Show used resources under specific topic?

Timo Breker shared this question 15 days ago
Discussion Open

Hello community,

I have a question about usage of resource information. I have added a simple map to show/explain my question. Is it possible to show easily the used resource under "Topic A" and/or "Topic B" (like a kind of summary or overview about the topic)?

I'm using MM20

Comments (2)

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I can't open your small map.

To show resources in your topics just select a topic and go to the taksinfo pane. Fill in the resource and it will show under the topic.


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My question is going into a different direction. See following picture:

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How can I see how many resources are used under Topic A and under Topic B?

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BTW...what are these small hollow circles (before Topic A and Topic B) for? I know how to hide them...but I do not know for what purpose they are for?

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OK.

you can see where resources are used via the Mapindex pane look for resources

And you can set resources available time under the task ribbon > resources

Now resources are supposed to do something in a period in time. So you have to give start-enddates to the tasks. And then you can see how they are used in the gantt view (maybe only in GanttPro.)

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The small hollow circles are used to drag the topic to a different location (only maintopics)


Once moved they turn black.

It is a visual aid available in many versions already.

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I played already a little bit with with the Gantt chart.

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I have added virtual start and end dates now.

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Gantt chart is showing me the tasks of the resources...but without a link to the upper topic. I guess the comment from Nick is discribing exactly what I need (task rollup, but modified to be able to aggregate resources)...

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Although it does not solve the original issue, note that you can create a line entry for the parent topic in the Gantt chart. Either apply task rollup to it, or select it and click Task > Make Summary. The latter will force it to be a summary in the Gantt chart without using task rollup, which is only useful in Work Breakdown Structure trees.

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Hi Nick, I'm intrigued by this response. I can't seem to find a "Task>Make Summary" option anywhere. I can see how you achieve the same outcome by with Edit Task>Milestone, but your approach suggests something else.

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Hello Alex

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The "Make Summary" button should be in the Advanced Scheduling group in the Task tab. It creates a summary in the Gantt chart without using task roll-up. Task rollup requires tasks to be the leaf nodes of trees, which is not always the case - tasks can be subtopics of other tasks unless or until you apply task rollup. With this feature a topic can be both a task and its own summary of the tasks in the tree underneath it. This summary appears only in the Gantt chart and does not create task info on the topic.

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Thanks Nick - shows how often I use Gantt charts - or Advanced Scheduling, for that matter...

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Unfortunately the Task Rollup feature does not aggregate resources, only numerical data. It might be worth adding this as a suggestion.

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Thanks for your reply. Bad for me...I was hoping that maybe a workaround is existing for this. Can I switch this thread into an "idea" instead of a "question" or do I have write a new entry into this forum?

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A new entry under "Ideas" is probably cleaner because this thread now contains other issues.

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There is a workaround of sorts but it’s probably not viable unless you have, say, only around five or six resources. You could set up a topic property for each resource and then use a set of SmartRules to write a “1” in the topic property of each task if that particular resource is used on that task. You could then use a formula to sum these properties within each task topic and/or at the parent/main topic level.

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