How can I capture vendor work and client work in separate columns.

[SGB]

In creating a project, I want the hours spent by vendor resources captured in
one column, so I can easily see that they add up to contract hours. I do,
however, want to enter all tasks the client is responsible for, including
time they have to do it, but want that in a separate column. How is this
possible?

 

[davegb]

In creating a project, I want the hours spent by vendor resources captured in
one column, so I can easily see that they add up to contract hours. I do,
however, want to enter all tasks the client is responsible for, including
time they have to do it, but want that in a separate column. How is this
possible?

It seems to me that you could use a conditional formula to copy the
data from a single column into 2 different custom columns and
filter/sum those custom columns. I haven't done this, but it seems
possible.

Hope this helps in your world.

 

[JulieS]

Hi SGB,

Is your project set up so that vendors and customers are assigned to
specific tasks, but never assigned to the same task?

If so, and if you use the Resource Group field on the Resource Sheet to
identify Internal and Vendor resources, you could add 2 customer number
fields to display the work for each group.

For example:
I have created resources with two Resource Groups, Internal and Vendor. I
have assigned resources from the groups to specific tasks -- but no task has
resources assigned from both Resource Groups.

Add two custom fields:
Number1 (Internal Work)
Number2 (Vendor Work)

The Number1 (Internal Work) field contains the following formula:
IIf([Resource Group]="Internal",[Work]/60,0)
The field now only displays the work for tasks assigned to the Internal
Resource Group.

The Number2 (Vendor Work) field contains the following formula:
IIf([Resource Group]="Vendor",[Work]/60,0)
The field now only displays the work for tasks assigned to the Vendor
Resource Group.

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

Julie

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

 

[Shirley]

Hi Julie,
That sounds exactly what I need to do. Can you please assist a little more?

Yes, I keep tasks assigned to either vendor or client. I have them attached
to appropriate groups. What I can't do is the custom fields you described.
Thought I'd add a number column and customize the field as you said, but that
didn't bring anything in. I'm obviously doing something wrong! Any assistance
would be greatly appreciated.

Shirley

Hi SGB,

Is your project set up so that vendors and customers are assigned to
specific tasks, but never assigned to the same task?

If so, and if you use the Resource Group field on the Resource Sheet to
identify Internal and Vendor resources, you could add 2 customer number
fields to display the work for each group.

For example:
I have created resources with two Resource Groups, Internal and Vendor. I
have assigned resources from the groups to specific tasks -- but no task has
resources assigned from both Resource Groups.

Add two custom fields:
Number1 (Internal Work)
Number2 (Vendor Work)

The Number1 (Internal Work) field contains the following formula:
IIf([Resource Group]="Internal",[Work]/60,0)
The field now only displays the work for tasks assigned to the Internal
Resource Group.

The Number2 (Vendor Work) field contains the following formula:
IIf([Resource Group]="Vendor",[Work]/60,0)
The field now only displays the work for tasks assigned to the Vendor
Resource Group.

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

Julie

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

In creating a project, I want the hours spent by vendor resources captured
in
one column, so I can easily see that they add up to contract hours. I do,
however, want to enter all tasks the client is responsible for, including
time they have to do it, but want that in a separate column. How is this
possible?

 

[JulieS]

Hi Shirley,

Be happy to help. Tell me a bit more about your setup.
1. What have you named your Resource Groups?
2. Where (what view) did you add the Number1 field and Number2 field.
3. What formula did enter into the Number1 field? (Copy and paste the
formula into your reply.)
4. What formula did you enter into the Number2 field? (Copy and paste the
formula into your reply.)


Julie

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

Hi Julie,
That sounds exactly what I need to do. Can you please assist a little
more?

Yes, I keep tasks assigned to either vendor or client. I have them
attached
to appropriate groups. What I can't do is the custom fields you described.
Thought I'd add a number column and customize the field as you said, but
that
didn't bring anything in. I'm obviously doing something wrong! Any
assistance
would be greatly appreciated.

Shirley

Hi SGB,

Is your project set up so that vendors and customers are assigned to
specific tasks, but never assigned to the same task?

If so, and if you use the Resource Group field on the Resource Sheet to
identify Internal and Vendor resources, you could add 2 customer number
fields to display the work for each group.

For example:
I have created resources with two Resource Groups, Internal and Vendor.
I
have assigned resources from the groups to specific tasks -- but no task
has
resources assigned from both Resource Groups.

Add two custom fields:
Number1 (Internal Work)
Number2 (Vendor Work)

The Number1 (Internal Work) field contains the following formula:
IIf([Resource Group]="Internal",[Work]/60,0)
The field now only displays the work for tasks assigned to the Internal
Resource Group.

