building formulas and dashboard in ms project
DESCRIPTION
Automated dashboard using formulas in MS ProjectTRANSCRIPT
Building a Project Dashboard with Formulasin MS Project
Relu RosenbergPMP, Six Sigma Black Belt
Introduction
This presentation will show how to build a Project Dashboard using Excel like formulas and functions in MS Project
The study case will walk through the steps for creating a field called “Task Progress” to calculate the Progress status of a task and use graphical indicators for creating a dashboard view for active tasks (task level) or project summary view (Summary tasks level)
Steps
Define the logic
Build the formula
Add graphical indicators for quick identification of tasks status, issues
Build filter based on calculated values to select tasks of interest (focus tasks)
Make customizations available to all your Project plans
Make customizations available to someone else , publish a template plan
Benefits
Automated calculation and identification of active tasks
Automated identification of tasks requiring attention
One step preparation of high level project status report for management
As always, a good, detailed plan will drive the quality of the resulting report !
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Introduction - 2 The end result will take you from a project plan with no easy way to identify a status (left) to a
toolbox to produce one click status reports, issues , focus tasks list (right side).If this interests you, follow the rest of this presentation !
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Logic #1 - Calculate Task Progress based on Start/End dates
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Logic #1 – Notes
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•Logic #1 is very simple to implement as it is based only on “% Complete” and Start, End dates of the task. It automates calculation and identification of 8 task status values !•If %Complete is >0 it will know task work started and it will mark as “In progress” •Doesn’t require accurate estimate of %Complete.•It is suitable for tasks of short duration, w/o interim milestones
•This calculation cannot establish if a task in progress is late or ahead of the schedule. This is where logic #2 and #3 will help
Logic #2 – Use task “Status” field
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ConditionTask Status
Display
Field
Value
%Complete = 100 Complete 0
Timephased Cumulative %Complete >0 on midnight of day before On Schedule 1
Timephased Cumulative %Complete =0 on midnight before Late 2
Task Start Date > Today Future Task 3
Go To View->More Views ->”Task Usage”To add fieldsFormat -> “Detail Styles” and add “Cumulative Percent Complete” to show paneTo change displayed fieldsFormat->”Details” and Check/Uncheck fieldsNote:In order to use Task Status and be able to display “Cumulative %Complete“ you must assign a resource (real or generic) to each task !
Logic #2 – Notes
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•Logic #2 leverages the “Status” task field from Microsoft Project. This will help to determine not just if a task is in Progress but also if it is on Schedule or Late.•It is the correct way to calculate because the time phased “% Complete” accounts for the actual work performed over elapsed time. •A resource can have days off , days not worked full time, etc and comparing ((Date()-*Start+)/*Duration+) with “% Complete” is misleading.•Requires more accurate estimate of %Complete of a task•It’s suitable for tasks of longer duration where %Complete can be measured
Logic 2 - Task Progress using “Status” field (task field)
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Logic 3 - Using EVM SPI
Resources
Define all resources
Assign rates to each resource (Std. Rate, Ovt. Rate)
Assign resource to each task
Define Earned Value Calculation options (Tools ->Options -> Calculation)
Default task Earned Value method: % Complete
Edits to total task % complete will be spread to the status date (to see SPI>1)
Baseline project
Re-baseline every time you add tasks and resources or change tasks, resources
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Logic 3 – Notes
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• Logic #3 is the most sophisticated and accurate. It will allow to determine if a task in progress is Behind Schedule, On Schedule, Ahead of Schedule.• It uses Earned Value Methodology and specifically it uses Schedule Performance Index.• For older versions of Microsoft Project which don’t have the SPI calculated you can add SPI as a customized field, Number , with following formula:
IIf([BCWS]>0,[BCWP]/[BCWS],0)Since BCWS is 0 For future tasks in MS Project 2000, the formula checks and returns SPI=0 to prevent Error due to division by 0.• It requires accurate measurement of %Complete to provide accurate indicator of progress status (Ahead, On Schedule, Behind)
Logic 3 - Task Progress using EVM SPI
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Creating a custom field
The are several types of fields you can customize, depending on desired data type
Text, Date , Number are the most used
Start, Finish, Cost, Duration, Flag are additional types
Right click on project headings to “Insert Column” , will choose Text type field, Text2 for “Task Progress” field
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Customize field applet
Right click on field header and select Customize field Use Rename to rename the field from Text2 to “Task Progress” for use in formulas Check the boxes for Formula and Graphical Indicators buttons for customization
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Writing Formulas – simple examples
We will use these statements and functions
IIf(expression-to-test, Do-this-if-true,Do-this-if-False)
Date() - returns current system date
Project fields - designated as [field-name]
