Formula Not working at the customize enterprise project Field Leve

N

Napone

I could use some suggestions. Brain dead right now.

I'm using Microsoft Project Server 2003 with Project Professional 2003. I
have a schedule indicator on the task level that is working fine but cannot
get it to work at the Project level or Summary view from PWA. Here's the
formual for the field task level.


Switch(Len(CStr([Enterprise Date1]))<3,"No
baseline",ProjDateDiff([Enterprise Date1],[Finish])/480>=2,"Late by more than
1 day",ProjDateDiff([Enterprise Date1],[Finish])/480>-7,"Review in 7
days",True,"On schedule")

It is a customize field with graphical indicator. The above formula works
well viewing from Field - Task level. I used the same formula at the Field -
Project level and get an #ERROR in PWA. Any suggestions? I appreciate your
help in advance.
 
D

Dale Howard [MVP]

Napone --

Open a project and press the F9 key to recalculate the project. Does that
make the error go away? Let us know.
 
N

Napone

Hi Dale,

Hit the F9 key and it doesn't work. Is there a difference in formula
calculation method from tasks to projects view? I just want a summary rollup
of the indicators from tasks to projects view in PWA. Each task has it own
results through the indicator from red, yellow or green. I want a summary
rollup view in PWA that indicates a red or yellow if only one red or yellow
in the tasks is shown. This will indicate to mgmt that they need to drill
down further on the project. If it is green in PWA then that means all tasks
are green.

-Napone



Dale Howard said:
Napone --

Open a project and press the F9 key to recalculate the project. Does that
make the error go away? Let us know.




Napone said:
I could use some suggestions. Brain dead right now.

I'm using Microsoft Project Server 2003 with Project Professional 2003. I
have a schedule indicator on the task level that is working fine but
cannot
get it to work at the Project level or Summary view from PWA. Here's the
formual for the field task level.


Switch(Len(CStr([Enterprise Date1]))<3,"No
baseline",ProjDateDiff([Enterprise Date1],[Finish])/480>=2,"Late by more
than
1 day",ProjDateDiff([Enterprise Date1],[Finish])/480>-7,"Review in 7
days",True,"On schedule")

It is a customize field with graphical indicator. The above formula works
well viewing from Field - Task level. I used the same formula at the
Field -
Project level and get an #ERROR in PWA. Any suggestions? I appreciate
your
help in advance.
 
D

Dale Howard [MVP]

Napone --

The formula works fine for me. I suspect your problem may be in your setup
of the Enterprise Date1 field. When you created this custom field, did you
remember to select a Rollup method in the Calculation for task and group
summary rows section of the Customize Enterprise Fields dialog? I specifed
the Maximum rollup method for the custom Enterprise Date1 field on my
system, which I think is probaby what you want in your environment. Please
check that setting and let me know what you find. Otherwise, please know
that the formula as written seems to work fine for me. Hope this helps.

--
Dale A. Howard [MVP]
Enterprise Project Trainer/Consultant
Denver, Colorado
http://www.msprojectexperts.com
"We wrote the books on Project Server"


Napone said:
Hi Dale,

Hit the F9 key and it doesn't work. Is there a difference in formula
calculation method from tasks to projects view? I just want a summary rollup
of the indicators from tasks to projects view in PWA. Each task has it own
results through the indicator from red, yellow or green. I want a summary
rollup view in PWA that indicates a red or yellow if only one red or yellow
in the tasks is shown. This will indicate to mgmt that they need to drill
down further on the project. If it is green in PWA then that means all tasks
are green.

-Napone



Dale Howard said:
Napone --

Open a project and press the F9 key to recalculate the project. Does that
make the error go away? Let us know.




Napone said:
I could use some suggestions. Brain dead right now.

I'm using Microsoft Project Server 2003 with Project Professional 2003. I
have a schedule indicator on the task level that is working fine but
cannot
get it to work at the Project level or Summary view from PWA. Here's the
formual for the field task level.


Switch(Len(CStr([Enterprise Date1]))<3,"No
baseline",ProjDateDiff([Enterprise Date1],[Finish])/480>=2,"Late by more
than
1 day",ProjDateDiff([Enterprise Date1],[Finish])/480>-7,"Review in 7
days",True,"On schedule")

It is a customize field with graphical indicator. The above formula works
well viewing from Field - Task level. I used the same formula at the
Field -
Project level and get an #ERROR in PWA. Any suggestions? I appreciate
your
help in advance.
 
N

Napone

Dale,

The indicators are task and project field, type=text under Customize
Enterprise Fields. The rollup function is not available on the text type
field with customize enterprise project date field. I recalled somewhere on
the manual that you can not do a rollup on customize enterprise project date
field.

So I rearrange my formula to use the Baseline1 Finish and Baseline2 Finish.
The new formula works fine when I save the baselines at least once.

New formula:

Switch(Len(CStr([Baseline1 Finish]))<3,"No baseline",ProjDateDiff([Baseline1
Finish],[Finish])/480>=2,"Late by more than 1 day",ProjDateDiff([Baseline1
Finish],[Finish])/480>-7,"Review in 7 days",True,"On schedule")

Thank you for the response and helped me to think outside the box about
rollup.

Second question if you don't mind. How do I change the Baseline name from
Baseline 1 to xxxx. Navigate to Tools, Tracking, Save Baseline.... The drop
down Save Baseline has Baseline 1, Baseline 2, .... I want to rename that
from Baseline 1 to Original Commit Date. This will be used as a Enterprise
Global Setting so all users can see it. I know I can change the project
column name for Baseline....

Thanks.

