Project list with assigned resources

Rosanne Burge

I'm trying to create a report that lists all projects, start, finish and any resources assigned to a task in that project. It doesn't appear that a summary report would work since I can't find a way to get assigned resources in a summary field without manually adding them. I can create a report that includes each task for a specific resource, but I need it at the project level. Resource views are fine, but I can't easily display those on a dashboard. Any help is greatly appreciated!

Andrée Starå

Hi @Rosanne Burge

I hope you're well and safe!

If you have a top-level project row, you could add a formula that collects all the assigned resources and then have a report showing that top row for each project.

Make sense?

Would that work/help?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Rosanne Burge

That might be a good option. What would a formula to collect all resources look like?

If I had that, I could do a Sheet Summary field to point to that cell.

Andrée Starå

@Rosanne Burge

Excellent!

Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)

Rosanne Burge

Based on an earlier response regarding using a top-level row, is there a formula that would show all resources in the plan in the yellow cell? Something like this: