Hi Summer,
Below are two potential approaches you might consider. Play around with
them and discover some of the filtering options so you can set them up the
way you are comfortable. -Bill
My preference for generating these 'reports' is to use the Excel output
feature. Here is an example:
1) Go to File->Save As...->Excel Workbook. Enter a filename, then click
next and choose "Selected Data".
2) Choose "New Map" (once this process is complete, you can choose 'Use
Existing Map')
a) Choose "tasks" (you can play around with resources and assignments
once you get the hang of this). Also, choose "Export includes Headers".
Click Next.
b) In the Destination Worksheet name, type "All Tasks Forecasted to
Begin".
c) For the filter, choose "Date Range".
d) Add some fields (i.e. Name, Start and Finish)
e) Click Next.
f) Click "Save Map" and type a name like "All Tasks To Begin After..."
g) Click "Save".
h) Click "Finish".
i) Find the Excel file you selected earlier and you will find the
fields output the way you want.
The next time you run the report, use "Selected Map" so you don't have to go
thru all the steps listed above again. Also, during this process, you can
modify the map and save over it (maybe you wish to add more fields, adjust
date filters, etc.)
Another example of this would be to use the out-of-box reports in Project
Server. Modify or create a view in Project Professional and create a filter
to display certain information. This example will step you through
modifying the "Gantt Chart" view to create your reports. I will use the
Sample #1 again.
1) From the View menu, first select "Gantt Chart". Then, also from the View
menu, choose Table->Entry.
2) Add or remove any columns until the data for your report is displayed.
3) Go to View->Reports.
a) You could select a report that already requests a date range, like
Current Activities...->Tasks Starting Soon.
b) You could also continue with the rest of these steps...
4) Choose "Custom"
5) Click "New..." and name the new report "All Tasks To Begin After...".
(next time, your report will show up so you don't need to create a new one
again).
6) Make sure the Table area is set to "Entry" and set the Filter to "Date
Range...". Click OK.
7) Now you can Preview or Run your report.
As you will notice, using out-of-box reports is not quite as flexible as
using Excel. This is because the reports sometimes are difficult to fit on
one page or you want to edit the data or make other modifications that are
difficult unless you are using Excel.
Hope this helps,
-Bill
--
William Raymond
BLOG:
http://www.mympa.org/blog.aspx
Summer said:
Please send tips for how to create the following two reports. I do not
know
what settings to use in the Report dialog to set these parameters.
Thanks!!
Report #1: Show all tasks forecasted to begin after 12/22/05 but before
1/6/06
Report #2: Show all tasks forecasted to be finished by 1/6/06 [that
started
between 12/22/05 and 1/6/06]
