"Who Does What When" Report Problem

[Mike]

When I generate this report, the tasks for a number of resources are not
displayed. The total hours for their tasks per day are shown in the same row
where the name is located, but no breakdown of the individual tasks. I know
these resources have tasks assigned as they do appear on the "Who Does What"
report.

What could be causing this to happen? Thanks.

 

[JulieS]

Hi Mike,

Display the Resource Usage view and make sure all of the assignment
rows are visible. That should solve the problem with the Who Does
What When report.

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

Julie
Project MVP

Visit http://project.mvps.org/ for the FAQs and additional information
about Microsoft Project

 

[Mike]

Thank you, Julie, that fixed the problem for the list of resources.

I've gone to the next step and want to list resources individually so I can
give each person their assignment for the week. To do this, I've edited the
report (_Definition_ tab) and chose "Resource Range..." for the _Filter_.
When prompted, I enter the Resource ID to pick the person.

However, the individual tasks for the resource do not appear as it did with
the default report. (Resource assignments are still expanded in the Resource
View as you instructed, and the _And task assignments_ checkbox is still
checked, which should list the tasks for the resource; it does for the
default report.)

What could be causing this to happen? Thanks.

--

-Mike

Hi Mike,

Display the Resource Usage view and make sure all of the assignment
rows are visible. That should solve the problem with the Who Does
What When report.

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

Julie
Project MVP

Visit http://project.mvps.org/ for the FAQs and additional information
about Microsoft Project

 

[JulieS]

Hello Mike,

Glad to know you were able to get the full "Who Does What When" report
to work after expanding the Resource Usage view and thanks for the
feedback.

To your new question. The "Resource Range" filter you are using
looks for the number you specify in the Resource ID field. Included
in the filter definition is the criteria "Assignment equals No", so
assignment rows are omitted. However, changing the "Assignment
equals" to "Yes" doesn't work because assignments do not have a ID
field so nothing is returned by the filter.

A workaround that you could use would be to insert a custom field
(Flag, Text, etc.) and use that field to code not only the resource
but apply the same code to the assignments for that resource. (I'd use
the fill down command to speed things along). Then create a custom
filter using that field.

An example using the Text1 field and the resource's initials:

Add the Text1 field to the Resource Usage view. Right click on the
Text1 column heading and in the Customize Fields dialog box, click the
Formula button. In the Formula dialog , enter [Initials]. Click OK
the close both dialog boxes. You should now see the resource's
initials in the Text1 field on the resource row. Select the Resource
row and the assignments rows for that resource and choose Edit > Fill
Down to copy the initials.

Create a custom filter using Project > Filtered For, More filters,
New. Name the filter anything you'd like. Create the filter
definition as follows:

Field Name: Text1
Test: Contains
Value: "Enter the resource's initials"?

When you run the filter, a dialog box will pop up asking for the
resource's initials. Enter the initials and Project will return any
resource or assignment where Text1 contains that resource's initials.

You can now edit the "Who Does What When" report definition and add
the custom filter you created.

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

Julie
Project MVP

Visit http://project.mvps.org/ for the FAQs and additional information
about Microsoft Project

Thank you, Julie, that fixed the problem for the list of resources.

I've gone to the next step and want to list resources individually
so I can
give each person their assignment for the week. To do this, I've
edited the
report (_Definition_ tab) and chose "Resource Range..." for the
_Filter_.
When prompted, I enter the Resource ID to pick the person.

However, the individual tasks for the resource do not appear as it
did with
the default report. (Resource assignments are still expanded in the
Resource
View as you instructed, and the _And task assignments_ checkbox is
still
checked, which should list the tasks for the resource; it does for
the
default report.)

What could be causing this to happen? Thanks.

 

[Mike]

Thanks for the tip, Julie.

I wasn't able to work with the Text1 field because the _Customize Fields_
menu was disabled for some reason. However, I did use the pre-defined
"Initials" field and added it to the Resource Usage view (no Fill Down
required, either).

From here, I followed your directions for creating a filter and it worked
well with the "Initials" field.

--

-Mike

Hello Mike,

Glad to know you were able to get the full "Who Does What When" report
to work after expanding the Resource Usage view and thanks for the
feedback.

To your new question. The "Resource Range" filter you are using
looks for the number you specify in the Resource ID field. Included
in the filter definition is the criteria "Assignment equals No", so
assignment rows are omitted. However, changing the "Assignment
equals" to "Yes" doesn't work because assignments do not have a ID
field so nothing is returned by the filter.

