Project Pro 2010: Restrict Resource Actual Work View to Current Week only?
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Tuesday, May 08, 2012 7:06 PM
Hello,
We have been asked to display actual hours worked within Project Professional 2010 for resources in a Resource Usage-type of view, but to limit it so that it will only display and summarize the hours worked during the current week. That is, when the manager or resource looks at this view, it only shows the actual work done this week, at a summary level for each resource and including subtotals for each task to which that resource is assigned.
If we can establish that view of the data, we'd like to then have a separate, higher-level view depicting all the resources and their summarized actual hours for the current week (not showing the individual task level). Thus it would show the total hours worked this week for all resources, the total hours worked by Resource1, the total hours for Resource2, etc. Again the key is to only show the current week's actual work.
We appreciate your feedback and ideas - thanks!
cheers /td
All Replies
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Tuesday, May 08, 2012 8:20 PM
TresL,
This is easy to accomplish for the resources, but not for the project as a whole. It would also involve the use of the Date Range... filter. In the Resource Usage view, set the timescale to weeks and add the "Actual work" details (FORMAT>DETAILS>Actual Work). Apply the Date Range filter to include the week you wish to view. Next, highlight the Resource Name column heading, then in the View tab, Data Group, select the Outline button and select "Hide subtasks", and you are finished.
You can get the total hours for the entire project for a week by applying the same principal (but not the exact same steps) to the Task Usage view, but you would not be able to see the work info by resource. To get this and a total hours work for the entire project would require some VBA programming (a macro). Rod Gill's book on this subject is the best resource you can have.
Hope this helps.
Gregg D. Richie, PMP, MCTS; Author, Microsoft Project 2010, Microsoft Official Academic Course Series
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Tuesday, May 08, 2012 8:46 PM
TresL,
I can only come up with two, possibly three ways to get what, (or close to what), you want.
For your first report, the "close to" is to use the Resource Usage view. Show only the Name field on the left side and set the timescale to only show single weeks on the right. You could do this by setting all tiers to weeks, (or just show one tier as weeks), and then expand the scale so that only the desired week appears on the left. For your second report, use the Task Usage view, formatted in similar fashion.
Your second choice is to use Visual Reports and export the Resource Work Summary report. The report will obviously not be in Project and you will have to manipulate the pivot table data to only show a specific week, but it will provide a graph and the pivot table will summarize the weekly data for all resources.
However, in my opinion the best option to get exactly what you want is to use VBA. I've done reports similar to this many times and its the best way to get custom reports for Project data.
Hope this helps.
John
- Marked As Answer by TresL Thursday, May 17, 2012 6:51 PM
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Tuesday, May 08, 2012 8:57 PM
Gregg,
Thank you! That is very helpful information and I will test it out. Do you know if there is a way to achieve that such that it always shows the current week (i.e. without having to manually change the date range filter each week)?
cheers /td
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Wednesday, May 09, 2012 4:30 PM
TresL,
The only way I can think of is to have a macro that applies the filter based on the system date. As a practitioner, I could see where this would be helpful. But you may want this to view information from previous weeks. If you record the macro to include the view, outlining and timescaling then the filter, it will always ask the operator for the week they wish to view. This will be more efficient than simply creating a custom view and still gets to the same end goal.
Thanks for the feedback!
Gregg D. Richie, PMP, MCTS; Author, Microsoft Project 2010, Microsoft Official Academic Course Series
- Marked As Answer by TresL Thursday, May 17, 2012 6:51 PM
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Tuesday, May 15, 2012 8:41 PM
Thank you so much Gregg and John! I will try those out though the Date Range... filter winds up displaying more than the week I selected (ostensibly since it is filtering on resources, not work). I appreciate your suggestions.
cheers /td
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Tuesday, May 15, 2012 9:49 PM
TresL,
Yes, the date range filter does show more than what I interpreted you as wanting, that's why I didn't suggest it. The options I mentioned will show just the week of interest.
Either way, you're welcome and thanks for the feedback. If you feel either or both of us answered your question please mark it as answered.'
John
