Marios has attended:
Project Intro Intermediate course
Reporting
I would like to produce a report with ONLY the following fields:-
Resource Name
Task name
Start date
Finish date
Notes (assigned to task)
To be sorted by Resource Name.
How do I do this?
Thanks
RE: Reporting
Hi Marios
Custom reports depend on Project tables. So the first step is to create a table or customise an existing one so that it contains only the fields (or columns) of data that you want.
Next from the view > reports menu double click on custom then choose New and select Task report type.
Name your report and from the table drop down dialogue box choose the table you customised earlier on.
Finally go to the Sort tab. Here you will find that you can apply sort criteria to the fields in your table e.g. Resource Name
I hope this helps - do let us know if you have any further questions.
Kind regards,
Andrew
RE: Reporting
Hi Andrew,
About 90% there but not quite working.
I cannot get the task name to appear as it does not show as a selectable field.
Can I email the .mpp to you to look at?
What is your email address?
Marios
RE: Reporting
Hi Marios
If you could email through to info@stl-training.co.uk
Please make sure that you make it clear that it is for the attention of andrew
Thanks
David
RE: Reporting
File sent today 18/12/06
Marios
RE: Reporting
Hi Marios
Thanks for the file - I'll take a look this afternoon and get back to you.
Kind regards,
Andrew
RE: Reporting
Hi Marios
I think I can see what might be causing the problem. Project treats information about tasks and resources separately. So for example when you create a new table you have to choose whether it will hold task or resource information. The same applies to new reports.
So in your example file try switching to Gantt chart view. Then changing your table to the custom one you created, MM1. Add in the task name field. The go to custom reports (View > Reports then click on Custom Reports). Click on New and note that you can create four different kinds of reports (task, resource, monthly calendar or crosstab). As a test try creating a task type report and from the dialogue box that appears choose your table (MM1). The resulting report shows all your columns of data you listed in your original post. I think custom report MMReport is pointing to a table designed to store resource information which is why you aren't getting the data you want displayed.
Let us know if this answers your question.
Kind regards,
Andrew
