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Resource codes

Christian ViddalMember for 17 years
Created
7
1
0
Hi,

I want to assign each one of our resources to a certain code which reflects which team they are working in.

I then want to filter or group all activities which comes under that certain resource code.

This means I can present all acitivities for the team leader.

My problem is that I do not find how to filter or group the activities based on resource code. Any idea how to do this?

Thanks and regards,
Christian

7 replies

Oldest first
  1. 0
    Anoon Iimos ·
    define an activity code that would be equivalent to the resource code, and assign to corresponding activities
  2. 0
    Christian Viddal ·
    Thanks, but that means a lot of work.

    There are no way to filter or group activities based on resource code?

    I can of course use the resource usage spreadsheet to filter and group based on resource codes but I would prefer to use the activities and gantt chart.


    Regards,
    Christian
  3. 0
    Anoon Iimos ·
    I don’t know exactly what you want, but as far as my little knowledge is concerned, - activity codes are for activities, while resource codes are for resources.

    I don’t really think that would be a lot of work, when you can always use the "fill down".
  4. 0
    Arnold Puy ·
    Hi Christian,

    If you want to filter your activities according to the assigned Resource with corresponding Resource Code, in the Resource Code Definition, make sure that you know the Resource Code Name, say; "Engineer"

    In the Filter, you cannot find the Parameter "Resource Code" instead the Resource Code Name "Engineer".

    Regards,

    Arnold
  5. 0
    Christian Viddal ·
    Arnold,

    Not able to see the name of the resource code in the activity filter.

    Seems to be no link between resource codes and activities.
    However it seems that filtering on resource ID can help me out.


    Regards,
    Christian
  6. 0
    Rodel Marasigan ·
    Christian,

    FYI – resource code is available only on resource module and cannot be possible on activity module. If you are looking for filtering or grouping your resource in activity module the only work around you can do is to use Roles instead of resource codes.

    Note: If multiple resources assigned in an activity or multiple roles assigned in an activity it will not repeat the activity and instead the groupings will be all the roles or resources within the activity.

    If the this is the case better use activity code (i.e. responsibility)
  7. 0
    Christian Viddal ·
    Thanks for your input guys.

    I found a work around for me. I just use the resource ID, export to excel and use a lookup formula to find the team leader responisble for the people under a certain ID.

    Thanks,
    Christian

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