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kartnid's avatar
kartnid
Copper Contributor
Jun 10, 2022

Need help with Microsoft Project Custom formula for auto populating a custome text field

Folks/Guru's, need some help on getting a custom formula driven auto text based on conditions. The logic I am trying to solve here is

 

1. Align Tasks based on a given month to align a custom field populate based on condition and reflect it..

 

Example: Want to lay out a release calendar for key tasks deemed as milestones (zero duration or milestone flag set to "YES" align to R1, R2, R3, R4 in a given calendar year.

Condition is

If Finish Date >= Jan 1st YYYY and < April 1st YYYY then the custom field should show "R1"

If Finish Date >= April 1st YYYY and < June 1st YYYY then the custom field should show "R2"

If Finish Date >= July 1st YYYY and < October 1st YYYY then the custom field should show "R3"

If Finish Date >= October 1st YYYY and <Jan 1st YYYY then the custom field should show "R4"

 

I need this help at the earliest and please help me out. thanks!

8 Replies

  • John-project's avatar
    John-project
    Silver Contributor

    kartnid

    Try this formula in a custom task Text field.

    Text1=Switch(month([Finish])>=1 And month([Finish])<4 And day([Finish])>=1 And day([Finish])<31,"R1",month([Finish])>=4 And month([Finish])<7 And day([Finish])>=1 And day([Finish])<32,"R2",month([Finish])>=7 And month([Finish])<10 And day([Finish])>1 And day([Finish])<31,"R3",month([Finish])>=10,"R4")

     

    I didn't check it out 100% but here is the result on a quick sample file

    John

    • kartnid's avatar
      kartnid
      Copper Contributor
      John tyvm. Will check it out and see if it working for me. Tyvm.
      • John-project's avatar
        John-project
        Silver Contributor

        kartnid 

        Okay, let me know. And if it answers your question, please consider marking my response as the answer.

        John

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