grouping question...
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From: R.Scott Fleming on 3 Feb 2010 15:29 I will give this a try....Thank you very much for your help... "JulieS" wrote: > 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 > >>>>> > >> . > >> > . >
From: R.Scott Fleming on 3 Feb 2010 15:59 Julie, thanks for the suggestion, but this still does not seem to work. Using your suggestion, all the labor tasks are grouped or rolledup in a "No Value" group and no resourse are shown when this section is expanded... Again the goal is to group by the charge# (text1), then drill-in (expand+) and see the resources listed, and then drill-in (expand+) and see the associated hours assigned to the resources tasks.... Anyway I can upload you the file? "JulieS" wrote: > 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 > >>>>> > >> . > >> > . >
From: JulieS on 3 Feb 2010 19:27
If you care to, email me the Project at prjng AT maine DOT rr DOT com. Remove spaces and replace the AT with @ and DOT with . 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 2/3/2010 3:59 PM, R.Scott Fleming wrote: > Julie, thanks for the suggestion, but this still does not seem to work. Using > your suggestion, all the labor tasks are grouped or rolledup in a "No Value" > group and no resourse are shown when this section is expanded... > > Again the goal is to group by the charge# (text1), then drill-in (expand+) > and see the resources listed, and then drill-in (expand+) and see the > associated hours assigned to the resources tasks.... > > Anyway I can upload you the file? > > "JulieS" wrote: > >> 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 >>>>>>> >>>> . >>>> >> . >> |