who/what/when report

[aspgk]

I'd like to be able to:

1. merge several projects using the same resources
2. print the who/what/when report which also shows the project, because the
merged reports are from a standard template with the same task names, so i
have triple entries with no way to differentiate them to the project

Can this be done?

 

[JulieS]

Hi aspkg,

My answers are embedded.

I'd like to be able to:

1. merge several projects using the same resources

[Julie] Yes, by using a resource pool file. Fellow MVP, Mike Glen has
written an excellent series of articles on MS Project. His articles may
be found at:

http://project.mvps.org/mike's_tutorials.htm

Articles number 17 & 18 give great detailed information about how to
create resource pool files.

2. print the who/what/when report which also shows the project,
because the
merged reports are from a standard template with the same task names,
so i
have triple entries with no way to differentiate them to the project

Can this be done?

[Julie] I'm afraid not directly. The Who Does What When report is very
limited as to what additional data can be added to the report. However,
the report is essentially the Resource Usage view. You can add the
Project field to the table (left side) of the Resource Usage view to
help differentiate what assignments are coming from what project files.
Zoom the timescaled portion as needed and then print the view.

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

 

[aspgk]

Thanks.. I think that will work...

My daughter's name is Julie....

Hi aspkg,

My answers are embedded.

I'd like to be able to:

1. merge several projects using the same resources

[Julie] Yes, by using a resource pool file. Fellow MVP, Mike Glen has
written an excellent series of articles on MS Project. His articles may
be found at:

http://project.mvps.org/mike's_tutorials.htm

Articles number 17 & 18 give great detailed information about how to
create resource pool files.

2. print the who/what/when report which also shows the project,
because the
merged reports are from a standard template with the same task names,
so i
have triple entries with no way to differentiate them to the project

Can this be done?

[Julie] I'm afraid not directly. The Who Does What When report is very
limited as to what additional data can be added to the report. However,
the report is essentially the Resource Usage view. You can add the
Project field to the table (left side) of the Resource Usage view to
help differentiate what assignments are coming from what project files.
Zoom the timescaled portion as needed and then print the view.

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

 

[JulieS]

You're welcome and thanks for the feedback.

Great choice of names for your daughter as well

Julie
Project MVP

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

Thanks.. I think that will work...

My daughter's name is Julie....

Hi aspkg,

My answers are embedded.

I'd like to be able to:

1. merge several projects using the same resources

[Julie] Yes, by using a resource pool file. Fellow MVP, Mike Glen
has
written an excellent series of articles on MS Project. His articles
may
be found at:

http://project.mvps.org/mike's_tutorials.htm

Articles number 17 & 18 give great detailed information about how to
create resource pool files.

2. print the who/what/when report which also shows the project,
because the
merged reports are from a standard template with the same task
names,
so i
have triple entries with no way to differentiate them to the
project

Can this be done?

[Julie] I'm afraid not directly. The Who Does What When report is
very
limited as to what additional data can be added to the report.
However,
the report is essentially the Resource Usage view. You can add the
Project field to the table (left side) of the Resource Usage view to
help differentiate what assignments are coming from what project
files.
Zoom the timescaled portion as needed and then print the view.

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

 

[aspgk]

Hello Julie:

1. I created a resource pool with the three projects
2. I brought up hte resource usage view in the master resource file and
added the project name (great)
3. I brought up the Resource Usage view and is showed the resource usage by
project name.
4. However when trying to sort the view so all the tasks for a given
resource displayed, it just sorted the view alphabetically by the name field
(contains the resource name and task name, instead of displayiing the
Resource name and all tasks regardless of the project they belonged to under
that resource...

Is there a way to view the information by resource name (major), followed by
each task assigned to that resource, regardless of the project it came
from????

Thanks

Paul

P.S. Julie says hello

Hi aspkg,

My answers are embedded.

