getting max units into

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Getting "Max Units" into an Excel Chart

resolvedResolved · High Priority · Version 2007

Edited on Fri 9 Apr 2010, 13:53

Marie has attended:
Project Intro Intermediate course

Getting "Max Units" into an Excel Chart

We have a Project all set up and I'd like to graph the maximum number of each resource type that the project requires, by week.
I'd like a table that I can take into Excel so I can put it more easily into reports and to draw a graph.

Ideally something like:
Resources down the left hand side, weeks across the top in the columns.
Then showing the number of heads of that resource that the project will require each week.
I've tried editing some report templates, but can't get the measure "Max Units" (is that what I want?) to appear in the "Values" category.
Can anyone help?
I can send the file if necessary and show what we want in an Excel table?

RE: Getting "Max Units" into an Excel Chart

Hi Marie

Thank you for your question and for bearing with us. If you could forward your file I'll see if I can help. Please forward it to info@stl-training.co.uk for the attention of Andrew

Kind regards,
Andrew

RE: Getting "Max Units" into an Excel Chart

Hi Marie

Thank you for sending through the email. The closest I can find in MS Project is to set up the Resource Usage view to suit your requirements.

For example you may wish to right click on the time-phased part to the right and from the context menu that appears choose detail styles.

From the available fields list you might choose to show Peak Units and hide everything else then click OK.

If you would rather show peak units as decimals rather than percentages go to Tools > Options > Schedule and set Show Assignment Units as Decimal

Highlight all your resources and click the Show / Hide Assignments button +- to fold up the details below each resource.

Now you can select all the resource side (Try clicking on the blank square above the row number 1)

From Edit choose Copy, Switch to Excel and in Cell A1 paste the data.

The next bit is a little fiddly. We need to repeat the process with the Time-Phased data. Click on the word Details and all the right side of the sheet should highlight. From Edit choose Copy then carefully paste beside the data already in the sheet.

Whilst not ideal I believe that other than using VBA programming this is the only way to get time phased data into Excel from Project 2007.

Let me know if this gets you closer to the print out you are looking for.

Kind regards,
Andrew

Fri 23 Apr 2010: Automatically marked as resolved.


 

MS Project tip:

Set default task type - Project 2010

a. In Project, click on the File tab
b. Select Options from left hand side
c. Click on Schedule to set the scheduling options
d. Set the Default Task type box to your chosen option
i. Generally if you plan/estimate your projects using durations you should use fixed duration, and untick the box New tasks are effort driven, if you plan/estimate with person hours use fixed work, or for plans estimated with the proportion of resources time use fixed units, and untick the box New tasks are effort driven)
e. Click OK to apply your changes

View all MS Project hints and tips


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