MS Project Resource Pool Usage

[Tamsons]

I wonder if I can ask a question, guys?

I am working with a company that is using a Resource Pool and have allocated it across several projects.

However, when we look at the costs of resources on each project, we get the overall costs for resources for all projects. (Using MS Project 2021 Pro)

I assume there must be a way to create a report on each project instance of what the resources are costing for just that project. Any help would be appreciated. I tried a few options, but it didn't seem to change from costs for all projects.

[#2 · Accepted solution]

Hi @Tamsons .

Try inserting the Cost column into the Resource usage view table, and group by the Project field and Then by Name, selecting in the Group form: "Group assignments, not resources" selected, "Project" in Field Name, "Assignment" in Field Type, "Name" in Field Name, and "Resource" in Field Type.

I hope you find it useful.

[#3]

@Ignacio_Martin 

Thanks for this reply. I have added the costs field in. How do I access the group by window to do the grouping you suggest?

[#4]

I have grouped by the project field and have tried to do a custom group in the resource name field and am getting a blank window as below.
Sorry this won't let me post a copied image?

[#5]

Ah, I may have cracked this. It doesn't total each resource for each project. So any feedback on that would be helpful. Thanks in advance.

[#6]

Hi @Tamsons.

Below the reply box, a text that says "Open full text editor" is displayed, from where you can insert images. If it doesn't appear, you may need to register.

 

I attach an image of the resources (R1, R2, R3) grouped by projects (Project A, Project B, Project C), with their corresponding and totaled allocations and costs. 

Regards.

[#7]

Thanks for getting back I managed to get the summary and the totals for each each resource. I had to do it slightly differently. Thanks for all your time. Another question I have is. Does MS Project create an embedded master when you allocate resources from a resource pool? I have a project one with all the projects embedded in it and I didn't create it.

[#8]

@Tamsons,

When the resource pool file is opened you will see this window. If option 3 is selected a master file will be created, as noted. If option 1 or 2 is selected, no master will be created.

If you feel Ignacio_Martin answered your basic query about how to get the report you wanted please mark his response as the answer.

John

[#9]

Thanks for this, Thats great, thanks for all the help guys.

[#10]

Tamsons,
You're welcome and thanks for the feedback.
John

[#11]

Another quick question here. Is there a way to extract the information produced then in the Resource Usage view into a report or spreadsheet?

[#12]

Hi Tamsons.
A quick way is copy paste.
First, you select the table on the left, clicking on the upper left corner, copy (Ctr+C) and paste into Excel, and then you do the same by selecting the entire time phase on the right, if you need it, by clicking on the upper left corner of that zone, copy(Ctr+C) paste.
N.- The time scale (dates) is not pasted into Excel, but I think it is easy to include manually.
Regards.

[#13]

Hi, once again thanks for this. I had tried it before but it didn't come across well. This works great now though. Thanks again.

[#14]

@Tamsons 

My preferred method is via a VBA macro, its easier and more reliable than copy and paste. I have a few different macros that export timescaled data to Excel. If interested, let me know.

John

[#15]

Hi John, Can I have a rain check on this and come back to you if the client asks for an easier way? Thanks anyway.

[#16]

Tamsons,
Sure.
John