MS Project - Multiple Projects in Master File

T

tgreen_etc

I have around 15 active projects, all of which are individually broken down
to have phases/subtasks/etc. (consequently, one plan may have indents to
about 4 or 5 levels deep). To create a "master project plan" I simply copy
the collapsed project at outline level one, and paste it in the master file,
which works great. After that, I am looking to use the resource usage view
to see all of my resources (i.e. employees Name) listed by name, and then be
able to see below each employee name, A) what projects they are assigned to
(not all employees work on every project) and B) how many hours they have
assigned to them broken down per week. I would like to see this in both
total for the week (seen in the detail view "Work" on the right hand screen)
and overall subtotal by project (shown at outline level one, also on the
right side)…. This is where things get sticky!

I can come very close to achieving this using the following steps:
Copy/paste all projects into one master file > choose “View†> choose
“Resource Usage†> choose “Project, Group By, Assignments Keeping Outline
Structureâ€. Now I am able to press the "+" next to a name, and see all
projects the person is assigned to below their name. I can also see their
total hour per week, as a total of all the projects they are assigned to.
What I cannot see is the total hours for each individual project, per week.
This is because by project, the hour each person is assigned per week only
total up to the associated phase of the project; I can see all the hour only
when the project below the name is entirely expanded. My goal is to see
something like the following (this is assuming each project has multiple
outline levels):

- John 102.47 hrs work 8h 11h
14h

+Project A 27.25 hrs work 4h 9h
5h

+Project B 75.25 hrs work 2h 2h
6h

+Project C 50 hrs work 2h
3h



Right now, I see all this information with the exception of the hours by
project per week (i.e. the 4h, 2h, etc.) This is because the project is not
expanded; I can only see these hour totals when they either A) lie within the
first outline level, or B) the project has no indents.

So, what I need is actually a bit simple, just for the numbers within the
collapsed project to total up to the top!

Please help me, I have literally tried everything that I can possibly think
of with this.
 
J

Jim Aksel

YOu should create a Resource Pool file with all the resources in it. Assign
resources from the pool to each project. Read about it in the help.

Additionally, there is a much safer/better way to create master projects:
Insert/Project... Or, if you like, open all the projects and then select
Window/New Window... then select all the projects and select OK.

With your scenario, you are not linking the projects, you are just pasting
tasks. As such, if you update FileA you are not updating MasterFile. If you
link the files (Insert/Project.. select the link icon) then updating "A" will
cause "Master" to be updated as well (Master contains only a pointer to the
location of "A").

Something else to consider. On the Resource Usage View, insert a spare Text
Column that might contain some type of Project ID. You can filter and Group
By on that.
--
If this post was helpful, please consider rating it.

Jim Aksel, MVP

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

Rod Gill

Master linked files do update each other, but need a Resource Pool. Links
like this cause file corruptions eventually if files are ever renamed, moved
or over-written. However, the copy paste should be the same as insert
project with no link. In both cases Resource data should be consolidated.

--

Rod Gill
Microsoft MVP for Project

Author of the only book on Project VBA, see:
http://www.projectvbabook.com
 
T

tgreen_etc

Thank you both for the great insight into this. I have indeed examined the
various ways to add separate projects into one Master File, and have found
that the copy/paste method is the best for what I am trying to accomplish (as
I do not wish to include the link to the original file). Mostly, I am doing
this for a weekly reporting capability on overall employee hour allocation by
project.

So, my problem here is in totaling up the hours. Since the projects contain
indents and phases, when they are collapsed in the view I am using the hours
do not total up to the row for the name of the project (i.e. outline level
one). They only total up to the phase, so can only be seen when the view is
entirely expanded (which makes for a VERY long report). So, I can see the
total hours each person has per week, but NOT what projects they pertain to.
Does this make sense?

Here is an example of what I might see now, if project A had hours assigned
within the first phase:

-John 44 hrs work 12 12 20
+A 24 hrs work 8 8 8
+B 10 hrs work
+C 10 hrs work

Notice I would not be able to see how many hours are coming from Project B
or C for the week... now the below view would be ideal.

-John 44 hrs work 12 12 20
+A 24 hrs work 8 8 8
+B 10 hrs work 3 1 6
+C 10 hrs work 1 3 6

How can I get the hours to total up in this view, assuming that I have
indents? I'll be happy to supply a demo file for someone to look at for
reference if they wish.... thanks so much in advance!
 
R

Rod Gill

One Solution is to insert a custom Text field such as Text1 and rename it
to Project Name. Then in each project file enter a project name and copy to
all Text1 fields in that file. Now when each project is copied, the Text1
field shows which project each Task comes from. You can now use the Group
feature (under the Project menu) to total by Project (create a new Group
based on the Text1 field).

--

Rod Gill
Microsoft MVP for Project

Author of the only book on Project VBA, see:
http://www.projectvbabook.com
 
T

tgreen_etc

Hello Rod,

I think I can see what you are getting at. I have tested this by opening
two of my projects, and entering in separate "Project Names" (i.e. text1) for
each one. I then copied them both into a new plan. Following, I created a
custom group, which is "Group By NAME, Then by TEXT1 (PROJECT NAME)"

Is this what you are recommending? When I apply the view I see the
following type of display:

-Name: John
+Text1: No Value

Do you know what am I doing wrong here?
 
T

tgreen_etc

Rod,

I have played around with your recommendation, and it works ... perfectly.
Thanks for the help, what a great idea.
 

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