Resource Reports by Project

[MrC]

Is there a way to print a resource report and filter by project. I
currently have 2 projects and a common resource pool. All the resource
reports seem to want to cover resource usage for both projects combined.
I've tried a custom filter but that didn't work. The report is resource
rows and month columns.


Thanks.....

 

[John]

MrC,
Try just using the Resource Usage view with an interactive filter on the
Project field, i.e.
Field Name Test Value
Project contains "Enter project name"?

Hope this helps.
John

 

[MrC]

I tried your idea but the only project name that works is the name of
the resource pool and it doesn't filter anything....you get all resource
usage....

 

[John]

MrC,
It works for me. Here is the file structure I used. I have a separate
resource pool file (no tasks, just resources). I have two performance
project files, 1 and 2, both with just tasks, no resources. The tasks in
projects 1 and 2 use resources from the resource pool file. Then I
created a master project with projects 1 and 2 as subprojects. I went to
the Resource Usage view of the master file and applied the filter I
described previously. When I enter "project1" at the interactive filter
prompt, only those assignments for project1 show up in the view.

Using the simple filter as described, the Resource Name will NOT show up
because it is not part of project1. A slight modification to the filter
can add the Resource Name but it will add all Resource Names although
only the assignments for the project entered into the interactive filter
will appear. If this is a preferred output, add the following line to
the filter:
And/Or Field Name Test Value
OR assignment equals no

If neither of the above is acceptable, another approach would be to
populate a spare field with the necessary information so the filter
would only show Resource Names that are applicable to a particular
project and the assignments for that resource. I would probably use VBA
to populate the field.

If you really want to get elaborate and automated, a more advanced VBA
macro can be written to display the timescaled data (e.g. work, cost,
etc.) by Resource by project on separate sheets if desired in Excel.

Hope this helps.
John

 

[MrC]

Thanks John, you've given me a lot to try. In the mean time I found that
if you unlink the project you don't want to see from the resource pool,
then you will only get the assignments from the project you do want to
see.....and the reports work.

Thanks....

 

[FluidDeb]

Hi John,

I have a follow-on question to MrC's. Following your instructions, I'm able
to view the resource usage by task (for the filtered project) for a given
resource. This is great, but I also need the total hours for these tasks.
What you see in the resource view is only the tasks you filtered for but
total hours that resource will work on all projects.

thanks,

debbie