Complex (or not) question about filtered exporting

I have a big schedule (> 1000 tasks). I want to simplify the Project Summary
and I have done a Project Dash Board in Excel which follows 4 major
parameters : Budget, Schedule, Quality, Other (multivariate). Each are
attributed a value of 1 to 9 depending on the level of risk so 3 colors are
used grren, yellow and red.

In MSP, I want to assign this "risk level" manually (or automatically based
on some criteria: how do we do that?). So, I thought of adding a text column
where I can put my evaluation of the risk level.

From there, since we cannot do conditionnal formatting as in Excel to change
colors of tasks, I thought I would export only those task that are critical
(i.e. Risk level > 6 or only milestones with their current completion level)
and apply conditionnal formating in Excel to change the colors and treat the
information appropriately for my Dashboard.

Is it possible to do the part in MSP ?

Tia

JackD
Tue Jun 07 12:36:20 CDT 2005

Certainly it is possible.
First insert a column which gets the risk level and fill it in. You can do
this manually or you can have a formula for this part.
See my article on custom fields here:
http://zo-d.com/blog/archives/microsoft_project/programming/index.html
Then you need to define a filter (Project menu / filtered for / more filters
/ new) which filters for tasks with a risk value in that column of more than
6.
Finally go through the export wizard and choose this filter as part of the
export map.

It is possible to program this entire thing so that you export and format
with a single click, but requires some understanding of VBA so you can
program it. I have several examples which illustrate the basics of this.


--
-Jack ... For Microsoft Project information and macro examples visit
http://masamiki.com/project
or http://zo-d.com/blog/index.html
.
"Junkyard Engineer" <jevandenbroucke@hotmail.com> wrote in message
news:%233X6rr3aFHA.2128@TK2MSFTNGP14.phx.gbl...
> I have a big schedule (> 1000 tasks). I want to simplify the Project
Summary
> and I have done a Project Dash Board in Excel which follows 4 major
> parameters : Budget, Schedule, Quality, Other (multivariate). Each are
> attributed a value of 1 to 9 depending on the level of risk so 3 colors
are
> used grren, yellow and red.
>
> In MSP, I want to assign this "risk level" manually (or automatically
based
> on some criteria: how do we do that?). So, I thought of adding a text
column
> where I can put my evaluation of the risk level.
>
> From there, since we cannot do conditionnal formatting as in Excel to
change
> colors of tasks, I thought I would export only those task that are
critical
> (i.e. Risk level > 6 or only milestones with their current completion
level)
> and apply conditionnal formating in Excel to change the colors and treat
the
> information appropriately for my Dashboard.
>
> Is it possible to do the part in MSP ?
>
> Tia
>
>

Junkyard
Tue Jun 07 12:49:33 CDT 2005

Interesting...

I will take a good look at it, seems you've open up a whole new view of MSP
for me.

thanks


"JackD" <momokuri@gmail> a écrit dans le message de
news:%23cY9rd4aFHA.348@TK2MSFTNGP14.phx.gbl...
> Certainly it is possible.
> First insert a column which gets the risk level and fill it in. You can do
> this manually or you can have a formula for this part.
> See my article on custom fields here:
> http://zo-d.com/blog/archives/microsoft_project/programming/index.html
> Then you need to define a filter (Project menu / filtered for / more
filters
> / new) which filters for tasks with a risk value in that column of more
than
> 6.
> Finally go through the export wizard and choose this filter as part of the
> export map.
>
> It is possible to program this entire thing so that you export and format
> with a single click, but requires some understanding of VBA so you can
> program it. I have several examples which illustrate the basics of this.
>
>
> --
> -Jack ... For Microsoft Project information and macro examples visit
> http://masamiki.com/project
> or http://zo-d.com/blog/index.html
> .
> "Junkyard Engineer" <jevandenbroucke@hotmail.com> wrote in message
> news:%233X6rr3aFHA.2128@TK2MSFTNGP14.phx.gbl...
> > I have a big schedule (> 1000 tasks). I want to simplify the Project
> Summary
> > and I have done a Project Dash Board in Excel which follows 4 major
> > parameters : Budget, Schedule, Quality, Other (multivariate). Each are
> > attributed a value of 1 to 9 depending on the level of risk so 3 colors
> are
> > used grren, yellow and red.
> >
> > In MSP, I want to assign this "risk level" manually (or automatically
> based
> > on some criteria: how do we do that?). So, I thought of adding a text
> column
> > where I can put my evaluation of the risk level.
> >
> > From there, since we cannot do conditionnal formatting as in Excel to
> change
> > colors of tasks, I thought I would export only those task that are
> critical
> > (i.e. Risk level > 6 or only milestones with their current completion
> level)
> > and apply conditionnal formating in Excel to change the colors and treat
> the
> > information appropriately for my Dashboard.
> >
> > Is it possible to do the part in MSP ?
> >
> > Tia
> >
> >
>
>

