How to set up time-boxed look-ahead views in MS-Project ® using compound task filters

Part of a series on customising Microsoft® Project® to make working with project schedules more useful.

How to set up time-boxed look-ahead views in MS-Project using compound task filters

This post describes how to set up time-boxed “look-ahead” views in Microsoft® Project® (schedule extracts showing upcoming tasks), by customising filters to use an OR operator between criteria.

Continue reading “How to set up time-boxed look-ahead views in MS-Project ® using compound task filters”

How to set up custom Gantt chart views in MS-Project ®

Part of a series on customising Microsoft® Project® to make working with project schedules more useful.

This post describes how to set up custom Gantt chart views to present schedule extracts based on the Live project schedule data, filtered and formatted to suit particular stakeholder audiences.

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 “How to set up custom Gantt chart views in MS-Project ®”

How to diagnose schedule management problems in MS-Project ®

Part of a series on customising 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 diagnose schedule management problems 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 diagnose schedule management problems by explaining 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 “How to diagnose schedule management problems in MS-Project ®”

How to calculate RAG status in MS-Project ®

Part of a series on customising 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?

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

This post describes how to calculate RAG status in MS-Project ® by customising a text field to 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 “How to calculate RAG status in MS-Project ®”