Formulas/custom field
in [Project]
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From: Tyler M on 5 Mar 2010 11:04 I am a newbie that is very advanced in Excel but extremely green with MS Project. I am using MS Project 2007 and obviously tracking project status on different levels, well that is the goal. Currently I am not exactly sure what I am doing. Anyways I created a field and titled it "Physical % Complete" this column will let us know where we are physically at on any given project. This field we manually enter. I know there is the % Complete field but that tends to base the percentage off of your quoted hours and actual hours. Anyways this field I will enter the percentage we are at on all sub-tasks but I can not get a running total for that parent task, it just says 0% and I can not manually change that. What am I doing wrong? Any suggestions will help, thank you. -- Thank you, Tyler M
From: Jim Aksel on 5 Mar 2010 14:24 I have a series of white papers on this exact topic on my blog (link below). Read the papers on "What Percent Complete Should I be, etc. For starters, Physical%Complete requires costed resources be loaded against the tasks, a baseline set, and proper schedule status. -- If this post was helpful, please consider rating it. Jim Aksel, MVP Check out my blog for more information: http://www.msprojectblog.com "Tyler M" wrote: > I am a newbie that is very advanced in Excel but extremely green with MS > Project. I am using MS Project 2007 and obviously tracking project status on > different levels, well that is the goal. Currently I am not exactly sure what > I am doing. Anyways I created a field and titled it "Physical % Complete" > this column will let us know where we are physically at on any given project. > This field we manually enter. I know there is the % Complete field but that > tends to base the percentage off of your quoted hours and actual hours. > Anyways this field I will enter the percentage we are at on all sub-tasks but > I can not get a running total for that parent task, it just says 0% and I can > not manually change that. What am I doing wrong? Any suggestions will help, > thank you. > -- > Thank you, > > Tyler M
From: Tyler M on 8 Mar 2010 10:50 I might not be understanding the uses of MS Project or I may not be explaining my situation well. What I am trying to do is have a custom field that resembles where our project is physically at. For example: If I schedule out a task that is quoted 40 hours and should complete itself during a regular work week of Mon.-Fri., come Friday at 5pm that project should be 100% complete provided it was quoted correctly and the resource on that task understands the task and knows how to handle it. However, let's assume the resource is new and they cannot complete that task as well/fast as a seasoned resource. Let's assume come Friday the task that was assigned is really at 60% complete, However, we still used up the 40 hours and the cost that was given to that project. At this time we are going to take a hit due to that resource, regardless of the situations encountered. I would like a custom field that I can manually enter where that project is actually at, then have each sub task total up to the main task (see building house example from 3/5/10 for more details). The fields that I am currently using in my project are as follows; % Work Complete, Actual Work, Physical % Complete, Baseline Duration, Start and Finish. All that we are wanting to track (again regardless if it is typical practice or not) is obviously the "Quoted Hours", how many hours the project has currently used "Actual Hours", a percentage stating where we should be based from the "Actual Work"/"Quoted Hours"= "% Work Complete" and then where that project is physically at which will differ depending on how well that resource can work, some are faster than others depending on experience and what not. If I can obtain this by adding a "Number" column that would be fine. However, I would like for it to be in a percentage form (not number) example I would like it to show; 20% not .2. Then for each task that has a sub task have all of the sub tasks add up and give an overall status to that task (Parent Task). I am not sure if there is a way to obtain what I am seeking but I am thinking that this program is capable of doing so. Rather it be I need to add more info into my project or I am selecting the incorrect column. Any advice will be very helpful. I am currently reading the "Project Bible" and online post and Jim Aksel's "White Pages" to find the answer but if anyone knows more about this please let me know or point me in the correct direction. Thank you for all of your help in advance. -- Thank you, Tyler M ________________________________________________________________ "Jim Aksel" wrote: > I have a series of white papers on this exact topic on my blog (link below). > Read the papers on "What Percent Complete Should I be, etc. > > For starters, Physical%Complete requires costed resources be loaded against > the tasks, a baseline set, and proper schedule status. > -- > If this post was helpful, please consider rating it. > > Jim Aksel, MVP > > Check out my blog for more information: > http://www.msprojectblog.com > > > > "Tyler M" wrote: > > > I am a newbie that is very advanced in Excel but extremely green with MS > > Project. I am using MS Project 2007 and obviously tracking project status on > > different levels, well that is the goal. Currently I am not exactly sure what > > I am doing. Anyways I created a field and titled it "Physical % Complete" > > this column will let us know where we are physically at on any given project. > > This field we manually enter. I know there is the % Complete field but that > > tends to base the percentage off of your quoted hours and actual hours. > > Anyways this field I will enter the percentage we are at on all sub-tasks but > > I can not get a running total for that parent task, it just says 0% and I can > > not manually change that. What am I doing wrong? Any suggestions will help, > > thank you. > > -- > > Thank you, > > > > Tyler M