A workaround that you could use would be to insert a custom field
(Flag, Text, etc.) and use that field to code not only the resource
but apply the same code to the assignments for that resource. (I'd use
the fill down command to speed things along). Then create a custom
filter using that field.

An example using the Text1 field and the resource's initials:

Add the Text1 field to the Resource Usage view. Right click on the
Text1 column heading and in the Customize Fields dialog box, click the
Formula button. In the Formula dialog , enter [Initials]. Click OK
the close both dialog boxes. You should now see the resource's
initials in the Text1 field on the resource row. Select the Resource
row and the assignments rows for that resource and choose Edit > Fill
Down to copy the initials.

Create a custom filter using Project > Filtered For, More filters,
New. Name the filter anything you'd like. Create the filter
definition as follows:

Field Name: Text1
Test: Contains
Value: "Enter the resource's initials"?

When you run the filter, a dialog box will pop up asking for the
resource's initials. Enter the initials and Project will return any
resource or assignment where Text1 contains that resource's initials.

You can now edit the "Who Does What When" report definition and add
the custom filter you created.

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

Julie
Project MVP

Visit http://project.mvps.org/ for the FAQs and additional information
about Microsoft Project

 

[JulieS]

Great Mike. I'm glad all worked out and thanks for the feedback.

Julie
Project MVP

Thanks for the tip, Julie.

I wasn't able to work with the Text1 field because the _Customize
Fields_
menu was disabled for some reason. However, I did use the
pre-defined
"Initials" field and added it to the Resource Usage view (no Fill
Down
required, either).

From here, I followed your directions for creating a filter and it
worked
well with the "Initials" field.

--

-Mike

Hello Mike,

Glad to know you were able to get the full "Who Does What When"
report
to work after expanding the Resource Usage view and thanks for the
feedback.

To your new question. The "Resource Range" filter you are using
looks for the number you specify in the Resource ID field.
Included
in the filter definition is the criteria "Assignment equals No", so
assignment rows are omitted. However, changing the "Assignment
equals" to "Yes" doesn't work because assignments do not have a ID
field so nothing is returned by the filter.

A workaround that you could use would be to insert a custom field
(Flag, Text, etc.) and use that field to code not only the resource
but apply the same code to the assignments for that resource. (I'd
use
the fill down command to speed things along). Then create a custom
filter using that field.

An example using the Text1 field and the resource's initials:

Add the Text1 field to the Resource Usage view. Right click on the
Text1 column heading and in the Customize Fields dialog box, click
the
Formula button. In the Formula dialog , enter [Initials]. Click
OK
the close both dialog boxes. You should now see the resource's
initials in the Text1 field on the resource row. Select the
Resource
row and the assignments rows for that resource and choose Edit >
Fill
Down to copy the initials.

Create a custom filter using Project > Filtered For, More filters,
New. Name the filter anything you'd like. Create the filter
definition as follows:

Field Name: Text1
Test: Contains
Value: "Enter the resource's initials"?

When you run the filter, a dialog box will pop up asking for the
resource's initials. Enter the initials and Project will return
any
resource or assignment where Text1 contains that resource's
initials.

You can now edit the "Who Does What When" report definition and add
the custom filter you created.

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

Julie
Project MVP

Visit http://project.mvps.org/ for the FAQs and additional
information
about Microsoft Project

Thank you, Julie, that fixed the problem for the list of
resources.

I've gone to the next step and want to list resources
individually
so I can
give each person their assignment for the week. To do this, I've
edited the
report (_Definition_ tab) and chose "Resource Range..." for the
_Filter_.
When prompted, I enter the Resource ID to pick the person.

However, the individual tasks for the resource do not appear as
it
did with
the default report. (Resource assignments are still expanded in
the
Resource
View as you instructed, and the _And task assignments_ checkbox
is
still
checked, which should list the tasks for the resource; it does
for
the
default report.)

What could be causing this to happen? Thanks.

--

-Mike


:

Hi Mike,

Display the Resource Usage view and make sure all of the
assignment
rows are visible. That should solve the problem with the Who
Does
What When report.

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

Julie
Project MVP

Visit http://project.mvps.org/ for the FAQs and additional
information
about Microsoft Project

When I generate this report, the tasks for a number of
resources
are
not
displayed. The total hours for their tasks per day are shown
in
the
same row
where the name is located, but no breakdown of the individual
tasks.
I know
these resources have tasks assigned as they do appear on the
"Who
Does What"
report.

What could be causing this to happen? Thanks.