Roll-up tasks by person?

[Ali]

Hi,

I was wondering if anyone knew how to create the following view (using out
of the box functionality, or macros, or even with plugins):

March 1 2 3 4 5 6 7 8 9 10 11
Person1 [--task1--][task2][----task3----]
Person2 [task4][-----------task5----------]
....

Basically, i want to be able to see what each person is going to be working
on for a period of time, with all of their tasks on the same line. there are
two views that are somewhat close:
a) the task rollup view gantt chart which rolls up subtasks by higher level
task.
b) the resource usage view that shows the number of hours worked by each
resource, but doesn't put the task names on one line.

I would think this would be very useful to everyone using Project, but i
can't seem to find a way to do it.

Please HELP!

thanks,

-=> Ali

 

[John]

Hi,

I was wondering if anyone knew how to create the following view (using out
of the box functionality, or macros, or even with plugins):

March 1 2 3 4 5 6 7 8 9 10 11
Person1 [--task1--][task2][----task3----]
Person2 [task4][-----------task5----------]
...

Basically, i want to be able to see what each person is going to be working
on for a period of time, with all of their tasks on the same line. there are
two views that are somewhat close:
a) the task rollup view gantt chart which rolls up subtasks by higher level
task.
b) the resource usage view that shows the number of hours worked by each
resource, but doesn't put the task names on one line.

I would think this would be very useful to everyone using Project, but i
can't seem to find a way to do it.

Please HELP!

thanks,

-=> Ali

Ali,
The only way to get the report you want with out-of-the-box
functionality is to use one of Project's advanced features, namely VBA.
Project does not provide for multiple tasks to show on the same row,
except in the case of Summary lines under certain circumstances. You
will need to export Project's data to another application and create the
report there. Excel would be a good candidate.

It might be possible to do the above export using a combination of
export maps and the built-in utility, "Analyze timescaled data in Excel"
in lieu of a custom VBA macro, but it all depends on how much work you
want to do (i.e. multiple exports and manipulation of the data, or write
VBA code).

There are some Project add-ons that might help get what you want. One
that comes to mind is "Milestones" by Kidasa. There may be others. You
can get more information about Milestones on Kidasa website at:
www.kisada.com

Hope this helps.
John
Project MVP

 

[Ali]

Ali,
The only way to get the report you want with out-of-the-box
functionality is to use one of Project's advanced features, namely VBA.
Project does not provide for multiple tasks to show on the same row,
except in the case of Summary lines under certain circumstances. You
will need to export Project's data to another application and create the
report there. Excel would be a good candidate.

It might be possible to do the above export using a combination of
export maps and the built-in utility, "Analyze timescaled data in Excel"
in lieu of a custom VBA macro, but it all depends on how much work you
want to do (i.e. multiple exports and manipulation of the data, or write
VBA code).

There are some Project add-ons that might help get what you want. One
that comes to mind is "Milestones" by Kidasa. There may be others. You
can get more information about Milestones on Kidasa website at:
www.kisada.com

Hope this helps.
John
Project MVP

Hmm... That's too bad. I would have thought that I wouldn't be the only
person to want this view. Actually, i don't even have a problem with
exporting to Access and running a SQL query. I also saw the rollup VBA macro
but i'm just not clear on how to change what it groups by.

has anyone actually tried to generate a view like this inside or outside of
project?

thanks!!

-=> Ali

 

[John]

Hmm... That's too bad. I would have thought that I wouldn't be the only
person to want this view. Actually, i don't even have a problem with
exporting to Access and running a SQL query. I also saw the rollup VBA macro
but i'm just not clear on how to change what it groups by.

has anyone actually tried to generate a view like this inside or outside of
project?

thanks!!

-=> Ali

Ali,
I've never used the rollup macro but a quick look at the code shows it
basically identifies rolled up tasks at the summary level (i.e. creates
what I mentioned in the original response). Not what you want.

And yes, from time to time in the newsgroup users have requested various
ways to show multiple things on a single line. Most of them relate to
showing more detail at the summary level, similar to the rollup macro.
For your specific need, it must be done outside of Project.

John

 

[Daniel Zitter - Matan Consulting]

Hi Ali,
How did you resolve your problem? I'm facing the same request today.
Thanks,
Daniel

 

[John]

Hi Ali,
How did you resolve your problem? I'm facing the same request today.
Thanks,
Daniel
--
=======================
Daniel Zitter
Enterprise Project Trainer/Consultant
http://www.matan.cc

Daniel,
Well forget about getting this with out-of-the-box functionality, you
can't get there from here with Project. You could do it with VBA but the
end result would have to be exported to another application for display.

As far as plug-ins are concerned, I don't know, there is a lot of stuff
out there, but I don't keep track of it. Maybe someone else does.

John
Project MVP

Hi,

I was wondering if anyone knew how to create the following view (using out
of the box functionality, or macros, or even with plugins):

March 1 2 3 4 5 6 7 8 9 10 11
Person1 [--task1--][task2][----task3----]
Person2 [task4][-----------task5----------]
...

Basically, i want to be able to see what each person is going to be working
on for a period of time, with all of their tasks on the same line. there
are
two views that are somewhat close:
a) the task rollup view gantt chart which rolls up subtasks by higher level
task.
b) the resource usage view that shows the number of hours worked by each
resource, but doesn't put the task names on one line.

I would think this would be very useful to everyone using Project, but i
can't seem to find a way to do it.

Please HELP!

thanks,

-=> Ali