Grouping Resources in Different Columns

[C Sousa]

My project has several resources, each one being in one of the following
Groups:
- Staff
- Contractor
- Client
- Rig

Each one of the tasks can have several resources from the same group. Example:
Task 1 - Staff1, Staff2, Rig4, Client6, Client2, Contractor 1
Task 2 - Staff3, Contractor6
....

How can I create 4 sepparate columns, each one grouping Staff; Contractors;
Clients and Rigs for each task?

 

[Rob Schneider]

To do exactly what you want (new columns added to what I presume is the
Gantt Chart view) is possible, but would be a little complex and I think
probably too complicated for both you and the people involved. It would
involve creating some custom fields (text? number? flag? ...) to create
the columns you seek and probably some VBA which filters the tasks to
populate the fields with something (you did not say what number, text,
would go into those fields).

Perhaps a better Idea: Use the out-of-the-box functionality to get what
I think you seek by using the Resource Usage View (Menu: View/Resource
Usage), then group by Resource Group (Menu: Project/Group By, Resource
Group)

--rms

www.rmschneider.com

 

[Jim Aksel]

On the task usage view (View/Task Usage), try a custom grouping:
Project\Group By\Customize Group By...

You can specify the grouping oder, select Resource Group first.

--
If this post was helpful, please consider rating it.

Jim Aksel, MVP

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

 

[C Sousa]

Thanks both of you for your reply.

The answer was not what I was really looking for. I thought it would be
possible to do that with a simple formula on a custom field. But anyway, your
solutions are much simpler and will work for what I wanted.

Thanks!