Generic Resource Substitution

[HCLIFF]

Using a customized Resource sheet, my company builds up a time phased project
budget based upon generic resources. e.g for resource A we have forecasted
40hrs/month for Oct, Nov, & Dec. We've developed 2 custom fields: Total
Forecasted Hrs & Work Remaining (Total Forecasted/(work/60)). Resource A has
120 hrs for Both fields. When I assign the generic resource to Task 1A for
10 hrs; Total Forecasted =120, but Remaining is 110 (work is now 10hrs).
When I substitue a Person for the Resource A on Task 1A, total Forecasted and
Remaining fields return to 120hrs (not what we wanted). Bottomline, the
generic resource is just a bucket of hours. Is there a way, as enterprises
resources are assigned, that the generic resource hours decrease?

Thanks

 

[Jan De Messemaeker]

Hi,

Things would be much simpler to understand and explain if you used the
Project fields (Work and Remaining Work)

Greetings,
--
Jan De Messemaeker
Microsoft Project Most Valuable Professional
+32 495 300 620
For availability check:
http://users.online.be/prom-ade/Calendar.pdf

 

[HCLIFF]

It would be even easier if I could paste a picture of the resource sheet so
you could see my perspective. Nevertheless, imagine a resource sheet (entry
table) with 12 custom fields (each field represents a month). The PM
forecasts how many hours he'll need for a resource over the entire year. The
sum of those hours/month is summed in the Total Forecasted Hrs & the Work
Remaining. When the resource is assigned to a task, those hours assigned
hours become "Work". As a result, the Work Remaining Hrs are reduced
automatically by the amount assigned, but the Total Forecasted Hrs remain
equal to the forecast.

Up to this point Project is working like a charm! When I substitute an
enterprise resource for the generic resource, the Work Remaining field for
the generic resource returns to the amount equal to the Total forecast,
because the generic resource has been unassigned. The impact of this is that
the project budget has been increased by the amount assigned. To correct
this, I had to manually reduce the resource hours in one of the monthly
forecast fields by the amount assigned and transfer that amount of hours to
the enterprise resource monthly forecast field, so that the enterprise Total
Forecast is equal to the Work (assigned hrs) and the remaining work =0.

I was just trying to figure out if there was a way to program the
transferance of hours from generic resource to enterprise resource.

Did I confuse you even more?

The Question

 

[Jan De Messemaeker]

Hi,

No, absolutely not, Crystal clear
And yes,this can definitely be programmed in VBA.
Only, it's a PROGRAM, not a "macro" (word generally used to describe a
procedure with only a few lines of code)
Are you knowledgeable in VBA? I could put you on the way
HTH

--
Jan De Messemaeker
Microsoft Project Most Valuable Professional
+32 495 300 620
For availability check:
http://users.online.be/prom-ade/Calendar.pdf