I'd like to be able to:

1. merge several projects using the same resources

[Julie] Yes, by using a resource pool file. Fellow MVP, Mike Glen has
written an excellent series of articles on MS Project. His articles may
be found at:

http://project.mvps.org/mike's_tutorials.htm

Articles number 17 & 18 give great detailed information about how to
create resource pool files.

2. print the who/what/when report which also shows the project,
because the
merged reports are from a standard template with the same task names,
so i
have triple entries with no way to differentiate them to the project

Can this be done?

[Julie] I'm afraid not directly. The Who Does What When report is very
limited as to what additional data can be added to the report. However,
the report is essentially the Resource Usage view. You can add the
Project field to the table (left side) of the Resource Usage view to
help differentiate what assignments are coming from what project files.
Zoom the timescaled portion as needed and then print the view.

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

 

[JulieS]

Hello Paul,

I'm not sure exactly what you are trying to do. I think you are trying
to sort the Resource Usage View, first by Resource Name (alphabetically)
and then by assignment name (alphabetically) so that all assignments
which begin with "a" appear before all assignments (regardless of
project) which begin with "b".

If so, display the Resource Usage view and choose Project > Sort > Sort
By. In the Sort dialog box, select Name --this will sort by Resource
Name and then by assignment name. At the bottom of the dialog box,
deselect (uncheck) Sort resources with their assignments by project.
That should sort the assignments alphabetically without sorting by
project.

I hope this helps. Let us know how you get along.

PS - Okay, here's an odd one -- my husband's name is Paul. :-0

Julie
Project MVP

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

Hello Julie:

1. I created a resource pool with the three projects
2. I brought up hte resource usage view in the master resource file
and
added the project name (great)
3. I brought up the Resource Usage view and is showed the resource
usage by
project name.
4. However when trying to sort the view so all the tasks for a given
resource displayed, it just sorted the view alphabetically by the name
field
(contains the resource name and task name, instead of displayiing the
Resource name and all tasks regardless of the project they belonged to
under
that resource...

Is there a way to view the information by resource name (major),
followed by
each task assigned to that resource, regardless of the project it came
from????

Thanks

Paul

P.S. Julie says hello

Hi aspkg,

My answers are embedded.

I'd like to be able to:

1. merge several projects using the same resources

[Julie] Yes, by using a resource pool file. Fellow MVP, Mike Glen
has
written an excellent series of articles on MS Project. His articles
may
be found at:

http://project.mvps.org/mike's_tutorials.htm

Articles number 17 & 18 give great detailed information about how to
create resource pool files.

2. print the who/what/when report which also shows the project,
because the
merged reports are from a standard template with the same task
names,
so i
have triple entries with no way to differentiate them to the
project

Can this be done?

[Julie] I'm afraid not directly. The Who Does What When report is
very
limited as to what additional data can be added to the report.
However,
the report is essentially the Resource Usage view. You can add the
Project field to the table (left side) of the Resource Usage view to
help differentiate what assignments are coming from what project
files.
Zoom the timescaled portion as needed and then print the view.

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

 

[aspgk]

.... i think i have it working, by playing around with the Group by feature...
thanks..

... and congratulations on your excellent filtering process regarding husband
names!!!!!!

Hello Paul,

I'm not sure exactly what you are trying to do. I think you are trying
to sort the Resource Usage View, first by Resource Name (alphabetically)
and then by assignment name (alphabetically) so that all assignments
which begin with "a" appear before all assignments (regardless of
project) which begin with "b".

If so, display the Resource Usage view and choose Project > Sort > Sort
By. In the Sort dialog box, select Name --this will sort by Resource
Name and then by assignment name. At the bottom of the dialog box,
deselect (uncheck) Sort resources with their assignments by project.
That should sort the assignments alphabetically without sorting by
project.

I hope this helps. Let us know how you get along.

