than 650. We do not
need to check again if it is greater than or equal to 450 because we already
determined it is greater than or equal than 450 in the first part of the
statement. If it is less than 650 it returns the value "Medium". If it is
greater than 650 we don't need to make anymore tests so we simply return
"High"

--
-Jack ... For project information and macro examples visit
http://masamiki.com/project

..

Hello,

I've created a dozen or so projects, with custom fields, which I'd like to
roll up into a Master project. I've successfully done this, but find that on
the "summary task" level (which is really the sub-project name), I cannot
select from the value list for the custom field I've set for Priority (ie.,
High, Med, Low).

Can anyone help me with this?

Another approach I'd started down, unsuccessfully, was to build a custom
field on the master plan, create a formula:

IIf([Priority]='< 651','High') Or IIf([Priority]='between 450 and
650','Medium') Or IIf([Priority]='> 450','Low')

However, this doesn't work. I'm afraid I don't know VBA and am a novice to
this formula notion, so I've probably done it wrong.

Any help would be greatly appreciated! ...L

 

[LeslieF]

Thanks, Julie! ...L

Hi LeslieF,

When you insert a custom field into a master project, the custom field will
show the values from the subprojects tasks (assuming they are the same field)
but the formula you create will not be available for the Inserted Project
line. The Inserted Project line is generated by Project when you created the
master. (If you choose Customize Fields you won't see the formula you
created in the subprojects.)

As far as the formula, try this formula:

IIf([Priority]<450,"Low",IIf([Priority]<650,"Med","High"))

Hope this helps. Let us know how you get along.

Julie

Hello,

I've created a dozen or so projects, with custom fields, which I'd like to
roll up into a Master project. I've successfully done this, but find that on
the "summary task" level (which is really the sub-project name), I cannot
select from the value list for the custom field I've set for Priority (ie.,
High, Med, Low).

Can anyone help me with this?

Another approach I'd started down, unsuccessfully, was to build a custom
field on the master plan, create a formula:

IIf([Priority]='< 651','High') Or IIf([Priority]='between 450 and
650','Medium') Or IIf([Priority]='> 450','Low')

However, this doesn't work. I'm afraid I don't know VBA and am a novice to
this formula notion, so I've probably done it wrong.

Any help would be greatly appreciated! ...L

 

[JulieS]

You're welcome Leslie. Thanks for the feedback.

Julie

 

[JackD]

You could take a look at my site for some ideas.
http://masamiki.com/project

Also the VBA training download at the bottom of this page is a good start.
http://mvps.org/project/links.htm

Note that the custom field formula functions and syntax are not an exact
match for VBA. In some cases they are the same, but this is not true for
all.
--
-Jack ... For project information and macro examples visit
http://masamiki.com/project

..

Thanks, Jack! I appreciate the tutorial on syntax. I don't suppose you could
point me in the direction of a good resource book on this/VBA? ...L

There are a lot of problems with your formula.

iif has the following syntax:

iif(<criteria to test>, <value if true>, <value if false>)

additionally, you can nest iif statements. This is an example where you go
to an additional iif statement if the first criteria evaluates to false.

iif(<criteria to test>, <value if true>, iif(<criteria to test>, <value if
true>, <value if false>))

You should also note that in a formula strings should be identified with a "
not '. It also seems that some of your signs are wrong.
x >450 means that x is greater than 450, yet you are using it to test if a
priority is low. It should be <450

You might consider using a switch function here instead.

I think that you are trying to set the value High Med and Low based on the
priority. So I'd use this formula.

IIf([Priority]<450,"Low",IIf([Priority]<650,"Medium","High"))

Checks to see if priority is less than 450 and if so it returns the value
"Low", if not then it checks again to see if it is less than 650. We do not
need to check again if it is greater than or equal to 450 because we already
determined it is greater than or equal than 450 in the first part of the
statement. If it is less than 650 it returns the value "Medium". If it is
greater than 650 we don't need to make anymore tests so we simply return
"High"

--
-Jack ... For project information and macro examples visit
http://masamiki.com/project

..

Hello,

I've created a dozen or so projects, with custom fields, which I'd like to
roll up into a Master project. I've successfully done this, but find

that
on

the "summary task" level (which is really the sub-project name), I cannot
select from the value list for the custom field I've set for Priority (ie.,
High, Med, Low).

Can anyone help me with this?

Another approach I'd started down, unsuccessfully, was to build a custom
field on the master plan, create a formula:

IIf([Priority]='< 651','High') Or IIf([Priority]='between 450 and
650','Medium') Or IIf([Priority]='> 450','Low')

However, this doesn't work. I'm afraid I don't know VBA and am a novice to
this formula notion, so I've probably done it wrong.

Any help would be greatly appreciated! ...L

 

[LeslieF]

Thanks to you and to JulieS for the pointers. I have gathered that VBA and
the formula functions and syntax aren't necessarily the same. I just figure
if I understand VBA better, I'll be more successful with the functions and
syntax!

....L

You could take a look at my site for some ideas.
http://masamiki.com/project

Also the VBA training download at the bottom of this page is a good start.
http://mvps.org/project/links.htm

Note that the custom field formula functions and syntax are not an exact
match for VBA. In some cases they are the same, but this is not true for
all.
--
-Jack ... For project information and macro examples visit
http://masamiki.com/project

..

Thanks, Jack! I appreciate the tutorial on syntax. I don't suppose you could
point me in the direction of a good resource book on this/VBA? ...L

There are a lot of problems with your formula.

iif has the following syntax:

iif(<criteria to test>, <value if true>, <value if false>)

additionally, you can nest iif statements. This is an example where you go
to an additional iif statement if the first criteria evaluates to false.

iif(<criteria to test>, <value if true>, iif(<criteria to test>, <value if
true>, <value if false>))

You should also note that in a formula strings should be identified with a "
not '. It also seems that some of your signs are wrong.
x >450 means that x is greater than 450, yet you are using it to test if a
priority is low. It should be <450

You might consider using a switch function here instead.

I think that you are trying to set the value High Med and Low based on the
priority. So I'd use this formula.

IIf([Priority]<450,"Low",IIf([Priority]<650,"Medium","High"))

Checks to see if priority is less than 450 and if so it returns the value
"Low", if not then it checks again to see if it is less than 650. We do not
need to check again if it is greater than or equal to 450 because we already
determined it is greater than or equal than 450 in the first part of the
statement. If it is less than 650 it returns the value "Medium". If it is
greater than 650 we don't need to make anymore tests so we simply return
"High"

--
-Jack ... For project information and macro examples visit
http://masamiki.com/project

..
Hello,

I've created a dozen or so projects, with custom fields, which I'd like to
roll up into a Master project. I've successfully done this, but find that
on
the "summary task" level (which is really the sub-project name), I cannot
select from the value list for the custom field I've set for Priority
(ie.,
High, Med, Low).

Can anyone help me with this?

Another approach I'd started down, unsuccessfully, was to build a custom
field on the master plan, create a formula:

IIf([Priority]='< 651','High') Or IIf([Priority]='between 450 and
650','Medium') Or IIf([Priority]='> 450','Low')

However, this doesn't work. I'm afraid I don't know VBA and am a novice to
this formula notion, so I've probably done it wrong.

Any help would be greatly appreciated! ...L