reporting analysis
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Reporting or analysis

resolvedResolved · Low Priority · Version 2010

Frederick has attended:
Project Introduction course

Reporting or analysis

Is there any way to warn or show a list of tasks that is in danger of not meeting the deadline? e.g. given assigned and available resources, project A can be finished a day before the deadline, but we would like to know such tasks in advance of 5 or7 days for example.

RE: reporting or analysis

Frederick
Thank you for your question. One option you may want to experiment with is to compare current finish dates with Deadline dates you have previously set.

You can add the Deadline column to any table by right clicking (perhaps on the Finish Date column), choosing insert column and selecting Deadline. You can then compare dates to see if the Finish is approaching its deadline.

With a lot of tasks this gets tricky so you might want to get MS Project to work this out for you. We didn't talk about this on our training day so here are some steps you might want to try:

First go to the Format ribbon and choose Custom Fields then switch to the Number field type.

Select Number1 field and set its formula to something along the lines of:

IIf([Deadline]>2^30,0,ProjDateDiff([Finish],[Deadline])/480)
NB unlike Excel you don't need to add the equal symbol to the start of your formula. Project does this for you and will complain if you add one too.

This formula does several things:

IIF is an IF function. It tests to see if the Deadline for a task is greater than 2 to the power of 30. I can only speculate as to why MS Project requires you to use this number to see if your Deadline field is empty but it does.

If Deadline is empty then the formula returns 0, avoiding an irritating #error message in your table.

If there is a date in your Deadline field ProjDateDiff works out the difference in working minutes between the Deadline and the Finish. Yes I did say minutes. This means we then need the last step which is to convert the working minutes into working days.

We do this by dividing the result by 480. (There are 480 working minutes in an 8 hour day – another fact for one of those MS Project cocktail parties!)

In your table you can now apply a filter to your Number1 column to only show tasks where the variance is greater than 0 and less than (say) 5 which would show tasks finishing one working week or less away from your preferred end date, where it has been set.

Project doesn't generate and alert but perhaps this would make a useful report to be printed regularly through the life of the project.

I hope this is helpful as a starting point – sorry it’s a bit convoluted. Let me know how you get on and if you have any further questions. I should emphasise this is one way of tackling the question, I dare say there are others!

Kind regards,
Andrew

RE: reporting or analysis

Completely and thoroughly understood. Very clear. thanks, Andrew. Just want to add one thing on to this. Can we set conditional formatting as in excel whereby in the above case if Number1 field is less than 5, colour the task cell red e.g.?

Br,
Fred

RE: reporting or analysis

Hi Fred

Although MS Project 2010 doesn't support conditional formatting in the same way as Excel we can set up a highlight filter (and save it) to change the formatting of those tasks that meet the criteria you set.

To do this go to the View tab and click on the Filter menu (probably showing "No Filter") and choose New filter.

Name your filter and in the Row area, below the Field Name column choose your Number1 field, set the criteria to "does not equal" and set the value to 0 (zero). Click Save rather than apply.

Click back on the "No Filter" drop down and choose, from the bottom of the menu, "More filters"

In the list of filters find the filter you created and click the Highlight button.

Matching records are highlighted. Non-matching items are displayed as normal.

Not quite conditional formatting but it will respond to changes so you should see tasks appearing with a highlight as your project progresses over time and they meet your criteria.

You can change the formatting of the highlight by going to Format then Text Styles. From the dialogue that opens select the All drop down and choose Highlighted Tasks.

From here you can reformat the way items will appear when they meet filter criteria.

If you save the current view with the filter applied you can switch between Gantt chart view and your view with the filter ready applied. To do this got to the Task ribbon and click on the Gantt Chart button (left side of the Ribbon).

At the bottom of the menu you can choose to save the current view. MS Project will prompt you for a name.

To clear the filter at any time press F3

Let me know if this helps or if you have any questions. I'd be interested to know if this meets your requirements.

Kind regards,

Andrew

RE: reporting or analysis

Thank you, Andrew. It works for our purpose.
Best,
Fred

RE: reporting or analysis

Hi Fred

I'm glad to hear that - thank you for a particularly interesting question. If we helped in any way would you be able to review our services?

It means a lot to us when people review us online. It's one of the ways people get to hear about who we are and what we do. It takes 3 or 4 minutes and can be done here:

http://www.approvedbusiness.co.uk/res/software-training-london-ltd/submitreview.aspx

Please only review us if you have time and feel it would be appropriate of course.

Thanks again for taking part in the training and for asking a question. Hope to see you again on a future course or on the Forum.

Kind regards,
Andrew

RE: reporting or analysis

Hi Fred

Thank you very much for your review and comments. They are very much appreciated.

Please do let us know if we can be of any further help.
In the meantime have a great weekend!

Kind regards,
Andrew


 

MS Project tip:

Email a Task

When you need to communicate important information to your project staff use Microsoft Project 2003 to send them a note using outlook or an e-mail system.

1.In a task sheet, select the task or tasks which you want to send a project note.

2.On the File menu, point to Send To, and then select Mail Recipient (as Schedule Note).

3.Under Address message to, select the recipients of your note.

View all MS Project hints and tips


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