custom report

B

BorisS

Sorry if this will be confusing in explanation, but here is what I need:

I need a report that shows the following (sorted in order up to column 4):

Text1 Level 1 Task Name Start Date End Date
(Estimated) Resource Notes

In case the formatting above does not show clearly, there are 6 columns to
the report. Basic definition:

I work with several operating companies in my business (investment). I
oversee several different ongoing projects within each of the companies.
With the assistance of a macro provided by Jan back in October (haven't
revisited the topic since getting frustrated with getting this report done
back then) I now have, in Text1, the name of each of the companies.
Specifically, the way the project is set up is:

Level 0 = Company Name
Level 1 = Project Name
Level 2-x = task and subtasks

I am looking to produce a report, which will basically show me, by company,
what major projects I have going on there, which tasks are at what stage
(based on start and end dates), and who within the companies I have assigned
to work on these projects.

The reason I had to make the Text 1 field equivalent to Level 0 is because
for every task, I need to know which company it refers to. I have several
companies, for example, where there is a "Systems Review" project/task. When
I see this report, I have to be able to tell which company I am specifically
talking about in looking at the task line.

Hope this makes sense. Any detailed help (and unfortunately I am an Excel
whiz, Word half-whiz, and Project idiot) on how to get this set up and
working would be greatly appreciated. Again, to the extent the Text1 field
helps in getting the report to show what I've described, that part has been
solved (in other words, I know how to get the company name into the Text1
field and it's there for the use in a report).
 
B

BorisS

Sorry, original message should have noted seven (7) columns in the header of
the report, not 6. Thanks.
 
J

Jan De Messemaeker

Hi Boris,

(a) I know next to nothing about Project's reports. I doedcided I don't like
them, I print from views.
(b) Dop you have a column Level1 as well? I honestly do not remember my
macro. is it in Text2?
I'll suppose so.
Try this
Draw the Split bar to the right such that you will only print characters and
figures
View, Table, More Tables, New, give a name, define columns as follows
Text1
Text2
Name
Start
Finish
Resource Names
Notes

OK, Apply
Adjust column witdth as appropriate.

Project, Sort, Sort by...
Name
Start
And verify "Keep Outline Structure" is on

Tell me what's wrong.

HTH
 
B

BorisS

Jan, you come through again. Thanks so much. You are right. That is a very
simple way (especially with an autofilter applied so that I can limit to
resources and/or company names - text 1) and that is what makes it great.
 

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