Resource Usage View with Priority

[Carrie]

I need to filter and sort a resource usage view based on the priority of
tasks. Is this possible? we have a development plan with three different
priorities and I need to filter on high level priority tasks only. I also
need to be able to see timephased data for the specific resource so I can
reallocate time to a lower priority task. thanks.

 

[sai]

I need to filter and sort a resource usage view based on the priority of
tasks.  Is this possible?  we have a development plan with three different
priorities and I need to filter on high level priority tasks only.  I also
need to be able to see timephased data for the specific resource so I can
reallocate time to a lower priority task.  thanks.

Resource usage has resource at level 1, assignments at level 2, and so
the filtering/sorting can be done only on the resource-related or
assignment-related fields. Priority is a field that is task-related,
so you can't use the Project | Sort (or) Project | Filter by option on
task's priority field.

Alternatively, you can split the view to have Gantt Chart at the
bottom and insert the column "Priority". Select the tasks assigned a
resource in Gantt chart view, and choose Project | Sort | By Priority
option.

Please let me know if this helps.

- Sai, PMP, PMI-SP, MCT, MCTS
http://saipower.wordpress.com

 

[sai]

Hi Carrie,

Welcome to this Microsoft Project newsgroup

Firstly a reminder that the Priority field is used by Project solely whenusing its resource levelling feature - nothing else.  In Resource Usage view, Insert a Text field and enter the various priorities you want.  Then you can Autofilter the column to show only the priority you want.

FAQs, companion products and other useful Project information can be seenat 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
Seehttp://tinyurl.com/2xbhcfor my free Project Tutorials

  I need to filter and sort a resource usage view based on the priorityof
  tasks.  Is this possible?  we have a development plan with three different
  priorities and I need to filter on high level priority tasks only.  I also
  need to be able to see timephased data for the specific resource so Ican
  reallocate time to a lower priority task.  thanks.

  __________ Information from ESET Smart Security, version of virus signature database 4628 (20091122) __________

  The message was checked by ESET Smart Security.

 http://www.eset.com

__________ Information from ESET Smart Security, version of virus signature database 4747 (20100106) __________

The message was checked by ESET Smart Security.

http://www.eset.com

Mike - Just want to share my thoughts about your answer.

Carrie's question was about "... we have a development plan with three
different priorities and I need to filter on high level priority tasks
only" indicating the priority is more at the task rather than at the
assignment level.

As per your anwser, we can insert a custom field in the Resource Usage
view to store the priority of the task, but remember, this new user
defined column will store the priority at assignment level and not at
the task level.

This will introduce few rework later
1) If a task has multiple resources and its priority changes, we need
to make multiple changes in Resource usage / Task usage; as the same
task is assigned multiple resources
2) This custom field cannot be used for resource leveling, which is a
key feature of scheduling.

So, I suggest we insert "Priority" field in task sheet (in any Gantt
chart view), so that the above problems can be avoided.

Please let me know if my thoughts are right,

- Sai, PMP, PMI-SP, MCT, MCTS
http://saipower.wordpress.com

 

[sai]

Hmmmmmm!  You're right about the assignments, and I can't argue with the most of your statements.  However, the use of the in-built Priority field could conflict with automatic resource levelling, if for example, levelling priority was defined differently from "priority" based on an assessmentof some other value like its importance. I thus believe that the Priority field should only be used to direct automatic levelling.

It does depend on exactly what Carrie is after.  I assumed she wanted to view the Resource Usage view and filter there.  There's no reason why she can't enter priorities against the assignments - presumably, if there was more than one assignment on a task, the other resource assignments would be the similarly marked.  If she's only interested in the highest level of importance, then a simple Flag field could suffice.

Mike Glen
Project MVP
Seehttp://tinyurl.com/2xbhcfor my free Project Tutorials

  On Jan 6, 3:34 pm, "Mike Glen" <mcglenAThotmail.com> wrote:
  > Hi Carrie,
  >
  > Welcome to this Microsoft Project newsgroup
  >
  > Firstly a reminder that the Priority field is used by Project solely when using its resource levelling feature - nothing else.  In Resource Usage view, Insert a Text field and enter the various priorities you want.  Then you can Autofilter the column to show only the priority you want.
  >
  > 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
  > Seehttp://tinyurl.com/2xbhcformy free Project Tutorials
  >
  >   I need to filter and sort a resource usage view based on the priority of
  >   tasks.  Is this possible?  we have a development plan with three different
  >   priorities and I need to filter on high level priority tasks only.  I also
  >   need to be able to see timephased data for the specific resource so I can
  >   reallocate time to a lower priority task.  thanks.
  >

  Mike - Just want to share my thoughts about your answer.

  Carrie's question was about "... we have a development plan with three
  different priorities and I need to filter on high level priority tasks
  only" indicating the priority is more at the task rather than at the
  assignment level.

