Join Bonnie Biafore for an in-depth discussion in this video Creating a custom visual report template, part of Advanced Microsoft Project.
- Visual reports are just Excel…pivot charts, or Visio pivot diagrams.…Because of that, you can reuse a customized…visual report simply by saving it as a template.…You can also create your own templates from scratch.…Well let's run a built-in visual report.…On the Report tab, I click Visual Reports…and I'll select Baseline Work Report.…To generate the report, down at the bottom right,…I'm going to click the View button,…and that opens it up in Excel.…
Now I can make the changes that I want to this report.…For example, I'm going to change the title.…I click that text box and I'm going to add…"by Time" in the title.…Then, over in the PivotChart Fields pane,…I'm going to switch Tasks and Weekly Calendar.…I'm going to drag Weekly Calendar down…into the Access Categories section…so that the X-axis will have time.…And then I'm going to drag Tasks…up into the Filter section.…
When I look at it, now I have work by time.…Let's save this as a template.…Here's how you do that.…In Excel, you go to the File tab,…and we're going to choose Save As.…
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.
The PMI Registered Education Provider logo is a registered mark of the Project Management Institute, Inc.
- 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: Creating a custom visual report template