MS Project 2003 – Custom Reports

[DK]

Hi,

I’m looking to create a custom report using a combination of Resource & Task
Tables.

I want to create a to-do list for each resource working on a task, (which I
can do using a report derived from Resource Table) but I also need
information from the Task Text fields to be shown in the report.

The answer is probably no but is this possible?

Regards,

DK

 

[JulieS]

Hello DK,

If you aren't averse to running some VBA code, you can copy the
information from the Task Text fields to the assignment fields. Then
modify the Resource Usage view to add the fields.

See FAQ # 37 "Custom Fields in View" for both the code an further
information about Task fields, Resource Fields, and Assignment fields.

I hope this helps. Let us know how you get along.

Julie
Project MVP

Visit http://project.mvps.org/ for the FAQs and additional information
about Microsoft Project

 

[Tom]

DK,

Depending on how you want to present the data, you may be able to use the
existing Views interface to create a View that will display your data. They
only restriction is that this tool renders Pivot Table Data and you would
need to design your Query to support this.

Step 1. Under PWA Administration>Create/Manage Views
Create a new view with generic info. Only Specify the Name for
the View
and add a basic data set from what is presented.

Step 2. In the Design Mode where you can drag and drop data fields onto the
table,
select the icon above the table for the Configuration Management.
This will
produce a pop-up window with several tabs. The last tab on the
right will
let you edit the Connection Information, and add your own custom
SQL
Query to draw the data directly from the ProjectServer DB.
Default is to use
the OLAP CUBE data.

Step 3. Once you have committed these settings your available fields should
present
the columns from your Query and let you drop them on the Pivot
Table.

 

[DK]

Thanks Julie,

I don’t have a natural affinity with Visual Basic, but with a bit of
tweaking I was able to create the report that I’m after.

DK

-----------------------------------------------------

 

[JulieS]

You're very welcome DK and thanks for the feedback.

Julie

 

[JulieS]

Hello Tom,

Thanks for your comments and the detailed steps. I'm not sure DK is
running Project Server or PWA though.

Julie