Advance Report Builder Files

Monthly Project Allocation by Resource Type

John Filicetti — Wed, 15 Oct 2008 20:37:35 GMT

This report can be modified to include additional other fields. To use, open the file

Press Ctrl and a (select all) to select all information in the file
Press Ctrl and c (copy) to copy the file to clipboard
Open Advanced Report Builder and select Blank Report
Click on Tools Open Report From Clipboard
You will need to associate your report file with this report by clicking on File, Report Package
You should now see the report and you can run it
Once the report runs, you can click on File, Save As and name the report the same as the file name (don't put in .txt)

Project Schedule Outline View (FAST)

christulino — Tue, 05 Aug 2008 20:17:00 GMT

This is a rewrite of Project Schedule Outline View, but FAST and with a summary table at the top (that was John Filicetti's idea). This report was a difficult one to get just right, and the database is doing most of the work. The query section is really ugly, but it runs in a resonable amount of time and makes a great meeting handout. Let me know if it is useful and what changes you made to make it work well at your organization.

This report produces a view very similar to the Task Outline View available in a Daptiv project. However, this view is more easily printable or sharable through PDF. This report is the basis for a nice, landscape printable view of your project plans that you can share at face to face meetings or email as a PDF.

To use, open the file

Press Ctrl and a (select all) to select all information in the file
Press Ctrl and c (copy) to copy the file to clipboard
Open Advanced Report Builder and select Blank Report
Click on Tools Open Report From Clipboard
You will need to associate your report file with this report by clicking on File, Report Package
You should now see the report and you can run it
Once the report runs, you can click on File, Save As and name the report the same as the file name (don't put in .txt)

Baseline Variance with Planned Cost & Revenue

Charl Morkel — Mon, 04 Aug 2008 04:36:58 GMT

This is a modification to the Baseline Variance with the addition of a Planned Cost (using task internal billing rate) & Planned Revenue (using task external billing rate) columns. This is especially useful for organisations who need to use Baseline info for invoicing and/or are affected by the fact that Planned Work will match Actual Work if Actual Work exceeds it.

Project and Schedule Detail Status Report

John Filicetti — Mon, 14 Jul 2008 23:32:20 GMT

This is a great status report at the project/schedule level. More cosmetics can be added.

To use, open the file

Press Ctrl and a (select all) to select all information in the file
Press Ctrl and c (copy) to copy the file to clipboard
Open Advanced Report Builder and select Blank Report
Click on Tools Open Report From Clipboard
You will need to associate your report file with this report by clicking on File, Report Package
You should now see the report and you can run it
Once the report runs, you can click on File, Save As and name the report the same as the file name (don't put in .txt)

Earned Value Master Chart for ARB

John Filicetti — Mon, 14 Jul 2008 15:46:31 GMT

This chart gives the detail by status update and EV metrics for all but fixed costs. Fixed costs can be added as additional fields.

To use, open the file

Press Ctrl and a (select all) to select all information in the file
Press Ctrl and c (copy) to copy the file to clipboard
Open Advanced Report Builder and select Blank Report
Click on Tools Open Report From Clipboard
You will need to associate your report file with this report by clicking on File, Report Package
You should now see the report and you can run it
Once the report runs, you can click on File, Save As and name the report the same as the file name (don't put in .txt)

Generic Weekly Status Report - Updated with Issues on 6/25/08!

John Filicetti — Mon, 09 Jun 2008 18:07:40 GMT

A good report to communicate weekly project status. Use for all your projects to reclaim the time PMs are currently spending reporting status.

This report can be modified to include additional profile, status, or other fields from native or dynamic applications. To use, open the file

Press Ctrl and a (select all) to select all information in the file
Press Ctrl and c (copy) to copy the file to clipboard
Open Advanced Report Builder and select Blank Report
Click on Tools Open Report From Clipboard
You will need to associate your report file with this report by clicking on File, Report Package
You should now see the report and you can run it
Once the report runs, you can click on File, Save As and name the report the same as the file name (don't put in .txt)

Resource/Project Variance Report

John Filicetti — Mon, 02 Jun 2008 19:52:28 GMT

A good report to see all assignments by a resource across all projects.

To use, open the file

Press Ctrl and a (select all) to select all information in the file
Press Ctrl and c (copy) to copy the file to clipboard
Open Advanced Report Builder and select Blank Report
Click on Tools Open Report From Clipboard
You will need to associate your report file with this report by clicking on File, Report Package
You should now see the report and you can run it
Once the report runs, you can click on File, Save As and name the report the same as the file name (don't put in .txt)

Project Schedule Outline View

christulino — Tue, 25 Mar 2008 16:51:55 GMT

To use, open the file

Press Ctrl and a (select all) to select all information in the file
Press Ctrl and c (copy) to copy the file to clipboard
Open Advanced Report Builder and select Blank Report
Click on Tools Open Report From Clipboard
You will need to associate your report file with this report by clicking on File, Report Package
You should now see the report and you can run it
Once the report runs, you can click on File, Save As and name the report the same as the file name (don't put in .txt)

Resource Role Variance Report - Updated 5/13/08

John Filicetti — Tue, 12 Feb 2008 16:41:02 GMT

To use, open the file

Press Ctrl and a (select all) to select all information in the file
Press Ctrl and c (copy) to copy the file to clipboard
Open Advanced Report Builder and select Blank Report
Click on Tools Open Report From Clipboard
You will need to associate your report file with this report by clicking on File, Report Package
You should now see the report and you can run it
Once the report runs, you can click on File, Save As and name the report the same as the file name (don't put in .txt)

Resource Variance Report

John Filicetti — Tue, 12 Feb 2008 16:36:23 GMT

To use, open the file

Press Ctrl and a (select all) to select all information in the file
Press Ctrl and c (copy) to copy the file to clipboard
Open Advanced Report Builder and select Blank Report
Click on Tools Open Report From Clipboard
You will need to associate your report file with this report by clicking on File, Report Package
You should now see the report and you can run it
Once the report runs, you can click on File, Save As and name the report the same as the file name (don't put in .txt)