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Custom Report by resource by date

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  • #309506 Reply
    Chris
    Guest

    Hi, I am looking to put together what should (I think) be a very simple report from Microsoft Project 2010. I want to produce a report that produces an excel file that lists all the activities by resource and then by due date. So you get Person A and their upcoming activities, then Person B and there upcoming activities, then Person C and so on.

    I would like this to be produced in excel so that each activity can have a RAG status manually applied to each activity that person is undertaking.

    I have done a whole load of searching but can’t find it anywhere online.

    Thanks in advance

    Chris

    #309538 Reply
    Larry Christofaro
    Participant

    Yep, should be simple…but of course the devil is in the details. Have you tried to export information to Excel using the export wizard? With the schedule open, select Save As, save as format Excel Workbook, and follow the wizard. Select Selected Data, Assignments, then select Task Name, Resource Name, Finish (or baseline finish if that’s what you want for due date), and whatever other fields you need. Now that it’s in Excel you can do what you want. You can even setup a standard map and Excel Macro for future exports. Hope that helps…

    #312068 Reply
    Chris
    Guest

    Hi, Larry thank you so much this worked perfectly!

    I have one more question, I am trying to make the Task Names export to Excel, i can do this through just copying and pasting however when i do this i lose the WBS code numbers. Is there anyway that I can export (or copy and paste) the task names whilst maintaining the wbs numbering?

    Thanks in advance

    Chris

    #312673 Reply
    Larry Christofaro
    Participant

    Chris,
    I know there were issues in previous releases in displaying the WBS indentation, but I’m not sure exactly what you are looking to do. I can copy and paste the WBS column without issue. I can also show the WBS indentation in the task name for both Project 2010 and 2013, at least to Excel 2013 (I don’t have Excel 2010). What doesn’t show is the outline number when you are displaying it directly in the task name. Is this what you are referring? Please also let me know what versions you are using when you respond.
    Thanks…Larry

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