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How to Get the Most Out of Your Microsoft Project Reports - MPUG - About Dashboard Reports
How to Run Reports in Microsoft Project .Custom Visual Reports for Project and - MPUG
Search Search. Introduction to Microsoft Project Description Discover how to effectively plan, implement, and control projects using Microsoft Project Prerequisites Prerequisites: There are no prerequisites to take this course.
What you will learn Learn how to effectively plan, implement, and control projects using Microsoft Project Explore how to enhance your project in the areas of efficiency and security Discover how to choose from the views and options to refine and clarify your project schedule, tasks, and resources Learn the importance of setting a project baseline and tracking actual results Understand how to generate several standard project reports and a wide variety of visual project reports How you will benefit Master the use of the world's most popular project management software Gain knowledge of a tool that will make you more effective and is transferable to any future organization Requirements Requirements: Hardware Requirements: This course must be taken on a PC.
It is not suitable for Macs. Software Requirements: PC: Windows 8 or later. Microsoft Edge is also compatible. Microsoft Project not included in enrollment. Adobe Acrobat Reader. Software must be installed and fully operational before the course begins. I just wanted to add my two cents saying that I have created a pack of custom reports that can be used by PMs when managing their project schedules in Project and The pack is free and users can download it at Microsft Technet Gallery:.
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Quick Links. Know that there are three types of reports 1. Use baseline functionality Without baseline values, any report you create will only hold the current planned and actual values.
Update schedule progress regularly The next step, now that we know how to generate great reports, and have provided a baseline for the original intended schedule progress, is all about updating the schedule. Use templates and the organizer Exploring reports can be a fun exercise, and you might have created a valuable report that you want to share with your co-workers. Templates Organizer Templates are useful if you have designed a schedule, including phases, dependencies, task durations, generic resource allocations, etc.
Kind regards and happy holidays! Written by Erik van Hurck. Share This Post. You May Also Like. In this free Microsoft Project training course, we assume you have no previous knowledge of Microsoft Project and show you in over 7-hours of video exactly how to use Microsoft Project. What is that power?
The power to track, monitor, assign, guide, chase and report on super complex projects all in one place. Learning Microsoft Project will reduce the amount of time you spend doing admin and allow you to prepare stakeholder reports in just a few clicks. Luckily, you found Simon Sez IT. As a warning, each video is between 30 minutes and 1. In this first video, we introduce MS Project and launch our practice exercise — a sample wedding project.
We then start to add tasks and dates to the timeline which includes entering the task name, duration, start date, and finish date. This will allow us to create task dependencies and not start new tasks until previous ones have been completed. In this video, we show you everything you need to know about resources in Microsoft Project including resource leveling and overallocation. In this next section of your Microsoft Project online training, we take a look at views in MS Project.
We continue the Project training by looking at resource views, resource graph, split view, and calendar view. You will learn how to add a task and callout to a timeline, how to format a timeline, and how to create multiple timelines. In lesson 5 of this Microsoft Project tutorial, we dive into costs in MS Project including how to allocate costs to different tasks. Use the Organizer to copy a new report into the global template for use in future projects. Compare actual work against your estimates with burndown reports.
Create a timeline of key tasks and milestones. Set the status date for project reporting. Visual reports allow you to view Project information graphically using enhanced PivotTables in Excel Once Project information has been exported to Excel, you can customize the reports further with Excel enhanced PivotTable features, such as filter slicers, searching within PivotTables, sparklines within PivotTables to show trends instantly, and OLAP write-back improvements.
The report templates in Project are divided into six categories in the Visual Reports - Create Report dialog box, which you can access by clicking Visual Reports in the Reports group of the Project tab.
The following sections provide descriptions of the visual reports in each category. You can also create your own custom reports. Custom reports will appear in the category for the type of data used. The following table describes the visual reports in the Task Usage category. These reports are based on timephased task data. Note: Timephased assignment data is available in reports in the Assignment Usage category.
Use this report to view a chart that plots AC actual cost of work performed , planned value budgeted cost of work scheduled , and earned value budgeted cost of work performed over time. The following table describes the visual reports in the Resource Usage category. These reports are based on the timephased resource data.
Use this report to view a diagram that shows planned and actual costs for your project over time. Costs are broken down by resource type work, material, and cost. An indicator shows if planned costs exceed baseline costs. Use this report to view a diagram that shows the work and remaining availability for your project's resources, broken down by resource type work, material, and cost.
A red flag is displayed next to each resource that is overallocated. Use this report to view a pie chart that illustrates the division of resource cost between the three resource types: cost, material, and work. Use this report to view a bar graph with total capacity, work, and remaining availability for work resources illustrated over time. Use this report to view a bar graph with total resource capacity, work, remaining availability, and actual work illustrated in work units.
The following table describes the visual reports in the Assignment Usage category. These reports are based on the timephased data, similar to the data found in the Task Usage and Resource Usage views. Use this report to view a bar graph with baseline cost, planned cost, and actual cost for your project illustrated across tasks. Use this report to view a diagram of your project broken down by quarter, then by task. This report compares planned work and cost to baseline work and cost.
Indicators are used to show when planned work exceeds baseline work, and when planned cost exceeds baseline cost. Use this report to view a bar graph with baseline work, planned work, and actual work for your project illustrated across tasks.
Use this report to view a bar graph with budget cost, baseline cost, planned cost, and actual cost illustrated over time. Use this report to view a bar graph with budget work, baseline work, planned work, and actual work illustrated over time.
Task, Resource, and Assignment Summary categories. The following table describes the visual reports in the Task Summary, Resource Summary, and Assignment Summary categories. Summary reports do not include timephased data. Use this report to view a diagram showing the work and remaining work for both critical and non-critical tasks. The data bar indicates the percent of work complete. Use this report to view a diagram of the work and percent of work complete for tasks in your project, with symbols indicating when baseline work exceeds work, when baseline work equals work, and when work exceeds baseline work.
Use this report to view a bar graph with remaining work and actual work for each work resource, illustrated in work units. Use this report to view a diagram of the work and cost values for each of your project's resources.
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