To do report, by resource

[mricard]

We printed a to do list of incomplete task. The report was printed by resource, a simple to do list for each resource. We have no idea how we printed this list, and cannot duplicate it. We've tried filtering for each resource (which we absolutely did not do this the first time), to no avail. Any suggestions.

 

[John Beamish]

If it's one of the standard reports available from View | Reports then it
will have a title across the top of each page. Please advise the name of
the title.

It would be helpful, too, if you could also list the columns that are
appearing (in the order in which they appear).

JLB, PMP

We printed a to do list of incomplete task. The report was printed by
resource, a simple to do list for each resource. We have no idea how we
printed this list, and cannot duplicate it. We've tried filtering for
each resource (which we absolutely did not do this the first time), to
no avail. Any suggestions.

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[mricard]

John
The title of the report is "To Do List as of Mon 1/26/04"

The column titles are as follows
ID % Complete Task Name Start Finish Work Cos

As I mentioned in my initial post the report was printed by resource, and the tasks were grouped by week

Thanks for your help
Mike

 

[John Beamish]

First ... you'll have to do a little bit of detective work. First, let's
find out if you have a table that isn't part of the standard tables
delivered with Project.

1. View | Table | More tables ...

In the dialog window, click on the radio button for Task. Here is the
list of standard tables (as I found them in P2003):

Baseline, Constraint Dates, Cost, Delay, Earned Value, Earned Value Cost
Indicators, Earned Value Schedule Indicators, Entry, Export, Hyperlink,
PA_Optimistic case, Rollup Table, Schedule, Summary, Tracking, Usage,
Variance, Work.

Do you have a table name that isn't in that list? I think you might and
it might be called something like "Copy of Entry" or "Copy of xxxx" (where
'xxxx' could be any of the other tables). If you do have a table I didn't
list (and remember: the name of the additional table does NOT have to be
"Copy of Entry", it could be something quite different -- "Bob's Report",
"ABC company", etc.) then you are home free.

All you have to do is:

2. click on View | Reports | Assignments and click on the Select button.
3. click on the To Do List report and click on the Edit button.
4. In the popup Task Report dialog:
4a. click on the Definition tab
4b. at the Table field, click on the dropdown and then click on table
name we just discovered.
4c. at the Filter field, try "All Tasks" or "Using Resource..." or "Using
Resource in Date Range..."
4d. click on OK to take you back to the "Assignment Reports" dialog.
5. Click on the Select button.

This will probably generate the report you want.

If you didn't find a new table then post again and I'll walk you through
the steps to create a new table. Once you have defined the new table, you
can start at step 2 above and at step 4b you'll select the new table we
just created.

JLB, PMP

John,
The title of the report is "To Do List as of Mon 1/26/04".

The column titles are as follows:
ID % Complete Task Name Start Finish Work Cost

As I mentioned in my initial post the report was printed by resource,
and the tasks were grouped by week.

Thanks for your help,
Mike

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[mricard]

John
You're the man. Your directions led me right to it. I needed to use the filter "Using Resource" in the edit report section. I don't know how we missed it, we looked there several times

Is it possible to add a filter? I'd like the To do list to only show incomplete tasks, by resource of course

Thanks for your help
Miike

 

[John Beamish]

To add a filter:

Project | Filtered for | More filters ...

You can copy an existing one and modify it as appropriate (that's what I'd
do) or simply start one up from scratch.

Once you have created the filter you can use it in a report by:

View | Reports ... | Select the report group | Select the report | click
on the Edit button | click on the Definition tab and select the filter you
want to use.

Glad to hear things came together for you.

John,
You're the man. Your directions led me right to it. I needed to use
the filter "Using Resource" in the edit report section. I don't know
how we missed it, we looked there several times.

Is it possible to add a filter? I'd like the To do list to only show
incomplete tasks, by resource of course!

Thanks for your help,
Miike

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