Resource Type custom field formula

[Robert H]

I’m trying to add a column to a Gantt chart that displays Resource
Initials for personnel (work resources) only. Eventually the field
will be displayed beside task bars… I have created a Custom Field
with the formula
IIf([Resource Type] ="Work",[Resource Initials],0)
which comes up blank. Just as a test I added a Resource Type column
to see what the data in the data in the Resource Type looked like and
that comes up blank even though resources are assigned with type
assigned.
Any help will be appreciated
Robert

 

[Jim Aksel]

Try reading FAQ #51 and #37 here: http://www.mvps.org/project
Select the FAQ link.

Data in project is stored in several locations, you will need to bridge the
resource and task views to obtain what you want. Be careful since you may
have multiple resources assigned to a single task.

You may wish to attack this from the Resource Usage or Task Usage views.
--
If this post was helpful, please consider rating it.

Jim

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

 

[Mike Glen]

Hi Robert,

Welcome to this Microsoft Project newsgroup

Alternatively, why not enter their initials as the resource name and it will
appear automatically. You could then put the Surnames in the Resource
Initials field for your records.

FAQs, companion products and other useful Project information can be seen at
this web address: http://project.mvps.org/faqs.htm

Hope this helps - please let us know how you get on

Mike Glen
MS Project MVP
See http://tinyurl.com/2xbhc for my free Project Tutorials

 

[Jack Dahlgren]

Robert,

The reason this does not work is that you are looking at a task and
expecting it to contain information about the resources assigned to it.

You may have 0 or more than one resource assigned to the task, so there is
no way that the formula can determine what it should do.

However, you could populate this field by doing a small amount of programming.

If you want to go down that route, post a reply here and I'll try and put
together some sample code.

-Jack

 

[Robert H]

Thanks to all for your help, the problem is more clear now.

Jack I would like to see the code that would populate the field.
thanks
Robert

Robert,

The reason this does not work is that you are looking at a task and
expecting it to contain information about the resources assigned to it.

You may have 0 or more than one resource assigned to the task, so there is
no way that the formula can determine what it should do.

However, you could populate this field by doing a small amount of programming.

If you want to go down that route, post a reply here and I'll try and put
together some sample code.

-Jack

I’m trying to add a column to a Gantt chart that displays Resource
Initials for personnel (work resources) only.  Eventually the field
will be displayed beside task bars…  I have created a Custom Field
with the formula
IIf([Resource Type] ="Work",[Resource Initials],0)
which comes up blank.  Just as a test I added a Resource Type column
to see what the data in the data in the Resource Type looked like and
that comes up blank even though resources are assigned with type
assigned.
Any help will be appreciated
Robert- Hide quoted text -

- Show quoted text -