Customizing an enterprise number field on Resource Usage view

[Luis Arguello]

Hello. I just customized enterprise text field on the Resource Usage view to
classify each task shown for each resource in one on the following categories:

- Research
- Development
- Testing

I'm using a Value List and it's working ok. But what I really need is,
accoding to the task category, include an enterprise number field that shows
the total of actual work performed by each resource on each category. I
understand I should add a new customized enterprise number field to calculate
the totals for each category.

For "Research", for example, I'm using the following formula:

IIf([Enterprise Text2]="Research",([Actual Work]/60),0)

and I have set the calculation for task and group summary rows in "Sum"
mode. Nevertheless, if the actual work on a task of type "Research" is 5
hours for a given resource, I get 3 hours on the cell corresponding to the
customized enterprise number field (which I called "Research Actual Work")
and I get an error on the summary cell corresponding to the resource.

Any thoughts? I'd appreciate any suggestions! Thanks.

 

[John]

Hello. I just customized enterprise text field on the Resource Usage view to
classify each task shown for each resource in one on the following categories:

- Research
- Development
- Testing

I'm using a Value List and it's working ok. But what I really need is,
accoding to the task category, include an enterprise number field that shows
the total of actual work performed by each resource on each category. I
understand I should add a new customized enterprise number field to calculate
the totals for each category.

For "Research", for example, I'm using the following formula:

IIf([Enterprise Text2]="Research",([Actual Work]/60),0)

and I have set the calculation for task and group summary rows in "Sum"
mode. Nevertheless, if the actual work on a task of type "Research" is 5
hours for a given resource, I get 3 hours on the cell corresponding to the
customized enterprise number field (which I called "Research Actual Work")
and I get an error on the summary cell corresponding to the resource.

Any thoughts? I'd appreciate any suggestions! Thanks.

Luis,
First of all, the Resource Usage view does not show tasks, it shows
assignments - there is a difference. You might want to go to our MVP
website at, http://project.mvps.org/faqs.htm, and take a look at FAQ 43
- Data Types: Task, Resource and Assignment. It should clear up the
issue you are having with your formula.

So how do you get the data you want? Try the following. Use a single
spare Enterprise Text field for all three categories. Your value list
should make it pretty convenient to set up each assignment row with the
appropriate category. Then go to Project/Group By/Customize Group by.
Set the first criteria to be "Name" and the second criteria to be the
Enterprise text field you selected. Check the box to group assignments,
not resources. Set the the Field Type for the Enterprise text field to
be "assignment". Finally hit "OK".

Hope this helps.
John
Project MVP

 

[Dave]

Hello. I just customized enterprise text field on the Resource Usage view to
classify each task shown for each resource in one on the following categories:

- Research
- Development
- Testing

I'm using a Value List and it's working ok. But what I really need is,
accoding to the task category, include an enterprise number field that shows
the total of actual work performed by each resource on each category. I
understand I should add a new customized enterprise number field to calculate
the totals for each category.

For "Research", for example, I'm using the following formula:

IIf([Enterprise Text2]="Research",([Actual Work]/60),0)

and I have set the calculation for task and group summary rows in "Sum"
mode. Nevertheless, if the actual work on a task of type "Research" is 5
hours for a given resource, I get 3 hours on the cell corresponding to the
customized enterprise number field (which I called "Research Actual Work")
and I get an error on the summary cell corresponding to the resource.

Any thoughts? I'd appreciate any suggestions! Thanks.

Can't you just group by category and then by resource?

 

[Luis Arguello]

It worked just fine! Thanks a lot!!!

Now I'm wondering if it would be possible to add this information as another
dimension or total on the Project Server cube for reporting?

Thanks,

Luis.

Hello. I just customized enterprise text field on the Resource Usage view to
classify each task shown for each resource in one on the following categories:

- Research
- Development
- Testing

I'm using a Value List and it's working ok. But what I really need is,
accoding to the task category, include an enterprise number field that shows
the total of actual work performed by each resource on each category. I
understand I should add a new customized enterprise number field to calculate
the totals for each category.

For "Research", for example, I'm using the following formula:

IIf([Enterprise Text2]="Research",([Actual Work]/60),0)

and I have set the calculation for task and group summary rows in "Sum"
mode. Nevertheless, if the actual work on a task of type "Research" is 5
hours for a given resource, I get 3 hours on the cell corresponding to the
customized enterprise number field (which I called "Research Actual Work")
and I get an error on the summary cell corresponding to the resource.

Any thoughts? I'd appreciate any suggestions! Thanks.

Luis,
First of all, the Resource Usage view does not show tasks, it shows
assignments - there is a difference. You might want to go to our MVP
website at, http://project.mvps.org/faqs.htm, and take a look at FAQ 43
- Data Types: Task, Resource and Assignment. It should clear up the
issue you are having with your formula.

So how do you get the data you want? Try the following. Use a single
spare Enterprise Text field for all three categories. Your value list
should make it pretty convenient to set up each assignment row with the
appropriate category. Then go to Project/Group By/Customize Group by.
Set the first criteria to be "Name" and the second criteria to be the
Enterprise text field you selected. Check the box to group assignments,
not resources. Set the the Field Type for the Enterprise text field to
be "assignment". Finally hit "OK".

