Creating Dashboards for Microsoft Project Server 2010. PerformancePoint Scorecard. Creating Dashboards for Microsoft Project Server 2010. The use of BSC by the organisation will definitely influence the design of the project scorecard, but the project scorecard cannot duplicate the format of the BSC because the information available. Your MS Project file will be your only source for the metrics you need to measure schedule performance. When I try to create a simple dashboard in Microsoft Project 2007 to report program status, I find it lacking. I often need to resort to Microsoft PowerPoint to develop a program or portfolio summary scorecard. Drawing tools such as PowerPoint or Visio become an administrative burden when you need to reproduce project data separately from Microsoft Project. Each week, the drawing elements need to be updated to reflect the project's traffic light summary status of Red, Yellow, or Green in the portfolio or program. After exploring Microsoft Project 2007's formulas and bar styles, I developed a dashboard that displays the colors of the project status by simply changing a custom indicator field in the schedule. This tutorial walks you through how to create the dashboard ( Figure A). Figure A Step 1: Create a custom project status indicator The first step is to customize an available Text field in Microsoft Project to display a traffic light graphical indicator. You will modify an existing Text field with three valid values: Red, Yellow, and Green. Insert the Text29 field. Right-click the Text29 field and select Customize Fields. Click the Rename button and name the field ProjectStatus. Click the Lookup button ( Figure B). Add the values Red, Yellow, and Green. Click the Graphical Indicators button ( Figure C). Add three tests for the Project Status field by entering 'equals' and Red, Yellow, and Green for the appropriate value. Add a red, yellow, and green Image indicator as appropriate. By inserting the ProjectStatus 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. The next step is to modify custom flag fields based on the ProjectStatus indicator. Step 2: Create the Late, AtRisk, and OnTrack fields 1. Insert three custom flags in the Gantt Chart view. I selected Flag1, Flag2, and Flag3. Right-click the Flag1 field and select Customize Field. Rename the Flag1 field to ' Late.' Rename the Flag2 field to ' AtRisk.' Rename the Flag3 field to ' OnTrack.' Select the Flag1 field, click the Formula button, and enter the formula IIf([Text29]='Red',Yes,No) ( Figure D). Click the Flag2 field, click the Formula button, and enter the formula IIf([Text29]='Yellow',Yes,No). Click the Flag3 field, click the Formula button, and enter the formula IIf([Text29]='Green',Yes,No). By changing the ProjectStatus graphical indicator field, the Flag1, Flag2, or Flag3 columns will change from No to Yes as appropriate. Step 3: Create Red, Yellow, and Green bar styles The next step is to create the specific Red, Yellow, and Green Gantt chart bar styles that will align to the graphical indicator color. You can modify the Gantt chart bar styles to suite your preferences. In this example, we will add three new bar styles to match the ProjectStatus indicator and the three flags. Select Format| Bar Styles. Insert three rows and name the rows Red, Yellow, and Green. On the Red row, click the Color drop-down menu and change it to Red. Change the Show For.
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