Grouping by Resource groups

S

smokingbull

I have a project with many tasks that are assigned to different individuals
in different departments of my company.What my manager wants me to do is to
create a list of tasks for each department so that each department's manager
can easily see his staff's allocation and the tasks due.
I have created resource groups and assigned each individual to a group. But,
when I try to use " group by" function to sort tasks for each resource group,
it creates another category ( list) for tasks performed by 2 or more
resources from different resource groups.For example,

Resource Group: A
Task 1
Task 2

Resource Group: B
Task 3
Task 4

Resource Group: A,B
Task 5

What I'd like to see, in this particular example, is that Task 5 being
listed in both Resource Group A and Resource Group B categories.

Can anyone help me out with this ?
 
J

Joe

I prefer setting up my project plan with one resource per task. In this
case, I would have two identical task called "Task 5" one assigned to
Resource A, the other assigned to Resource B. This would solve your specific
problem.

By the way, the reason I set up my task like this is so when Resource A is
done, he can start on another task. If you have both resource to one task,
and they don't both finish at the same time, then the one who finishes first
can't start on the next task until the second person is done. Thsi assumes
the type of task warrents this scenario.
 
G

Graham Barney

I suggest you apply the built-in filter "Resource Group" in the drop-down
list of filters on the Formatting toolbar (displays "All Tasks" by default).
When prompted, you have to type in your Resource Group name (not
case-sensitive).
I have suggested to Microsoft that it would help if they include a drop-down
list of Resource Groups, to avoid having to type in your required Resource
Group - see my request in this post list.
Hope this helps, Graham Barney
 
S

smokingbull

Thanks Joe, Thanks Graham.

Joe : I'd like to keep task list or WBS as simple as possible because I am
not the only one who can access this info.Second thing is that the nature of
these tasks really need 2 or more resources working together at the same time.

Graham : I had favored&rated your suggestion to Microsoft last week. But
filtering data is not what I need. Because it only shows data that conforms
to filter criteria. In this particular case, you can only show tasklist for
specific resourcegroup. What I'd like to present is a task list for each
resource groups , i.e departments, in the same view.

I think VBA is the solution.
 

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