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Microsoft Project Training

Create amazing Reports with Microsoft Project

When managing a project using Microsoft Project, stakeholders often need to receive progress updates. Because not everyone can read a Gantt chart, MS Project comes with a set of pre-designed reports and dashboards to help you better understand your data. You can easily create amazing reports with Microsoft Project. Below is an explanation of the different types of report that can be created.

Dashboard Report Types

Project Reports

Burndown

How much is completed on a project and what’s left to be done.

Cost Overview

The current status of top level tasks showing planned, remaining costs and cumulative costs.

Project Overview

How much of your project is complete, upcoming milestones, and tasks that are past due.

Upcoming tasks

The work that has been done in the current week, the status of any remaining tasks that were due, and what tasks are starting in the next week.

Other Report Types

Cash Flow

The cost and cumulative cost per quarter for all top level (summary) tasks.

Resource Cost Overview

The cost status of work resources showing cost details in a table and a chart showing cost distribution.

New Reports from templates

Chart
A chart for your project data, showing actual work, remaining work, and work by default.

Table
A table for your project data, showing the Name, Start, Finish, and % Complete fields.

Comparison
Two charts side-by-side, showing the same project data.

Visual Reports

View visual reports instantly in Excel or Visio

In MS Project, you can also view specific project data as a visual report in Excel or Visio, if you have those programs installed. Select Reports, Visual Reports, select an Excel or Visio report for your project data, and click View. Excel builds a local Online Analytical Processing (OLAP) cube file and shows your data in an Excel PivotChart or Visio PivotDiagram. This is a legacy feature from MS Project 2010 and earlier.

MS Project Visual Reports

Examples of Reports

Here are a few visual examples based on a sample project.

Cost Overview

Create amazing Reports with Microsoft Project

The Cost Overview report shows the following:

  • Costs, Remaining Costs and % complete.
  • A chart of cumulative costs.
  • A chart of cost status for top level tasks.
  • A cost status table for top level tasks.

Reporting changes to a project

In the same example, the first two phases of the project were completed as planned. There is a delay of 4 days with excavation due to bad weather.  The project plan shows which tasks are complete.

Gantt Chart

The Cost Overview Report now reflects the changes made and shows the project as 14% complete. The Cost Status table identifies the cost variance for the Foundation phase.

Create amazing Reports with Microsoft Project

Project Statistics

Burndown

Select Report, Dashboard, Burndown to show graphically how much work and how many tasks are completed as well as what’s left to be done.

Create amazing Reports with Microsoft Project

Overallocated Resources Report

Select Report, Resources, Overallocated Resources to identify which resources are overallocated and at what points in the project. This is a great way of seeing where unnecessary costs are being lost.

Overallocated Resources

Cashflow Report

Being able to report and analyse your cash flow visually is a great way to track the spend of a project. It also makes the data digestible and ideal for sharing with clients and colleagues via email or PowerPoint presentation.

Select Reports, Cost, Cash Flow to see a chart and table of the project cash flow.

To change the timescale of the report from quarters to months:

Select the chart, click the Edit button for the Time category in Field List and choose Months.

Cash Flow

To learn how you can create amazing reports and project plans with Microsoft Project, why not consider an STL training course on Microsoft Project.

Categories
Project Training

MS Project 2013: Stay on budget with Cost Overview Reports

what's new in office 2013Cost Overview Reports

Where is your spend going? Could your resources be better allocated? Cost Overview reports in MS Project are a great way of keeping track of your budget in a way that’s digestible and simple to share with colleagues and clients.

The Cost Overview report shows the following prior to setting a baseline:

  • Costs, Remaining Costs and % complete.
  • A chart of cumulative costs.
  • A chart of cost status for top level tasks.
  • A cost status table for top level tasks.

Cost Overview in MS Project

A great way of breaking down your data, the Cost Overview Reports clearly indicate where your money has been spent to date and the relative progress of your project as a percentage.

Cost Overview with a baseline set

The baseline cost shows the total planned cost for a project or task. We often talk about Earned Value in Project Management, and in this instance the baseline cost is often referred as the Budget at Completion.

Cost Overview in MS Project

In the above graph the baseline cost is displayed as a grey line in the cost status graph.

Tip: You can edit or add elements to the chart simply by clicking anywhere on the chart.

Reporting changes to a project

In the same example the first two phases were completed as planned. The current date is 31/5/13 and there is a delay of 4 days with excavation due to bad weather.  The project plan shows which tasks are complete.

Reports in MS Project

The Cost Overview Report will update simultaneously and reflects the changes made, showing the project as 14% complete. The cost status table identifies the cost variance for the Foundation phase.

Cost Overview

Project Statistics

The data alone is visualised beautifully in MS Project 2013, but often needs to be shared with clients, colleagues and stakeholders. Fortunately, as with the complete Office 2013 suite, sharing has been simplified meaning files can be saved and emailed from within the application. This sort of data can also be exported to create a killer PowerPoint presentation.

Find out more great advice like this with a Best STL course on Microsoft Project training London and UK wide.