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Mastering Microsoft Project Graphical Reports

Mastering Microsoft Project Graphical Reports

1h 28mIntermediate2016-08-17

Authors

Bonnie Biafore

Bonnie Biafore

PMP, Trainer, Best-Selling Author

John Riopel

John Riopel

Program and Project Manager

Course details

Reports are key to keeping projects on track and communicating with team members. But it's much easier to understand the data with visual aids like charts and graphs. Fortunately, Microsoft Project has many powerful data visualization tools built right in. Follow along with project management expert John Riopel as he shares his tips for creating graphical reports in Microsoft Project. He walks through building a team status report, a report to deliver to executive stakeholders, a project management report center, and a project performance dashboard. Building these examples will teach you how to master the built-in reports in Microsoft Project and develop more customized reports with the Report Designer tool.

Learning objectives
Identify three tools available with Microsoft Project.
Summarize how to change the fields within chart elements.
Explain how to build a phases and milestones report.
Determine which chart style would be most effective for displaying a particular report.
Recall how to add a baseline cost to a cost overview chart.
Explain how to create a single file where you can view reports across all active projects in a single dashboard view.

Skills covered

Microsoft ProjectProject Management SoftwareProjectProject ManagementBusiness Software and ToolsMicrosoft

Concepts

0. Introduction

  • 01 - Welcome
  • 02 - Project scenario
  • 03 - What you need to know
  • 04 - Using the exercise files

1. Building Team Overview Reports

  • 05 - Working with the Report Designer
  • 06 - Working with Report objects
  • 07 - Editing an existing template
  • 08 - Displaying task burndown in a graph
  • 09 - Building a resource report
  • 10 - Formatting a table
  • 11 - Adding elements to a graph
  • 12 - Building a team member report

2. Constructing Executive Management Reports

  • 13 - Building a Phases and Milestones report
  • 14 - Inserting a chart
  • 15 - Formatting graph components and data labels
  • 16 - Building a Cost Overview report
  • 17 - Displaying progress vs. cost in a graph
  • 18 - Switching from Task to Resource fields

3. Developing a Report Center and Dashboard

  • 19 - Enhancing the Report Center report
  • 20 - Adding text boxes for navigation
  • 21 - Working with a multiproject file
  • 22 - Creating a milestone dashboard
  • 23 - Analyzing critical tasks across projects

Conclusion

  • 24 - Next steps

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