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6 octobre Rolling up current Project Phase info in Project ServerThis post is a starter to enable you to rollup phase level information within a project to the project level. This enables you to view the information via PWA and to export it to Excel.
This technique assumes you can represent your phase with Milestones. (Feasibility Phase milestone, etc.) Current phase is denoted by the in process milestone (first not completed milestone) In order to use this data in PWA, you have to put it in the Project Summary task.
Even though the summary task is a task, is has a one to one relationship with the project record and contains all of the task related information. PWA Project Center can display information from the Project Summary task so it makes a good location for rollup task information.The Project Summary task has a task number of 0 and is not normally visible. To view the project summary task, go to Tools, Options and then click the View tab. Then check the box to Show Project Summary Task.
Numeric custom fields will roll up to the Project Summary task if you set them to do so. However, the same is not true for text fields. In order to have that data live in the Project Summary, you have to perform a bit of macro code. Please note, this was created for a linear process. If you have the potential for multiple active milestones, the macro in it's current form will rollup the last one found. It can easily be modified to accomodate your particular business needs.
The solution uses three custom fields. The custom fields are used as follows.
Since you probably don't want to evaluate every milestone in your plan, you will need to designate the milestones to evaluate. We will use a flag field to denote which milestones are to be evaluated. A good practice would be to create a project template with your standard milestones already present and marked accordingly.
The second custom field will contain the finish date of the current phase milestone. The flag above will be used in a formula for this field. The Current phase is denoted as a milestone which is flagged for evaluation, has a finish date greater than today and is not marked complete.
The third custom field stores the task name for the current phase. This is rolled up to the Project Summary Task so that it can be used in PWA.
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