Angela said:
How do I get a to-do list by Resource detailing the summary tasks within a
time period?
I've used the reports function to give assignments to-do lists, but they
don't give any info about what the task relates to - is there a way to filter
by summary task?
Angela,
By definition the to-do list report shows the TASKS a resource is
working on during a specified period. Normally resources are not
assigned at the Summary line level so Summary Lines will not show up on
the to-do list.
I find that the built-in reports are rather limited and in many cases do
not have a lot of flexibility when it comes to customizing. However I
have a couple of suggestions to get the information you want or at least
something close. First, add more information to the Task description so
it is clear what the task relates to. With a more compete Task Name, the
to-do list should work fine.
A second suggestion is to use the Task Usage view or the Gantt Chart
view and then apply the "Using Resource" filter. This will provide a
complete hierarchy of the file structure for the given resource. The
Gantt Chart will actually provide a graphical to-do presentation for the
filtered resource. Keep in mind though that if multiple resources are
assigned to a task, the Gantt bar will apply to all assigned resources.
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).
Hope this helps.
John
Project MVP
