exporting assignments timephased data

Hello,

I contacted about a dozen projects to a central resource pool based on
project 2007.
My goal is to create a pivot table summarizing work across all projects and
providing a way to drill down its data.
however, I experience difficulties in finding a way to export to excel the
assignments time phased data containing the project name, resource name, and
the monthly resource's work across the assignments.
I've tried to use the visual reports but couldnâ??t find all the relevant data.

Thank you for your help,

Daniel - PMO

sai
Wed Mar 12 21:57:00 CDT 2008

Dear Daniel,

I understand your requirement as the time-phased assignment data of
resources needs to exported to excel, for pivot table analysis.

In Microsoft Office Project 2007 or its earlier version, the visual reports
or Save As to Excel workbook does not save the time-phased data.

My suggest is to to change use the "Analyze Timescaled Data in Excel ..." of
Analysis toolbar to export the timephased assignment data of resources to
excel.

Please let us know if this helps.

Regards
Sai [PMP]


"Daniel" wrote:

> Hello,
>
> I contacted about a dozen projects to a central resource pool based on
> project 2007.
> My goal is to create a pivot table summarizing work across all projects and
> providing a way to drill down its data.
> however, I experience difficulties in finding a way to export to excel the
> assignments time phased data containing the project name, resource name, and
> the monthly resource's work across the assignments.
> I've tried to use the visual reports but couldnâ??t find all the relevant data.
>
> Thank you for your help,
>
> Daniel - PMO

JulieS
Thu Mar 13 07:28:59 CDT 2008

"Daniel" <Daniel @discussions.microsoft.com> wrote in message
news:977222A8-4C92-4017-B796-87399C9D1214@microsoft.com...
> Hello,
>
> I contacted about a dozen projects to a central resource pool based on
> project 2007.
> My goal is to create a pivot table summarizing work across all
> projects and
> providing a way to drill down its data.
> however, I experience difficulties in finding a way to export to excel
> the
> assignments time phased data containing the project name, resource
> name, and
> the monthly resource's work across the assignments.
> I've tried to use the visual reports but couldn't find all the
> relevant data.
>
> Thank you for your help,
>
> Daniel - PMO

Hello Daniel,

I assume you've tried the Resource Work Availability Report Visual
report but found you couldn't get the assignment name nor project name
from the report. As Sai correctly pointed out, saving as an Excel file
through the File > Save As command does not export timephased data
similar to the Resource Usage or Task Usage View. The Analyze
Timescaled data in Excel command is no longer available in Project 2007.

So, the two options:

Carefully copy/paste the data from the Resource Usage view. You'll need
to copy/paste each side of the view separately. You can add the project
field to the view to help identify which project the assignment comes
from.

Or

Export the timescaled data from Project to Excel using VBA. I believe
several of the VBA gurus have developed some code which will accomplish
that -- however, I don't believe that is freeware. You could try
posting your needs in detail to the Project Developer newsgroup for some
assistance with the process.

If you're interested in developing your own VBA solution, then I would
recommend purchasing Rod Gill's book on Project VBA. For details on
Rod's book see: http://www.projectvbabook.com/

I hope this helps. Let us know how you get along.

Julie
Project MVP

Visit http://project.mvps.org/ for the FAQs and additional information
about Microsoft Project

Daniel
Mon Mar 17 04:57:01 CDT 2008

Hello Julie,

Thank you for detailed answer. I'll try using the VBA.

Daniel

"JulieS" wrote:

