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”
- Project | Group by | More Groups | New.
- Name: Tasks by Week, Group by: Finish, Select a color | Define Group Intervals.
- In the Define Group Interval form: Group on | Weeks, Group Interval 1 for every week.
- Click OK to close the Define Interval form. Click OK to close and save the Group Definition.
- 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”
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.
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.