Forum Discussion

Copper Contributor

Jul 26, 2021

Custom Task Field Value Not Show In Report

I created a custom "Plan %" field, and I would like to show the overall "Plan %" for my subcontractor "Elite Comfort" in my report. The "Plan %" is able to roll up to summary task in Gantt Chart View...

John-project

Silver Contributor

Tony,
Your screen shots are helpful and unfortunately do not provide all the information I need to help you. For example, I don't know what your field list settings are for the Project Overview report. The "Late tasks" table on the report shows a single line of a task with the Elite Comfort resource but that doesn't match up with any task line shown in the screen shot of your Gantt Chart. I do see you have selected the Text1 field but there is no information about filter, group, outline level, or sort, which are all part of the field list selections.

I cannot download your file because it is a view file only, not the actual Project file (i.e. .MPP). However you can send the file to me at the address below. I will ask some questions.
John
jmacprojataticlouddotdotcom
(remove obvious redundancies)

Tony_Cheah

Copper Contributor

Jul 28, 2021

Hi John,

The "Late tasks" table on the report shows a single line of a task with the Elite Comfort resource only because I'm trying to show a summary view of Elite Comfort current work status.

I had send the file to your email, but not sure if I send to the correct email.

Let me know if still havent received.

I had change the setting of the file in my share drive to be able to edit by anyone with a link. So maybe you can try the link again also if the file was not send to your email.

Thanks & regards,

Tony

John-project
Silver Contributor
Jul 28, 2021
Tony_Cheah,
Sorry, I did not get an e-mail from you and I still cannot download from the link you provided. However, I think I may have figured out what's wrong. Please show a screen shot of the Field List for the Project Overview report.

I'm guessing you have selected fields for "Resources" instead of fields for "Tasks". If so, then that's why you won't see any values for the Text1 field. The Task Text1 field is NOT the same field as the Resource Text1 field. Please refer to the following Wiki article:
https://social.technet.microsoft.com/wiki/contents/articles/32051.ms-project-extra-fields-in-views.aspx

If that does not directly answer your question, then please try sending me the file again. Read the encoded e-mail address I provided carefully.

John
- Tony_Cheah
  Copper Contributor
  Jul 29, 2021
  John-project
  Hi, below is the screenshot of Field List, I selected Resources Names for Tasks list. Not sure if this is the reason the value is not showing.
  By the way I had try to email you again, I think I manage to decode your email this time.
  
  Thanks & regards,
  Tony
  - John-project
    Silver Contributor
    Jul 29, 2021
    Tony,
    I got your e-mail and your attached file. I sent a response back but basically the Project Overview works fine for me when I view your file.
    John