How to create a consolidated resource view for Admin projects

M

Mark Riekki

I have setup an Adminstrative project for my team members with things like
vacation, sick, training, etc. What I would like to try and create is
basically a consolidated resource view like 'Resource Sheet' that has custom
fields that calcuate 'vacation days used to date', 'sick days taken to
date', etc. My initial logic was to create a custom enterprise field that
would sum the actual hours if the task name equaled 'vacation'. This
approach doesn't seem to work since in the Resource views, you do not have
access to that level for the tasks. If anyone has done something similar or
have ideas how this might be accomplished, I would welcome your ideas.

Thanks
Mark Riekki
 
D

Dale Howard [MVP]

Mark --

If you open this project, apply the Resource Usage view, and then select the
Work table (View - Table - Work), then you should see the information you
need for each resource. The Work field contains the total amount of time
planned or expended on each task to which a resource is assigned. Hope this
helps.
 
M

Mark Riekki

Thanks for the reply.

This sort of gets me there. I do see the tasks like vacation and sick time
under the resources along with the 'Work' but I still don't seem to have the
ability to create custom fields that allow me to do a check like (IIF task
name = 'Vacation', Work, 0).

Mark
 

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