Generate To Do List for a Project containing multiple projects

[Annemarie]

When i run the to do list for my combined project in Microsoft Project 2007
the report does not identify which project the task is from. I need to add
the project name to the report. I also want to include the name of the
resource on the report. The to do list filters on a resource but does not
include the name of the resource in the report. Any help for a novice user
much appreciated.

 

[Mike Glen]

Hi Annemarie,

Welcome to this Microsoft Project newsgroup

Reports are based on tables. From the Gantt Chart view, View/Tables:
Entry/More Tables..., select the Entry table and Copy... Give it a new
name. In the dialog click on the next Field Name space and find Project
Enter. Repeat for the Resource Name field, then OK then Close. Now select
the Who Does What report and Edit... In the Table field, select the name of
your new table and OK. That will do the trick, except that the resource
name will be repeated for every task. As an alternative, you could just add
the Resource name to the report's header.

For more details, you might like to have a look at my series on Microsoft
Project in the TechTrax ezine, particularly #24 on customizing reports, at
this site: http://tinyurl.com/2xbhc or this:
http://pubs.logicalexpressions.com/Pub0009/LPMFrame.asp?CMD=ArticleSearch&AUTH=23
(Perhaps you'd care to rate the article before leaving the site,
Thanks.)

FAQs, companion products and other useful Project information can be seen at
this web address: <http://www.mvps.org/project/>

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

Mike Glen
MS Project MVP

 

[Annemarie]

Thank you very much - it worked. I feel like a programmer!!!. Now I need to
modify the filter to show all resources if I do not filter for a particular
resource. In other words I want a to do list for all tasks and all
resources. I also want to modify the layout of the report to fit across one
page.

thanks again

 

[Annemarie]

Dear Mike

I was a bit quick to say it worked. It works for a single project but when
I try to run the to do list from the Master project view (containing multiple
projects) whilst I can see the resource name, resource group and project name
in the table view it does not appear in the to do list. When the filter asks
me to filter for a resource the drop down list is blank. And when I run the
report those fields are blank - the project name appears. Hoping you can
explain

thanks

 

[Mike Glen]

You're welcome, Annemarie

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

 

[Mike Glen]

I think you probably made your amendments in a single project. You need to
copy the new report via Tools/Organizer.../Reports tab to the Global.mpt
file which will make it available to all your projects. You'll need to copy
the table you created as well.

Mike Glen
Project MVP

 

[Annemarie]

I have copied the report and the amended table into the global.mpt.

When I view the amended table in the combined project view I can see the
fields I have added and the information in the fields - Resource name,
Project, Resource Group. so far everything looks fine.

When I run the To Do list (linked to the amended table) the report runs. It
includes the 3 fields in the header information (Resource name, Project,
Resource Group) but the only field containing any information is the Project
field. The report is filtered by resource but when the filter asks me which
resource the drop down list is blank.

Another question - can I edit the design/layout of a report? I want to
change things like the margins and the width of fields on the page to fit all
the columns on the one page.

Regards

Annemarie