Excel task list by resource

[Mark Duffill]

Is there an easy way of creating separate Excel files for each resource,
containing a list of tasks and task information for the resource? I want to
create weekly task lists electronically for each project resource. I'm using
Project 2003 Standard.

I can see how to create an Excel export containing all resources and
assigned tasks - I guess I can sort that and cut and paste into separate
files, but that would be a pain.

 

[CB]

Hello Mark,
Yes there is a way to do this in 2003.

First create a filter for each resource
Project-Filtered for-More resources-New
Select a name for the resource (I use the resource name)
Define what you want to filter for (I use filter for containing Resource
Name and less than 100% complete)
Once you have created the first resource filter you can copy and simply
change the name.

Once you have set all the filters you need to build a map for each resource
to save in html.

File
Save as
give the file a name (I use the resource name)
Save as type webpage
follow the promptes and you will come to a page that asks for a filter
apply resource name filter
save map.
Now that you have your fist map you can go back back and pick the next
resource filter and save this map and so forth.

You can also create a macro to automatically run each of these reports.

Tools
Macro
Record new macro
File save as webpage
name as first resource name
follow the prompt to pick the correct map
finish
Stop macro recorder and modify the names and maps.

You can now open these up with excel.

HTH
CB

 

[Mark Duffill]

Thanks - that should do the job ok. I was also wondering whether to create a
VBA process to do this automatically for each resource in the project. I'm
familiar with VBA from other products but not used it woth Project - is there
a collection for all the Resources?

Mark

 

[CB]

Mark,
You can create VBA to export all resource reports.
Open the project and record a macro to export the first resource.
Tools
Macros
Macro
Record-Name the Macro
file
save as webpage

follow the wizard through the steps of selecting the map (you don't need to
select the filter since your map is already saved).

After you finish.
Stop macro recorder.
Go into VBE and copy the code for the single resource and rename on the next
line for the next resource. I am now running 2007. 2007 does not support
html exports. Bummer. This was such a nice report. Therefore, I cannot
step through the process and give you the exact information. However the
best I remember you just have to change the file name and map. If you create
a new file you may want to use a different directory. Then you would change
path, file name and map. Remember when you step through the VBA (I think)
the macro will pick up the mapped drive letter (K:\) instead of the server
(ServerName:\\). I recommend that you change the drive letter to the server
name so you don't run into problems if you try to run the macro from a
machine that has a different mapping.
Good Luck.
CBanks
(e-mail address removed)