Forum Discussion
Tony_Cheah
Jul 26, 2021Copper Contributor
Custom Task Field Value Not Show In Report
I created a custom "Plan %" field, and I would like to show the overall "Plan %" for my subcontractor "Elite Comfort" in my report. The "Plan %" is able to roll up to summary task in Gantt Chart View, but when I go to Report>Project Overview, the overall "Plan %" is not showing anything for "Elite Comfort". Any idea what is the issue here?
Below is the link to the project file:
https://drive.google.com/file/d/1z3HLTvMHLcbJfsmJQqiAnd0XyR5VT-r6/view?usp=sharing
Best regards,
Tony
- John-projectSilver Contributor
Did you customize the report format to include the field you are using for your "planned %"? What field are you using?
I tried opening the attachment and nothing appears although I do see the file name says it is a "master". Are you working with a dynamic master file (I.e. file with inserted subprojects)?
For reference, I have a dynamic master file and included the Text2 field to the Gantt Chart view. I then opened the Project Overview Report and edited it to include the Text2 field. This is what I get:
John
- Tony_CheahCopper Contributor
Hi John-project ,
Below is the Gantt Chart View of the file which include customize "Plan %":
The "Plan %" formula I use is as per below:
And under report, I would like to show the summary value of "Plan %" for "Elite Comfort", which currently is not showing any value.
I think you will need to download the file in order to view it because currently google chrome dont have an extension that can open ms project file.
Hope you able to help me on this.
Thanks & Regards,
Tony
- Tony --
Pardon me for bumping into this thread. I was able to download and open your Microsoft Project file, to view your custom fields, and to view the Project Overview report. I can confirm that I DO SEE the values for the Plan % custom fields. I have noted that there are summary tasks at the first four outline levels in your project. What I recommend you do is to edit the field list for the Late Tasks table (you need to rename this table, by the way) to include the Name column (actually the Task Name column) in the table, and move the Name column to the left edge of the table. I would also recommend that you change the Outline Level value to Level 4. This will allow you to see the Plan % values for each summary task. Hope this helps.