The Reports window displays a list of all project reports defined to the Projman application. Reports are divided into two categories: Standard and Custom. Standard reports are included with the application and cannot be modified or deleted. You can copy and modify standard reports to create custom reports, which can be copied, modified, and deleted.
Reports are grouped according to type. The following types are available:
Calendars |
Resource Schedule |
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Gantt Charts |
Resource Usage |
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Network Diagrams |
Tabular |
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Resource Cost |
You can define as many different reports as you would like. Reports are designed to work with any project, provided that the necessary data are available. Individual report options can be set by accessing the Options window for a particular report.
Global report options can be set by accessing the Report Options window. These options include the setting of default colors and fonts as well as the specification of report titles and footnotes.
The Active Project indicates the project that is active for the Reports window. When you generate reports, the active project provides the data for the selected report. When multiple projects are open at one time, the active project removes any confusion about which project data are used to produce the report. To change the active project, simply click on the name of the current project, and a list of open projects is displayed for selection.
The Report Type box indicates the type of reports that are currently displayed in the window. By default, all reports are initially displayed. For example, you might use this option to specify that only Gantt chart reports are to be listed in the window. To change the report type, click on the box, and a list of available report types is displayed.
This list contains all of the reports (of a particular type or types) that are defined by the Projman application. These standard reports cannot be modified or deleted. To make changes to one of these reports, you must select the desired report and click the Copy button. A copy of the selected report is added to the Custom Reports list. Click the View button to generate a report.
This list contains all of the reports (of a particular type or types) that have been created by the user. Custom reports are created by copying a report from the list of standard reports. These reports can be manipulated by selecting the desired report in the list and clicking the Open, Copy, or Delete buttons. Click the View button to generate a particular report.
When this button is clicked, the selected custom report is displayed in the report’s Options window for editing. If no custom report is selected, this option is disabled.
When this button is clicked, the selected report is copied and displayed in the report’s Options window for editing. If no report is selected, this option is disabled.
When this button is clicked, the selected report in the Custom Reports list is deleted. A secondary window is opened to confirm the deletion. Note that the deletion of reports is irreversible. If no custom report is selected, this option is disabled.
When this button is clicked, the currently selected report is generated. If no report is selected, the option is disabled. Note that when you modify a specific custom report, you can view the report to verify the results before saving the current changes.
When this button is clicked, the Report Options window is displayed. From that window, you can control general options that affect all project reports.
When this button is clicked, the window is closed. Also, all individual report Options windows (which are currently open) are closed.