Reporting for Tasks Expected to Be Completed 1

[tcolan]

Hello,

I am trying to generate a report that will list the tasks that are expected to be completed by today's date vs the tasks that have actually been completed by today's date.

The Project Summary Report does not get me there because it shows the tasks that have been completed, but not the tasks that are expected to be completed (as per the baseline).

If anyone has any ideas, I would appreciate it.

Thanks,
Tom

 

[PDQBach]

P2002 Pro

Project | Filtered For | More Filters ... | click on the New button

Give the filter a name ABC

First line ...
Field Name: %Complete (or %Work Complete)
Test: Equals
Value(s): 100

Second line ...
And/Or: Or
Field Name: Finish
Test: Less than or equal
Value(s): "Enter date mm/dd/yyyy:"?

Note: you must enter the quotes in the line above.

Click on OK

This will take you back to the More Filters window.

Click on the Apply button.

That's the hard part. Creating a report is a trivial piece of additional work.

 

[tcolan]

Is there any way to export the report to excel or a text file? In my version of project (2000), it seems to only let me print the reports.

Also, is there any way to perform a summary on the report? Basically I need to get the # of tasks that fit the criteria of the filter that I have applied.

Thanks,
Tom

 

[PDQBach]

Yes. You need to use VBA.

Yes. In your VBA code, you can add any summary totals, etc.

 

[tcolan]

Thanks so much.... Quick question...

When a user enters a date, what variable is that saved to?

Second line ...
And/Or: Or
Field Name: Finish
Test: Less than or equal
Value(s): "Enter date mm/dd/yyyy:"?


I want to call that field in the header of the report so it shows that date but I don't know where it is saved:

&[Report] as of &[Date] <--- Instead of today's date, I want to show the date the user manually entered as per the Value above...

Thanks,
Tom

 

[PDQBach]

I did some looking around.

1. Filters were added to the P2002 object model and are not available in earlier releases.

2. The value entered in response to the filter's parameter prompt does not appear to be exposed in the P2002 object model. (Actually, I expect it is, but I can't find it right now.)

3. The value entered is not available to you from the View | Reports ...

Workaround
(Clumsy, very clumsy)
1. Project | Project Info ... | put a date into Status Date field.
2. Create your filter as described above.
3. Run the filter and give the filter the same date as you selected in Status Date (step 1).
4. Change the page header to show the project status date field.

Clumsy? It's grotesque. Best I can do.