Cost Reports Project Management Help

In the real world, success or failure of the project is often measured in dollars. You might finish on time with a stellar product. But if you’re at double the budget, stakeholders are likely to be displeased.

Cost reports allow you to catch discrepancies early on while there’s still a chance of pulling your project back on budget. Project’s built-in cost reports are described in Table

COST REPORTS

COST REPORTS

Assignment Reports

Resource reporting is the focus of the Assignment Reports group. You can print task lists for the entire team and review them all at once. Or, you can select a resource and print a list of that person’s tasks (with completed tasks checked oft.) When you click the Assignment Reports button in the Reports dialog box, you’ll see four choices, which we’ve summarized in Table 18.4.

ASSIGNMENT REPORTS

ASSIGNMENT REPORTS

CONTINUED ASSIGNMENT REPORTS

CONTINUED ASSIGNMENT REPORTS

Workload Reports

There are two Workload reports. Both provide information on tasks and the resources assigned to them.

The Task Usage Report lists tasks and their assigned in the first column. The rest of the columns are dates (representing one-week increments), with the scheduled work displayed for each task and each resource. Figure 18.6 shows a small portion of one Task Usage Report

the task usage reports

the task usage reports

The Resource Usage report is quite similar to the Who Does What When report (an Assignments report). Resource Usage shows assigned work by week, rather than by day

Other Reports

If you choose Custom Reports from the Reports dialog box, the Custom Reports dialog box opens, in which you’ll find a list of reports available for customization. Several of these reports .are different from the ones we’ve seen in the categories described above, Table 18,5 briefly describes some additional reports you may find useful.

CUSTOM REPORTS

CUSTOM REPORTS

Customizing Reports

There are really only two types of customization for reports (and views): You can change the appearance (formatting) and you can change the content. Certain reports (such as the Project Summary) will let you change only appearance. Others offer dozens of options for changing both appearance and content. When you print a view, the content and appearance settings need to be in place before you print. A report can be customized while you’re in the process of generating it

Changing the Appearance of a Report

After you’ve chosen the report you want to produce, click the Edit button to bring up the customization options for that report. If you’re working from a resource report, the Resource Report dialog box opens. If you’re working from a task report, you’ll see the Task Report dialog box.

Changing the Appearance of a Report

Changing the Appearance of a Report

1. On the Definition tab, change the. name field if you want the report’s title to be something other than the default.
2. Enable the Gray Bands setting if you want to see divisions between major units in the report ..
3. On the Details tab, choose whether you want a border around and gridlines between details. Gridlines are the horizontal lines and borders are mostly vertical. (This may be opposite from how you normally think of gridIines and borders.)
4. Click the Text button to choose a font, font style, font size; and color for fields of a certain type.

Changing the Content of a Report

Begin content customization the same way you did with appearance: choose the report you want to produce and click the Edit button. Content customization settings include the following

Period Change this setting if you want a different time interval for the selected report.
Count Determines how many periods to display in one interval. Example: You’ve selected Month for the Period and 2 for the Count. The report will show two-month time intervals.
Table, determines the fields used in the report. To see different report fields, choose a different table, including any custom tables you’ve created for which the Show in Menu option is enabled. (See Chapter 17 for more on creating and customizing tables.)
Fitter Determines the type of task or resource information that gets displayed. For example, the Overallocated Resources report applies the overallocated resource filter so that resources that aren’t overallocated do not appear on the report. Enable the Highlight checkbox if you want to see (//1 information while highlighting the information that meet the filter criteria, (See Chapter 17 for more on creating and applying filters

Resource Details (or Task Details)

For each field that you enable, except Objects, the information prints once per resource or once per task. Objects work a little differently. (See the Drawing Tools section, later in this ) Example (resource): Enable the Calendar field on the Who Does What report and each resource’s calendar prints at the end of the task section for that resource. Example (task): Enable the Predecessor checkbox and each task shows predecessor information.

Assignment Details

The choices you make here determine the fields that print for each resource (in Resource reports) or each task (in Task reports). Examples: Choose Schedule to see start and finish dates and delay information; choose Cost to see Baseline Cost, Actual Cost, and Remaining Cost data.

Enable the Show Totals check box (on the Details tab) if you want numeric fields totaled.

Choose a Sort order using the controls on the Sort tab of this dialog box. covers sorting in views and tables. It works the same when you sort data in reports.

Posted on November 25, 2015 in Using Reports To Analyze Data

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