Export an Assignment Report - "Who does what" into Excel

[Laura]

Hi,

I'm wanting to Export an Assignment Report - "Who does what" into Excel into
Excel and I've read that I'll have to create a VBA macro? Would that be
correct?

I have tried the Analyse Timescaled Data in Excel but it's not what I want,
I don't want a graph, I just want to manipulate the report in excel.

How do I go about doing that? If I need to create a VBA macro, would you be
able to give me an example as I have very limited knowledge of VBA macros
especially ones that you have to design to export into excel.

Thank you for your assistance

Kind Regards
Laura

 

[JulieS]

Hi Laura,

The only reason you would have to use VBA is if you wanted
timephased data (the right side of the Resource Usage View). The
Who Does What report is basically a combination of Resource
information (ID, Name, Work) and assignment data including Task ID,
Task Name, Assignment Units, Work, Start and Finish information.

You can export the Resources and assignment information to Excel
relatively easily, then it will just be a copy/paste to combine the
data.

The steps below should get you started in the right direction:

File > Save As
Pick Excel workbook as type
The Export Wizard should start
What Format? Selected Data
Next
New Map
Next
Types of Data: Resources & Assignments
Select (check) "Export includes headers" and "Include Assignment
Rows in output"
Next
In the map Resource data, select the export filter "Resources -
Work" to export only work resources
In the field mapping select the following fields:
Assignment,
ID
Name
Work
Next
On the Assignment Mapping page select the following fields:
Resource ID
Resource Name
Task ID
Task Name
Units
Start
Finish
Save the map with a name
Finish

Open the excel file. You'll have two tabs, one with the Resource
Information as well as the basic assignment data. Use Autofilters
to filter out the assignments and apply formatting to make the
resource data stand out more. Show all rows by removing the filter.

You can then copy the Units, Start and Finish from the Assignments
tab onto the assignment rows in the Resource table tab.

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