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Need help to write a Report to capture duration (planned v actual) from project start to a specific task name that contains "Design Lock".

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Need help to write a Report to capture duration (planned v actual) from project start to a specific task name that contains "Design Lock".

  • The task "design lock" is used in all projects, but it's used in different templates has different predecessors.
  • I assume I would run a Task report, but can't find a way to capture a task name, or part of a name.
  • I need to report on planned vs. actual durations from the start of the project to the design lock task.
  • And then if the project is cancelled prior to Design Lock, I would report the actual days completed instead of returning an error.

I am new to reports so any help is appreciated. 

1 Accepted Solution

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Correct answer by
Level 2

@HeatherTe1 

So, there are couple of ways you can find this:
You can run a task report,
 
1) Add filter Task >> Name Contains "Design Lock".
You'll have all the tasks which contains Design Lock
 
2) Now add new column, switch to text mode and calculate the actual & planned difference in days:
 
displayname=Planned Duration (Days)
valueexpression=ROUND(DATEDIFF({plannedCompletionDate},{project}.{plannedStartDate}))
valueformat=HTML
 
another column for actual:
displayname=Actual Duration (Days)
valueexpression=IF(ISBLANK({actualCompletionDate}), ROUND(DATEDIFF($$TODAY,{project}.{actualStartDate}),1), ROUND(DATEDIFF({actualCompletionDate},{project}.{actualStartDate}),1))
valueformat=HTML
 
It will surely deliver you planned duration & actual duration from starting of the project to design lock completion.
 
Another way is:
Add filter of successor / predecessor >> Name contains Design Lock
and apply the same filters as above to get the exact days.
 
Hope this helps! let me know if you have any questions!

View solution in original post

1 Reply

Avatar

Correct answer by
Level 2

@HeatherTe1 

So, there are couple of ways you can find this:
You can run a task report,
 
1) Add filter Task >> Name Contains "Design Lock".
You'll have all the tasks which contains Design Lock
 
2) Now add new column, switch to text mode and calculate the actual & planned difference in days:
 
displayname=Planned Duration (Days)
valueexpression=ROUND(DATEDIFF({plannedCompletionDate},{project}.{plannedStartDate}))
valueformat=HTML
 
another column for actual:
displayname=Actual Duration (Days)
valueexpression=IF(ISBLANK({actualCompletionDate}), ROUND(DATEDIFF($$TODAY,{project}.{actualStartDate}),1), ROUND(DATEDIFF({actualCompletionDate},{project}.{actualStartDate}),1))
valueformat=HTML
 
It will surely deliver you planned duration & actual duration from starting of the project to design lock completion.
 
Another way is:
Add filter of successor / predecessor >> Name contains Design Lock
and apply the same filters as above to get the exact days.
 
Hope this helps! let me know if you have any questions!