Step 5: Change the Health indicator based on statusĪs you prepare for your next portfolio review or program status meeting, you can use this program dashboard to quickly communicate each project’s status in the portfolio. Any dependencies between the projects as necessary.Project Duration (which calculates the project finish).However, I’ve found for displaying program or portfolio health with timelines, creating a separate MS Project file is easier.įor a typical program or set of projects in the portfolio, I recommend entering the following data: You could role up all the project schedules to provide more detailed reporting. Please note the the individual tasks existing in a different MS Project plan. In this example, every project in your program or portfolio will be represented as a single task in the portfolio. The next step is to enter the projects or work streams into the dashboard. Remember to assign the yellow and green colors as appropriate.īy following these first three steps, you’ve created a set of customized fields that will change the color of the Gantt Chart bar, depending on the Red, Yellow, or Green status. Repeat the step for Yellow and Green and assign Flag2 and Flag3 respectively. Change the Show For … Tasks field to the Flag1 field. On the Red row, click the Color drop-down menu and change it to Red.Ĥ. Otherwise, another style can overwrite your custom style if the Show For … Tasks criteria matches.ģ. The Bar Styles are processed in a hierarchical order so you need to move these styles to the bottom. Insert three rows and name the rows Red, Yellow, and Green at the bottom of the Bar Styles box In this example, we will add three new bar styles to match the Health indicator and the three flags.Ģ. You can modify the Gantt chart bar styles to suite your preferences. The next step is to create the specific Red, Yellow, and Green Gantt chart bar styles that will align to the graphical indicator color. Step 3: Create Red, Yellow, and Green bar styles Once you see the Late, At Risk and On Target columns change when the Health indicator changes, go ahead and hide the Late, At Risk and On Target columns. Click the Flag3 field, click the Formula button, and enter the formula: IIf(='Green',Yes,No)īy changing the Health graphical indicator field, the Flag1, Flag2, or Flag3 columns will change from No to Yes as appropriate.ġ1. Click the Flag2 field, click the Formula button, and enter the formula: IIf(='Yellow',Yes,No)ĩ. Select the Flag1 field, click the Formula button, and enter the formula: IIf(='Red',Yes,No)Ĩ. Right-click the Flag1 field and select Customize Field.ĥ. Insert three custom flags in the Gantt Chart view.
Step 2: Create the Late, At Risk, and On Target fieldsġ. The next step is to modify custom flag fields based on the Health indicator. Add a red, yellow, and green Image indicator.īy inserting the Health field into the Gantt Chart view, you can select from the Red, Yellow, or Green drop-down values, and the appropriate traffic light will be displayed. Add three tests for the Health field by entering “equals” and Red, Yellow, and Green for the appropriate value. Click the Rename button and name the field Health.ĥ. Right-click the Text30 field and select Customize Fields.ģ.
In this example, I use Text30 however, you can use any unused Text field in Microsoft Project.Ģ. You need to modify an existing Text field with three valid values: Red, Yellow, and Green. The first step is to customize an available Text field to display the “traffic light” graphical indicator.
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