Entering Phase information in Gantt view, linking to Resource Usea

N

Nerimo

In my Gantt, I have 5 phases of work. I would like to add a column that will
assign those phases for each task - for example:

Phase column Task Name
Phase 1 Project kick off
Phase 1 Project Charter creation
Phase 1 Project Team resource plan

Phase 2 Create Product A
Phase 2 Create Product A - plan
Phase 2 Create Product A - draft

Then, I would like the same information in the Phase column to be displayed
against the relevant tasks in the Resource Useage view, so that I know which
tasks are in which phase when I am looking at that view.
I can't seem to find a column that will allow me to enter such data, link
the data to the task name, and then display it in the Resource View Sheet. I
tried using the Text1 field in the Gantt view, but then the Text 1 field in
the Resource Uaseage View was a different, new field.
 
R

Rod Gill

Hi,

Correct, task fields cannot be displayed in the Resource Usage View. You
would be able to see the Phase field in the Task Usage view however. Your
options are to export data to Excel using the Analyze timescaled data in
Excel add-in (see Help for details) or create a VBA Macro to create your
report in Excel.

--

Rod Gill
Microsoft MVP for Project

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

Nerimo

Thanks for the help. I was hoping that there might be an option to create a
customized view that included the column from the Gantt view in the Resource
Useage View. I particularly want to avoid exporting anything to Excel. I
wonder if this is not possible?
Thanks!!
 

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