Reports Window
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 | |
Gantt Charts | | Resource Usage | |
Network Diagrams | | Tabular | |
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.