Summary Grouping in PWA Custom View

[Abhijeet]

Our IT helpdesk provides services for various divisions. The IT
support plan looks something like this.

------------------------------------------------------
Task Detail Division Name
------------------------------------------------------
1 Work Category 1
1.1 Task 1 - Division A
1.2 Task 2 - Division B
2 Work Category 2
2.1 Task 1 - Division B
2.2 Task 2 - Division C
--------------------------------------------------------

Division Name is an Enterprise Custom Task Field and contains the list
of divisions in the company. Each time the Support Manager gets a
request; he creates a task in appropriate work category and selects
the division name from the list.

Periodically the support Manager wants to see a report in PWA which
should look something like this.

Division A
Work Category 1
Task 1
Division B
Work Category 1
Task 2
Work Category 2
Task 1
Division C
Work Category 2
Task 2

There would be other standard fields report field like Actual Work,
Start and Finish in the report which will have to total at each group
level.

I created a new custom view in PWA ( Admin > Views > Add View ) with
following setting.
* View Type: Project
* Type of info to be displayed : Task
* I choosed Task Name, Division Name, Resource Name, Actual Work,
Start, Finish from the available fields
* Gant Chart Format: Gant Chart(View)
* Grouping Format: Timesheet
* Group By: Division Name
* Outline levels: All Outline Levels

When I see the report, I see something like this…

Blank
Work Category 1
Work Category 2
Work Category 3
Division A
Task 1
Division B
Task 2
Task 1
Division C
Task 2

How do I achieve nested grouping? Can I do something with Summary
field?

I cannot use portfolio analyzer because custom task fields would not
show up in the Cube.

I am running out of ideas. Any help is highly appreciated.

 

[Guest]

Hi:

I don't understand what do you mean by work category.
Is each work category an independent project, a customized
field...?

If it is a customized field you should group by division
and then by "work category".

Jose

 

[Guest]

Hi again:

If work category is a summarized task
then to be able to apply this grouping in
PWA you should create a customized task field where you
should indicate to which work category each task belongs
(in the same way you've done the division field).

Bye
Jose

 

[Abhijeet]

Hello Jose,
Thanks for the response. Work Category is a category of Work.
Here is an illustration…

Window ID Maintenance
Create 3 IDs for new joinees
Remove 2 IDs
Software Installation
Install ABC software
Deinstall XYZ software
Backup and Restore
Backup Joe's machine
Backup DB Server

I think your idea of creating a new custom field and tagging each task
under the summary field with task name is great. I am just wondering
if it would be too much for the Support Manager to tag each task with
Summary Task. Is there a macro which could automatically take the
summary task name and populate a custom field upon opening the plan?
The macro would also help if we allow team member to create tasks and
assign it to themselves.


Thanks,
Abhijeet.

 

[Jose M. Dominguez]

Hello:

I'm afraid there is not such macro available. I'm doing my
own macros myself to customize the needs of my organization

Bye
José