Resource Usage Reporting

  • Thread starter Big_Bad_Yellow_Eskimo
  • Start date
B

Big_Bad_Yellow_Eskimo

Hi,

I have been trying to produce a very simple report using many diffrent
views, tables, pivot tables and customized report within MSP but I can't get
want I want. Here is what I'm trying to do: In an MSP file I have multiple
tasks below a summary task (Test Job). I'm using a text field (text29) to
identify the Test Job# to which the tasks are related to. When I go in the
Task Usage view I do get a "summary line" of the total number of hours
consumed within the task summary. What I would also like to get on a "summary
line" is the contribution of each Resource Group I'm using against a specific
test job. Example: Test Job# 900123 - 55 sub tasks - 6 different Resource
Groups assigned on all sub tasks => can I get 6 summary lines that will show
me total # of hours for each resource group against Test Job# 900123?
 
J

John

Hi,

I have been trying to produce a very simple report using many diffrent
views, tables, pivot tables and customized report within MSP but I can't get
want I want. Here is what I'm trying to do: In an MSP file I have multiple
tasks below a summary task (Test Job). I'm using a text field (text29) to
identify the Test Job# to which the tasks are related to. When I go in the
Task Usage view I do get a "summary line" of the total number of hours
consumed within the task summary. What I would also like to get on a "summary
line" is the contribution of each Resource Group I'm using against a specific
test job. Example: Test Job# 900123 - 55 sub tasks - 6 different Resource
Groups assigned on all sub tasks => can I get 6 summary lines that will show
me total # of hours for each resource group against Test Job# 900123?

Big-Bad,
Sure. From what you describe, the grouping function should do just what
you want but there is a little trick to making it work in your case. I
assume by the way that you are using Project 2003 because this method
will only work with the latest version of Project - other methods might
work with earlier versions. First, go to our MVP website at:
http://www.mvps.org/project/faqs.htm
and read FAQ 51 - Data Types: Task, Resource and Assignment

With that explanation you will need to translate Task Text29 information
from a task view (e.g. Gantt Chart) into Assignment Text29 in the
Resource Usage view. Then go to Project/Group By/Customize Group By. In
the Customize Group By window first group by Text29 for the Assignment
field. Then group by Name for the Resource field. Check the option to
group assignments, not resources and hit "OK". The result should be what
you want, or at least pretty darn close.

Hope this helps.
John
Project MVP
 
B

Big_Bad_Yellow_Eskimo

John,

Thanks a million. First of all, the FAQ# 51 explanation make it very clear
now as to know how views are working. I do not use MSP 2003 but will in about
1 week. Until then, I have tried the macro to transcribe Text29 field from a
Task to Resource table. Thank You again. This has made my day and a lot of
other people as well!

Regards,

Big_Bad
 
P

Pooja

hello John
I read your reply and seems like it could help me with my report too...but
my issue is I don't understand when you say translate Tast text29 to
assignment 29. Can you please tell me how to translate, cuz assignment
coulumn is only Yes/No column...
I am completely lost.....I have copied the macro and it runs but no result..

Please help
Thanks
Pooja
 
J

John

John,

Thanks a million. First of all, the FAQ# 51 explanation make it very clear
now as to know how views are working. I do not use MSP 2003 but will in about
1 week. Until then, I have tried the macro to transcribe Text29 field from a
Task to Resource table. Thank You again. This has made my day and a lot of
other people as well!

Regards,

Big_Bad

Big_Bad,
Great! We like to make user's days. You're welcome.

John
 
J

John

Pooja said:
hello John
I read your reply and seems like it could help me with my report too...but
my issue is I don't understand when you say translate Tast text29 to
assignment 29. Can you please tell me how to translate, cuz assignment
coulumn is only Yes/No column...
I am completely lost.....I have copied the macro and it runs but no result..

Please help
Thanks
Pooja

Pooja,
I finally figured it out... you are suffering from Project user shock.
It is a common ailment that most often affects those new to Project.
They are overwhelmed - a few poor souls actually go into meltdown and we
have to call the paramedics to give them a sedative..... ;-)

Let me enhance FAQ 51 a little bit. In the Usage views the rows of
information displayed vary. For example, in the Resource Usage view,
those rows with an ID number are resource rows, and rows without IDs are
assignment rows. There is also a field in Project called "Assignment",
which if displayed in the Resource Usage view, identifies which rows are
assignment information.

When you say you ran the macro, which macro are you referring to? There
is a simple macro in FAQ 37 and if you ran that one (assuming the
information you want to transfer is contained in Task Text1), the macro
in fact did translate the data but you won't see it unless you display
the Resource/Assignment Text1 field in the Resource Usage view. I say
Resource/Assignment field because in that view, Text1 for resource rows
is Resource Text1 and for assignment rows is Assignment Text1. Ain't
this fun?

However, this is all very nice and hopefully you are learning more and
more, but depending on your file structure, you may or may not need to
translate data to get the report you ultimately want.

John
Project MVP
 

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