It is not possible to filter on the predecessor task, because a Microsoft Project formula can only look at the current row of the schedule, and cannot look at other tasks above or below the current task.

However, you could write a formula to look at the dates on the successor task and filter them for any values that don’t contain “NA”.

]]>I have a task that has a manual start date of TBD.

A successor task that automatically starts 1day after.

Every week I need to send out schedules for the coming week.

The task with TBD is fine.

Is there a formula for filtering the successor task date if the predecessor is not TBD. I just want a task list of the items not connected to TBD.

Is that possible?

]]>Unfortunately, this is not possible in Microsoft Project. However, you can achieve it in OnePager Pro, by displaying the Level X Summary Name as text in the body of your chart.

]]>I’m wondering if its possible to create a formula field that only displays text of a certain Outline level. Similar to the “Task Summary Name” but one level up.

Hope this makes sense, look forward to your response.

]]>I’m hoping to speak with you on a cost estimation project I’m working on, but want to automate the WBS in Excel. Would you be willing to speak with me so I can explain further?

Thank you and look forward to talking with you,

Brenda

]]>Regards ]]>

Your formula looks pretty close. Based on my quick review, I see two cases where you are missing an operator.

There is a trailing “7” here, which looks like it’s missing a greater-than or less-than sign:

`[Critical]=FALSE AND (ProjDateDiff([Finish],Now())/480) 7`

There is also a trailing “1” here, which also looks like it’s missing an operator:

`[Critical]=TRUE AND (ProjDateDiff([Finish],Now())/480) 1`

This may just be a function of copying your formula into the blog comments, which can sometimes strip out the occasional character, so if your local version of the formula doesn’t look like it’s missing a greater-than or less-than sign, you should be in good shape!

]]>So I guessed right, and the formula as I wrote it should work?

Thanks for all the explanations.

By the way, my coworker has used OnePager Pro and loves it. He said you personally helped him quite a bit in his last position since there were quite a few unique conditions in the computer systems. He had nothing but good to say about you. ðŸ™‚

]]>The 480 comes from an 8 hour workday times 60 minutes in an hour. The PROJDATEDIFF function returns work minutes, which is pretty useless, so by dividing that by 480, you get work days instead. Not exactly intuitive, I know.

The [Critical] syntax refers to a field from Microsoft Project that is literally called “Critical”. There is not a field called “Non-Critical”, so you cannot include [Non-Critical] in your formula.

The [Critical] field can either be TRUE or FALSE, so you can change your logic as you’ve done in the example above to test for a TRUE or FALSE condition and then add secondary conditions with an AND as necessary to cover the different statuses that you want to track.

It’s usually a good idea to set up a sample project plan with 5-10 tasks where you know what the status is supposed to be. Test your formula against those known tasks first and make sure that you get the desired result. Pay special attention to your operators like greater-than, less-than, greater-than-or-equal, and less-than-or-equal, as these can make or break a formula on those border conditions.

]]>Thanks for the Switch formula. I just barely know enough about coding and complicated formulas to be dangerous, so have never seen this function. I can understand most of what the formula does, but what’s the significance of the 480?

Also, how do I account for the non-critical path tasks which also need to be a part of the stoplight report? At first glance I assumed I could just do a repeat by replacing [Critical] with [Non-critical] and the appropriate number of days instead of 1, but now that I take a second look I realize that the initial [Critical]=FALSE,

“Non-Critical” most likely won’t allow that. So, my next assumption is I’d have to do [Critical]=FALSE AND then the rest:

Switch(

[Critical]=FALSE,

“Non-Critical”,

[Critical]=TRUE AND [% Complete]=100,

“Critical/Complete”,

[Critical]=TRUE AND (ProjDateDiff([Finish],Now())/480) <= 0, "Critical/Not Due Yet", [Critical]=TRUE AND (ProjDateDiff([Finish],Now())/480) 1,

“Critical/Very Past Due”,

[Critical]=FALSE AND [% Complete]=100,

“Non-Critical/Complete”,

[Critical]=FALSE AND (ProjDateDiff([Finish],Now())/480) <= 0, "Non-Critical/Not Due Yet", [Critical]=FALSE AND (ProjDateDiff([Finish],Now())/480) 7,

“Non-Critical/Very Past Due”,

)

If this is not correct, please let me know.

Thanks so much for your help on this. None of the instructional websites I looked at to try to learn how to do this got into formulas as complicated as this one. Thanks!

Anne.

]]>