At the end of many chapters you will see some Suggested Exercises that you should be able to complete on your own, based on what you have just done.

These suggested exercises will not contain any steps – you will need to apply what you have learned to do the exercise. We strongly recommend you complete these suggested exercises, as they will help to reinforce what you have just learned.

Note: You created personal reports in the Project Manager training guide.

The options available in the ribbon vary according to the report type, site features that are activated and the permissions available to the logged in user.

Use the image above and the table below as a reference – it will all make more sense once you have completed the guide! It is likely that most of the configuration changes you will make to reports will actually be to List Item Reports via the ribbon.

Note: Changes made to the Reporter Settings page show for all users. Using the ribbon to customize your report keeps your changes personal and allows you to filter the report to your needs.

The Reporter Settings page will vary depending on the report type; however, all four report types share some common options.

The common sections are:

1. Report SettingsThis section is where you select things like the report, the report scope and the report type. You will not need to worry about this section until the Working with Report Data Sources guide.
2. Web Part SettingsThis section is where you set the report title and the report chrome settings.
3. Rendering and PerformanceThis section is where you fine tune report performance and set certain display options. You generally will not have to worry about this section unless your report is reporting from a very large data set. This section will also be covered in the Working with BrightWork Report Data Sources guide.

In this section you will use the Reporter Tools ribbon to add a filter that excludes completed items from showing in the report.

1. Navigate to the home page of your training project office.
2. Click the link to the Hardware Upgrade site in the Project Hierarchy web part.
   Note: This is the Project Lite site you created in the Create a Training Project Office training guide – it may be named something else.
3. Click Work Gantt on the top link bar.
   
4. Click in the header of the Project Gantt report to activate the Reporter Tools ribbon for the report.
   
5. Click Filters on the Configure Reporter Settings menu.
   
6. Select Status from the Column Name menu.
7. Select is not equal to from the Comparison Type menu.
8. Enter Completed into the Comparison Value field.
   
9. Click OK.

In this section you will use the Reporter Settings page to change the appearance of the Gantt.

1. Click in the Project Gantt header and click Reporter | Configure Reporter Settings.
   
2. Expand the Gantt Appearance section and select Excel from the Gantt Theme menu.
   
3. Expand the Time Window Settings section and increase the Time Window Width to 750.
   
4. Click OK.

Change the Gantt name to ‘Project – Gantt’, the theme to ‘Forest’, and the Time Window Width to a number of your own choosing.

1. Navigate to the home page of your training project office.
2. Click the link the Hardware Upgrade site on the Quick Launch.
   Note: This is the Project Lite site you created in the Create a Training Project Office training guide – it may be called something else.
3. Click in the header of the Overdue Items report to expose the Reporter Tools ribbon.
   
4. Click Columns on the Configure Reporter Settings menu.
   
5. Unselect the Priority (Icon), Status Indicator (Icon), and List Name columns.
6. Select the % Complete and Actual Start columns.
7. Click OK.
   
8. Click Grouping on the Configure Reporter Settings menu.
   
9. Select List Name.
10. Select Collapsed.
    
11. Scroll down and click OK.

Navigate to the home page of your training project office. If you look at the Project Summaries report on the home page, you may notice that two projects appear to have the same name. These are in fact different projects – the Project Link column that displays the Project title is not wide enough to display the full title – you will remedy this in the following exercise.

1. Click in the header of the Project Summaries Web Part to expose the Reporter ribbon. Click Configure Shared Reporter Settings.
2. Scroll down and expand the Column Settings section.
3. Enter 200 in the Project Link Column Width field.
   
4. Click OK.The full Project title should now be visible.
   

In your training project office, add the ‘Actual Start’ and ‘Created’ columns to the Issues\Open Issues report.

One of the main purposes of the Resource report is to show you when a resource is over-allocated (i.e. when they have been assigned more work than there is time available); however, it is quite likely that the resource reports you are using in your training are not showing anyone over-allocated.

In this section you will force a Resource Report to show an over-allocation alert.

