Report on Scheduled work vs Actual work by resource

[duncan17]

Does anyone have any suggestions on the best way to generate a report that
shows each resource, the list of tasks they were scheduled to work on, and
the list of tasks they actually worked on by a specified date range.

I can see the data I want by viewing the resource assignments in the
timesheet view, but I want a report to show only the tasks that were supposed
to occur or had entries made in the actual work field.

We update once a week, and I would like to generate this prior to applying
the updates to the project schedules.

 

[John]

Does anyone have any suggestions on the best way to generate a report that
shows each resource, the list of tasks they were scheduled to work on, and
the list of tasks they actually worked on by a specified date range.

I can see the data I want by viewing the resource assignments in the
timesheet view, but I want a report to show only the tasks that were supposed
to occur or had entries made in the actual work field.

We update once a week, and I would like to generate this prior to applying
the updates to the project schedules.

duncan1,
You have posted to a newsgroup that is devoted to Project developer
issues (e.g. VBA). This general question about Project would be better
placed in the general Project newsgroup (i.e. microsoft.public.project).

Nonetheless to answer your question, have you tried the Resource Usage
view with the Date Range filter applied?

John
Project MVP

 

[duncan17]

John,

Thank you for your reply. I guess I should have been a bit more specific in
my question. We are using Project Server. I have access to Project
Professional, but the other managers do not. They interact entirely with
Project Web Access.

We update schedules weekly. I would like to be able to select a resource or
group of resources, enter a date range, and only list tasks that were
scheduled to be done in that time period, or have actual work entered against
them in that time period.

If I look at "Viiew Resource Assignments" on the Resources page in PWA, I
can see the information I am looking for by displaying scheduled and actual
work in the timesheet view. What I would like to do is remove all of the
tasks that do not have any scheduled or actual work, and preserve that
information in a report or an excel spreadsheet. Since I have not applied
the updates yet to the project schedules, I believe this information only
exists in the Project database in SQL Server. I can export the grid as I see
it, but have to look through many tasks that are not relevant to the time
period I am interested in. I have looked at the "Custom Filter" option, but
the fields I need to key off of are not offered.

Since the information I need is in the database, I thought a custom query
and report might solve my problem. I am not a developer, but have some SQL
experience, and have many developers on staff that I could get help from if I
knew what tools to use.

Thanks again.

 

[John]

John,

Thank you for your reply. I guess I should have been a bit more specific in
my question. We are using Project Server. I have access to Project
Professional, but the other managers do not. They interact entirely with
Project Web Access.

We update schedules weekly. I would like to be able to select a resource or
group of resources, enter a date range, and only list tasks that were
scheduled to be done in that time period, or have actual work entered against
them in that time period.

If I look at "Viiew Resource Assignments" on the Resources page in PWA, I
can see the information I am looking for by displaying scheduled and actual
work in the timesheet view. What I would like to do is remove all of the
tasks that do not have any scheduled or actual work, and preserve that
information in a report or an excel spreadsheet. Since I have not applied
the updates yet to the project schedules, I believe this information only
exists in the Project database in SQL Server. I can export the grid as I see
it, but have to look through many tasks that are not relevant to the time
period I am interested in. I have looked at the "Custom Filter" option, but
the fields I need to key off of are not offered.

Since the information I need is in the database, I thought a custom query
and report might solve my problem. I am not a developer, but have some SQL
experience, and have many developers on staff that I could get help from if I
knew what tools to use.

Thanks again.

duncan17,
So now the whole story comes out. Unfortunately I do not use Project
Server so your question is now out of my knowledge base. Nonetheless, if
the data does indeed exist at the Project database level then either VBA
or SQL should be able to retrieve it and dump it into Excel or where
ever. You mention that you have some SQL experience. I suggest you do a
search on your hard drive for the Project database definition file. Look
for something titled: projdb.htm.

Hope this helps.
John
Project MVP