filtering projects linked to resource pool

D

ddrjbrown

I have several project plans linked to a resource pool. I only want to report
on certain plans and not all of them. How is this possible without having to
unlink the plans I dont want to report on?

Thanks in advance
 
J

JulieS

Hello ddrjbrown,

Try filtering on the [Project] field to temporarily remove any tasks
from the selected project from the consolidated view.

I hope this helps. Let us know how you get along.

Julie
Project MVP

Visit http://project.mvps.org/ for the FAQs and additional
information about Microsoft Project
 
D

ddrjbrown

Thanks Julie, problem is that the project field just contains the name of the
resource pool file. it doesnt contain the names of the linked files

JulieS said:
Hello ddrjbrown,

Try filtering on the [Project] field to temporarily remove any tasks
from the selected project from the consolidated view.

I hope this helps. Let us know how you get along.

Julie
Project MVP

Visit http://project.mvps.org/ for the FAQs and additional
information about Microsoft Project

ddrjbrown said:
I have several project plans linked to a resource pool. I only want
to report
on certain plans and not all of them. How is this possible without
having to
unlink the plans I dont want to report on?

Thanks in advance
 
J

JulieS

Hi,

If you look at the Resource Usage view in the pool file and add the
Project field, you will see the name of the project that each
assignment comes from. I was assuming you wanted to only show
certain assignments from certain project files.

I hope this helps clarify. If not, please post more specific
details about what view you are working with and what information
you wish to see in the view.

Julie

ddrjbrown said:
Thanks Julie, problem is that the project field just contains the
name of the
resource pool file. it doesnt contain the names of the linked
files

JulieS said:
Hello ddrjbrown,

Try filtering on the [Project] field to temporarily remove any
tasks
from the selected project from the consolidated view.

I hope this helps. Let us know how you get along.

Julie
Project MVP

Visit http://project.mvps.org/ for the FAQs and additional
information about Microsoft Project

message
I have several project plans linked to a resource pool. I only
want
to report
on certain plans and not all of them. How is this possible
without
having to
unlink the plans I dont want to report on?

Thanks in advance
 
D

ddrjbrown

Hi Julie

Thanks for your help. I have a dozen projects for instance and I only want
to look at the information (in total) for say 7 of those projects as the
information gathered for the others is not very accurate. Therefore,
selecting one at a time is not going to give me what I want as I want to
review the resource across the 7 projects in total, I would like to view the
overallocation to those 7 projects and be abe to drill down in it as I can in
the resource usage vew. But, I dont want the other 5 projects included in my
view.

So, I am trying to select only certain projects but look at all tasks across
those certain projects together.


JulieS said:
Hi,

If you look at the Resource Usage view in the pool file and add the
Project field, you will see the name of the project that each
assignment comes from. I was assuming you wanted to only show
certain assignments from certain project files.

I hope this helps clarify. If not, please post more specific
details about what view you are working with and what information
you wish to see in the view.

Julie

ddrjbrown said:
Thanks Julie, problem is that the project field just contains the
name of the
resource pool file. it doesnt contain the names of the linked
files

JulieS said:
Hello ddrjbrown,

Try filtering on the [Project] field to temporarily remove any
tasks
from the selected project from the consolidated view.

I hope this helps. Let us know how you get along.

Julie
Project MVP

Visit http://project.mvps.org/ for the FAQs and additional
information about Microsoft Project

message
I have several project plans linked to a resource pool. I only
want
to report
on certain plans and not all of them. How is this possible
without
having to
unlink the plans I dont want to report on?

Thanks in advance
 
M

Mike Glen

Hi ddrjbrown,

Why not create a new master with just those 7 projects?

Hope this helps - please let us know how you get on :)

Mike Glen
MS Project MVP
See http://tinyurl.com/2xbhc for my free Project Tutorials



ddrjbrown said:
Hi Julie

Thanks for your help. I have a dozen projects for instance and I only want
to look at the information (in total) for say 7 of those projects as the
information gathered for the others is not very accurate. Therefore,
selecting one at a time is not going to give me what I want as I want to
review the resource across the 7 projects in total, I would like to view
the
overallocation to those 7 projects and be abe to drill down in it as I can
in
the resource usage vew. But, I dont want the other 5 projects included in
my
view.

