Who Does What report sort?

[G Lykos]

Greetings! Ran the Who Does What report, selected sort by Start (rather
than by ID, the default), and still the task list for each resource report
is in ID order. Did I misunderstand the intent of the sort option? Project
2003 Professional.

Also, is there a simple way to send these reports to something other than
paper (like at least as raw output to a file, if not to a standard document
file format like Word)?

Thanks,
George

 

[JulieS]

Hi George,

I believe when you sort the Who Does What report by Start, you are sorting
by the Start of the Resource's work, not the start of the tasks. It is a
resource report based upon the Resource Usage view, so the sorting tab
controls the sorting of the resources.

As far as sending reports as files, see www.mvps.org/project
FAQ # 16 "Project Viewer".

Hope this helps. Let us know how you get along.

Julie

 

[G Lykos]

Julie, thanks for your reply.

The Who Does What report sorted on ID, and differently on Start, yields the
same results as near as I can tell - in ID order. Sorted on Start, a
resource's tasks are not in Start date order, but that is what had been
hoped for when running the report thus.

My question regarding report output was aimed at how to direct that output
to a file (other than via "print to file" in Windows). Any ideas?

Regards,
George

 

[JulieS]

Hi George,

You're welcome for the reply. See if these additional thoughts help:

When you sort the Who Does What report by Start, it sorts by the *resource*
line - in other words when a resource begins their first task. (Look at the
line with the resources name and see the Start for the resource.) If you
look at the report sorted by date I agree, it would be nice to see the
assignments (indented underneath the resource's names) from earliest start
date to latest.

The workaround that I use because of the problem with the Who Does What
report is to create a new table (I call it the Who Does What table) based
upon the Usage Table applied to the Resource Sheet. I add Assignment Units,
Assignment Delay, Start, and Finish to the existing Usage table. I then
drag the split far right to hide the timescaled portion of the Resource
Usage view and print the view. It then shows data similar to the Who Does
What report but the assignments are sorted correctly.

As far as creating a non-project file with the data from the table, I export
(File> Save As) to Excel and base the export on the Who Does What table
adding the Assignment field to the export map. Once in Excel, the
spreadsheet requires some formatting but using the Assignment column to
filter for only assignments (field equals "Yes"), the formatting is quick.

The export could be automated using VBA, but my VBA skills are not quite
there yet ;-).

The other option (as noted in FAQ #16 at www.mvps.org/project) is to print
to a PDF file using an Adobe-like product.

Hope this helps. Let us know how you get along.

Julie