show only resources in current project not whole resource pool

[charles14]

I have a shared resource pool with ~150 resources (all people names, no
equipment). How do I filter the resources in one of the 50 or so projects
sharing tthe pool to only show the resources used in the that project, i.e.
Project12, instead of the entire list.

I tried "AND Project equals [Project]" and still got all 150. If there are
only a handful on a project, that is all the PM wants to see. I have used
trial and error for this all day and no luck. Thanks in advance.

 

[Saratoga]

If you open the project you want as read only and do not open the resource
pool when you view the resource usage it will only display the resources
assigned to your project.

If you need to make update this approach will not work. You should open the
resource pool if you are updating assignments.

 

[John]

I have a shared resource pool with ~150 resources (all people names, no
equipment). How do I filter the resources in one of the 50 or so projects
sharing tthe pool to only show the resources used in the that project, i.e.
Project12, instead of the entire list.

I tried "AND Project equals [Project]" and still got all 150. If there are
only a handful on a project, that is all the PM wants to see. I have used
trial and error for this all day and no luck. Thanks in advance.

charles14,
As far as I know there is no existing field that can be used for a
filter but one can be created. The obvious choice is the Group field but
you could also use a spare flag, number of text field. "All" you need to
do is to populate the Resource Sheet of the pool file and you will then
be able to filter on that.

With 150 resources and 50 files it is no small task to manually set the
identification field but this process can be automated with a VBA macro.
It shouldn't be too difficult. If you need help let us know.

John
Project MVP

 

[charles14]

John, thank you and Saratoga for your responses.

Here is the short of what I want:

Supervisor A's base work is in Project12, for instance so I open Project12.
Some of his people can be required for other projects and are assigned to
say Pjoject 1, 2 and 3. He wants to see ANY usage no matter the group in
Project 12 AND ANY usage by someone assigned to his GROUP and that is all.
Not the other 130 resources. So I am looking for:

Any ASSIGNMENT in the ACTIVE.PROJECT OR GROUP = "12345". If you can tell me
the code for that, you would make my day.

Thanks, Charles14

I have a shared resource pool with ~150 resources (all people names, no
equipment). How do I filter the resources in one of the 50 or so projects
sharing tthe pool to only show the resources used in the that project, i.e.
Project12, instead of the entire list.

I tried "AND Project equals [Project]" and still got all 150. If there are
only a handful on a project, that is all the PM wants to see. I have used
trial and error for this all day and no luck. Thanks in advance.

charles14,
As far as I know there is no existing field that can be used for a
filter but one can be created. The obvious choice is the Group field but
you could also use a spare flag, number of text field. "All" you need to
do is to populate the Resource Sheet of the pool file and you will then
be able to filter on that.

With 150 resources and 50 files it is no small task to manually set the
identification field but this process can be automated with a VBA macro.
It shouldn't be too difficult. If you need help let us know.

John
Project MVP

 

[John]

John, thank you and Saratoga for your responses.

Here is the short of what I want:

Supervisor A's base work is in Project12, for instance so I open Project12.
Some of his people can be required for other projects and are assigned to
say Pjoject 1, 2 and 3. He wants to see ANY usage no matter the group in
Project 12 AND ANY usage by someone assigned to his GROUP and that is all.
Not the other 130 resources. So I am looking for:

Any ASSIGNMENT in the ACTIVE.PROJECT OR GROUP = "12345". If you can tell me
the code for that, you would make my day.

Thanks, Charles14

Charles14,
Thanks for the additional clarification but I have more questions. What
exactly does he want to see (i.e. view, report, etc.)? Does he just want
to see the names of all "his" people on the Resource Sheet, or does he
want to see their assignments? Are "his" people identified in some
unique way in the resource pool?

John
Project MVP

I have a shared resource pool with ~150 resources (all people names, no
equipment). How do I filter the resources in one of the 50 or so projects
sharing tthe pool to only show the resources used in the that project,
i.e.
Project12, instead of the entire list.

