Report View

The Report View shows how your resources are deployed in your project, displaying:

A list of all elements that have resources allocated to them, and the type of each element
The resource allocated, and the role played by that resource
The start and end dates of the allocation
The time allocated, expected and expended
The percentage completion of the allocation
 

You can tailor the displayed information by:

Hiding columns of information
Grouping types of information
Filtering the data by status
Filtering the data by start date or end date
Filtering any column to show only a specific value
 

Having displayed the information you require, you can print it.

Access   Project | Project Gantt View > Report View

Report View Options

Option

Action

See also

Run the report

Click on the first icon in the Report View toolbar (the rotating arrows).

The report results display.

If you have the report open for a while, you can update the information; either:

Run the report again or
Right-click on the content and select the Refresh context menu option

 

 

Adjust column headings

Drag and drop column headings into the sequence you require.

Right-click on the column headings and select the Field Chooser context menu option, to add or remove columns using the Field Chooser dialog.

 

 

 

 

 

 

 

List Header

 

Group entries by column heading

Right-click on the column headings and select the Enable Group Box context menu option, to cluster the report information according to your preferred hierarchy of column headings.

 

Filter columns

Either:

Click on the third toolbar icon from the right (the spy glass), or
Right-click on the column headings and select the Toggle Filter Bar context menu option
 

The filter field displays at the top of every column.

Type in whatever text string you require in the appropriate column to filter the report to show only entries containing that text string in that column.

 

Filter by degree of completion

In the first field in the toolbar, click on the drop-down arrow and select one of the following values:

All - Display all entries regardless of degree of completion
Completed - Display only those entries where the allocation is 100% completed
Above cut-off - Display only those entries that are more than a certain percentage complete
Below cut-off - Display only those entries that are less than a certain percentage complete
 

In the second field in the toolbar, either type a threshold value or increment to the value using the up/down arrows, to set the percentage completion for the Above/Below cut-off options.

 

 

Filter according to start/end date

Click on the fourth toolbar icon from the right (the funnel).

The Resource Filters dialog displays.

In the Start Date and/or End Date field, click on the drop-down arrow and select the appropriate qualifier:

After
Before
Equal To
Not Equals
 

In the date fields, click on the checkbox to activate the fields and either type in the day, month and year or click on the drop-down arrow to select the date from a calendar.

The fields have an AND relationship; an entry must satisfy both date criteria before it is displayed.

 

 

Display the properties of the element to which the resource is assigned

 

Right-click on the entry and select the Show Element Properties context menu option.

The Properties dialog for the element displays.

Properties Dialog

Display the resource allocation details

Right-click on the entry and select the Show Task Properties context menu option.

The Assigned Resources dialog displays.

Resource Allocation

The Project Management Window

 

Display the Resource Allocation records for the element

Right-click on the entry and select either of the context menu options:

Show Element Project Management Window (if the window is closed or hidden)
Find Task in Element Project Management Window (if the window is visible but showing the details of another element)
 

The Project Management window displays at the Resource Allocation tab, with the details of the selected entry shown in the fields and the other resource allocations for the element listed in the left-hand panel.

You can edit the details and, if necessary, change the resource allocated to the element.

 

 

 

 

Resource Allocation

The Project Management Window

Locate the element in the Project Browser

Right-click on the entry and select the Find in Project Browser context menu option.

The area of the Project Browser containing the element is brought into focus and expanded, and the element is highlighted.

 

 

Print the report

Either:

Click on the second toolbar icon from the right (the printer) or
Right-click on an entry in the report and select the Print context menu option
 

The Print dialog displays, on which you specify the printer to use and the characteristics of the print job.

 

 

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