Monthly Rollup Totals for Specific Types of Tasks

[Dennis D]

I'd like to view monthly rollup totals for specific types of tasks (ones
designated to a specific group) so that we can manage to a specific monthly
level of effort for the group.

It doesn't necessarily need to be done under resource usage or by resource,
but that would be preferred and that view appears to rollup the monthly
totals, so that's where I've been trying to accomplish this.


Resource A
Task 1 - type 1
Task 2 - type 2
Task 3 - type 3
Task 4 - type 2
Task 5 - type 2

Resource b
Task 1 - type 3
Task 2 - type 1
Task 3 - type 2
Task 4 - type 1
Task 5 - type 2

So, in the case above, I'd want to get a rollup total for all type 2 tasks
in the month of July so that I make sure that the planned work does not
exceed 500 hours for all type 2 tasks.

Is that possible in Project, or will I have to export to Excel to accomplish
this type of planning?

Thanks,
Dennis

 

[JulieS]

Hello Dennis,

I would add a spare text field to the Resource Usage view and then code
the assignments (Task1, Task 2) as needed.

Create a custom group (Project > Group by > More Groups, New) with the
following definition:

Group By:
Field Name: Name
Field Type: Resource
Order: Ascending

Then By:
Field Name: Text1 (assuming you have entered your "type" info in Text1)
Field Type: Assignment
Order: Ascending

**Note - you'll need to enable (check) "Group assignments, not
resources" to be able to select the assignment field type.

This should total work (effort) by resource and subtotal by text1 field.
Zoom the timescaled portion (right side) to show totals by month.

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

 

[Dennis D]

Hi Julie,

That worked like a charm. I just reversed the order of the grouping to have
it give me the total for the whole Task 2 for the month then by resource and
it was exactly what I needed.

Thanks! for the great solution to my problem.
Dennis

 

[JulieS]

You're most welcome Dennis and thanks for the feedback.

Julie