How do I create a report in Project Professional 2016 with Tasks and Resources data combined?

Answer 1

Combining tasks and resources data into a single report in Microsoft Project Professional 2016 can provide valuable insights into project progress, resource allocation, and overall performance. Following these steps and best practices will help you create comprehensive reports in Microsoft Project Professional 2016 that combine tasks and resources data effectively, enabling better decision-making and project management.

Here's a step-by-step guide along with some best practices:

1. Open your project in Microsoft Project Professional 2016:
2. Launch Microsoft Project Professional 2016.
3. Open the project file you want to generate the report for.
4. Navigate to the "Report" Tab:
5. Once your project is open, navigate to the "Report" tab located on the ribbon at the top of the application window.
6. Select "Visual Reports":
7. Within the "Report" tab, you'll find the "Visual Reports" option. Click on it to begin creating your customized report.
8. Choose a Template:
9. In the "Visual Reports" dialog box, you'll see various report templates categorized by types such as Resource Overview, Resource Cost, Task Overview, Task Usage, etc.
10. Select a template that includes both task and resource data. For example, "Task Usage" or "Resource Usage" could be good starting points.
11. Customize Report Settings:
12. After selecting a template, click on the "Modify" button to customize the report settings according to your preferences.
13. Here, you can choose which fields you want to include in your report, adjust the time frame, select specific resources or tasks, and apply filters to focus on relevant data.
14. Choose Data to Include:
15. In the "Field Picker" dialog box, you can select the fields you want to include in your report. Ensure that you choose fields related to both tasks and resources to combine their data effectively.
16. Common fields to include for tasks might include Task Name, Start Date, End Date, Duration, % Complete, etc. For resources, fields like Resource Name, Work, Cost, etc., are often valuable.
17. Finalize and Generate the Report:
18. Once you've customized the report settings and selected the desired fields, click "OK" to finalize your selections.
19. After confirming your settings, click on the "View" button to generate the report.
20. Review and Analyze the Report:
21. The report will be generated based on your selected criteria and will display a visual representation of both task and resource data combined.
22. Take the time to review the report thoroughly, analyze the information presented, and identify any insights or areas that require attention.
23. You can further customize the report or save it for future reference by clicking on the appropriate options in the report view.
24. Share the Report:
25. Once you're satisfied with the report, you can share it with stakeholders, team members, or other relevant parties to communicate project progress, resource utilization, and any other key metrics.
26. Regularly Update and Refine the Report:
27. As your project progresses, make it a habit to regularly update and refine your report to ensure it accurately reflects the current status and performance.
28. Adjust the report settings, data filters, or visualizations as needed to accommodate changes in project dynamics.