Loading...
Quick Links

Tasks by Week Report

What I would really like to see is a report that would show me all tasks that are due by week. When I use the date range filter, I am getting too many tasks. How could I create this report?

I like this question because it is something many users would like and have been looking for. There is a little used option in grouping called intervals that could help you with this request. Here’s how to use it:

Create a group called “Tasks by Week”

  1. Project | Group by | More Groups | New.
  2. Name: Tasks by Week, Group by: Finish, Select a color | Define Group Intervals.
  3. In the Define Group Interval form: Group on | Weeks, Group Interval 1 for every week.
  4. Click OK to close the Define Interval form. Click OK to close and save the Group Definition.
  5. To test: Click on the Task by Week Group | Click Apply.

Another option: If you would like the tasks grouped by week by resource, add Resource Name as a secondary grouping next to “Then by”

Tasks by Week Report

Below is an example of the result. You can expand and contract each week to show the detail. Using the Show button on the formatting toolbar and selecting level 1 will expand and contact all the groups at once. This grouping may now be applied to any task report or view.

Tasks by Week Report

Using Define Group Interval opens up many options and possibilities for creative reporting. Define Interval isn’t available for all fields in the database. Try date field or a number field (such as duration, priority, % complete, cost, etc.) as well as custom fields including text fields among others. Resource grouping is also available.

Note: The group you created exists in the one project that it was created in. To allow the grouping to be available in other project schedules, copy the object through the organizer: Tools | Organizer | Groups | select the object on the right and copy it to the left.

Share This Post
7 Comments
  1. no comment, just signing up for the newsletter.

    Thanks

    Reply
  2. Ok, I follow this instructions. Can I then report off of what tasks will finish in a week? Like I could find out how many tasks will be closing by x week (beginning).

    Thank you for your response.
    PN.

    Reply
  3. How do I track tasks in a master project schedule with multiple projects from week to week? I also need to track the tasks that are also critical / critical path. I am using MS-Project 2010. Our organization will not allow us to use MS-Project server or any other item / tool to make the process easier. What can I do within MS-Project 2010 to make it effeciiient to pull project reports?

    Reply
  4. What about doing tasks for every 2 weeks in advanced? Can anyone help asap?

    Reply
  5. Every 2 weeks is not a problem but you will need a customized grouping to make it work.

    View –> Group by –> New Group By
    Enter Group name ie: every other week by Start date
    Group By: Start
    Define Group Interval: Group on – each value is Week
    Group Interval = 2 (for every other week)
    OK to close.

    Copy this grouping into your local Global.mpt to have it be available to all projects. You might also create one based on finish date as well.

    I hope this helps.

    Reply
  6. Hello, I am trying to get a report that tells me what a resource should be working on during the week. Understanding that there is an overlap in duration for tasks using the same resource and often tasks are re-prioritized.

    Reply
  7. No sure what information needs to be on the report but look at the resource usage and view it at the per day level. you will see a schedule for each resource per day.

    If you want a higher level you can view the Gantt chart, add any columns of data you want, group the view on the start column (per week) and the filter using the resource column on a particular resource.

    Hope this helps.

    Reply

Leave a Reply

Your email address will not be published.

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <s> <strike> <strong>

Please complete this equation so we know you’re not a robot. *

Thanks for submitting your comment!
You must be logged in to comment.