Отвечено Microsoft Project 2010 RAG Status Indicators

  • יום רביעי 09 מאי 2012 07:39
     
     

    Hey Guys,

    I have looked and looked and looked for how to write Microsoft Project RAG Status indicator formulas, but there is such conflicting posts, especially as this is a complex formula.

    I want graphical indicators to represent the status of a task:

    1. Not Due to Start = White
    2. In progress and on track = Green
    3. Completed = Blue / Black
    4. At risk of being late (Less than 7 days to go and less than 50% completed) = Amber
    5. Late = Red
    6. Not Baselined = ‘?’
    7. Critical milestone / task indicator = tick of flag (may be in a difference formula

    I have written so many formulas and they all get syntax errors or they do not represent what I want. Got any tips?

כל התגובות

  • יום רביעי 09 מאי 2012 08:53
     
     

    Hello Jack,

    Try this:

    IIf([Critical]="Yes","7",IIf([Baseline Finish]=4294967295,6,IIf([Baseline Finish]<[Finish],5,IIf([% Complete]=100,3,IIf([Start]<Now(),IIf([% Complete]>0,2,IIf([Finish]-Now()>7,IIf([% Complete]<50,4,1),1)))))))

    Should you the number output as you set out in your list, which you can then convert to a graphic.

    Thanks,

    Andrew

  • יום חמישי 10 מאי 2012 08:48
     
     

    HI Andrew,

    I have tried that and unfortunately it is not working as well as I would like. It seems that the order is not working. 

    I have made my criteria a little easier. 

    • Not Due to Start = White
    • In progress and on track = Green
    • Completed = Blue 
    • At risk of being late (Less than 7 days to go and less than 50% completed) = Amber
    • Late = Red

    My current formula is: 

    Switch([% Complete]=100,'BLUE',[Finish]>[Baseline Finish]+1,'RED',[Finish]<=[Baseline Finish]-1,'GREEN',[Finish Variance]<=0,"White",[Finish]<=[Baseline Finish]+1,'AMBER')


    However it is only showing completed tasks (blue) and not due to start tasks (white) when there is clearly late (red) and At risk (amber) tasks on there. 

    Any ideas?

  • יום חמישי 10 מאי 2012 09:01
    מנחה דיון
     
     

    Hi,

    I just want to clarify on Red and Amber scenario so that you can give a thought to it.

    At risk of being late (Less than 7 days to go and less than 50% completed) = Amber - What if a task is just of 7 days or alike? Anything late means it has not reached to planned % Complete, reasons could be numerous. So, just wanted to understand the reason for "Amber" calculation.

    Because a task of 17 days : say currently on 11th day shows 50% complete so it should be AMBER as per you, but looking logically its a Delayed task (should be at 65%) so nothing less then Red should go.


    Sapna S

  • יום חמישי 10 מאי 2012 09:07
     
     
    Hi Sapna, 

    There would have to be an exception in place. This might work better as a percentage. 

    So if a task has <20% of it's time left and has been <50% completed then it would be amber. 

    If you need further clarification let me know. 

  • יום חמישי 10 מאי 2012 09:54
     
     

    Hi Jack,

    Had a quick bash at this, but to do it with a single field is going to be pretty convoluted with a beast of embedded if statements in there.

    To make it easier to build (and maintain going forward), what I'd do is use flag fields for your indicators:

     - Flag 1 - White
     - Flag 2 - Green
     - Flag 3 - Blue
     - Flag 4 - Amber
     - Flag 5 - Red

    You'd give each flag field a formula to determine whether or not the conditions for that flag are true. The complexity that Sapna has identified could be factored into the formula for flag5

    You'd then have a switch statement like you've got which assesses the flags in their order of precedence to determine what graphic should be used, which would need something like:

    Switch(
        [flag3]=true, "Blue",
        [flag5]=true, "Red",
        [flag4]=true, "Amber",
        [flag1]=true, "White",
        [flag2]=true,  "Green",
        1=1,"Error"
    )

    I've got 1=1 at the end as a catch all if none of the other conditions are true - but if you structure the flag formulas correctly this should hopefully not fire.

    Hope this is helpful,

    Andrew

    • נערך על-ידי Andrew Simpson יום חמישי 10 מאי 2012 09:58 submitted before finished
    •  
  • יום חמישי 10 מאי 2012 10:54
    מנחה דיון
     
     תשובה

    Adding to Andrew's comment that merging Red and Amber would lead to complex nested statements. We can work on it provide a fix criteria to differentiate between Red and Amber.

    As of now making it short switch statement to track your -

    • Not Due to Start = White
    • In progress and on track = Green
    • Completed = Blue 
    • Late = Red

    Switch([Status]=3,"White",[Status]=0,"Blue",[Status]=1,"Green",[Status]=2,"Red")


    Sapna S

  • יום שלישי 12 יוני 2012 19:02
     
     הצעה לתשובה

    Please see my recent blog entry for a pair of macros that create the sort of indicators you need:

    http://blogs.captechconsulting.com/blog/tim-fite/i-love-my-status-symbols

  • יום חמישי 14 יוני 2012 06:22
    מנחה דיון
     
     

    Hi Jack,

    I'm closing the thread, re-open it if the suggested options doesn't help you.


    Sapna S