Thursday, November 15, 2007

Task Custom Fields are displayed in Project Custom Fields

This post is dedicated to my colleague Laith from Sydney. He discovered how a task custom field can be viewed via a formula in a project custom field. Usually, if you create a project custom field formula in Project Server 07, you are not able to refer to a task custom field. Here is a way of doing so:

Create a task custom field ( please note, needs to be a numeric field like number or cost). In my example I simply called it Test.


Make sure that the rollup is used ( e.g. sum). Save the task field. By the way, this can also be a formula, as long as you use the rollup function.

Now create the project custom field ( my example is called Project Test) with the formula where you can use the task custom field ( test in my example )

You will see that the project custom field will take the task custom field (which normally is not the case).

Save the custom field and now you will be able to use the task custom field to either enter data ( or calculate based on a formula ) and at the same time the project custom field will show the value of the sum of the task custom fields.

---- Task vaues are entered and summed ----


--- Project custom field displayes the task custom field value ----



This function will allow you to add summarises task custom fields into the Project Center for example ( e.g. total work for development tasks ). A great way to give more project details to key stake holders. Not to mention the reporting cababillities. Thanks Laith great way of dealing with this.

2 comments:

Jim Mack said...

This worked great for me! I was looking for a way to roll up some custom milestone fields to the project level so that I could report progress against milestones as of the status date.

One problem, which may be related. The Configure Cube link no longer works under Server Settings. Gives a GeneralUnhandledException error. Anyone else have that problem after rolling a task level custom field into a project level custom field?

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