Solved

MS Project 2010 summary task formula and roll-up tricks

Posted on 2014-04-15
2
4,647 Views
Last Modified: 2014-04-17
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.
0
Comment
Question by:Shannon Mollenhauer
2 Comments
 
LVL 12

Accepted Solution

by:
thausla earned 500 total points
ID: 40003458
Hi,

this sounds tricky, but let's see.

1) you can define a custom NUMBER field and set the calculation for summary rows to "Minimum". Then enter 1 for "hold", 2 for "in progress",..., 5 for "Pass". Add another custom TEXT field that checks for the number field with a formula: Switch([number field]=1,"hold",[number field]=2,"in progress",...,[number field]=5,"Pass"). Set the summary calculation to "use formula". Now, if you enter the numbers 1-5 at sub task Level, the summary task will always show the lowest number from all tests below. Only if ALL sub tasks have been set to "5" the summary task will also show "5" and "Pass" in the text field with the formula.

2) this only works via macro. But what is the purpose of this? You can always e.g. filter on the value of a field at summary level and tell the filter to also show the subtasks

3)depends on the field. For your example with actual start this is calculated automatically anyway! Be sure to set the "task mode" to automatic to see this working

Regards

Thomas
0
 

Author Closing Comment

by:Shannon Mollenhauer
ID: 40007510
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.
0

Featured Post

Is Your Active Directory as Secure as You Think?

More than 75% of all records are compromised because of the loss or theft of a privileged credential. Experts have been exploring Active Directory infrastructure to identify key threats and establish best practices for keeping data safe. Attend this month’s webinar to learn more.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

Suggested Solutions

Title # Comments Views Activity
Office 2012 Compatibility 3 52
Excel Formatting test 26 61
Suggestions for Calendar app or system for a PC (not cloud-based) 8 78
Office 365 vs. In-House 4 80
PaperPort has a feature called the "Send To Bar". It provides a convenient, drag-and-drop interface for using other installed software, such as Microsoft Office. However, this article shows that the latest Office 2016 apps (installed with an Office …
Since upgrading to Office 2013 or higher installing the Smart Indenter addin will fail. This article will explain how to install it so it will work regardless of the Office version installed.
This video shows where to find templates, what they are used for, and how to create and save a custom template using Microsoft Word.
The viewer will learn how to create two correlated normally distributed random variables in Excel, use a normal distribution to simulate the return on different levels of investment in each of the two funds over a period of ten years, and, create a …

911 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question

Need Help in Real-Time?

Connect with top rated Experts

18 Experts available now in Live!

Get 1:1 Help Now