Late indicators: Balls change color automatically depending on whether task will finish on time |
Follow the three steps below to get late task indicators
such as shown in the screenshot. Colored balls indicate whether a task
will finish really late, semi-late or is on track for finishing on time.
- Insert a column (preferably to the left of the "Task
Name" colum)
- e.g., right-click on Task Name column > Insert Column > Field name: Text 1
- Title: Finish on Time?
- Align data: Center
- Ok
- Add a formula to determine whether a task will finish on time, finish
semi-late or finish really late
- e.g., Right-click on "Finish on Time?" column > Customize fields > Highlight Text1
- Select formula > Ok > Formula
- Paste this formula in box: IIf([% Complete]<>100,DateDiff("d",[Finish],[Current Date]))
- Ok
- Add graphical indicators to the formula
- Click on Graphical Indicators button
- Indicator criteria for: Nonsummary rows
- Test for "Finish on Time?"
- is less than 1.00 [Select image of green ball]
- is less than 3.00 [Select image of yellow ball]
- is greater than or equal to 3.00 [Select image of red ball]
- Ok > Ok
- NO BALL: Task has completed. Only incomplete tasks (< 100%) will have colored icons indicating whether it's late or not. Summary tasks (complete or incomplete) also will NOT have any colored icons
- GREEN BALL: Task has a chance of finishing within 1 day of the planned finish date
- YELLOW BALL: This semi-late task is missing planned finished date by 1-3 days
- RED BALL: This really late task has missed planned finished date by more than 3 days
- To change the criteria for the tasks that will finish late or really late, just change the # of days (currently set to 3 days) to the # of days you prefer
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