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From: Dave C. Dave on 9 May 2008 09:00 Hi All, I am a Application Trainer and have just started to get familiar with Project in regards to teaching it. I had a student send me an email with 2 questions, and I'm not yet familiar enough with the software to be able to tackle these for him. I am about to start poking around and see if I can figure it out, but I figured I'd post here and at least see if you all could point me in the right direction, or offer some advice solutions. I'll post his email below, and thanks in advance for anything you can provide! -- Situation#1 Can I copy Resource Usage view Text fields into Task Usage Text fields? Text is text, right !!!! ??? I am using an external software program called MPM (Micro-frame Program Management software). It is a software program that will pull data from MS Project via a field mapping process. It will pull data from the Task Usage view/fields as well from the Resource Usage view/fields. However, the fields I am seeking to pull from MS Project are not aligned with the fields of the MPM software. Populating our MS Project file has placed data in both the Task Usage view and also the Resource Usage view(via Resource Table). Due to the way the scheduler populated the WBS field in the Task Usage field ( the information is incomplete) vs. the way he populated the WBS info in the Resource Usage view, it is necessary that I copy Resource Usage view Text fields into the Task Usage view Text fields in order to have my external software be able to pull data from our project file. Furthermore, the detail level of the WBS (Parent WBS ID, WBS ID, Control Acct labeling, etc) in the Resource Usage is acceptable and I want to use it. This data does not appear in the Task Usage view and must be copied into the Task Usage view Text fields in order for the data to be mapped into MPM. I believe this can be done. I see things in MS Project that say “import field” and what about copy paste. Can't I just copy paste the data ??? Do you know the process to be able to do such a feat? Do the Text field numbers in the Task Usage view and the Resource Usage view have to be same in order for the data to be copied into the other view? Situation#2 Renaming of Resource Usage view Text field names I am trying to change the name of Text Field #5 that has already been renamed. Text 5 has been renamed using Tools Custom Field commands. The dialogue box pops up and then you type in the name that you wish to appear in the title box of the field/column in your project file. The scheduler customized Text 5 from Text 5 to WP or PP Id as it appears in the project file. It appears as WP or PP Id(Text 5) in the Custom Fields dialogue window. I want the Text 5 field to appear as Resource WP or PP Id in the project file. I went to the Custom Field dialogue window and changed the Text 5 to appear as Resource WP or PP Id; however, it only appears WP or PP Id in the project file but does appear as Resource WP or PP Id(Text 5) in the Custom Field dialogue window. Are there a maximum number of characters allowed for each Text Field title? How do I achieve the renaming goal I am seeking?
From: Andrew Lavinsky on 9 May 2008 09:32 Question 1: No. You can always copy text around, but by the time you organized the Resource Usage data in any way that you would want to copy it to Task Usage, you would have spent more time than just recreating the data in the Task Usage view. There is a specific function for WBS codes, and that can be found by exposing the WBS field, and by using Project > Define WBS Code dialog box. You also need to make sure that your student is aware he's talking about assignment data, not task data and make sure he knows the difference. Question 2: Not sure I understand what you want. I can expose a custom field in the Resource Usage. Double Click on the title, and change the title, and it shows up in that view just fine. -A > Hi All, > > I am a Application Trainer and have just started to get familiar with > Project in regards to teaching it. I had a student send me an email > with 2 questions, and I'm not yet familiar enough with the software to > be able to tackle these for him. I am about to start poking around > and see if I can figure it out, but I figured I'd post here and at > least see if you all could point me in the right direction, or offer > some advice solutions. I'll post his email below, and thanks in > advance for anything you can provide! > > -- > Situation#1 Can I copy Resource Usage view Text fields into Task > Usage Text > fields? Text is text, right !!!! ??? > I am using an external software program called MPM (Micro-frame > Program > Management software). It is a software program that will pull data > from MS > Project via a field mapping process. It will pull data from the Task > Usage > view/fields as well from the Resource Usage view/fields. However, the > fields > I am seeking to pull from MS Project are not aligned with the fields > of the > MPM software. > Populating our MS Project file has placed data in both the Task Usage > view and also the Resource