pc232 joined project in 2010 team owns virtually all client ui and data access
TRANSCRIPT
Anaheim, CA | February 2-5, 2014
Phil AllenSenior Dev Lead Microsoft
Reports that jump off the screen with Microsoft Project desktop
Ben HowardConsultantApplepark Ltd
PC232
Joined Project in 2010
11 years at Microsoft
Owned custom fields, server timeline, and sync to SharePoint individually
Team owns virtually all client UI and data access.
Introducing Phil Allen
Need a picture of Phil
Author of Plain & Simple – Microsoft Project 2013, produced by MSPress
Lead consultant for Applepark Ltd – 12 years of Project and Project Server experience
Online training An Introduction to Microsoft Project
Microsoft MVP for Project - awarded 5 times
Introducing Ben Howard
Occasional grower of a moustache during Movember, occasional blogger at http://www.applepark.co.uk/ben-howard-blog/
• Reporting “through the versions”• Reporting options with Project 2013• Timeline Reports• Introduction to the out of the box reports• Building your own custom reports using the
Reporting Canvas
Agenda
Reporting “through the versions”
• Direct screen grabs• Windows Snipping tool, Alt-PrtSc
• Print a view • Gantt Chart, Team Planner, Timeline view(s), <customer> print view
• Export data to another visualization tool• Visual Reports• Copy Timeline
• Reports tab – provides a reporting canvas• Microsoft defined reports• User defined reports
Reporting options
Note – the “walls of data” reports are deprecated in Project 2013
• Direct screen grabs• Windows Snipping tool, Alt-PrtSc
• Print a view • Gantt Chart, Team Planner, Timeline view(s), <customer> print view
• Export data to another visualization tool• Visual Reports• Copy Timeline
• Reports tab – provides a reporting canvas• Out of the box reports• User defined reports
Our assumptions - Reporting options
Demo
Timeline Reports
Construction and Design Timelines
Timeline after Sync With SharePoint 2013
Timeline after Save to Project Server 2013
Demo
Introduction to the out of the box reports
Demo
Demo
Create a Monthly Highlight Report
Demo
Create a Resource Overview Report
Demo
Create a Task Overview Report
Demo
Bringing it all together - Create a Project Overview Report
Demo
Finishing Touches and Collaboration
• Simple reports are often the most utilised• Strive for visual attractiveness• Provide focus in specific areas
• For deep analysis• Utilise Visual Reports• Utilise Resource and Task Usage views
Best Practices
Best Practice – Check the Project Options
• Introduction to Microsoft Visio: A Swiss Army knife for PMs – Room 204C PC245 2/3 11:15
• Building Stellar Project BI Dashboards with Visio – Room 203B PC222 2/3 5:00
• Real World Reports: Business Intelligence in Project Online and Project Server 2013 – Room 202AB PC248 2/4 10:30
• Business Intelligence infrastructure deep dive in Project Online and Project Server 2013 – Room 204A 2/5 12:00
• Reports that jump off the screen with Microsoft Project desktop – Room 201B PC232 2/4 1:45
Further Resources
The end
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