how can number fields in resource views be rolled up?

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Hi again,
I am using a number field in the resource usage to show the actual effort of
the people. It's filled by a little macro updating the data from the task
view where it's also stored in a number field, not in "actual work".
The field "work" in the resource usage shows the sum of the activities in
the resource summary, however, I can not show the sum of the actuals in the
resource summary line.
Is there a trick to do this?
I'm using MSP 2007.
Thanks much for your help in advance,
best regards
Gabi
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Re: how can number fields in resource views be rolled up? by JulieS

JulieS
Wed Sep 03 08:15:13 CDT 2008

Hello Gabi,

Through a custom group you can get what I think you are looking for.
If I understand correctly, you have values in the assignment rows in
the Resource Usage view that you would like to total at the Resource
row.

First set the custom field to sum the values. Right click on the
number field choose customize fields. In the section "Calculation
for task and group summary rows" select Rollup: Sum.

Then create a custom group:
Project > Group By > More Groups, New
Name the group as you like.

In the first row Group By select "Name" from the field name drop
down
Field type is Resource
Order is Ascending or Descending as you like

Click the checkbox "Group assignments, not resources"
In the second row
Then by: Name
Field Type: Assignment
Order: either ascending or descending

Click OK to apply the group.

It's a bit of a round about but you should now see totals for each
resource line.

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


"Gabi" <Gabi@discussions.microsoft.com> wrote in message
news:C1B1F402-2EC9-482C-A488-24E401CCB69B@microsoft.com...
> Hi again,
> I am using a number field in the resource usage to show the actual
> effort of
> the people. It's filled by a little macro updating the data from
> the task
> view where it's also stored in a number field, not in "actual
> work".
> The field "work" in the resource usage shows the sum of the
> activities in
> the resource summary, however, I can not show the sum of the
> actuals in the
> resource summary line.
> Is there a trick to do this?
> I'm using MSP 2007.
> Thanks much for your help in advance,
> best regards
> Gabi


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Re: how can number fields in resource views be rolled up? by Gabi

Gabi
Wed Sep 03 08:47:02 CDT 2008

Hi Julie,

thanks VERY much, this is exactly what I wanted to do :-)
I just left out the "then by", so it's just grouped by Name and it looks
beautiful:-)

BR
Gabi

"JulieS" wrote:

> Hello Gabi,
>
> Through a custom group you can get what I think you are looking for.
> If I understand correctly, you have values in the assignment rows in
> the Resource Usage view that you would like to total at the Resource
> row.
>
> First set the custom field to sum the values. Right click on the
> number field choose customize fields. In the section "Calculation
> for task and group summary rows" select Rollup: Sum.
>
> Then create a custom group:
> Project > Group By > More Groups, New
> Name the group as you like.
>
> In the first row Group By select "Name" from the field name drop
> down
> Field type is Resource
> Order is Ascending or Descending as you like
>
> Click the checkbox "Group assignments, not resources"
> In the second row
> Then by: Name
> Field Type: Assignment
> Order: either ascending or descending
>
> Click OK to apply the group.
>
> It's a bit of a round about but you should now see totals for each
> resource line.
>
> 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
>
>
> "Gabi" <Gabi@discussions.microsoft.com> wrote in message
> news:C1B1F402-2EC9-482C-A488-24E401CCB69B@microsoft.com...
> > Hi again,
> > I am using a number field in the resource usage to show the actual
> > effort of
> > the people. It's filled by a little macro updating the data from
> > the task
> > view where it's also stored in a number field, not in "actual
> > work".
> > The field "work" in the resource usage shows the sum of the
> > activities in
> > the resource summary, however, I can not show the sum of the
> > actuals in the
> > resource summary line.
> > Is there a trick to do this?
> > I'm using MSP 2007.
> > Thanks much for your help in advance,
> > best regards
> > Gabi
>
>
>
Top

Re: how can number fields in resource views be rolled up? by JulieS

JulieS
Wed Sep 03 08:49:14 CDT 2008

Great Gabi. Glad it worked for you and thanks for the feedback.
Julie

"Gabi" <Gabi@discussions.microsoft.com> wrote in message
news:CEB151C1-72D2-4E48-B6CC-684CD96A5D07@microsoft.com...
> Hi Julie,
>
> thanks VERY much, this is exactly what I wanted to do :-)
> I just left out the "then by", so it's just grouped by Name and it
> looks
> beautiful:-)
>
> BR
> Gabi
>
> "JulieS" wrote:
>
>> Hello Gabi,
>>
>> Through a custom group you can get what I think you are looking
>> for.
>> If I understand correctly, you have values in the assignment rows
>> in
>> the Resource Usage view that you would like to total at the
>> Resource
>> row.
>>
>> First set the custom field to sum the values. Right click on the
>> number field choose customize fields. In the section
>> "Calculation
>> for task and group summary rows" select Rollup: Sum.
>>
>> Then create a custom group:
>> Project > Group By > More Groups, New
>> Name the group as you like.
>>
>> In the first row Group By select "Name" from the field name drop
>> down
>> Field type is Resource
>> Order is Ascending or Descending as you like
>>
>> Click the checkbox "Group assignments, not resources"
>> In the second row
>> Then by: Name
>> Field Type: Assignment
>> Order: either ascending or descending
>>
>> Click OK to apply the group.
>>
>> It's a bit of a round about but you should now see totals for
>> each
>> resource line.
>>
>> 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
>>
>>
>> "Gabi" <Gabi@discussions.microsoft.com> wrote in message
>> news:C1B1F402-2EC9-482C-A488-24E401CCB69B@microsoft.com...
>> > Hi again,
>> > I am using a number field in the resource usage to show the
>> > actual
>> > effort of
>> > the people. It's filled by a little macro updating the data
>> > from
>> > the task
>> > view where it's also stored in a number field, not in "actual
>> > work".
>> > The field "work" in the resource usage shows the sum of the
>> > activities in
>> > the resource summary, however, I can not show the sum of the
>> > actuals in the
>> > resource summary line.
>> > Is there a trick to do this?
>> > I'm using MSP 2007.
>> > Thanks much for your help in advance,
>> > best regards
>> > Gabi
>>
>>
>>


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