How do I get a Text field to show up in the Resource Usage display

[Al Wallace]

For my teams, I've added a Text1 field in MS Project that shows by task what
charge # to charge their time against. FWIW, I renamed Text1 to "Task ID".
While I can add this field to the Gantt Chart and Task Usage displays, I
can't find a way to make it show up in the most logical of places, the
Resource Usage display. Is there some magical incantation I have to utter?
When I go to Add Field in the Resource Usage display, none of the text fields
even show up as an option to be added. What's the deal? TMIA, Al

 

[Guest]

The tables you have been able to show this field on are
referencing the Task Table. The Resource Usage view
references the Resource and Assignment tables, not the
Task Table... so no, technically you cannot view this
field in the Resource Usage view.

What you can do is write a VBA macro that for Each Task,
loops through each Assignment and sets the
Assignment.Text1 field = Task.Text1 field. Then you can
bring up the Text1 field in the Resource Usage view and
it will have the same information as was in the other
views.

Note that anytime you make changes to the data, you will
want to rerun the macro to repopulate the data in the
Assignment table. Also, if you try to make changes in
the Resource Usage view, you will likely lose those
changes unless you write another macro to copy those
changes back to the Task Table.

 

[Guest]

This Macro already exist for you to copy and past on the
MVP website that Mike Glen always refers to.

 

[Mike Glen]

Hi Al,

Welcome to this Microsoft Project newsgroup

Yes - see FAQ Item: 37 - Custom Fields in Tables. FAQs, companion products
and other useful Project information can be seen at this web address:
http://www.mvps.org/project/

Hope this helps - please let us know how you get on

Mike Glen
Project MVP

 

[Al Wallace]

Mike,

Thanks for this. I've been travelling, but will give this a try. I'll also
review the FAQ to see what other gems might exist in there!

Thanks Again,

Al

 

[Mike Glen]

You're welcome, Al

Mike Glen
MS Project MVP

 

[Al Wallace]

Mike et all,

FWIW, here's what we implemented for this:

Sub TransferTaskText1ToAssignmentText1()
On Error Resume Next

Dim R As Resource
Dim Aa As Assignment

For Each R In ActiveProject.Resources
For Each Aa In R.Assignments
Aa.Text1 = ActiveProject.Tasks(Aa.TaskID).Text1
Next Aa
Next R
End Sub


Thanks Again!

Al

 

[GOILLINI]

I am tagging onto this since I am having trouble being able to start a new
questions

Is it possible to write a macro that uses the TASK.NAME Field instead of
from Task.text to Assignment.text? Also, how can you see the assignment
fields?

I want the Name field to = Task.Text9 (Task.Text9 holds formula to combine
the name field and another customized field.

My goal is to have the tasks assigned in the Resource view use the macro so
that the task names under the resource name = Task.Text9 field instead of
just the name field.

 

[Jan De Messemaeker]

Hi,

An assignment has 2 names: in the task Usage view, it shows the resource
name, in the task usage view, the task name. You cannot change that.
And you can't have a formula in an assignment custom field either, sorry.
HTH

--
Jan De Messemaeker
Microsoft Project Most Valuable Professional
+32 495 300 620
For availability check:
http://users.online.be/prom-ade/Calendar.pdf