Reports - showing summary task for each task

[Floyd5]

Hi,

I'm hoping someone can help. I'm using MS Project as a Programm
Management tool rather than at project level. I.e. each task is in fac
a project. I have developed a simple custom report which orders th
tasks per according to a certain attribute The report displays a
required but these tasks do not make much sense unless the summary tas
is listed against each sub task.

The report currently displays:

Task 1
Task 2
Task 3

However i would like to display

Summary task - task 1
Summary task - task 2
Summary task - task 3

Does anyone know if this is possible?

Thanks is advance

 

[JulieS]

Hello Floyd5,

Is the summary task in fact the name of the project? If so, you can either
add the project field to the report (depending upon the report definition) or
concatenate the task name plus the project name into a spare text field. You
don't give any information about the format of your report, so I can't give
specific details on how to proceeed.

Feel free to post back with further questions as needed but please include
details such as:

Version of Project (2003? 2007?)
If Project 2007, is this a visual report or one of the standard reports?
If it's a visual report, what cube is it build from? Task Usage? Resource
Usage?
If it is a standard report, please give more information about the report
definition.

I hope this helps.

Julie

 

[Floyd5]

Thanks for the help. In answer to the questions
I'm using MS 2007 (not server)
It's a Standard report> Custom> New > Text>
The summary task isn't a project but the project type. I.e. Summar
task is 'CRM' with a number of different CRM projects listed as su
tasks.
E.g.

CRM
Project 1
Project 2

Web Development
Project 1
Project 2

Hope this is clear, any help you can provide would be great.

Cheer

 

[JulieS]

Thanks Floyd5,

Are you trying to report from a consolidated project file? In other
words - "CRM" is a task you've entered into a project -- Project 1
and Project 2 are actually inserted projects collapsed up to show
only the inserted Project line?

In the Report definition, did you check the box for "Show Summary
Tasks?".

In quick experiment with a consolidated project where "CRM" is a
task added to the project file and Project 1 and Project 2 are
inserted projects indented underneath "CRM", when I turn on the
option "Show Summary tasks" I see in the standard report
"CRM"
Project1
Project2
Dev
Project3

You mentioned in the original post that you've "ordered" the tasks
based upon some attribute. I assume you've sorted them in some
manner? When you sorted, did you turn off the outline structure?

Is there actually a task in the project called "CRM" or is CRM just
the attribute you've sorted by? If "CRM" isn't a task, then project
won't display it. If CRM is an attribute, does it exist in a field
that you can add to the Entry table? For example, add Text1 to the
Entry table and enter the attribute - CRM". The standard task
report is based upon the Entry table, so if you add info there, you
should see it in the report.

I hope this helps.

Julie

 

[bnleo]

You mentioned in the original post that you've "ordered" the tasks
based upon some attribute. I assume you've sorted them in some
manner? When you sorted, did you turn off the outline structure?


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[StepanBorisov75]

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