Custom Field Follow-up

[Rick]

I've got a slightly different twist on Neil's question about reporting by
Resource Group. In my case, I want to report by Resource Group by Task
rather than for the project as a whole.

I'm looking at the Task Usage View and have customized the task field
Number1 with the following formula: IIf([Resource Group]="PNA",[Work]/60,0)

It seems to only apply the formula if ALL resources on a particular task
belong to the Resource Group PNA. If only a subset of the resources belong
to the Resource Group PNA, the formula returns 0.

The only alternative I can think of is to customize a resource field rather
than a task field, but then I can't view hours by task.

 

[Neil Peterson]

Number1 with the following formula: IIf([Resource Group]="PNA",[Work]/60,0)

It seems to only apply the formula if ALL resources on a particular task
belong to the Resource Group PNA.

That's actually what you are telling it to do. If you have more than
one group involved then [Resource Group] will be "PNA,QA" (or whatever)
thus the "=" will fail.

If the same as using a filter set for "equals" when what you wanted was
"contains".

If you change [Resource Group]="PNA" to be

InStr([Resource Group],"PNA")>0

Then it should work.

--
Neil Peterson
Project Manager
Maplesoft


(e-mail address removed)
(519) 747-2373 x 334
www.maplesoft.com

 

[Rick]

That doesn't quite solve the problem either because it now totals up the work
for all resource groups assigned to tasks for which at least once resource
from the Resource Group "PNA" is assigned. The problem seems to be that the
formula is applied at the task level rather than at the resource assignment
level. Is there a way to get the formula to apply at the resource assignment
level?

I'm looking for away to provide the following calculation:
Task Resource Resource Group PNA Work Work
#1 A,B PNA,Other 4 8
A PNA 4 4
B Other 0 4

The updated formula you provided, calculates the following:
Task Resource Resource Group PNA Work Work
#1 A,B PNA,Other 8 8
A PNA 0 4
B Other 0 4

Number1 with the following formula: IIf([Resource Group]="PNA",[Work]/60,0)

It seems to only apply the formula if ALL resources on a particular task
belong to the Resource Group PNA.

That's actually what you are telling it to do. If you have more than
one group involved then [Resource Group] will be "PNA,QA" (or whatever)
thus the "=" will fail.

If the same as using a filter set for "equals" when what you wanted was
"contains".

If you change [Resource Group]="PNA" to be

InStr([Resource Group],"PNA")>0

Then it should work.

--
Neil Peterson
Project Manager
Maplesoft


(e-mail address removed)
(519) 747-2373 x 334
www.maplesoft.com

 

[Mike Glen]

Hi Rick,

Welcome to this Microsoft Project newsgroup

You could try (I haven't !!!) the same customization in a column in the
Resource Usage view. You might like to see FAQ Item: 37 - Custom Fields in
Tables. FAQs, companion products and other useful Project information can
be seen at this web address: http://www.mvps.org/project/

Hope this helps - please let us know how you get on

Mike Glen
Project MVP

That doesn't quite solve the problem either because it now totals up
the work for all resource groups assigned to tasks for which at least
once resource from the Resource Group "PNA" is assigned. The problem
seems to be that the formula is applied at the task level rather than
at the resource assignment level. Is there a way to get the formula
to apply at the resource assignment level?

I'm looking for away to provide the following calculation:
Task Resource Resource Group PNA Work Work
#1 A,B PNA,Other 4 8
A PNA 4 4
B Other 0 4

The updated formula you provided, calculates the following:
Task Resource Resource Group PNA Work Work
#1 A,B PNA,Other 8 8
A PNA 0 4
B Other 0 4

Number1 with the following formula: IIf([Resource
Group]="PNA",[Work]/60,0)

It seems to only apply the formula if ALL resources on a particular
task belong to the Resource Group PNA.

That's actually what you are telling it to do. If you have more than
one group involved then [Resource Group] will be "PNA,QA" (or
whatever) thus the "=" will fail.

If the same as using a filter set for "equals" when what you wanted
was "contains".

If you change [Resource Group]="PNA" to be

InStr([Resource Group],"PNA")>0

Then it should work.

--
Neil Peterson
Project Manager
Maplesoft


(e-mail address removed)
(519) 747-2373 x 334
www.maplesoft.com

 

[Rick]

I've got two takes on this.

1. Working from the Resource Usage view won't answer my question because it
aggregates data by Resource, not by task. Using this view, I can't get
totals for a resource group by task.

2. I can apply the customization to a resource field rather than a task
field, but the resource fields aren't avaialble on the Task Usage view.

