Custom Workflow 12: No Baseline – Red – Yellow – Green - Overdue – Complete

Custom Workflow 12: No Baseline – Red – Yellow – Green - Overdue – Complete

This workflow is based on the following statuses:

If the task has no estimated Baseline Start or Baseline Finish date, i.e. originally scheduled start and finish dates for the task, the task is marked with status "No Baseline".

If you schedule tasks into the future, your tasks can be marked with the following statuses: Red, Yellow and Green. You can add such custom fields to track the progress of your scheduled tasks and projects:

• Baseline Start
• Baseline Finish
• Baseline Duration

Task Status "Red" is displayed for tasks with Baseline Start and Baseline Finish dates and if these tasks are planned to be completed more than 10% late than Baseline Duration of the project.

Task Status "Yellow" shows that task has Baseline Start and Finish Date and is estimated to be accomplished less than 10% late based on Baseline Duration of the whole project.

Task Status "Green" means that the tasks are scheduled to be completed timely or earlier based on Baseline Duration of the whole project.

Tasks with Status "Overdue" shows that the task wasn’t completed until its Finish Date or Due Date and it cannot undergo further changes in the schedule. You need to complete this task as soon as possible.

Task Status "Complete" shows that the task was completed and no further schedule improvements are possible.

To create custom workflow using the statuses described above, please follow the steps below:

1.      Go to: Tools/Custom workflow

2.      Click "New Workflow"   button

3.      In Name field enter custom field name, for example, "Workflow 12".

4.      Click "Ins" button, enter the status name "No Baseline" in Name field and click "Ok" button.

5.      Click "Ins" button, enter the status name "Red" in Name field and click "Ok" button.

6.       Click "Ins" button, enter the status name "Yellow" in Name field and click "Ok" button.

7.      Click "Ins" button, enter the status name "Green" in Name field and click "Ok" button.

8.      Click "Ins" button, enter the status name "Overdue" in Name field and click "Ok" button.

9.      Click "Ins" button, enter the status name "Complete" in Name field and click "Ok" button.

Task statuses of Custom Workflow 12 on Task Tree