Project Reports - To Do - VBA Sample

[Steve Pop]

I need to have the "To Do" Report give more specific detail to identify an
exact task. I will be using the same 87 tasks to manage approx 100 building
projects.

I either need a macro to show me how to add text such as "RP 001" to each
task or I need a sample VBA application to show me how to dump my info to
excel.

A previous posting stated "A third option will give exactly what you want
but it requires the use of an advanced feature of Project, namely VBA.
Through VBA, the Project data can be exported to Excel where a custom report
(e.g. to-do list) can be generated. a side advantage of this approach is that
the report can be electronically provided to others (e.g. performing
resources).

How can I get a sample?

Thanks,
Steve

 

[tonyzink]

Hi Steve --

I've got a few questions for you:

(1) Why would you try to use a single project schedule to manage 100
different projects?

(2) Do you plan to use MSProject to track the progress of each of the
projects (I don't see how this is possible with a single schedule), or
will the schedule be gathering dust after you've started execution?

(3) Why not use your first schedule as a template, then create 100
duplicates (1 for each of your projects)? You can then track each
project separately in an independent schedule. If you need to see a
consolidated view of all of the projects, you can insert them into a
master schedule for easy viewing, and you can create "to-do" reports
from the master schedule which show tasks across all 100 projects.

Good luck!

Tony Zink
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[John]

I need to have the "To Do" Report give more specific detail to identify an
exact task. I will be using the same 87 tasks to manage approx 100 building
projects.

I either need a macro to show me how to add text such as "RP 001" to each
task or I need a sample VBA application to show me how to dump my info to
excel.

A previous posting stated "A third option will give exactly what you want
but it requires the use of an advanced feature of Project, namely VBA.
Through VBA, the Project data can be exported to Excel where a custom report
(e.g. to-do list) can be generated. a side advantage of this approach is that
the report can be electronically provided to others (e.g. performing
resources).

How can I get a sample?

Thanks,
Steve

Steve,
I'm the one you quoted with regard to the "third option". However, if
all you are looking for is another column added to the existing To-Do
report, that is pretty easy.

Go to View/Table/More Tables. Either select an existing view table to
modify or create a new one. In your table add the field that contains
your text information (i.e. RP 001) as a column and hit "Apply". That
custom view table will now be attached to your file. You can also use
the Organizer (Tools/Organizer/Tables tab) to copy that custom table to
your Global so it will be available for all your Project files.

Once the view table is customized, go to View/Reports/Assignments/To-Do
List/Edit. In the Table selection box find your custom view table and
select it. That's it, you should be all set.

As far as sample VBA code for exporting Project data to Excel, a good
example is available on fellow MVP, Jack Dahlgren's website at:
http://masamiki.com/project/macros.htm
Look for Jack's macro titled, "export hierarchy to Excel".

Hope this helps.
John
Project MVP

 

[Steve Pop]

Tony,

Thanks for the help. I'm new to project ...but did have your action plan in
mind.
What I am trying to do is use the "who does what when" (name wrong but
close)report.

The report shows that the concrete guy has 10 concrete jobs ...but does not
show the jobs (ie. RP 101, RP 202).


Johns - reply may help. Thanks !!!

 

[Steve Pop]

John,

Thanks for help - will try and advise if works.

 

[Steve Pop]

John

Adding the column did work for the "to Do" report. Unfortunately I listed
the wrong report. I meant to identify specific tasks on the "who does what
when report".

I don't see a way to enter the added column on this report.

I am having a hard time believeing this capability is not readily available

 

[John]

John

Adding the column did work for the "to Do" report. Unfortunately I listed
the wrong report. I meant to identify specific tasks on the "who does what
when report".

I don't see a way to enter the added column on this report.

I am having a hard time believeing this capability is not readily available
on this report.

Steve,
OK, knowing the right report makes a difference. The "who does what
when" report is a combination view report. You can still add a spare
text column to that report but it is a little more complicated. First
you should go to our MVP website at: http://www.mvps.org/project/faqs.htm
and take a look at FAQ 51 - Data Types: Task, Resource and Assignment.
Then read FAQ 37 - Custom Fields in Tables. It explains how to add the
spare field.

So, the capability is there, it just takes a little work.

John
Project MVP

 

[Steve Pop]

Thanks John,

My faith in humanity has been restored. Actually I haven't tried the
solution yet...but faith is still restored. :]

 

[John]

Thanks John,

My faith in humanity has been restored. Actually I haven't tried the
solution yet...but faith is still restored. :]

Steve,
You're welcome oh ye of little faith ;-)

John