View Cost - Per Parent Task

D

Dutchy

I need to summarize the cost of each resource per parent task. When applying
filters based on the resource name, project will display the tasks assigned
to the resource, however the cost and work columns do not change to reflect
the cost associated to just that single resource.

Does any one know how to accomplish this?
 
J

John

Dutchy,
Yes. Unfortunately Cost and Work field rollups apply to the whole
project not just a filtered set. However, you can get what you want. I
can think of a couple of approaches. Maybe someone else has another
approach.

The first is a little cumbersome but it will work. Set up a custom field
with a formula similar to the following:
Cost1=IIf(instr(1,[Resource Names],your resource name here,1)>0,[Cost],0)
Then set the calculation for summary rows as a rollup sum. If desired
you can also then filter on the resource and see just the results of
interest.

The second approach is a lot easier and more flexible. Use a simple VBA
macro that employs both the idea of the above formula and filter, and an
interactive user interface to select the resource name of interest. If
you don't have VBA experience and would like to use this approach, we
can help with that.

Hope this helps.
John
Project MVP
 
S

Steve House [MS Project MVP]

What are you meaning when you say "parent task?" Are you referring to
summary tasks such as project phases that have activities indented as
subtasks underneath? Or do you mean tasks that have several resources
assigned to them.

If you're interested in the actual work activities for each resource the
task usage view might work for you. It shows the tasks and the resources
assigned to them. Drag the divider between the two halves of the screen to
the right a little to give you more room for the table and add the "cost"
column.
 

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