Automatic Project "Phase" field update through completing task in the phase RRS feed

  • Question

  • I think it's a bit complicated to clear explain but i try..

    I want in Project Center a field (Project Phase) that change value automatically when i complete the same phase in the gantt chart.

    I'try with a Phase Level field (If Summary=Yes, and %Complete = 100, insert 1 else 0) but i can't rollup this value to the Project Summary Row to add a Project Field (If "Phase Level" = 1 than START, IF "Phase Level" = 2 than PLAN, etc.) maybe with Indicators, to show on the Project Center.

    I need help please..

    P.S. For the moment i resolve with Milestone Phase, so if i said the Milestone is a "Phase Milestone" and it's 100% it count 1.

    Like in this Picture:



    Monday, July 30, 2012 3:21 PM

All replies

  • Daniele,

    The custom field has to be numeric to roll up. There is a setting to define the calculation for Rollup on numeric fields so that will worthy of review.

    You can also create a second task custom field that is numeric and set the value in a formula to =NameOfFirstCustomField if you can't change the first one.

    That should get the data to the right level for your needs.

    Hope this helps.

    Treb Gatte

    Monday, July 30, 2012 4:59 PM
  • Thank Trab for your answer, i try using a second field but i need the rolluped SUM of the field in the Project Summary Row=0 but i can't rollup when the formula take action at the phase level:

    This is what i need:

    In the first pic is what i need, but to have the value in the summary row of the phase i have to rollup with formula... so i have no the SUMMED value at the Project Summary Row level:

    Even if i use a second field i have to use the formula to rollup, too, if not i have no value:

    I can't rolled up at the Project Summary Row level value in the Summary Phases Level.... :(

    Thanks for your patience

    Tuesday, July 31, 2012 6:39 AM
  • The problem is your formula. If you follow the logic, it treats the Project Summary task as another summary row and as long as it's not 100%, it's 0. Another approach is needed.

    Treb Gatte

    Wednesday, August 1, 2012 12:50 AM
  • Any suggestion?


    Wednesday, August 1, 2012 10:12 AM
  • Any solution now ?

    Didier Maignan |

    Friday, December 18, 2015 1:56 PM