request for help on old topic

[boris]

Jan, if you are still on this, and can reply to my last
post (reply to your post of 10 oct, 11:41pm), would
greatly appreciate the last piece of advice. This was
regarding the tasks having summary level names and you
provided a macro. Just needed to know how to utilize the
newly populated (as result of macro) Text1 field in a
report. I need to do a "who's doing what" type report,
but now with the task having the name of the Text1 field
preceeding the task name. Thanks for the last advice.

Boris

 

[Jan De Messemaeker]

Hi Boris,

Believe it or not, Reports is one of my blind areas in Project. I ALWAYS
print views, I find the reports ugly and very unflexible.
Sorry I really can't help on this one.

 

[Mike Glen]

hi Boris,

I don't know exactly what you're after, but the report to which you are
referring can be edited. If you choose the Edit button you'll see the Table
on which it's based - there's the clue. Create a new table in the view you
want, to include the Text1 field and edit your report to be based on that.


Mike Glen
Project MVP

 

[Boris]

Mike, thanks for jumping in. To briefly bring you up to
speed, I found out how to get the field Text1 to be
populated with my top outline level entries (which happen
to be the names of portfolio companies in which my firm
has investments). Within each company, I have listed
tasks which need to be completed by various people
(including myself). The report I am trying to generate
would show me the following:

Resource Name
Text1 (company name)
Task ID Task Name (*) Work Start Finish

I'd like the grouping to be by Resource, then by Text1
(which is the company name), then each task within that
company for that resource, in order of finish dates.

If you can help me with the steps to create this, I'll be
most grateful. I am not well versed at all on Project
reports.

Thx. Boris

 

[Boris]

Just to be clear, the reason that Text 1 grouping is so
important is bc the task name itself will usually not give
much indication as to what company it pertains to (would
make the task name much too long and cumbersome to
enter). And task names can be repeated in different
companies ("review budget plans"), so it's important to
delineate which company is being talked about.

Thx again.

Boris

 

[Mike Glen]

OK Boris,

View/Reoorts.../Assingments/Select/Who Does What/Edit. You will see that
the Table: is Usage. So, you need a view that includes a Usage table.
Close that down and go back to View/Resource Usage. Now Insert/Column...
and select Text1. You will now see the Text1 column (which is different
from the Text1 column in the Gantt Chart view). Type something in the Text1
column you have just inserted and it will now appear in the report.

You might like to 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/

Mike Glen
Project MVP

 

[boris]

Mike, thanks so much. I think we are on slightly
different pages (figuratively and literally). I should
have explained better up front.

Without having you go back to the original strings, let
me summarize what I have done. I have a structure in the
Gantt that looks like:

Company Name
Task Name

And this repeats for several companies. Because the
Tasks are often the same (or close to the same) name
within different companies, it was hard for me to see a
report that showed the Company name grouping, and then
the task name, all grouped within each resource used.
The solution recommended by Jan (the gentleman who
indicated on this string that he didn't know much about
reports) was a macro (which he provided and works well)
that takes the top level name (company), and inserts it
into each task's Text1 field. This way, I effectively
can have a concatenation of the company name and task
name within a report. So once I go outside of the Gantt
view, your suggestion of re-inserting the Text1 field in
another report defeats the purpose of the report coming
to me automatically with the information filled in. So
what I was asking here is how to get that Gantt Text1
inserted into the report that takes my resources, groups
them, and then lists all tasks under them. The
alternative, it sounds like, is if you can tell me how to
get the equivalent report (grouping of resources, then
tasks, in order of start and/or end date) out of the
Gantt chart, which has the Text1 field I need.

Thanks for any further help.

Boris

 

[Boris]

Jan, any chance you could look in the last post on the
string here (from Mike) and let me know if you can add a
few lines to the macro you created so that the Text1 field
used is the one in the Resources table? Hopefully the
string makes enough sense, as it does not for me. I think
what he is saying is that each base table has its own set
of customized fields, and since the report I want is based
on the resources, that's where the macro needs to post. I
suppose it would still be good to have it fill in the
Gantt chart Text1 field, as maybe I'll figure out some
report from that one which will be useful. Thanks if you
can help.

Boris

 

[Jan De Messemaeker]

Hi Boris,

This logic is handled and a snippet of code is in the FAQ:

http://www.mvps.org/project/faqs.htm
Faq 37. Custom fiels in tables
If you can't integrate it in the macro I posted can you send me that macro i
do not keep track of all the posts I make (would be about 2000 per year I
guess)
HTH