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How to Make Calculation Options Work in Microsoft Project

ms project tips and trick - how to make calculations workWhy Do Calculation Options in MS Project – Move End of Completed Parts…Not Work?

These new functions were introduced in Microsoft Project 2002 intended to assist schedulers to place the new tasks as they are added to the schedule in a logical position with respect to the Status Date. This function is difficult to use and some practice is required to make it work properly.

Here are some tips if you are unable to get it to work:

  • Select the Tools, Options…, Calculation tab and these options are found under the Calculation options for ‘Project Name’:
  • If the Status Date has not been set then the Current Date is used.

For all these options to operate all four of the following parameters must be met:

  • The Split in-progress tasks option in the Schedule tab must be checked, and
  • The required option on the Calculation tab must be checked before the task is added or edited, and
  • The Updating task status updates resource status option on the Calculation tab must be checked, and
  • The Task MUST NOT BE assigned Task Duration Type of Fixed Duration.
  • These options may NOT be turned on and off to recalculate all tasks. The options only work on new tasks when they are added to a schedule or when a task is updated by changing the % Complete.
  • This function will ignore constraints even when the Schedule Option Tasks will always honor their constraint dates has been set.
  • This function may not be applied to existing schedules, but only to new tasks if the options are set before the tasks are added or when a task % Complete is updated.

This function has some restrictions:

  • Existing schedules may not be opened and the function applied.
  • When the Move start of remaining parts before status date forward to status date is used, it will change any Actual Start date that you have entered prior to entering a % Complete. Changing an Actual Date is not a desirable event.

Note: This option should be used with caution and users should ensure they fully understand how this function operates by statusing a simple practice schedule multiple times.

Paul Harris writes training manuals for MS Project and Primavera P6 and Delivers Project Management Training Courses Throughout Australia and the world.  His books are available on Amazon and Kindle.

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