20 Custom Filters for Schedule Analysis

Here is a list of my 20 favorite custom filters I use to analyze schedules for completeness, find common scheduling errors, and create custom reports.

Sequencing Logic

1. Tasks without Predecessors

This filter checks for and displays any detailed tasks that do not have a predecessor(s).

Good Practice: Every task and milestone in a schedule (with exception to the first task and summary-level tasks) should be connected to at least one predecessor.

Tasks -Pred

2. Tasks without Successors

This filter checks for and displays any detailed tasks that do not have a successor(s).

Good Practice: Every task and milestone in a schedule (with exception to the last task and summary-level tasks) should be connected to at least one successor.

Tasks -Succ

3. Summary Tasks with Dependencies

This filter checks for and displays any summary-level tasks that have a predecessor and/or successor.

Good Practice: Predecessor(s) and successor(s) should be limited to detailed tasks and milestones only.

Summary +Depend.PNG

4. Out of Sequence Logic

This filter checks for and displays any detailed tasks that have a reported actual start that is before the baseline start. For this filter, I use a custom flag field with the following formula:

IIf([Actual Start]<[Baseline Start],Yes,No)

OOS Logic

5. Manually Scheduled Tasks

This filter checks for any tasks that have a manually scheduled task mode.

Manual.PNG

Constraint Logic

6. Tasks with Hard Start Constraints

This filter checks for and displays any tasks that have a SNET, SNLT, or MSO constraint.

Start Constraint

7. Tasks with Hard Finish Constraints

This filter checks for and displays any tasks that have a FNET, FNLT, or MFO constraint.

Finish Constraint.PNG

8. Tasks with Constraints other than ASAP

This filter checks for and displays any tasks that have a constraint type other than as soon as possible.

Constraint ASAP.PNG

Time Logic

9. Tasks with Lead/Lag Time

This filter checks for and displays any detailed tasks that have lead or lag time applied to the duration.

Lead or Lag.PNG

10. Tasks with Undefined Duration

This filter checks for and displays any detailed tasks that have a duration of “1 day?”.

Undefined Duration.PNG

11. Unassigned Task Calendar

This filter checks for and displays any detailed tasks that do not have a Task Calendar assigned.

No Calendar.PNG

12. Tasks Overlapping FY

This filter checks for and displays any detailed tasks that start or finish after the end of the fiscal year.

Overlapping FY.PNG

13. Critical Duration Tasks

This filter displays any detailed tasks where the duration of the task is greater than XX% of the total duration of the project.

Good Practice: Any task(s) that comprises a significant percentage of the overall duration, as defined by the project, should be considered for further decomposition into smaller tasks.

Total Duration.PNG

Critical Path Logic

14. Single Point of Failure on Critical Path

This filter checks for and displays any detailed tasks on the critical path that have only one assigned resource.

Good Practice: 80/20 rule…If ~20% of the resources are responsible for ~80% of the critical tasks, identify alternate(s) and/or assign more resources.

SPOF on CP.PNG

15. Milestones on Critical Path

This filter checks for and displays any milestones on the critical path.

MS on CP.PNG

Resource Logic

16. Tasks without Resources

This filter checks for and displays any detailed tasks that have no assigned resource(s).

without Resources

17. Summary Tasks with Resources

This filter checks for and displays any summary-level tasks that have assigned resource(s).

Good Practice: Resource allocation should be limited to detailed tasks only.

Summary Resources

Baseline Logic

18. Tasks Not Baselined

This filter checks for and displays any detailed tasks that have not been baselined. For this filter, I use a custom flag field with the following formula:

IIf([Baseline Start]<50000,Yes,No)

Not Baselined.PNG

19. Missing Baseline Info

This filter checks for and displays any detailed tasks that have missing Baseline Start, Baseline Finish, Baseline Duration, Baseline Cost, or Baseline Work information.

Missing Baseline.PNG

Cost

20. Critical Cost Tasks

This filter displays any detailed tasks where the cost of the task is greater than XX% of the total cost of the project.

Critical Cost.PNG

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