To Do List for Resource Pool

[JP]

Hello all; I'm looking for help with generating a To Do task list from my
resource pool. My environment is MSP Standard 2003, with a resource pool of
about 25 staff and a project load of roughly 2 dozen projects.

I 'd like to create a MS Excel output of all tasks (multiple projects) in a
calendar period (two-week) for which a resource is assigned to. All projects
share resources from the pool. I can't seem to suss out a way to do this -
any help or guidance will be heartily appreciated.

Thanks,
JP

 

[Jim Aksel]

The Resource Usage View should help you.
You can also use the Analyze Timephased Data in Excel Wizard from that view.
The wizard will give you options on the variables to export (Resource Name,
Work) and another step lets you specify the "between" dates and time period
(days, weeks, etc).

The Analyze Time Phased Data in Excel wizard is located on the Analysis
Toolbar (View/Toolbars.../Analysis)
--
If this post was helpful, please consider rating it.

Jim

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

 

[JP]

Thanks, Jim. Yes - the Resource Usage view is what I currently use to view
resource allocations, and need to output a similar data set to Excel for
distribution to my various resources.

I'll take a look at the Analyzed Timephased Data in the wizard.

Thanks,
JP

 

[CB]

Hello JP,
Yes you should be able to accomplish this through filters and maps.

First create a filter for each resource
Project-Filtered for-More Filters-New
Select a name for the resource (I use the resource name)
Define what you want to filter for (I use a filter for Resource
Name and less than 100% complete)
Once you have created the first resource filter you can copy and simply
change the name.
Once you have set all the filters you need to build a map for each resource
to save in html.
File
Save as
give the file a name (I use the resource name)
Save as type webpage
follow the promptes and you will come to a page that asks for a filter
apply resource name filter
save map.
Now that you have your fist map you can go back back and pick the next
resource filter and save this map and so forth.

You can now open these up with excel.
You can create VBA to export all resource reports.
Open the project and record a macro to export the first resource.
Tools
Macros
Macro
Record-Name the Macro
file
save as webpage

After you finish.
Stop macro recorder.
Go into VBE and copy the code for the single resource and rename on the next
line for the next resource and map. I am now running 2007. 2007 does not
support html exports. I do have access to 2002 if you need more detailed
help. ([email protected]) The best I remember you just have to change the
file name and map. If you create a new file you may want to use a different
directory. Then you would change path, file name and map. Remember when you
step through the VBA (I think) the macro will pick up the mapped drive letter
(K:\) instead of the server (ServerName:\\). I recommend that you change the
drive letter to the server name so you don't run into problems if you try to
run the macro from a
machine that has a different mapping.
CBanks

 

[JP]

It appears there is no option to export actual tasks of projects for which
the resource has been assigned in the Analyze Timephased Data tool, unless I
missed it. I see lots of options for generic cost and work but none for
specific tasks and the hours assigned. This is really what I'm looking for.
Any more ideas?

Thanks,
JP

 

[BarryS]

Try this...

Enter Resource Usage View
Select the list of resources and tasks
Copy and Paste into a blank Excel worksheet
Go back toProject
Select all the data in the right-hand side of the resource usage table
Copy and Paste into Excel

This is a way to get the Resource Usage info from Project to Excel

Barry