Prev: Repetitive Assignment Update email Notification to all resources i
Next: formulas in standard columns
From: Andrew Lavinsky on 10 Mar 2010 10:55
Here's how I think that I would handle it:

1) Create two custom number fields. Set the formula to something like:
a. IIF([Milestone]=Yes,1,0)
b. IIF([Milestone]=Yes,IIF([Actual Start]<>ProjDateValue("NA"),1,0),0)
- make the summary task rollup to the Sum of the values.

2) Then create two new custom Groups (Project > Group by)
a. By Baseline Start, set an interval of 1 month, with a start date at the
beginning of the month.
b. By Actual Start, set an interval of 1 month, with a start date at the
beginning of the month.

The trick is that you would have to run the Groups consecutively to get the
right data. There's probably a way with custom fields to prepare a summary
report, but I'd have to think about it.

Alternately, you could export the data to Excel and manipulate it there.
That may be the preferred option if I wanted to compare the two values for
each month.

- Andrew Lavinsky
Blog: http://blogs.catapultsystems.com/epm

> Guys,
>
> I have a number of MSPs for different projects [ and before you say it
> I know they should use server but they don't].
>
> Anyway, I want to extract from each plan a report or data dump of the
> number of Milestones per calendar month based firstly on Baseline
> Finish Date and the by Actual Finish Date.
>
> Is there any easy way of doing this for each plan?
>
> Thanks in anticipation.
>
> Dave
>


From: Elvis on 11 Mar 2010 13:21
This seems like it would work. I would try this if I were you Dave



"Andrew Lavinsky" wrote:

> Here's how I think that I would handle it:
>
> 1) Create two custom number fields. Set the formula to something like:
> a. IIF([Milestone]=Yes,1,0)
> b. IIF([Milestone]=Yes,IIF([Actual Start]<>ProjDateValue("NA"),1,0),0)
> - make the summary task rollup to the Sum of the values.
>
> 2) Then create two new custom Groups (Project > Group by)
> a. By Baseline Start, set an interval of 1 month, with a start date at the
> beginning of the month.
> b. By Actual Start, set an interval of 1 month, with a start date at the
> beginning of the month.
>
> The trick is that you would have to run the Groups consecutively to get the
> right data. There's probably a way with custom fields to prepare a summary
> report, but I'd have to think about it.
>
> Alternately, you could export the data to Excel and manipulate it there.
> That may be the preferred option if I wanted to compare the two values for
> each month.
>
> - Andrew Lavinsky
> Blog: http://blogs.catapultsystems.com/epm
>
> > Guys,
> >
> > I have a number of MSPs for different projects [ and before you say it
> > I know they should use server but they don't].
> >
> > Anyway, I want to extract from each plan a report or data dump of the
> > number of Milestones per calendar month based firstly on Baseline
> > Finish Date and the by Actual Finish Date.
> >
> > Is there any easy way of doing this for each plan?
> >
> > Thanks in anticipation.
> >
> > Dave
> >
>
>
> .
>
First  |  Prev  | 
Pages: 1 2
Prev: Repetitive Assignment Update email Notification to all resources i
Next: formulas in standard columns