Usage view(via Resource Table). Due to the > way the scheduler populated the WBS field in the Task Usage field ( > the information is incomplete) vs. the way he populated the WBS info > in the Resource Usage view, it is necessary that I copy Resource Usage > view Text fields into the Task Usage view Text fields in order to have > my external software be able to pull data from our project file. > > Furthermore, the detail level of the WBS (Parent WBS ID, WBS ID, > Control > Acct labeling, etc) in the Resource Usage is acceptable and I want to > use it. > This data does not appear in the Task Usage view and must be copied > into the > Task Usage view Text fields in order for the data to be mapped into > MPM. > I believe this can be done. I see things in MS Project that say > “import > field” and what about copy paste. Can't I just copy paste the data > ??? > Do you know the process to be able to do such a feat? > Do the Text field numbers in the Task Usage view and the Resource > Usage view > have to be same in order for the data to be copied into the other > view? > Situation#2 Renaming of Resource Usage view Text field names > I am trying to change the name of Text Field #5 that has already been > renamed. > Text 5 has been renamed using Tools Custom Field commands. The > dialogue box > pops up and then you type in the name that you wish to appear in the > title > box of the field/column in your project file. The scheduler > customized Text > 5 from Text 5 to WP or PP Id as it appears in the project file. It > appears > as WP or PP Id(Text 5) in the Custom Fields dialogue window. I want > the Text > 5 field to appear as Resource WP or PP Id in the project file. > I went to the Custom Field dialogue window and changed the Text 5 to > appear as Resource WP or PP Id; however, it only appears WP or PP Id > in the project file but does appear as Resource WP or PP Id(Text 5) in > the Custom Field dialogue window. > > Are there a maximum number of characters allowed for each Text Field > title? How do I achieve the renaming goal I am seeking? >
From: CB on 9 May 2008 10:14 Hello Dave, Question 1 answer is yes. You are correct with the statement "Text is Text", however in MS Proj the data is distributed differently from Gantt views to Resource/Assignment views. Think of is as 2 separate databases with some commonality. Therefore you will need to use VBA to copy from one side to the other. The following code should work if you are running 2003 or earlier: Dim t As Task Dim ts As Tasks Dim A As Assignment Set ts = ActiveProject.Tasks For Each t In ts If Not t Is Nothing Then For Each A In t.Assignments A.Text2 = t.Text2 Next A End If Next t End Sub Change the number 2 to the text field number of choice. To insert the code go to tools-Macro-Macros Type a name for the macro without spaces example is CopyText2-select create and paste the code in-Select the green arrow head at the top and the macro should run. As for Question 2, It sounds like the field was given a title. Hide the column and reinsert it. I have 2007 and it reverts back to the named field. Never give inserted custom fields a title always use the customize fields and rename the field. HTH CB "Dave C." wrote: > Hi All, > > I am a Application Trainer and have just started to get familiar with > Project in regards to teaching it. I had a student send me an email with 2 > questions, and I'm not yet familiar enough with the software to be able to > tackle these for him. I am about to start poking around and see if I can > figure it out, but I figured I'd post here and at least see if you all could > point me in the right direction, or offer some advice solutions. I'll post > his email below, and thanks in advance for anything you can provide! > > -- > Situation#1 Can I copy Resource Usage view Text fields into Task Usage Text > fields? Text is text, right !!!! ??? > I am using an external software program called MPM (Micro-frame Program > Management software). It is a software program that will pull data from MS > Project via a field mapping process. It will pull data from the Task Usage > view/fields as well from the Resource Usage view/fields. However, the fields > I am seeking to pull from MS Project are not aligned with the fields of the > MPM software. > > Populating our MS Project file has placed data in both the Task Usage view > and also the Resource Usage view(via Resource Table). Due to the way the > scheduler populated the WBS field in the Task Usage field ( the information > is incomplete) vs. the way he populated the WBS info in the Resource Usage > view, it is necessary that I copy Resource Usage view Text fields into the > Task Usage view Text fields in order to have my external software be able to > pull data from our project file. > > Furthermore, the detail level of the WBS (Parent WBS ID, WBS ID, Control > Acct labeling, etc) in the Resource Usage is acceptable and I want to use it. > This data does not appear in the Task Usage view and must be copied into the > Task Usage view Text fields in order for the data to be mapped into MPM. > > I believe this can be done. I see things in