pc232 joined project in 2010 team owns virtually all client ui and data access

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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