14
Oct

Quick & Easy Status Reports in Project 2013

With Project 2013, you can create and customize graphical reports of whatever project data you want.  As an Administrator, you can distribute this report to all your Project Managers by adding the report to the Enterprise Global Template.

STEP 1: Build the report

Click the Report tab.

In the View Reports group, click the type of report you want and then pick a specific report.

For example, to open the Project Overview report, click Report > Dashboards > Project Overview.

The Project Overview report combines graphs and tables to show where each phase of the project stands, upcoming milestones, and tasks that are past their due dates.

You can customize the content to include whatever Project data you want. Use the tools on the Design ribbon to add images, tables, graphs, change fonts, color schemes, etc.  There are numerous Microsoft help screens available with information on how to customize your report.

STEP 2: Rename the report

Click Design > in the Report group > click Manage > click Rename Report and enter a new name for the report

STEP 3: Copy the report to the Enterprise Global

The Enterprise Global file contains all custom enterprise objects that are available to your Project Managers (for example, views, tables, groups, filters, and reports)

Open the Enterprise Global Template in MS Project.  Click File > Info > Organize > click Open Enterprise Global

Project Professional will open the Enterprise Global file.  The name of the project in the title bar will be “Checked-out Enterprise Global”.

Now open the Organizer to copy the custom report from your current project to the Enterprise Global.

Click File > Info > Organize > click Organizer.

On the Reports tab, locate your custom report and Copy to the Checked-out Enterprise Global. Close the Organizer dialog box.

After you have completed your copy, click File, and then click Save.

After Save has completed successfully, click File, and then click Close.  A dialog box will display asking if you would like to check-in the Enterprise Global file.  Click Yes.

Congratulations, you’re done!

This report is now available to users that connect to the Project Server environment using Microsoft Project Professional.  The report can be accessed from the Report ribbon using the Custom button.

These reports can be saved as PDF files or copied to other applications using the Copy Report button on the Design ribbon.