Filtering by task custom field on resource usage. | MS-Project forum

Resolved · Urgent Priority · Version 2007

Fri 23 Nov 2012, 10:54 Delegate emma said...

emma has attended:
Project Intro Intermediate course
Project Intro Intermediate course
Project Advanced course

Filtering by task custom field on resource usage.

I want to look at all projects filtered by a client name where the resources are over allocated.

I inserted numerous projects and their allocated resources into a master project.
I customised a field in the gantt chart of the individual projects and the master called ‘client name’ (Text 1) and I now want to view all projects which have overallocated resources filtered by this client name. I went into the master resource sheet and resource usage views and tried to insert this by selecting ‘customise field’ then pressing task (not resource) and selecting the field I wanted, client name (text 1) but when I press ok the field/column with the client name doesn’t appear.
How can I see which clients have projects where the resources are overallocated?

I am also having trouble getting the reports I need but this may be another question later… thanks!

Mon 26 Nov 2012, 15:55 Trainer Andrew said...

RE: filtering by task custom field on resource usage.

Hi Emma

Thank you for your question. If the field you created was made on the task side of your plan (e.g. in the Gantt Chart view) it won't be available in a resource view.

As an alternative you could add the field you created to the main Gantt Chart view and filter there. Alternatively you could store client information in the Resource Group field as this is one of the few Resource fields available in task views.

Let me know how you get on and do drop me a line regarding the reporting problems you have run into.

Kind regards,
Andrew

Mon 3 Dec 2012: Automatically marked as resolved.

Training courses

	98.7 % recommend us
	More live stats...

Training information:

MS Project tip:

Format individual bars on your GANTT chart

To draw attention to a bar on your Gantt chart simply double click it. From the dialogue box that opens make your selection of text and bar modifications.

View all MS Project hints and tips