Aug 26 2023 03:52 PM
Aug 26 2023 03:52 PM
I have a column which is set to a binary state, Active/Inactive as Text 2 (named Status, which is different than the Project Status field). I also have Tasks with two indented subtasks (Project -> Subproject -> Task). Rather than me manually setting everything to Active/Inactive, can I use some logic to make updates? i.e., If a Task is set to Active, the SubProject and Project should also be active. Alternately, if all the tasks are inactive, the SubProject should also go inactive.
Can I also "lock" a task by Indention level (i.e. not directly set the Project Active/Inactive level, but rather only through its subtasks Active/Inactive settings)
I see there is a VBA component, which means my (rusty) Excel VBA should apply. I suspect I could use some guidance on the syntax, however...
Aug 27 2023 06:54 AM
Aug 27 2023 11:14 AM
@John-project, Thanks for the kind reminder that I need to think in terms of Microsoft Project, and less the way we approach projects within Microsoft Project, particularly when asking for aid. Allow me to try again :)
I am using Project Professional, via Microsoft Project Online Desktop Client, running on a local computer.
I have a variety of Tasks within a single MPP file, with Indented (sub)Tasks:
Indent 1: the overall contract (861 shown below)
Indent 2: a subaspect of the contract that is largely independent of other Indent 1 subaspects
Indent 3: A particular request of the client
Indent 4: tasks that support the request
I have created a column (Text 2) as a pulldown having the options of Active/Inactive so that I can quickly see if this is something we need to work on, or is paused/delivered. If I change the value of Text 2 for a particulate Task to "Active" I would like to ensure that Text 2 for all the preceding Indentions follow suit. This would give me an easy way to create a filtered view of projects that require our attention this week.
So, if I update Task (Indent 4) to Active (in Text 2)...
The intent of this would be ensuring that we are paying attention to the Task, (while also ensuring we are providing the context of the Request, the SubAspect, and the Contract)
If, however, I update Task (Indent 4) to Inactive in Text 2...
I thought about using % complete on the tasks, but felt there would be administrative confusions when reporting since a lot of times things change around on the fly, and I didn't want to deal with the relative percentages of the overall projects and explaining up above why/how those numbers kept changing. Really was just interested in a binary statement
I have tried SubProject/Master MPPs before, and they quickly become difficult for my team to utilize properly, so I am trying a single MPP file approach this time.
Hopefully this didn't make it more confusing. Thanks!
Aug 27 2023 11:45 AM
Aug 27 2023 03:15 PM - edited Aug 27 2023 03:18 PMSolution
How about a simpler approach. You mentioned you want a quick-look filtered view. How about a simple custom filter. Here's a sample plan with [performance]task status (Text2) selected via the dropdown.
Now here's a filter for active tasks with the option to show related summary levels
Applying the filter gives this
Does that do what you need?
Buuuuuut, if that doesn't quite do everything you need, here is the macro code to implement all your criteria, at least if I understand it correctly.
Aug 27 2023 03:42 PM
Aug 27 2023 03:49 PM