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Custom field that displays Main Task name RRS feed

  • Question

  • I have a project with about 10 main tasks, each main task with many subtasks. I would like create a Custom field that shows the Main Task name, with the purpose of going to the Resource Usage view and seeing what Main Task each resources is working on at a given time. However, I am having problems creating a custom field like this that can be displayed in the Resource Usage and Gantt Chart views.

    For example, if there are two main tasks:

    Design

    Manufacture

    And each one of these has several subtasks such as Subtask1, Subtask2,Subtask3, etc...

    I would like to go to the Resource Usage view and see when a specific resource is working on Design, and when they are working on Manufacturing. In this view I don't care about the detailed subtasks.

    Is this possible?

    Thanks!

    Drew

    Monday, June 11, 2012 2:58 PM

Answers

  • Hi Drew,

    No need for custom fields to show the data in the Resource Usage view.  Add the field "Task Summary Name" to the Resource Usage view and you're all set.  You could then create a group to group first by Resource Name, then by the assignment using the "Task Summary Name" field.

    Regarding the Gannt chart - custom fields cannot refer to other task data.  However, Jack Dahlgren was generous enough to post some sample code that copies the "parentage" of a task into a spare text field.  See the "Summary Name" macro at:

    http://masamiki.com/project/macros.htm

    I hope this helps.

    Julie

    • Marked as answer by DrewG84 Monday, June 11, 2012 5:25 PM
    Monday, June 11, 2012 4:24 PM
    Moderator
  • Drew --
     
    You are going to way too much work, my friend.  Simply display the Resource Usage view and then apply the Assignments Keeping Outline Structure group which will display the name of every level of summary task for each resource�??s task assignments.  The problem you will encounter with using the Task Summary Name field is when a task assignment has multiple levels of summary tasks above it, as this field shows only the closest summary task�??s name.  Consider the following work breakdown structure in a project:
     
    Renovation
        Construction
            Carpentry
                Strip Walls
     
    The strip walls task is assigned to a resource, but it has three summary tasks above it.  The task is found in the Renovation phase (first-level summary task), Construction deliverable (second-level summary task), and the Carpentry sub-deliverable (third-level summary task).  Using the Task Summary Name field for the Strip Walls task would show only the Carpentry summary task, but not the other two.  If you apply the Assignments Keeping Outline Structure group, you will see the complete WBS for every task assignment.  Hope this helps.

    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    • Marked as answer by DrewG84 Monday, June 11, 2012 8:24 PM
    Monday, June 11, 2012 7:18 PM
    Moderator

All replies

  • Hi Drew,

    No need for custom fields to show the data in the Resource Usage view.  Add the field "Task Summary Name" to the Resource Usage view and you're all set.  You could then create a group to group first by Resource Name, then by the assignment using the "Task Summary Name" field.

    Regarding the Gannt chart - custom fields cannot refer to other task data.  However, Jack Dahlgren was generous enough to post some sample code that copies the "parentage" of a task into a spare text field.  See the "Summary Name" macro at:

    http://masamiki.com/project/macros.htm

    I hope this helps.

    Julie

    • Marked as answer by DrewG84 Monday, June 11, 2012 5:25 PM
    Monday, June 11, 2012 4:24 PM
    Moderator
  • THANK YOU!!!!
    Monday, June 11, 2012 5:25 PM
  • You're most welcome, Drew and thank you for the feedback.
    Monday, June 11, 2012 6:35 PM
    Moderator
  • Drew --
     
    You are going to way too much work, my friend.  Simply display the Resource Usage view and then apply the Assignments Keeping Outline Structure group which will display the name of every level of summary task for each resource�??s task assignments.  The problem you will encounter with using the Task Summary Name field is when a task assignment has multiple levels of summary tasks above it, as this field shows only the closest summary task�??s name.  Consider the following work breakdown structure in a project:
     
    Renovation
        Construction
            Carpentry
                Strip Walls
     
    The strip walls task is assigned to a resource, but it has three summary tasks above it.  The task is found in the Renovation phase (first-level summary task), Construction deliverable (second-level summary task), and the Carpentry sub-deliverable (third-level summary task).  Using the Task Summary Name field for the Strip Walls task would show only the Carpentry summary task, but not the other two.  If you apply the Assignments Keeping Outline Structure group, you will see the complete WBS for every task assignment.  Hope this helps.

    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    • Marked as answer by DrewG84 Monday, June 11, 2012 8:24 PM
    Monday, June 11, 2012 7:18 PM
    Moderator