Creating a new schedule quality check
Quality checks are library objects. You create and edit them in the same way as other library objects.
To create a new schedule quality check:
- Open Library Explorer.
- Open the Quality Check library. All existing schedule quality checks appear in the list view.
- Right-click a blank area of the list view and select New Quality Check. A new schedule quality check is created.
You can also create new schedule quality checks by right-clicking a blank part of the Quality Checks pane and selecting New Quality Check from the menu that appears. - Enter a name for the schedule quality check in the Name column and press ENTER.
- Right-click the schedule quality check and select Properties. The Quality Check Properties dialog appears.
- Click the Details tab.
- In the Weighted total fail boundary field, enter the percentage that constitutes a fail for the schedule quality check as a whole. When you execute a schedule quality check, a weighted total percentage for the quality check as a whole is calculated. If the weighted total percentage is less than the fail boundary that you enter here, the quality check as a whole is shown to have failed.
- In the Weighted total pass boundary field, enter the percentage that constitutes a pass for the schedule quality check as a whole. When you execute a schedule quality check, a weighted total percentage for the quality check as a whole is calculated. If the weighted total percentage is greater than or equal to the pass boundary that you enter here, the quality check as a whole is shown to have passed.
- The Metrics field lists the quality metrics you can include in a schedule quality check. Click the check box to the left of a quality metric to include it in the quality check, or clear the check box to exclude a quality metric from the quality check.
Available quality metrics
Schedule quality metrics:
- Rescheduled correctly.
- Critical activities.
- Detail.
- All activities resourced or costed.
- Unique names.
- Invalid dates.
- Unique task IDs.
Logic quality metrics:
- Link logic.
- Critical path test.
- Link logic density.
- Lags.
- Leads.
- Merge hotspot.
- Finish to Start links lead / lag.
- Logic type.
- Link activity finishes.
Constraints quality metrics:
Float quality metrics:
Baseline conformity quality metrics:
Deprecated feature quality metrics:
- Use the fields to the right to specify the settings for each metric. The fields that appear to the right depend on the type of metric that is selected:
- In the Weighting field, enter the factor by which the quality metric should be multiplied to affect its impact on the weighted total result of the quality check - an indication of whether the quality check as a whole has passed or failed. For example, enter 2.00 to double a metric's impact, or 0.50 to halve it; a weighting of zero would mean that the metric had no effect on the weighted total result. Giving those metrics in which you are most concerned a higher weighting than other metrics increases their impact on the weighted total result.
- For quality metrics that must be compared against a given duration, enter the duration in the Duration field.
- For quality metrics that must be compared against a given number, enter the number in the Count field.
- For the 'link logic' quality metric, specify whether you want to exclude the start and finish tasks in a project using the Start / finish activities check box. If the scope of a quality check is the entire project - from start to finish - it makes sense to do this, as if you include the start and finish tasks in this quality metric, they will fail the metric even though they are correctly linked.
- For the 'link activity finishes' quality metric, specify whether you want to exclude the finish task in a project using the Allow finish activity check box. If the scope of a quality check is the entire project - from start to finish - it makes sense to do this, as if you include the start and finish tasks in this quality metric, they will fail the metric even though they are correctly linked.
- In the Pass boundary field, enter the percentage - or number, for quality metrics involving ratios - that signifies a "pass". For example, if you enter a pass boundary of 90%, the project is judged to have passed this quality metric if 90% or more of all tasks meet the metric description.
- In the Fail boundary field, enter the percentage - or number, for quality metrics involving ratios - that signifies a "fail". For example, if you enter a fail boundary of 40%, the project is judged to have failed this quality metric if 40% or less of all tasks meet the metric description.
- Click the Scope tab.
- Select the check boxes to the left of the charts and summary groups that you want to include in the schedule quality check. Selecting a chart or summary group selects the entire branch that leads off the chart or summary group automatically.
- Select the Include fully completed tasks check box to include tasks that are 100% complete in the schedule quality check, or clear the check box to exclude them.
- Select the Include milestones check box to include milestones in the schedule quality check, or clear the check box to exclude them.
- In the Results field, specify the way in which the results from individual charts and summary groups are presented:
- Select 'Combine result from selected scope' to join the results for each selected chart and summary group into a single value for each quality metric.
- Select 'Separate results for each chart scope' to group the results by chart or summary group and display a separate entry for each quality metric for each chart or summary group.
- Click Close.
Introduction to schedule quality checking
Executing a schedule quality check
Understanding the results of a schedule quality check
Using the Quality Checks pane to review quality check results
Sharing quality metric settings between quality checks and projects