Red, Yellow, Green Status
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From: Sue on 18 Apr 2010 20:14 I'm using MS Project 2007 Standard. I'm a novice user. Having just pulled together my first project plan, my manager would like to see status based on red, yellow, green. He also says he's had project status where there are buttons on the menu bar indicating red,yellow or green that the person reviewing status can click and easily see what tasks are in jeopardy or late. My plan has a baseline start and finish and an actual start and finish. I've also got a duration for the baseline. Here is what I'm trying to do. Mark tasks that are due to complete (baseline Finish) but have not - red status. Mark tasks that are open but in jeopardy and may not close on schedule (baseline finish date) - red status Tasks that are open/in progress with a potential jeopardy of completing on time - yellow status Tasks that are due to start (baseline start) - could be red or yellow. Tasks that are on target to start or complete on time - green status Tasks that have completed - blue status. How do I create status with colors for these? And is there a way to show the red, yellow, green buttons on the tool bar? Any help is appreciated. Thank You,
From: Trevor Rabey on 18 Apr 2010 21:20 Sue, If your tasks have an actual start and an actual finish, that means that they are actually finished. Do you mean that they all have a scheduled start and a scheduled finish? You can check this in the Tracking Table where you can see the actual start and an actual finish, or "NA" if they don't have one. Except for the eye candy, the functionality that you are looking for is already built in to MSP, in the filters, groups and reports (eg Slipping Tasks filter). You can use a spare field, populating it manually or via a formula (eg IIF() function), and have the output display of the result as coloured balls (Tools, Cutomize Fields). -- Trevor Rabey 0407213955 61 8 92727485 PERFECT PROJECT PLANNING www.perfectproject.com.au "Sue" <Sue(a)discussions.microsoft.com> wrote in message news:FEFED463-C444-46D3-A896-98740467F581(a)microsoft.com... > I'm using MS Project 2007 Standard. I'm a novice user. Having just > pulled > together my first project plan, my manager would like to see status based > on > red, yellow, green. He also says he's had project status where there are > buttons on the menu bar indicating red,yellow or green that the person > reviewing status can click and easily see what tasks are in jeopardy or > late. > > My plan has a baseline start and finish and an actual start and finish. > I've also got a duration for the baseline. > > Here is what I'm trying to do. > Mark tasks that are due to complete (baseline Finish) but have not - red > status. > Mark tasks that are open but in jeopardy and may not close on schedule > (baseline finish date) - red status > Tasks that are open/in progress with a potential jeopardy of completing on > time - yellow status > Tasks that are due to start (baseline start) - could be red or yellow. > Tasks that are on target to start or complete on time - green status > Tasks that have completed - blue status. > > How do I create status with colors for these? And is there a way to show > the > red, yellow, green buttons on the tool bar? > > Any help is appreciated. > Thank You,
From: Jim Aksel on 18 Apr 2010 21:59 Lots going on here. Please read my blog concerning "Red Amber Green - RAG" status. Some things to consider... just because a task will finish later than baseline does not necessarily light up a "red" flag. You need to consider Total Slack in this equaltion as well. Total Slack is how late a task can be without making the critical path longer (that is, delaying the project). Consider setting your lights based on total slack. You can also get a quick measure of how late a task will be using the "Finish Variance" column (field). In your case, if Finish Variance is 0, then Green. You could "band it' by saying if 0<FInish Variance <=5 then Yellow. If >5 then Red. So, you can be a little late, but not too late. You can also flter on "Total Slack" to see which of your Green, Yellow, Red are also on the critial path (Total Slack<=0 to be safe). You can make each task have an indicator "Red, Yellow, Green" by using the finish variance and a formula in a custom number field. In the custom number field (Say Number1), apply a formula [Finish Variance]. You can set a graphical indicator based on the formula. It is pretty intuitive... insert the Number1 field. Right click on it and select Custom Fields. In the dialog box that opens you have buttons to create a formula, and another for setting graphical indicators. Buttons on the toolbar. Sure, but try this first: Create three new filters and name them Red, Yellow, Green. If you want them grouped together, then use Status Red, Status Yellow, Status Green. To create a filter, on the main menu: Project/Filter/More Filters... (New..). Then you can give it a name and show it on the menu. Once you set your filter criteria, and have the filter appear on the menu, all you have to do is find the Filter drop down on the toolbar (it defaults to "All Tasks") and select the color filter you wish. After you get that set, you can explore how to make your own custom toolbar that applies the filters you have created. ********* Jut thought of something else. Suppose you want to manually establish Red/Yellow/Green for each task without a formula based on your judgement. Then, still insert a custom Number field but do not give it a formula. Still assign the Graphical Indicators 1=Red 2=Yellow 3=Green. Now, manually key a number into the Number field and it will change to the color you command. -- If this post was helpful, please consider rating it. Jim Aksel, MVP Check out my blog for more information: http://www.msprojectblog.com "Sue" wrote: > I'm using MS Project 2007 Standard. I'm a novice user. Having just pulled > together my first project plan, my manager would like to see status based on > red, yellow, green. He also says he's had project status where there are > buttons on the menu bar indicating red,yellow or green that the person > reviewing status can click and easily see what tasks are in jeopardy or late. > > My plan has a baseline start and finish and an actual start and finish. > I've also got a duration for the baseline. > > Here is what I'm trying to do. > Mark tasks that are due to complete (baseline Finish) but have not - red > status. > Mark tasks that are open but in jeopardy and may not close on schedule > (baseline finish date) - red status > Tasks that are open/in progress with a potential jeopardy of completing on > time - yellow status > Tasks that are due to start (baseline start) - could be red or yellow. > Tasks that are on target to start or complete on time - green status > Tasks that have completed - blue status. > > How do I create status with colors for these? And is there a way to show the > red, yellow, green buttons on the tool bar? > > Any help is appreciated. > Thank You,
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