I tried "AND Project equals [Project]" and still got all 150. If there
are
only a handful on a project, that is all the PM wants to see. I have used
trial and error for this all day and no luck. Thanks in advance.

charles14,
As far as I know there is no existing field that can be used for a
filter but one can be created. The obvious choice is the Group field but
you could also use a spare flag, number of text field. "All" you need to
do is to populate the Resource Sheet of the pool file and you will then
be able to filter on that.

With 150 resources and 50 files it is no small task to manually set the
identification field but this process can be automated with a VBA macro.
It shouldn't be too difficult. If you need help let us know.

John
Project MVP

 

[Saratoga]

John, could you tell me if I understand you question from a resource
perspective?

Lets say supervisor As has 3 members of his group, resource 1, 2 and 3.
Resource 1 is assigned to a task in the supervisors base work as you put it.
Resource 2 is assigned to a another supervisors project and supervisor As
project. Resource 3 is only assigned to tasks in another supervisors project.
All other resources in the pool are assigned to other supervisors groups but
some of these resources are also assigned to supervisor As project.

If I understand the request supervisor A is asking to see what every one in
his group is assigned to and also who is assigned to this specific project.
Am I correct?

John, thank you and Saratoga for your responses.

Here is the short of what I want:

Supervisor A's base work is in Project12, for instance so I open Project12.
Some of his people can be required for other projects and are assigned to
say Pjoject 1, 2 and 3. He wants to see ANY usage no matter the group in
Project 12 AND ANY usage by someone assigned to his GROUP and that is all.
Not the other 130 resources. So I am looking for:

Any ASSIGNMENT in the ACTIVE.PROJECT OR GROUP = "12345". If you can tell me
the code for that, you would make my day.

Thanks, Charles14

I have a shared resource pool with ~150 resources (all people names, no
equipment). How do I filter the resources in one of the 50 or so projects
sharing tthe pool to only show the resources used in the that project, i.e.
Project12, instead of the entire list.

I tried "AND Project equals [Project]" and still got all 150. If there are
only a handful on a project, that is all the PM wants to see. I have used
trial and error for this all day and no luck. Thanks in advance.

charles14,
As far as I know there is no existing field that can be used for a
filter but one can be created. The obvious choice is the Group field but
you could also use a spare flag, number of text field. "All" you need to
do is to populate the Resource Sheet of the pool file and you will then
be able to filter on that.

With 150 resources and 50 files it is no small task to manually set the
identification field but this process can be automated with a VBA macro.
It shouldn't be too difficult. If you need help let us know.

John
Project MVP

 

[charles14]

Saratoga/John,
Saratoga that is exactly correct, anything in my project and anything
assigned to someone who works for me no matter what project.

Charles14

John, could you tell me if I understand you question from a resource
perspective?

Lets say supervisor As has 3 members of his group, resource 1, 2 and 3.
Resource 1 is assigned to a task in the supervisors base work as you put it.
Resource 2 is assigned to a another supervisors project and supervisor As
project. Resource 3 is only assigned to tasks in another supervisors project.
All other resources in the pool are assigned to other supervisors groups but
some of these resources are also assigned to supervisor As project.

If I understand the request supervisor A is asking to see what every one in
his group is assigned to and also who is assigned to this specific project.
Am I correct?

John, thank you and Saratoga for your responses.

Here is the short of what I want:

Supervisor A's base work is in Project12, for instance so I open Project12.
Some of his people can be required for other projects and are assigned to
say Pjoject 1, 2 and 3. He wants to see ANY usage no matter the group in
Project 12 AND ANY usage by someone assigned to his GROUP and that is all.
Not the other 130 resources. So I am looking for:

Any ASSIGNMENT in the ACTIVE.PROJECT OR GROUP = "12345". If you can tell me
the code for that, you would make my day.

Thanks, Charles14

I have a shared resource pool with ~150 resources (all people names, no
equipment). How do I filter the resources in one of the 50 or so projects
sharing tthe pool to only show the resources used in the that project, i.e.
Project12, instead of the entire list.

