Merlin report for resource work in an identified range of time

[Alex]

Hello,

I see some great improvements regarding reports.
But, as of today, I'm still missing an important one.
Indeed, I would like to be able to report work completed per resource
in a range of time (per quarter in my case) and if possible per
project (in a master project).
Would it be possible to get such a report ?

Thanks in advance.
Alex Collin

[Vicky Stamatopoulou]

Hi Alex,

>
> I see some great improvements regarding reports.
> But, as of today, I'm still missing an important one.
> Indeed, I would like to be able to report work completed per resource
> in a range of time (per quarter in my case) and if possible per
> project (in a master project).
> Would it be possible to get such a report ?

Hmmm, I don't know, how much is this report worthing to you? I give you a hint, I accept payment in kind and chocolate cake is my favorite :))

Just kidding... I would have to check the possibilities and see what I can do.

This can be reported also over the utilization view, and File > Print > PDF
You would need to select in the utilization view options "actual working hours" and the unit you desire...
http://www.projectwizards.net/en/macpm/merlin/merlin-accumulating-expected-working-hours

Does this help you further?

Best regards, Vicky

[Alex]

Thanks Vicky for your prompt answer.
I expect this report for a while ... since I manage separatly my
report in xls file.
The chocolate cake is not my speciality, but for you, I can make a big
effort :-p

In utilization view options, I can't restrict worked hours/days in a
specific range when tasks are on 2 or more quarters for instance (if I
need to report per quarter).
But, this is great when tasks are small ones.

Thanks for checking possibility to get such a report.
Best regards,
Alex Collin


On Nov 16, 11:47 am, Vicky Stamatopoulou <vi...@projectwizards.net>
wrote:

> You would need to select in the utilization view options "actual working hours" and the unit you desire...http://www.projectwizards.net/en/macpm/merlin/merlin-accumulating-exp...

[Vicky Stamatopoulou]

On 16.11.2011, at 12:10, Alex wrote:

> Thanks Vicky for your prompt answer.
> I expect this report for a while ... since I manage separatly my
> report in xls file.
> The chocolate cake is not my speciality, but for you, I can make a big
> effort :-p

Great :)

>
> In utilization view options, I can't restrict worked hours/days in a
> specific range when tasks are on 2 or more quarters for instance (if I
> need to report per quarter).

Why is that? You may define the unit for the ruler to be quarters. In this case, the worked hours/ days will accumulate per quarter.

> But, this is great when tasks are small ones.

Hmmmm. do I understand your request correctly?

>>> I see some great improvements regarding reports.
>>> But, as of today, I'm still missing an important one.
>>> Indeed, I would like to be able to report work completed per resource
>>> in a range of time (per quarter in my case) and if possible per
>>> project (in a master project).
>>> Would it be possible to get such a report ?

Reading your request, I thought your wanted to create a report listing reports, their total actual work, and this distribution in quarters/days/years
+ Should they be master resources, I would try show total work and distribution in time per project.
That means extra row per extra resource

Listing the various assignments underneath each resource was not what I understood you wanted to report and you write "But, this is great when tasks are small ones."

So maybe we should define more exactly what this report should do, in case any of us can realize it.
Please see two screenshots. One showing the utilization view with collapsed resources, cumulating actual working hours per quarter. This is more or less what I thought you want even if it is not solving the master issue.

The second screenshot shows the resources with their assignments which of course won't get split per quarter. Is this what you actually want? If so, how should the report output such information in master projects?

Best regards, Vicky

[Alex]

Hello Vicky,

sorry if I didn't explain correctly, but it looks like you understood
my request.
Regarding your screen shots, I would expect a report based on
assignments.
As you can see, 1 assignment represents 70 days workload which spreads
out on 2 quarters. This is exactly what I tried to explain previously.
My need is to know number of days worked in Q4 2011 and in Q1 2012.
This could be also per month/years, etc.
Other assignments are what I called "small activities".
I hope it helps to clarify my need.

Best regards,
Alex Collin

On Nov 17, 10:33 am, Vicky Stamatopoulou <vi...@projectwizards.net>
wrote:

>  ThisIsAlmostWhatIamTryingToReport.png
> 134KViewDownload
>
>  OrShouldItListAssignments.png
> 192KViewDownload

[Vicky Stamatopoulou]

Hello Alex,

so here it is.

A report template for the following report:
It outputs resource's work and assignments and their distribution in time.
Please check the screenshots of the options and a sample report output.

To install:
• Extract the zip first
• place the contained mrept package under the following path of your mac: ~/Library/Application Support/Merlin/Reports
• (in case you have no “Reports” folder please create it first and pay attention to name it exactly as “Reports”)
• restart your Merlin and
• call File > New Report… to find the new report called “Working hours distribution”.

Options:
• output either expected work or actual work
• select the interval
• output project names (if in a master project)
• output assignments or not (to show work distribution only for the resources for example)

Best regards, Vicky

On 16.11.2011, at 12:10, Alex wrote:

[Alex]

Hello Vicky,

this is just perfect!
It's wonderful, I will save a previous time with this report.
I've tested it and it works fine and it is really useful with a master
planning.

Thank you very much for your prompt action.

Best regards,
Alex Collin

[Vicky Stamatopoulou]

On Nov 23, 2011, at 10:34 AM, Alex wrote:

> Hello Vicky,
>
> this is just perfect!
> It's wonderful, I will save a previous time with this report.
> I've tested it and it works fine and it is really useful with a master
> planning.
>
> Thank you very much for your prompt action.

Great, now... where is the cake? ;)

[Alex]

> Great, now... where is the cake? ;)

Huumm, how to say this ... I'm currently checking the user guide of
the oven.
Then, if I'm able to follow properly the recipe, I'll taste first. It
will be more reassuring for you :-)

[Alex]

Hello Vicky.

As my report is working fine, I would like now to be able to export it
as a .csv file.
Do you think it is is something possible ?

Best regards,
Alex

[Vicky Stamatopoulou]

HI Alex

Hm, a report can be saved as html or pdf.

For a csv file... I've tried selecting all, copy and paste into EXCEL, but EXCEL didn't put the values in the right cells...

A better approach is to save in HTML and open the index.html HTML in EXCEL. You will get the information transferred and well formed.

If you don't want to save as HTML first, just right click the reported output, call "Reveal HTML file in Finder", drag & drop the index.html to EXCEL's icon directly out of the -Tmp- folder. Please check attached screenshots

Best regards, Vicky

[Vicky Stamatopoulou]

and... make sure you enable the "inside horizontal border" in EXCEL, otherwise you cannot understand which row belongs to which.

[Alex]

Thanks a lot Vicky, I'll try it ASAP.

Best regards,
Alex