Copy the In Progress, Milestones report, modify the title box and add a task phase table
- [Voiceover] We've created several reports for team members or resource information in other videos. Now let's build an executive or management audience type report that shows milestones and phases. So we'll go to the Report ribbon and select In Progress, Milestone Report. We're going to use this report to create a new one from. So we'll go to our Manage option where we can rename the report into our Phases and Milestones and press OK.
We'll modify that title header to "Phases "and "Milestones" and remove the "Report" piece. Now we want to put a chart as well as a table in the middle section of this report. We don't want to get rid of the Late Milestones, Milestones Up Next, and of Completed Milestones. So we'll just click on and drag across those and we'll move them down into our report so they're down quite a bit in the page for now.
We'll move our chart over as well. So we'll click on that and drag that into the middle section. And of course we'll increase the size of that to about three quarters of the page. We want to add in a table to show our phase progress so we'll go to our Design ribbon and select to insert a table. We'll put that just under our header and we'll resize the font as we've learned in a previous video so we'll select through the whole table set and go to our Task ribbon and set that to 11.
Now you can resize the columns at this point, but we also wanna add some additional fields into this particular table. So I want to add in the Status field so I'm going to scroll down in the Field List until I find Other Fields. In the Other Fields section I'm going to scroll down and find the Status field. Now in the Status field there's a field that comes out of the box. You can use custom fields if you created a custom formula you could use that here as well.
In my case I'm just gonna use the Status field. I would like to change the Start field to the Baseline Finish field instead. So I'm gonna go back up and remove my Start field and scroll up until I find Baseline and then I'll add in my Baseline Finish instead. So now I have the fields that I want in the table, however they're in the wrong order so I need to change that. In the Field List section, there is a list of fields.
I wanna move the Baseline fields so I click on it and drag it up before the Finish field. That's the order I'd prefer. I can also resize the columns. So I'll move my Status column over to the right a little bit and I'll do the same with % Complete, my Finish, my Baseline Finish, and that way it will wrap a little differently. Now, I'd also like to get this at the phase level since that's Outline Level one in my current project, I need to modify the Outline Level in the Field List section.
So I go down to the Outline Level and I'll change that to level one. So now I have a much more valuable report because I'm looking at the phases within my project and again I'll resize the columns so I get a little bit less text wrapping going on. And we've got that squared away. Now, currently this happens to look like a table with the alternate formatting bar styles, right? You may want to modify that. So you can go to the Design ribbon on the table tools and within that dropdown, I'll select all of them.
And here are all the choices that I might be able to make. If all I'm interested in is text here, I might choose to have just a blank text value so I select that and it will eliminate all the table grid sections and make it much cleaner looking. Again you can select different table options by going back to that dropdown and of course you can pick anything that you particularly like. Now I'm gonna also move my chart up on the page. And lastly I'm gonna move, now, those milestone boxes as well as their tables.
So I've clicked and dragged and I'll move those up just a little bit. Undo. Reselect them. There we go. And now I can move them all at once. And scroll back up. Now we'll modify additional fields within this report as we continue on in these videos.
Note: This course was designed in collaboration with author Bonnie Biafore. You can follow along with this course using Microsoft Project 2010, 2013, or 2016 and either the free or premium versions of the exercise files.
- Working with the Report Designer
- Editing templates
- Building resource and team member reports
- Inserting graphs and charts
- Building executive management reports
- Developing a report center
- Creating a milestone dashboard