Reports -

G

gg

In the Views / Reports
In Project 2002, there is no option to
export or Email these reports to your upper managers
or to the entire team. Is the ability to email these
reports to the team available in Project 2003.
 
D

Dale Howard [MVP]

gg --

Sorry, but there is no such option to export Reports in Project 2003.
Instead, you might consider exporting the project to a Web page by creating
your own export map, or you can print the Report to a PDF file using Adobe
Acrobat. Hope this helps.
 
M

Mike Glen

Hi gg,

Welcome to this Microsoft Project newsgroup :)

Please see FAQ Item: 16. Project Viewer.

FAQs, companion products and other useful Project information can be seen at
this web address: http://www.mvps.org/project/

Hope this helps - please let us know how you get on :)

Mike Glen
Project MVP
 
G

GG

Dale - For Example

Reports / Current Activities / Slipping Tasks
You indicated you can print this to a file like Adobe.

In Project 2002, I don't see this option. Are you saying
that the ability to print to a file is in Project 2003?

We need to have the ability to view these reports and
utilize them in team collaborations.

Thanks
 
D

Dale Howard [MVP]

GG --

When you click File - Print to print a View in Microsoft Project 2003, you
have the option to change the printer to Acrobat Distiller or Adobe Acrobat
Writer before you print. If you wish to print a Report, however, you must
first change the default printer in Windows to either Acrobat Distiller or
Adobe Acrobat Writer. You should then close and relaunch Microsoft Project,
open the project, click View - Reports, select the Report, and then print it
to a PDF file. Obviously, you must have Adobe Acrobat installed on your PC
before you can make one of these selections. Hope this clarification helps.
 
G

GG

oDale -

Another report we are trying to create is an overallocation
report. The view - Resource Usage can allow you to filter
on overallocations, but all the tasks get minimized for each resource and
you must click each resource to expand the view.

I tried to create a resource report using the portfolio analyzer, but there
is no calculation field for calculating the overallocation.

Do you have a suggestion on how to create report that shows
the resource overallactions across all projects.

The view Resource Usage is close to what we want, but it
needs to be a view against all projects on the server.

Overallocation Report
Fields I want to see in the table

Resource Name
Project
Work
Actual work
Remaining work
Overallocation work (hrs or days)

Or do you know how project calculates the overallocations?
 
G

ggreensp

Dale,

We are trying to create an overalloction report that will display all the
resources overallocated across all projects.

I have tried to copy the Overallocation report in the Portfolio Analyzer
views. But the calculation fields is not
available. Can you tell me how to create a calculation field
or direct to me where to find it.
 
G

ggreensp

Dale, can you point me to where I can find out how the overallocation
calculations are done. I want to create an overallaction report in the
portfolio analyzer.

Since I cannot get this from the Reports view
 
D

Dale Howard [MVP]

GG --

You would need to do several things to accomplish your goal:

1. Create a master project consisting of all projects in the database,
apply the Resource Usage view, and save it in the database.

2. In this master project, copy the resource Work table and name it
something like _Overallocation. Add/delete columns to include those you
have specified (except for the Overallocation Work column, which does not
exist in the system).

3. Create a new Group and name it something like _Overallocated. Specify
the grouping by the Overallocated field in Descending order.

4. Copy the Resource Usage view and name it something like _Overallocated
Resources. In the View Definition dialog, select the new Table created in
step #2 and the new Group created in step #3 and then apply this new View.

5. Right-click in the timephased grid and select the Overallocation field.
This will meet your criteria to see the amount of overallocation on each
assignment.

6. Collapse the Overallocated: No grouping.

7. Save the master project.

Whenever you open this master project, you can apply this view. Just a
thought. Perhaps the others have some ideas, too.

By the way, Project marks a resource as overallocated when the resource's
Peak Units value is greater than the resource's Max. Units value. For
overallocated resources, it then sets the value in the Overallocated field
to Yes. Hope this helps.

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