roll up resources to summary tasks

[Billy]

My question seems like a reasonably prevelant one, but there don't
seem to be many answers. So, I am going to ask again.

I need to see the monthly hours (or cost) of each resource which is
applied somewhere below the summary tasks. I need the roll-up by
month of each resource at each increasing summary task. Here is a
sample of what I am looking for:

jan feb mar apr
Summary Task
resource1 1 7 3 2
resource2 0 5 5 5
SubSummaryTask1
resource1 1 3
resource2 0 3
subtask1
resource1 1
subtask2
resource1 1
resource2 1
subtask3
resource2 2
subtask4
resource1 2
SubSummaryTask2
resource1 4
resource2 2
subtask5
resource1 2
subtask6
resource1 2
resource2 2
SubSummaryTask3
resource1 3 2
resource2 5 5
subtask7
resource1 3 2
resource2 5
subtask8
resource2 5


I know I can use Task Usage and get parts of this. However, the roll-
ups for task usage don't parse out the individual resources at the
summaries. The summaries add up the individual resources as well.
Further, if a summary task has a summary task under it, the roll-up
only occurs at the lowest Summary Task and then the rest of the
summary tasks up the chain are blanks.

Another way of saying what I am looking for is I want a listing of the
total of every resource per time period (e.g. every month) per summary
task.

I have attempted to produce this by creating a new view, but I haven't
got very far.

Please suggest the method to get this or provide any VBA code that can
do this.


Billy
using MS Project 2003

 

[JulieS]

Hello Billy,

See if this gets you closer to what you need.

Resource Usage view.

Define a group with the follow definition:

Group By:
Field Name: Task Outline Number
Field Type: Assignment
Order: Ascending

Then By:
Field Name: Name
Field Type: Resource
Order: Ascending

*Note: you'll need to select the checkbox for "Group assignments, not
resources" to be able to set the field type for Task Outline Number to
assignment.

I hope this helps. Let us know how you get along.

Julie
Project MVP

Visit http://project.mvps.org/ for the FAQs and additional information
about Microsoft Project

 

[John]

My question seems like a reasonably prevelant one, but there don't
seem to be many answers. So, I am going to ask again.

I need to see the monthly hours (or cost) of each resource which is
applied somewhere below the summary tasks. I need the roll-up by
month of each resource at each increasing summary task. Here is a
sample of what I am looking for:

jan feb mar apr
Summary Task
resource1 1 7 3 2
resource2 0 5 5 5
SubSummaryTask1
resource1 1 3
resource2 0 3
subtask1
resource1 1
subtask2
resource1 1
resource2 1
subtask3
resource2 2
subtask4
resource1 2
SubSummaryTask2
resource1 4
resource2 2
subtask5
resource1 2
subtask6
resource1 2
resource2 2
SubSummaryTask3
resource1 3 2
resource2 5 5
subtask7
resource1 3 2
resource2 5
subtask8
resource2 5


I know I can use Task Usage and get parts of this. However, the roll-
ups for task usage don't parse out the individual resources at the
summaries. The summaries add up the individual resources as well.
Further, if a summary task has a summary task under it, the roll-up
only occurs at the lowest Summary Task and then the rest of the
summary tasks up the chain are blanks.

Another way of saying what I am looking for is I want a listing of the
total of every resource per time period (e.g. every month) per summary
task.

I have attempted to produce this by creating a new view, but I haven't
got very far.

Please suggest the method to get this or provide any VBA code that can
do this.


Billy
using MS Project 2003

Billy,
I think Julie presented the best compromise that can be achieved
directly with Project. In order to get exactly what you want, you will
need to export project data to another application (e.g. Excel) and
format your report structure. There are various ways to do that. One is
to use the old copy and paste process but that is tedious and subject to
"cockpit" error. Another is to use the built-in utility, "analyze
timescale data in Excel". However, you will need to do multiple exports
and considerable manipulation of the data to get the form you want. The
best approach is a custom VBA macro to produce the exact report format
you need. For that you can either write the code yourself or get someone
to do it for you. No, I do not have any VBA code that will produce the
format you want.

However I'll make this observation. Unless you only have a couple of
resources and not very many indentures, producing the report you
describe is going to get very lengthy and messy. It seems like more
detail than is reasonably necessary to manage a project.

John
Project MVP