Dale Howard said:
Napone --

The formula works fine for me. I suspect your problem may be in your setup
of the Enterprise Date1 field. When you created this custom field, did you
remember to select a Rollup method in the Calculation for task and group
summary rows section of the Customize Enterprise Fields dialog? I specifed
the Maximum rollup method for the custom Enterprise Date1 field on my
system, which I think is probaby what you want in your environment. Please
check that setting and let me know what you find. Otherwise, please know
that the formula as written seems to work fine for me. Hope this helps.

--
Dale A. Howard [MVP]
Enterprise Project Trainer/Consultant
Denver, Colorado
http://www.msprojectexperts.com
"We wrote the books on Project Server"


Napone said:
Hi Dale,

Hit the F9 key and it doesn't work. Is there a difference in formula
calculation method from tasks to projects view? I just want a summary rollup
of the indicators from tasks to projects view in PWA. Each task has it own
results through the indicator from red, yellow or green. I want a summary
rollup view in PWA that indicates a red or yellow if only one red or yellow
in the tasks is shown. This will indicate to mgmt that they need to drill
down further on the project. If it is green in PWA then that means all tasks
are green.

-Napone



Dale Howard said:
Napone --

Open a project and press the F9 key to recalculate the project. Does that
make the error go away? Let us know.




I could use some suggestions. Brain dead right now.

I'm using Microsoft Project Server 2003 with Project Professional 2003. I
have a schedule indicator on the task level that is working fine but
cannot
get it to work at the Project level or Summary view from PWA. Here's the
formual for the field task level.


Switch(Len(CStr([Enterprise Date1]))<3,"No
baseline",ProjDateDiff([Enterprise Date1],[Finish])/480>=2,"Late by more
than
1 day",ProjDateDiff([Enterprise Date1],[Finish])/480>-7,"Review in 7
days",True,"On schedule")

It is a customize field with graphical indicator. The above formula works
well viewing from Field - Task level. I used the same formula at the
Field -
Project level and get an #ERROR in PWA. Any suggestions? I appreciate
your
help in advance.
 
D

Dale Howard [MVP]

Napone --

You cannot rename the baselines, nor can you rename any default fields.
Sorry. Glad my previous answer helped you indirectly.




Napone said:
Dale,

The indicators are task and project field, type=text under Customize
Enterprise Fields. The rollup function is not available on the text type
field with customize enterprise project date field. I recalled somewhere
on
the manual that you can not do a rollup on customize enterprise project
date
field.

So I rearrange my formula to use the Baseline1 Finish and Baseline2
Finish.
The new formula works fine when I save the baselines at least once.

New formula:

Switch(Len(CStr([Baseline1 Finish]))<3,"No
baseline",ProjDateDiff([Baseline1
Finish],[Finish])/480>=2,"Late by more than 1 day",ProjDateDiff([Baseline1
Finish],[Finish])/480>-7,"Review in 7 days",True,"On schedule")

Thank you for the response and helped me to think outside the box about
rollup.

Second question if you don't mind. How do I change the Baseline name from
Baseline 1 to xxxx. Navigate to Tools, Tracking, Save Baseline.... The
drop
down Save Baseline has Baseline 1, Baseline 2, .... I want to rename
that
from Baseline 1 to Original Commit Date. This will be used as a
Enterprise
Global Setting so all users can see it. I know I can change the project
column name for Baseline....

Thanks.

Dale Howard said:
Napone --

The formula works fine for me. I suspect your problem may be in your
setup
of the Enterprise Date1 field. When you created this custom field, did
you
remember to select a Rollup method in the Calculation for task and group
summary rows section of the Customize Enterprise Fields dialog? I
specifed
the Maximum rollup method for the custom Enterprise Date1 field on my
system, which I think is probaby what you want in your environment.
Please
check that setting and let me know what you find. Otherwise, please know
that the formula as written seems to work fine for me. Hope this helps.

--
Dale A. Howard [MVP]
Enterprise Project Trainer/Consultant
Denver, Colorado
http://www.msprojectexperts.com
"We wrote the books on Project Server"


Napone said:
Hi Dale,

Hit the F9 key and it doesn't work. Is there a difference in formula
calculation method from tasks to projects view? I just want a summary rollup
of the indicators from tasks to projects view in PWA. Each task has it own
results through the indicator from red, yellow or green. I want a
summary
rollup view in PWA that indicates a red or yellow if only one red or yellow
in the tasks is shown. This will indicate to mgmt that they need to
drill
down further on the project. If it is green in PWA then that means all tasks
are green.

-Napone



:

Napone --

Open a project and press the F9 key to recalculate the project. Does that
make the error go away? Let us know.




I could use some suggestions. Brain dead right now.

I'm using Microsoft Project Server 2003 with Project Professional 2003. I
have a schedule indicator on the task level that is working fine
but
cannot
get it to work at the Project level or Summary view from PWA.
Here's the
formual for the field task level.


Switch(Len(CStr([Enterprise Date1]))<3,"No
baseline",ProjDateDiff([Enterprise Date1],[Finish])/480>=2,"Late by more
than
1 day",ProjDateDiff([Enterprise Date1],[Finish])/480>-7,"Review in
7
days",True,"On schedule")

It is a customize field with graphical indicator. The above
formula works
well viewing from Field - Task level. I used the same formula at
the
Field -
Project level and get an #ERROR in PWA. Any suggestions? I appreciate
your
help in advance.
 
L

Linda Villarreal Zeh

Yes, correct that you cannot rename Baseline1, however what you can d
is to create another custom field that includes a formula that onl
'displays' the Baseline1 field. You can then rename the newly creat
field to be whatever you like
 

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