Archive for January, 2011

This could be used to create Reports for say :

1. Type of Resources Required/Month – 4 Painter, 4 Electricians etc.

2. Cost spent on Resources/Month

3. Total Resources Work Hours / month


Try getting Staggered Graph for Resources through MSP Visual Reports.

I have used scenario : Project Duration : 2 Years ; Material Resources Used : 3 ; Staggered Graph on their per month WORK/COST to be created.

You can have monthly Graphs or Quarterly Graphs. But both can’t be shown in a single Graph [Mnths/Quarters].

Follow the Steps below.

Step 1 : In your plan with above scenario – Go to Reports -> Visual Reports -> Resource Usage Reports. In that select “Resource Work Summary Report.” From same Window select “Months” from dropdown – “Select Level of Usage Data to include in Report” This define the timescale for the cube. Now Click on “View” Button.

This will generate an EXL Report for you. Now Come to Pivot Table Field List. Do the following settings for the Fields :

  1. Report Filter :     Empty
  2. Column Labels :  Resources
  3. Row Labels :       Time Monthly Labels
  4. Values :              Work (or Cost)

Got to Graph Sheet and Change Chart Type : Column -> Stacked Type

Step 2 : Return to Pivot Table Sheet and in Pivot Expand the Years : So Months get opened under Years. Get to Chart Sheet, click on Time Axis -> Format Axis -> Go to Alignment -> Text Direction drop down – Rotate all text to 270 Degree. Say OK

Step 3 : Change the Bar Color by Double Clicking on the Chart Area and chose 3 colored stacked bars.

Now you can Format your Chart Area as per the need. Hope this helps. J

Monthly Graph Snapshot :

Mnthly Pivot :

Quaterly Gr :

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Priority of the Task : It comes into play when we are assigning same Resource to 2 different tasks running in parallel, this can happen in same project [when 2 tasks are aligned in parallel with same resource] OR on different Projects having tasks with same resource falling in parallel. So this generates a Shared Resource Scenario and now based on the Task’s Priority, during Resource Leveling – a low priority task is either shifted or split.

Must Start On Constrain : This fixes the “Start” Rigid constrain on the task.

For understanding sake I m using same project & Single Resource R1.

T1 & T2 are tasks in parallel i.e. both Starts on same Date. Duration can be anything. They have common Resource – R1.

Case 1:

T1 – Priority 1000    &    T2 – 500 with no MSO Constrain        

  Impact : T2 is shifted at the end of T1

Case 2:

T1 – Priority 1000    &    T2 – 500 with MSO Constrain           

   Impact :  T2 is forced to start with T1 making Resource over allocated on Start Date, but when you perform Leveling T2 is still made to Start on same date but based on Leveling type [Hour-by Hour or Day-by-day] rest of the Work is split at the end of T1.

Implied that MSO forced the task T2 to start with High Priority T1 but it got Splitted (as only start was constrain Finish wasn’t)

Case 3 :

T1 – Priority 1000     &    T2 – 1000   with MSO      

Impact : Leveling fails here. Resource remain over allocated, then you need to manually edit Work hours as per your scenario to level.

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Fiscal Year by Default is Jan in MS Project so when you see in timescale graph you couldn’t differentiate much.

You can change how the timescale of a  sheet view (such as the Gantt Chart view, Task Usage view, or Resource Usage view) displays the new fiscal-year settings.

Keep in mind it is the fiscal-year setting that controls how time is displayed on the timescale, but that it doesn’t change the way that task dates and assignment dates appear in a view.

Basically Timescale gets broken in a year as per the start month of a Fiscal Year Month as defined by you. As in your Case you said Fiscal Year Starts in July then to see the impact in timescale follow steps below :

1. Set Top Scale to Quaters; Middle Scale to Month.

2. Now try to analyse your timescale. If your Project is Starting on 5th Jan 2011 this Month falls in 3rd Quater of Fiscal Year 2010.

Reason Fiscal Year Starts in July 2010.

Q1 : Jul 10/Aug 10/Sep 10

Q2 : Oct 10/Nov 10/ Dec 10

Q3 : Jan 11/Feb 11/Mar 11

Q4 : Apr 11/May 11/Jun 11

Next Fiscal Year then again gets calculated from July 2011.

So try using different Start Month for Fiscal Yr and see the  impact on how timescale part of Gnatt Chart portion align itself in real time mode. 🙂

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All tasks of Master Plan and its Sub-projects are not visible in the Calendar view because it works bit differently on Zoom affect/Layout. Even if you have Expanded your Master Project &  2 Sub projects in Calendar view you won’t be able to see all tasks from 3 projects [ Master + 2 Sub-projects].

Step 1 : Expand all 3 plans by clicking on + sign in Gantt Table View, then go to Calendar View.

Step 2 : To see all Tasks Right Click on Calendar ->> [Select option] Layout….  therein select : “Attempt to fit as many tasks as possible”

This will try to pull in as many tasks that View can accommodate.

Step 3 : Now to get few more tasks accommodate [i.e which still got left out] you can Right click ->> Select Zoom… therein select : Reduce the Number of weeks from 4 [default selection] to 2.

Combinations of these 2 options works the best to pull in as many tasks from Master & Sub-projects as possible.

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While trying to save / open an office 2010 excel workbook to / in sharepoint site, you get an error “Unexpected Error” or “File cannot be saved to this location” , this error is specific to MS office 2010, in office 2010,  “Protected View” is a new security feature in Microsoft Office 2010. It removes support for legacy document formats and causes files deemed unsafe to be opened in read-only mode. When installing Office 2010 on the same machine as SharePoint Server 2010, you must disable the protected view to save files to the SharePoint Server and view the Office 2010 documents from the SharePoint 2010. Please remember that if you want to enable the readonly view of the Office documents like Word, Excel, PowerPoint, or  OneNote on the SharePoint, you may enable similar feature using the Office Web Applications without disabling the protected view

How to Disable Protected View :: Follow the steps

Open Office Application Excel 2010 >> File >> Options >> Trust Centre >> Trust Centre Settings >> Protected View >> uncheck all 3 check boxes under protected view section

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Find the new locations of Project 2007 commands in Project 2010. This Excel workbook contains tables that list the old menu commands and show where in Project 2010 those commands are located

MS Project 2010 Download Here : http://office2010.microsoft.com/en-us/templates/CL101817133.aspx#ai:TC101845687|

Other Office Ribbon Book Reference : http://office2010.microsoft.com/en-us/templates/CL101817133.aspx

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Excellent Post From Brian For Common BI Errors reported


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