I tried "AND Project equals [Project]" and still got all 150. If there are
only a handful on a project, that is all the PM wants to see. I have used
trial and error for this all day and no luck. Thanks in advance.

charles14,
As far as I know there is no existing field that can be used for a
filter but one can be created. The obvious choice is the Group field but
you could also use a spare flag, number of text field. "All" you need to
do is to populate the Resource Sheet of the pool file and you will then
be able to filter on that.

With 150 resources and 50 files it is no small task to manually set the
identification field but this process can be automated with a VBA macro.
It shouldn't be too difficult. If you need help let us know.

John
Project MVP

 

[Saratoga]

I'm not sure if this will work out for you but here is my suggestion. To do
this I believe will require two report. One for the group/team and the second
for the specific project.

First you will need to set up groups/group Ids based on your organizational
breakdown structure OBS. Enter these into the Resource pool.

Then you can generate a report that shows what the group members are working
on. Ex. Edit the Who Does What report by filtering on Group and then when the
report executes enter the group ID of the supervisors group. This will show
every task and the name of the project that the group is working on.
(remember you need to open the resource pool to run this report. Read only
will do)

The second report for the individual project will need to use the local
resources. Open the project but do not open the resource pool and then run
your report it will only use the local resources. Do not make any changes to
the project or you will be out of sync with the resource pool.

You may be able to do this with an OLAP cube or a pivot table but I think
this may be the easiest way. In any case you still may have the daunting task
of setting up the OBS which will be a moving target. Remember the line from
the James Taylor song "Doesn’t anybody stay in one place any more". Good luck.

Saratoga/John,
Saratoga that is exactly correct, anything in my project and anything
assigned to someone who works for me no matter what project.

Charles14

John, could you tell me if I understand you question from a resource
perspective?

Lets say supervisor As has 3 members of his group, resource 1, 2 and 3.
Resource 1 is assigned to a task in the supervisors base work as you put it.
Resource 2 is assigned to a another supervisors project and supervisor As
project. Resource 3 is only assigned to tasks in another supervisors project.
All other resources in the pool are assigned to other supervisors groups but
some of these resources are also assigned to supervisor As project.

If I understand the request supervisor A is asking to see what every one in
his group is assigned to and also who is assigned to this specific project.
Am I correct?

John, thank you and Saratoga for your responses.

Here is the short of what I want:

Supervisor A's base work is in Project12, for instance so I open Project12.
Some of his people can be required for other projects and are assigned to
say Pjoject 1, 2 and 3. He wants to see ANY usage no matter the group in
Project 12 AND ANY usage by someone assigned to his GROUP and that is all.
Not the other 130 resources. So I am looking for:

Any ASSIGNMENT in the ACTIVE.PROJECT OR GROUP = "12345". If you can tell me
the code for that, you would make my day.

Thanks, Charles14


:

I have a shared resource pool with ~150 resources (all people names, no
equipment). How do I filter the resources in one of the 50 or so projects
sharing tthe pool to only show the resources used in the that project, i.e.
Project12, instead of the entire list.

I tried "AND Project equals [Project]" and still got all 150. If there are
only a handful on a project, that is all the PM wants to see. I have used
trial and error for this all day and no luck. Thanks in advance.

charles14,
As far as I know there is no existing field that can be used for a
filter but one can be created. The obvious choice is the Group field but
you could also use a spare flag, number of text field. "All" you need to
do is to populate the Resource Sheet of the pool file and you will then
be able to filter on that.

With 150 resources and 50 files it is no small task to manually set the
identification field but this process can be automated with a VBA macro.
It shouldn't be too difficult. If you need help let us know.

John
Project MVP

 

[John]

John, could you tell me if I understand you question from a resource
perspective?

Lets say supervisor As has 3 members of his group, resource 1, 2 and 3.
Resource 1 is assigned to a task in the supervisors base work as you put it.
Resource 2 is assigned to a another supervisors project and supervisor As
project. Resource 3 is only assigned to tasks in another supervisors project.
All other resources in the pool are assigned to other supervisors groups but
some of these resources are also assigned to supervisor As project.

