JulieS
Fri Jul 28 08:02:07 CDT 2006
Hi Dave,
You are correct. If you supply data in a custom field to a Resource,
the assignments for that resource do not inherit that custom field
value. You have a couple of choices:
1. Use the fill handle in the Resource usage view to copy to data from
the resource field to the assignment field.
2. Use VBA to populate the data. If you are interested in that approach
see the following link to fellow MVP Jack Dahlgren's macros:
http://masamiki.com/project/macros.htm
He has the code for "Copy Task Data to Assignments" in a macro named
"Copy Task Fields." You would need to modify the macro and change the
references from task to resource and from tasks to resources and change
the fields (he uses Text5) as needed, but if your list of resources and
assignments is large, you may prefer that work to a manual copy process.
--
I hope this helps. Let us know how you get along.
Julie
Visit
http://project.mvps.org/ for FAQs and more information about
Microsoft Project.
"dave" <dave@discussions.microsoft.com> wrote in message
news:3729DF49-78D8-4363-8DFB-FAAA4BA8A6A7@microsoft.com...
> Julie,
> Thanks for that - I've actually found out what the problem was.
> When I did the filtering on group it was ok, when I used a 'custom
> flag' it
> didn't work - this was because the 'value' of the custom flag was NOT
> inheritied by the assignments uo.nderneath it - consequently the
> filter
> didn't work in the way I expected it to.
>
> Is there any way to get flag to cascade it's properties down, or
> should I
> just use a 'normal' field and change the vales to achieve the result I
> require ?
>
> Thanks again for your help.
>
> "JulieS" wrote:
>
>> Hi Dave,
>>
>> Yes, it makes perfect sense, and you should be able to get it to
>> work.
>> Just add the Group field and the % Work Complete fields to the view.
>> (The % Complete field is not available in the Resource Usage view.)
>>
>> In quick testing I was able to filter by Group and then by % Work
>> complete (Does not Equal 100) using autofilters. The assignments
>> which
>> were 100% complete were filtered out of the view with the task which
>> were less than 100% complete were still showing.
>>
>> I'm not sure what went awry in your project. Is it possible between
>> the
>> two filters that all of the assignments were complete (100%) for the
>> tasks which met your other filter criteria?
>> --
>> I hope this helps. Let us know how you get along.
>>
>> Julie
>>
>> Visit
http://project.mvps.org/ for FAQs and more information about
>> Microsoft Project.
>>
>> "Dave Eade" <DaveEade@discussions.microsoft.com> wrote in message
>> news:E01F3C55-BD9E-444A-94F4-1DB2582EC4A2@microsoft.com...
>> > Thanks Julie, anyway here goes with what I'm trying to do.
>> >
>> > In the 'Resource Usage' view I have a list, which has a list of
>> > resources
>> > and the task/ or assignments underneath each one.
>> >
>> > What I want to do is limit the list of resources based on a flag or
>> > group,
>> > then I want to limit the list list of tasks/assignments based on %
>> > complete
>> > or date.
>> >
>> > Does that make sense ?
>> >
>> > Ta.
>> >
>> >
>> > "JulieS" wrote:
>> >
>> >> Hi Dave,
>> >>
>> >> I'm not sure I understand completely what you are trying to
>> >> achieve.
>> >> Are you attempting to apply a filter on the same field (% work
>> >> complete)
>> >> twice -- once for resources and once for assignments?
>> >>
>> >> If, so, I'm afraid filtering doesn't work that way. With
>> >> autofilters
>> >> or
>> >> regular filters you can filter on multiple fields, but you cannot
>> >> apply
>> >> one filter, then reapply a different filter on the same field
>> >> unless
>> >> you
>> >> combine them with an AND or and OR condition.
>> >>
>> >> Filtering in a Usage view combines both Resource and Assignment
>> >> (Resource Usage view) or Task and Assignment (Task Usage view)
>> >> data.
>> >> For additional information, see FAQ 51 "Data Types: Task,
>> >> Resource,
>> >> and
>> >> Assignment" at:
>> >>
>> >>
http://project.mvps.org/faqs.htm
>> >>
>> >> Perhaps if you gave us some more details about what you are
>> >> attempting
>> >> to achieve, we can be of some additional assistance as well.
>> >> --
>> >> I hope this helps. Let us know how you get along.
>> >>
>> >> Julie
>> >>
>> >> Visit
http://project.mvps.org/ for FAQs and more information about
>> >> Microsoft Project.
>> >> "dave" <dave@discussions.microsoft.com> wrote in message
>> >> news:09F66C78-3086-446E-8D74-BCEA9AF7877B@microsoft.com...
>> >> > Hi,
>> >> > I'm trying to use 'auto filters' in the Resource Allocation
>> >> > view,
>> >> > the
>> >> > problem being is that I want to use more that one filter - one
>> >> > to
>> >> > apply to
>> >> > the resource, and one to apply to the tasks underneath the
>> >> > resources.
>> >> >
>> >> > What happens is the first filter works ok, but the 2nd then just
>> >> > hidesall
>> >> > the tasks and when I expand out the tasks I don't [ I'm
>> >> > filtering
>> >> > via
>> >> > %
>> >> > complete and I don't want the tasks that = 100 ] are still
>> >> > there.
>> >> >
>> >> > Is there anyway of getting project to understand what I'm trying
>> >> > to
>> >> > achieve
>> >> > or another way to do this ?
>> >> >
>> >> > Thanks
>> >>
>> >>
>> >>
>>
>>
>>