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Is it possible to create a report where I list upcoming tasks grouped by individual resources? RRS feed

  • Question

  •  

    Is it possible to create a report where I list upcoming tasks grouped by individual resources? Currently when I do a group by on tasks with more than on resource, it will use the group of resources as the unique name.

    Ideally, the report would look like this:

    Resource: Mike

    - Task 1

    - Task 2

    Resource: Dave

    - Task 2

    - Task 3

    Currently it looks like

    Resource: Mike

    - Task 1

    Resource: Mike, Dave

    - Task 2

    Resource: Dave

    - Task 3

    Tuesday, October 6, 2015 8:51 PM

Answers

  • RWL2001,

    Okay, but your "ideal report" looks exactly like the Resource Usage view, so why doesn't that work? If you want to limit the data to upcoming tasks, you could use the Date Range filter.

    John

    • Marked as answer by RWL2001 Wednesday, October 7, 2015 1:19 PM
    Tuesday, October 6, 2015 9:57 PM
  • RWL2001,

    You're welcome and thanks for the feedback.

    The simple answer to your question is "yes" but let me clarify. The Resource Usage view contains data for two types of Project objects - Resource and Assignment. There are no Task object fields available in the Resource Usage view. You might want to read the following Wiki article for a more in-depth discussion on this: http://social.technet.microsoft.com/wiki/contents/articles/31991.ms-project-data-types-task-resource-assignment.aspx.

    Even though there are no Task fields in the Resource Usage view, the reason I answered yes to your question is that you can translate task field data to the Resource Usage view using VBA. The process for doing so is detailed in the following Wiki article: http://social.technet.microsoft.com/wiki/contents/articles/32051.ms-project-extra-fields-in-views.aspx.

    Hope this helps.

    John

    • Marked as answer by RWL2001 Wednesday, October 7, 2015 3:43 PM
    Wednesday, October 7, 2015 2:55 PM

All replies

  • RWL2001,

    Okay, but your "ideal report" looks exactly like the Resource Usage view, so why doesn't that work? If you want to limit the data to upcoming tasks, you could use the Date Range filter.

    John

    • Marked as answer by RWL2001 Wednesday, October 7, 2015 1:19 PM
    Tuesday, October 6, 2015 9:57 PM
  • Resource Usage does exactlly that.

    There is also a nice standard report in Project 2013 with upcomming tasks for resources.

    Go to Reports -> Dashboards -> Upcomming Tasks

    In addition to this you can select grouping on the Resource Name coloumn in the Gantt View - that will produce the same structure with gantt view. Note that multiple resources on one task will not work properlly in this grouping.

    Best Regards | Power2Plan | https://www.power2plan.com


    Wednesday, October 7, 2015 7:52 AM
  • This is correct. Since posting the original question I've both discovered this report and ran into a couple of limitations. I want to put a custom column in the report indicating a task status using custom rules. It appears that I can only update resource columns in this view which does not allow me to add a custom status at the task level.

    Follow Up Question

    Is it possible to add a custom task column in the "Resource Usage" view?

    Thanks for the original answer

    Wednesday, October 7, 2015 1:23 PM
  • RWL2001,

    You're welcome and thanks for the feedback.

    The simple answer to your question is "yes" but let me clarify. The Resource Usage view contains data for two types of Project objects - Resource and Assignment. There are no Task object fields available in the Resource Usage view. You might want to read the following Wiki article for a more in-depth discussion on this: http://social.technet.microsoft.com/wiki/contents/articles/31991.ms-project-data-types-task-resource-assignment.aspx.

    Even though there are no Task fields in the Resource Usage view, the reason I answered yes to your question is that you can translate task field data to the Resource Usage view using VBA. The process for doing so is detailed in the following Wiki article: http://social.technet.microsoft.com/wiki/contents/articles/32051.ms-project-extra-fields-in-views.aspx.

    Hope this helps.

    John

    • Marked as answer by RWL2001 Wednesday, October 7, 2015 3:43 PM
    Wednesday, October 7, 2015 2:55 PM
  • The second link was exactly what I needed. Thanks.
    Wednesday, October 7, 2015 3:44 PM
  • RWL2001,

    You're welcome and thanks for the feedback.

    John

    Wednesday, October 7, 2015 5:31 PM