Project Management

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MS Project - Resource Allocation Reporting

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Chris Simanonis Aurora, Il, United States
I need to report to upper management how engineering resources are being allocated across multiple projects. MS Project 2000 almost gives me what I want.

I use a shared resource pool for tracking resources across multiple projects. In the Resource Usage view, it will show me how much of an engineer's time has been allocated. Additionally, it will show me what tasks make up that allocation. However, it's too detailed for upper management. They don't need to know the task details of Joe Engineer (there may be 100 tasks per project). They just want to know how much of Joe's time is allocated to ... say ....Project #003 and how much is allocated to Project #006. Is there a view/report already available in MS Project to do this.

Thanks - Chris
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Anonymous
I'm also currently experiencing this problem, and wishes to know if there is a solution to it.
Thanks in advance
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Bethany Schoenick PMP Montgomery, Al, United States
Hi,

Have you tried doing a File, Save As, .xls and extrapolating your data from that?
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Michael Ross Glen Allen, Va, United States
One way is how Bethany suggests it - just exporting everything to an .xls and adjusting from there.


Doing it Project 2000 will require you to have a Project Summary Task for every project, and you should, on the Task Usage view, include the column "Project" next to the Resource Name, or wherever you want it.

It's not pretty, but given the limitations of Project 2000, it's the only way I know of to get that information (short of exporting it to another application).
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Larry Bradshaw Program Manager Vienna, Va, United States
Using MS Project Professional and MS Project Server, this is readily doable.



Otherwise, I suggest you save as xml and manipulate the data using a reporting tool of your choice, either taking excel and using it as a reporting tool, or taking the data in sql server, mysql, access, or the database of your choice, and reporting from there.


Easiest / shortest path is if you are using MS Project Server already, however, setting that up for one report is ridiculous. A viable alternative path which I have only rarely seen performed is to take the MS Project file, saved as an xml file, and using that as a data source to a process whose end result is an xml database. What is really cool about this is that you are dealing with all text, and so can show project results on small-bandwidth remote (hand held wireless) devices (blackberry, etc). Really anything that runs java, and almost everything hand held or remote does. What is really bad about this is that when Msoft changes the MS Project xml file output or format, the process must change - so people who use this path tend to stagnate on MS Project Professional 2000 or whatever they were using when they built the process.

Hope this helps!

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