Creating a resource leveling report in MS Project Pro

Contents:

1. Creating the filter for work resources by the RBS in MS Project Pro
2. Creating a resource leveling report in MS Project Pro
3. Chat

Creating the filter for work resources by the RBS in MS Project Pro

Let's create a filter that will select all work resources of the same group by field

Steps the create a new filter in MS Project Pro:

1. Click "View" the item in the top menu.
2. Open the "Filter" field in the "Data" block.
3. Click the "More Filters ..." button.
4. Set the "Resource" box in the "Filters:" block.
5. Click the "New ..." button.

Steps to describe the filter in MS Project Pro:

• Enter the name in the "Name:" field. For example: "RBS - Work ..."
• Click the "Show in menu" box.
• Select the "Type" in the "Field Name" column.
• Select the "equals" in the "Test" column.
• Seletc the "Work" in the "" column.
•  
• Set the condition for selecting field values in the "Test" field.
• Set value to compare with field values in the "Value(s)" field. You can set a different field name for comparison.
• Set a logical relationship between filter rows in the "And/Or" field.
• If you want to cut the filter row, select it and click the "Cut Row" button.
• If you want to copy the filter row, select it and click the "Copy Row" button.
• If you want to paste the copied filter row, stand on the previous the row and click the "Paste Row" button.
• If you want to insert a new filter row, click the "Insert Row" button.
• If you want to delete the filter row, select it and click the "Delete Row" button.
• If you want to show or hide summary tasks regardless of the filter by clicking the "Show related summary rows" box.
• Click the "Ok" button.

Creating a resource leveling report in MS Project Pro

Steps to add a chart to a report in MS Project Pro:

1. Click the "Report" item in the top menu.
2. Create the report.
3. Click the "Report Design" item in the top menu.
4. Click the "Chart" button in the "Insert" block.
5. Set the report name.

Steps to customize the chart data:

1. Click the "Chart Desigen" item in the top menu.
2. Click the "Chart Date" button in the "Show/Hide" group.
3. Select the "Resources" in the "Field List" block. 
4. Select the "Time" in the "Select Category" field.
5. Click the "Edit" buttom. Set the time period format:
   1. Set the "Weeks" in the "Units:" field. 
   2. Set period start date in the "Start:" field.
   3. Set period end date in the "Finish:" field.
   4. Click the "Ok" button.
6. Click on the required fields in the "Select Field" box. Select fields: "Work", "Remaining Availability", "Work Availability" and "Overallocation"
7. Select the "RBS - Work ..." filter in the "Filter" field. (Read more "Creating the filter for work resources by the RBS in MS Project Pro")

For customize the chart in the report in MS Project Pro select the chart: (Read more "Customize the chart in the report in MS Project Pro")

Block "Chart Layouts"

• Add Chart Element - You can add chart elements: "Axes", "Axes Title", "Chart Title", "Date Label", "Date Table", "Error Bar", "Gridlines", "Legend", "Lines", "Trendline", "Up/Down Bar". The list of elements depends on the type of chart
• Quick Layout - You can use templates with set elements.

Block "Chart Style"

• Change Colors. You can choose a set of color templates click the "Change Colors" button and choose the color template.
• Select a chart style, click the "Chart Style" block.

Block "Change Chart Type"

• You can change the chart type. Click the "Change Chart Type" button and select the chart type.