Order of details under Resource in Who does What Report

[Margaret als]

I am a very new user of Project 2003 and am trying to edit the Who does What
report. I want to sort the detail under each Resource so that each person
can see a list of their tasks in Start Date order. I have tried editing the
report but nothing seems to generate the list under each resource in this
way. If I can’t do this via the report editing options, is there a way round
this? I tried exporting the data to Excel but then all the Tasks and
Resource names ended up in the same column so I would still have to do
further editing every time I need a new report when the plan changes.

Would really appreciate some help.

 

[JulieS]

Hi Margaret als,

I agree, the order the assignments show in the Who Does What Report often
does not show the assignments in start date order and I have yet to find a
way to alter that information.

Here's a solution that I have used before:

Display the Resource Usage View.
Copy the Usage table (View>Tables>More Tables, selected the Usage table and
copy.)
Rename the table "Who Does What".
Insert the following columns (fields) to the copy of the Usage table:
Assignment Units, Assignment
Delay, Start, and Finish.
Apply the new table to the Resource Usage view.
Create a new view ( View> More Views...select the resource usage view and
choose Copy)
Rename the view "Who Does What"
In the View definition dialog box, confirm that the table showing is the
"Who Does What" table.
Check "Show in Menu"
Apply the new view.
Drag the split bar separating the timescaled portion (right side) from the
table to the far right. Print the view and it's
close to the Who Does What report.

Hope this helps. Let us know how you get along.

Julie

 

[Margaret als]

Hi Julie - Many thanks for all this information, I really appreciate it. I
won't be able to try it out until Tuesday when I'm back in the office but I
just wanted to say thanks in the meantime!

 

[JulieS]

Hi Margaret als,

You are most welcome and thanks for the feedback. Have a nice long weekend
and let us know how you get along.

Julie

 

[Margaret als]

Hi Julie

Your instructions worked really well and were so clear to follow! (I'm still
wading my way thru the huge Que manual.) I did have to add an extra
field/column so I could reference the Resource names in alpha order as the
standard sort didn't seem to give me that but I can see that using the Table
view is probably going to give me much more flexibility to do other things in
the future. Knowing that I could shift the timescale section off to exclude
it from the printout was SO useful!

Just on the subject of correct protocol for replying to the discussion group
messages. Is it ok to put the reply at the top of the latest message and
leave all the text below or is one supposed to delete earlier parts, or what?
I don't want to do the wrong thing!

Many thanks again.

 

[JulieS]

Hi Margaret als,

Glad to know the tip I gave worked well for you and thanks so much for the
feedback.

As far as protocol for newsgroups posting, I think this newsgroup is pretty
flexible. (Not all newsgroups are.)
I usually post my replies at the top (sometimes called "top posting") just
because I think it is easier to follow the "conversation" in the post that
way. Others post at the bottom. As far as deleting earlier threads in the
conversation, I usually delete earlier portions if they are not "important"
(in my opinion) to the current posting. I usually delete it just to make
download a bit quicker - particularly for folks on a dial-up connection.

Again, thanks for the feedback and let us know if you have any further
questions.

Julie