So, I am trying to select only certain projects but look at all tasks
across
those certain projects together.


JulieS said:
Hi,

If you look at the Resource Usage view in the pool file and add the
Project field, you will see the name of the project that each
assignment comes from. I was assuming you wanted to only show
certain assignments from certain project files.

I hope this helps clarify. If not, please post more specific
details about what view you are working with and what information
you wish to see in the view.

Julie

ddrjbrown said:
Thanks Julie, problem is that the project field just contains the
name of the
resource pool file. it doesnt contain the names of the linked
files

:

Hello ddrjbrown,

Try filtering on the [Project] field to temporarily remove any
tasks
from the selected project from the consolidated view.

I hope this helps. Let us know how you get along.

Julie
Project MVP

Visit http://project.mvps.org/ for the FAQs and additional
information about Microsoft Project

message
I have several project plans linked to a resource pool. I only
want
to report
on certain plans and not all of them. How is this possible
without
having to
unlink the plans I dont want to report on?

Thanks in advance
 
D

Dave

Or use a flag field to facilitate filtering for just the projects of
interest.

Mike said:
Hi ddrjbrown,

Why not create a new master with just those 7 projects?

Hope this helps - please let us know how you get on :)

Mike Glen
MS Project MVP
See http://tinyurl.com/2xbhc for my free Project Tutorials



ddrjbrown said:
Hi Julie

Thanks for your help. I have a dozen projects for instance and I only
want
to look at the information (in total) for say 7 of those projects as the
information gathered for the others is not very accurate. Therefore,
selecting one at a time is not going to give me what I want as I want to
review the resource across the 7 projects in total, I would like to
view the
overallocation to those 7 projects and be abe to drill down in it as I
can in
the resource usage vew. But, I dont want the other 5 projects included
in my
view.

So, I am trying to select only certain projects but look at all tasks
across
those certain projects together.


JulieS said:
Hi,

If you look at the Resource Usage view in the pool file and add the
Project field, you will see the name of the project that each
assignment comes from. I was assuming you wanted to only show
certain assignments from certain project files.

I hope this helps clarify. If not, please post more specific
details about what view you are working with and what information
you wish to see in the view.

Julie

Thanks Julie, problem is that the project field just contains the
name of the
resource pool file. it doesnt contain the names of the linked
files

:

Hello ddrjbrown,

Try filtering on the [Project] field to temporarily remove any
tasks
from the selected project from the consolidated view.

I hope this helps. Let us know how you get along.

Julie
Project MVP

Visit http://project.mvps.org/ for the FAQs and additional
information about Microsoft Project

message
I have several project plans linked to a resource pool. I only
want
to report
on certain plans and not all of them. How is this possible
without
having to
unlink the plans I dont want to report on?

Thanks in advance
 
J

JulieS

Hello ddrjbrown,

Mike Glen has made a suggestion that may work -- simply create a new
master with just the seven projects in question.

I was able to work with a scenario similar to what you describe
using the Resource Usage view in the pool and a custom autofilter.
I simply opened the pool file with the first option (Read-only) and
displayed the Resource Usage view. The view shows all resources in
the pool and indented under each resource is that resources
assignments to the different tasks in the multiple project files. I
have created three similar projects (Europe Travel, Russia Travel,
and Asia Travel) all sharing resources from the pool file. I added
the Project field to the Resource Usage view and then turned on
Autofilters (Project > Filtered for > Autofilters).

I wanted to look at the assignments for only two of the three sharer
files - Europe Travel and Asia Travel. In the Project field I
selected "Custom" and created a custom autofilter of:

Show row where Project contains Europe
OR
Show row where Project contains Asia

All assignments in the project file for Russia Travel were excluded
from the view. I can now review assignments for only the two
projects I am interested in. I do want to note that resources who
were overallocated due to the Russia travel project still show as
overallocated in the filtered view -- as they were still assigned.