From: Jack Dahlgren MVP on 8 Mar 2010 11:26 What you are looking for is very similar to what is called Earned Value. Google earned value and check the project help on the topic. As the others have stated, use of physical percent complete and some cost for each resource are required to make the math work out correctly. -Jack Dahlgren "Tyler M" <TylerM(a)discussions.microsoft.com> wrote in message news:E218EA67-FF54-4E40-98F9-8AA2252AD6DD(a)microsoft.com... > I might not be understanding the uses of MS Project or I may not be > explaining my situation well. What I am trying to do is have a custom > field > that resembles where our project is physically at. For example: If I > schedule > out a task that is quoted 40 hours and should complete itself during a > regular work week of Mon.-Fri., come Friday at 5pm that project should be > 100% complete provided it was quoted correctly and the resource on that > task > understands the task and knows how to handle it. However, let's assume the > resource is new and they cannot complete that task as well/fast as a > seasoned > resource. Let's assume come Friday the task that was assigned is really at > 60% complete, However, we still used up the 40 hours and the cost that was > given to that project. At this time we are going to take a hit due to that > resource, regardless of the situations encountered. I would like a custom > field that I can manually enter where that project is actually at, then > have > each sub task total up to the main task (see building house example from > 3/5/10 for more details). The fields that I am currently using in my > project > are as follows; % Work Complete, Actual Work, Physical % Complete, > Baseline > Duration, Start and Finish. All that we are wanting to track (again > regardless if it is typical practice or not) is obviously the "Quoted > Hours", > how many hours the project has currently used "Actual Hours", a percentage > stating where we should be based from the "Actual Work"/"Quoted Hours"= "% > Work Complete" and then where that project is physically at which will > differ > depending on how well that resource can work, some are faster than others > depending on experience and what not. If I can obtain this by adding a > "Number" column that would be fine. However, I would like for it to be in > a > percentage form (not number) example I would like it to show; 20% not .2. > Then for each task that has a sub task have all of the sub tasks add up > and > give an overall status to that task (Parent Task). > > I am not sure if there is a way to obtain what I am seeking but I am > thinking that this program is capable of doing so. Rather it be I need to > add > more info into my project or I am selecting the incorrect column. Any > advice > will be very helpful. I am currently reading the "Project Bible" and > online > post and Jim Aksel's "White Pages" to find the answer but if anyone knows > more about this please let me know or point me in the correct direction. > Thank you for all of your help in advance. > > -- > Thank you, > > Tyler M > > ________________________________________________________________ > > "Jim Aksel" wrote: > >> I have a series of white papers on this exact topic on my blog (link >> below). >> Read the papers on "What Percent Complete Should I be, etc. >> >> For starters, Physical%Complete requires costed resources be loaded >> against >> the tasks, a baseline set, and proper schedule status. >> -- >> If this post was helpful, please consider rating it. >> >> Jim Aksel, MVP >> >> Check out my blog for more information: >> http://www.msprojectblog.com >> >> >> >> "Tyler M" wrote: >> >> > I am a newbie that is very advanced in Excel but extremely green with >> > MS >> > Project. I am using MS Project 2007 and obviously tracking project >> > status on >> > different levels, well that is the goal. Currently I am not exactly >> > sure what >> > I am doing. Anyways I created a field and titled it "Physical % >> > Complete" >> > this column will let us know where we are physically at on any given >> > project. >> > This field we manually enter. I know there is the % Complete field but >> > that >> > tends to base the percentage off of your quoted hours and actual hours. >> > Anyways this field I will enter the percentage we are at on all >> > sub-tasks but >> > I can not get a running total for that parent task, it just says 0% and >> > I can >> > not manually change that. What am I doing wrong? Any suggestions will >> > help, >> > thank you. >> > -- >> > Thank you, >> > >> > Tyler M
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