Join Bonnie Biafore for an in-depth discussion in this video Choosing the fields displayed in a visual report, part of Advanced Microsoft Project.
- Choosing fields in a visual report is as easy…as turning field check boxes on and off.…I'm going to use an Excel visual report as an example…but you can use similar techniques on a Visio visual report.…To get to visual reports head to the Report tab…and then click Visual Reports.…Remember in Project 2010…the visual reports are on the Project tab.…When I click Visual Reports…the Visual Reports dialog box opens.…
Now let's say I want to focus on Excel report.…There are two check boxes at the top of the dialog box.…If you only want to see the Excel reports…turn off the Microsoft Visio check box…and now the list only has Excel reports in it.…The report that I'm going to use is Baseline Work Report.…When I select that in the list the sample…preview shows me what it looks like…and that's basically what I want.…
I'm going to keep the level of usage data set to Weeks.…All I have to do now to generate the report…is click View down at the bottom right.…That generates the data for the report…and then opens it up in Excel.…
Author
Bonnie Biafore
Updated
11/5/2015Released
5/14/2015Viewers will then learn how to customize fields and generate cool graphical and visual reports. Finally, the course shows how to share various customizations and configurations as well as best practices for managing multiple projects.
Lynda.com is a PMI Registered Education Provider. This course qualifies for professional development units (PDUs). To view the activity and PDU details for this course, click here.
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- Recalculating duration, work, and units for assignment changes
- Adding, removing, and replacing resources
- Defining part-time resources
- Setting cost rates
- Accounting for overtime costs
- Working with earned value
- Exchanging data with other programs
- Customizing fields and reports
- Sharing customizations
- Sharing resources and linking tasks between projects
Skill Level Intermediate
Duration
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Introduction
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Welcome2m 1s
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1. Options for Opening and Saving Project Files
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2. Mastering Resource Assignments
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Keeping task duration fixed3m 26s
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Maintaining total task work3m 33s
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3. Managing Project Costs
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4. Working with Earned Value
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5. Exchanging Data with Other Programs
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Hyperlinking in Project6m 3s
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6. Customizing Fields
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Understanding custom fields3m 32s
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Naming a custom field2m 35s
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7. Customizing Graphical Reports
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8. Customizing Visual Reports
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9. Sharing Customizations
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10. Working with Multiple Projects
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Creating a master project4m 32s
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Conclusion
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Goodbye1m
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Video: Choosing the fields displayed in a visual report