Reports & Filters

[Felicity]

I have several tasks with many resources assigned to each task. What I need
to do is print a report showing all resources on a certain job and the hours
worked.
i.e I want to filter it to show only ONE task with resources assigned.

I have gone to the 'Workload Report' and selected 'Task Usage' edited it,
gone to the filter section and selected 'Task Range'. When I go to view the
report it asks me to enter the ID range I want to view, I enter it and what I
expect to see is the one task I selected with the ID range with all its
resources assigned and hours worked. Instead what happens is, it seems to
select the ID of the Resource instead of the Task. (hope that makes sense)

Am I doing it wrong or is there a fault?

Please can you help me

Felicity

 

[John]

Felicity,
You are experiencing one of the nuances of Project's task/assignment
relationships. At least that's the best way I can explain it. The fix is
simple. Go to Project/Filtered For/More Filters. Select the "Task Range.
.. ." filter and hit Edit. At the bottom of the filter definition window,
uncheck the box for "show related summary tasks". The report will now
show what you want.

The only explanation I can give is that when in the Task Usage view,
"related summary tasks" pulls in all tasks and summary's that share the
same assignment (i.e. resource). In effect it identifies all tasks and
related summary lines for a given resource ID. I'm sure there is some
logic in there somewhere but like you, I just don't see it.

Hope this helps.
John
P.S. Have you ever read the book, "Stranger than science"? Project is
based on that book.

 

[John]

Felicity,
If you are using the Task Usage (Workload) report with the filter
modified as I suggested and the box for including assigned resources,
you should be seeing the desired task and all resources assigned to it.
However there can always be some "quirk" in the way the file is set up
that prevents you from seeing what you want. I would be happy to look at
your file if you want. If so, zip it and send it to me via e-mail and
tell me exactly what you want to see. I'll figure out what is wrong and
get you started in the right direction.

John

 

[Felicity]

Thanks very much but the information in the file is classified. I will make
a mock one and see if it does the same thing and send it through to you.

You are very helpful.

Felicity

 

[John]

Felicity,
Fine, all you should need in the mock file is dummy tasks arranged in
the same structure (hierarchy) as the real file and dummy resources
assigned in the same way. Resource rates can be $0 and you do not need
to set a baseline. I you want I can send you a macro that will do the
above to your real file. You can also get a similar macro from Jack
Dahlgren's website at:
http://masamiki.com/project/macros.htm
Jack's macro is called "Scrub". My macro goes a littler farther in
removing sensitive information but both macros should work for you.

John