resource cost roll up

[jonathanH]

I am struggling with this one. Can anyonwe help? I have 3 WBS levels in my
project plan./
1 project
2 phase
3 task
All resources are assigned on level 3 = task

I would like to see the total per resource on phase level. how can I do
this. Currently it looks like this
project = £1000
phase 1 = £400
task a = resource x = £200
task b = resource y= £100
task c= resource z= £50 and resource x=£50
phase 2 £ 600
task a2= resource x= £200
task b2=resource y= £400

and I need
project =£1000
phase 1
resource x = £250
resource y =£100
resource z = £50

and so on.

I don't get it to work. If I try via resource usage view again I get it per
task level. I tried grouping - again no success.

Any help appreciated !! Thanks

jon

 

[John]

I am struggling with this one. Can anyonwe help? I have 3 WBS levels in my
project plan./
1 project
2 phase
3 task
All resources are assigned on level 3 = task

I would like to see the total per resource on phase level. how can I do
this. Currently it looks like this
project = £1000
phase 1 = £400
task a = resource x = £200
task b = resource y= £100
task c= resource z= £50 and resource x=£50
phase 2 £ 600
task a2= resource x= £200
task b2=resource y= £400

and I need
project =£1000
phase 1
resource x = £250
resource y =£100
resource z = £50

and so on.

I don't get it to work. If I try via resource usage view again I get it per
task level. I tried grouping - again no success.

Any help appreciated !! Thanks

jon

jonathan,
It doesn't appear to work because you are working with a combination
view and with that type of view things work a little differently. First
I suggest you go to our MVP website at:
http://www.mvps.org/project/faqs.htm
and take a look at FAQs 51 and 37. Given the information from those
FAQs, here is how you can generate the report you want.

1. In the Gantt Chart view insert a spare text column (e.g. Text1). In
that column enter the phase information for each task (i.e. task a would
have "phase 1" in Text1 and task a2 would have "phase 2" in Text1, etc.)
2. Go to the Resource Usage view. Use the short VBA macro outlined in
FAQ 37 to transfer the task Text1 info to assignment Text1. (This step
isn't needed if the phase information is entered directly into the
assignment Text1 field in the Resource Usage view instead of the task
Text1 field in the Gantt Chart view. I just thought it would be more
convenient to identify the phase directly in a task view).
3. From the Resource Usage view, go to Project/Group By/Customize Group
By.
4. Enter "Text1" in the Field Name column as the Group By criteria
5. Enter "Name" in the Field Name column as the Then By criteria.
6. Check the box that says to Group assignments, not tasks
7. Go the the Field Type column for the Text1 criteria and change it to
"assignment"
8. Hit "OK". You should now have the report you want.

Hope this helps.
John
Project MVP

 

[jonathanH]

John,

Spot on!! Thank you very much this works very well!!

Again thanks

 

[John]

John,

Spot on!! Thank you very much this works very well!!

Again thanks

Jonathan,
You're welcome and thanks for the feedback.

John