MS Project 2010 summary task formula and roll-up tricks
Posted on 2014-04-15
We're using MSP 2010 to track some work that is not exactly a traditional project plan. We use a lot of custom text fields, a few custom numbers, and flag here and there. There are a couple of things I'd like to do when updating my plan and I think part of it might be possible with custom field features that I'm just not familiar enough with and some may require VBA macros.
1. A set of tasks under a summary constitute steps in a test set. I have a custom text field which has various status codes including hold, in progress, pass, retest, cancel. What I would like to see is the summary task custom field be set to "Pass" when all of the subtasks are "Pass". Is there a formulaic way to do this or do I need a macro that I run to check subtasks and set this value semi-automatically?
2. As I add or modify a summary task, I would like to accomplish a "fill down" of the values in the subtasks for a custom field when I populate or change the summary task custom field. Again - formula, macro, wishful thinking?
3. Finally, can I set a flag field for a summary when all subtasks are flagged the same? Kind of like when the actual finish date for all subtasks is entered, then the actual finish for the summary fills in.