Customizing Project Reports

Introduction

Customizing project reports in Microsoft Project is essential for tailoring the way project information is communicated to stakeholders. Microsoft Project offers a variety of built-in report templates that can be modified to meet specific project reporting needs. This lesson will guide you through the process of customizing these reports.

Step-by-Step Guide

Accessing Report Templates:

• Go to the ‘Report’ tab in Microsoft Project.
• Here, you will find a variety of report categories such as Dashboard, Resources, Costs, etc.

Selecting a Report Template:

• Choose a report template that closely matches your reporting needs.
• Click on the template to generate an initial report.

Understanding Report Components:

• A typical report consists of tables, charts, and text boxes.
• Familiarize yourself with these elements and how they display project data.

Customizing Charts:

• Click on a chart to select it.
• Use the ‘Chart Tools’ to change the chart type, color, style, and data range.
• Adjust titles, labels, and legends for clarity.

Modifying Tables:

• Select a table to customize its content.
• Add or remove columns, change the data format, and adjust the text alignment.
• Use filters to display specific data sets.

Editing Text Boxes:

• Click on a text box to edit the text.
• Change font style, size, and color to emphasize key information.
• Use text boxes to add context or explanations to the report.

Adding New Elements:

• To add new charts, tables, or text boxes, use the ‘Insert’ tab.
• Choose the element you want to add and place it on the report.

Rearranging Report Layout:

• Click and drag elements to rearrange the layout.
• Ensure the report is organized logically and is easy to read.

Applying Styles and Themes:

• Use the ‘Design’ tab to apply different styles and themes to the report.
• This can enhance the visual appeal of the report.

Saving Custom Reports:

• Once you are satisfied with the customization, save the report.
• You can save it as part of the project file or export it as a PDF or Excel file for distribution.

Regular Updates:

• Remember to update the custom reports regularly to reflect the latest project data.

Conclusion

Customizing reports in Microsoft Project allows you to present project information in a more effective and personalized manner. By tailoring reports to the needs of your stakeholders, you enhance communication and decision-making processes within the project.