I’m reaching out to see if anyone else has had the need to do this and has come up with a solution:

Our projects have various milestones based on strategy. All projects have a “Define” and “Close out” phase but the middle phases are different based on what the strategy of the project is. In the close out phase, the invoices are being paid, paperwork is being completed, etc. We consider the project “Completed” for the client prior to the Close out phase and we need to measure if we are completing these projects on time or not. I’ve asked a consultant to pull in the baseline variance calculation for the milestone that falls before the Close out phase (this milestone won’t always have the same name as we use templates based on strategy so they do vary). I’m told they cannot create a workflow rule to pull in the baseline variance calculation of the milestone before closeout because there is not a dependency between the two milestones. 

Has anyone come up with a creative way to measure if a project has been delivered on time or not by looking at the baseline due date and actual end date but excluding the last phase of the project in the calculation/report? The due date will auto populate to include my close out phase and I’d like to exclude it completely.

Thank you in advance!