Wednesday, 28 April 2010

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’?’.

 EPM2007_VisualReport_0

(click picture to enlarge)

 EPM2007_VisualReport_1

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.

P2007_VisualReports_CashFlowReport

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.

P2007_VisualReports_CashFlowReport_Visio

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.

P2007_VisualReports_ResourceAvailabilityReport_Visio

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.

P2007_VisualReports_ResourceCostSummaryReport

EPM2007_VisualReport_4

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.

P2007_VisualReports_ResourceWorkAvailabilityReport

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.

P2007_VisualReports_ResourceWorkSummaryReport

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.

P2007_VisualReports_BaselineCostReport

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.
P2007_VisualReports_BaselineReport_Visio 

Baseline Work Report

Excel

This report shows a bar graph with baseline work, planned work, and actual work for your project illustrated across tasks.
P2007_VisualReports_BaselineWorkReport 

Budget Cost Report

Excel

This report shows a bar graph with budget cost, baseline cost, planned cost, and actual cost illustrated over time.

P2007_VisualReports_BudgetCostReport

Budget Work Report

Excel

This report shows a bar graph with budget work, baseline work, planned work, and actual work illustrated over time.

P2007_VisualReports_BudgetWorkReport

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.

 P2007_VisualReports_EarnedValueOverTimeReport

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.

P2007_VisualReports_CriticalTaskStatus_Visio  

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.

P2007_VisualReports_TaskStatusReport_Visio

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.

P2007_VisualReports_ResourceStatusReport_Visio

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.

P2007_VisualReports_ResourceRemainingWorkReport

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.

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