who does when what report

A

Arun

Hi

is there any way that i can show only the tasks which have actuall booked for the date range that i specify
Now when i take the above said report...i can see the list of tasks assigned to the resource & the actual work put against each task on day basis is shown.

Since the task list is so huge i see all the task irrespective of actuals booked or not. I want to restrict this report to display only the task which have actuals booked

can anyone suggest me in this regards?

cheers
 
D

Dale Howard [MVP]

Arun --

To accomplish this with the Who Does What When report, you will need to use
a couple of tricks. First, because you wish to see every task assignment
those % Work Complete is greater than 0% for each resource (actuals booked
for the task), you will need to create a custom Filter by completing the
following steps:

1. Open the project in question
2. Click Project - Filtered For - More Filters
3. Select the Resources - Work filter and click the Copy button
4. Rename this filter something like "_msPE Work Resources with In Progress
Tasks"
5. Add the following information to the second line of the filter criteria:

And % Work Complete Is greater than 0

6. Click OK and then click the Close button (not the Apply button)

Second, you will need to select this new Filter in your Who Does What When
report definition. To do so, complete the following steps:

1. Click View - Reports
2. Double-click the Assignments section
3. Click the Who Does What When report and click Edit
4. Change the Filter selection to your new filter
5. Click OK
6. Double-click the Who Does What When report and examine the print preview
page

Lastly, you will need to set the date range in the Print dialog box by
completing the following steps:

1. While in Print Preview mode for this report, click the Print button
2. In the Timescale section of the Print dialog, set the From and To dates
3. Click the Preview button to make certain the date range is correct

If you wish to use this new Filter and Report for every existing project,
you will need to copy both of them to your Global.mpt file using the
Organizer (Tools - Organizer). If you wish to distribute these across the
enterprise, you should ask your Project Server administrator to create them
in the Enterprise Global file. Hope this helps.




Arun said:
Hi,

is there any way that i can show only the tasks which have actuall booked
for the date range that i specify.
Now when i take the above said report...i can see the list of tasks
assigned to the resource & the actual work put against each task on day
basis is shown.
Since the task list is so huge i see all the task irrespective of actuals
booked or not. I want to restrict this report to display only the task which
have actuals booked.
 
J

John Beamish

The Who Does What When report uses the filter "Resources - Work"

First, build the appropriate filter:

1. Project | Filtered for | More filters ...
2. Click on the Resource radio button
3. Click on "Resources - Work"
4. Click on Copy

There is already one filter condition being applied. We have to add
several additional ones.

5. add a row
And/Or = And
Field Name = Actual Work
Test = is greater than
Values = 0h

6. Add a row
And/Or = And
Field Name = Start
Test = is greater than
Values = "Enter earliest start (mm/dd/yyyy)"? NOTE: you _must_ include
the quotes and the question mark.

7. Add a row
And/Or = And
Field Name = Start
Test = is less than
Values = "Enter latest start (mm/dd/yyyy)"? NOTE: you _must_ include the
quotes and the question mark.

This filter will pick up tasks with the start date in the specified
range. The test for Actual Work may not be necessary, but I've included
it anyway.

Click on OK and Close to exit from preparing the filter.

8. View | Resource Usage and make certain the right hand side of the
display is showing Actual Work. In the Formatting tool bar, select the
filter you just created to demonstrate that it works and to show the items
that will be selected.

9. Click on View | Reports | Assignments | Who Does What When and click
on the Edit button.

10. On the definition tab, change the filter to the one you just created.
11. On the sort tab, change the sequence to Name ascending.

JLB, PMP



Hi,

is there any way that i can show only the tasks which have actuall
booked for the date range that i specify.
Now when i take the above said report...i can see the list of tasks
assigned to the resource & the actual work put against each task on day
basis is shown.

