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Summary reporting vs. Detailed reporting

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  • #4937 Reply
    I need to create and maintain a fully resource-loaded MS Project schedule at a detailed level (say planned down to 6 levels), but report with summary information at a less-detailed level (say at level 3, with level 3 containing summary data, down to the individual resource, entered for % complete, work, etc, at the most detailed level).  I don’t have Project Server, although I wonder if that would help.
    I can do this manually by extracting out to Excel, subtotaling there, then copying in to a (separately maintained) MS Project schedule, but that is labor-intensive.  It seems that if it can be done manually with routine procedures, it can be done automatically.
    Has anyone else done this, either with Project or Project Server?
    #6265 Reply
    I can try to help but I don’t have enough information to know what you are trying to do.  If you want to send me the plan or a sample I can take a look…

    Hope that helps…Larry
    #6266 Reply
    I took a look at a sample Christine provided and was unable to solve her problem using out of the box functions.  I do think that someone might be able to create a macro for this but that isn’t something I know well enough.  I hope someone else is willing and able to help Christine out.
    Larry Christofaro
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