Critical Path workload Forecasts 2

[Planner18]

How can I show a monthly / weekly workload forecast for each resource but for critical path tasks only in project 2010?

Any advise appreciated.

 

[JulieInMaine]

The challenge is going to be that monthly or weekly hours are shown in the Resource Usage view and tasks do not appear in the Resource Usage view - only assignments. The best I can suggest:
[ol 1]
[li]Add a spare Flag field (Flag1) to a task view.[/li]
[li]Customize the field with the formula [Critical]. It will show "yes" in the Flag1 field for critical tasks.[/li]
[li]In the file, go to the Visual Basic Editor (F11).[/li]
[li]Insert a module.[/li]
[li]Add the following code:[/li]
[/ol]

Sub Task_CF_To_Resource_Usage()
Dim Reso As Resource
Dim Task_As As Assignment
Dim Reso_As As Assignment
Dim Job As Task
For Each Job In ActiveProject.Tasks
    If Not Job Is Nothing Then
        For Each Task_As In Job.Assignments
            Task_As.Flag1 = Job.Flag1
            Set Reso = ActiveProject.Resources(Task_As.ResourceID)
            For Each Reso_As In Reso.Assignments
                If Reso_As.TaskID = Job.ID Then
                    Reso_As.Flag1 = Task_As.Flag1
                End If 'TaskID
            Next Reso_As
        Next Task_As
    End If 'Nothing
Next Job
End Sub

[ol 1]
[li]Run the Macro.[/li]
[li]Add the Flag1 field to the Resource Usage view.[/li]
[li]Filter Flag1=yes.[/li]
[li]You will need to run the code regularly as Critical Path is recalculated constantly by Project.[/li]
[/ol]

 

[Planner18]

Hi Julie,

Thank you for your reply.

This code is almost there. Under the resource usage view, the summary totals against each resource includes non-critical task estimates as well as critical task estimates. Is there any way to have the totals only reflect critical task estimates for each resource?

Thank you for your help

Planner

 

[JulieInMaine]

Filtering does not drop the total work. Consider grouping. Create a group in the Resource Usage View following the picture below:

That should allow you to show each resource, their total work, and then the assignments grouped by the Flag1 field (yes = critical).

 

[Planner18]

Hi Julie,

That works. Perfect!

Thank you for your help

Regards

Planner

 

[JulieInMaine]

You're welcome and thanks for the feedback.