Team Planner -- Customization

We recently upgraded to 2010 professional, and I was pleased to see the team planner view, which was something I was attempting to do in 2007. We are using MS Project 2010 Professional more for resource management than project management. In
fact, we only assign one task per resource per project, just so we can have a clear picture of our resource utilization. For example, if "Joe" is going to work on this project for 50 days, regardless of what he is doing, he goes in at 50 days (and the
duration is calculated based on the percentage he is allowed to work on projects vs. day-to-day work (MAX Units), and the percentage the manager has assigned for him to do this work (Assigned Units). We don't care what "Joe" is doing, just that his time
is booked. We have assigned more than one resource to the same task, and the team planner (unlike the resource usage view), does allow breakdown by resource, and not just by project.
The purpose of this view is to provide management reports (printed/electronic PDF copies), for their weekly meetings to discuss the status of the resources and the impact of any new projects being proposed. So I need to show more info then the basic
info in the default Team Planner View.
I just read another question regarding adding extra columns to this view and was disappointed to discover that cannot be done. I have a shared resource pool with 140 resources and a master project schedule with 50 projects, and I am running the
team planner view against the shared pool. So, like the other person, I wanted to add a column with the project name (since the tasks are similiar in name, it gets confusing if it only shows the task name, as we have no idea which project it is associated
with), as well as add a column for "section" (a custom field created in the resource view so each manager can view his own team), and a column showing Max Units, so we can understand why someone with only 1 task is overallocated. As well, I would like
to customize the task bar to include the Units for that resource (ie. 50%), so I can understand also why he is overallocated or available at glance.
As a workaround for the missing project name, I embedded the name in the task, which is very time consuming and not a real solution, since at any given time I have over 50 projects in the master project schedule.
I hope this is something that is being considered in future, since it makes sense to me that management wants a view of the resource pool by assigned task, by project, and understanding of overallocation.
Trish :)

You can create and apply a Group to list all tasks by resource. You could also group by Project then by resource or the other way around. In Proejct 2010 select the View tab, then in the
Group By drop down box select New Group By and select the fields to group by.
If you like teh Group, copy it to your Globa.mpt file using teh Organizer so it's available in all your projects.
Rod Gill
The one and only Project VBA Book
Rod Gill Project Management

Similar Messages

Hiding non-working time in Team Planner View

Hello there. The tasks in my project are typically between 2-5 hours over a week period. In Team Planner View, I'm hoping to provide a better representation of free time between tasks by making my bottom tier hours in a 4 hour count. However,
decreasing the scale forces the Task names become cut off when the event itself shrinks.
I was hoping to remove the non-working time (i.e., nights and weekends) from the Team Planner view to enable a better view. I'm aware that the capabilities of Team Planner View seem to be limited, but is this type of formatting at all possible?
Thanks for the help,
Joe

Joe --
After I created my response and posted it, I wondered whether you wanted to completely remove the nonworking time periods. This is not possible. The best you can do is to remove the shading for nonworking time periods, but you cannot remove them
entirely in any view. Hope this helps.
Dale A. Howard [MVP]

Transfer Gantt Chart View color's automatically to Team Planner View

Hi there. My project has 7 different resources with various Resource Names ending characters. I've automatically color coded the bars on my Gantt Chart based on resource allocation by using Flags 1-7, Custom Fields, and the formula IIf(Left([Resource
Names],3)="xxx",Yes,No). I then change the format of each bar style to the color I desire.
I am looking for a way to automatically transfer the colors I have assigned the tasks in my Gantt Chart to the Team Planner view. I don't believe there is a simple way to do this but would appreciate any help aside from manually formatting each of
the tasks in Team Planner view.
Thanks for the help!
-Joe

jbarrazotto --
Alas, there is no way to do what you want with the Team Planner view. This is because there is no dialog similar to the Bar Styles dialog where you can control the formatting. Basically, the Team Planner view has definitions for Manually Scheduled
tasks, Auto Scheduled tasks, Actual Work on tasks, External Tasks, and Late Tasks. Using the corresponding buttons in the Styles section of the Format ribbon with the Team Planner Tools applied, you can control the fill color and the border color for
every bar of one of those types. But there is no way to add other buttons to the ribbon to control the Gantt-like bars that are shown in the Team Planner view. So, what you want to do with the Team Planner view is not possible. Sorry.
Hope this helps.
Dale A. Howard [MVP]

