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Master Project doesn't display sub-projects Baseline summary RRS feed

  • Question

  • Hi,

    How to display the Baseline Work and Baseline Cost of the sub-projets (at sub-project summary level) in the Master project: these values display zero while they are correctly calculated at the Project Summary task level in the elementary sub-projects.

    Thanks for help

    Thursday, June 28, 2012 9:12 AM

Answers

  • WLID1966,

    Yes, that's true if you don't do a couple other steps. In each subproject, create a top level summary line and baseline it. Note: it won't work to simple activate the Project Summary Task, you need to create a separate top summary. Then build your static master. Next outdent each subproject top summary line in the master. Then delete the master insertion point summary line directly above each subproject top summary line. You should now have what you want.

    Hope this helps.

    John

    • Marked as answer by WLID1966 Thursday, June 28, 2012 5:43 PM
    Thursday, June 28, 2012 5:20 PM
  • WLID1966,

    Don't know if you are still checking this thread but I came up with another approach that you CAN use with a dynamic master. Note: you will not need to create a separate top level summary line for each subproject with this approach.

    1. In each subproject create two custom fields, one a cost field (e.g. Cost1), the other a number field (e.g. Number1).

    2. Put the following formulas in the custom fields respectively

    Cost1=[Baseline Cost]

    Number1=[Baseline Work]/60 'This assumes your work is in hours

    3. In the master create the same custom fields except set the option to rollup the sum for summary lines. You can rename these fields to say "Baseline Cost" and "Baseline Work" and hide the normal fields for that data at master level.

    John

    • Marked as answer by WLID1966 Friday, June 29, 2012 4:24 PM
    Friday, June 29, 2012 3:08 PM

All replies

  • Please Baseline your Master Project, your sub-projects will reflect their values in both the columns of Baseline Work and Baseline Cost.

    Sapna S

    Thursday, June 28, 2012 10:25 AM
    Moderator
  • Hello Sapna,

    Baselining the Master project does'nt display the very Baseline of subprojects. It created a new baseline from the last scheduled values of each sub project.

    It could work if we could Baseline the Master project immediatly after baselining all the sub-projects. But in real world that never work like this.

    Thursday, June 28, 2012 12:56 PM
  • Baselining the Master Project immediately after baselining the sub-projects is not necessary. Also, each sub-project come with its individual Baseline which is never overwritten while Baselining the Master Project - which may have its own tasks. So, when you baseline Master Project it consolidates the Baseline Cost and Work and reflects it as expected.

    Please let me know if you are finding it working differently.


    Sapna S

    Thursday, June 28, 2012 1:11 PM
    Moderator
  • Every baseline data at the master project file level are wrong :

    Cost of MP1 : 720 instead of 640

    Work of MP1 = 72 instead of 64

    Cost of MP2 = 1600 instead of 1280.

    Work of MP2 = 80 instead of 64h.

    Any ideas?

    Thanks for your help

    Thursday, June 28, 2012 1:29 PM
  • WLID1966,

    Pardon my jumping in. First, when working with a dynamic master the user needs to understand that the subprojects are NOT actually part of the master. The master simply contains pointers to each subproject file. Second, the summary line insertion points ARE part of the master and therefore when the user baselines the master, the current data (e.g. Cost, Work, etc.) is written into the baseline fields of the master. Therefore you will not see the subproject baseline data in the master's summary line insertion points.

    Now, how do you make it work the way you want? Do you really need a dynamic master? If you do, you will need some VBA to set the baseline data in the master file the way you want. However, if you can instead use a static master (i.e. unlink the subprojects before inserting), then you can create the baselined master the way you want. Granted the master will no longer be dynamically linked to your subprojects and you will need to create a new static master each time, but that is a very simply process and can be automated.

    Hope this helps.

    John

    Thursday, June 28, 2012 2:44 PM
  • Hi John,

    When I insert the sub-projects without any dynamic link, the result is the same: baseline values at the sub-project level are 0

    ;-(

    Thursday, June 28, 2012 5:01 PM
  • WLID1966,

    Yes, that's true if you don't do a couple other steps. In each subproject, create a top level summary line and baseline it. Note: it won't work to simple activate the Project Summary Task, you need to create a separate top summary. Then build your static master. Next outdent each subproject top summary line in the master. Then delete the master insertion point summary line directly above each subproject top summary line. You should now have what you want.

    Hope this helps.

    John

    • Marked as answer by WLID1966 Thursday, June 28, 2012 5:43 PM
    Thursday, June 28, 2012 5:20 PM
  • Thanks John

    Thursday, June 28, 2012 5:43 PM
  • WLID1966,

    You're welcome and thanks for the feedback.

    John

    Thursday, June 28, 2012 8:38 PM
  • WLID1966,

    Don't know if you are still checking this thread but I came up with another approach that you CAN use with a dynamic master. Note: you will not need to create a separate top level summary line for each subproject with this approach.

    1. In each subproject create two custom fields, one a cost field (e.g. Cost1), the other a number field (e.g. Number1).

    2. Put the following formulas in the custom fields respectively

    Cost1=[Baseline Cost]

    Number1=[Baseline Work]/60 'This assumes your work is in hours

    3. In the master create the same custom fields except set the option to rollup the sum for summary lines. You can rename these fields to say "Baseline Cost" and "Baseline Work" and hide the normal fields for that data at master level.

    John

    • Marked as answer by WLID1966 Friday, June 29, 2012 4:24 PM
    Friday, June 29, 2012 3:08 PM
  • Great!

    Very interesting!

    Thanks a lot John

    Friday, June 29, 2012 4:24 PM