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Graphical Indicators in MS Project
Marc Piescienski
PPL PM Community Meeting - 04/06/2015
1
Use of Custom Fields & Formulas
 Graphical Indicators and Formulas are
an excellent way to help manage large
and complex Project Plans.
 They are used to “flag” tasks for a variety
of purposes, such as:
Tasks that are late.
Tasks that are coming due.
Tasks that are over budget.
2
Use of Custom Fields & Formulas
 In the following example, we are using
Graphical Indicators to quickly help
identify tasks that are:
Late by Over 1 Week
Late by 1-4 Days
Due Within 1 Week
Due Within 2 Weeks
Due Within 3 Weeks
Complete
Not Scheduled
3
 In this example, the Graphical Indicator is
working hand-in-hand with a formula,
which automatically generates the desired
results. Please see the formula below:
IIf(datevalue([Finish])=#1/1/1985#,"Not Scheduled",IIf([%
Complete]=100,"Complete",IIf([Finish]-[Current Date]>29,"Over 4 Weeks
Away",IIf([Finish]-[Current Date]>22,"Due Within 4 Weeks",IIf([Finish]-
[Current Date]>15,"Due Within 3 Weeks",IIf([Finish]-[Current Date]>8,"Due
Within 2 Weeks",IIf([Finish]-[Current Date]>0,"Due Within 1 week",IIf([%
Complete]=100,"Complete",IIf((ProjDateDiff(datevalue([Finish]),Datevalue([
Current Date]),[Project Calendar])/480)>5,"Late by Over 1
Week",IIf((ProjDateDiff(datevalue([Finish]),Datevalue([Current Date]),
[Project Calendar])/480)>0,"Late by 1-4 Days","Not Late"))))))))))
Use of Custom Fields & Formulas (continued)
4
Note: This date should be 1+ day beyond the Start Date listed in Project Plan
Use of Custom Fields & Formulas (continued)
 How to get started:
5
Use of Custom Fields & Formulas (continued)
 Customized Field window:
6
Use of Custom Fields & Formulas (continued)
 Project Plan without Graphical Indicators:
7
Use of Custom Fields & Formulas (continued)
 Project Plan with Graphical Indicators:
8
Use of Custom Fields & Formulas (continued)
 The use of auto-filters is also very
effective:
9
Use of Custom Fields & Formulas (continued)
 Quick & informative views:
10
Q&A?
11

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Graphical Indicators in MS Project

  • 1. Graphical Indicators in MS Project Marc Piescienski PPL PM Community Meeting - 04/06/2015 1
  • 2. Use of Custom Fields & Formulas  Graphical Indicators and Formulas are an excellent way to help manage large and complex Project Plans.  They are used to “flag” tasks for a variety of purposes, such as: Tasks that are late. Tasks that are coming due. Tasks that are over budget. 2
  • 3. Use of Custom Fields & Formulas  In the following example, we are using Graphical Indicators to quickly help identify tasks that are: Late by Over 1 Week Late by 1-4 Days Due Within 1 Week Due Within 2 Weeks Due Within 3 Weeks Complete Not Scheduled 3
  • 4.  In this example, the Graphical Indicator is working hand-in-hand with a formula, which automatically generates the desired results. Please see the formula below: IIf(datevalue([Finish])=#1/1/1985#,"Not Scheduled",IIf([% Complete]=100,"Complete",IIf([Finish]-[Current Date]>29,"Over 4 Weeks Away",IIf([Finish]-[Current Date]>22,"Due Within 4 Weeks",IIf([Finish]- [Current Date]>15,"Due Within 3 Weeks",IIf([Finish]-[Current Date]>8,"Due Within 2 Weeks",IIf([Finish]-[Current Date]>0,"Due Within 1 week",IIf([% Complete]=100,"Complete",IIf((ProjDateDiff(datevalue([Finish]),Datevalue([ Current Date]),[Project Calendar])/480)>5,"Late by Over 1 Week",IIf((ProjDateDiff(datevalue([Finish]),Datevalue([Current Date]), [Project Calendar])/480)>0,"Late by 1-4 Days","Not Late")))))))))) Use of Custom Fields & Formulas (continued) 4 Note: This date should be 1+ day beyond the Start Date listed in Project Plan
  • 5. Use of Custom Fields & Formulas (continued)  How to get started: 5
  • 6. Use of Custom Fields & Formulas (continued)  Customized Field window: 6
  • 7. Use of Custom Fields & Formulas (continued)  Project Plan without Graphical Indicators: 7
  • 8. Use of Custom Fields & Formulas (continued)  Project Plan with Graphical Indicators: 8
  • 9. Use of Custom Fields & Formulas (continued)  The use of auto-filters is also very effective: 9
  • 10. Use of Custom Fields & Formulas (continued)  Quick & informative views: 10

Notes de l'éditeur

  1. Demo Steps Hide & add back the ‘Type’ column