Text field filtering down to lower level tasks

[Jason]

I would like to know if/how I can have a text field filter down to lower
level tasks, especially resources, in the task usage view. I would like to
label a outline level two task, as Vacation, and I would like to see that
same description be shown on outline level 3 next to the resource.

I run a series of reports that requre this information to be linear. I
cannot use the resource usage view for the report I am creating, and would
like a column that requires little/no maitenance. In theory I could, and
have been, popolating by hand. The problem is that if a resource is added, I
will have to copy and paste that task to the new resource. That leaves to
much room for human error.

Any help is appreciated

 

[Rod Gill]

Hi,

VBA Macro is the only solution. Something like:

Sub TextCopy()
Dim Tsk As Task
Dim SubTsk As Task
For Each Tsk In ActiveProject.Tasks
If Not Tsk Is Nothing Then
If Tsk.Summary Then
For Each SubTsk In Tsk.OutlineChildren
If Not SubTsk Is Nothing Then
SubTsk.Text1 = Tsk.Text1
End If
Next SubTsk
End If
End If
Next Tsk
End Sub

 

[Jason]

Rod, thank you very much. I am proficient in many areas, however, VBA is not
one of those areas. I am sure I can grab someone on my project to sit with
me on this, but is this the exact VBA coding, or as you said "something
like." If it is something like, I can try to grab someone here to help me
clear this up a little bit to fit my needs.

Thank you again

 

[Rod Gill]

That code works. Something like is because I don't know your exact
circumstances and of course the code is all care and no responsibility!!
Obviously you need to swap Text1 to whichever Text field you use.

Run the code first on a test file, or a copy of your main file.

 

[Jason]

i tried the code, it does almost exactly what i was looking for. this is
very close to perfect. thank you very much rod.

you were correct in your assumption that i am in fact usin the text one
field. i only need two things different. one, the code only popoulates from
the highest outline level, so level one, and populates down to all other
tasks. second, the code only populates tasks. is there any way for this
code to populate the cells adjacent to the resource in the resource usage
view as well?

 

[Rod Gill]

You need to loop thru and update Resources for resource lines and
Assignments for Assignment rows.