none
Project 2010 Custom Reporting RRS feed

  • Question

  • Apologize in advance for being a newbie to Project Reporting, but how do you create a report showing this hierarchy:

    Month 1

      Resource Name

         Tasks assigned to this resource for Month 1

         - Repeats for each Resource name assigned tasks in Month 1

    Repeats above sequence for remaining Months that have tasks (Months n)

    Thanks!

    Friday, May 4, 2012 6:39 PM

Answers

  • aww91 --
     
    Open a project and then click the Project tab to display the Project ribbon.  In the Report section of the Ribbon, click the Reports
    button.  In the Reports dialog, double-click the Assignments button.  Select the Who Does What When report and then click the Edit
    button.  In the Resource Report dialog, click the Period pick list and select the Months item.  Click the OK button and then
    double-click the Who Does What report to see a Print Preview of the report.  I believe this report will totally meet your reporting
    requirements.  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"

    • Marked as answer by aww91 Friday, May 4, 2012 7:54 PM
    Friday, May 4, 2012 7:44 PM
    Moderator

All replies

  • aww91 --
     
    Open a project and then click the Project tab to display the Project ribbon.  In the Report section of the Ribbon, click the Reports
    button.  In the Reports dialog, double-click the Assignments button.  Select the Who Does What When report and then click the Edit
    button.  In the Resource Report dialog, click the Period pick list and select the Months item.  Click the OK button and then
    double-click the Who Does What report to see a Print Preview of the report.  I believe this report will totally meet your reporting
    requirements.  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"

    • Marked as answer by aww91 Friday, May 4, 2012 7:54 PM
    Friday, May 4, 2012 7:44 PM
    Moderator
  • aww91,

    Take a look at the Resource Usage view. It's not exactly like your format but it's probably as close as you can get short of exporting Project data to another app (e.g. Excel) where you can format it exactly as you want.

    You could also take a look at the built-in reports found under Project/Reports/Reports (Project 2010). The Assignments category of reports has a to-do list and a who does what when.

    John

    Friday, May 4, 2012 7:47 PM
  • Thank you. This is exactly what I was looking for.
    Friday, May 4, 2012 7:55 PM
  • aww91 --
     
    You are more than welcome for the help, my friend!  :)

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

    Saturday, May 5, 2012 10:05 PM
    Moderator