
Course Overview
The Project Analysing and Reporting course is aimed at those who want to analyse project data including costs, format & create printable Gantt charts, create custom fields, tables, views and reports, as well as export data into Microsoft Excel or Visio.
Detailed Course Content
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Project Settings
- Add resource costs
- Add task costs
- Add planned fixed costs
- Add actual costs
Highlight Data
- Highlight using a predefined filter
- Highlight tasks within a date range
- Highlight tasks by resource
Custom Filters
- Create a custom filter
- Apply a custom filter
- Edit a custom filter
Organising Tasks
- Group tasks
- Sort tasks
- AutoFilter tasks
Using the Timescale
- Change time periods
- Modifying tiers
- Format non-working time
Format the Gantt Chart
- Change text styles
- Add gridlines and progress lines
- Work with progress lines
- Format Gantt bars
- Add bar text
Custom Fields
- Create custom fields
- Insert custom fields
- Create a formula field
- Modify a formula
- Create a graphical indicator field
- Create a lookup field
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WBS Codes
- View WBS Codes
- Create WBS Codes
- Renumber WBS Codes
- Edit custom WBS codes
Custom Tables
- Create a new table
- Add fields to a table
- Format a table field
- Use a custom table
Custom Views
- Create a single custom view
- Create a combination custom view
- Save current view
- Use custom view
Visual Reports
- Create an Excel visual report
- Create a Visio visual report
- Save a visual report as a template
Built-in project reports
- View dashboard reports
- View resource reports
- View cost reports
- View In Progress reports
Custom Reports
- Create a custom report
- Report page layout
- Insert a table
- Insert a chart
- Save a custom report
Working with the Organiser
- View the organiser
- Copy customisations to other projects
- Delete customisation from the global template
Printable course information
View Availability
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Pre-requisites
- Good knowledge of Microsoft Project and/or project management concepts
- Alternatively, completion of Project Essentials training course
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