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From: JulieS on 1 Feb 2010 12:27
Hi R Scott Fleming,

Pardon me for bumping in here. Just to clarify, the code required to
move information in the Text1 task field to the Text1 assignment field
so you can see and use for grouping in the Resources is not terribly
complex. The code is detailed for you in the FAQ #37 that Jim referred
you to.

It doesn't take long at all to copy and paste the code for 2007 into a
module and run it.

Then you can create a custom group in the Resource Usage view
Group by Text1 as an Assignment field
Then by Name

Does that show what you need?

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

On 2/1/2010 11:51 AM, R.Scott Fleming wrote:
> Thanks Jim,
> I suspected as much. This seems to me to be a very basic requirment for
> displaying costing information per a charge# or WBS# for labor resources
> assigned to the tasks on a project. I am trying to convience management to
> use this tool more, but can not find a way to solve or overcome this
> particular grouping issue... Do you know if MS Project 2010 has any enhanced
> features to address this? Thanks...
>
>
> "Jim Aksel" wrote:
>
>> I believe you are going to need to do a little coding before you apply the
>> solution presented by Sai.
>>
>> I gather you want to enter the charge code on the Gantt and apply it to the
>> task (this is a task view). Since you will do your grouping on the Resource
>> Usage view (a resource view) that value is stored in the resource table Text1.
>>
>> Project uses several tables. Two tables are Task and Resource and each have
>> their own "Text1" (ok custom value) fields. Task.text1 is not the same as
>> Resource.text1.
>>
>> Read all about it in FAQ #37 here: http://project.mvps.org/faqs.htm
>>
>>
>> --
>> If this post was helpful, please consider rating it.
>>
>> Jim Aksel, MVP
>>
>> Check out my blog for more information:
>> http://www.msprojectblog.com
>>
>>
>>
>> "R.Scott Fleming" wrote:
>>
>>> I want to be able to find total labor hours per resource type, grouped by a
>>> custom charge#(text1 field) that I assign manually to each task created (see
>>> example shown below)…
>>>
>>> I realize that I can find the grouped resources hours by using “Resource
>>> Usage” but note that I can not group them by the charge#(text1 field)…
>>>
>>> If I use the Task Usage view, I see that I can group by the charge# but then
>>> can not group by the resource type….
>>>
>>> Is this simply because the charge# field is not shared by the same tables?
>>> What am I missing or not understanding…
>>>
>>> Example:
>>> Charge#
>>> 1-1-1 Contract review (Joe(1hr), Bob(1hr), Joyce(1hr))
>>> 1-1-1 Internal kick-off meeting (Mike(1hr), Bob (1hr), Sue (1hr))
>>> 2-1-1 Design phase1(Bob(40hrs), Sue(20hrs))
>>> 2-1-1 Design phase2 (Joe(8hrs), Bob (4hrs), Sue(2hrs))
>>> 2-1-2 Analysis phase1 (Sue(20hrs))
>>> 2-1-2 Analysis phase2 (Bob(20hrs), Sue(10hrs),Joyce(5hrs)
>>>
>>> Desired grouping info by charge#, by labor resource:
>>> 1-1-1
>>> Joe 1hr
>>> Bob 2hrs
>>> Joyce 1hr
>>> Mike 1hr
>>> Sue 1hr
>>> 2-1-1
>>> Bob 44hrs
>>> Sue 22hrs
>>> Joe 8hrs
>>> 2-1-2
>>> Sue 30hrs
>>> Bob 20hrs
>>> Joyce 5hrs
>>>
From: R.Scott Fleming on 1 Feb 2010 17:59
I will take a look at this....Thanks....

