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Reply To: Status Formulas

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#417723
Daryl DefflerDaryl Deffler
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Pat;
In the past, I’ve done similar things to your needs using views with filters. I don’t have Project available to me at the moment to give you specific filter solutions, but I’ve found using filter logic much simpler than attempting to create custom field formulas. In addition, views/filters can easily be made “global” which makes them usable across every project.

I’d recommend you create multiple views, one for each scenario at first. Then with individual views/filters working, you can work to combine the views into one consolidated view if necessary.
I’d also recommend building your filters using a step by step approach as well. Getting Project’s filters to work correctly with multiple conditions can be a bit tricky, specifically when you get into combined and/or scenarios. So if possible, keep the filter logic as simple as possible

With that said, this solution will require the use of baseline data.
Using your first example, create the view with required columns. For example, task name, ID, baseline start, planned start, actual start, resource names and so on.
Then create the view filter in a step by step process.
Step 1, Task with no Actual Start date
Step 2, Add filter logic to only include tasks whose Baseline Start is less than Status date
Step 3 add in additional logic specific to that view, if any.
With the basic view filter criteria working, you can then tweak the view to, for example, sort in ascending Baseline Start date so the tasks furthest beyond their planned start date show at the top.

As I mentioned, I don’t have Project readily at hand, so if Status is not available as a filter field, you can configure your filter to prompt you to enter your status date when the view/filter is opened. Examples of how to have your filter prompt you can easily be found on the web.
I hope this helps.