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Old 02-07-2014, 08:50 AM
decker decker is offline Viewing Resource Rates Windows 7 32bit Viewing Resource Rates Office 2010 32bit
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Hi - I am planning my budget for the next year. I am wondering if there is a way to pull a report or export to excel a view of just the resources I have entered in and their rates for the next budget year. Currently I am going one by one and it is taking forever! Please help! - decker
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Old 02-07-2014, 09:43 AM
Leah Leah is offline Viewing Resource Rates Windows 7 32bit Viewing Resource Rates Office 2010 32bit
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I am a little confused on what you are asking here.
Do you have multiple rates for the resources over the 12 month period?
Do you want to view the total cost for each resource based on rates and hours?

If you just need the rates for all resources and have only a single standard rate for each, can't you just pull the data from the resource sheet view. You can select and copy to excel.

Please share more details about what exactly you need.

Cheers!
Leah
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  #3  
Old 02-07-2014, 10:12 AM
decker decker is offline Viewing Resource Rates Windows 7 32bit Viewing Resource Rates Office 2010 32bit
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Thanks for the response Leah.

I am looking in the resource sheet view and want to see what the rates for my resources will be over the next 12 months. In the current view for February 2014, I can see the rates of the resources. What I want to see is from May 2014 - May 2015, since the rates will escalate during those periods. The way that I am looking them up now is by clicking on each name, going to the costs tab, and looking at the effective dates for each of the rates. I feel like there must be a simpler way to look at the resources projected rates for all my out dates. Does that help with the explanation?
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Old 02-07-2014, 10:21 AM
Leah Leah is offline Viewing Resource Rates Windows 7 32bit Viewing Resource Rates Office 2010 32bit
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I was afraid that was what you wanted. I don't know of a way to access the rate table other than the method you are using except using VBA. I am not programmer so I cannot help with this.

Sorry.
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Old 02-07-2014, 10:25 AM
Leah Leah is offline Viewing Resource Rates Windows 7 32bit Viewing Resource Rates Office 2010 32bit
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Have you looked at the visual reports? This may be an option. I am not sure. I haven't used the reports much.
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Old 02-07-2014, 10:36 AM
decker decker is offline Viewing Resource Rates Windows 7 32bit Viewing Resource Rates Office 2010 32bit
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ARGH! Thanks for the feedback.
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  #7  
Old 02-07-2014, 03:23 PM
JulieS JulieS is offline Viewing Resource Rates Windows 7 64bit Viewing Resource Rates Office 2010 32bit
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Yes. it requires a custom report - but pretty easy to do:

Project Ribbon > Reports, Custom New.
Select Resource.
On the Resource Report definition page - rename the report.
Select any time range you need.
I would likely apply the Work Resource Filter.
Click the details tab and select Cost Rates.
Click OK

You should now have the report showing each resource along with each of the 5 cost rates tables plus any changes.
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