Earned Value Analysis and Pivot Tables
Manage Yourself – not Time!
Project Management for Innovation and High Risk
Writing Project Objectives
Writing Project Options
Writing Project Deliverables
Writing a Project Scope
Writing Project Constraints
Assessing Project Risk


Validating Data in Excel
The Purpose of Project Control
Diagnosing Project Problems
Asking the right questions of the team
Taking Corrective Action (Part 1)
Taking Corrective Action (Part 2)


Printing to Impress
Using a Deadline Symbol in Microsoft Project

Using Pivot Tables in Excel
The Power of a Project Management Database
Automatic Colour Changes on the Gantt Chart
Preparing and Entering Data
The Horizontal Screen Split
Scaling for Screen and Print
Improving Gantt Chart Appearance
Durations, Work and Resource Units
Assigning Part-Time Resources
Examining Costs
Costing Material-Type Resources
Tracking a Project - No.1
Tracking a Project - No.2
Grouping Tasks and Resources
Displaying Information in MS Project Tables
Reporting Cash flows
Using Outline Code Fields
Creating Filters
Creating Your Own Tables

Flexible Resource Costing
Project Server 2003


Tactical vs. Value Decision Making
Will Decision-makers learn from Project Managers?
How to Make Decisions
Formulating the Decision
Building a Decision Context
Elements of a Good Decision Process
Decision Options and Criteria
White Paper: Fending off the Lawyers
Overview of Decision-making tools & techniques

 

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.

 


Numerix Pty. Ltd. ABN 83 003 504 970 Telephone: 61 2 - 9279 0900 Fax: 61 2 - 9279 4141 email info@numerix.com.au