Show summary task headings on reports

[Anita]

for each group of tasks I need to display summary task headings on my do to
list otherwise the tasks are meaningless but the option is greyed out when I
edit the report. I understand why this is (because there is no assignment to
summary tasks) but I need a way around this - any help gratefully received.
(using v 2007) - I have to print to do lists for a number of people so want
it to be as automated as poss....

Thanks

Anita

 

[Rob Schneider]

A best practice is to include sufficient information in the task field
to allow just this--they need to stand-alone without the associated
summary field for all kinds of reasons (for the problem you know have,
when grouping, filtering, etc.). I'd suggest, if possible, editing the
task names to solve this problem. There will be future benefits.


--rms

www.rmschneider.com

 

[C]

Anita,

Specifically, what report are you using? Have you check out the visual
reports in MSP 2007? If you have access to MSP 2003 you could set up filters
and maps and automate a print to html. However, this option is not available
in MSP 2007 as microsoft has dropped html support.

 

[JulieS]

Hello Anita,

Unfortunately, even if you edit "To do List" report and replace
the filter (Using Resource) with a filter which shows summary
tasks, the report doesn't show them.

So, some options:

1) Create a custom filter (you could start with a copy of the
Using Resource in Date Range filter) which shows summary tasks.
Apply the filter and print the view. What you would be missing
is the week beginning dates.

2) Consider using the Resource Usage view (filtered to show only
one specific resource) and add the "Task Summary Name" field to
the view. Print the view.

I hope this helps. Let us know how you get along.

Julie
Project MVP

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