Seeing Resource Utilisation

J
Jay S 👤 Member for 18 years
B
Barrie Callender 👤 Member for 20 years 4 months

@Dieter



I am fully aware of summarized data. I think you and I have a different interpretation of what "Plan Plan" wants. I assumed he wants to know the Activities the Resources are assigned to and I believe you are looking to just get the projects.



@Plan

It’s a pity you don’t have Primavera Web. You can make a team of your 10 or so Resources and see exactly which activities they are working on.



My laptop died this morning so can’t contribute at the moment.

D
Dieter Wambach 👤 Member for 19 years 5 months

"Plan"



So you are "Admin Superuser". This isn’t sufficient for resource access. In addition the check box "All resources access" must be marked.



The Report:

Try a filter with equal to and use a resource where you are sure she/he is assigned to a project.

Columns: remove all items, replace by "project"

Group&Sort by resource-id name



I just checked with P6.2.1, it worked as well - before it was P6.7



Dieter

J
Jay S 👤 Member for 18 years

Thanks again Dieter still cant get it to work.



Admin Preferences --> Options.



Can you maybe be a bit more specific ?



Further

Do you have access to those resources (Admin --> users --> Global Access --> "All resources" marked?)

Yes Checked (Admin Superuser)



- Which filter are you using? (Changed it even tried resource speicif no luck it) If I remove the tik called Hide if Empty I see all the resources but not to which project they are assigned.



- Do you have access rights to the closed projects?



Could you maybe please explain a bit more ?

J
Jay S 👤 Member for 18 years

Thanks again Dieter still cant get it to work.



Admin Preferences --> Options.



Can you maybe be a bit more specific ?



Further

Do you have access to those resources (Admin --> users --> Global Access --> "All resources" marked?)

Yes Checked (Admin Superuser)



- Which filter are you using? (Changed it even tried resource speicif no luck it) If I remove the tik called Hide if Empty I see all the resources but not to which project they are assigned.



- Do you have access rights to the closed projects?



Could you maybe please explain a bit more ?

D
Dieter Wambach 👤 Member for 19 years 5 months

@Barry



Summarized data is cumulated data. Those are special tables accessible even if a project isn’t open. How in detail is given by Admin Preferences --> Options.



@ "Plan"



I just checked again. The report works and shows each project a resource is assigned for closed projects as wewll. I didn’t check for planned and inactive.

- Do you have access to those resources (Admin --> users --> Global Access --> "All resources" marked?)

- Which filter are you using?

- Do you have access rights to the closed projects?



In addition I checked the group "Resource Assignments and replaced the filter "Open state" by the resources I wished to see. It worked as well. But be aware: For closed projects any reporting will access the summary data.



I assume, reason is the missing access right.

Good luck!

Dieter



p.s. Are you a human and have got a name?

J
Jay S 👤 Member for 18 years

Appologies Dieter this dont seem to work it only shows open project ? Is there maybe something else I need to Know ?Step I Used



1) Tools - Summarize - All Project

2) Tools - Report Wizard - New Report Summary Resource Assignments

3) Columns It Showed activity Detail I Changed it to Project Field Only.

4) Group & Sort Change to Resource ID Name (no Ident)



It works good for the Open Report but does not look at the closed report (That is if I have a project open ?



Any Suggestion.



I Have tried running this repirt from Tracking etc.



Maybe there is something small I am not doing ?

B
Barrie Callender 👤 Member for 20 years 4 months

Dieter’s report will give you the project but if you want the Activity it won’t do it. Reporting must be one of Primavera’s weakest areas.


D
Dieter Wambach 👤 Member for 19 years 5 months

You may create a report, group "Summary Resource Assignments" --> colunms: "Project" --> Group&Sort: "Resource" --> Filter: is under ... or whatever you need.



As this report will read Summary Data, all projects will be analyzed.



Don’t forget to run Tools --> summarize --> all Projects to obtain current data.



regards

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