Friday, June 18, 2021

Pick the right report in project

Project 2013 comes with a brand new set of predefined reports and dashboards you can use right away to check your project's overall health or see if individual parts are on track. You'll find all of these on the Report tab.

For a quick preview, watch this video Report on progress.

Learn more about the predefined reports in the following tables.

Dashboard reports

To see all dashboard reports, click Report > Dashboards.

Dashboards button on the Report tab

This report :

Shows :

Burndown

How much work, how many tasks are completed, and what's left to be done. To learn more about this report, see Create a burndown report.

Cost Overview

The current cost status of your project and its top-level tasks, showing planned costs, remaining costs, actual costs, cumulative costs, baseline costs, and percentage of completion to help you determine if your project will stay within budget.

Project Overview

How much of your project is complete, upcoming milestones, and tasks that are past due (late tasks).

Upcoming tasks

The work that has been done in the current week, the status of any remaining tasks that were due, and what tasks are starting in the next week.

Work Overview

A work burndown for your project and the work stats for all top-level tasks so you'll know the percentage of completion and what's left to be done.

Resource reports

To see all resource reports, click Report > Resources.

Resources button on the Report tab

This report :

Shows :

Overallocated Resources

The work status for all overallocated resources, showing their actual work and remaining work. You can then try to resolve these overallocations in the Team Planner View.

Resource Overview

The work status of all people (work resources) who are working on your project so you'll know how much work is complete and what's left to be done.

Cost reports

To see all cost reports, click Report > Costs.

Costs button on the Report tab

This report :

Shows :

Cash Flow

The costs and cumulative costs per quarter for all top-level tasks. Use the Field List to show other costs or different time periods.

Cost Overruns

The cost variance for all top-level tasks and work resources, and indicates where actual costs exceed the baseline costs.

Earned Value Report

Earned value, variance, and performance indices over time, comparing costs and schedules to a baseline to determine if your project is on track.

Resource Cost Overview

The cost status of work resources (people and material), showing cost details in a table and cost distribution data in a chart.

Task Cost Overview

The cost status of top-level tasks, showing cost details in a table and cost distribution data in a chart.

Progress reports

To see all progress reports, click Report > In Progress.

In Progress button on the Report tab

This report :

Shows

Critical Tasks

All tightly scheduled tasks that are listed as critical on your project's critical path, meaning that any delay in such tasks will cause the schedule to slip.

Late Tasks

All tasks that started or finished later than their scheduled start and finish dates and that aren't progressing as planned.

Milestone Report

All tasks in your project that have milestones, showing which of them are late, due, or completed.

Slipping Tasks

All tasks in your project that are taking longer to complete than expected and have a finish date that's later than their baseline finish date.

Pick a report template to create your own reports

If a predefined report doesn't meet your needs, you can use one of the following new report templates to create your own project reports.

To see all report templates, click Report > New Report.

New Report button on the Report tab

This re port template

Shows

Blank

A blank canvas.

Use the Report Tools Design tab to add charts, tables, text, and images.

Chart

A chart for your project data, showing actual work, remaining work, and work by default.

Use the Field List to pick different fields you want to compare in the chart. Use the buttons next to the chart to customize the chart.

Table

A table for your project data, showing the Name, Start, Finish, and % Complete fields.

Use the Field List to pick different fields you want to show in the table. In the Outline level box pick the number of project outline levels you want to show in the table. Use the Table Tools tabs to customize the table.

Comparison

Two charts side-by-side, showing the same project data.

In one of the charts, use the Field List to pick the fields you want to show side-by-side to compare them with fields in the other chart.

Tip:  Reports you create appear in the list of custom reports. To use them, click Report > Custom.

View visual reports instantly in Excel or Visio

In Project 2013, you can also view specific project data in a visual report in Excel or Visio, if you have those programs installed. To do this, click Report > Visual Reports, select an Excel or Visio report for your project data, and click View. Excel builds a local Online Analytical Processing (OLAP) cube file and shows your data in an Excel PivotChart or Visio PivotDiagram.

Visual Reports dialog box

In the Visual Reports dialog box, you can pick one of the following report templates.

Excel report templates

Visio report templates

  • Baseline Cost Report

  • Baseline Work Report

  • Budget Cost Report

  • Budget Work Report

  • Cash Flow Report

  • Earned Value Over Time Report

  • Resource Cost Summary Report

  • Resource Remaining Work Report

  • Resource Work Availability Report

  • Resource Work Summary Report

  • Baseline Report (Metric or US)

  • Cash Flow Report (Metric or US)

  • Critical Tasks Status Reports (Metric or US)

  • Resource Availability Report (Metric or US)

  • Resource Status Report (Metric or US)

  • Task Status Report (Metric or US)

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