Projects by priority

[dawnm80764413]

I'm wanting to learn how to add logic to setup/projects or requests, so they will display or show priority when a request is submitted. I don't want the user to add what they think their project priority is, but some sort of logic that notifies the traffic coordinator of the priority. I hope this makes sense. Thanks for your help. Dawn Dawn Miller Graphic Design Manager Children's Mercy Kansas City

[TerryHy]

We apply weighted fields to some of our Projects to help indicate priority. Use Case #1: For Web projects, we have a calculated field on the issue Custom Forms to help prioritize the backlog. On the Custom Form, the field calculates the sum of three fields divided by another field to arrive at a score for a Project, which then informs the priority for the team. For the fields that make up the calculated field, we assigned a value to each choice in the field. For example: Name of Field: ABC Choice A = value of 1 Choice B = value of 2 Choice C = value of 4 Name of Field: XYZ Choice A = value of 2 Choice B = value of 4 Choice C = value of 6 Name of Field: ABYZ Choice A = value of 1 Choice B = value of 3 Choice C = value of 8 Etc. (These values are 'hidden'; the individuals answering/going through the fields on the custom form, just see the choices, not the associated values.) The calculation for the calculated field looks like this: ROUND(SUM(ABC,XYZ/ABYZ,2) Use Case #2: For Strategy projects, we added a calculated column to Project Views and Reports that uses text mode to calculate a "weighted priority" score for each Project. For this, it is a calculation of five fields. For the five fields, we assigned a value to each choice in the field (like the above examples). When the view (or report) renders, the column populates with a weighted score, which then helps to inform priority. The text mode calculation looks like this: displayname=Weighted Priority textmode=true valueexpression=ROUND(SUM({DE:ABC},{DE:XYZ},{DE:MNO},{DE:PQR}, {DE:FQQ}),2) valueformat=customNumberAsString (The DE: designates custom fields on our custom forms. So, DE:ABC refers to the "ABC" custom field on the custom form.) Hope this helps out some. Terry Hynd EBSCO Information Services

[Doug_Den_Hoed__AtAppStore]

Very cool Terry, We did something very similar a few years ago, and took it even further, which those looking for advanced Portfolio Optimization might find interesting: With each unique Project Score in hand (which ranged from 11 to 99, 99 being most important), and Each Project being assigned to a Portfolio We used our "http://store.atappstore.com/product/ubercalc/">UberCalc solution to calculate the Average Project Score of all Current Projects within a Portfolio UberCalc stored each Average Project Score on a custom form behind its respective Portfolio (nightly) We created a Project Portfolio Ranking calculated parameter at the Project Level and compared the Portolio.Average Project Score against the Project Score and resolved it as either Green (more than 10% above average), Red (less than 10% below average), or Yellow (+/- 10% of Average) We also used our "http://store.atappstore.com/product/force-custom-data-double-recalc/">Double-Recalc Custom Parameter Values solution to ensure the calcs stayed "fresh" every night We added conditional formatting to our Project Views to highlight each Project's row's bacground according to its Green/Yellow/Red UberCalc also updated the name of each Project to prefix its score (e.g. "85 ~ Project G", "66 ~ Project Q", etc.), and the name of each Portfolio to prefix its Average Project Score (e.g. "74 ~ Portfolio X", "68 ~ Portfolio Y") Doing so allowed us to create reports that could be easily sorted by Portfolio Name (Descending), Project Name (Descending), WITH the green/yellow/red row highlighting, making it intuitive, transparent, and efficient for executives to review the highest scoring Projects within the highest scoring Portfolios, AS the data changed each day We considered adding a Minimum Project Score at the Company Level to make it easier to highlight In/Out Projects (but held off) In concept, other Project metrics (e.g. On Time, Over Budget, etc.) could also be worked into the Score equations Thanks for reminding me about this one: it's powerful! Regards, Doug Doug Den Hoed - AtAppStore Got Skills? Lend a hand! https://community.workfront.com/participate/unanswered-threads