Hope this helps.
John
Project MVP

 

[Luis Arguello]

Yes, this worked just fine. Thanks!

I'm wondering now if I can add this information as another dimension or
total on the Project Server cube?

Hello. I just customized enterprise text field on the Resource Usage view to
classify each task shown for each resource in one on the following categories:

- Research
- Development
- Testing

I'm using a Value List and it's working ok. But what I really need is,
accoding to the task category, include an enterprise number field that shows
the total of actual work performed by each resource on each category. I
understand I should add a new customized enterprise number field to calculate
the totals for each category.

For "Research", for example, I'm using the following formula:

IIf([Enterprise Text2]="Research",([Actual Work]/60),0)

and I have set the calculation for task and group summary rows in "Sum"
mode. Nevertheless, if the actual work on a task of type "Research" is 5
hours for a given resource, I get 3 hours on the cell corresponding to the
customized enterprise number field (which I called "Research Actual Work")
and I get an error on the summary cell corresponding to the resource.

Any thoughts? I'd appreciate any suggestions! Thanks.

Can't you just group by category and then by resource?

 

[John]

It worked just fine! Thanks a lot!!!

Now I'm wondering if it would be possible to add this information as another
dimension or total on the Project Server cube for reporting?

Thanks,

Luis.

Luis,
You're welcome. I can't help you with the server issue. Please post to
our sister newsgroup, microsoft.public.project.server. This newsgroup is
dedicated to the stand alone version of Project although your original
question was generic enough that I fielded it.

John
Project MVP

Hello. I just customized enterprise text field on the Resource Usage view
to
classify each task shown for each resource in one on the following
categories:

- Research
- Development
- Testing

I'm using a Value List and it's working ok. But what I really need is,
accoding to the task category, include an enterprise number field that
shows
the total of actual work performed by each resource on each category. I
understand I should add a new customized enterprise number field to
calculate
the totals for each category.

For "Research", for example, I'm using the following formula:

IIf([Enterprise Text2]="Research",([Actual Work]/60),0)

and I have set the calculation for task and group summary rows in "Sum"
mode. Nevertheless, if the actual work on a task of type "Research" is 5
hours for a given resource, I get 3 hours on the cell corresponding to
the
customized enterprise number field (which I called "Research Actual
Work")
and I get an error on the summary cell corresponding to the resource.

Any thoughts? I'd appreciate any suggestions! Thanks.

Luis,
First of all, the Resource Usage view does not show tasks, it shows
assignments - there is a difference. You might want to go to our MVP
website at, http://project.mvps.org/faqs.htm, and take a look at FAQ 43
- Data Types: Task, Resource and Assignment. It should clear up the
issue you are having with your formula.

So how do you get the data you want? Try the following. Use a single
spare Enterprise Text field for all three categories. Your value list
should make it pretty convenient to set up each assignment row with the
appropriate category. Then go to Project/Group By/Customize Group by.
Set the first criteria to be "Name" and the second criteria to be the
Enterprise text field you selected. Check the box to group assignments,
not resources. Set the the Field Type for the Enterprise text field to
be "assignment". Finally hit "OK".

Hope this helps.
John
Project MVP

 

[Luis Arguello]

Will do. Thanks again!

It worked just fine! Thanks a lot!!!

Now I'm wondering if it would be possible to add this information as another
dimension or total on the Project Server cube for reporting?

Thanks,

Luis.

Luis,
You're welcome. I can't help you with the server issue. Please post to
our sister newsgroup, microsoft.public.project.server. This newsgroup is
dedicated to the stand alone version of Project although your original
question was generic enough that I fielded it.

John
Project MVP

Hello. I just customized enterprise text field on the Resource Usage view
to
classify each task shown for each resource in one on the following
categories:

- Research
- Development
- Testing

I'm using a Value List and it's working ok. But what I really need is,
accoding to the task category, include an enterprise number field that
shows
the total of actual work performed by each resource on each category. I
understand I should add a new customized enterprise number field to
calculate
the totals for each category.

For "Research", for example, I'm using the following formula:

IIf([Enterprise Text2]="Research",([Actual Work]/60),0)

and I have set the calculation for task and group summary rows in "Sum"
mode. Nevertheless, if the actual work on a task of type "Research" is 5
hours for a given resource, I get 3 hours on the cell corresponding to
the
customized enterprise number field (which I called "Research Actual
Work")
and I get an error on the summary cell corresponding to the resource.

Any thoughts? I'd appreciate any suggestions! Thanks.

Luis,
First of all, the Resource Usage view does not show tasks, it shows
assignments - there is a difference. You might want to go to our MVP
website at, http://project.mvps.org/faqs.htm, and take a look at FAQ 43
- Data Types: Task, Resource and Assignment. It should clear up the
issue you are having with your formula.

So how do you get the data you want? Try the following. Use a single
spare Enterprise Text field for all three categories. Your value list
should make it pretty convenient to set up each assignment row with the
appropriate category. Then go to Project/Group By/Customize Group by.
Set the first criteria to be "Name" and the second criteria to be the
Enterprise text field you selected. Check the box to group assignments,
not resources. Set the the Field Type for the Enterprise text field to
be "assignment". Finally hit "OK".

Hope this helps.
John
Project MVP