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John-project
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Joined Jan 04, 2021
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Re: Read this BEFORE you post!
Allen, What's up with the techcommunity/category/project/discussions/project? I posted a problem (see thread below) and never received an answer. Whenever I access the techcommunity page, it displays but hasn't updated since Jan 23. I've tried two different browsers (Firefox and Safari), same result.24Views0likes0CommentsRe: Read this BEFORE you post!
Allen, I regularly contribute on the Project | Microsoft Community Hub forum. I replied to a post on Friday (Jan 23). That was the 3rd entry in the thread. Later in the day and through today I see there is a 4th entry (supposedly). But when I click on the "show more" nothing happens. What am I doing wrong?29Views0likes1CommentRe: Project Changing % Complete when entered
Brett_Phifer_SCI, When it comes to statusing tasks in Project, one size doesn't fit all. For a work resource, unless waiting for a wound to heal, actual duration accomplishes nothing. For a work resource, progress is work and actual work. Remaining work is adjusted as necessary. For a material resource actual duration does have meaning. For example if the resource is fuel and the material label is gal/day then the number of days (duration) is the metric for consumption. A cost per use may also factor into a material resource. A fixed duration type task for a material resource might be applicable but generally not. A material resource is consumed over whatever span of time it is needed/used, generally in conjunction with a work type resource (i.e. backhoe using fuel). John48Views0likes0CommentsRe: Is there a way to graphically highlight all of the tasks under a summary?
mbart151, Sorry but there is no built-in feature for background colors for the Gantt display. What you could do though is create custom bar styles for the various subtask groups under summary lines using the 20 available Flag fields. The background would still be white but the Gantt bars would be separately identifiable. John33Views0likes0CommentsRe: Baseline Resourcing Assistance
Kristi_in_heels, Kick your heels off, let's see if we can get to the bottom of this. First of all, what version of Project are you using? Second, I think there is some misunderstanding in terminology. You mention needing a report of the current state, which you call "baseline1" and the original state, which you call "baseline". In Project the current state is the "live" plan, the original state is the baseline, assuming one was set before any activities were started. Then I'm confused about the manual loading of the "original baseline dates" into the Baseline Start and Baseline Finish fields. The original baseline dates are the baseline start and baseline finish dates, again, assuming a baseline was set at the onset. So, what really happened? There is no reason to manually do anything with baselines. Setting a baseline will automatically populate all the Baseline fields which then provide the data to compare with the current plan (active schedule) in any report. If you did not set a baseline before plan execution started then depending on how far the plan has progressed (i.e. actual performance), it may or may not be feasible to get a report of schedule performance from the onset. The best you may be able to do is to set a baseline now. You will at least be able to prepare valid reports of plan performance from this point forward. John30Views0likes1CommentRe: Project Changing % Complete when entered
Brett_Phifer_SCI, Somethings not quite jelling with the scenario you provide. When I set up a task with the parameters stated, the finish date is 12/8/26, not 1/20/27. Are there some non-working days thrown in (e.g. holidays)? You mention the status date is 1/5/26 but that is irrelevant when entering percent complete directly into the % Complete field. A few questions: What is the task type? Is the task auto-scheduled? Are any resources assigned and if so, what is the resource's Base Calendar? Are you by chance entering a value into the Actual Duration field, Remaining Duration or Actual Work fields in addition to entering a value in the % Complete field? John77Views0likes3CommentsRe: Filter Creation
vincentcbv, I don't understand how a task can be "in progress" if it never actually started. You must have an unusual way of interpreting progress. Nonetheless, now that I understand what you want (i.e. tasks that "should be in progress"), yes, you can use an extension of the solution I presented previously, namely. Create a custom Flag field with the following formula: Flag1= IIf([Start] <= [Current Date] and [Current Date]<= [Finish],"yes","no") Filter on the Flag1 field. John16Views0likes0CommentsRe: Filter Creation
vincentcbv, Let's back up just a bit and get some clarification. What exactly do you define as "in progress" tasks"? And if you are not updating via % complete or actual start and actual finish, how are you updating? Just for reference let me clarify something. When progress starts on a task, there are a couple ways to indicate it has started. An entry either directly into the % Complete field or via the Update Project (or similar) will automatically copy the start date into the Actual Start field (i.e. the task started as planned). Alternately, if the task did not start as planned, an entry is made directly into the Actual Start field and that will automatically update the Start field to adjust the plan to reality. The original plan would have been captured by setting a baseline. So, I'm wondering what you are tracking? But to answer your question about substituting Start and Finish for Actual Start and Actual Finish in the In Progress Tasks filter, the Start and Finish fields will ALWAYS have a date so the modified filter won't filter anything because all tasks will show. John38Views1like0CommentsRe: Workload by week/ month export to Excel
