PS7 - Proposals/Activities/Projects Report

C

CQ

I am using Project Server 2007. Is there no report that I can run that gives
me all the current projects and all the proposals? And, then I want another
report that gives me all three (projects, proposals and activities).
 
M

Marc Soester [MVP]

CQ,
there are several ways how you can do this, but the easiest is the Project
Center view which can give you all that information

Depending on what you need, you can also use the Data Analyser to get this
information
Hope this helps
Marc
 
G

Gary L. Chefetz

C

CQ

Thanks for your response. Evidentally, I am missing something basic then.
In Project Center, even if I make a new view with only Project name, Start
and Finish that only comes back with a list of all the active Projects. What
I want it to come back with is a list of all Active Projects and with all of
the proposals that are in the Proposals and Activities list.
 
R

Robert

Did you publish the Proposals and Acitivity Plans?
If you just save them they do not show in the Project Center and only in
thier own section. Publishing they appear in both.
--
Project Consultant

REJ Company

(e-mail address removed)
 
C

CQ

Well, I can't seem to get this to work. I create a Proposal. I publish the
proposal. In the Proposals and Activities screen, it shows as Published.
But, it does not show up in the Project Center at all. Is there a service or
some part of the Project Center view I should have setup? I am using the
default Project Summary view and there is no filter on it so it should show
everything.
 
C

CQ

So, I just got it. There is a view settings option to "show proposals and
activities". This is obvious once you have your view options set to display
so that this is an option - I did not have this and didn't know it existed.
Thanks!
 

Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Top