Another option is to open the Resource pool read-only and
temporarily break the link to the files you are not interested in
viewing. From the pool file, choose Tools > Resource Sharing >
Share Resources. In the Share Resources dialog, select the file to
temporarily disconnect and choose Break Link. Repeat as needed to
show only the information from selected projects. On exiting, don't
save the Resource pool (it's open read-only). When you re-open the
pool, all sharer projects should still be attached.

I hope this helps.

Julie

ddrjbrown said:
Hi Julie

Thanks for your help. I have a dozen projects for instance and I
only want
to look at the information (in total) for say 7 of those projects
as the
information gathered for the others is not very accurate.
Therefore,
selecting one at a time is not going to give me what I want as I
want to
review the resource across the 7 projects in total, I would like
to view the
overallocation to those 7 projects and be abe to drill down in it
as I can in
the resource usage vew. But, I dont want the other 5 projects
included in my
view.

So, I am trying to select only certain projects but look at all
tasks across
those certain projects together.


JulieS said:
Hi,

If you look at the Resource Usage view in the pool file and add
the
Project field, you will see the name of the project that each
assignment comes from. I was assuming you wanted to only show
certain assignments from certain project files.

I hope this helps clarify. If not, please post more specific
details about what view you are working with and what information
you wish to see in the view.

Julie

message
Thanks Julie, problem is that the project field just contains
the
name of the
resource pool file. it doesnt contain the names of the linked
files

:

Hello ddrjbrown,

Try filtering on the [Project] field to temporarily remove any
tasks
from the selected project from the consolidated view.

I hope this helps. Let us know how you get along.

Julie
Project MVP

Visit http://project.mvps.org/ for the FAQs and additional
information about Microsoft Project

message
I have several project plans linked to a resource pool. I
only
want
to report
on certain plans and not all of them. How is this possible
without
having to
unlink the plans I dont want to report on?

Thanks in advance
 
D

ddrjbrown

Thanks Julie, thats pretty close to what I am after

JulieS said:
Hello ddrjbrown,

Mike Glen has made a suggestion that may work -- simply create a new
master with just the seven projects in question.

I was able to work with a scenario similar to what you describe
using the Resource Usage view in the pool and a custom autofilter.
I simply opened the pool file with the first option (Read-only) and
displayed the Resource Usage view. The view shows all resources in
the pool and indented under each resource is that resources
assignments to the different tasks in the multiple project files. I
have created three similar projects (Europe Travel, Russia Travel,
and Asia Travel) all sharing resources from the pool file. I added
the Project field to the Resource Usage view and then turned on
Autofilters (Project > Filtered for > Autofilters).

I wanted to look at the assignments for only two of the three sharer
files - Europe Travel and Asia Travel. In the Project field I
selected "Custom" and created a custom autofilter of:

Show row where Project contains Europe
OR
Show row where Project contains Asia

All assignments in the project file for Russia Travel were excluded
from the view. I can now review assignments for only the two
projects I am interested in. I do want to note that resources who
were overallocated due to the Russia travel project still show as
overallocated in the filtered view -- as they were still assigned.

Another option is to open the Resource pool read-only and
temporarily break the link to the files you are not interested in
viewing. From the pool file, choose Tools > Resource Sharing >
Share Resources. In the Share Resources dialog, select the file to
temporarily disconnect and choose Break Link. Repeat as needed to
show only the information from selected projects. On exiting, don't
save the Resource pool (it's open read-only). When you re-open the
pool, all sharer projects should still be attached.

I hope this helps.

Julie

ddrjbrown said:
Hi Julie

Thanks for your help. I have a dozen projects for instance and I
only want
to look at the information (in total) for say 7 of those projects
as the
information gathered for the others is not very accurate.
Therefore,
selecting one at a time is not going to give me what I want as I
want to
review the resource across the 7 projects in total, I would like
to view the
overallocation to those 7 projects and be abe to drill down in it
as I can in
the resource usage vew. But, I dont want the other 5 projects
included in my
view.

So, I am trying to select only certain projects but look at all
tasks across
those certain projects together.


