Fiscal Month Calendar

[SpaceCamel]

My company uses a Fiscal Month of last Sunday in a month. Does anyone know
of a way to get MSP to show alternative (user defined) calendars on the
timescale?

Thanks,

 

[Mike Glen]

Hi SpaceCamel ,

Welcome to this Microsoft Project newsgroup

No - the only selection you can make is when the fiscal year starts. I
believe this is because Project is a schedulling program and not designed
for fiscal use. The best I can offer is to export the data to Excel and
create a fiscal calender there.

FAQs, companion products and other useful Project information can be seen at
this web address: http://project.mvps.org/faqs.htm

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

Mike Glen
MS Project MVP

wrote:

 

[John]

My company uses a Fiscal Month of last Sunday in a month. Does anyone know
of a way to get MSP to show alternative (user defined) calendars on the
timescale?

Thanks,

SpaceCamel,
As Mike indicated, Project can vary the fiscal year start but it cannot
handle company financial calendars. Through the use of VBA however, that
feature can be accommodated - I've done it a couple times myself.

John
Project MVP

 

[SpaceCamel]

John, Can you tell me how you did it in VBA.

Thanks

 

[John]

John, Can you tell me how you did it in VBA.

Thanks

SpaceCamel,
It isn't a simple macro but it definitely does the trick. Depending on
the structure of your financial month (I think you mentioned you use the
last Friday as end-of-month) either a look up table or an algorithm
(I've done it both ways) is needed to provide a definition for each
month. For example I have an algorithm (proprietary) for the commonly
used 4-4-5 financial month sequence.

Depending on the data desired (i.e. task, resource, assignment), a loop
is set up to break down (re-allocate) the data for each task into
financial month chunks and there are a couple of ways to do that. As the
data is re-allocated I store it in one or more arrays. After all the
data is gathered, I open Excel and dump the data arrays onto a formatted
Worksheet. A couple nice things about having the data in Excel is that
it is easier to distribute electronically (recipients don't need Project
to review the data) and it is easy to interface the data with other
applications.

That's the basic process - simple to describe - a little more
interesting to code up.

John
Project MVP

 

[SpaceCamel]

Oh, I though you had a way to show it in MSP. I already can do in in Excel.

Thanks anyway.

 

[John]

Oh, I though you had a way to show it in MSP. I already can do in in Excel.

Thanks anyway.

SpaceCamel,
Actually portions of the data could be displayed in Project by using
spare fields (i.e. text, number, etc.) to display each time period (i.e.
week, month, etc.). With spare text fields up to 30 time intervals could
be displayed but it would be limited to one type of data (e.g. work
hours, headcount level, etc.) at a time. However, the flexibility and
amount of data that can be displayed at one time is significantly better
if exported to Excel.

John
Project MVP