Re: Filtering Tasks in Resource Usage View (Report)
- From: "Dann" <Dann@xxxxxxxxxxxxxxxxxxxxxxxxx>
- Date: Sat, 4 Feb 2006 12:21:49 -0800
Ahh...start with the problem, eh? Fair enough.
First, thanks for your overview of the various types of data found in
Project. I'd have to agree with your observation on Project "driving users
nuts." This forum helps.
Here is what I am trying to do:
I need to create a report that lists, for each resource, the tasks to which
he or she is assigned. The tasks should be limited, in my case to those tasks
that are currently active or scheduled to start within the next two weeks.
Seems like it should be reasonably straight forward, but apparently it is not.
--
Regards,
Dann
"John" wrote:
In article <FE78A835-B3F0-4262-B073-06AF207C2551@xxxxxxxxxxxxx>,.
"Dann" <Dann@xxxxxxxxxxxxxxxxxxxxxxxxx> wrote:
I am attempting to create a custom view based on the "Resource Usage" view.
(Ultimately, it will printed as a report.) The basic view shows each resource
and the tasks assigned to that resource. I can include any number of task
fields such as baseline start, start, actual start, etc. What I can't do is
filter the tasks to show just a sub-set.
If I am working in a task view I have custom field that uses a formula to
determine which tasks are either current or scheduled to begin within the
next two weeks. (Thanks to zo-d.com/blog/archives/ms-project-tips.html)
However, when I attempt to apply this filter to the resource view nothing
happens.
I then tried to create the same formula in a resource filter, but that
didn't work either as it is looking at the % work complete for the resource
and not the individual tasks. Is there anyway to filter the tasks that show
in this view?
Dann,
OK, lets start with some basics on the structure of Project. The Project
database has three parts, one for task data, one for resource data and
one for assignment data. Assignment data bridges task and resource data.
Each of these object types has several spare fields associated with it.
For example, there are spare text fields, spare cost fields, etc.
However, Task Text1 is not the same as Resource Text1 nor is it the same
as Assignment Text1 - they are all independent spare fields.
When in a task view (e.g. Gantt Chart), you are looking at task data and
any formulas in custom fields will only apply to tasks. The Usage views
(Task or Resource) are combined views. The Resource Usage view is really
a resource based view although assignment data is also normally shown.
Although the "name" of the assignments is the same as the task name, the
data for the assignment rows is assignment data, not task data.
When a filter, grouping or a formula in a custom field is applied to the
Resource Usage view, it will ONLY apply to resource data, not to the
assignment data. And in fact, filters, grouping and formulas are only
available for task or resource spare fields - they are not available for
assignment spare fields. However, by using an advanced feature of
Project, namely VBA, assignment data can be manipulated with formulas.
Confused? Well sometimes I think that was one of the Project developer's
main objectives - to drive the users nuts.
OK, now that you have the basics on why your approach isn't working,
let's take a different look at what you want to do. You have told us how
you are trying to do something. It is much easier for us to help you if
you tell us WHAT you are trying to do rather than how you plan to do it.
You appear to be looking for some type of special report. If you can
explain that a little more, then we can find an appropriate solution. It
may or may not require the use of VBA.
John
Project MVP
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