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Display Remaining Work by Resource Group RRS feed

  • Question

  • Greetings;

    I currently use MS Project 2010 to track work in which resources from My Company, and resources from My Customer, collaborate on tasks together.  Within the Resource sheet I have assigned each Resource Name to either My Company, or My Customer.  

    I would like to display within the Gantt Chart a breakdown at the Summary Task level on how much Remaining Work is allocated to all resources working for My Company in one column, and then another column to show all Remaining Work of My Customer.

    What is the best method for displaying these two data sets?  Is there a way to write a Custom Field Forumla that will summarize all Remaining Work, based on which Resource Group I identify for the column?

    Thanks in advance,

    David

    Sunday, June 17, 2012 11:30 PM

Answers

  • Well....you're on the right track with the Resource Group field.  Populate that, and then you should be able to group assignments within the Task or Resource Usage views.

    The issue will be trying to get it to roll up to the summary task level.  The easiest way would be to simply either use an intelligent WBS and a custom field to consume the first (or second) level of the intelligent WBS or simply to code the tasks using a custom text field.  Then, you can group using the custom text field and get pretty much what you're looking for....i.e. group assignments by custom field and then by Resource group.

    Here's a blog post I wrote a while back on intelligent WBS and using formulas to consume them: http://blogs.catapultsystems.com/epm/archive/2010/03/03/using-intelligent-wbs-codes-in-microsoft-project.aspx


    Andrew Lavinsky [MVP] Blog: http://azlav.umtblog.com Twitter: @alavinsky

    Monday, June 18, 2012 2:18 AM
    Moderator
  • Another issue is for tasks with a resource from each group. If you have multiple resources on a task (nothing wrong with that) then I suspect you need a VBA solution. If you only ever have resources from the same group on a task then at the task level a custom field works as Andrew suggests.

    Rod Gill

    The one and only Project VBA Book

    Rod Gill Project Management

    Monday, June 18, 2012 9:23 PM
    Moderator

All replies

  • Well....you're on the right track with the Resource Group field.  Populate that, and then you should be able to group assignments within the Task or Resource Usage views.

    The issue will be trying to get it to roll up to the summary task level.  The easiest way would be to simply either use an intelligent WBS and a custom field to consume the first (or second) level of the intelligent WBS or simply to code the tasks using a custom text field.  Then, you can group using the custom text field and get pretty much what you're looking for....i.e. group assignments by custom field and then by Resource group.

    Here's a blog post I wrote a while back on intelligent WBS and using formulas to consume them: http://blogs.catapultsystems.com/epm/archive/2010/03/03/using-intelligent-wbs-codes-in-microsoft-project.aspx


    Andrew Lavinsky [MVP] Blog: http://azlav.umtblog.com Twitter: @alavinsky

    Monday, June 18, 2012 2:18 AM
    Moderator
  • Another issue is for tasks with a resource from each group. If you have multiple resources on a task (nothing wrong with that) then I suspect you need a VBA solution. If you only ever have resources from the same group on a task then at the task level a custom field works as Andrew suggests.

    Rod Gill

    The one and only Project VBA Book

    Rod Gill Project Management

    Monday, June 18, 2012 9:23 PM
    Moderator