The Number2 (Vendor Work) field contains the following formula:
IIf([Resource Group]="Vendor",[Work]/60,0)
The field now only displays the work for tasks assigned to the Vendor
Resource Group.

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

Julie

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

In creating a project, I want the hours spent by vendor resources
captured
in
one column, so I can easily see that they add up to contract hours. I
do,
however, want to enter all tasks the client is responsible for,
including
time they have to do it, but want that in a separate column. How is
this
possible?

 

[Shirley]

Wait - it did work - I had a typo!! Wahoo - thanks!!
Now, how do I get the sections to sum their group please?

Hi Shirley,

Be happy to help. Tell me a bit more about your setup.
1. What have you named your Resource Groups?
2. Where (what view) did you add the Number1 field and Number2 field.
3. What formula did enter into the Number1 field? (Copy and paste the
formula into your reply.)
4. What formula did you enter into the Number2 field? (Copy and paste the
formula into your reply.)


Julie

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

Hi Julie,
That sounds exactly what I need to do. Can you please assist a little
more?

Yes, I keep tasks assigned to either vendor or client. I have them
attached
to appropriate groups. What I can't do is the custom fields you described.
Thought I'd add a number column and customize the field as you said, but
that
didn't bring anything in. I'm obviously doing something wrong! Any
assistance
would be greatly appreciated.

Shirley

Hi SGB,

Is your project set up so that vendors and customers are assigned to
specific tasks, but never assigned to the same task?

If so, and if you use the Resource Group field on the Resource Sheet to
identify Internal and Vendor resources, you could add 2 customer number
fields to display the work for each group.

For example:
I have created resources with two Resource Groups, Internal and Vendor.
I
have assigned resources from the groups to specific tasks -- but no task
has
resources assigned from both Resource Groups.

Add two custom fields:
Number1 (Internal Work)
Number2 (Vendor Work)

The Number1 (Internal Work) field contains the following formula:
IIf([Resource Group]="Internal",[Work]/60,0)
The field now only displays the work for tasks assigned to the Internal
Resource Group.

The Number2 (Vendor Work) field contains the following formula:
IIf([Resource Group]="Vendor",[Work]/60,0)
The field now only displays the work for tasks assigned to the Vendor
Resource Group.

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

Julie

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


In creating a project, I want the hours spent by vendor resources
captured
in
one column, so I can easily see that they add up to contract hours. I
do,
however, want to enter all tasks the client is responsible for,
including
time they have to do it, but want that in a separate column. How is
this
possible?

 

[JulieS]

Great, Shirley. Glad you found the error.

To show the sum by summary tasks, customize the field and in the option for
Calculation for task and group summary rows, select Rollup: Sum from the
list.

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

Julie

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

Wait - it did work - I had a typo!! Wahoo - thanks!!
Now, how do I get the sections to sum their group please?

Hi Shirley,

Be happy to help. Tell me a bit more about your setup.
1. What have you named your Resource Groups?
2. Where (what view) did you add the Number1 field and Number2 field.
3. What formula did enter into the Number1 field? (Copy and paste the
formula into your reply.)
4. What formula did you enter into the Number2 field? (Copy and paste the
formula into your reply.)


Julie

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

Hi Julie,
That sounds exactly what I need to do. Can you please assist a little
more?

Yes, I keep tasks assigned to either vendor or client. I have them
attached
to appropriate groups. What I can't do is the custom fields you
described.
Thought I'd add a number column and customize the field as you said,
but
that
didn't bring anything in. I'm obviously doing something wrong! Any
assistance
would be greatly appreciated.

Shirley

:

Hi SGB,

Is your project set up so that vendors and customers are assigned to
specific tasks, but never assigned to the same task?

If so, and if you use the Resource Group field on the Resource Sheet
to
identify Internal and Vendor resources, you could add 2 customer
number
fields to display the work for each group.

For example:
I have created resources with two Resource Groups, Internal and
Vendor.
I
have assigned resources from the groups to specific tasks -- but no
task
has
resources assigned from both Resource Groups.

Add two custom fields:
Number1 (Internal Work)
Number2 (Vendor Work)

The Number1 (Internal Work) field contains the following formula:
IIf([Resource Group]="Internal",[Work]/60,0)
The field now only displays the work for tasks assigned to the
Internal
Resource Group.

The Number2 (Vendor Work) field contains the following formula:
IIf([Resource Group]="Vendor",[Work]/60,0)
The field now only displays the work for tasks assigned to the Vendor
Resource Group.

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

Julie

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


In creating a project, I want the hours spent by vendor resources
captured
in
one column, so I can easily see that they add up to contract hours.
I
do,
however, want to enter all tasks the client is responsible for,
including
time they have to do it, but want that in a separate column. How is
this
possible?

