Customizing view in Project Central

J

John Hayter

My boss wants to see the Resources assigned to each project in the
Project Center Summary view in Project Web Access. I realize this is
not as easy as you'd think.

So far I've:

1. Checked out Global Enterprise Template.
2. Gone Tools - Customize - Enterprise Fields
3. Selected a Project Field of Type Text (Enterprise Project Text1)
4. Assigned a Formula to this field: [Resource Names]
5. Saved everything and checked it in.

In Project Web Access, I customized the Summary view, adding my new
Custom Field. And it's sitting there empty.

I tried republishing a couple of projects - no joy, still no values.
And when I add the field to a view in Project Professional, I'm
getting a #ERROR instead of the resource names.

I'm probably being dim. Can anyone help me?
 
D

David Gage - Project MVP

I am not positive and you would probably need to do more testing to be sure.
However, I think the problem could be that you are mixing data types of
project and resources and Project may not know how to bring those together.

One alternative that I can think of is to create some VBA code that will go
through each resource on the project and store the value in a custom text
field.

However, I question if the Project Center is the appropriate place for this
information. Unless you only have a few resources assigned to each project,
you won't be able to see all of the resources assigned to a project.
 
J

John Hayter

David,

You're right to question if Project Center is the place, but we're a
small team, and typically no more than two resources are assigned to
one project.

VBA is something I'd rather not get into - anyone else got any
suggestions?

David Gage - Project MVP said:
I am not positive and you would probably need to do more testing to be sure.
However, I think the problem could be that you are mixing data types of
project and resources and Project may not know how to bring those together.

One alternative that I can think of is to create some VBA code that will go
through each resource on the project and store the value in a custom text
field.

However, I question if the Project Center is the appropriate place for this
information. Unless you only have a few resources assigned to each project,
you won't be able to see all of the resources assigned to a project.

--
David Gage
Microsoft Project MVP
QuantumPM

John Hayter said:
My boss wants to see the Resources assigned to each project in the
Project Center Summary view in Project Web Access. I realize this is
not as easy as you'd think.

So far I've:

1. Checked out Global Enterprise Template.
2. Gone Tools - Customize - Enterprise Fields
3. Selected a Project Field of Type Text (Enterprise Project Text1)
4. Assigned a Formula to this field: [Resource Names]
5. Saved everything and checked it in.

In Project Web Access, I customized the Summary view, adding my new
Custom Field. And it's sitting there empty.

I tried republishing a couple of projects - no joy, still no values.
And when I add the field to a view in Project Professional, I'm
getting a #ERROR instead of the resource names.

I'm probably being dim. Can anyone help me?
 
D

Dale Howard

John --

David Gage is correct that your boss will not be able to see resource
assignments in the Project Center view. The reason is that resources are
assigned at the task level, and not at the summary task level. The
information that is seen in any Project Center view is derived from a
special summary task called the Project Summary Task, also known as "Row 0"
or "Task 0". The Project Summary Task does not and will not contain
resource information.

On the other hand, the View Resource Assignments page contains what your
boss wants to see. To apply this page, your boss should do the following:

1. Log into PWA
2. Click the Resources menu to display the Resource Center page
3. In the sidepane on the left, click the "View resource assignments" link
4. Click the "All assignments" link in the sidepane
5. Click the "Filter, Group, Search" tab at the top of the page
6. Set the "Group by" option to "Project"
7. Set the "Then by" option to "Resource"
8. Click the "View Options" tab at the top of the page
9. Set the "Show" option to "Level 2"
10. Click the "View Options" tab again to hide the section

Now your boss will be able to see each project, plus each resource assigned
to the project. In addition, if your boss elects to do so, he/she will be
able to also see each task to which the resources are assigned. It's a
little more work, I know, but I believe this is what your boss wants. Hope
this helps.




John Hayter said:
David,

You're right to question if Project Center is the place, but we're a
small team, and typically no more than two resources are assigned to
one project.

VBA is something I'd rather not get into - anyone else got any
suggestions?

"David Gage - Project MVP" <[email protected]> wrote in message
I am not positive and you would probably need to do more testing to be sure.
However, I think the problem could be that you are mixing data types of
project and resources and Project may not know how to bring those together.

One alternative that I can think of is to create some VBA code that will go
through each resource on the project and store the value in a custom text
field.

However, I question if the Project Center is the appropriate place for this
information. Unless you only have a few resources assigned to each project,
you won't be able to see all of the resources assigned to a project.

--
David Gage
Microsoft Project MVP
QuantumPM

John Hayter said:
My boss wants to see the Resources assigned to each project in the
Project Center Summary view in Project Web Access. I realize this is
not as easy as you'd think.

So far I've:

1. Checked out Global Enterprise Template.
2. Gone Tools - Customize - Enterprise Fields
3. Selected a Project Field of Type Text (Enterprise Project Text1)
4. Assigned a Formula to this field: [Resource Names]
5. Saved everything and checked it in.

In Project Web Access, I customized the Summary view, adding my new
Custom Field. And it's sitting there empty.

I tried republishing a couple of projects - no joy, still no values.
And when I add the field to a view in Project Professional, I'm
getting a #ERROR instead of the resource names.

I'm probably being dim. Can anyone help me?
 
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