Guild of Project Controls: Compendium | Roles | Assessment | Certifications | Membership

Microsoft Project

How to create a Lookahead Filter in Microsoft Project

How would you like to create a rolling date lookahead in Microsoft Project instead of using the default Date Range filter? Users of Primavera P6 are used to defining the criteria for lookahead filters using Data Date or Current Date and we can also do same in Microsoft Project using Status Date or Current Date rather than pick hard dates all the time using the Date Range filter.

Microsoft Project Quick Tip: Assign Actual Start & Finish Dates to Tasks

While one can update Actual Start and/or Actual Finish dates in Microsoft Project by displaying these columns, my preferred method is using the Task Details Form which is very similar to the Activity Details Form in Primavera P6.

In this short video, I show how to enable and use the Task Details Form to update actual dates for project tasks.

How to show a column of week numbers in a Microsoft Project schedule

There are times when stakeholders use week numbers to discuss the dates in a project schedule and they would like to see columns of week numbers in the schedule. The tutorial outlines steps to follow in order to display week numbers such as "2021 Week 35" in a Microsoft Project schedule.

The tutorial uses 2 custom fields with formulas to show "Start Week No." and "Finish Week No." columns. The formulas for these 2 columns are:

Show summary % complete in Microsoft Project when all subtasks are milestones and some of these milestones are completed

In Microsoft Project, when all subtasks are milestones, the summary percent complete is 0% even when some of the milestones are completed. The summary percent complete only changes to 100% when all the milestones are 100% complete.

How to show Baseline Execution Index (BEI) in Microsoft Project

The Defense Contract Management Agency (DCMA) 14-Point Assessment is a set of metrics used to evaluate the quality of a project schedule to ensure that the schedule is fit for purpose. And one of the 14 metrics is the Baseline Execution Index (BEI) which is an indication of how a schedule is performing against a set baseline and the video below explains how to set-up a Microsoft Project schedule to display BEI.

Add Decimal Places to Microsoft Project % Complete

By default, Microsoft Project does not display task % complete numbers with decimal places. In this tutorial, you will learn how to add decimal places to % complete using custom fields.


How to Use Traffic Light to Show Microsoft Project Progress Status

Sometimes in a Microsoft Project schedule, you might want a quick visual indicator of when a task is behind schedule or in progress and a good way to achieve this is through the use of a traffic light system. This tutorial will show you how to configure your Microsoft Project schedule using a custom field with graphical indicator to highlight progress of tasks as at current or status date. 

Microsoft Project Baseline Percent (%) with Weighted Summary Roll-up

By default, Microsoft Project does not have a baseline percent (%) complete field or column like you would find in other scheduling software like Primavera P6.

This video outlines steps to follow if you want to display a baseline percent (%) complete column in a Microsoft Project schedule. It also shows how to roll-up percent (%) complete to summary tasks based on weighted percent (%) complete of the subtasks.

Show Calendar Days instead of Dates in MS Project Schedule columns

Sometimes during tender or bid submission for a project, the client might not provide a Project start date and bidders would be required to show ordinal dates in the Gantt chart timeline and calendar days in the start and finish dates columns, so that, for each activity, the schedule will show start and finish days, e.g. for a 10-day activity, the schedule will show day 1 in the start column and day 10 in the finish column.

How to highlight a Time period in Gantt chart in Microsoft Project

MS Project do not provide a tool to highlight a time period in Gantt chart.

So how can we do it?

First you create a new calendar. For example "Gantt Shade"


Market Place

Primavera P6 and Microsoft Project books, on-line video training courses and training material available from an internationally recognised publisher and PMI accredited REP. Teach yourself using on-line or book based learning or run your own in-house or public PMI accredited courses.
Syndicate content