Cross-Project/Sorted To-Do List For Resource

G

GaryGen

I've got multiple projects with a shared Resource Pool. I would like to give
each person a sorted to-do list with their tasks from all projects.

While I'm open to any way to do this, here are the closest things I've found
to what I'm looking for:

The "Who Does What" Resource report (or any Resource Report with the
Schedule option checked) lists all of a resource's tasks. If I could sort
these tasks by Start Date, this would be great. Selecting which columns are
displayed after it is sorted would be even better.

Coming at it as a View, the closest thing I can find is the Resource Form
View. Again, if I could Sort and Select the contents this view, this could be
a viable option.

Another option would be if there is some way to make the Task-based To-Do
list go across projects. Currently, they only appear to display the current
project.

Any help is appreciated. :)
 
J

John

GaryGen said:
I've got multiple projects with a shared Resource Pool. I would like to give
each person a sorted to-do list with their tasks from all projects.

While I'm open to any way to do this, here are the closest things I've found
to what I'm looking for:

The "Who Does What" Resource report (or any Resource Report with the
Schedule option checked) lists all of a resource's tasks. If I could sort
these tasks by Start Date, this would be great. Selecting which columns are
displayed after it is sorted would be even better.

Coming at it as a View, the closest thing I can find is the Resource Form
View. Again, if I could Sort and Select the contents this view, this could be
a viable option.

Another option would be if there is some way to make the Task-based To-Do
list go across projects. Currently, they only appear to display the current
project.

Any help is appreciated. :)

GaryGen,
Because you are dealing with resources and their assignments none of the
sort utilities will work directly. In a report or resource view, sorting
by date will simply sort the resources, not the assignments.

However, with a little VBA you can get what you are after. There are
basically two methods. Within Project VBA can be used in conjunction
with spare fields to set up the parameters for a sort that will respond
to both resources and their assignments. But this method may be a little
limited with respect to formatting the data in the most optimum way. A
second method is to export the information to Excel where it can be
arranged in exactly the format you want.

Another option you might want to look into is the "Multiple Project
Reports" macro posted by fellow MVP Rod Gill. It may or may not provide
what you want. To check it out, go to:
http://www.mvps.org/project/vbacode.htm
and click on the link to Rod's macro.

Hope this helps.
John
Project MVP
 

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