Forum Discussion
IIf formula in microsoft project custom field
Dale_HowardMVP Yes, I copied your formula and also tried typing it in and picking the fields & operators, but it gives me an error message (see screenshot attached).
The difficulty is that it does not indicate where the error is, I tried if a simple IIf formula works, but not even that I can get to work.
So far only the formula [Remaining Work]/[Remaining Duration] has worked on its own (as a number type).
With the IIf formula I want to achieve that the project managers see when a task is complete, so they don't need to pay attention to these tasks when they assess how much work still is to be done in the remaining time for a task. So it does not necessarily need to show "n/a" it could also show something else (like a number or a flag)
1. Launch Microsoft Project and connect to your Project Online system.
2. Open a project that is in flight. You do not need to check out the project.
3. Click Project > Custom Fields.
4. Select the first available task Text field and rename it to the field name of your choice.
5. Click the Formula button for the new Text field.
6. Copy the formula from my previous post in this forum, and then paste it into the Formula dialog.
7. Click the OK button. You SHOULD NOT get an error at this point.
8. In the Custom Fields dialog, click the Add Field to Enterprise button.
9. In the Add Field to Enterprise dialog, DO NOT change the name of the field. Leave the name as it currently appears and then click the OK button. You should see a confirmation that the field was added successfully to Project Web App.
10. Click the OK button to close the confirmation dialog and then click the OK button to close the Custom Fields dialog.
11. Launch your preferred web browser and then navigate to your organization's Project Web App.
12. In the upper right corner of the page, click the Settings button (it looks like a gear wheel) and then select the PWA Settings item.
13. On the PWA Settings page, click the Enterprise Custom Fields and Lookup Tables link.
14. On the resulting page, click the name of the new Text field you just imported.
15. Remove the text that is inside of the parentheses characters, along with the parentheses characters, such as (Text1) for example.
16. Click the Save button.
Completing the above process should resolve your problems. Let us know if this works.
- NikkyE2404May 03, 2021Copper Contributor
Thank you Dale_HowardMVP ! It worked perfectly! Thank you very much for your step by step instructions!
Do you also know how I can adjust the formula so the summary tasks and parent tasks have an "n/a" as well? (on the picture these are the bold tasks "Phase 1" and "Planungsphase 1")
- May 03, 2021NickkyE2404 --
Sure do. Open the project in question, then display the Custom Fields dialog. Select the custom Text field in which you created the formula. In the Calculation for Task and Group Summary Rows section of the dialog, select the Use Formula option. Click the OK button. Hope this helps.- Brent30Jun 27, 2024Copper ContributorHello Dale! Thank you for your willingness to help me out with a problem I have been dealing with. I am working a schedule with multiple, individual schedules - each with its own deadline. For a summary management view, I want to be able to display the amount of positive or negative slack rolled up to each summary on the individual schedules. Since the embedded Total Slack field is a feature provided by Microsoft Project and calculates specifically to minimum slack, this presents a conflict for me. If I "mark on track" any activities that are scheduled to be completed, the total slack for these tasks automatically show "0 days". The problem with that is:
Remaining tasks under the same summary are also late and accurately display negative float (less than 0 days) but because the embedded total slack field uses the completed tasks to calculate remaining float, the summary is then changed and presents a false picture at the summary level. I have built a custom "duration" field to recognize total slack so that I could change the roll up from maximum to Minimum (or vice versa), but this also presents a conflict since the roll up calculates one or the other. Therefore, my summary level view is not reliable. I need a custom field that can summarize the float on ONLY tasks that are less than 100% complete and ignore those tasks which have been marked 100%.