Cannot programmatically select a task in Team planner - Office MS Project 2010

Hi,
I'm using Visual Studio 2010 32 bits, MS Project 32 bits on a windows 7 64 bits environment.
I created a MS project 2010 addin in Visual Studio. I can do many things with this addin, add ribbon, create tasks,
change colors in gant view...
However I cannot selected a task in the team planner view !
I use SelectTPTask in the application instance as referenced (http://msdn.microsoft.com/en-us/library/ms474284.aspx).
After this selection I want to change the color of the task by using SegmentFillColor method but nothing happens.
If I manually click on a task then SegmentFillColor works and the task color is changed.
Here is the code of the action:
private void buttonPriority_Click(object sender, RibbonControlEventArgs e)
var app = Globals.ThisAddIn.Application;
var pj = app.ActiveProject;
//create Tasks
Task newTask = pj.Tasks.Add("First task");
newTask.Duration = "3";
newTask.ResourceNames = "Resource A";
newTask = pj.Tasks.Add("Second task");
newTask.Duration = "4";
newTask.ResourceNames = "Resource B";
//Change color of the assignments
foreach (Task t in app.ActiveProject.Tasks)
if ((t != null) && !(bool)t.Summary)
bool b1 = app.SelectTPTask(t.UniqueID);
bool b2 = app.SelectTaskAssns();
bool b3 = app.SegmentFillColor(0xFFFFFF);
Is it a bug or I do not use it properly,
Thanks,
Alex.

Working solution (MS Proj 2013) for similar task is:
Sub ChangeTaskColorBasedOnCondition()
    Application.ViewApply Name:="Team Planner"
    For Each task In ActiveProject.Tasks
        Application.SelectTPTask (task.UniqueID)
        Application.SelectTaskAssns
        If (InStr(task.Name, "t"))
Then
            SegmentFillColor Color:=192
        Else
            SegmentFillColor Color:=0
        End If
        Application.SelectTPTask
    Next
End Sub

Macro to colour tasks in team planner

Hi Everyone,
I have experience of writing macros for excel and the general format for such things but I dont know where to strat in Project 2010.
What Im trying to do is write a macro so that if the task name has "collect" in it, its red and if it has "deliver" in it its coloured red.
I have flags that do this for me in the gantt view so I could reference back to that I guess.
Can you help?
Thanks
Alex

cossie2know,
It sounds like red is your color of choice.
Unfortunately Project doesn't make this as easy as it may seem. In order to use the SegmentFillColor Method in the Team Planner view, the user must manually select the resource assignment. There appears to be no way to automate the selection in that view.
You could write a macro that found all the desired tasks and then create a resource filter for each of those tasks and apply that filter to the Team Planner view but you would still have to manually select those resource assignments that you wanted to color
code.
Not what you wanted to hear, but that's how it works, or in your case, doesn't work.
John

Project 2013 freezes in Team planner view

Hi,
While right clicking and changing assignments in a Project file the Team planner freezes and Project must be restarted, this happens all the time and too frequent. The first thing that happens is that the large info box which is shown on right click together
with the smaller one with percentage etc. dissapears. Then the changes can still be saved but Project can not be shut down in the normal way but must be closed by shutting down the process in the Task manager. Then it is just to open the file and
continue as the Team planner works normal again until it freezes again. This has been so since the very beginning, but did not happen in the 2010 version. It only happens in the 2013 version which of course is the one we use as the reports in it are so great.
Any ideas to get rid of this annoying problem?
Kind regards //Anders

Hi Ben,
Thanks for looking into it. Perhaps it is something wrong with the installation or the PC that it runs on, have not thought of that before. Should try to copy the file to another computer and download a trial version to run it on and see if the problem is
still there. Otherwise Snag it seems like a good idea. The time for project to stop working varies a lot, normally everything from 3- 10 minutes. There is one thing that normally seems to get project to stop working sooner and that is when switching between
the Team planner and the Gantt view.
The work sequence is like this:
-Open the project file
-Expand all tasks in the Gantt view
-Switch to Team planner, begin to drag & drop tasks between resources
-Mark a task in the Team planner view and switch to Gantt view to check how the project where the marked task is located underneath is following the plan.
-Switch back to Team planner, continue to switch tasks between resources
-Mark a task in the Team planner view and switch to Gantt view to check how the Project is following the plan, as above.
After a number of switches between the views project normally just stops working completely. Memory usage normally goes up to 140 MB, not much but still an increase towards the normal. The above sequence is the quickest way of getting Project to stop working.
Would be interesting to see if you would get any problems repeating the sequence. If that would work for you for 10 minutes there must be something wrong with either the project installation or with the computer.
Thanks and kind regards //Anders

Trying to get team planner to show more information

Is there any way to get team planner to show more information about the tasks? In calendar view, you can set the bars to display all sorts of information, but I can't seem to find the equivalent in Team planner. I want the bars to display, hours work and
one custom field, as well as the task name.
On this subject, I'm sure I must be missing something, but project seems to have missed the point of breaking tasks down into manageable sections. For example, I have a project, say 'Build house', summary tasks might be 'build conservatory', 'build kitchen'.
Each might have 'put in windows', the first task of which might be to get quotes. All that then appears in team planner, or any of the resource management views is the task name 'get quote', with no idea which summary task it belongs to. I have to write the
correct summary task in a custom field for each task, surely this can't be the best way to do it?