"JulieS" wrote:

> Hi R Scott Fleming,
>
> Pardon me for bumping in here. Just to clarify, the code required to
> move information in the Text1 task field to the Text1 assignment field
> so you can see and use for grouping in the Resources is not terribly
> complex. The code is detailed for you in the FAQ #37 that Jim referred
> you to.
>
> It doesn't take long at all to copy and paste the code for 2007 into a
> module and run it.
>
> Then you can create a custom group in the Resource Usage view
> Group by Text1 as an Assignment field
> Then by Name
>
> Does that show what you need?
>
> 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
>
> On 2/1/2010 11:51 AM, R.Scott Fleming wrote:
> > Thanks Jim,
> > I suspected as much. This seems to me to be a very basic requirment for
> > displaying costing information per a charge# or WBS# for labor resources
> > assigned to the tasks on a project. I am trying to convience management to
> > use this tool more, but can not find a way to solve or overcome this
> > particular grouping issue... Do you know if MS Project 2010 has any enhanced
> > features to address this? Thanks...
> >
> >
> > "Jim Aksel" wrote:
> >
> >> I believe you are going to need to do a little coding before you apply the
> >> solution presented by Sai.
> >>
> >> I gather you want to enter the charge code on the Gantt and apply it to the
> >> task (this is a task view). Since you will do your grouping on the Resource
> >> Usage view (a resource view) that value is stored in the resource table Text1.
> >>
> >> Project uses several tables. Two tables are Task and Resource and each have
> >> their own "Text1" (ok custom value) fields. Task.text1 is not the same as
> >> Resource.text1.
> >>
> >> Read all about it in FAQ #37 here: http://project.mvps.org/faqs.htm
> >>
> >>
> >> --
> >> If this post was helpful, please consider rating it.
> >>
> >> Jim Aksel, MVP
> >>
> >> Check out my blog for more information:
> >> http://www.msprojectblog.com
> >>
> >>
> >>
> >> "R.Scott Fleming" wrote:
> >>
> >>> I want to be able to find total labor hours per resource type, grouped by a
> >>> custom charge#(text1 field) that I assign manually to each task created (see
> >>> example shown below)…
> >>>
> >>> I realize that I can find the grouped resources hours by using “Resource
> >>> Usage” but note that I can not group them by the charge#(text1 field)…
> >>>
> >>> If I use the Task Usage view, I see that I can group by the charge# but then
> >>> can not group by the resource type….
> >>>
> >>> Is this simply because the charge# field is not shared by the same tables?
> >>> What am I missing or not understanding…
> >>>
> >>> Example:
> >>> Charge#
> >>> 1-1-1 Contract review (Joe(1hr), Bob(1hr), Joyce(1hr))
> >>> 1-1-1 Internal kick-off meeting (Mike(1hr), Bob (1hr), Sue (1hr))
> >>> 2-1-1 Design phase1(Bob(40hrs), Sue(20hrs))
> >>> 2-1-1 Design phase2 (Joe(8hrs), Bob (4hrs), Sue(2hrs))
> >>> 2-1-2 Analysis phase1 (Sue(20hrs))
> >>> 2-1-2 Analysis phase2 (Bob(20hrs), Sue(10hrs),Joyce(5hrs)
> >>>
> >>> Desired grouping info by charge#, by labor resource:
> >>> 1-1-1
> >>> Joe 1hr
> >>> Bob 2hrs
> >>> Joyce 1hr
> >>> Mike 1hr
> >>> Sue 1hr
> >>> 2-1-1
> >>> Bob 44hrs
> >>> Sue 22hrs
> >>> Joe 8hrs
> >>> 2-1-2
> >>> Sue 30hrs
> >>> Bob 20hrs
> >>> Joyce 5hrs
> >>>
> .
>
From: R.Scott Fleming on 2 Feb 2010 18:07
Julie, before I start to try to use the code, I went back in the Resource
Usage view and noted several things..... First when you expand (+) a
resource, you see the individual tasks assigned for that resourse (shown in
italics). If I type in data (ie charge#s) in the custom field (again shown
in italics) for each of the tasks and then try to group off of that field, it
does not work... The only way it works is if the you input the data in the
custom field on the same row as the resourse....This does not solve the
problem. As you know, one resource can be assigned to many tasks with
differring charge#'s.... It is basically the same issue in the Task Usage
view. When in this view, the resources are in italics and the text field
data can not be grouped off of....


