Summarizing with Overview Reports

The Overview reports are well-suited for executives and upper management who need more generalized project information and status. The Overview reports provide summary project information at a glance.

To see the available Overview reports, follow these steps:

1 Click View, Reports.

2 In the Reports dialog box, click Overview and then click Select. The Overview Reports dialog box appears (see Figure 12-8).

Figure 12-8. The Overview Reports dialog box shows the available summary reports.

3 Double-click the report you want. A preview of the report appears, showing how the report will look when printed.

Using the Project Summary Report

The Project Summary report focuses on the most important information in the project plan and is particularly useful to upper management because of its concise presentation of overall project data.

The information in the Project Summary report is the same as that available in the Project Statistics dialog box. It includes a high-level summary of rolled-up dates, duration, work, costs, work and resource status, and notes (see Figure 12-9). The format is designed for easy comparison of baseline (planned) versus actual data.

Figure 12-9. The Project Summary report shows overall project duration, dates, and cost.

The header of this report shows the company name, the project title, the date produced, and the project manager's name. The source of this header information is the properties data entered for the project.

Tip Enter project properties

To enter project properties, click File, Properties. Complete the information on the Summary tab.

Using the Top-Level Tasks Report

The Top-Level Tasks report presents information about the project plan's summary tasks. It displays the results of the top summary tasks, rolling up all the data from any subtasks. This is most useful for organizations that are clearly divided into functional groups. If each group has its own section at the same level in the project plan, the Top-Level Tasks report quickly shows the status of each group's efforts (see Figure 12-10).

Figure 12-10. The Top-Level Tasks report shows summary task information.

The Top-Level Tasks report is based on the Summary table for tasks, with the Top Level Tasks filter applied. The report includes the top-level summary tasks and their rolled-up durations, start and finish dates, percentage complete, cost, and work.

Note If you have applied the project summary task, that's the only task that will show in this report. To hide the project summary task, click Tools, Options and then click the View tab. Clear the Show Project Summary Task check box. Generate the report again. Then show the project summary task again.

For more information about summary tasks and subtasks, see "Organizing Tasks into an Outline" on page 86.

Using the Critical Tasks Report

The Critical Tasks report filters your project information to show only those tasks that are most likely to affect the project finish date; that is, critical tasks. In addition to displaying task notes, this report provides a subtable containing successor task information under each task, c which shows the other tasks that will be affected by progress on the critical task.

h r Because task information is always changing, it's a good idea to print the Critical Tasks report

2 very shortly before presenting it for review. For example, on the day of the report's presenta tion, a predecessor task to a critical task might finish early, thus allowing the critical task to start earlier and no longer be critical. This report also lists any summary tasks to the critical tasks and any indicators from the Task Entry view (see Figure 12-11).

Project Management Made Easy

Project Management Made Easy

What you need to know about… Project Management Made Easy! Project management consists of more than just a large building project and can encompass small projects as well. No matter what the size of your project, you need to have some sort of project management. How you manage your project has everything to do with its outcome.

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