Has anyone created a custom column or field that calculated the a specific day after a planned completion date on a task? | Community
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BrittanyB8
Level 3
November 30, 2021
Question

Has anyone created a custom column or field that calculated the a specific day after a planned completion date on a task?

  • November 30, 2021
  • 3 replies
  • 2227 views

I am not sure if this is possible. But we have a meeting that is every Tuesday for business case approvals. I have tasks for our teams to finalize the business cases to be presented at the meeting. I currently have a report that pulls that task so we can see how many we have a month, but I would like a column that shows which Tuesday meeting date it will be in after that planned completion date.

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3 replies

R
Community Advisor
Richard_Le_Community Advisor
Community Advisor
November 30, 2021

Hi Brittany,

Not sure if i'm understanding correctly . . . . Is your Tuesday meeting date always the next Tuesday after the planned completion date? Or could it be any Tuesday later in the month?

If it is always the next Tuesday after the planned completion date, you could create a calculated column in your report that will dynamically work out what date the very next Tuesday will be after planned completion. Let me know if this is the case as I have some code I can share that will do this.

If it could be any Tuesday after planned completion, you would need to create a custom form with a date field on it that can be attached to these tasks. This date field could then be added to your report view, where you would be able to manually populate the date of your business case meetings.

Best Regards,

Rich.

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BrittanyB8Author
Level 3
November 30, 2021

Yes, it is always the next Tuesday after the planned completion. I would love a the code! Thank you!

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BrittanyB8Author
Level 3
November 30, 2021

There seems to be some error. I have changed some of the text to add more days. The days are all all work days, would that change the calculations

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MichaelPe1
Level 5
December 13, 2021

Hello, I had a user today ask me if there was a way in a project timeline to make a task default to a Thursday start date. I thought of this thread but I am not sure if it will apply. Basically it's a task for a submission but the submissions always have to happen on a Thursday. So no matter what the predecessor is we would need to make sure that task calculates to the next Thursday. Is there a way to accomplish this?

R
Community Advisor
Richard_Le_Community Advisor
Community Advisor
December 16, 2021

Hi Tracy,

It's not possible to have the start date default to a specific day of the week using native Workfront functionality, but this could probably be achieved using Fusion.

An approach you could take (which I believe is what Brittany does) is create a report that pulls in all submission tasks, and then create a calculated column that displays when the next Thursday would be.

Best Regards,

Rich.

Doug_Den_Hoed__AtAppStore
Community Advisor
Doug_Den_Hoed__AtAppStoreCommunity Advisor
Community Advisor
December 16, 2021

Huh...actually, @Michael Perez‚ and @Richard Leek‚, after some experimenting today, here is . . .

How to Schedule a certain Task (e.g. "Submission") to occur on a particular Weekday (e.g. "Thursday")

- By assigning a Task to a (fake) User tied to a particular Schedule (e.g. "Thursdays 9-5")

- When there isn't enough time to START that task on a particular Thursday (e.g. 1 hour)

- Project > Recalculate Timeline will delay it until the next available window (e.g. Next Thursday)

- Noting that if there is ANY time at all available to Start such a task (e.g. 6 minutes on Thursday)...

- Project > Recalculate Timeline will START it, but "stretch" the duration until there is time on the Schedule to FINISH it (e.g. Next Thursday)

BONUS TIPS: consider setting up such Tasks using Templates, using our Sync Template solution to update such an Assignee across existing Template-based Projects, and using our Force Timeline Recalculation solution to ensure the dates are updated (e.g. nightly)

Thanks for the cool thought exercise!

Regards,

Doug

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