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From: R.Scott Fleming on 31 Jan 2010 21:35 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: Sai on 31 Jan 2010 22:55 On Feb 1, 7:35 am, R.Scott Fleming <RScottFlem...(a)discussions.microsoft.com> 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 Looking your requirement, you want to group the resources by your custom field (text1) to display their labour hours. You can make use of the Resource Sheet itself to do the same. Steps 1. Change your view to Resource Sheet view 2. Insert the column "Work"; this stands for the work allocated to the resource in the project 3. Choose Project, Group, Custom Group by ... and set the Group By "field name" column to text1 You should observe the resources are grouped by text1, and work is also summarized. Please let us know if this helps - Sai, PMP, PMI-SP, MCT, MCTS http://saipower.wordpress.com
From: R.Scott Fleming on 1 Feb 2010 01:33 Thank you but this is not what I was hoping for.... I am assigning the charge#'s in the Gantt view (Entry table, using the custom field Text1). Using your suggestion, while in the Resource Sheet, no task information is shown. "Sai" wrote: > Looking your requirement, you want to group the resources by your > custom field (text1) to display their labour hours. > > You can make use of the Resource Sheet itself to do the same. > > Steps > 1. Change your view to Resource Sheet view > 2. Insert the column "Work"; this stands for the work allocated to the > resource in the project > 3. Choose Project, Group, Custom Group by ... and set the Group By > "field name" column to text1 > > You should observe the resources are grouped by text1, and work is > also summarized. > > Please let us know if this helps > > - Sai, PMP, PMI-SP, MCT, MCTS > http://saipower.wordpress.com > . >
From: Jim Aksel on 1 Feb 2010 01:36 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 11:51
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 > > |