Since the task list is so huge i see all the task irrespective of
actuals booked or not. I want to restrict this report to display only
the task which have actuals booked.

can anyone suggest me in this regards??

cheers



--
 
A

Arun

Hi

I am able to short list the task but in this method a couple of task which have actuals booked in the specified period gets missed out
The scenario is this. I have 10 tasks named from task1 to task10. i want to list the task name along with the actual hours booked for a period irrespective of their start and end dates. if for the period 16-feb to 20feb i have only the actuals entered against task1, task6, task8 then i need to display only these 3 tasks..

is there anything i need to include in the filter criteria.

thanks

----- John Beamish wrote: ----

The Who Does What When report uses the filter "Resources - Work

First, build the appropriate filter

1. Project | Filtered for | More filters ..
2. Click on the Resource radio butto
3. Click on "Resources - Work
4. Click on Cop

There is already one filter condition being applied. We have to add
several additional ones

5. add a ro
And/Or = An
Field Name = Actual Wor
Test = is greater tha
Values = 0

6. Add a ro
And/Or = An
Field Name = Star
Test = is greater tha
Values = "Enter earliest start (mm/dd/yyyy)"? NOTE: you _must_ include
the quotes and the question mark

7. Add a ro
And/Or = An
Field Name = Star
Test = is less tha
Values = "Enter latest start (mm/dd/yyyy)"? NOTE: you _must_ include the
quotes and the question mark

This filter will pick up tasks with the start date in the specified
range. The test for Actual Work may not be necessary, but I've included
it anyway

Click on OK and Close to exit from preparing the filter

8. View | Resource Usage and make certain the right hand side of the
display is showing Actual Work. In the Formatting tool bar, select the
filter you just created to demonstrate that it works and to show the items
that will be selected

9. Click on View | Reports | Assignments | Who Does What When and click
on the Edit button

10. On the definition tab, change the filter to the one you just created
11. On the sort tab, change the sequence to Name ascending

JLB, PM



On Thu, 4 Mar 2004 01:16:08 -0800, Arun
Hi
booked for the date range that i specify
Now when i take the above said report...i can see the list of tasks
assigned to the resource & the actual work put against each task on day
basis is shown
actuals booked or not. I want to restrict this report to display only
the task which have actuals booked



--
 
D

Dale Howard [MVP]

Arun --

Why don't you try the filter I suggested in my post and see if it works any
better for you? There are several approaches on how to locate tasks that
have Actual Work entered against them, as John and I have both shown you in
your responses. Hope this helps.

--
Dale A. Howard [MVP]
Enterprise Project Trainer/Consultant
Denver, Colorado
http://www.msprojectexperts.com
"We wrote the book on Project Server"


Arun said:
Hi,

I am able to short list the task but in this method a couple of task which
have actuals booked in the specified period gets missed out.
The scenario is this. I have 10 tasks named from task1 to task10. i want
to list the task name along with the actual hours booked for a period
irrespective of their start and end dates. if for the period 16-feb to 20feb
i have only the actuals entered against task1, task6, task8 then i need to
display only these 3 tasks..
 
A

Arun

Dale

I did try the filter given by you & john. But it is listing the tasks that has actuals booked irrespective of the date range.
even if the task has actuals booked outside the date range that i specify it is listed

Arun.
 
J

John Beamish

Send the plan to me and I'll see if there's something that can be done.

You can disguise indentifying information by running the scrub macro
you'll find here:
http://masamiki.com/project/macros.htm

Remember to modify my email address so that it is valid.

jlbeamishAThotmailDOTcom


Dale,

I did try the filter given by you & john. But it is listing the tasks
that has actuals booked irrespective of the date range.
even if the task has actuals booked outside the date range that i
specify it is listed.

Arun.



--
 
D

Dale Howard [MVP]

Arun --

I told you to set the date range in the Print dialog box. This will
restrict the tasks shown to only the date range you specify. Did you do
that?




Arun said:
Dale,

I did try the filter given by you & john. But it is listing the tasks that
has actuals booked irrespective of the date range.
 
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