Examples
Flag all active tasks (Start < Date < Finish)
IIf((Date() > [Start]) And (Date() < [Finish]),"Active Task","")
Flag all overdue tasks – (Finish < Date) and (%Complete <100)
IIf(([Finish] < Date()) And ([% Complete] < 100),"Overdue","")
Flag active and overdue tasks – combine the above
IIf((Date()>[Start]) And (Date()<[Finish]),"Active Task", IIf(([Finish]<Date()) And ([% Complete]<100),"Overdue","")
)
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Writing the Formulas for “Task Progress” logic
Below formulas implement the logic diagrams (decision trees) depicted in slides
It is recommended to check each decision path in the formula using the Logic diagram
Easiest way to test the values is by adjusting the % Complete
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Logic 1 - % Complete and Start/Finish Dates
IIf(*% Complete+=100,"Complete",IIf(*Estimated+=Yes,"TBD",IIf(Date()>*Finish+,”Not Finished",IIf(Date()>*Start+,IIf(*% Complete+=0,“Not Started",IIf((*Finish+-Date())<7,"Ending Next","In progress")),IIf([Start]-Date()<7,"Starting Next","Future")))))
Logic 2 - % Complete, Task Status and Start/Finish DatesIIf([% Complete]=100,"Complete",IIf([Estimated]=Yes,"TBD",IIf(Date()>[Finish],"Not Finished",IIf(Date()>[Start],IIf([% Complete]=0,"Not Started",IIf(([Finish]-Date())<7,"Ending Next",IIf([Status]=1,"On Schedule","Late"))),IIf([Start]-Date()<7,"Starting Next","Future")))))
Logic 3 - Use SPI and Start/Finish DatesIIf([% Complete]=100,"Complete",IIf([Estimated]=Yes,"TBD",IIf(Date()>[Finish],"Not Finished",IIf(Date()>[Start],IIf([% Complete]=0,"Not Started",IIf(([Finish]-Date())<7,"Ending Next",IIf([SPI]<1,"Late",IIf([SPI]>1,"Ahead","On Schedule")))),IIf([Start]-Date()<7,"Starting Next","Future")))))
Formula written in structured format
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IIf([ % Complete]=100,
“Complete"
IIf([Estimated]=Yes,
"TBD",
IIf(Date()>[Finish],
"Not Finished",
IIf(Date()>[Start],
IIf([%Complete]=0,
"Not Started",
IIf(([Finish]-Date())<7,
"Ending Next",
IIf([Status]=1,
“On Schedule”,
“Late”
)
)
),
IIf([Start]-Date()<7,
"Starting Next",
"Future Task"
)
)
)
)
)
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Using Formula Applet
Press Formula button to open the applet
Use Field button to inserts field names in formula and Function button to select functions
To learn more about functions search for “Project functions” in Help
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Add Graphical Indicators
Check Graphical Indicators … Radio button to enable
Press Graphical Indicator… Button to define the values
Select “Nonsummary rows” to display indicator for tasks only
Assign icon for each status value – right click and select from pull-down menu
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Set Calculations Mode
Confirm/Set Calculations mode to Automatic
Tools->Options->Calculation Tab
Check/Set Calculation Mode: Automatic
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Project Plan without Graphical Indicators Very difficult to understand tasks status
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Project Plan with Calculated Status & Graphical Indicators
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Project Plan with Graphical Indicators – 2Optional – Display also Status Values (can also be seen when pointing over the Indicator )
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Project tasks review using filters
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Select tasks of interest
In progress, Ending Next, Starting Next
Select issues
Not started, Late, Not Finished, TBD (Dates not Confirmed)
Create Filter
Got to Project->Filtered For->More Filters
Select New
Check radio button for Task filter
In New Filter Applet
o Define the Name
o Check Show In Menu to see it in Filters list
o Define the rules for tasks selection
New Filter Applet
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Project tasks review – Filter: Focus tasks (less clutter)
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Optional – Data can be seen also when pointer is over the indicator
Project tasks review – Filter: IssuesNot Started, Not Finished, Late, Duration estimated (TBD)
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Project Dashboard – phase level report for management
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Apply Dashboard filter to produce this phase level view ((Outline level <=2) And (Summary=Yes))
Project Dashboard – Phase & Major Activities review
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Add filter with ((Outline level <=3) And (Summary=Yes))
Share customizations
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Make customizations available to all your projects
Any MS Project object customized in a project plan will be saved within the project file only.
In order to make these objects available to the other projects they need to be saved in the global template.
Identify all customizations
o Tools->Organizer and go through each tab (object category).
o Left side “Global.MPT” represents global objects, right side shows the objects exiting only in the specific project file.
o Select object from Fields, Filters, Views, etc, on right side, press Copy and it will be copied to Global Template.
Share customizations - 2
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Share customizations with others
Create a blank project files
Copy all customizations from Global to the Project file
o Tools->Organizer and go through each tab (object category).
o Left side “Global.MPT” represents global objects, right side shows the objects exiting only in the specific project file.
o Select a an object field, filter, etc, on Left side, Global Template, and press Copy to copy to project file
Questions ?Email: [email protected]
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