MS Project that say “import > field” and what about copy paste. Can't I just copy paste the data ??? > Do you know the process to be able to do such a feat? > Do the Text field numbers in the Task Usage view and the Resource Usage view > have to be same in order for the data to be copied into the other view? > > Situation#2 Renaming of Resource Usage view Text field names > I am trying to change the name of Text Field #5 that has already been renamed. > Text 5 has been renamed using Tools Custom Field commands. The dialogue box > pops up and then you type in the name that you wish to appear in the title > box of the field/column in your project file. The scheduler customized Text > 5 from Text 5 to WP or PP Id as it appears in the project file. It appears > as WP or PP Id(Text 5) in the Custom Fields dialogue window. I want the Text > 5 field to appear as Resource WP or PP Id in the project file. > > I went to the Custom Field dialogue window and changed the Text 5 to appear > as Resource WP or PP Id; however, it only appears WP or PP Id in the project > file but does appear as Resource WP or PP Id(Text 5) in the Custom Field > dialogue window. > > Are there a maximum number of characters allowed for each Text Field title? > How do I achieve the renaming goal I am seeking?
From: Trevor Rabey on 9 May 2008 11:27 Double clicking on the heading of a column brings up the box which let's you give it a title which takes the place of the field name, but only in that particular table. A Title is just a mask, temporary and lite, and not the same as Renaming the field via Tools, Customise Fields. For example you must use the field name in a formula. Trevor Rabey 0407213955 61 8 92727485 PERFECT PROJECT PLANNING www.perfectproject.com.au "Dave C." <Dave C.(a)discussions.microsoft.com> wrote in message news:C8B0BDA5-7900-4CBB-9897-F6C5B0ADD42F(a)microsoft.com... > Hi All, > > I am a Application Trainer and have just started to get familiar with > Project in regards to teaching it. I had a student send me an email with > 2 > questions, and I'm not yet familiar enough with the software to be able to > tackle these for him. I am about to start poking around and see if I can > figure it out, but I figured I'd post here and at least see if you all > could > point me in the right direction, or offer some advice solutions. I'll > post > his email below, and thanks in advance for anything you can provide! > > -- > Situation#1 Can I copy Resource Usage view Text fields into Task Usage > Text > fields? Text is text, right !!!! ??? > I am using an external software program called MPM (Micro-frame Program > Management software). It is a software program that will pull data from > MS > Project via a field mapping process. It will pull data from the Task > Usage > view/fields as well from the Resource Usage view/fields. However, the > fields > I am seeking to pull from MS Project are not aligned with the fields of > the > MPM software. > > Populating our MS Project file has placed data in both the Task Usage view > and also the Resource Usage view(via Resource Table). Due to the way the > scheduler populated the WBS field in the Task Usage field ( the > information > is incomplete) vs. the way he populated the WBS info in the Resource Usage > view, it is necessary that I copy Resource Usage view Text fields into the > Task Usage view Text fields in order to have my external software be able > to > pull data from our project file. > > Furthermore, the detail level of the WBS (Parent WBS ID, WBS ID, Control > Acct labeling, etc) in the Resource Usage is acceptable and I want to use > it. > This data does not appear in the Task Usage view and must be copied into > the > Task Usage view Text fields in order for the data to be mapped into MPM. > > I believe this can be done. I see things in MS Project that say "import > field" and what about copy paste. Can't I just copy paste the data ??? > Do you know the process to be able to do such a feat? > Do the Text field numbers in the Task Usage view and the Resource Usage > view > have to be same in order for the data to be copied into the other view? > > Situation#2 Renaming of Resource Usage view Text field names > I am trying to change the name of Text Field #5 that has already been > renamed. > Text 5 has been renamed using Tools Custom Field commands. The dialogue > box > pops up and then you type in the name that you wish to appear in the title > box of the field/column in your project file. The scheduler customized > Text > 5 from Text 5 to WP or PP Id as it appears in the project file. It > appears > as WP or PP Id(Text 5) in the Custom Fields dialogue window. I want the > Text > 5 field to appear as Resource WP or PP Id in the project file. > > I went to the Custom Field dialogue window and changed the Text 5 to > appear > as Resource WP or PP Id; however, it only appears WP or PP Id in the > project > file but does appear as Resource WP or PP Id(Text 5) in the Custom Field > dialogue window. > > Are there a maximum number of characters allowed for each Text Field > title? > How do I achieve the renaming goal I am seeking?
