How can i custom build a report straight from feilds i want

  • Thread starter Craig Turley - Emerson
  • Start date
C

Craig Turley - Emerson

I want to build a report which includes top level task number, a resource
name, and hours assigned to that particular job, every thing i do seems to
throw up ID number which i dont want.?
 
J

John

"Craig Turley - Emerson" <Craig Turley - Emerson
@discussions.microsoft.com said:
I want to build a report which includes top level task number, a resource
name, and hours assigned to that particular job, every thing i do seems to
throw up ID number which i dont want.?

Craig,
The "report" you want sounds something like what is shown in a Resource
or Task Usage view. If you don't want IDs what exactly are you referring
to when you say ". . . top level task number. . ."?

John
Project MVP
 
C

Craig Turley - Emerson

HI John,

Each project we do is asigned a number we call it a "Works Order" or WO.
What i want to be able to do is a report on a Monday morning to inform the
project operative's which WO's they need to start that week.

We have used the cell for top level task to input the WO number so its much
easier to refer to each project. This is the first time we have used Project
2003 so were still learing its limitations.

Hope you can help.

Many Thanks
Craig Turley

(e-mail address removed)
 
J

John

"Craig Turley - Emerson"
HI John,

Each project we do is asigned a number we call it a "Works Order" or WO.
What i want to be able to do is a report on a Monday morning to inform the
project operative's which WO's they need to start that week.

We have used the cell for top level task to input the WO number so its much
easier to refer to each project. This is the first time we have used Project
2003 so were still learing its limitations.

Hope you can help.

Many Thanks
Craig Turley


Craig,
You refer to a "cell" for the top level task. Unlike Excel, Project data
is comprised of "fields" (more like a database) although a specific
field data value for each of the three major Project objects (Task,
Resource or Assignment) may reside in a "cell" in a view. When looking
at a view, selected fields are displayed as columns in that view. The
fields for that view are specified (either default or by the user) via
the view Table (View/Table/More Tables).

As far as the "top level task", that can mean different things depending
on how your file is structured. I always create a top Summary Line for
my files but there is also a built-in option for a Project Summary Task
(Tools/Options/View tab/Show Project Summary Task).

I assume you are using a spare field or perhaps overwriting a standard
field with your Work Order number. Depending on what that field is, a
filter, Group, or other means can be used to show all tasks of a given
work order. However, without understanding the structure of your file it
is difficult to point you in a more definitive direction.

You also mention that your are new to Project 2003 but the nature of
your question suggests you are new to Project as a whole. If you are, I
recommend you go to our MVP website at:
http://www.mvps.org/project/links.htm
and take a look at fellow MVP, Mike Glen's link for basic Project
lessons and techniques. You might also like to look at the link to our
FAQs page.

Hope this helps.
John
Project MVP
 
C

Craig Turley - Emerson

Hi John,

Ok i think i have the table that i want i just need it to show the relevent
information. If you look at the "Who Does What When" report instead of Hours
worked i want the Works Order number i talked about. This is the number which
is relevent to each job. Maybe it would help if i sent you a copy of my work
book.

Many Thanks

Craig T
 
J

John

"Craig Turley - Emerson"
Hi John,

Ok i think i have the table that i want i just need it to show the relevent
information. If you look at the "Who Does What When" report instead of Hours
worked i want the Works Order number i talked about. This is the number which
is relevent to each job. Maybe it would help if i sent you a copy of my work
book.

Many Thanks

Craig T

Craig,
A little lax on the capitalization I see.

The "Who does what when" report is a specialized report that can show
timescaled fields such as Work, Cost, etc. Although you still didn't
tell me, I assume your "works order" is a spare field and none of the
spare fields is timescaled. Therefore, that built-in report will not do
what you want.

You mentioned you could send me your work book. I'm confused. That
sounds like Excel - Project doesn't have "work books". Nonetheless, if
you want to send me something just make sure you zip it first and also
explain in detail what you want to do.

John
Project MVP
 
M

Mike Glen

Maybe Craig meant Workspace which is a similar concept.

Mike Glen
Project MVP

This is the number which is relevent to each job.
 

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