Hi,
The good news is that the resouce usage view has a field called Task Summary Name, so no need for a custom field.
The bad news is that yes, you cannot modify the Team Planner view.
Hope this helps,

A dynamic Team Planner View to concurrent users

Hello, I currently have MS Project Professional 2010. Our business is looking into possibly upgrading our system but we need the team planner view in whatever we choose. We currently have hundreds of projects and thousands of tasks linked to resource pool.
The team planner view is the easiest and fastest view for the business to identify what each person is doing on a particular day, who is helping them, who is working on their project, who is on vacation, etc. Issues we're having right now include:
1) Project Professional freezes when multiple users try to access the team planner view at the same time. Even after downloading the hotfix package.
2) We tried uploading some work to Sharepoint but Sharepoint doesn't like tasks with start-to-start predecessors or lag times which greater than 50% of our tasks have.
3) The printable team planner view prints out hundreds of blank pages between sets of dates. I'm assuming they are "unassigned tasks" and there is no method of removing them. Resource names don't carry over to the second set of dates.
Is team planner view available in Project Server or the PWA? We're trying to find a way to get this view to everyone. Allow multiple concurrent users to view it at the same time. And to have their view change simultaneously as I change it without having
to upload or print a new team planner view every time I change something.
Thanks for the help.

Thanks for the reply Andrew. We explored using the Resource Assignment View but it had its own set of issues like:
1) I can assign up to 40 tasks a week to one person, this creates quite a list for each person as the Resource Assignment View lists the tasks in the column under the person's name. A filtered list of one week still creates a long list, 40-50 pages long,
for 30-40 resources.
2) Our resources had a hard time finding who was helping them on certain tasks because of this gigantic list. Again, they are unable to access MS Project without freezing the document so they can't open the task and find out who's helping. Therefore, we
like the condensed Team Planner view.
I will explore the SSRS report option but from a little light reading, it appears as though this report doesn't automatically update every time I make a change to the schedule. Therefore, I need to manually create a new report everytime I make
a change to the schedule?
Thanks Again,
Travis
Travis

Regarding Liquidity Planner Customization (Configuration) ?

Hello ,
    Every one
        Currently i am searchiing basic neccessary Liquidity Planner Customization to be do . My question is could any body tel me the way how should i get the names of all necessary Liquidity Planner Customization ?
        If any body has list of it could you tel me the names ?
Thank you
Deepak Pawar

The best thing you could do is read the configuration guide for [FSCM-CM|http://help.sap.com/bp_bl603/BBLibrary/HTML/160_ES_VE.htm].
Hope it helps!

Project Team Planner

Hi everyone,
do we need the project server 2013 to use the team planner in project 2013?
Is the team planner a part of Project standard 2013? (in 2010 it was only part of the professional version)
I found it in the 2013 standard description:
http://www.microsoftstore.com/store/mshk/en_GB/pdp/productID.260731200
Thanks in advance!

it-admins --
No, you do not need to use Project Server 2013 to use the Team Planner view. This view is available ONLY in the Professional version of Microsoft Project 2013. It is NOT available in the Standard version of the software. In addition to
the Team Planner view, the Professional version of Microsoft Project 2013 offers you the Inactivate Task feature, which is a better way to cancel unneeded Baselined tasks than deleting the tasks. Hope this helps.
Dale A. Howard [MVP]

Team Planner not working. Click on Team Planner and nothing happens.

I have Project Professional 2010 and using with Project Server 2010. When I go the the View ribbon and click on Team Planner, nothing happens. Is this a view or a piece of functionality? I looked in Organizer and also do not see any view named Team Planner.
Not sure why this is not working. Anyone know nwhat the issue may be and how to get Team PLanner working?

