Adding a Table to a Project Report

Feb 22, 2024 | Project Hints and Tips

As well as using a range of pre-set reports in Project, many of which contain tables already, tables can be added to these or new reports too.

Creating a New Report

To create a new report there are 2 options.

  1. Select New Report from the Report tab, select Blank. Here any mix of objects can be added.
  2. Select New Report from the Report tab, select Table.  Here the assumption is that at least one table will be created but other objects can be added too.
New report image

In both cases above the report will be given a name which becomes the default title in a text box at the top of the report.  If table was chosen a default table is produced containing Task Name, Start Date, Finish Date and % complete fields.

Adding a Table to a Report

  1. When a report is open then a Report Design tab is available.
  2. Click on the Report Design tab.
  3. Select the Table icon.
Table icon image

Modifying a Table in a Report

When a table is created certain assumptions are made.  The key ones are as follows.  The fields displayed are Task Name, Start Date, Finish Date and % complete.  All  tasks are shown and the level of detail shown is for the Project summary which is showing overall project figures only.

Selecting whether the Table is related to Resources or Tasks

It is vital to make the correct choice here because all the other options shown in the Field List pane on the right of the screen are affected by this decision.  Select between the options of Task or Resource at the top of the pane.

Changing the fields shown

In the field list pane on the right the fields being used in the table are ticked.  There are far more fields available than there are if you are creating a chart.  This includes customised fields if you have used them in your project.

Table field list pane image

Amending the Filter

Over 20 options are available to filter by.  These are the same sort of options that are available from the View tab and enable the charts to be more specific in what they report on.  This could be related to a specific resource, timeframe or looking at only tasks that are at a specific level of completion.

Changing the Level of Detail shown

Project Summary is the highest level and shows only the overall project summary level of detail.  This is the default.  The lowest level is All Subtasks which shows every individual task within the project.  The other levels can be used to show more on less detail although tables can become quite long in many project if more than the first level or so are used.

Sort

The table can be sorted by any of the fields used in the report or a custom sort can be created using any field you need.  Custom Sort allow the sorting by up to 3 different fields.

Amending the Table Design and Layout

Although this is not something that is going to be looked at here the options for amending the actual setup of the table are very similar to those seen in Word or PowerPoint.  They are accessed from the Table Design and Layout tabs that appear when the table that has been created is selected.

Further Reading

If you’ve enjoyed reading about adding a Table to a Project Report, there are some other blogs below that you might find useful:

Want to learn more about Microsoft Project? Then email lara@laramellortraining.co.uk to discuss how I can help or have a look at the Microsoft Project courses I run.