Report with tasks, hours, resource, cost per task, & total cost

[hk]

I'm a beginner MS Project 2007 user and am having trouble figuring out how to
generate the reports I need.
I'm submitting a project proposal as part of budget request for a project
that hasn't started yet. I just need a report that shows the tasks (including
summary tasks), duration, resource name, cost per task based on duration, and
total cost.
It's important that the entire task description be printed in the report as
well--I've noticed that reports truncate a task name at a certain point. How
can I make sure that the task isn't cut off?
I am not sure if I'll need the task notes in the report yet- it would be
nice to see a version of the report with and without the notes just in case.
Thank you for your help- I'm glad I finally got approval for this software!

 

[Dale Howard [MVP]]

hk --

I recommend you create a new Table and View for your reporting purposes.
Before you do so, you need to display the Project Summary Task (Row 0) to
show the Total Cost for the entire project. To do this, complete the
following steps:

1. Click Tools - Options - View.
2. Select the "Show project summary task" option.
3. Click the OK button.

Second, you will need to create a custom Table to show the columns you want
by completing the following steps:

1. Open the project and then click View - Table - More Tables.
2. Select the Entry table and then click Copy.
3. Give the new Table a name, such as _Proposal Report.
4. Delete the Start, Finish, and Predecessor rows.
5. In the blank row below the Resource Names field, add the Cost field
(this will show the total Cost per task).
6. Click the OK button and then click the Close button.

Third, you will need to create a new View by completing the following steps:

1. Click View - More Views.
2. Click the New button and then click the OK button to create a Single
view.
3. Give the new View a name, such as _Proposal Report.
4. Click the Screen pick list and select the Task Sheet screen.
5. Click the Table pick list and select the _Proposal Report table.
6. Click the Group pick list and select the No Group group.
7. Click the Filter pick list and select the All Tasks filter.
8. Select the "Show in menu" option.
9. Click the OK button and then click the Apply button to see your new
custom View and Table.
10. Widen any columns, as needed.

Lastly, I would recommend that you add a Notes page at the end of your
printout if your client/customer/stakeholder wants to see task Notes. To do
this, complete the following steps:

1. Click File - Page Setup.
2. Click the View tab.
3. Select the Print Notes option.
4. Click the Print Preview button to preview the printout.

If any task names are "cut off" as you describe, you can increase the row
height of those tasks as you would do in Excel, by dragging the bottom edge
of the row header for each task whose name is cut off. Hope this helps.

 

[hk]

Thank you! That's just what I needed.

 

[Dale Howard [MVP]]

hk --

You are more than welcome, my friend!