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Project Server 2010 + Formula (Graphical Indicator) RRS feed

  • Question

  • Hi,

    I am very new to Project Server 2010 and I am asked to create a Graphical Indicators at the Project and Task level where I am wanting to show the indicators based on the formula output... But for some reason I am having tough time getting this done hence I would like to seek some clarity on the following queries to make my understanding stronger.

    1) I am using the following formula to get the project health using the "Finish Variance" field and I am able to see that the formula is working file in "Project Center" but formula is only working when specific updated project plan is published through project professional (no effect if I am publishing the project plan through project server), I would like to understand if this is by design or am I doing something wrong here ? Is it that the formula calculation is only performed at the Project Professional level and not at the project server level hence to re-calculate the formula I will have to always publish the project through Project Professional ? I have heard that there are few improvements with this respect in Project Server 2013.

    Switch([% Complete]=100,"Complete",(([% Complete]<100) And ([Finish]<Date())),"Overdue",[Finish Variance]<=0,"All Tasks are On Track and On Time",[Finish Variance]<=(ProjDateDiff([Project Start],[Project Finish])*0.1),"There are task(s) in jeopardy",[Finish Variance]>(ProjDateDiff([Project Start],[Project Finish])*0.1),"There are task(s) that are overdue")

    2) It is said that once I modify the formula then I should re-publish all the projects, Is this by design ? Is there any workaround to this because publishing the projects could lead to re-sending the notification emails to everyone...

    Thanks in Advance
    Ajay Sawant
    Monday, January 28, 2013 6:02 PM

Answers

  • Ajay --
     
    Following are the answers to your questions:
     
    1.  The scheduling engine for Project Server 2010 is still in the Microsoft Project 2010 desktop tool, so this is why you have to publish the project using Microsoft Project 2010 desktop client.
     
    2.  If you modify the formula, you will need to open each project in Microsoft Project 2010, press the F9 function key to recalculate the project (including the formula), and then save and publish your project.
     
    Hope this helps.

    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    • Marked as answer by Ajay.Sawant Wednesday, January 30, 2013 8:56 AM
    Monday, January 28, 2013 7:13 PM
    Moderator
  • Ajay --
     
    What this means is that you have to open the project to get Microsoft Project 2010 to recalculate the project, and to recalculate your custom field formula.  And the answer is yes to your second question; you must open each project and republish them.  Hope this helps.

    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    • Marked as answer by Ajay.Sawant Wednesday, January 30, 2013 8:56 AM
    Tuesday, January 29, 2013 1:41 PM
    Moderator

All replies

  • Ajay --
     
    Following are the answers to your questions:
     
    1.  The scheduling engine for Project Server 2010 is still in the Microsoft Project 2010 desktop tool, so this is why you have to publish the project using Microsoft Project 2010 desktop client.
     
    2.  If you modify the formula, you will need to open each project in Microsoft Project 2010, press the F9 function key to recalculate the project (including the formula), and then save and publish your project.
     
    Hope this helps.

    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    • Marked as answer by Ajay.Sawant Wednesday, January 30, 2013 8:56 AM
    Monday, January 28, 2013 7:13 PM
    Moderator
  • Hi Dale Howard,

    Thanks for your help... 

    I am bit unclear with answer for question 1 "The scheduling engine for Project Server 2010 is still in the Microsoft Project 2010 desktop tool, so this is why you have to publish the project using Microsoft Project 2010 desktop client." What does that mean, I was under the impression that Project Server 2010 has the scheduling engine because of which we could create a project plan and publish the same without the need of project professional (except for base lining the project).

    Does this mean that any formula I create (At project, Task or Resource level) will only get recalculated when I re-publish the project using project professional and not project server ? 

    Thanks in advance
    Ajay Sawant


    • Edited by Ajay.Sawant Tuesday, January 29, 2013 4:46 AM
    Tuesday, January 29, 2013 4:45 AM
  • Ajay --
     
    What this means is that you have to open the project to get Microsoft Project 2010 to recalculate the project, and to recalculate your custom field formula.  And the answer is yes to your second question; you must open each project and republish them.  Hope this helps.

    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    • Marked as answer by Ajay.Sawant Wednesday, January 30, 2013 8:56 AM
    Tuesday, January 29, 2013 1:41 PM
    Moderator
  • Thanks for the clarifications Dale Howard,

    I will follow the same practice to get our graphical indicators working, Is there any improvement in Project Server 2013 in this matter ?

    Thanks
    Ajay Sawant

    Wednesday, January 30, 2013 8:56 AM
  • Ajay --
     
    From my understanding, yes, Project Server 2013 improves this situation with a server-side scheduling engine.  Hope this helps.
     

    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    Wednesday, January 30, 2013 1:08 PM
    Moderator
  • Hi Dale

    I have just come across this post as I have had a similar issue.  I created a task level custom field to display a graphic indicator to reflect how the tasks are tracking against the baseline.  We discovered that the traffic lights did not update when the project was published in PWA (after clicking Calculate).

    I have tested this and following your advice above, I opened MS Project and published the schedule from there.  The graphical indicators still did not update.  I had to press F9 and then Publish the schedule to get the indicators to update and display correctly in PWA.

    I have therefore come to the conclusion from my testing, that following any updates in PWA that affect the task level indicators, a user would then need to open the schedule in MS Project, press F9 and then publish the schedule.

    You inferred that you only need to open the schedules in MS Projecty and use the F9 function if the formula has been changed for the custom field.  However, my experience is that I have to press F9 every time I make a change to data in the schedule to get the traffic light to update.

    Can you please confirm that this is also your view or if not, help me understand why when I simply publish the schedule the traffic lights do not update?

    Thanks

    Peter

    Tuesday, March 26, 2013 1:39 AM
  • Peter --
     
    Is AutoCalculate enabled on your copy of Microsoft Project 2010?  It sounds like it is disabled, which is what would cause your problem.  Let us know and we will try to help.
     

    Dale A. Howard [MVP]

    Friday, March 29, 2013 12:28 AM
    Moderator
  • Thanks Dale

    Where do I find this?  I looked in File > Options and in the Schedule area under the Calculation heading, the radio button is set to "Calculate project after each edit: On",

    Is this the setting?  I haven't changed this on my copy so it must have been set to this by default when MS Project Pro 2010 was installed.  I assume that the same setting would apply to all MS Project installations for our users.

    Peter

    Monday, April 8, 2013 11:54 PM
  • Peter --
     
    Yes, that is where AutoCalculation is enabled.  Since it is set to On, this means that the software should recalculate your project after every action that would cause a schedule change, such as changing the Duration of a predecessor task.  With this feature enabled, you should NOT have to press the F9 function key to get your custom field to recalculate.  Hope this helps.
     

    Dale A. Howard [MVP]

    Tuesday, April 9, 2013 1:05 AM
    Moderator