Join Bonnie Biafore for an in-depth discussion in this video Creating a formula to calculate field values, part of Advanced Microsoft Project.
- There's no end to what you can do…with custom field formulas.…You can create tests with project fields,…arithmetic operators, logical functions,…and comparison values.…There are also dozens of other functions…you can use to include if then clauses,…convert values, or format dates and numbers.…Let's set up a formula for the Average Area per Day field…that we named in another movie.…I'm gonna start by choosing the tracking table in this view.…I head over to the Select All cell…at the top left of the table,…right click that cell,…and choose Tracking.…
I'm gonna save this as a new table…before I add my custom fields.…To do that I'm gonna head to the View tab,…click the Tables button,…and down at the bottom of the menu…choose Save Fields as a New Table.…I'm gonna call it Output and click okay.…Now that I've got my new table…I'm gonna insert those custom fields.…I'll right click the Actual Start heading,…choose Insert Column,…and the field that I want is the Area field.…I start to type the alias,…I see it right away in the drop down list,…
Author
Bonnie Biafore
Updated
11/5/2015Released
5/14/2015Viewers will then learn how to customize fields and generate cool graphical and visual reports. Finally, the course shows how to share various customizations and configurations as well as best practices for managing multiple projects.
- Recalculating duration, work, and units for assignment changes
- Adding, removing, and replacing resources
- Defining part-time resources
- Setting cost rates
- Accounting for overtime costs
- Working with earned value
- Exchanging data with other programs
- Customizing fields and reports
- Sharing customizations
- Sharing resources and linking tasks between projects
Skill Level Intermediate
Duration
Views
-
Introduction
-
Welcome2m 1s
-
-
1. Options for Opening and Saving Project Files
-
2. Mastering Resource Assignments
-
Keeping task duration fixed3m 26s
-
Maintaining total task work3m 33s
-
3. Managing Project Costs
-
4. Working with Earned Value
-
5. Exchanging Data with Other Programs
-
Hyperlinking in Project6m 3s
-
-
6. Customizing Fields
-
Understanding custom fields3m 32s
-
Naming a custom field2m 35s
-
-
7. Customizing Graphical Reports
-
8. Customizing Visual Reports
-
9. Sharing Customizations
-
10. Working with Multiple Projects
-
Creating a master project4m 32s
-
Conclusion
-
Goodbye1m
-
Take notes with your new membership!
Type in the entry box, then click Enter to save your note.
Press on any video thumbnail to jump immediately to the timecode shown.
Notes are saved with you account but can also be exported as plain text, MS Word, PDF, Google Doc, or Evernote.
Share this video
Embed this video
Video: Creating a formula to calculate field values