Date 1 Field

[Karin]

I inserted the "Date 1" column into the Gantt Chart view & populated the
cells, however when I switched over to the Resource Usage View & showed the
Date 1 column, it didn't carry over any of the information I had populated.
Does anyone know why & how if possible to get this to work?
Thanks,
Karin

 

[Andrew Lavinsky]

The issue is that you have two different tables: Task and Resource. There's
a Date1 in the Task table and a Date1 in the Resource Table. Those are two
different and unrelated fields.

Perhaps you could try using the Task Usage view and some grouping?

What are you trying to accomplish exactly?


- Andrew Lavinsky
Blog: http://blogs.catapultsystems.com/epm

 

[Karin]

What I am trying to accomplish is a report that lists tasks by resource
assigned, shoing the status (whether it has been started or not) & the
deadline. I recieved a response to this question yesterday, with the
suggestion that I should use the resource usage view which could show the
majority of the info I need, but wouldn't be able to show the deadline. So I
copied the deadline information into Date 1 column & tried it that way, but
obviously thats not working either. Any ideas?
Thanks,
Karin

 

[Jim Aksel]

Read FAQ#37 here: http://project.mvps.org/faqs.htm
It will give you some code to use as an example to transfer the Date1 field
between the views.
--
If this post was helpful, please consider rating it.

Jim Aksel, MVP

Check out my blog for more information:
http://www.msprojectblog.com

 

[Karin]

Thanks for the information, however I don't know how to create a macro using
code. Where do I start?

 

[Karin]

I figured out how to get this code into project, by copy & pasting the code
from the FAQ into Visual Basic Editor... but when I run the macro, the
information doesn't show in the Date1 column in the Resource Usage View. Any
Suggestions?
Thanks!
Karin

 

[JulieS]

Hi Karin,

If you are using Project 2007, you need to make sure you copy and paste
the 2007 code in. The structure of assignment, task, and resource
fields was changed in the 2007 release. If you are using 2003, use the
first sample code.

Given your more specific requirements there is yet another option, the
use of Groups in the Task Usage view. (I am the one who suggested the
Resource Usage view initially based upon your original post.)

Display the Task Usage view.
Add the Deadline field to the table -- it is a task view, so no need for
the Date1 field
Add the % Complete and Actual Start dates if you'd like

Choose Project > Group by > More Groups > New
First Row: (to show summary tasks which normally do not have resources
assigned - you can omit if needed)
Field Name: Outline Number
Field Type: Task
order: Ascending

Second Row: (to keep the tasks in the correct order)
Field Name: ID
Field Type: Task
Order: Ascending

Third Row: ( to show the task name)
Field Name: Name
Field Type: Task
Order: Ascending

Fourth Row:
Field Name: Resource Names:
Field Type: Assignment
Order: Ascending

NOTE: In order to selected the Assignment field type, you'll need to
select the option "Group assignments, not tasks."

Save the group and apply. Does this get you 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

 

[Steve House]

How about creating a table in the Gantt chart that shows the status,
deadline, and any other information you want and then creating a group on
Resource Names" to apply to it? Would that accomplish what you need? Try
it ... with resources assigned, display the Gantt chart with the table of
your choice. Go to the menu and select Project, Group By. In the pop up
select "More Groups" and click the New button. Name it something you like,
click on the "Display in Menu" check box and choose the "Resource Names"
field as the grouping key. Does this give you want you want?

 

[Karin]

Thank you for the advice. This gives me what I wanted for the most part,
only thing I did't like was that 1 person would need to look in multiple
places to find the tasks associated with their name, if multiple people are
assigned to a particular task. What I have decided works best for me was
writing the code for the macro, which I did get to work properly & copy /
pasting the Resource Usage Sheet into excel. This requires a bit of manual
formatting, but I am going to work on a macro for excel to get that as
automated as possible.
Thanks again for your help!

 

[Karin]

Thank you for the advice. This gives me the information I wanted for the
most part, but not in the format I was looking for, as 1 person would need to
look in multiple places to find the tasks associated with their name. What I
have decided works best for me was writing the code for the macro, which I
did get to work properly & copy / pasting the Resource Usage Sheet into
excel. This requires a bit of manual formatting, but I am going to work on a
macro for excel to get that as
automated as possible.
Thanks again for your help!

 

[JulieS]

You're welcome Karin and thanks for the feedback.


Julie