Creating a custom report

[Steve]

I am a PMO manager with PMs who use MSP 2003 Professional. There is no budget
for a Porfolio Management Solution so I need to be able to extract
information in a specific format from MSP on a weekly basis.

The information is as follows:
Task name
Assignement
weekly breakdown per assignment with the hours shown
Showing the role that the assigned resource is full filling based on the
entry in the profile table
Preferably some way to define if specific tasks are chargeable and others not

Currently my staff copy and paste in to excel then manipulate and by the
time this is done they have wasted half a day so if we can do it quicker,
easier etc.. that would be great.

Any and all suggestions appreciated

 

[John]

I am a PMO manager with PMs who use MSP 2003 Professional. There is no budget
for a Porfolio Management Solution so I need to be able to extract
information in a specific format from MSP on a weekly basis.

The information is as follows:
Task name
Assignement
weekly breakdown per assignment with the hours shown
Showing the role that the assigned resource is full filling based on the
entry in the profile table
Preferably some way to define if specific tasks are chargeable and others not

Currently my staff copy and paste in to excel then manipulate and by the
time this is done they have wasted half a day so if we can do it quicker,
easier etc.. that would be great.

Any and all suggestions appreciated

Steve,
It shouldn't be too big of a problem to get you what you need without
the wasted time of copy and paste. But first of all, what exactly is the
"profile table"? If it's part of Project Server, I don't do server so
I'm not familiar with the term.

Project 2007 has expanded capability for getting timescaled data from
Project to Excel, but you can also automatically export that data with
earlier versions. In your case, you could try using the "Analyze
timescale data in Excel", found on the Analysis toolbar. You will
probably need to use a combination of exports from both the Resource
Usage and Task Usage views to get all the data. A much more efficient
approach would be to create a VBA macro. With a macro, you can export,
format and manipulate Project data any way you need.

John
Project MVP