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Resources Vacation/Holiday Report... RRS feed

  • Question

  • I am tracking resource holidays/vacations and corporate holidays in porject 2007.  What is the best way to create one report for all holidays and vacations?

     

    Thank you,

    Dora

    Thursday, July 21, 2011 7:33 PM

Answers

  • Dora --

    Assuming you are not using Project Server 2007, you can print a report of the calendar exceptions for all of the Base Calendars in the project by completing the following steps:

    1.  Open the project and then click Report > Reports.
    2.  In the Report dialog, double-click the Overview section.
    3.  In the Overview Reports dialog, double-click the Working Days report.

    The system will show you the print preview of the report, which will display the daily working schedule and all of the exceptions you specified for company holidays.  Unfortunately, the Working Days report will NOT tell you the names of the exceptions, such as Memorial Day or Thanksgiving Day, but it will tell you all of the nonworking days in every Base Calendar in the project.

    If you want to see the vacations for every team member in the project, complete the following additional steps:

    1.  In the Report dialog, double-click the Custom section.
    2.  In the Custom Reports dialog, select the Resource (work) report and then click the Edit button.
    3.  In the Resource Report dialog, click the Details tab.
    4.  On the Details page of the dialog, select the "Calendar" checkbox in the Resource section of the dialog.
    5.  Click the OK button.
    6.  With the Resource (work) report still selected in the Custom Reports dialog, click the Preview button.

    The system will show you the print preview of the report, which will display the daily working schedule and all of the exceptions you specified as vacation time for every resource in the project.  Unfortunately, the Resource (work) report will NOT tell you the names of the exceptions, such as Vacation or Sick leave, but it will tell you all of the nonworking days in every resource calendar in the project.

    If you are familiar with custom software development using Microsoft Project 2007 VBA, you might be able to combine both of these default reports into a single report that you could export to Microsoft Excel.  Hope this helps.


    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    Thursday, July 21, 2011 8:26 PM
    Moderator

All replies

  • Hi Dora,

    Before I can answer this question I need some more information.

    Are you using Microsoft Project stand-alone or are you using Project Server?

    And how do you manage holidays/vacations? As calendar exceptions in the individual resource calendars? Or do you schedule them as regular tasks? Or do you set the availability profile?

    Regards,
    Hans


    My EPM blog: Projectopolis
    Thursday, July 21, 2011 7:39 PM
    Moderator
  • Dora --

    Assuming you are not using Project Server 2007, you can print a report of the calendar exceptions for all of the Base Calendars in the project by completing the following steps:

    1.  Open the project and then click Report > Reports.
    2.  In the Report dialog, double-click the Overview section.
    3.  In the Overview Reports dialog, double-click the Working Days report.

    The system will show you the print preview of the report, which will display the daily working schedule and all of the exceptions you specified for company holidays.  Unfortunately, the Working Days report will NOT tell you the names of the exceptions, such as Memorial Day or Thanksgiving Day, but it will tell you all of the nonworking days in every Base Calendar in the project.

    If you want to see the vacations for every team member in the project, complete the following additional steps:

    1.  In the Report dialog, double-click the Custom section.
    2.  In the Custom Reports dialog, select the Resource (work) report and then click the Edit button.
    3.  In the Resource Report dialog, click the Details tab.
    4.  On the Details page of the dialog, select the "Calendar" checkbox in the Resource section of the dialog.
    5.  Click the OK button.
    6.  With the Resource (work) report still selected in the Custom Reports dialog, click the Preview button.

    The system will show you the print preview of the report, which will display the daily working schedule and all of the exceptions you specified as vacation time for every resource in the project.  Unfortunately, the Resource (work) report will NOT tell you the names of the exceptions, such as Vacation or Sick leave, but it will tell you all of the nonworking days in every resource calendar in the project.

    If you are familiar with custom software development using Microsoft Project 2007 VBA, you might be able to combine both of these default reports into a single report that you could export to Microsoft Excel.  Hope this helps.


    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    Thursday, July 21, 2011 8:26 PM
    Moderator
  • I am using Project Stand alone.

    Holidays and vacations are managed through the project calendars. Go to "Tools" menu option and choose "change working time" to access the calendars.

    Tuesday, July 26, 2011 2:16 PM
  • Yes, using project stand alone.

    I followed your instructions and was able to create a report.  Thank you!

    I copied the table behind the report and removed many of the columns to get a one page document.

    :-)

     

    Tuesday, July 26, 2011 2:16 PM
  • Dora --

    Please review my previous reply.  In it, I said, "Assuming you are NOT using Project Server..."  I think you will find my answer to be the solution to your problem.


    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    Tuesday, July 26, 2011 2:27 PM
    Moderator
  • Dale,

    Dora did say she was able to create the report.  Sit back and bask in the glory, my friend.

    Julie

    Tuesday, July 26, 2011 10:15 PM
    Moderator
  • Hallo Dale,

    we are using MS Project Server 2007 and will use also expections in the enterprise resource calendar for absence reporting.

    Is there any possiblity to create a report within the Server or MS Project where we can see all the expections of the selected resources. Maybe a one pager???

    Thanks

    Happy new year!

    Regards

    Wednesday, December 28, 2011 4:44 PM
  • GU060882 --

    In Project Server 2007, you would need to use a database reporting tool such as SQL Reporting Services or Crystal Reports to extract the data from the database.  Hope this helps.


    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    Wednesday, December 28, 2011 8:08 PM
    Moderator
  • Hi, can anyone tell me in Project Server 2010 which table/view holds the working time exceptions (for each resource)?

    Regards,

    Jon


    Thanks.

    Monday, February 13, 2012 5:53 PM
  • Hi Dale,

    In project server 2007, which table in database stores this information about exception days, resource time etc..

    thanks in advance

    mp

    Tuesday, February 28, 2012 12:42 PM
  • Hi,

    you should be able to find this information in MSP_EpmResourceByDay_UserView: BaseCapacity displays normal working hours, capacity reflects exceptions.

    Does that help?
    Barbara

    Tuesday, February 28, 2012 12:57 PM
    Moderator