Schedule automation: How to customise MS-Project® text fields to show schedule management diagnostics

Part 3 of a series on customising fields in Microsoft® Project® to make working with project schedules more useful.
So you’ve created a useful programme schedule, and you are now working on keeping it on the right track. You’ve set up fields to calculate RAG status, but what if you want some schedule management information to go with it, in the form of some compact RAG status explanation to go with it, without having to study the baseline vs. forecast dates and % complete, working it out in your head line by line?

This post describes how to customise a Text field to display a very compact schedule management commentary to explain why a project schedule item should be Red or Amber.

So why would you want to use this approach, how do you do it, and what’s in it for you as a result? Continue reading “Schedule automation: How to customise MS-Project® text fields to show schedule management diagnostics”

Schedule automation: How to customise MS-Project® text fields to calculate RAG Status

Part 2 of a series on customising fields in Microsoft® Project® to make working with project schedules more useful.
So you’ve created a useful programme schedule, and you are now working on keeping it on the right track, reviewing the plan regularly with the Programme Manager and Project Managers. You will probably review the programme schedule regularly – focussing on on items with Red or Amber RAG status –  but how do you use MS-Project to ensure that you don’t skip items that probably should have been marked amber or red?

Schedule Automation - How to customise MS-Project® text fields to calculate RAG Status

This post describes how to introduce some schedule automation by customising a text field to display RAG status (based on performing some simple tests and calculations with dates).

So why would you want to use this approach, how do you do it, and what’s in it for you as a result? Continue reading “Schedule automation: How to customise MS-Project® text fields to calculate RAG Status”

How to customise MS-Project® to diagnose schedule setup problems

Part of a series on customising Microsoft® Project® to make working with project schedules more useful.
So, you’ve inherited a set of project schedules that you need to combine into a useful programme schedule. How do you set up a framework to enable you to quickly find and diagnose schedule setup problems, without having to deduce and apply complex combinations of filters?

How to customise MS-Project to diagnose schedule setup problems

Here is an approach I have used successfully on several programmes. Continue reading “How to customise MS-Project® to diagnose schedule setup problems”