In my previous Microsoft Project 2010 Visual Basic programming tutorial, I demonstrated how to identify missing baseline dates from the project schedule. (Part one of this series covered how to use VBA code to extend the Ribbon UI and create a simple message.) Identifying late tasks in the project schedule is a common task that often requires filtering on baseline dates and sorting percent complete values. I prefer to gain insight into my project with a single click of a button versus setting more filters and views. In this tutorial, I show how to identify all the late tasks in your project schedule with the click of a button (Figure A).
Project schedule with late tasks (Click the image to enlarge.)
The logic includes the following steps:
1. Select the Gantt Chart view and activate the Entry table.
2. Confirm the Project Status date Microsoft Project has been set.
3. For each task in the schedule, check the Baseline Finish date to the Project Status date.
4. If the Baseline Finish date is less than the Project Status date and the Task % Complete is not 100%, then toggle the background color to yellow.
5. Select the 1st row in the schedule when the checking is complete.
To build this custom task field highlighting feature, create the VBA routine as follows in these step-by-step instructions.
Step 1: Add the menu item to the Navigation bar
Using the Visual Basic editor in the Developer tab, I’ll add the Toggle Late Tasks button to the Utilities group that I created in the previous tutorial:
myNavBar = myNavBar + " <mso:button id=""toggleLateFinish"" label=""Toggle Late Finish"" "
myNavBar = myNavBar + "imageMso=""DiagramTargetInsertClassic"" onAction=""ToggleLateFinish""/>"
VBA editor (Click the image to enlarge.)
Step 2: Build the VBA subroutine
In the Visual Basic editor, create a new subroutine called toggleLateFinish and paste the following code:
'Check Project Status Date is set
If ActiveProject.StatusDate = "" Then
MsgBox "Please set the Project Status Date to toggle late tasks"
Dim tsks As Tasks
Dim t As Task
Dim rgbColor As Long
Set tsks = ActiveProject.Tasks
'Switch to Gantt Chart Entry View
ViewApplyEx Name:="&Gantt Chart", ApplyTo:=0
missingBaselineCt = 0
For Each t In tsks
If (Not t Is Nothing) And (Not t.Summary) Then
SelectTaskField Row:=t.ID, Column:="Name", RowRelative:=False
rgbColor = ActiveCell.CellColorEx
'Check for missing baseline and increment counter
If t.BaselineFinish = "NA" Then
missingBaselineCt = missingBaselineCt + 1
If t.BaselineFinish < ActiveProject.StatusDate And t.PercentComplete <> 100 Then
' Check whether the task color is white.
If rgbColor = &HFFFFFF Then
Font32Ex CellColor:=&H66FFFF ' Change the background to yellow.
Font32Ex CellColor:=&HFFFFFF ' Change the background to white.
'change the background to white.
'Selects the top row in the table
SelectRow Row:=0, RowRelative:=False
If missingBaselineCt > 0 Then
MsgBox "There are " & missingBaselineCt & " tasks missing a baseline finish date. Set a baseline date for these tasks for accurate metrics"
Step 3: Save your file and test it
Save the file, close Microsoft Project, and re-open it to test the new Toggle Late Tasks feature (Figure C).
Toggle Late Tasks button
The task name field will toggle between white and yellow background color. You can filter by the Resource Names column (Figure D) to identify all the late tasks, while viewing all the tasks assigned to the filtered resource.
Filter by Resource and Late Finish (Click the image to enlarge.)
In large project schedules with filtered tasks, the project team can lose the context of the task within the overall task hierarchy. The benefit of the approach outlined in this tutorial is that you and your project team can see the late tasks within the context of the overall schedule. Download the sample code for this tutorial, and feel free to experiment with the code to change the color or highlight a different field.
In the final installment in this series, I’ll show how to generate project metrics with Visual Basic programming.