"JulieS" wrote:

> Hi R Scott Fleming,
>
> Pardon me for bumping in here. Just to clarify, the code required to
> move information in the Text1 task field to the Text1 assignment field
> so you can see and use for grouping in the Resources is not terribly
> complex. The code is detailed for you in the FAQ #37 that Jim referred
> you to.
>
> It doesn't take long at all to copy and paste the code for 2007 into a
> module and run it.
>
> Then you can create a custom group in the Resource Usage view
> Group by Text1 as an Assignment field
> Then by Name
>
> Does that show what you need?
>
> 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
>
> On 2/1/2010 11:51 AM, R.Scott Fleming wrote:
> > Thanks Jim,
> > I suspected as much. This seems to me to be a very basic requirment for
> > displaying costing information per a charge# or WBS# for labor resources
> > assigned to the tasks on a project. I am trying to convience management to
> > use this tool more, but can not find a way to solve or overcome this
> > particular grouping issue... Do you know if MS Project 2010 has any enhanced
> > features to address this? Thanks...
> >
> >
> > "Jim Aksel" wrote:
> >
> >> I believe you are going to need to do a little coding before you apply the
> >> solution presented by Sai.
> >>
> >> I gather you want to enter the charge code on the Gantt and apply it to the
> >> task (this is a task view). Since you will do your grouping on the Resource
> >> Usage view (a resource view) that value is stored in the resource table Text1.
> >>
> >> Project uses several tables. Two tables are Task and Resource and each have
> >> their own "Text1" (ok custom value) fields. Task.text1 is not the same as
> >> Resource.text1.
> >>
> >> Read all about it in FAQ #37 here: http://project.mvps.org/faqs.htm
> >>
> >>
> >> --
> >> If this post was helpful, please consider rating it.
> >>
> >> Jim Aksel, MVP
> >>
> >> Check out my blog for more information:
> >> http://www.msprojectblog.com
> >>
> >>
> >>
> >> "R.Scott Fleming" wrote:
> >>
> >>> I want to be able to find total labor hours per resource type, grouped by a
> >>> custom charge#(text1 field) that I assign manually to each task created (see
> >>> example shown below)…
> >>>
> >>> I realize that I can find the grouped resources hours by using “Resource
> >>> Usage” but note that I can not group them by the charge#(text1 field)…
> >>>
> >>> If I use the Task Usage view, I see that I can group by the charge# but then
> >>> can not group by the resource type….
> >>>
> >>> Is this simply because the charge# field is not shared by the same tables?
> >>> What am I missing or not understanding…
> >>>
> >>> Example:
> >>> Charge#
> >>> 1-1-1 Contract review (Joe(1hr), Bob(1hr), Joyce(1hr))
> >>> 1-1-1 Internal kick-off meeting (Mike(1hr), Bob (1hr), Sue (1hr))
> >>> 2-1-1 Design phase1(Bob(40hrs), Sue(20hrs))
> >>> 2-1-1 Design phase2 (Joe(8hrs), Bob (4hrs), Sue(2hrs))
> >>> 2-1-2 Analysis phase1 (Sue(20hrs))
> >>> 2-1-2 Analysis phase2 (Bob(20hrs), Sue(10hrs),Joyce(5hrs)
> >>>
> >>> Desired grouping info by charge#, by labor resource:
> >>> 1-1-1
> >>> Joe 1hr
> >>> Bob 2hrs
> >>> Joyce 1hr
> >>> Mike 1hr
> >>> Sue 1hr
> >>> 2-1-1
> >>> Bob 44hrs
> >>> Sue 22hrs
> >>> Joe 8hrs
> >>> 2-1-2
> >>> Sue 30hrs
> >>> Bob 20hrs
> >>> Joyce 5hrs
> >>>
> .
>
From: R.Scott Fleming on 2 Feb 2010 18:59
Jim, will the code listed in #37, address the issues I asked JulieS about?
See my thread questions/comments back to her on 2/2/2010.