From: JulieS on 9 May 2008 12:20 Hello Dave C. For details on task fields, resource fields, and assignment fields, please see FAQs 51 & 37 at: http://project.mvps.org/faqs.htm I hope this helps. Let us know how you get along. Julie Project MVP Visit http://project.mvps.org/ for the FAQs and additional information about Microsoft Project "Dave C." <Dave C.(a)discussions.microsoft.com> wrote in message news:C8B0BDA5-7900-4CBB-9897-F6C5B0ADD42F(a)microsoft.com... > Hi All, > > I am a Application Trainer and have just started to get familiar > with > Project in regards to teaching it. I had a student send me an email > with 2 > questions, and I'm not yet familiar enough with the software to be > able to > tackle these for him. I am about to start poking around and see if > I can > figure it out, but I figured I'd post here and at least see if you > all could > point me in the right direction, or offer some advice solutions. > I'll post > his email below, and thanks in advance for anything you can provide! > > -- > Situation#1 Can I copy Resource Usage view Text fields into Task > Usage Text > fields? Text is text, right !!!! ??? > I am using an external software program called MPM (Micro-frame > Program > Management software). It is a software program that will pull data > from MS > Project via a field mapping process. It will pull data from the > Task Usage > view/fields as well from the Resource Usage view/fields. However, > the fields > I am seeking to pull from MS Project are not aligned with the fields > of the > MPM software. > > Populating our MS Project file has placed data in both the Task > Usage view > and also the Resource Usage view(via Resource Table). Due to the > way the > scheduler populated the WBS field in the Task Usage field ( the > information > is incomplete) vs. the way he populated the WBS info in the Resource > Usage > view, it is necessary that I copy Resource Usage view Text fields > into the > Task Usage view Text fields in order to have my external software be > able to > pull data from our project file. > > Furthermore, the detail level of the WBS (Parent WBS ID, WBS ID, > Control > Acct labeling, etc) in the Resource Usage is acceptable and I want > to use it. > This data does not appear in the Task Usage view and must be copied > into the > Task Usage view Text fields in order for the data to be mapped into > MPM. > > I believe this can be done. I see things in MS Project that say > "import > field" and what about copy paste. Can't I just copy paste the data > ??? > Do you know the process to be able to do such a feat? > Do the Text field numbers in the Task Usage view and the Resource > Usage view > have to be same in order for the data to be copied into the other > view? > > Situation#2 Renaming of Resource Usage view Text field names > I am trying to change the name of Text Field #5 that has already > been renamed. > Text 5 has been renamed using Tools Custom Field commands. The > dialogue box > pops up and then you type in the name that you wish to appear in the > title > box of the field/column in your project file. The scheduler > customized Text > 5 from Text 5 to WP or PP Id as it appears in the project file. It > appears > as WP or PP Id(Text 5) in the Custom Fields dialogue window. I want > the Text > 5 field to appear as Resource WP or PP Id in the project file. > > I went to the Custom Field dialogue window and changed the Text 5 to > appear > as Resource WP or PP Id; however, it only appears WP or PP Id in the > project > file but does appear as Resource WP or PP Id(Text 5) in the Custom > Field > dialogue window. > > Are there a maximum number of characters allowed for each Text Field > title? > How do I achieve the renaming goal I am seeking?
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