Project 2007 – Visual Reports, create stunning Project Reports!

Applies to: Project 2007

Struggling to analyse project data? Want to easily extract Microsoft Project data to Excel? Want to create stunning Project Reports?

You can launch Visual Reports via the Reports menu button on the toolbar within Microsoft Project 2007 (standard and professional).

Note: Also refer to my earlier post ‘P2007 – Analysis Toolbar, where is ‘Analyze Timescaled data in Excel’?’.

 

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All of the templates you see listed in the dialog are example templates that are shipped to help get you started. If you create a new template and save it in your templates folder it will also show up here. You can even choose to include templates from another location such as a public share. Ideal for setting reporting standards. When you create or edit a template you can specify which project fields and custom fields to include in the template.

The following table shows the list of Visual Reports, grouped by category;

Name	Type	Description
Task Usage
Cash Flow Report	Excel	This report shows a bar graph with cost and cumulative cost amounts illustrated over time.
Resource Usage
Cash Flow Report	Visio	This report 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.
Resource Availability Report	Visio	This report 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 over allocated.
Resource Cost Summary Report	Excel	This report shows a pie chart that illustrates the division of resource cost between the three resource types: cost, material, and work. Refer to example report in my earlier post ‘What Are My Project Costs by Resource Type for Next Period? Part 2’.
Resource Work Availability Report	Excel	This report shows a bar graph with total capacity, work, and remaining availability for work resources illustrated over time.
Resource Work Summary Report	Excel	This report shows a bar graph with total resource capacity, work, remaining availability, and actual work illustrated in work units.
Assignment Usage
Baseline Cost Report	Excel	This report shows a bar graph with baseline cost, planned cost, and actual cost for your project illustrated across tasks.
Baseline Report	Visio	This report shows 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.
Baseline Work Report	Excel	This report shows a bar graph with baseline work, planned work, and actual work for your project illustrated across tasks.
Budget Cost Report	Excel	This report shows a bar graph with budget cost, baseline cost, planned cost, and actual cost illustrated over time.
Budget Work Report	Excel	This report shows a bar graph with budget work, baseline work, planned work, and actual work illustrated over time.
Earned Value Over Time Report	Excel	This report shows 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.   Note: My example above include only Earned Value and Planned Value.
Task Summary
Critical Tasks Status Report	Visio	This report shows a diagram showing the work and remaining work for both critical and non-critical tasks. The data bar indicates the percent of work complete.
Assignment Summary
Task Status Report	Visio	This report shows 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. The data bar indicates the percent of work complete.
Resource Status Report	Visio	This report shows a diagram of the work and cost values for each of your project's resources. The percent of work complete is indicated by the shading in each of the boxes on the diagram. The shading gets darker as the resource nears completion of the assigned work.
Resource Summary
Resource Remaining Work Report	Excel	This report shows a bar graph with remaining work and actual work for each work resource, illustrated in work units.

Enjoy reporting! You can contact me (pj@projectsolution.co.uk) if you have any queries or want a demonstration of the reporting capabilities of Microsoft Project 2007.