Re: Filtering Material Resources by John
John
Wed Aug 16 10:08:33 CDT 2006
In article <0FB901C5-4891-4770-9D20-D89A6D62DA86@microsoft.com>,
mm <mm@discussions.microsoft.com> wrote:
> Thanks John, that does help; I think I could figure out the VBA for that.
> The one thing I didn't get was what the flag was for. And just to confirm, I
> would parse the materials and/or people into separate customizable text
> fields?
Mike,
You're welcome and thanks for the feedback.
The only reason I mentioned using flag fields was because your original
post mentioned using a filter. Oftentimes a spare flag field is used to
identify certain tasks or resources that may not lend themselves to a
simple filter. However, it sounds like parsing the information into
multiple spare text fields will better meet your needs.
John
>
> "John" wrote:
>
> > In article <85CE4C2A-3897-4DC4-B07D-F511E297D4BE@microsoft.com>,
> > mm <mm@discussions.microsoft.com> wrote:
> >
> > > Sorry, I might have misunderstood Rod's point, but your answer seems to
> > > confirm my initial belief. (though I might ahve misundestood that too)
> > >
> > > The problem I was having was that typically, I have only one person
> > > assigned, but lots of materials. So, if I kept them all as resources,
> > > all
> > > showing in the resource names field, it would be hard to find the person
> > > amonst all the materials.
> > >
> > > It sounds like your suggestion might be to separate them into distinct
> > > lines, but what I was wanting to do was keep them on the same line, but
> > > distinct columns.
> > >
> > > Thanks,
> > > Mike
> >
> > Mike,
> > OK, I understand. Using the single task approach does make it a little
> > more complicated to do what you want but it is still possible. I would
> > probably use VBA to parse the Resource Names string to separate the
> > material and labor resources and then assign a spare flag field as
> > appropriate so it could be filtered. You could of course also use a
> > filter directly but if you have more than a few (5 or less) items you
> > want to find, a filter by itself will get very complex in a hurry. Aside
> > from using VBA, (maybe that's not your thing), you could customize a
> > spare field with a formula that does the parsing. It too can get complex
> > so perhaps a series of formulas in multiple custom fields would simplify
> > things. This process could also be used to write the separate resource
> > names into individual spare [text] fields.
> >
> > Hope this helps.
> > John
> > Project MVP
> > >
> > > "John" wrote:
> > >
> > > > In article <CB60B8FD-D07C-4127-B556-AC9204BCBED6@microsoft.com>,
> > > > mm <mm@discussions.microsoft.com> wrote:
> > > >
> > > > > This seems to indicate that if I wanted to assign both material and
> > > > > work
> > > > > resources to a task, they would have to coexist in the same resources
> > > > > field.
> > > > > It would be nice to be able to have materials assigned and people
> > > > > assigned
> > > > > and have them listed separately.
> > > > >
> > > > > Anyone have a suggestion to work around this?
> > > > >
> > > > > Thanks,
> > > > > Mike
> > > >
> > > > Mike,
> > > > No, I'm not real sure how you inferred that from Rod's response. What
> > > > Rod was trying to explain is that some fields are unique to tasks, some
> > > > are unique to resources and some are unique to assignments and a few
> > > > fields are common. Task views (e.g. Gantt Chart) will only show fields
> > > > that are unique to tasks or fields that just happen to be common among
> > > > more than one object (i.e. task, resource or assignment). Rod was
> > > > simply
> > > > saying that the Resource Type field is unique to resource views and
> > > > therefore cannot be shown directly in a task view. He further suggested
> > > > that you take a common field such as Resource Initials and code it to
> > > > uniquely identify the type of resource. Then it can be filtered in a
> > > > task view.
> > > >
> > > > With regard to assigning both material and labor resources to a task,
> > > > that most certainly can be done (although I generally prefer to assign
> > > > them to separate task lines in my project plans). When you assign
> > > > resources to a task, select both the labor resources and the material
> > > > resources. They will show up appropriately in the Resource Names field.
> > > >
> > > > Hope this helps.
> > > > John
> > > > Project MVP
> > > > >
> > > > >
> > > > > "Rod Gill" wrote:
> > > > >
> > > > > > In Task views you can't. The only resource fields you can use are
> > > > > > Resource
> > > > > > Name, initials and Group. So what you can do is duplicate the
> > > > > > resource
> > > > > > type
> > > > > > field in the initials or Group fields and filter by them. You could
> > > > > > also
> > > > > > enter values into initials or Group so that material resources are
> > > > > > recognisable and therefore filterable. EG use Group of Material for
> > > > > > Material
> > > > > > Resources.
> > > > > >
> > > > > > --
> > > > > >
> > > > > > Rod Gill
> > > > > > Project MVP
> > > > > > Visit www.msproject-systems.com for Project Companion Tools and
> > > > > > more
> > > > > >
> > > > > >
> > > > > > "Neil" <Neil@discussions.microsoft.com> wrote in message
> > > > > > news:5A0B5BBF-0506-4A5B-B4F9-2D0BD95AB5AF@microsoft.com...
> > > > > > > In the 'resource sheet' view the field 'type' identifies
> > > > > > > "Material"
> > > > > > > or
> > > > > > > "Work".
> > > > > > >
> > > > > > > I want to filter out some resource types with (or before)
> > > > > > > export(ing)
> > > > > > > data,
> > > > > > > and hoped the field 'Resource Type' in the 'Gantt chart' view
> > > > > > > would
> > > > > > > identify
> > > > > > > whether a resource is "Material" or "Work". It doesn't.
> > > > > > >
> > > > > > > How can I filter / query MS Project to identify what 'type' a
> > > > > > > resource is
> > > > > > > labelled as (equivalent to the 'resource sheet' field 'type')?
> > > > > > >
> > > > > >
> > > > > >
> > > > > >
> > > >
> >