Creating a budget and work report in MS Project Pro

Contents:

1. Creating a budget and work report in MS Project Pro
2. Chat

Creating a budget and work report report in MS Project Pro

To analyze the load of specialists of a company or department, you can create a report in MS Project Pro. In the report, we compare the budget work and work of the project by period.

Steps to add a chart to a budget and work 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 "Tasks" 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 "Querters" 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: "Basline Budget Work", "Budget Work" and "Work"
7. Select the "All Tasks" filter in the "Filter" field.
8. Set the outline level in the "Outline Level" field.

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.