Cash flow report

[Clive W]

I would really like to be able to include the content from the "Cash Flow"
report into my own word/excel reports without having to copy the data
manually. Can this be done easily with Project 2007?

 

[Mike Glen]

Hi Clive,

This sounds like one for the vba experts. Try posting on the developer
newsgroup. Please see FAQ Item: 24. Project Newsgroups. FAQs, companion
products and other useful Project information can be seen at this web
address: http://project.mvps.org/faqs.htm

Mike Glen
Project MVP

 

[davegb]

I would really like to be able to include the content from the "Cash Flow"
report into my own word/excel reports without having to copy the data
manually. Can this be done easily with Project 2007?

In a word, no. Probably the easiest way would be to take a screen shot
and paste it in.

Hope this helps in your world.

 

[Dale Howard [MVP]]

Clive W --

You can create something similar to the Cash Flow report by creating a
custom Visual Report in Microsoft Project 2007, but the data is shown in
Microsoft Excel in a PivotTable. Try these steps and see if this is
acceptable:

1. Click Report - Visual Reports
2. In the Visual Reports dialog, click the New Template button
3. In the New Template dialog, select the Excel option at the top and the
Task Usage option in the middle, and then click the OK button
4. In Excel in the PivotTable Field List sidepane, add the add the
following fields to the following drop areas:

Time Weekly Calendar Column Labels
Tasks Row Labels
Cost Values

5. In the resulting PivotTable, you will need to expand the time and the
tasks to see the detail you want.
6. If you like what you see, save the Excel file as an Excel template in
your default Templates folder.

In step #6, do not name the report Cash Flow Report, as there is already a
default Cash Flow visual report. If you do step #6, you will see your
custom Visual Report in the Visual Reports dialog. Just a thought. Hope
this helps.