Mike
Tue Jun 07 11:15:50 CDT 2005


Hi Junkyard,

Welcome to this Microsoft Project newsgroup :-)

You might like to see FAQ Item: 37 - Custom Fields in Tables. FAQs,
companion products and other useful Project information can be seen at this
web address: http://www.mvps.org/project/

Hope this helps - please let us know how you get on :-)

Mike Glen
Project MVP


Junkyard Engineer wrote:
> I have a big schedule (> 1000 tasks). I want to simplify the Project
> Summary and I have done a Project Dash Board in Excel which follows 4
> major parameters : Budget, Schedule, Quality, Other (multivariate).
> Each are attributed a value of 1 to 9 depending on the level of risk
> so 3 colors are used grren, yellow and red.
>
> In MSP, I want to assign this "risk level" manually (or automatically
> based on some criteria: how do we do that?). So, I thought of adding
> a text column where I can put my evaluation of the risk level.
>
> From there, since we cannot do conditionnal formatting as in Excel to
> change colors of tasks, I thought I would export only those task that
> are critical (i.e. Risk level > 6 or only milestones with their
> current completion level) and apply conditionnal formating in Excel
> to change the colors and treat the information appropriately for my
> Dashboard.
>
> Is it possible to do the part in MSP ?
>
> Tia

Mike
Tue Jun 07 16:59:52 CDT 2005


Oops! I meant FAQ# 31. Customizing Task Bars - sorry!

You might also like to have a look at my series on Microsoft Project in the
TechTrax ezine, particularly # Microsoft Project: 14 and 15 ? Customizing
Fields, at this site: http://tinyurl.com/2xbhc or this:
http://pubs.logicalexpressions.com/Pub0009/LPMFrame.asp?CMD=ArticleSearch&AUTH=23
(Perhaps you'd care to rate the article before leaving the site, :)
Thanks.)


Mike Glen
MS Project MVP

> Hi Junkyard,
>
> Welcome to this Microsoft Project newsgroup :-)
>
> You might like to see FAQ Item: 37 - Custom Fields in Tables. FAQs,
> companion products and other useful Project information can be seen
> at this web address: http://www.mvps.org/project/
>
> Hope this helps - please let us know how you get on :-)
>
> Mike Glen
> Project MVP
>
>
> Junkyard Engineer wrote:
>> I have a big schedule (> 1000 tasks). I want to simplify the Project
>> Summary and I have done a Project Dash Board in Excel which follows 4
>> major parameters : Budget, Schedule, Quality, Other (multivariate).
>> Each are attributed a value of 1 to 9 depending on the level of risk
>> so 3 colors are used grren, yellow and red.
>>
>> In MSP, I want to assign this "risk level" manually (or automatically
>> based on some criteria: how do we do that?). So, I thought of adding
>> a text column where I can put my evaluation of the risk level.
>>
>> From there, since we cannot do conditionnal formatting as in Excel to
>> change colors of tasks, I thought I would export only those task that
>> are critical (i.e. Risk level > 6 or only milestones with their
>> current completion level) and apply conditionnal formating in Excel
>> to change the colors and treat the information appropriately for my
>> Dashboard.
>>
>> Is it possible to do the part in MSP ?
>>
>> Tia