"Jim Aksel" wrote:

> I believe you are going to need to do a little coding before you apply the
> solution presented by Sai.
>
> I gather you want to enter the charge code on the Gantt and apply it to the
> task (this is a task view). Since you will do your grouping on the Resource
> Usage view (a resource view) that value is stored in the resource table Text1.
>
> Project uses several tables. Two tables are Task and Resource and each have
> their own "Text1" (ok custom value) fields. Task.text1 is not the same as
> Resource.text1.
>
> Read all about it in FAQ #37 here: http://project.mvps.org/faqs.htm
>
>
> --
> If this post was helpful, please consider rating it.
>
> Jim Aksel, MVP
>
> Check out my blog for more information:
> http://www.msprojectblog.com
>
>
>
> "R.Scott Fleming" wrote:
>
> > I want to be able to find total labor hours per resource type, grouped by a
> > custom charge#(text1 field) that I assign manually to each task created (see
> > example shown below)…
> >
> > I realize that I can find the grouped resources hours by using “Resource
> > Usage” but note that I can not group them by the charge#(text1 field)…
> >
> > If I use the Task Usage view, I see that I can group by the charge# but then
> > can not group by the resource type….
> >
> > Is this simply because the charge# field is not shared by the same tables?
> > What am I missing or not understanding…
> >
> > Example:
> > Charge#
> > 1-1-1 Contract review (Joe(1hr), Bob(1hr), Joyce(1hr))
> > 1-1-1 Internal kick-off meeting (Mike(1hr), Bob (1hr), Sue (1hr))
> > 2-1-1 Design phase1(Bob(40hrs), Sue(20hrs))
> > 2-1-1 Design phase2 (Joe(8hrs), Bob (4hrs), Sue(2hrs))
> > 2-1-2 Analysis phase1 (Sue(20hrs))
> > 2-1-2 Analysis phase2 (Bob(20hrs), Sue(10hrs),Joyce(5hrs)
> >
> > Desired grouping info by charge#, by labor resource:
> > 1-1-1
> > Joe 1hr
> > Bob 2hrs
> > Joyce 1hr
> > Mike 1hr
> > Sue 1hr
> > 2-1-1
> > Bob 44hrs
> > Sue 22hrs
> > Joe 8hrs
> > 2-1-2
> > Sue 30hrs
> > Bob 20hrs
> > Joyce 5hrs
> >
From: JulieS on 3 Feb 2010 12:06
When you enter the information in the italics row, you are adding it to
the assignment field.

All the code does is copy the information from Task Text1 to assignment
Text1 -- what you accomplished by typing in the data on the assignment row.

The trick is when you create the group, you need to group on the Text1
**assignment** field when you define the group. Turn on the option
"Group assignments not resources" and select the Field type of
assignment for Text1.

