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MS Project 2010 summary task formula and roll-up tricks

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.

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Dr. Thomas Henkelmann

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Shannon Mollenhauer

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I like the simplicity of your design in answer to part 1. The other parts I can understand that generally, these situations are not good practice, so I was kind of fishing for a process/solution I might have overlooked. Reality is, we're trying to do something with MSP that is better suited for another tool or a slightly different design. We had to make it up on the fly, and the kludges just kept coming.