> "Daniel" <Daniel @discussions.microsoft.com> wrote in message
> news:977222A8-4C92-4017-B796-87399C9D1214@microsoft.com...
> > Hello,
> >
> > I contacted about a dozen projects to a central resource pool based on
> > project 2007.
> > My goal is to create a pivot table summarizing work across all
> > projects and
> > providing a way to drill down its data.
> > however, I experience difficulties in finding a way to export to excel
> > the
> > assignments time phased data containing the project name, resource
> > name, and
> > the monthly resource's work across the assignments.
> > I've tried to use the visual reports but couldn't find all the
> > relevant data.
> >
> > Thank you for your help,
> >
> > Daniel - PMO
>
> Hello Daniel,
>
> I assume you've tried the Resource Work Availability Report Visual
> report but found you couldn't get the assignment name nor project name
> from the report. As Sai correctly pointed out, saving as an Excel file
> through the File > Save As command does not export timephased data
> similar to the Resource Usage or Task Usage View. The Analyze
> Timescaled data in Excel command is no longer available in Project 2007.
>
> So, the two options:
>
> Carefully copy/paste the data from the Resource Usage view. You'll need
> to copy/paste each side of the view separately. You can add the project
> field to the view to help identify which project the assignment comes
> from.
>
> Or
>
> Export the timescaled data from Project to Excel using VBA. I believe
> several of the VBA gurus have developed some code which will accomplish
> that -- however, I don't believe that is freeware. You could try
> posting your needs in detail to the Project Developer newsgroup for some
> assistance with the process.
>
> If you're interested in developing your own VBA solution, then I would
> recommend purchasing Rod Gill's book on Project VBA. For details on
> Rod's book see: http://www.projectvbabook.com/
>
> I hope this helps. Let us know how you get along.
>
> Julie
> Project MVP
>
> Visit http://project.mvps.org/ for the FAQs and additional information
> about Microsoft Project
>
>
>

JulieS
Mon Mar 17 06:45:27 CDT 2008

You're welcome Daniel. I think VBA is the best way to go if you have
the time to invest in developing the process that works for your needs.
Julie
"Daniel" <Daniel@discussions.microsoft.com> wrote in message
news:E4E0400C-F7F4-422C-B6FC-21344B1E2DD7@microsoft.com...
> Hello Julie,
>
> Thank you for detailed answer. I'll try using the VBA.
>
> Daniel
>
> "JulieS" wrote:
>
>> "Daniel" <Daniel @discussions.microsoft.com> wrote in message
>> news:977222A8-4C92-4017-B796-87399C9D1214@microsoft.com...
>> > Hello,
>> >
>> > I contacted about a dozen projects to a central resource pool based
>> > on
>> > project 2007.
>> > My goal is to create a pivot table summarizing work across all
>> > projects and
>> > providing a way to drill down its data.
>> > however, I experience difficulties in finding a way to export to
>> > excel
>> > the
>> > assignments time phased data containing the project name, resource
>> > name, and
>> > the monthly resource's work across the assignments.
>> > I've tried to use the visual reports but couldn't find all the
>> > relevant data.
>> >
>> > Thank you for your help,
>> >
>> > Daniel - PMO
>>
>> Hello Daniel,
>>
>> I assume you've tried the Resource Work Availability Report Visual
>> report but found you couldn't get the assignment name nor project
>> name
>> from the report. As Sai correctly pointed out, saving as an Excel
>> file
>> through the File > Save As command does not export timephased data
>> similar to the Resource Usage or Task Usage View. The Analyze
>> Timescaled data in Excel command is no longer available in Project
>> 2007.
>>
>> So, the two options:
>>
>> Carefully copy/paste the data from the Resource Usage view. You'll
>> need
>> to copy/paste each side of the view separately. You can add the
>> project
>> field to the view to help identify which project the assignment comes
>> from.
>>
>> Or
>>
>> Export the timescaled data from Project to Excel using VBA. I
>> believe
>> several of the VBA gurus have developed some code which will
>> accomplish
>> that -- however, I don't believe that is freeware. You could try
>> posting your needs in detail to the Project Developer newsgroup for
>> some
>> assistance with the process.
>>
>> If you're interested in developing your own VBA solution, then I
>> would
>> recommend purchasing Rod Gill's book on Project VBA. For details on
>> Rod's book see: http://www.projectvbabook.com/
>>
>> I hope this helps. Let us know how you get along.
>>
>> Julie
>> Project MVP
>>
>> Visit http://project.mvps.org/ for the FAQs and additional
>> information
>> about Microsoft Project
>>
>>
>>