Tracking Report

[ronmcfarlane]

I would like to generate a report that is a little bit like the who is
doing what when but I want to make it a bit more specialised. My staff
will use it plan & track what they are doing in the next period (say
two weeks). At the end of each week I want to collect the reports with
details of what they actually acheived and what is left. I will use
this to track & update my schedule.


The report needs the following columns

Resource Name
Task Name
Planned Start
Planned Finish
Actual Start
Actual Finish
Work
Actual Work

and some blank columns to capture
Actual work performed during the week
Actual Finish
Estimated effort to complete

The report needs to be able to run for a date range.

The selection condition will be if (the planned start or end falls
between the period ) or (planned end is before the period and it is not
100% complete) and it is not a summary task.

There needs to be a page break by resource and if the task is assigned
to more than one resource then the item appears on the page for each
resource.

Any ideas would be appreciated.

 

[John]

I would like to generate a report that is a little bit like the who is
doing what when but I want to make it a bit more specialised. My staff
will use it plan & track what they are doing in the next period (say
two weeks). At the end of each week I want to collect the reports with
details of what they actually acheived and what is left. I will use
this to track & update my schedule.


The report needs the following columns

Resource Name
Task Name
Planned Start
Planned Finish
Actual Start
Actual Finish
Work
Actual Work

and some blank columns to capture
Actual work performed during the week
Actual Finish
Estimated effort to complete

The report needs to be able to run for a date range.

The selection condition will be if (the planned start or end falls
between the period ) or (planned end is before the period and it is not
100% complete) and it is not a summary task.

There needs to be a page break by resource and if the task is assigned
to more than one resource then the item appears on the page for each
resource.

Any ideas would be appreciated.

ronmcfarlane,
Well, at least you have a real good idea of what you want, that's the
important first step.

The built-in Reports can often provide useful information and to a
certain extent they can be customized. However, when it comes to
specialized formatting or inclusion of additional fields (particularly
with time based reports), their flexibility is very limited.

If you want a time based report (i.e. showing timescaled data),
sometimes the Resource and/or Task Usage views can be customized to show
the information needed. From your list of fields to appear in the report
it looks like the Resource Usage view comes closest to your needs. It
can be configured to show all the fields you list, (recognizing that the
assignment data for each resource is in fact the Task name), and the
Date Range filter can be used (with perhaps the addition of % Complete)
to select a two week window. You should also be able to insert a page
break for each resource.

If for some reason, you don't feel the Resource Usage view will meet
your needs, you can always use an advanced feature of Project, namely
VBA, and get the exact type of report you want by exporting and
formatting the data in Excel.

Hope this helps.
John
Project MVP