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Ms Project

resolvedResolved · Medium Priority · Version 2007

replyReply Wed 4 Aug 2010, 16:51Delegate Agnes said...

Agnes has attended:
Project Advanced course
Access Intermediate course
Excel VBA Intro Intermediate course

Ms Project

I would like to create a report with units vs. time. So I can have number of resources working at each week.
Thanks,
Agnes

For upcoming training course dates see: Pricing & availability

replyReply Thu 12 Aug 2010, 13:53Trainer Andrew said...

RE: Ms Project

Hi Agnes

Thank you for your question.

As a first step take a look at the Work Usage report - does this offer some of the information you are looking for?

Reports > Reports > Workload > Resource Usage

Let me know what you would need to change on that report to meet your requirements and I can suggest alternatives.

It may be that getting the data into a pivot chart using Visual Reports would be the best way forward - as that way you can easily customise the final report.

Kind regards,
Andrew

replyReply Thu 19 Aug 2010, 14:55Delegate Agnes said...

RE: Ms Project

Anrew,
Thanks for your reply. I don't know how to put Resource Usage on pivot using visual Report.
Regards,
Agnes

replyReply Mon 23 Aug 2010, 17:14Trainer Andrew said...

RE: Ms Project

Hi Agnes

No problem - take a look at the visual reports under the Report menu.

Under the Resource Usage tab double click the Resource Work Summary report.

Excel will open. Don't worry about the chart that appears. In fact right click on the tab Chart1 and delete it. We won't be using it.

You should be left in the pivot data that was used to create the chart. On the lower right side of the screen you will see four boxes labelled Report Filter, Column Labels, Row Labels, Values.

There are already some items in the boxes. Above the boxes is a long list, containing three items that are ticked. Remove the ticks from these items and the pivot table should clear of data.

Now everything is unticked we can add our own selection to the pivot.

In the list find Time Weeklyl Calendar. Right click it and choose Add to column labels.

Find Resources in the list, right click and add to Row labels

Finally right click Work and choose Add to Values.

Now in the pivot table itself click on the little + symbol beside 2010 to open it up. Inside you will probably find Quarters also with + symbols. Give those pluses a click and you will see the committed work for your resources at a weekly level.

Is this closer to the kind of report you are looking for?

If you find pivot tables may be helpful to you then take a look at our Advanced Excel course where we explore them in more detail.
http://www.microsofttraining.net/excel-2007-advanced.php


Kind regards,
Andrew

 

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Ms project tip:

Keep constraining dates to a minimum

As far as possible avoid fixing the dates of your tasks. For example try to steer of clear dragging task bars in the Gantt chart to move them on the timeline or entering dates directly into the Start / Finish fields.

Date constraints such as these limit Microsoft Project's ability to automatically adjust your project whenever you add, remove or modify the duration of your tasks. Instead use the logic in your task dependencies that link your tasks to enable Project to calculate the start and finish dates for you.

View all MS Project hints and tips


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