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Custom Visual Reports for Project 2013 and 2016

By Raphael Santos

Every time a new version of Microsoft Project was launched, there were a mix of excitement and enthusiasm to discover, explore and understand the new features that were made available with the new software. Personally speaking, I remember the level of satisfaction I had when Microsoft Project 2013 was first released, because it finally had the long-time waited reporting engine with built-in graphical dashboard reports, in which project managers could view, print, export, edit or even create their own custom reports with life data from the schedule. That was something cool!

All the built-in reports that came with (at that time) new Project 2013 were great, and with just a little more effort you could make them even better – so that’s the reason I started creating my own custom reports.

Here I wanted to share a collection of 9 custom reports that I developed, which I use in my day-to-day duties as a project manager (below you will have a brief explanation for each one of them). You will also find a link to download a file that contains all the reports, so you can install them on your machine. Feel free to modify the reports as per your organization’s needs, and feel free to share them with your colleagues and co-workers.

01. Project Summary

This report displays basic project information, helping project managers to have a quick overview of their project

02. Schedule Summary

This report can be used by project managers to understand the performance of their project when it comes to the schedule itself. It includes Baselines and Current Dates, alongside with Actual and Remaining durations and variances

03. Milestones

This report filters and displays all the milestones that are included in the schedule, allowing project managers to understand where there are variances

04. Critical Tasks

By using this report project managers can quickly identify all the critical tasks in their schedule

05. Schedule Overview

This  report provides detailed information about the schedule, including Task Status, Tasks burn-down and Late Tasks

06. Cost Summary

This report helps project managers to understand how their project is performing in terms of costs

07. Work Summary

The objective of this report is to provide a detailed summary about the project’s work

08. Project Execution

This report will help project managers to analyze all the aspects of his/her projects in details

09. Resource Summary

With this report project managers can easily understand how their resources are used in the project

All the reports are configured to work with both Project 2013 and 2016, and they can also be added to the Enterprise Global in Project Server 2013, Project Server 2016 or Project Online.

If you want to download the reports, you can use this link: TechNet Gallery – Custom Reports for Project 2013 and 2016

I hope you find it useful. I would love to hear your feedback!

 

About Raphael Santos, Microsoft Project MVP

Raphael Santos is a PPM enthusiast, with expertise in providing Microsoft Project, Project Online and Project Server solutions. He has worked in several projects to implement PPM tools, including countries in Latin America (Brazil, Peru and Argentina), in the United States and in Africa. He is also a trainer, with more than 10 years of experience in teaching users on how to use Project Management tools in a more productive way. In 2016, Raphael was awarded with the MVP title by Microsoft, in recognition to his contributions in the Project Management community.

About Sensei Project Solutions

Sensei Project Solutions, a Finalist for the 2017 Microsoft Project and Portfolio Management (PPM) Partner of the Year, focuses on bringing Instant Productivity to your team. Our mission is to help individuals and organizations be more productive so that they can achieve their greatest potential. As a Gold certified Microsoft Partner and Registered Education Provider (R.E.P.) with the Project Management Institute (PMI®), Sensei offers a complete set of services and products for a successful Microsoft PPM deployment. Our guiding principles for Proactive PPM follow best practices and industry standards aligned with the Project Management Institute (PMI) and Gartner, enabling organizations to manage resource demand, obtain business intelligence that facilitates better decision making, increase business effectiveness by easily connecting people, and become self-sufficient with PPM processes and solutions. In short, Sensei helps organizations achieve Instant Productivity.

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