Loading...
Quick Links

Flags in Summary Tasks

Home Forums Discussion Flags in Summary Tasks

  • This topic has 6 replies, 2 voices, and was last updated 4 years ago by Thomas.
Viewing 7 posts - 1 through 7 (of 7 total)
  • Author
    Posts
  • #405178 Reply
    Emma Gibney
    Guest

    Hello,
    I have set up my project with deadlines that show flags next to the task when the finish date extends past the end date. Is there a way that if there is a flag in the lower level tasks then a flag, or any type of indicator, will appear in the summary task. Can a custom field do this?
    Thanks for the help,
    Emma

    #405204 Reply
    Timothy JonesTim Jones
    Guest

    This might come close to what you’re looking for:

    Use a custom Number field and enter the following formula: IIf(([Finish]>[Deadline]),1,0)

    Select “Rollup, Maximum” for summary row calculation.

    Create a red flag graphical indicator for when the custom Number field equals “1” for summary rows.

    I can provide more on how to do it if you can’t get it working.

    #405483 Reply

    Hi Tim, This particular post is of great interest. Initially I was unfamiliar with the “deadline” concept. I was thinking that the “deadline” date would be the same as the “finish” date. Is this true? If not, do I need to have the “deadline” field filled in with a date = to the finish date in order for the formula to work? Any help would certainly be appreciated.
    Cheers,
    TLD

    #405653 Reply
    Timothy JonesTim Jones
    Guest

    Thomas,
    Yes, a Deadline is different than the Finish date. Under Task Information/Advanced, you can set a Deadline for a task. If the planned Finish exceeds that Deadline, a red indicator will show in the Indicators field.

    The formula above is simply a custom field to show a red flag (or indicator of your choosing) for the Summary Task above the detailed Task that has missed it’s Deadline. This could be useful for seeing where Deadlines are being missed even when the schedule is displayed at a “rolled up” level.

    Hope that helps – there are other advantages to using Deadlines, and I seem to remember an MPUG article from some time ago that discussed the advantages of using Deadlines over Constraints.

    #405654 Reply
    Thomas
    Guest

    Hi Tim,
    Appreciate the update, I’ll look into this further and advise.
    Cheers,

    #405679 Reply
    Timothy JonesTim Jones
    Guest

    Here’s a good one from the MPUG archives on deadlines and constraints:
    http://www.mpug.com/articles/project-pearls-why-you-should-use-deadline-date-feature-instead/

    #405680 Reply
    Thomas
    Guest

    Many thanks, appreciate your help.
    Cheers,
    Thomas

Viewing 7 posts - 1 through 7 (of 7 total)
Reply To: Flags in Summary Tasks
Your information: