Report on resources for WBS and year

[Guest]

Hi,

I would like to generate a report (or view that I can export to Excel)
that lists
work for resources that work in WBS id x by year.

So I have

1 Summary task X
1.1 Task 1: A 20hrs, B 20hrs
1.2 Task 2: A 0hrs, B 20hrs
1.3 Task 3: A 0hrs, B 20hrs, C 20hrs
2 Summary task Y
2.1 Task 4: A 20hrs, B 20hrs
2.2 Task 5: A 20hrs, B 20hrs

and the the report for WBS X should look like

A 20hrs
B 60hrs
C 20hrs

The one for WBS Y should look like

A 40hrs
B 40hrs

Ideally, the report has more than one column - one for each year.

What sounds simple appears to be more complex in project. At least I
could
not find any article that describes such a report and fiddling around
with
the task usage view has not been successfull, yet. Any hints
appreciated.

Thank you,
Stefan.

 

[Rod Gill]

You could try saving the project in a database (in P2007 use Visual Reports
and the Save Data button) and report from there. Otherwise you are looking
at some VBA code to export relevant data to Excel where a pivot table will
create what you need.

--

Rod Gill
Microsoft MVP for Project - http://www.project-systems.co.nz

Author of the only book on Project VBA, see: http://www.projectvbabook.com

Hi,

I would like to generate a report (or view that I can export to Excel)
that lists
work for resources that work in WBS id x by year.

So I have

1 Summary task X
1.1 Task 1: A 20hrs, B 20hrs
1.2 Task 2: A 0hrs, B 20hrs
1.3 Task 3: A 0hrs, B 20hrs, C 20hrs
2 Summary task Y
2.1 Task 4: A 20hrs, B 20hrs
2.2 Task 5: A 20hrs, B 20hrs

and the the report for WBS X should look like

A 20hrs
B 60hrs
C 20hrs

The one for WBS Y should look like

A 40hrs
B 40hrs

Ideally, the report has more than one column - one for each year.

What sounds simple appears to be more complex in project. At least I
could
not find any article that describes such a report and fiddling around
with
the task usage view has not been successfull, yet. Any hints
appreciated.

Thank you,
Stefan.

__________ Information from ESET Smart Security, version of virus
signature database 5049 (20100422) __________

The message was checked by ESET Smart Security.

http://www.eset.com

__________ Information from ESET Smart Security, version of virus signature database 5049 (20100422) __________

The message was checked by ESET Smart Security.

http://www.eset.com

 

[Guest]

Ok, I'll answer the post myself

http://groups.google.com/group/micr...?lnk=gst&q=view+resource+wbs#317d7f26e912031d

I used a Resource Group and the "Define Group Intervals" on the
grouping dialog box.

Group by WBS, Assignment, Ascending
Then By Name Resource Ascending
[x] Group assignments, not resources

Setting the Group interval to group on "Prefix Characters" and level 5
gives

WBS 1.1.1.*
Name: A hours
Name. B hours
[...]
WBS 1.2.1.*
Name: A hours
Name. B hours
[...]

Plus setting timescale to Years and Years gave me exactly what I
wanted

-Stefan.

 

[Guest]

Ok, I'll answer the post myself

http://groups.google.com/group/micr...?lnk=gst&q=view+resource+wbs#317d7f26e912031d

I used a Resource Group and the "Define Group Intervals" on the
grouping dialog box.

Group by WBS, Assignment, Ascending
Then By Name Resource Ascending
[x] Group assignments, not resources

Setting the Group interval to group on "Prefix Characters" and level 5
gives

WBS 1.1.1.*
Name: A hours
Name. B hours
[...]
WBS 1.2.1.*
Name: A hours
Name. B hours
[...]

Plus setting timescale to Years and Years gave me exactly what I
wanted

-Stefan.