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Flags in Summary Tasks

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    • 10/26/2016 at 11:51 am #405178
      Emma Gibney
      Guest

      Hello,
      I have set up my project with deadlines that show flags next to the task when the finish date extends past the end date. Is there a way that if there is a flag in the lower level tasks then a flag, or any type of indicator, will appear in the summary task. Can a custom field do this?
      Thanks for the help,
      Emma

    • 10/26/2016 at 5:46 pm #405204
      Tim Jones
      Guest

      This might come close to what you’re looking for:

      Use a custom Number field and enter the following formula: IIf(([Finish]>[Deadline]),1,0)

      Select “Rollup, Maximum” for summary row calculation.

      Create a red flag graphical indicator for when the custom Number field equals “1” for summary rows.

      I can provide more on how to do it if you can’t get it working.

    • 11/01/2016 at 6:27 pm #405483
      Thomas Dobbs
      Member

      Hi Tim, This particular post is of great interest. Initially I was unfamiliar with the “deadline” concept. I was thinking that the “deadline” date would be the same as the “finish” date. Is this true? If not, do I need to have the “deadline” field filled in with a date = to the finish date in order for the formula to work? Any help would certainly be appreciated.
      Cheers,
      TLD

    • 11/03/2016 at 5:01 pm #405653
      Tim Jones
      Guest

      Thomas,
      Yes, a Deadline is different than the Finish date. Under Task Information/Advanced, you can set a Deadline for a task. If the planned Finish exceeds that Deadline, a red indicator will show in the Indicators field.

      The formula above is simply a custom field to show a red flag (or indicator of your choosing) for the Summary Task above the detailed Task that has missed it’s Deadline. This could be useful for seeing where Deadlines are being missed even when the schedule is displayed at a “rolled up” level.

      Hope that helps – there are other advantages to using Deadlines, and I seem to remember an MPUG article from some time ago that discussed the advantages of using Deadlines over Constraints.

    • 11/03/2016 at 5:09 pm #405654
      Thomas
      Guest

      Hi Tim,
      Appreciate the update, I’ll look into this further and advise.
      Cheers,

    • 11/04/2016 at 7:55 am #405679
      Tim Jones
      Guest

      Here’s a good one from the MPUG archives on deadlines and constraints:
      https://mpug.com/articles/project-pearls-why-you-should-use-deadline-date-feature-instead/

    • 11/04/2016 at 8:02 am #405680
      Thomas
      Guest

      Many thanks, appreciate your help.
      Cheers,
      Thomas

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