Project Count Report
I am trying to do a project count report by resource by type for each resource in our department. They should be included if they are assigned as an a resource at the point in time the report is run.
I am using the Analysis application, and the Project & Request Report dataset with the following criteria:
The issue I have is I can't get resources that maybe at one point in time been EXCLUDING a resource that was assigned on a project in the past, but is not assigned now. My attempt to do so is to include a filter where "Estimated Hours" not equal to 0 -- but that didn't work. I went as far as to re-add the resource to the project, set their schedule with 0 for all months, and resave it --- but they still showed up --- then I tried to remove them from the project, and that failed too. Not sure if when a resource is removed if their remaining/future estimate stays forever - or if the estimated hours is at the project versus resource level? Any ideas on how I can successfully create this report?
Example of issue: projects are showing up tied to someone w/out being currently assigned as a Resource:
LOGIC:
RETURN RESULTS - RED ARROW PROJECT
RESOURCE LIST FOR PROJECT DOES NOT INCLUDE JEREMY
Answer (1)
Hi Rebecca,
What filters were you using originally to try to get at this information?
You said you wanted to include them only if they are assigned as a resource at the point in time the report is run. That should be easy enough to achieve I would think, but what are your other criteria for the report? or what are you actually trying to return specifically?
You just want to know how many projects a person is on as a resource currently?
Why not search for active projects where Resource = (person)? Are you saying doing that produced incorrect results? If yes, please provide specific examples and/or screen shots.
Sincerely,
Mark Sayers
Sr Support Consultant, CS
Resources play multiple roles, and because I can't report on the project ROLE, I've resorted to identifying:
--PM Role = they are the Manager AND a Resource
-- BA Role = they are NOT the Manager AND a Resource
In a perfect world, this would be my output (count of active projects by resource/type/role):
Resource Name Project Type Role Count#
John Smith Analysis Only BA 3
Special Request PM 2
Project PM 1
Project BA 5 - Rebecca Murphy Wed 9/13/23 1:46 PM