Custom Reports

Resolved · High Priority · Version 2003

Tue 10 Sep 2013, 15:07 Delegate Christine said...

Christine has attended:
Project Intermediate course

Custom Reports

I have had some success in producing a custom report allowing me to see, under resource names, what work allocations a given employee has within a particular time frame. The problem is that I am choosing on the sort tab - name, WBS & project. However, when I print off the report, the ID number is clearly shown but the WBS is nowhere to be found. As we were hoping that the report could be given to people to not only outline what work they should be doing in the current and following week, we were also hoping that the WBS would be listed so that they could refer to it on their timesheets and enable us to track completed tasks.

I would also like to print off a sheet per resource name but am unable to achieve this at the moment either.

Please could you advise me if what I'm trying to do is feasible.
Many thanks
Christine van der Linden

Tue 10 Sep 2013, 16:35 Trainer Doug said...

RE: Custom Reports

Hi Christine

Thanks for the question. You can include the WBS field on custom reports based on the Task view not Resource. This is because the WBS is based on tasks. To create your report -

First create a table with the fields you would like
View, Table, More Tables
Click New
Then insert the 3 fields in order

Resource Names
WBS
Project

Give the table a name such as Resource Report

Now you should have a table on the screen with only those fields displayed.

Now to create the custom report...

Select View, Reports
Custom, click Select
Choose Task from the list of reports and click Edit
On the Sort tab pick asyou did before

Resource Names
WBS
Project

In the Details tab choose for the Table - Resource report

If you want a filter to choose a particular resource select:
Using Resource in the Filter option

Complicated but when you click Preview you should get a report with a prompt and Resource Names, WBS and Project

Hope that helps for now.

Doug Dunn
Best STL

Tue 17 Sep 2013: Automatically marked as resolved.

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MS Project tip:

Email a Task

When you need to communicate important information to your project staff use Microsoft Project 2003 to send them a note using outlook or an e-mail system.

1.In a task sheet, select the task or tasks which you want to send a project note.

2.On the File menu, point to Send To, and then select Mail Recipient (as Schedule Note).

3.Under Address message to, select the recipients of your note.

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