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Microsoft Project 2010 : Formatting and Sharing Your Plan (part 6) - Customizing and Printing Reports

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5/13/2013 4:03:50 AM

6. Customizing and Printing Reports

Reports are intended for printing Project data. Unlike views, which you can either print or work with on the screen, reports are designed only for printing or for viewing in the Print Preview window. You do not enter data directly into a report. Project includes several predefined task, resource, and assignment reports that you can edit to obtain the information you want.

You can customize the way you print both views and reports; however, Project has few options for formatting reports. When printing, many of the same options exist for both views and reports, as well as some specific options unique to views or reports.

In this exercise, you view reports in the Print Preview window and then edit their formats to include additional information.

  1. On the Project tab, in the Reports group, click Reports.

    Tip

    The Reports dialog box appears, showing the categories of reports available.

    Tip
  2. Click Overview, and then click Select.

    Tip

    The Overview Reports dialog box appears, listing the five predefined reports in Project that provide project-wide overview information.

  3. In the Overview Reports dialog box, click Project Summary, and then click Select.

    Tip

    Project displays the print preview of the report in Backstage view.

    Tip

    This report is a handy summary of the project plan’s tasks, resources, costs, and current status. You could use this report, for example, as a recurring status report that you share with the clients or other stakeholders of the project.

    Depending on your screen resolution, the text in the report might not be readable when you view a full page.

  4. In the Print Preview window, click the upper half of the page with the mouse pointer.

    Project zooms in to show the page at a legible resolution.

    Tip

    At this point in the project life cycle, the most pertinent pieces of information in the report are the planned start and finish dates and the total cost. If any of these values did not fit within the expectations of the project sponsor or other stakeholders, now would be a good time to find out this information.

  5. On the Project tab, in the Reports group, click Reports.

    The Print Preview window closes, and the Reports dialog box reappears.

    Next, you will preview and edit a different report. For a small, simple project such as the new book launch, a report is a simple way to communicate assignments to the resources involved. To do this, you will work with the Who Does What When report.

  6. Click Assignments, and then click Select.

    Tip

    The Assignment Reports dialog box appears, listing four predefined reports in Project that provide resource assignment information.

  7. In the Assignment Reports dialog box, click Who Does What When, and then click Select.

    Tip

    Project displays the multiple pages of the Who Does What When report in the Print Preview window.

    Tip
  8. Click One Page.

    Tip

    One Page

    The first page of the report appears in the Print Preview window; if it is not legible on your screen, click the upper half of the page with the mouse pointer to zoom in.

    Tip

    To conclude this exercise, you will reformat the project name as it appears in the report title.

  9. Click Page Setup at the bottom of the controls in the print preview.

    The Page Setup dialog box appears. This time, it shows the options that you can adjust when working with this report.

  10. Click the Header tab.

    Tip

    In the upper portion of the tab, you see the preview of the report’s header. Below that, you can see the codes that make up the header text. These codes include the project title and manager name.

  11. In the Center tab, select the text &[Project Title] and then click Format Text Font.

    Tip

    Format Text Font

    The Font dialog box appears.

  12. Under Font Style, click Bold, and under Size, click 14. Click OK.

    The customized report header appears in the Page Setup dialog box.

    Tip
  13. Click OK to close the Page Setup dialog box.

    The reformatted project name appears in the Print Preview window.

    Tip
  14. Click the Task tab to return to the Gantt Chart view.

    You can change the headers and footers of views in the same way you change them in reports. Keep in mind that changes made to the page setup of any view or report apply only to that view or report. However, the general method used to customize the page setup is the same for any report or view.

 
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- Microsoft Project 2010 : Formatting and Sharing Your Plan (part 5) - Printing Views
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