grouping question...

[R.Scott Fleming]

I want to be able to find total labor hours per resource type, grouped by a
custom charge#(text1 field) that I assign manually to each task created (see
example shown below)…

I realize that I can find the grouped resources hours by using “Resource
Usage†but note that I can not group them by the charge#(text1 field)…

If I use the Task Usage view, I see that I can group by the charge# but then
can not group by the resource type….

Is this simply because the charge# field is not shared by the same tables?
What am I missing or not understanding…

Example:
Charge#
1-1-1 Contract review (Joe(1hr), Bob(1hr), Joyce(1hr))
1-1-1 Internal kick-off meeting (Mike(1hr), Bob (1hr), Sue (1hr))
2-1-1 Design phase1(Bob(40hrs), Sue(20hrs))
2-1-1 Design phase2 (Joe(8hrs), Bob (4hrs), Sue(2hrs))
2-1-2 Analysis phase1 (Sue(20hrs))
2-1-2 Analysis phase2 (Bob(20hrs), Sue(10hrs),Joyce(5hrs)

Desired grouping info by charge#, by labor resource:
1-1-1
Joe 1hr
Bob 2hrs
Joyce 1hr
Mike 1hr
Sue 1hr
2-1-1
Bob 44hrs
Sue 22hrs
Joe 8hrs
2-1-2
Sue 30hrs
Bob 20hrs
Joyce 5hrs

 

[Sai]

I want to be able to find total labor hours per resource type, grouped bya
custom charge#(text1 field) that I assign manually to each task created (see
example shown below)…

I realize that I can find the grouped resources hours by using “Resource
Usage” but note that I can not group them by the charge#(text1 field)…

If I use the Task Usage view, I see that I can group by the charge# but then
can not group by the resource type….

Is this simply because the charge# field is not shared by the same tables?  
What am I missing or not understanding…

Example:
Charge#
1-1-1   Contract review  (Joe(1hr), Bob(1hr), Joyce(1hr))
1-1-1   Internal kick-off meeting (Mike(1hr), Bob (1hr), Sue (1hr))
2-1-1   Design phase1(Bob(40hrs), Sue(20hrs))
2-1-1   Design phase2 (Joe(8hrs), Bob (4hrs), Sue(2hrs))
2-1-2   Analysis phase1 (Sue(20hrs))
2-1-2   Analysis phase2 (Bob(20hrs), Sue(10hrs),Joyce(5hrs)

Desired grouping info by charge#, by labor resource:
1-1-1  
        Joe     1hr
        Bob     2hrs
        Joyce   1hr
        Mike    1hr
        Sue     1hr
2-1-1
        Bob     44hrs
        Sue     22hrs
        Joe     8hrs
2-1-2
        Sue     30hrs
        Bob     20hrs
        Joyce   5hrs

Looking your requirement, you want to group the resources by your
custom field (text1) to display their labour hours.

You can make use of the Resource Sheet itself to do the same.

Steps
1. Change your view to Resource Sheet view
2. Insert the column "Work"; this stands for the work allocated to the
resource in the project
3. Choose Project, Group, Custom Group by ... and set the Group By
"field name" column to text1

You should observe the resources are grouped by text1, and work is
also summarized.

Please let us know if this helps

- Sai, PMP, PMI-SP, MCT, MCTS
http://saipower.wordpress.com

 

[R.Scott Fleming]

Thank you but this is not what I was hoping for.... I am assigning the
charge#'s in the Gantt view (Entry table, using the custom field Text1).
Using your suggestion, while in the Resource Sheet, no task information is
shown.

 

[Jim Aksel]

I believe you are going to need to do a little coding before you apply the
solution presented by Sai.

I gather you want to enter the charge code on the Gantt and apply it to the
task (this is a task view). Since you will do your grouping on the Resource
Usage view (a resource view) that value is stored in the resource table Text1.

Project uses several tables. Two tables are Task and Resource and each have
their own "Text1" (ok custom value) fields. Task.text1 is not the same as
Resource.text1.

Read all about it in FAQ #37 here: http://project.mvps.org/faqs.htm


--
If this post was helpful, please consider rating it.

Jim Aksel, MVP

Check out my blog for more information:
http://www.msprojectblog.com

 

[R.Scott Fleming]

Thanks Jim,
I suspected as much. This seems to me to be a very basic requirment for
displaying costing information per a charge# or WBS# for labor resources
assigned to the tasks on a project. I am trying to convience management to
use this tool more, but can not find a way to solve or overcome this
particular grouping issue... Do you know if MS Project 2010 has any enhanced
features to address this? Thanks...

 

[JulieS]

Hi R Scott Fleming,

Pardon me for bumping in here. Just to clarify, the code required to
move information in the Text1 task field to the Text1 assignment field
so you can see and use for grouping in the Resources is not terribly
complex. The code is detailed for you in the FAQ #37 that Jim referred
you to.

It doesn't take long at all to copy and paste the code for 2007 into a
module and run it.

Then you can create a custom group in the Resource Usage view
Group by Text1 as an Assignment field
Then by Name

Does that show what you need?

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

 

[R.Scott Fleming]

I will take a look at this....Thanks....

Hi R Scott Fleming,

Pardon me for bumping in here. Just to clarify, the code required to
move information in the Text1 task field to the Text1 assignment field
so you can see and use for grouping in the Resources is not terribly
complex. The code is detailed for you in the FAQ #37 that Jim referred
you to.

It doesn't take long at all to copy and paste the code for 2007 into a
module and run it.

Then you can create a custom group in the Resource Usage view
Group by Text1 as an Assignment field
Then by Name

Does that show what you need?

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


.

 

[R.Scott Fleming]

Julie, before I start to try to use the code, I went back in the Resource
Usage view and noted several things..... First when you expand (+) a
resource, you see the individual tasks assigned for that resourse (shown in
italics). If I type in data (ie charge#s) in the custom field (again shown
in italics) for each of the tasks and then try to group off of that field, it
does not work... The only way it works is if the you input the data in the
custom field on the same row as the resourse....This does not solve the
problem. As you know, one resource can be assigned to many tasks with
differring charge#'s.... It is basically the same issue in the Task Usage
view. When in this view, the resources are in italics and the text field
data can not be grouped off of....

 

[R.Scott Fleming]

Jim, will the code listed in #37, address the issues I asked JulieS about?
See my thread questions/comments back to her on 2/2/2010.

 

[JulieS]

When you enter the information in the italics row, you are adding it to
the assignment field.

All the code does is copy the information from Task Text1 to assignment
Text1 -- what you accomplished by typing in the data on the assignment row.

The trick is when you create the group, you need to group on the Text1
**assignment** field when you define the group. Turn on the option
"Group assignments not resources" and select the Field type of
assignment for Text1.

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

 

[R.Scott Fleming]

I will give this a try....Thank you very much for your help...

 

[R.Scott Fleming]

Julie, thanks for the suggestion, but this still does not seem to work. Using
your suggestion, all the labor tasks are grouped or rolledup in a "No Value"
group and no resourse are shown when this section is expanded...

Again the goal is to group by the charge# (text1), then drill-in (expand+)
and see the resources listed, and then drill-in (expand+) and see the
associated hours assigned to the resources tasks....

Anyway I can upload you the file?

 

[JulieS]

If you care to, email me the Project at prjng AT maine DOT rr DOT com.
Remove spaces and replace the AT with @ and DOT with .

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