How to do a Status Indicator (RYG) roll up by Department?
I've created a project plan where every task has an automated formula to indicate the status (red, yellow or green ball). Each task also has a department associated with it.
For example: Marketing department has 15 tasks that has various red/yellow/green status balls associated with each task.
Is there any way where I can "roll up" all the RYG balls to provide only 1 status indicator for the entire department's task? (Hope I am making sense)
Answers
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Yes, you're making sense! However you'll need to define at what point you see each of the "summary" colours. For example, do you want to see Red any time there's even 1 task with Red? Or when 50% of the tasks are red?
If you define your criteria, we can help you come up with the formula.
- Show Green if:
- Show Yellow if:
- Show Red if:
- Show nothing or other if:
Here are some other Community posts that may help:
- Averaging RGB balls
- Parent RYG(B) status balls automated based on Child status
- Automating Status Balls to Showcase Overall Health
- How to sum up column RGY statuses?
Cheers,
Genevieve
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