Project Center - Stoplight indicators

[David]

How can I create stoplight indicator reports to show up in
the Project Center views? I would want to show project
status for projects which have overexceeded the baseline
values? Any help appreciated?

Regards,
David

 

[Dale Howard [MVP]]

David --

To do so, you will need to open the Enterprise Global file and use a custom
enterprise Project field. What variance you want to track (date, cost, or
work hours) will determine what type of field you will use. In your custom
field, you will need to create a formula to calculate your variance, which
could be as simple as referencing the Cost Variance field, for example.
Once you have created your formula, you will then need to select the
Graphical Indicators option for this field and create a set of tests to
display stoplight indicators instead of numbers.

After creating this new custom Project field, you will need create a custom
Project Center view that contains your new field. Finally, you will need to
have every one of your project managers republish every one of their
projects to PWA, as doing so will "push" the values in the new field to the
new view. Hope this helps.

 

[David]

I have used the Enterprise Project Number 2 field & used
the formula:
IIf([Work Variance]=3,"RED",IIf([Work Variance]
=2,"AMBER","GREEN"))
I have selected the stoplight graphical indicators to show
3- Red,2- Green,1-Yellow. After republishing the project,
I am still unable to view the graphical indicator on the
web view.
Are the above steps correct? Could someone guide me the
correct formula?

Regards,
Sajani.

 

[kidder]

Sajani,

Did you ever figure out this problem. I'm running into the exact same thing right now and I have tried just about everything. I'm starting to think its a bug(?)

Rick

I have used the Enterprise Project Number 2 field & used
the formula:
IIf([Work Variance]=3,"RED",IIf([Work Variance]
=2,"AMBER","GREEN"))
I have selected the stoplight graphical indicators to show
3- Red,2- Green,1-Yellow. After republishing the project,
I am still unable to view the graphical indicator on the
web view.
Are the above steps correct? Could someone guide me the
correct formula?

Regards,
Sajani.

-----Original Message-----
David --

To do so, you will need to open the Enterprise Global file and use a custom
enterprise Project field. What variance you want to track (date, cost, or
work hours) will determine what type of field you will use. In your custom
field, you will need to create a formula to calculate your variance, which
could be as simple as referencing the Cost Variance field, for example.
Once you have created your formula, you will then need to select the
Graphical Indicators option for this field and create a set of tests to
display stoplight indicators instead of numbers.

After creating this new custom Project field, you will need create a custom
Project Center view that contains your new field. Finally, you will need to
have every one of your project managers republish every one of their
projects to PWA, as doing so will "push" the values in the new field to the
new view. Hope this helps.







.

 

[Dale Howard [MVP]]

David --

What exactly are you trying to show with your use of stoplight indicators?
For example, do you want to show red, yellow, and green indicators for date
slippage, duration slippage, cost slippage, or work hour slippage? Which
ones do you want to show and what are your criteria for each of these?
Please be very exact about your reporting requirements and we will try to
help you.

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

I have used the Enterprise Project Number 2 field & used
the formula:
IIf([Work Variance]=3,"RED",IIf([Work Variance]
=2,"AMBER","GREEN"))
I have selected the stoplight graphical indicators to show
3- Red,2- Green,1-Yellow. After republishing the project,
I am still unable to view the graphical indicator on the
web view.
Are the above steps correct? Could someone guide me the
correct formula?

Regards,
Sajani.

-----Original Message-----
David --

To do so, you will need to open the Enterprise Global file and use a custom
enterprise Project field. What variance you want to track (date, cost, or
work hours) will determine what type of field you will use. In your custom
field, you will need to create a formula to calculate your variance, which
could be as simple as referencing the Cost Variance field, for example.
Once you have created your formula, you will then need to select the
Graphical Indicators option for this field and create a set of tests to
display stoplight indicators instead of numbers.

After creating this new custom Project field, you will need create a custom
Project Center view that contains your new field. Finally, you will need to
have every one of your project managers republish every one of their
projects to PWA, as doing so will "push" the values in the new field to the
new view. Hope this helps.







.