Need to combine Baseline Work Report with Work Availability

[Dee]

I need to create a report that takes the baseline work against tasks and
compares it to the work availability. In Project 2007, these are two separate
reports, and I'm trying to get an overlap of the two. The goal is to show
that of the total available work hours, what hours are assigned to specific
projects. I've tried to create a new template to get the one field (tasks)
onto the Resource Availability report, or the availability field onto the
baseline work report...no luck. Any suggestions?

 

[John]

I need to create a report that takes the baseline work against tasks and
compares it to the work availability. In Project 2007, these are two separate
reports, and I'm trying to get an overlap of the two. The goal is to show
that of the total available work hours, what hours are assigned to specific
projects. I've tried to create a new template to get the one field (tasks)
onto the Resource Availability report, or the availability field onto the
baseline work report...no luck. Any suggestions?

Dee,
Exactly which reports are you using? The built-in Task Usage or Resource
Usage reports?

Have you looked at the Resource Usage view (not the reports but the
view)? You can select both the Baseline Work and Work Availability
fields to display as timescaled values. Then you can directly compare
the work availability of each resource and also see which tasks are
assigned and how much work is taken up by those tasks.

John
Project MVP

 

[Dee]

Dee,
Exactly which reports are you using? The built-in Task Usage or Resource
Usage reports?

Have you looked at the Resource Usage view (not the reports but the
view)? You can select both the Baseline Work and Work Availability
fields to display as timescaled values. Then you can directly compare
the work availability of each resource and also see which tasks are
assigned and how much work is taken up by those tasks.

John
Project MVP

John,

Thanks for the response. Yes, I can see that. But perhaps I wasn't clear in
my need. I wanted to combine components from the Baseline Work Report with
components from the Resource Availability Report. What I finally ended up
doing was running both reports, copying the pivot tables to a single
worksheet, and creating another table with references to the pieces of the
pivot tables I needed from Baseline Work and Availability. I created a report
showing that of the total number of work hours assigned to all resources, X
number of hours were assigned to Project A, X number of hours were assigned
to Project B, etc, and what percentage that represents. This is for monthly
executive reporting on key initiatives. I can also now do this for
availability if I want.

If you have an easier way to get there with an export map, I would be very
grateful! The new pivot tables created in the Visual Reports don't export to
a source data sheet if you click the grand total on the bottom right (a trick
I found on the Excel forum). Probably because they are created from cubes. If
they did, I could at least create a master data source sheet and just cut and
past every month.

Thanks for any additional advice you may have.

 

[John]

John,

Thanks for the response. Yes, I can see that. But perhaps I wasn't clear in
my need. I wanted to combine components from the Baseline Work Report with
components from the Resource Availability Report. What I finally ended up
doing was running both reports, copying the pivot tables to a single
worksheet, and creating another table with references to the pieces of the
pivot tables I needed from Baseline Work and Availability. I created a report
showing that of the total number of work hours assigned to all resources, X
number of hours were assigned to Project A, X number of hours were assigned
to Project B, etc, and what percentage that represents. This is for monthly
executive reporting on key initiatives. I can also now do this for
availability if I want.

If you have an easier way to get there with an export map, I would be very
grateful! The new pivot tables created in the Visual Reports don't export to
a source data sheet if you click the grand total on the bottom right (a trick
I found on the Excel forum). Probably because they are created from cubes. If
they did, I could at least create a master data source sheet and just cut and
past every month.

Thanks for any additional advice you may have.

Dee,
It sounds like you have a solution, inefficient as it may be. As far as
I know your process is the only approach unless someone else responds
with a clever work-around. If I needed to create the report you want I
would develop a VBA macro. With VBA a whole new world opens up (i.e. one
button creation of any type of report you want).

John
Project MVP