Reporting on Part of the plan

[Shafeeq]

Hi,

I have a situation where a project consist of 5 phases and the requirement
is to have separate reporting for phases 1&2 and another reporting for phases
3-5.

is there a way to have project center view and project views to work for
such requirement?

The other alternative we have is to use master project and split the project
in 2 projects.

Thanks..

 

[Gary Chefetz]

Shafeeq:

Without knowing your exact reporting requirements, I can't say for certain
that this will work for you, however it's easy enough to add a task-level
attribute that indicates the phase for the task, and then build views that
are filtered based on this field in the Project Detail views. You can also
have a project-level field that indicates current phase, and build views in
the Project Center using grouping and filtering as well.

 

[Shafeeq]

Thanks Gary for your quick respose,

lets assume that phases 1-2 are part 1, and phases 3-5 are part 2.

I would need to know tracking and costing information for each part separate
from the other, so i will need to know start and end of each part of the
project, and the variance in schedule and in budget for each of the
part as well.

I am testing some workarounds but wondering whats the best solution for this
requirement.

Thanks..

 

[Gary Chefetz]

IMO, using custom fields as I suggested in the previous post.

 

[Mike Mahoney]

Thanks Gary for your quick respose,

lets assume that phases 1-2 are part 1, and phases 3-5 are part 2.

I would need to know tracking and costing information for each part separate
from the other, so i will need to know start and end of each part of the
project, and the variance in schedule and in budget for each of the
part as well.

I am testing some workarounds but wondering whats the best solution for this
requirement.

Thanks..








- Show quoted text -

Shafeeq

The typical approach in this situation is to create separate plans for
the different planning components. The overall picture and planning
can be done via a master project. Both master and inserted projects
will be visible in PWA.

regards

Mike

 

[Gary Chefetz]

I would agree with Mike only if you and your users are very skilful with
managing Mater Projects and sub projects. IME, they introduce a higher
degree of risk in schedule management with novice and even intermediate
users.

 

[Shafeeq]

Thanks Gary and Mike for your responses.

the problem is indeed with the users, our first recommendation was to go
with master projects, but when we went into testing/training users requested
to check for easier solution since for them master projects /sub projects is
a little complicated.