Hi all,

Every monday morning we have a planning-meeting for this department, and want to show people neatly what tasks they'll be working on for the upcoming 4 weeks. They might be working on several tasks at once that take upwards of 20-60 hours, spread out over a couple of weeks. below is a link to a concept I drew up that displays pretty much what I want to see.



Imgur: The magic of the Internet

I am aware that you can use the resource usage tab for this, pretty much, But my boss does not like the way it looks, and also, you cannot filter out tasks easily that do not occur within the next 4 weeks, so it clutters your overview.

I tried making visual reports with pivottables in Excel but it does not allow me to take all of the data with me because MS Project has the nasty design problem where it seperates the task and resource data sheets, even if you are only using 1 file. I've tried using a macro to circumvent this,one that shares custom fields of task data into the resource data, but by default if you create visual reports it will not take along custom fields into the pivottable. Does anyone have any clue's on how to grab all of data and proccess it easily and neatly into a spreadsheet/table, or get around the problem that I described?
Any help would be very much appreciated.

Follow the steps outlined by Dale Howard in this forum post and you should get a nice Pivot Table in Excel.

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