JulieS said:
Hi,

If you look at the Resource Usage view in the pool file and add
the
Project field, you will see the name of the project that each
assignment comes from. I was assuming you wanted to only show
certain assignments from certain project files.

I hope this helps clarify. If not, please post more specific
details about what view you are working with and what information
you wish to see in the view.

Julie

message
Thanks Julie, problem is that the project field just contains
the
name of the
resource pool file. it doesnt contain the names of the linked
files

:

Hello ddrjbrown,

Try filtering on the [Project] field to temporarily remove any
tasks
from the selected project from the consolidated view.

I hope this helps. Let us know how you get along.

Julie
Project MVP

Visit http://project.mvps.org/ for the FAQs and additional
information about Microsoft Project

message
I have several project plans linked to a resource pool. I
only
want
to report
on certain plans and not all of them. How is this possible
without
having to
unlink the plans I dont want to report on?

Thanks in advance
 
J

JulieS

Super. Glad to know you've found a method that will get you mostly
there. Thanks for the feedback.

Julie

ddrjbrown said:
Thanks Julie, thats pretty close to what I am after

JulieS said:
Hello ddrjbrown,

Mike Glen has made a suggestion that may work -- simply create a
new
master with just the seven projects in question.

I was able to work with a scenario similar to what you describe
using the Resource Usage view in the pool and a custom
autofilter.
I simply opened the pool file with the first option (Read-only)
and
displayed the Resource Usage view. The view shows all resources
in
the pool and indented under each resource is that resources
assignments to the different tasks in the multiple project files.
I
have created three similar projects (Europe Travel, Russia
Travel,
and Asia Travel) all sharing resources from the pool file. I
added
the Project field to the Resource Usage view and then turned on
Autofilters (Project > Filtered for > Autofilters).

I wanted to look at the assignments for only two of the three
sharer
files - Europe Travel and Asia Travel. In the Project field I
selected "Custom" and created a custom autofilter of:

Show row where Project contains Europe
OR
Show row where Project contains Asia

All assignments in the project file for Russia Travel were
excluded
from the view. I can now review assignments for only the two
projects I am interested in. I do want to note that resources
who
were overallocated due to the Russia travel project still show as
overallocated in the filtered view -- as they were still
assigned.

Another option is to open the Resource pool read-only and
temporarily break the link to the files you are not interested in
viewing. From the pool file, choose Tools > Resource Sharing >
Share Resources. In the Share Resources dialog, select the file
to
temporarily disconnect and choose Break Link. Repeat as needed
to
show only the information from selected projects. On exiting,
don't
save the Resource pool (it's open read-only). When you re-open
the
pool, all sharer projects should still be attached.

I hope this helps.

Julie

message
Hi Julie

Thanks for your help. I have a dozen projects for instance and
I
only want
to look at the information (in total) for say 7 of those
projects
as the
information gathered for the others is not very accurate.
Therefore,
selecting one at a time is not going to give me what I want as
I
want to
review the resource across the 7 projects in total, I would
like
to view the
overallocation to those 7 projects and be abe to drill down in
it
as I can in
the resource usage vew. But, I dont want the other 5 projects
included in my
view.

So, I am trying to select only certain projects but look at all
tasks across
those certain projects together.


:

Hi,

If you look at the Resource Usage view in the pool file and
add
the
Project field, you will see the name of the project that each
assignment comes from. I was assuming you wanted to only show
certain assignments from certain project files.

I hope this helps clarify. If not, please post more specific
details about what view you are working with and what
information
you wish to see in the view.

Julie

message
Thanks Julie, problem is that the project field just
contains
the
name of the
resource pool file. it doesnt contain the names of the
linked
files

:

Hello ddrjbrown,

Try filtering on the [Project] field to temporarily remove
any
tasks
from the selected project from the consolidated view.

I hope this helps. Let us know how you get along.

Julie
Project MVP

Visit http://project.mvps.org/ for the FAQs and additional
information about Microsoft Project

message
I have several project plans linked to a resource pool. I
only
want
to report
on certain plans and not all of them. How is this
possible
without
having to
unlink the plans I dont want to report on?

Thanks in advance
 

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