This video covers building a graphical report for reporting budget and cost project information in Microsoft Project. It also covers views, tables, groupings, and filters for the analysis of the budget and planned resource assignments.
- Now, that we have our resources allocated…and they're all in our project,…since we've seen a table, this is one…way to look at your data set.…We'd like to see this in a much more graphical way.…So, we're going to build a custom report.…I'm going to go the Report ribbon,…and select New Report.…Under the New Report option,…I have many options,…Blank, Chart, Table, or Comparison.…Since I want to do two different…types of charts here,…I'm going to select the Comparison report,…and I'll name it my Budget Work and Cost,…and press OK.…
Now, this creates my graphical shell…for me to get started.…Now, currently these two charts are rather large…and they're down in the right-hand lower corner.…I want to move them up so I'm going to…click on the second one, holding my ctrl key,…and then I'm going to move those…two charts up in the view.…They're rather large, so I'll scroll down…a little bit, and again, I'll resize them up…so they're a little smaller.…Now, I do have my report name up here in the top…that it's filled in for me, so I'm going to move…
Note: This course was designed in collaboration with author Bonnie Biafore.
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- Setting up budget resource costs
- Setting up rate tables
- Creating budget resources
- Entering values for budget cost and work and expense resources
- Comparing costs to budget values
- Reviewing costs
- Managing and reducing project costs
- Adding actual costs