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

On 2/2/2010 6:07 PM, R.Scott Fleming wrote:
> Julie, before I start to try to use the code, I went back in the Resource
> Usage view and noted several things..... First when you expand (+) a
> resource, you see the individual tasks assigned for that resourse (shown in
> italics). If I type in data (ie charge#s) in the custom field (again shown
> in italics) for each of the tasks and then try to group off of that field, it
> does not work... The only way it works is if the you input the data in the
> custom field on the same row as the resourse....This does not solve the
> problem. As you know, one resource can be assigned to many tasks with
> differring charge#'s.... It is basically the same issue in the Task Usage
> view. When in this view, the resources are in italics and the text field
> data can not be grouped off of....
>
>
> "JulieS" wrote:
>
>> Hi R Scott Fleming,
>>
>> Pardon me for bumping in here. Just to clarify, the code required to
>> move information in the Text1 task field to the Text1 assignment field
>> so you can see and use for grouping in the Resources is not terribly
>> complex. The code is detailed for you in the FAQ #37 that Jim referred
>> you to.
>>
>> It doesn't take long at all to copy and paste the code for 2007 into a
>> module and run it.
>>
>> Then you can create a custom group in the Resource Usage view
>> Group by Text1 as an Assignment field
>> Then by Name
>>
>> Does that show what you need?
>>
>> 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
>>
>> On 2/1/2010 11:51 AM, R.Scott Fleming wrote:
>>> Thanks Jim,
>>> I suspected as much. This seems to me to be a very basic requirment for
>>> displaying costing information per a charge# or WBS# for labor resources
>>> assigned to the tasks on a project. I am trying to convience management to
>>> use this tool more, but can not find a way to solve or overcome this
>>> particular grouping issue... Do you know if MS Project 2010 has any enhanced
>>> features to address this? Thanks...
>>>
>>>
>>> "Jim Aksel" wrote:
>>>
>>>> I believe you are going to need to do a little coding before you apply the
>>>> solution presented by Sai.
>>>>
>>>> I gather you want to enter the charge code on the Gantt and apply it to the
>>>> task (this is a task view). Since you will do your grouping on the Resource
>>>> Usage view (a resource view) that value is stored in the resource table Text1.
>>>>
>>>> Project uses several tables. Two tables are Task and Resource and each have
>>>> their own "Text1" (ok custom value) fields. Task.text1 is not the same as
>>>> Resource.text1.
>>>>
>>>> Read all about it in FAQ #37 here: http://project.mvps.org/faqs.htm
>>>>
>>>>
>>>> --
>>>> If this post was helpful, please consider rating it.
>>>>
>>>> Jim Aksel, MVP
>>>>
>>>> Check out my blog for more information:
>>>> http://www.msprojectblog.com
>>>>
>>>>
>>>>
>>>> "R.Scott Fleming" wrote:
>>>>
>>>>> I want to be able to find total labor hours per resource type, grouped by a
>>>>> custom charge#(text1 field) that I assign manually to each task created (see
>>>>> example shown below)…
>>>>>
>>>>> I realize that I can find the grouped resources hours by using “Resource
>>>>> Usage” but note that I can not group them by the charge#(text1 field)…
>>>>>
>>>>> If I use the Task Usage view, I see that I can group by the charge# but then
>>>>> can not group by the resource type….
>>>>>
>>>>> Is this simply because the charge# field is not shared by the same tables?
>>>>> What am I missing or not understanding…
>>>>>
>>>>> Example:
>>>>> Charge#
>>>>> 1-1-1 Contract review (Joe(1hr), Bob(1hr), Joyce(1hr))
>>>>> 1-1-1 Internal kick-off meeting (Mike(1hr), Bob (1hr), Sue (1hr))
>>>>> 2-1-1 Design phase1(Bob(40hrs), Sue(20hrs))
>>>>> 2-1-1 Design phase2 (Joe(8hrs), Bob (4hrs), Sue(2hrs))
>>>>> 2-1-2 Analysis phase1 (Sue(20hrs))
>>>>> 2-1-2 Analysis phase2 (Bob(20hrs), Sue(10hrs),Joyce(5hrs)
>>>>>
>>>>> Desired grouping info by charge#, by labor resource:
>>>>> 1-1-1
>>>>> Joe 1hr
>>>>> Bob 2hrs
>>>>> Joyce 1hr
>>>>> Mike 1hr
>>>>> Sue 1hr
>>>>> 2-1-1
>>>>> Bob 44hrs
>>>>> Sue 22hrs
>>>>> Joe 8hrs
>>>>> 2-1-2
>>>>> Sue 30hrs
>>>>> Bob 20hrs
>>>>> Joyce 5hrs
>>>>>
>> .
>>
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