Creating a monthly task completion report in MS Project Pro

Contents:

1. Adding a custom column to highlight the tasks of the current period  in MS Project Pro
2. Adding a filter to highlight the tasks of the current period in MS Project Pro
3. Creating a report on tasks for the current period in MS Project Pro
4. Chat

Adding a custom column to filter the tasks of the current month in MS Project Pro

Create a custom column to create a report and a filter for highlighting outstanding tasks of the current month.

Steps to add a custom column to filter the tasks of the current month in MS Project Pro:

1. Click the "Project" item in the top menu.
2. Click the "Custom Fields" button in the "Properties" block.
3. Click the "Task" box in the "Field" block.
4. Select the "Flag" in the "Type:" field.
5. Select en empty field in the list.
6. Click the "Rename..." button.
7. Enter the field name in the "Rename Field" window. (For example "Current period")
8. Click the "Formula ..." button in the "Custom attributes" block.
9. Enter the formula: "IIf((Val(DatePart("yyyy";[Start])*100+DatePart("m";[Start]))>Val(DatePart("yyyy";Now())*100+DatePart("m";Now())));False;True)"
10. Click the "Use formula" box in the "Calculation for task and group summary rows" block.
11. Click the "Ok" buttom.

Adding filtering for outstanding tasks of the current month in MS Project Pro

Create a filter to highlight outstanding tasks for the current month. And also filter out tasks with deviations by finish date and by cost.

Steps to add a filter to highlight the tasks of the current month in MS Project Pro:

1. Add the "Responsible" costum colum. (Read more "Assigning responsible persons to tasks in MS Project Pro")
2. Click "View" the item in the top menu.
3. Open the "Filter" field in the "Data" block.
4. Click the "More Filters ..." button.
5. Click the "New ..." button.
6. Enter the name in the "Name:" field. (For example "Current task").
7. Click the "Show in menu" box.
8. Select the "Current period" in the "Field Name" column. (Read more "Adding a custom column to highlight the tasks of the current period  in MS Project Pro")
9. Set the "equal" in the "Test" field.
10. Set the "Yes" in the "Value(s)" field.
11. Add a new row below.
12. Set a "And" in the "And/Or" field on the bottom field.
13. Add a new row below.
14. Select the "% Complete" in the "Field Name" column.
15. Set the "does not equal" in the "Test" field.
16. Set the "100%" in the "Value(s)" field.
17. Add a new row below.
18. Set a "Or" in the "And/Or" field.
19. Select the "% product" in the "Field Name" column.
20. Set the "does not equal" in the "Test" field.
21. Set the "100" in the "Value(s)" field.
22. Add a new row below.
23. Set a "And" in the "And/Or" field on the bottom field.
24. Add a new row below.
25. Select the "Finish Variance" in the "Field Name" column.
26. Set the "equal" in the "Test" field.
27. Set the "0" in the "Value(s)" field.
28. Add a new row below.
29. Set a "Or" in the "And/Or" field.
30. Select the "Cost Variance" in the "Field Name" column.
31. Set the "equal" in the "Test" field.
32. Set the "0" in the "Value(s)" field.
33. Click the "Ok" button.

Creating a monthly task completion report in MS Project Pro

Steps to add a table to a report on tasks for the current month 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 "Table" button in the "Insert" block.
5. Click the "Table Desigen" item in the top menu.
6. Click the "Table Date" button in the "Show/Hide" group.
7. Select the "Task" in the "Field List" block.
8. Click on the required fields in the "Select Field" box. Select fields: "Name", "Critical", "% Complete", "% product", "Cost Variance", "Finish Variance" and "Resource Names".
9. Choose the "Current task" in the "Filter" field.
10. Set the "All Subtasks" in the "Outline Level" field.
11. Click the "Show Hierarchy" box.
12. Customize the table layout in the report. (Read more "Customize the table in the report in MS Project Pro")