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Project Server Reporting

Status reporting from Microsoft Project Server is easy when you use OnePager Pro.

Project Server Report created in OnePager Pro.

If you need to create status reports from Project Server, you can use OnePager Pro to pull information from one or more project plans into a single easy-to-read report. This example creates a high-level RAG status report for five project plans, but you can use OnePager to create many other different types of reports from Project Server as well.

If you don't have OnePager Pro yet, download a free demo license and follow along:

  1. Double-click the OnePager Pro icon on your desktop. OnePager Pro is an add-in for Microsoft Project.
  2. From the start screen, choose NEW to start creating your Project Server report: Click NEW to build a new Project Server report.
  3. On the import wizard choose Select > Browse Project Server, and then log in to your Project Server or Project Online account. Log into Project Server.
  4. Once logged into Project Server, select one or more project plans that you would like to include in your report. In this example, we'll select the following five project plans: Select multiple plans from Project Server.
  5. Choose the Select tasks by custom filter option to control how much information you want to include in your report from each project: Filter your Microsoft Project Server data.
  6. In this example, we'll add a filter so that only top-level project summary tasks are included in the report. We can do this by only importing tasks where the "Outline Level" is equal to zero. You can filter your project plans however you want to include as much or as little detail as required. Only show project summary tasks.
  7. Click OK, and then Create new project view. OnePager will import each project's summary task from Project Server to give you a high-level report like this: Project Server Reporting on multiple project plans.
  8. If you want to include a little more detail in your report, we can color-code by status so that late projects are easy to spot. To do this, go to Home > Project View Properties > Task Bars, and then under Conditional Formatting, click Manage Rules. We'll set up a few simple rules to assign different colors based on each project's status: Color-code each project based on its overall status.
  9. Once these rules are applied, our Project Server reporting will be even more useful: Project Server reporting, color coded by RAG Status for each project in the portfolio.

Improve your Project Server reporting today by downloading a free trial.

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First published: August 28, 2017