Note: This section assumes that you have assigned yourself some work that contains a start date, finish date and work duration value.

1. Navigate to the home page of your training project office.
2. Click Resourcing on the Quick Launch.
3. Click in the header of the Assigned To web part to expose the Reporter ribbon. Click Configure Reporter Settings.
   
4. Select Specify custom ‘Working Hours per Day’ for this report.
5. Enter 2 in the hours field.
   
6. Click OK.This report should light up with some yellow cells.

The out-of-the-box Resource report can show a lot of data. In this exercise you will narrow the focus of the report.

1. Click in the header of the Open Work web part to expose the Reporter ribbon. Click Configure Reporter Settings.
2. Unselect Specify custom ‘Working Hours per day’ for this report.
   
3. Scroll down and expand the Timescales section.
4. Select Days from the Bottom menu.
5. Select Weeks from the Top menu.
   
6. Expand the Time Window Settings section.
7. Select From Today.
8. Enter 0 in the Looking Back field.
9. Enter 3 in the Looking Forward field and leave Weeks selected.
10. Click OK.

• Change the Resource Report Date Settings by changing the Start Date Column to ‘Planned Start’ and the Finish Date Column to ‘Planned Finish’.
• Change the Time Window setting Looking Back to 1.

To schedule an email:

1. Click My Work on the Quick Launch.
   
2. Click in the My Open Work header to expose the ribbon.
   
3. Click Advanced Share.
   
4. Click View Scheduled Emails.
   
   Note: It is best practice to check the View Scheduled Emails list before creating a new scheduled email. This makes sure you are not duplicating an existing scheduled email.
5. Click Create.
   
6. Give the email a descriptive title, e.g. Your Open Work.
   
7. Deselect Tue, Wed, Thu, and Fri, in the Schedule Frequency section.
   
8. Click Specify User and add your name to the list.
   
9. Enter a subject, e.g. Your Open Work.
   Note: You can use [Me] to place the recipient’s name in the title, e.g. Open Work Assigned to [Me]. This will generate the title: Open Work Assigned to Anne Wallace.
10. Enter content for the email body.
    
11. Click Save.
    Your scheduled email is now set to run every Monday morning, detailing what work is still open in the Contoso project area. You can also choose to run the scheduled email immediately.
12. Click View Scheduled Emails in the Advanced Share button, and then View Item for the scheduled email item.
    
13. Click Run Email Now.
    

For more information, please see the Create Scheduled Report Email BrightWork help topic.

Make changes to the ‘Top Open Issues’ web part on the Project Home, save it as a .dwp file and add it to the Contoso group in the site collection’s Web Part Gallery.

The Apply Home Page Design feature of Design Sync enables you to replace the home page in a project site with the home page in the template. You may want to do this to reapply the original home page from the template (to eliminate any design changes made to the home page in the project site) or you may want to do it to propagate a new home page design (such as new added web parts or changes made to existing web parts).

To apply the Home Page Design:

1. Navigate to the home page of your Project Office.
   Note: In the section, Adjust Column Width, you changed the report settings of the Project Summaries report. The Apply Home Page design sync will remove this change.
2. Click Settings | Site Settings and click Synchronize with Template.
   
3. Select the Apply Home Page design checkbox.
   
4. Click Sync and then OK.
5. Click Project Home. Note that the Project Summaries report has now reverted to the template original and the customizations have been lost.

Design Sync does not support updating pages other than the home page; however it does support the copying of new web part pages in the BrightWork library from the template to the project site. This means you can delete a page in the project site and it will be recopied over from the template using Design Sync.

To sync new reporter web parts from template to project:

1. Navigate to the desired project site.
2. Click Tasks Reports on the Quick Launch.
3. Click Page | Delete Page.
4. Click OK. You have deleted the Tasks Reports page – note how it no longer appears on the Quick Launch.
5. Click Settings | Site Settings, then Synchronize with Template.
6. Select the Quick Launch checkbox.
   
7. Click Sync and then OK. The Tasks Reports page has now been recreated with any new changes in the template synced.