![]() ![]() Here’s a short GIF to show you that it really takes next to no time at all to create one! With these simple steps, you’ll at least have set a first baseline, which is much better than no baseline at all. Navigate to the Project Tab, select Set baseline, select set baseline… again, and then in the next menu click on OK. Therefore, make sure you set the baseline. This leaves a lot to be desired for good reporting. There are no variance calculations or officially approved data available to use in comparison. Without baseline values, any report you create will only hold the current planned and actual values. I particularly like the dashboards because they give you valuable information on your schedule in a visual appealing manner. For now, know that these reports come in a wide variety related to different important schedule related topics. I’ll get back to this later in the article. Modern reports provide you with a canvas on which you can create Excel-like visuals, based on either task or resource information. It’s a new, easier way of generating reports for a single project. The application received this upgrade in the 2013 version. The latest addition to reporting options in Microsoft Project is what I like to call “modern” reports. ![]() “Modern” reports (Available in 2013 and up) One downside of visual reports is needing Excel, which could be a problem if you are working in a Citrix environment because the virtualization of applications doesn’t quite work when MS Project needs to connect with MS Excel.ģ. I’ve described in detail how to do this on The Project Corner. Furthermore, you can create your own customized visual reports. ![]() The data extract creates pivot tables and pivot graphs in MS Excel. Visual reports are great! You can extract content from a schedule and further analyze it in your favorite reporting tool: Microsoft Excel! Oh, and you can also use Visio.īy utilizing visual reports, you see your data structured in a way most people are familiar with now a days. There’s a nice little MPUG article that described the visual reports, written by Sam Huffman (who you should know for his MPUG Essentials book, Microsoft Project Do’s and Don’ts. And let’s face it, stakeholders and management professionals are always more visually inclined when it comes to progress updates. I liked the style and format of these reports, but it was difficult to create a version that represented the schedule like you wanted it to. When creating one of these, the result was a printed out version of your data. These classics were just called Reports in the older versions of Microsoft Project, but Microsoft has abandoned these reports in versions 2013 and up.Ĭlassic reports were table based and textual representations of your schedule. Know that there are three types of reportsġ. In this article, I would like to give you my five top ways to get the most out of your MS Project Reports. I believe that the out of the box report features in Microsoft Project are such low hanging fruit. Do you ever get the feeling you are just using just a small part of an application? Or that there is so much more to explore in a tool? That there might be low hanging fruit, just out of reach, because you never heard of its existence? ![]()
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