Rick VF --
Navigate to the Task ribbon and then click the Gantt Chart pick list button (little down-arrow below the Gantt Chart button). Examine the list of Views shown on the pick list. Do you see the Team Planner view listed? If not, click the More
Views item. In the Organizer dialog, do you see the Team Planner view listed in the left side of the dialog? If the answer is NO to both questions, then I would suspect that someone has intentionally deleted this new default View from your Microsoft
Project 2010, and you will probably need to reinstall the software to get it back. By default, the Team Planner view should be available to you in Microsoft Project 2010. Let us know if this helps.
Dale A. Howard [MVP]
VP of Educational Services
msProjectExperts
http://www.msprojectexperts.com
http://www.projectserverexperts.com
"We write the books on Project Server"

ESS & MSS Team Calendar Customization

Hi Team,
We are implemented ESS & MSS & configured Team Calendar but in that we are facing bellow issues
Can we do customization Team calendar? If it is possible how?
Reporting structure showing wrongly displaying.
    please help me
Regards,
Ajay

Hi Mithun & Jwala,
Thanks for reply, here i am sharing my screen shots please check
We required direct report employees list only should display MSS Team workset
    Emp: Direct report employees only 44 to that manager but in MSS team workset nearly 90 employees
            are displying
I am client side functional consultant, my ESS & MSS project done by other company
Now they left the company I had no much knowledge on the ESS& MSS Team calendar just I had knowledge functional side so please guide me to close my issue
Thanks,
Ajay

Disable a standard AMImpl Warning message through Customization

Hi Team,
Through Customization apporach, can we disable standard Warning Message(in AMImpl) through Custom Manage Bean.
If so can you please tell me approach & sample code to be written.
Thanks,
Anil

Anil
I am not sure of the exact use case you have in mind. However, AMImpl or any other java file is not customizable by any means.
Hope this helps
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Vik

Creating a report to reflect overallocation of resources by task

I need to create a report/view that shows for which tasks resources are overallocated. For instance, I'd like to know which tasks Resource 1 is assigned to that create an overallocation of hours for that week. The Resource Usage view shows what I need
to see, but I'd like to filter out the weeks for which each resource is not overallocated and also get a clearer idea of which tasks are taking up the most of their time. Any suggestions?

abgross --
The Resource Usage view is where you can see this information most readily. If you are using the Professional version of either Microsoft Project 2010 or 2013, you can also use the Team Planner view for this purpose. Resource names formatting
in red in either view should you overallocated resources. In the Resource Usage view, Work hours formatted in red indicate the time periods during which the overallocation is occurring. In the Team Planner view, Microsoft Project drags a red outline
around the tasks in the time periods during which the overallocation is occurring. One thing you cannot do in the Resource Usage view is to hide the time periods during which there is no overallocation. You can zoom in or zoom out in the Resource
Usage view to see overallocations on the daily, weekly, or monthly timescale as needed.
Also, it would really help if you told us what version of Microsoft Project you are using. 2007, 2010, 2013? Please let us know.
Hope this helps.
Dale A. Howard [MVP]

Message not found. Application: FND, Message Name: FND_VIEWOBJECT_NOT_FOUND

Hi,
we are currently upgrading our environment from R12.1.2 to R12.1.3.(Projects)
In the R12.1.3 there is a change in the TeamTableVO and already we have exteneded the standard VO in R12.1.2 as UDTDPATeamTableVO.
So due to oracle changes the custom VO throwed error in our page, so we retrofitted the 12.1.3 changes in our CustomVO.
After retrofitting the VO the exception page got rectified and the page loads with the following error.
Error :
Message not found. Application: FND, Message Name: FND_VIEWOBJECT_NOT_FOUND. Tokens: VONAME = USTDPATeamTableVO; APPLICATION_MODULE = oracle.apps.pa.team.server.TeamListAM;
Please can anyone help us to resolve this error.
Regards,
Berch

Yes i have done the Jpx import after the VO sustitution. Please find the below results from DB.
SET serveroutput ON
DECLARE
BEGIN
jdr_utils.listdocuments
('/oracle/apps/pa/team/server/',TRUE);
END;
anonymous block completed
Printing contents of /oracle/apps/pa/team/server/ recursively
/oracle/apps/pa/team/server/customizations/site/0/TeamTableVO
SET serveroutput ON
declare
BEGIN
jdr_utils.printdocument('/oracle/apps/pa/team/server/customizations/site/0/TeamTableVO');
END;
anonymous block completed
<?xml version='1.0' encoding='UTF-8'?>
<customization xmlns="http://xmlns.oracle.com/jrad" xmlns:ui="http://xmlns.oracle.com/uix/ui" xmlns:oa="http://xmlns.oracle.com/oa" xmlns:user="http://xmlns.oracle.com/user" version="10.1.3_1305" xml:lang="en-US"
customizes="/oracle/apps/pa/team/server/TeamTableVO">
<replace with="/uni/oracle/apps/pa/team/server/USTDPATeamTableVO"/>
</customization>

Team Planner -- Customization

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