Assignment: Custom Fields usage

[ToniBCN]

Dear all,

I intend to use custom field Text 30 as a "flag" field for Task and
Assignment. To this end a column for Text 30 has been established in both the
Task Sheet View and the Task Usage View.

The value of the "flag" is computed by an external application, is placed in
an Excel file and is supposed to be populated in the Project file by means of
the respective "import maps". I have already executed those maps and the
following happens.

1) The value of the "flag" (Text 30 field) for the Task appears both in the
Task Sheet View and in the Task Usage View (in the corresponding task lines).
2) The value of the "flag" (Text 30 field) for the Assignment does not
appear in the Task Usage View (in the corresponding assignment lines). And
what it looks worse, the Excel file in which I have exported the Assignments
does not present any value in the Text 30 column.

Can anybody help?. Thanks

 

[Jack Dahlgren]

The task flag field and assignment flag field are two different fields. So if
you want this to work, you will also have to copy the value of the task flag
field into the assignment field (remember that each task can have a number of
assignments).

More here:
http://project.mvps.org/faqs.htm#Data_Types:_Task,_Resource_and_Assignment

You can write a macro which will copy the task field values to the
assignment field values:

Sub copyTaskFieldToAssignment()
For Each Task In ActiveProject.Tasks
For Each Assignment In Task.Assignments
Assignment.Text30 = Task.Text30
Next Assignment
Next Task
End Sub


-Jack Dahlgren
http://zo-d.com/blog

 

[ToniBCN]

Hello Jack,

Thanks for your comment.
Actually, it seems that I did not explain the situation in a clear way. I do
not intend to share the value of "flag" among Task and Assignment. What I
need is to have the possibility of "flagging" the Tasks and the Assignments
according to specific policies. There can be situations in which a Task is
"flagged" but not any of the Assignments is "flagged" and the opposite.
For the above reasons I do have an "import map" to update the "flag" (ie:
Text30) in Tasks and another "import map" to update the "flag" (ie: Text30)
in Assignments. The first one runs properly but the second does not seem to
work (please see the description of the problem in my first post).

I am afraid that the solution you are proposing does not address the
problem. I am very grateful, however.

Looking forward to heraing from you.

 

[JulieS]

Hello ToniBCN,

You should be able to import Task Text30 and Assignment Text30. I imagine
the problem is in the Import map.

First I suggest exporting the information out of Project into an excel file
so you can see precisely what how the information needs to be setup in Excel.
When creating the export, you'll need to select both Task and Assignment data
in the Export Wizard. I suggest exporting the following:

For Task Export:
Unique ID
Name
Text30
Other data as needed

For Assignment Export
Unique ID
Resource Name
Text30

In the resulting Excel export, ou'll see two tabs created, one for Task Data
and one for Assignment data. You should them be able to change the
assignment data and merge the excel data back in using the Unique IDs as the
merge fields for both the Task and Assignment information.

I hope this helps.
Julie

 

[ToniBCN]

Hello JulieS,

Thanks for your help. I have already overcome the problem which was caused
by the import, as you said.

Best Regards.

 

[JulieS]

Good to hear Toni. Thanks for the update.

Julie