calculation periods and duration
RH

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Calculation Periods and Duration from start and end dates

resolvedResolved · Low Priority · Version 2010

julia has attended:
Project Advanced course

Calculation Periods and Duration from start and end dates

As the timeline in Project 2013 is restrictive when dealing with lots of Gantt lines (I have 64 initiatives in this portfolio), I would like to use the Visual Reporting to provide information that I can plug into the Excel Project Gantt Planner template. In that Excel Project Gantt planner, I need to calculate start dates and time in MSP into periods – which I am happy to do (if I knew how to do it). So I need to customise a column, using a formula to calculate.

1.
Plan Start Period Number
Assumption P1 is the first week in 2016
Formula: Look at base line date and assign the start period, e.g. 4/1/16 is P1

2.
Plan duration number of periods
Formula: Look at the baseline start date and baseline end date and calculate how many periods, e.g. statt4/1/16, finish 15/1/16 number of periods = 2

I will 2 other calculations e.g. Actual Start and Actual Duration, but I will be able to work those out form the formulas above.

Many thanks.

RE: Calculation Periods and Duration from start and end dates

Hi Julia,

This is a very good question.

While we can do lookups (Drop downs) using custom Fields we can not use the Vlookup function from Excel.

I think I'm aware of the Excel Gantt Planner you are referring to.

Once I've Exported/Copied the Project Data into Excel, I would write a Vlookup to pull the Period number from a date table.

I've attached an Excel File with an example lookup so you
can "Convert" the data into Periods/Weeks

Kind regards

Richard Bailey
Microsoft Certified Trainer

Best STL - https://www.stl-training.co.uk
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Attached files...

Period Lookup.xlsx

Wed 7 Sep 2016: Automatically marked as resolved.


 

MS Project tip:

Set default task type - Project 2010

a. In Project, click on the File tab
b. Select Options from left hand side
c. Click on Schedule to set the scheduling options
d. Set the Default Task type box to your chosen option
i. Generally if you plan/estimate your projects using durations you should use fixed duration, and untick the box New tasks are effort driven, if you plan/estimate with person hours use fixed work, or for plans estimated with the proportion of resources time use fixed units, and untick the box New tasks are effort driven)
e. Click OK to apply your changes

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