Customized Reports in Project Server 2003

[Andrew]

My company is implementing Project Server 2003 and I'm trying to replicate existing company reports to Project Server. We added our custom fields to the global template, which now all show up in the "Organizer", so we're partway there
I want to now edit the body of a custom report by dragging those custom fields onto the report and deleting some others
Does anyone know how to do this?
Also, how how do you add components lsuch as labels, textboxes, etc.?
Thanks

Andrew

 

[Dale Howard [MVP]]

Andrew --

Are you trying to create custom Reports in Microsoft Project 2003 using
View - Reports? Or are you wanting to create custom Views in Project Web
Access in the Project Center or in the Portoflio Analyzer? Your answer will
help me to focus my answer. Let me know.

My company is implementing Project Server 2003 and I'm trying to replicate

existing company reports to Project Server. We added our custom fields to
the global template, which now all show up in the "Organizer", so we're
partway there.

I want to now edit the body of a custom report by dragging those custom

fields onto the report and deleting some others.

 

[Dale Howard [MVP]]

Andrew --

There is no "drag and drop" feature when creating Reports in Microsoft
Project. You have four basic types of Reports available to you. The
easiest way to create custom Reports is by copying an existing Report, then
renaming and editing the new Report (my preferred method, by the way).
Before you create a custom Report, you should know that either a Task report
or a Resource report is based on the following definition:

Report = Table + Filter + Report Details

The Table you select should contain the columns you wish to see in the
Report. Before creating the custom Report, you may need to create a custom
Table, again by copying an existing Table and then renaming and modifying
the copy (View - Table - More Tables). Once you have done so, you can
create a custom Report by doing the following:

1. Click View - Reports
2. Double-click the Custom icon
3. Select an existing Report and click the Copy button
4. Rename and modify the new report according to your needs
5. Click OK and then click the Preview button

If you want the Report to be available to all project managers in your
organization, you should open the Enterprise Global file before you create
any of the custom Tables or Reports. Hope this helps.

--
Dale A. Howard [MVP]
Enterprise Project Trainer/Consultant
Denver, Colorado
http://www.msprojectexperts.com
"We wrote the book on Project Server"

Hi Dale,
I'm trying to create custom reports in Microsoft Project 2003 using View - Reports.

Since the custom reports appear to be based on existing templates, I'm

trying to remove the fields that don't apply and import custom fields that
I've added to the global template. I can see those fields in the organizer,
so I basically want to drag them onto the body of my report.