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Create a reporting view (Project Server 2010)

 

Applies to: Project Server 2010

Topic Last Modified: 2011-04-13

Microsoft Project Server 2010 provides a rich custom reporting environment to support your business intelligence needs. Several default reporting views and templates are included when Project Server 2010 is installed, and site administrators can use those templates as a basis for creating reporting views that meet the unique needs of your organization.

In this article:

Project Server 2010 includes a set of default reporting views that you can use to analyze your project data. The following table describes the default views.

 

Report name Description

Capacity Report

Provides the resource manager with a graphical view of assigned work and remaining capacity by month for a set of resources.

Issues and Risks

Provides a summary of issues and risks.

Exit Status of Resources by Program

Enables the project manager to easily determine which resources are due to exit a set of projects and to determine how much remaining work is assigned to those resources.

Milestones Due This Month

Provides a list of milestones that are due this month for a set of projects.

Timesheet Actuals

Enables the timesheet manager to see what was submitted through timesheets.

Timesheet Audit

Enables the timesheet manager to audit where entries are in the timesheet process.

Workflow Chart Data

Provides a snapshot of how many projects are in the pipeline by stage and phase.

Top Projects Data

Provides a list of the top projects in the portfolio that consume company resources, such as cost or employees.

Workflow Drilldown Data

Offers an in-depth analysis of projects by providing dates when projects enter each stage, project owners, and project health status.

Rejected Projects List

Contains a list of projects that were rejected or canceled during the workflow.

Simple Projects List

Lists all projects that are currently in the pipeline (proposed, continued, rejected, and canceled).

Incomplete Projects Data

Provides a list of all projects that are stuck in the proposal stage because of incomplete information.

You can use the Business Intelligence (BI) Center in Microsoft Project Web App to view the default reporting views.

  1. On the Quick Launch, click Business Intelligence.

  2. On the BI Center Quick Launch, click Sample Reports.

  3. Click the appropriate language folder to view the list of default reporting views.

  4. Click a view name to display that view in Microsoft Excel or Microsoft Visio.

Project Server 2010 comes with several view templates that site administrators can use to build reporting views to meet your organization's needs. The templates provide the connection between Excel and the Project Server reporting database by using Office Data Connections and Excel Services in SharePoint.

  1. On the Quick Launch, click Business Intelligence.

  2. On the BI Center Quick Launch, click Templates.

  3. Click the appropriate language folder to view the list of default templates.

  4. Click a template name to create a custom reporting view by using that template.

  5. Create PivotCharts and PivotTables to display the data in a way that meets your organization's needs.

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