The Visual Reports in Microsoft Project 2010

Microsoft Project 2010 contains a number of built in visual reports that are probably used more frequently than the standard reports. The default visual reports are built using Microsoft Excel to create PivotTables and Microsoft Visio to create PivotDiagrams, making it easy for you to manipulate the data or to create your own custom report templates within Project 2010.

Microsoft Project 2010 contains a number of standard text based and visual reports found on the Project Tab in the Reports Group. I have covered the standard reports in another post.

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The Visual Reports included in Microsoft Project 2010 are:

  • Task Summary Reports
    • Critical Tasks Status Report (Visio PivotDiagram, US and Metric) – produces a diagram that displays the work, remaining work and percent complete for both critical and non-critical tasks.
  • Task Usage Reports
    • Cash Flow Report (Excel PivotTable) – displays the costs and cumulative costs in a bar graph using the data from the time phased PivotTable. There is also a Visio based version of this report available in the Resource Usage Reports group below.
  • Resource Summary Reports
    • Resource Remaining Work Report (Excel PivotTable) – produces a column chart showing the work, remaining work and total work for each work resource assigned to the project.
  • Resource Usage Reports
    • Cash Flow Report (Visio PivotDiagram, US and Metric) – produces a diagram that displays the planned and actual costs over time, broken up by resource type, showing work, material and cost information.
    • Resource Availability Report (Visio PivotDiagram, US and Metric) – produces a diagram that displays total capacity, work, and remaining availability for work resources.
    • Resource Cost Summary Report (Excel PivotTable) – produces a pie chart that breaks down resource costs by resource type.
    • Resource Work Availability Report (Excel PivotTable) – produces a column chart showing work availability, work and remaining availability over time. The PivotChart tools allow you to drill down into the individual resources.
    • Resource Work Summary Report (Excel PivotTable) – produces a column chart showing work availability, work, remaining availability and work for each work resource assigned to the project.
  • Assignment Summary Reports
    • Resource Status Report (Visio PivotDiagram, US and Metric) – produces a diagram that displays work and cost values for each of the resources assigned to the project.
    • Task Status Report (Visio PivotDiagram, US and Metric) – produces a diagram that displays work and percent complete for tasks at the highest level in the project outline.
  • Assignment Usage Reports
    • Baseline Cost Report (Excel PivotTable) – produces a column chart that compares baseline costs, planned costs, and actual costs.
    • Baseline Report (Visio PivotDiagram, US and Metric) – produces a diagram that shows baseline and actual work and costs for your project over time. The report also highlights areas of the project where the planned work exceeds the baseline work and the planned cost exceeds the baseline cost.
    • Baseline Work Report (Excel PivotTable) – produces a column chart that compares baseline work, planned work and actual work.
    • Budget Cost Report (Excel PivotTable) – produces a column chart that compares the budget cost, baseline cost, planned cost and actual cost.
    • Budget Work Report (Excel PivotTable) – produces a column chart that compares the budget work, baseline work, planned work and actual work.
    • Earned Value Over Time Report (Excel PivotTable) – uses time phased data to produce a chart that plots actual cost of work performed (ACWP), planned value (PV)/budgeted cost of work scheduled (BCWS), and earned value (EV)/budgeted cost of work performed (BCWP) over time.

Another nice thing that you can do is include report templates from a directory on the main Visual Reports dialog.

9 thoughts on “The Visual Reports in Microsoft Project 2010

  1. One of my colleagues has an issue with MS Project 2010, whening running a Cash Flow Report via Task Usage tab.

    He is unable to view this report and gets following error message :

    “An error occurred and the requested action could not be completed at this time?”

    I have un & reinstalled MS Project 2010 Pro, but still get the above error?. Works fine on my desktop.

    Any thoughts would be appreciated.

  2. Does this colleague have any resources identified as a “Cost” type? I have found that I have to reclassify these resources to “Material” if a Visual Report is needed, From everything I have been able to read this is an MS Project 2010 bug.

  3. Please check any resource assigned in project with special character assigned (like /.\,_) etc

  4. Mathew,
    Great post along with the one on the standard reports. However i only see 10 reports:
    Baseline cost
    Baseline work
    Budgeted cost
    Budgeted work
    Cash flow
    Earned Value over time
    Resource cost summary
    Resource Remaining
    Resrouce Work Availabliity
    Resource work summary

    Are these from a template pack?

    Chris

  5. If a Local Resource is used and you are manually updating hours worked in MS Project 2010, does it store this data in a table somewhere? Also, is there a way to view the SQL the Standard and Visual reports generates?

  6. I am trying to produce a report from MS Office 2010 that displays the unit assignment (percentage) , resource name, task and start/end dates. I cannot see how to display that percent!

  7. Hi Karen, I’m trying to create the same report as you (incl. resource name, assignment units or peak units per weeks).
    Any luck so far?

  8. Hello Matthew. I have spent the best part of the day on various sites in order to find a sulution to make a custom MSP Visual Report. I see that you master the system well and may be able to help me. Please read the problem below.
    The report should provide a table (chart) or even stacked bars, per week/month(col), then showing a numerical data, stored in field “Number11” per each task (rows) . The data is about manpower (capacity) , needed over the period of each task, calculated from the budgeted number of hours.

  9. Great blog!

    I’m managing several sub-projects under a master project plan. I am trying to figure out to generate a dashboard report and/or project summary project report which captures the pertinent task information from the sub projects. Any help is greatly appreciated.

    Thanks
    Jimispenc

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