J
Jenn
I posted this on the general questions forum and the suggestion was I would
need to use VBA for this. Can someone tell me if this is true?
Sorry the following is long but I wanted to give you all as much info as
possible. Here goes:
I have inherited a project that is reviewed regularly by different
departments in my organization. The first department uses the project to see
all of the resources individually and their respective tasks. The second
department only wants to look at the task and general resource categories.
We have 4 different types of resources that we track: labor, travel,
chargebacks, and purchases. This would be great for the department 2 report
if all 4 resources were collected at this level. But due to the fact that
department 1 does planning by person, Labor has been entered into the project
by person name. Therefore I have a resource for each person name, plus a
single resource that represents Purchases, Chargebacks, and Travel (these
resources are never subdivided further). Therefore for each task I have a
lump sum for chargebacks, travel, and purchases assigned (which is great) but
labor is split out by each individual.
Here is an example of what the two departments want to see.
Department 1 wants to see Task A and that Mary and Sally worked on task A.
They also want to see that Mary costed the project $1000 for task A and
Sally costed the project $500 for task A. Also, there is another resource
used for the task “Purchases†and task A had $150 worth of purchases. This
all can be viewed in the task view and no problems there. So I got that for
department 1. I need to keep these resources separate for Department 1’s
planning purposes.
Here comes the issue. Department 2 wants to see for Task A Labor Charges
for Mary plus Sally –a combined total of $1500. They don’t want it split
out. They don’t care about seeing the names of the people- they just want a
lump sum. They just want to see task A has “Labor†of $1500, and that
Purchases were $150.
So they want a much higher level report. They need to see the other
resources (chargebacks, travel, and purchases as well) but all purchases are
already lumped together under “purchases†(there is no “widget A purchase,
widget B purchaseâ€). Also, Chargebacks are already lumped in a similar way
under chargebacks, and the same with travel. So the culprit is Labor. How can
I roll labor up?
I tried to make a column in my resource sheet that has a L for Labor, T for
Travel, C for Chargebacks and P for Purchases. I thought maybe I could use
that as a filter somehow. (i.e., I put an L in both Sally and Mary’s column.
I put a P in the purchases column.) What I don’t know how to do is get a
task view that
shows this higher level and not Sally and Mary independently for a task view
to department 2. I export this data to another software so I need to have
this rollup that shows: Task A: Labor $1500, Purchases $150, Travel $0,
Chargebacks, $0. This needs to be in some view in MSP so that the other
software can read it in. I’ve tried to use the column I created with the L,
T, C, and P (which identified the resource as Labor, Travel, Chargebacks, or
Purchases) in a grouping function in the task view but what I got was the
task with a cost of $1650 ($1500+$150) and a “L,P†in the column used for the
grouping.
If I need to code this, can anyone point me in the right direction?
Any help would be appreciated. TIA!
need to use VBA for this. Can someone tell me if this is true?
Sorry the following is long but I wanted to give you all as much info as
possible. Here goes:
I have inherited a project that is reviewed regularly by different
departments in my organization. The first department uses the project to see
all of the resources individually and their respective tasks. The second
department only wants to look at the task and general resource categories.
We have 4 different types of resources that we track: labor, travel,
chargebacks, and purchases. This would be great for the department 2 report
if all 4 resources were collected at this level. But due to the fact that
department 1 does planning by person, Labor has been entered into the project
by person name. Therefore I have a resource for each person name, plus a
single resource that represents Purchases, Chargebacks, and Travel (these
resources are never subdivided further). Therefore for each task I have a
lump sum for chargebacks, travel, and purchases assigned (which is great) but
labor is split out by each individual.
Here is an example of what the two departments want to see.
Department 1 wants to see Task A and that Mary and Sally worked on task A.
They also want to see that Mary costed the project $1000 for task A and
Sally costed the project $500 for task A. Also, there is another resource
used for the task “Purchases†and task A had $150 worth of purchases. This
all can be viewed in the task view and no problems there. So I got that for
department 1. I need to keep these resources separate for Department 1’s
planning purposes.
Here comes the issue. Department 2 wants to see for Task A Labor Charges
for Mary plus Sally –a combined total of $1500. They don’t want it split
out. They don’t care about seeing the names of the people- they just want a
lump sum. They just want to see task A has “Labor†of $1500, and that
Purchases were $150.
So they want a much higher level report. They need to see the other
resources (chargebacks, travel, and purchases as well) but all purchases are
already lumped together under “purchases†(there is no “widget A purchase,
widget B purchaseâ€). Also, Chargebacks are already lumped in a similar way
under chargebacks, and the same with travel. So the culprit is Labor. How can
I roll labor up?
I tried to make a column in my resource sheet that has a L for Labor, T for
Travel, C for Chargebacks and P for Purchases. I thought maybe I could use
that as a filter somehow. (i.e., I put an L in both Sally and Mary’s column.
I put a P in the purchases column.) What I don’t know how to do is get a
task view that
shows this higher level and not Sally and Mary independently for a task view
to department 2. I export this data to another software so I need to have
this rollup that shows: Task A: Labor $1500, Purchases $150, Travel $0,
Chargebacks, $0. This needs to be in some view in MSP so that the other
software can read it in. I’ve tried to use the column I created with the L,
T, C, and P (which identified the resource as Labor, Travel, Chargebacks, or
Purchases) in a grouping function in the task view but what I got was the
task with a cost of $1650 ($1500+$150) and a “L,P†in the column used for the
grouping.
If I need to code this, can anyone point me in the right direction?
Any help would be appreciated. TIA!