Showing mutliple selections in a single report

[lloydalikes]

I need to create a report that shows multiple selections from the same Project.
EG tasks 1.1.1.1 - 1.1.1.11; 1.1.2.2 - 1.1.2.20; 1.3.1.1 - 1.3.1.33; and
then a selection of tasks from a time frame operating from todays date to a
month. And then can you alter the physical layout of the report to match a
template laid down by a client?

Is this at all possible?

Is it also possible to create text boxes beneath these? I know it'll sound
easier to cut and paste into Excel, but I was hoping there was a way to set
this up automatically.

 

[John]

I need to create a report that shows multiple selections from the same
Project.
EG tasks 1.1.1.1 - 1.1.1.11; 1.1.2.2 - 1.1.2.20; 1.3.1.1 - 1.3.1.33; and
then a selection of tasks from a time frame operating from todays date to a
month. And then can you alter the physical layout of the report to match a
template laid down by a client?

Is this at all possible?

Is it also possible to create text boxes beneath these? I know it'll sound
easier to cut and paste into Excel, but I was hoping there was a way to set
this up automatically.

lloydalikes,
Is "this" at all possible? Sure, but the specifics beg more information.
For example, what kind of "report" are you trying to produce?

The best and easiest way to get selected tasks is with a filter. For
example, for the selected WBS groups, you could use a spare flag (e.g.
Flag1) and then filter on that. For the time based data, try the Date
Range filter. Combine the two filters into one and you will have both
groups of data at once.

With regard to altering the layout of the report to match a template, it
all depends on what the template shows. It may be possible to configure
a custom filtered view in Project to match a clients format. If not the
data can always be exported to Excel, either by using an export map, or
with a VBA macro. With the latter, virtually any report format can be
replicated.

For you last question, what do you mean by, "...create text boxes
beneath these?" Beneath what?

John
Project MVP

 

[lloydalikes]

Thanks, the filtering method is probably best.

With regards the text boxes, I meant beneath the selected programme data in
the report. Such as:

1.1.1.3 - 1.1.1.11
1.1.2.1 - 1.1.2.22
Data selected by date
Text box to write notes/highlights/lowlights (possibly include client logo)

 

[John]

Thanks, the filtering method is probably best.

With regards the text boxes, I meant beneath the selected programme data in
the report. Such as:

1.1.1.3 - 1.1.1.11
1.1.2.1 - 1.1.2.22
Data selected by date
Text box to write notes/highlights/lowlights (possibly include client logo)

lloydalikes,
You're welcome. I'm glad the filtering helped with the first part.

As far as the text boxes, I'm still don't fully understanding what you
want since I need to understand what the report looks like (visually) to
suggest a method. Project does have some rudimentary drawing tools that
can place a text box in relation to a Gantt bar but not in the tabular
data (left side of Gantt Chart view). There is also the Notes field but
it can't be placed beneath other data. For lack of other visual
understanding of your "report", my guess is the data needs to be
exported to another application that has more graphical flexibility.

John
Project MVP