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Grouping Tasks and Resources
When you build a workbreakdown structure in Microsoft Project,
(i.e. indent tasks to produce summary tasks), the rollups of dollars,
hours, duration and other useful quantities are confined to appear
at the level of these summaries.
However, using Groups, you can temporarily re-arrange the physical
location of tasks according to various groupings of your own making,
and effect aggregation of any value by these groups.
For example, suppose you have a large list of resources in the
resource sheet and would like to break out the costs expended on
them according to whether they are internal staff members or external
contractors.
1 .To produce an aggregation of dollars
To produce an aggregation of dollars(say) according to these divisions,
move to the Resource Sheet by means of:
- Use the following:View > Resource Sheet
- Make sure you are on the Entry Table (View Table Entry)
- Enter 'External' or 'Internal' in the Group field (coincidentally named) in which to identify the type of
resource you have.
2. To create the aggregation
- Use the following: Project >Group by>Resource
Group
You will see the resources re-arranged by their types. Now switch
to a table that contains the quantity you wish to aggregate.
- For example, choose:View >Table >Cost
You will now see the cost aggregation by these resource types.
This was made easy by virtue of the fact that Microsoft Project
provided a grouping by the Resource Group field.
If we attempt something similar on the task side (Gantt chart),
we may need to create a new group as opposed to using an existing
one as we did in the earlier case. Suppose for example we wish to
identify each task by the location in which it is to take place,
selecting among Sydney, Melbourne and Adelaide.
3. Move to the Gantt chart by means of
- Use the following: > View >Gantt
Chart
- Now insert a column
in the table using: Insert >Column
- Choose the Text
1 field from the field list.
- Re-title this as Location.
- Enter one of the cities against each task.
4. Now lets create the group.
- Choose >Project >Group by >More
Groups >New
- Title the group Location (instead
of the offered 'Group 1')
- In the first row indicate that you wish the
grouping to be done by the field 'Text 1'. Choose Apply.
- Switch to the Cost table by
- View - Table - Cost
- and away you go!
Notice: When you created this group
you could have entered subgroups; that is groups within groups.
Try this by using the various 'Text' fields to decompose each of
your higher level groupings further.
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