If I understand the request supervisor A is asking to see what every one in
his group is assigned to and also who is assigned to this specific project.
Am I correct?

Saratoga,
Why ask me? That was my question to charles14.

John

John, thank you and Saratoga for your responses.

Here is the short of what I want:

Supervisor A's base work is in Project12, for instance so I open Project12.
Some of his people can be required for other projects and are assigned to
say Pjoject 1, 2 and 3. He wants to see ANY usage no matter the group in
Project 12 AND ANY usage by someone assigned to his GROUP and that is all.
Not the other 130 resources. So I am looking for:

Any ASSIGNMENT in the ACTIVE.PROJECT OR GROUP = "12345". If you can tell me
the code for that, you would make my day.

Thanks, Charles14

I have a shared resource pool with ~150 resources (all people names, no
equipment). How do I filter the resources in one of the 50 or so
projects
sharing tthe pool to only show the resources used in the that project,
i.e.
Project12, instead of the entire list.

I tried "AND Project equals [Project]" and still got all 150. If there
are
only a handful on a project, that is all the PM wants to see. I have
used
trial and error for this all day and no luck. Thanks in advance.

charles14,
As far as I know there is no existing field that can be used for a
filter but one can be created. The obvious choice is the Group field but
you could also use a spare flag, number of text field. "All" you need to
do is to populate the Resource Sheet of the pool file and you will then
be able to filter on that.

With 150 resources and 50 files it is no small task to manually set the
identification field but this process can be automated with a VBA macro.
It shouldn't be too difficult. If you need help let us know.

John
Project MVP

 

[John]

Saratoga/John,
Saratoga that is exactly correct, anything in my project and anything
assigned to someone who works for me no matter what project.

Charles14,
Well OK, we've got your basic requirements but you still didn't explain
what type of report or view you want. And, I'll ask this again, are the
people in the resource pool identified to a specific group? If not, can
they be?

John
Project MVP

Charles14

John, could you tell me if I understand you question from a resource
perspective?

Lets say supervisor As has 3 members of his group, resource 1, 2 and 3.
Resource 1 is assigned to a task in the supervisors base work as you put
it.
Resource 2 is assigned to a another supervisors project and supervisor As
project. Resource 3 is only assigned to tasks in another supervisors
project.
All other resources in the pool are assigned to other supervisors groups
but
some of these resources are also assigned to supervisor As project.

If I understand the request supervisor A is asking to see what every one in
his group is assigned to and also who is assigned to this specific project.
Am I correct?

John, thank you and Saratoga for your responses.

Here is the short of what I want:

Supervisor A's base work is in Project12, for instance so I open
Project12.
Some of his people can be required for other projects and are assigned to
say Pjoject 1, 2 and 3. He wants to see ANY usage no matter the group in
Project 12 AND ANY usage by someone assigned to his GROUP and that is
all.
Not the other 130 resources. So I am looking for:

Any ASSIGNMENT in the ACTIVE.PROJECT OR GROUP = "12345". If you can tell
me
the code for that, you would make my day.

Thanks, Charles14


:

I have a shared resource pool with ~150 resources (all people names,
no
equipment). How do I filter the resources in one of the 50 or so
projects
sharing tthe pool to only show the resources used in the that
project, i.e.
Project12, instead of the entire list.

I tried "AND Project equals [Project]" and still got all 150. If
there are
only a handful on a project, that is all the PM wants to see. I have
used
trial and error for this all day and no luck. Thanks in advance.

charles14,
As far as I know there is no existing field that can be used for a
filter but one can be created. The obvious choice is the Group field
but
you could also use a spare flag, number of text field. "All" you need
to
do is to populate the Resource Sheet of the pool file and you will then
be able to filter on that.

With 150 resources and 50 files it is no small task to manually set the
identification field but this process can be automated with a VBA
macro.
It shouldn't be too difficult. If you need help let us know.

John
Project MVP

 

[Saratoga]

Sorry about that John. I replied to the wrong message.

John, could you tell me if I understand you question from a resource
perspective?

