Tuesday, 15 December 2009

What Are My Project Costs by Resource Type for Next Period? Part 2

Refer to earlier post for details on how this information can be delivered via Resource Usage view.

In this post, we will look at how this information can be delivered via Visual Reports.

1) Open existing project from the server.

2) Navigate to Report > Visual Reports and launch the ‘Resource Cost Summary’ Report under ‘Resource Usage’ Tab


(click picture to enlarge)

Ensure time period selected is weekly.


(click picture to enlarge)

3) Select the Resource Usage Tab in the Excel work-book.


4) Update the Fields List for Column, Row and value fields as per example in figure below.


(click picture to enlarge)

5) Review the report and adjust/format (for timescales) as necessary.


Visual reports provide a powerful way to analyse project data using Microsoft Excel.

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