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Step 6: Using different Reports

Reports are predefined formats and designed only for printing or for viewing in the Print Preview window. You cannot enter data directly into a report. Project includes several predefined task, resource and assignment reports you can edit to get the information you want.

In this exercise you will explore various reports in order to investigate project related information.


Exercise:

  1. Open your project plan in the Gantt Chart view.

  2. On the Report menu in the main menu bar, click Reports.

Use predefined Reports to display project information

  1. The Reports dialog box appears, showing the six broad categories of reports available in Project. Your screen should look similar to the following illustration:

Select the information you are interested in from the Reports dialog box

  1. Double-click on Overview and then on Project Summary.
    Project displays the project Summary report. This is a handy summary of the project plan's tasks, resources, costs and current status. You could use this report, for example, as a recurring status report that you share with the client or other stakeholders of the project.

  2. In the Overview category, double-click on Top-Level Tasks to find out e.g. how much work each project phase requires. What is the work for phase 3 in our project - the analysis phase? Make a note of the work and email me the figure after the completion of the tutorial.

  3. Double-click on Costs in the Reports dialog box and then double-click on Budget to get a budget break down for each task of the project. What are the Total Cost for the task 'Doing Interviews'? Email me the figure after the completion of this tutorial.

  4. Double-click on Assignments and then on Who Does What When to get a detailed breakdown for each resource when a task is due.

You have now completed Step 6 and can move on to the final step of this tutorial.

Copyright: Christian Maurer