Summarize Task on Resource Usage View/Reports

[Ann]

Is there a way to summarize the task for each resource on the resource usage
report a show a total by Outline level 1. I've got a plan with multiple
projects at the Outline Level 1 using a group of resources across projects.
I'd like to be able to see work by resource with task assigned to each
resource summarized up to the project (Outline Level 1) level underneath them.

 

[JulieS]

Hello Ann,

A couple of questions:

1) I assume you have created a resource pool file when you say that
you have "a group of resources across project." Have you created a
pool file?

2) When you refer to "Outline Level 1" are these summary tasks or
project summary tasks?

What I interpret your request to be is that you wish to show in the
Resource Usage view a list sorted first by Project, then showing
underneath each project, the resources and assignments. Is this
what you need?

If so, you can get what I think you want.
1) Open the Resource pool file.
2) Apply the Resource Usage view.
3) Create a group through Project > Group By, More Groups, New.

Group Definition:
Group By
Field Name: Project
Field Type: Assignment
Order: Ascending

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

In order to select the Assignment field type, you'll need to check
the option "Groups assignments, not resources"

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


Group Name: Resources by Project