PS - Okay, here's an odd one -- my husband's name is Paul. :-0

Julie
Project MVP

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

Hello Julie:

1. I created a resource pool with the three projects
2. I brought up hte resource usage view in the master resource file
and
added the project name (great)
3. I brought up the Resource Usage view and is showed the resource
usage by
project name.
4. However when trying to sort the view so all the tasks for a given
resource displayed, it just sorted the view alphabetically by the name
field
(contains the resource name and task name, instead of displayiing the
Resource name and all tasks regardless of the project they belonged to
under
that resource...

Is there a way to view the information by resource name (major),
followed by
each task assigned to that resource, regardless of the project it came
from????

Thanks

Paul

P.S. Julie says hello

Hi aspkg,

My answers are embedded.

I'd like to be able to:

1. merge several projects using the same resources

[Julie] Yes, by using a resource pool file. Fellow MVP, Mike Glen
has
written an excellent series of articles on MS Project. His articles
may
be found at:

http://project.mvps.org/mike's_tutorials.htm

Articles number 17 & 18 give great detailed information about how to
create resource pool files.

2. print the who/what/when report which also shows the project,
because the
merged reports are from a standard template with the same task
names,
so i
have triple entries with no way to differentiate them to the
project

Can this be done?

[Julie] I'm afraid not directly. The Who Does What When report is
very
limited as to what additional data can be added to the report.
However,
the report is essentially the Resource Usage view. You can add the
Project field to the table (left side) of the Resource Usage view to
help differentiate what assignments are coming from what project
files.
Zoom the timescaled portion as needed and then print the view.

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

 

[JulieS]

Hi Paul,

You are most welcome and thanks for the feedback. I'm glad to hear all
is working well now -- but then, with a name of Paul, I was confident
all would work out well

Julie

... i think i have it working, by playing around with the Group by
feature...
thanks..

.. and congratulations on your excellent filtering process regarding
husband
names!!!!!!

Hello Paul,

I'm not sure exactly what you are trying to do. I think you are
trying
to sort the Resource Usage View, first by Resource Name
(alphabetically)
and then by assignment name (alphabetically) so that all assignments
which begin with "a" appear before all assignments (regardless of
project) which begin with "b".

If so, display the Resource Usage view and choose Project > Sort >
Sort
By. In the Sort dialog box, select Name --this will sort by Resource
Name and then by assignment name. At the bottom of the dialog box,
deselect (uncheck) Sort resources with their assignments by project.
That should sort the assignments alphabetically without sorting by
project.

I hope this helps. Let us know how you get along.

PS - Okay, here's an odd one -- my husband's name is Paul. :-0

Julie
Project MVP

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

Hello Julie:

1. I created a resource pool with the three projects
2. I brought up hte resource usage view in the master resource file
and
added the project name (great)
3. I brought up the Resource Usage view and is showed the resource
usage by
project name.
4. However when trying to sort the view so all the tasks for a
given
resource displayed, it just sorted the view alphabetically by the
name
field
(contains the resource name and task name, instead of displayiing
the
Resource name and all tasks regardless of the project they belonged
to
under
that resource...

Is there a way to view the information by resource name (major),
followed by
each task assigned to that resource, regardless of the project it
came
from????

Thanks

Paul

P.S. Julie says hello

:

Hi aspkg,

My answers are embedded.

I'd like to be able to:

1. merge several projects using the same resources

[Julie] Yes, by using a resource pool file. Fellow MVP, Mike Glen
has
written an excellent series of articles on MS Project. His
articles
may
be found at:

http://project.mvps.org/mike's_tutorials.htm

Articles number 17 & 18 give great detailed information about how
to
create resource pool files.

2. print the who/what/when report which also shows the project,
because the
merged reports are from a standard template with the same task
names,
so i
have triple entries with no way to differentiate them to the
project

Can this be done?

[Julie] I'm afraid not directly. The Who Does What When report is
very
limited as to what additional data can be added to the report.
However,
the report is essentially the Resource Usage view. You can add
the
Project field to the table (left side) of the Resource Usage view
to
help differentiate what assignments are coming from what project
files.
Zoom the timescaled portion as needed and then print the view.

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