  As per your anwser, we can insert a custom field in the Resource Usage
  view to store the priority of the task, but remember, this new user
  defined column will store the priority at assignment level and not at
  the task level.

  This will introduce few rework later
  1) If a task has multiple resources and its priority changes, we need
  to make multiple changes in Resource usage / Task usage; as the same
  task is assigned multiple resources
  2) This custom field cannot be used for resource leveling, which is a
  key feature of scheduling.

  So, I suggest we insert "Priority" field in task sheet (in any Gantt
  chart view), so that the above problems can be avoided.

  Please let me know if my thoughts are right,

  - Sai, PMP, PMI-SP, MCT, MCTS
 http://saipower.wordpress.com

__________ Information from ESET Smart Security, version of virus signature database 4747 (20100106) __________

The message was checked by ESET Smart Security.

http://www.eset.com

Thanks Mike Glen for your comments. Yes, it is Carrie who needs to
decide which solution is better for her dependending on easy of use vs
maintenance.

- Sai, PMP, PMI-SP, MCT, MCTS
http://saipower.wordpress.com

 

[Sai]

I need to filter and sort a resource usage view based on thepriorityof
tasks.  Is this possible?  we have a development plan with three different
priorities and I need to filter on high levelprioritytasks only.  I also
need to be able to see timephased data for the specific resource so I can
reallocate time to a lowerprioritytask.  thanks.

Carrie - I was spending some time to find the best way set the
priority at the assignment level. As you are aware, I recommended in
my earlier reply to use *priority* field of Gantt chart views, as it
is useful later for resource leveling.

As per your requirement, you want the assignments of the resources in
"Resoure usage" to be sorted by task priority; but you cannot view the
task priority in Resource usage view.

So, I recommend the best of both. Let me know if the below steps will
satisify your requirement effectively:
1. Insert the column (field name: priority) in Gantt chart view and
set its priority.
2. Change your view to Resource usage and insert the column field
name: Number1 with title as "Priority" in resource total area (right
side)
3. Now, you need to copy the priority in Gantt chart to Number1
column.
a. For which, choose Tools | Macro | Macros ...
b. Have the macro name as TransferTaskText1ToAssignmentText1 and click
"Create" button
c. Copy paste the below macro code. The below code loops through the
tasks data and copies the Prioirty value to Number1 field of
assignment table (which is shown in Resource Usage and Task Usage
view)
Sub TransferTaskText1ToAssignmentText1()
Dim t As Task
Dim a As Assignment
On Error Resume Next
For Each t In ActiveProject.Tasks
For Each a In t.Assignments
a.Number1 = t.Priority
Next a
Next t
End Sub
d. After the code is saved, click "Run" button; you will observe the
Number1 field in Resource usage will have the task priority values
e. You can auto-filter/sort the Number1 field in Resource usage
through Project | Sort | Sort by ... option
4. So, if you change the "Priority" value in Gantt chart view, you
need to re-run this macro again.

Let us know if this helps.

- Sai, PMP, PMI-SP, MCT, MCTS
http://saipower.wordpress.com

 

[Sai]

I need to filter and sort a resource usage view based on the priority of
tasks.  Is this possible?  we have a development plan with three different
priorities and I need to filter on high level priority tasks only.  I also
need to be able to see timephased data for the specific resource so I can
reallocate time to a lower priority task.  thanks.

Carrie - I was spending some time to find the best way set the
priority at the assignment level. As you are aware, I recommended in
my earlier reply to use *priority* field of Gantt chart views, as it
is useful later for resource leveling.

As per your requirement, you want the assignments of the resources in
"Resoure usage" to be sorted by task priority; but you cannot view the
task priority in Resource usage view.

So, I recommend the best of both. Let me know if the below steps will
satisify your requirement effectively:
1. Insert the column (field name: priority) in Gantt chart view and
set its priority.
2. Change your view to Resource usage and insert the column field
name: Number1 with title as "Priority" in resource total area (right
side)
3. Now, you need to copy the priority in Gantt chart to Number1
column.
a. For which, choose Tools | Macro | Macros ...
b. Have the macro name as TransferTaskText1ToAssignmentText1 and click
"Create" button
c. Copy paste the below macro code. The below code loops through the
tasks data and copies the Prioirty value to Number1 field of
assignment table (which is shown in Resource Usage and Task Usage
view)
Sub TransferTaskText1ToAssignmentText1()
Dim t As Task
Dim a As Assignment
On Error Resume Next
For Each t In ActiveProject.Tasks
For Each a In t.Assignments
a.Number1 = t.Priority
Next a
Next t
End Sub
d. After the code is saved, click "Run" button; you will observe the
Number1 field in Resource usage will have the task priority values
e. You can auto-filter/sort the Number1 field in Resource usage
through Project | Sort | Sort by ... option
4. So, if you change the "Priority" value in Gantt chart view, you
need to re-run this macro again.

Let us know if this helps.

- Sai, PMP, PMI-SP, MCT, MCTS
http://saipower.wordpress.com