How about another angle? FAQ #37 talks about three types of custom fields:
Task, Resource, and Assignment. My version of Project (2002) only has Task
and Resource custom fields. Are Assignmnet custom fields somthing that was
delivered in a newer release? It seems that this might be what I need.

Hi Rick,

Welcome to this Microsoft Project newsgroup

You could try (I haven't !!!) the same customization in a column in the
Resource Usage view. You might like to see FAQ Item: 37 - Custom Fields in
Tables. FAQs, companion products and other useful Project information can
be seen at this web address: http://www.mvps.org/project/

Hope this helps - please let us know how you get on

Mike Glen
Project MVP

That doesn't quite solve the problem either because it now totals up
the work for all resource groups assigned to tasks for which at least
once resource from the Resource Group "PNA" is assigned. The problem
seems to be that the formula is applied at the task level rather than
at the resource assignment level. Is there a way to get the formula
to apply at the resource assignment level?

I'm looking for away to provide the following calculation:
Task Resource Resource Group PNA Work Work
#1 A,B PNA,Other 4 8
A PNA 4 4
B Other 0 4

The updated formula you provided, calculates the following:
Task Resource Resource Group PNA Work Work
#1 A,B PNA,Other 8 8
A PNA 0 4
B Other 0 4

Rick wrote:
Number1 with the following formula: IIf([Resource
Group]="PNA",[Work]/60,0)

It seems to only apply the formula if ALL resources on a particular
task belong to the Resource Group PNA.

That's actually what you are telling it to do. If you have more than
one group involved then [Resource Group] will be "PNA,QA" (or
whatever) thus the "=" will fail.

If the same as using a filter set for "equals" when what you wanted
was "contains".

If you change [Resource Group]="PNA" to be

InStr([Resource Group],"PNA")>0

Then it should work.

--
Neil Peterson
Project Manager
Maplesoft


(e-mail address removed)
(519) 747-2373 x 334
www.maplesoft.com

 

[Jan De Messemaeker]

Hi,

Not that I have a solution ready, but assignment do have custom fields like
Text1 etc.; they just can't be "customised" in terms of formula, graphical
indicator, etc.
HTH

--
Jan De Messemaeker
Microsoft Project Most Valuable Professional
http://users.online.be/prom-ade/index.htm
32-495-300 620

I've got two takes on this.

1. Working from the Resource Usage view won't answer my question because it
aggregates data by Resource, not by task. Using this view, I can't get
totals for a resource group by task.

2. I can apply the customization to a resource field rather than a task
field, but the resource fields aren't avaialble on the Task Usage view.

How about another angle? FAQ #37 talks about three types of custom fields:
Task, Resource, and Assignment. My version of Project (2002) only has Task
and Resource custom fields. Are Assignmnet custom fields somthing that was
delivered in a newer release? It seems that this might be what I need.

Hi Rick,

Welcome to this Microsoft Project newsgroup

You could try (I haven't !!!) the same customization in a column in the
Resource Usage view. You might like to see FAQ Item: 37 - Custom Fields in
Tables. FAQs, companion products and other useful Project information can
be seen at this web address: http://www.mvps.org/project/

Hope this helps - please let us know how you get on

Mike Glen
Project MVP

That doesn't quite solve the problem either because it now totals up
the work for all resource groups assigned to tasks for which at least
once resource from the Resource Group "PNA" is assigned. The problem
seems to be that the formula is applied at the task level rather than
at the resource assignment level. Is there a way to get the formula
to apply at the resource assignment level?

I'm looking for away to provide the following calculation:
Task Resource Resource Group PNA Work Work
#1 A,B PNA,Other 4 8
A PNA 4 4
B Other 0 4

The updated formula you provided, calculates the following:
Task Resource Resource Group PNA Work Work
#1 A,B PNA,Other 8 8
A PNA 0 4
B Other 0 4

:

Rick wrote:
Number1 with the following formula: IIf([Resource
Group]="PNA",[Work]/60,0)

It seems to only apply the formula if ALL resources on a particular
task belong to the Resource Group PNA.

That's actually what you are telling it to do. If you have more than
one group involved then [Resource Group] will be "PNA,QA" (or
whatever) thus the "=" will fail.

If the same as using a filter set for "equals" when what you wanted
was "contains".

If you change [Resource Group]="PNA" to be

InStr([Resource Group],"PNA")>0

Then it should work.

--
Neil Peterson
Project Manager
Maplesoft


(e-mail address removed)
(519) 747-2373 x 334
www.maplesoft.com