Lets say supervisor As has 3 members of his group, resource 1, 2 and 3.
Resource 1 is assigned to a task in the supervisors base work as you put it.
Resource 2 is assigned to a another supervisors project and supervisor As
project. Resource 3 is only assigned to tasks in another supervisors project.
All other resources in the pool are assigned to other supervisors groups but
some of these resources are also assigned to supervisor As project.

If I understand the request supervisor A is asking to see what every one in
his group is assigned to and also who is assigned to this specific project.
Am I correct?

Saratoga,
Why ask me? That was my question to charles14.

John

John, thank you and Saratoga for your responses.

Here is the short of what I want:

Supervisor A's base work is in Project12, for instance so I open Project12.
Some of his people can be required for other projects and are assigned to
say Pjoject 1, 2 and 3. He wants to see ANY usage no matter the group in
Project 12 AND ANY usage by someone assigned to his GROUP and that is all.
Not the other 130 resources. So I am looking for:

Any ASSIGNMENT in the ACTIVE.PROJECT OR GROUP = "12345". If you can tell me
the code for that, you would make my day.

Thanks, Charles14


:

I have a shared resource pool with ~150 resources (all people names, no
equipment). How do I filter the resources in one of the 50 or so
projects
sharing tthe pool to only show the resources used in the that project,
i.e.
Project12, instead of the entire list.

I tried "AND Project equals [Project]" and still got all 150. If there
are
only a handful on a project, that is all the PM wants to see. I have
used
trial and error for this all day and no luck. Thanks in advance.

charles14,
As far as I know there is no existing field that can be used for a
filter but one can be created. The obvious choice is the Group field but
you could also use a spare flag, number of text field. "All" you need to
do is to populate the Resource Sheet of the pool file and you will then
be able to filter on that.

With 150 resources and 50 files it is no small task to manually set the
identification field but this process can be automated with a VBA macro.
It shouldn't be too difficult. If you need help let us know.

John
Project MVP

 

[John]

Sorry about that John. I replied to the wrong message.

Saratoga,
Don't feel bad, I've done that a couple of times myself

John

John, could you tell me if I understand you question from a resource
perspective?

Lets say supervisor As has 3 members of his group, resource 1, 2 and 3.
Resource 1 is assigned to a task in the supervisors base work as you put
it.
Resource 2 is assigned to a another supervisors project and supervisor As
project. Resource 3 is only assigned to tasks in another supervisors
project.
All other resources in the pool are assigned to other supervisors groups
but
some of these resources are also assigned to supervisor As project.

If I understand the request supervisor A is asking to see what every one
in
his group is assigned to and also who is assigned to this specific
project.
Am I correct?

Saratoga,
Why ask me? That was my question to charles14.

John

:

John, thank you and Saratoga for your responses.

Here is the short of what I want:

Supervisor A's base work is in Project12, for instance so I open
Project12.
Some of his people can be required for other projects and are assigned
to
say Pjoject 1, 2 and 3. He wants to see ANY usage no matter the group
in
Project 12 AND ANY usage by someone assigned to his GROUP and that is
all.
Not the other 130 resources. So I am looking for:

Any ASSIGNMENT in the ACTIVE.PROJECT OR GROUP = "12345". If you can
tell me
the code for that, you would make my day.

Thanks, Charles14


:

I have a shared resource pool with ~150 resources (all people
names, no
equipment). How do I filter the resources in one of the 50 or so
projects
sharing tthe pool to only show the resources used in the that
project,
i.e.
Project12, instead of the entire list.

I tried "AND Project equals [Project]" and still got all 150. If
there
are
only a handful on a project, that is all the PM wants to see. I
have
used
trial and error for this all day and no luck. Thanks in advance.

charles14,
As far as I know there is no existing field that can be used for a
filter but one can be created. The obvious choice is the Group field
but
you could also use a spare flag, number of text field. "All" you need
to
do is to populate the Resource Sheet of the pool file and you will
then
be able to filter on that.

With 150 resources and 50 files it is no small task to manually set
the
identification field but this process can be automated with a VBA
macro.
It shouldn't be too difficult. If you need help let us know.

John
Project MVP