 

[Shirley]

You're my new best friend! Thank you for all the help. You saved me lots of
self-teaching and research time.
Regards,
Shirley

Great, Shirley. Glad you found the error.

To show the sum by summary tasks, customize the field and in the option for
Calculation for task and group summary rows, select Rollup: Sum from the
list.

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

Julie

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

Wait - it did work - I had a typo!! Wahoo - thanks!!
Now, how do I get the sections to sum their group please?

Hi Shirley,

Be happy to help. Tell me a bit more about your setup.
1. What have you named your Resource Groups?
2. Where (what view) did you add the Number1 field and Number2 field.
3. What formula did enter into the Number1 field? (Copy and paste the
formula into your reply.)
4. What formula did you enter into the Number2 field? (Copy and paste the
formula into your reply.)


Julie

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


Hi Julie,
That sounds exactly what I need to do. Can you please assist a little
more?

Yes, I keep tasks assigned to either vendor or client. I have them
attached
to appropriate groups. What I can't do is the custom fields you
described.
Thought I'd add a number column and customize the field as you said,
but
that
didn't bring anything in. I'm obviously doing something wrong! Any
assistance
would be greatly appreciated.

Shirley

:

Hi SGB,

Is your project set up so that vendors and customers are assigned to
specific tasks, but never assigned to the same task?

If so, and if you use the Resource Group field on the Resource Sheet
to
identify Internal and Vendor resources, you could add 2 customer
number
fields to display the work for each group.

For example:
I have created resources with two Resource Groups, Internal and
Vendor.
I
have assigned resources from the groups to specific tasks -- but no
task
has
resources assigned from both Resource Groups.

Add two custom fields:
Number1 (Internal Work)
Number2 (Vendor Work)

The Number1 (Internal Work) field contains the following formula:
IIf([Resource Group]="Internal",[Work]/60,0)
The field now only displays the work for tasks assigned to the
Internal
Resource Group.

The Number2 (Vendor Work) field contains the following formula:
IIf([Resource Group]="Vendor",[Work]/60,0)
The field now only displays the work for tasks assigned to the Vendor
Resource Group.

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

Julie

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


In creating a project, I want the hours spent by vendor resources
captured
in
one column, so I can easily see that they add up to contract hours.
I
do,
however, want to enter all tasks the client is responsible for,
including
time they have to do it, but want that in a separate column. How is
this
possible?

 

[JulieS]

Hi Shirley,

Thanks for the feedback and glad to help :-D

Julie

You're my new best friend! Thank you for all the help. You saved me lots
of
self-teaching and research time.
Regards,
Shirley

Great, Shirley. Glad you found the error.

To show the sum by summary tasks, customize the field and in the option
for
Calculation for task and group summary rows, select Rollup: Sum from the
list.

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

Julie

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

Wait - it did work - I had a typo!! Wahoo - thanks!!
Now, how do I get the sections to sum their group please?

:

Hi Shirley,

Be happy to help. Tell me a bit more about your setup.
1. What have you named your Resource Groups?
2. Where (what view) did you add the Number1 field and Number2 field.
3. What formula did enter into the Number1 field? (Copy and paste the
formula into your reply.)
4. What formula did you enter into the Number2 field? (Copy and paste
the
formula into your reply.)


Julie

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


Hi Julie,
That sounds exactly what I need to do. Can you please assist a
little
more?

Yes, I keep tasks assigned to either vendor or client. I have them
attached
to appropriate groups. What I can't do is the custom fields you
described.
Thought I'd add a number column and customize the field as you said,
but
that
didn't bring anything in. I'm obviously doing something wrong! Any
assistance
would be greatly appreciated.

Shirley

:

Hi SGB,

Is your project set up so that vendors and customers are assigned
to
specific tasks, but never assigned to the same task?

If so, and if you use the Resource Group field on the Resource
Sheet
to
identify Internal and Vendor resources, you could add 2 customer
number
fields to display the work for each group.

For example:
I have created resources with two Resource Groups, Internal and
Vendor.
I
have assigned resources from the groups to specific tasks -- but no
task
has
resources assigned from both Resource Groups.

Add two custom fields:
Number1 (Internal Work)
Number2 (Vendor Work)

The Number1 (Internal Work) field contains the following formula:
IIf([Resource Group]="Internal",[Work]/60,0)
The field now only displays the work for tasks assigned to the
Internal
Resource Group.

The Number2 (Vendor Work) field contains the following formula:
IIf([Resource Group]="Vendor",[Work]/60,0)
The field now only displays the work for tasks assigned to the
Vendor
Resource Group.

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

Julie

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


In creating a project, I want the hours spent by vendor resources
captured
in
one column, so I can easily see that they add up to contract
hours.
I
do,
however, want to enter all tasks the client is responsible for,
including
time they have to do it, but want that in a separate column. How
is
this
possible?