Runejors, I likely have a VBA macro than can export the data you want. You can contact me at the address below, I will ask some questions. It would also help if you could send me your Project file with a full description of exactly what you want in the export. For reference, I've done this many times for many users. John jmacprojataticlouddotdotcom (remove obvious redundancies)145Views0likes0CommentsRe: Filter Creation
Charlie, I see the tasks you are highlighting, but they are NOT "in progress" tasks. They are tasks that should have started but did not start as planned. So again, what exactly are you trying to show? Note there are several other built-in filters for unstarted tasks (e.g. "Late tasks", "Should start by", "Slipping tasks", "Date Range", etc.). So okay, whatever your goal, here is one way to do an "end around run" with Project's "fussy" filtering. Try these steps. Create a custom Flag field with the following formula: Flag1 = IIf([Start]<={Current Date], "yes","no") Filter on the Flag1 field Here's an example And this is what results when the filter is applied Another option is to use an interactive filter like this Hope this helps, John18Views0likes0CommentsRe: Filter Creation
vincentcbv, I'm a little confused. The built-in filter "In Progress Tasks" shows all tasks that have started but are not finished (i.e. "in progress"). That is what you are asking for. So what additional tasks are you expecting your dynamic filter to show? Perhaps a screen shot example would help. John121Views0likes3CommentsRe: Cashflow Visual report export
PageAndSquire, You're welcome and thanks for the feedback. There is another option albeit a manual exercise. Set up either Usage view to show Cumulative cost with a weekly timescale. Copy the weekly data per your accounting month and paste into an Excel Worksheet. Create the cash flow graph from there. That's a "simple" trick I've seen other users use. In effect, it's a transition from page to squire. The knight will use VBA :-)56Views0likes0CommentsRe: Cashflow Visual report export
PageAndSquire, It sounds like you want a cash flow for accounting months used by your company. Unfortunately that isn't an easy ask as Project has no functionality for producing output in anything other than calendars periods. For Visual Reports you won't be able to display weekly dates so you have to do some interpretation to get the accounting month periods you want. It gets a little better if you export days but that's a much larger pivot table and you still need to interpret start and end days for each period. When faced with the need to report Project data in accounting months I use VBA. Not the answer you wanted, but it's a basic limitation Project has had since day 1.154Views0likes0CommentsRe: A colored column representing holidays
Woode, Are the Christmas holidays non-working? If yes, then create a custom calendar with those days as non-working and use that calendar as the Project calendar. However, if you simply want to identify that time span, working or not, there are a couple of options. Use Project's drawing feature to create vertical lines depicting the start date (12/22/25) and end date (01/02/26). You'll have to play with it to get the presentation you want. Unfortunately, the drawing tools have some issues (i.e. attempting to color the area between the two vertical lines sits on top and blocks out all Gantt features, "send to back" doesn't work). Take a look at this Dale Howard's solution offered in his response to a similar question. https://learn.microsoft.com/en-us/answers/questions/5608561/how-do-i-add-school-holidays-shading-to-the-calend John160Views1like0CommentsRe: Data access after Project Online (PWA) retirement
Leandro. . . You're welcome and thanks for the kudos. I don't use Project Online or Project Server myself so RodFromm actually has a better perspective but I did watch the video by Kenny Arnold and thought it might help. John39Views0likes0CommentsRe: save forecasted data
roberto_rematchemie, I think you are missing the purpose of Project's baseline. When you set a baseline, several Project fields are saved in baseline fields. This provides a "baseline" (i.e. the original plan) for comparison to the current plan via earned value metrics and/or variance fields. The current plan is updated (i.e. "real" start/finish, etc.) either in bulk via the Update Project feature or on a task by task basis using the Actual Start, Actual Finish, Actual Work, and Remaining Work fields. You should NOT be saving a new baseline as part of the update process. A new baseline should be set only when a change in scope is needed (e.g. tasks added/deleted). So, you do NOT need to create a separate copy of the file as part of the update process but I do highly recommend periodically saving your file as a backup in case your file gets corrupted or other things that may cause a loss of data.40Views0likes0Comments
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