Professional Documents
Culture Documents
2
What we have for you today...
• What’s New in Client v. 6.0 (Slides 1-20)
• Use of Indicators (Slide 21)
• Global Changes – De-status the Schedule (Slides 22-26)
• Global Changes – Change WBS from Filters (Slide 27)
• Export and Importing Projects (Slides 28-39)
• Project details that are often forgotten (Slides 40-42)
• Renumbering Activities (Slides 43-45)
• Building your Schedule – Making a List (Slides 46-47)
• Building your Schedule - Linking Shortcuts (Slide 48)
• The Schedule Report (Slides 49-52)
• Lag Calendars (Slides 53-54) 3
What we have for you today (cont.)...
• Fragnets (Slides 55-58)
• Coding and WBS Shortcuts (Slides 59-63)
• Finding and Filtering Activities (Slides 64-65)
• Roles and Resource Loading (Slides 66)
• Schedule Crashing Basics (Slides 67-68)
• Advanced Layouts For Communication (Slides 69-71)
• Advanced Gantt Chart Formatting (Slides 72-76)
• Exporting and Importing Layouts/Reports (Slide 77)
• Add Bar-charts & Graphics to Reports (Slides 78-83)
• Working with Baselines (Slides 84-91)
4
What’s New – Reflection Projects
• Power with Simplicity !!!
• A Reflection is a Copy of a Project that enhances Your Ability to
“What If” or Update Your Project
• Same Name – What If – Internal Link to Source – Baseline –
Timesheet Data – Activity Owner
• “Activity Owner” make changes via .xer or Web
• Review & Change or Merge As Is (Check Boxes)
• Merge Will Not remove Activities, Resource Assignments, WBS
Elements, Work Products & Docs, Expenses, Issues or Risks if
deleted from Reflection
DEMO
5
What’s New - Create Reflection Project
6
Making Changes to Reflection Projects
• Use to test Scenarios or Update Project
8
Merging Reflection into Source Project
9
Merging Reflection into Source Project
10
Merging Reflection into Source Project
11
What’s New – Future Bucket Planning
12
What’s New – Future Bucket Planning
Day 1 Day 2 Day 3 Day 4 Day 5 TOTAL
Even Spread 8 8 8 8 8 40
Future Bucket 8A 8A 4A 10R 10R 40
14
What’s New – Group & Sort Dialog
• New Checkbox for Show Group Totals, Shrink Vertical Bands
15
What’s New - Search in Pop-Up Dialog and Type Ahead in
Drop Down
16
What’s New - Copy Baselines
• Checkbox in Copy Project Options
18
What’s New - Role Limits
• Similar to Limits for Resources
19
What’s new – Project Specific Layouts (Yeah!)
• Layout with Filter when Project Exported
• Expanded & Collapsed Bars & Row Height Setting when switching between layouts
and Windows (Yeah!)
20
Use of Indicators
21
Useful Global Changes –
De-Status the Schedule
Skip
22
Useful Global Changes –
De-Status the Schedule (cont.)
Actual
Work
Units
Go Back
23
Useful Global Changes –
De-Status the Schedule (cont.)
De-Status
the GC’s
Go Back
24
Errors?
Sometimes...
25
Useful Global Changes –
De-Status the Schedule (cont.) Set Cols
for All
Units
Delete
Manually,
or Use
the Fill-
Down
Feature
26
Useful Global Changes –
Change WBS Based on Filters
27
Exporting and Importing Projects
MS Project
Spreadsheet (.xls)
28
Exporting and Importing Projects – Spreadsheet (.XLS)
30
Exporting and Importing Projects – Spreadsheet (.XLS)
(cont.)
31
Exporting and Importing Projects – Spreadsheet (.XLS)
(cont.)
5. Certain items are mandatory, and you can filter & sort
32
Exporting and Importing Projects – Spreadsheet (.XLS)
(cont.)
33
Exporting and Importing Projects – Spreadsheet (.XLS)
(cont.)
34
Exporting and Importing Projects – Spreadsheet (.XLS)
(cont.)
35
Exporting and Importing Projects (cont.)
36
Exporting and Importing Projects (cont.)
37
Importing Projects
Importing is a Snap!
38
Importing Projects (cont.)
39
Project details that are often forgotten
40
Project details that are often forgotten
41
Project details that are often forgotten
42
Renumbering Activities
43
Renumbering Activities (cont.)
Leave Blank
44
Renumbering Activities (cont.)
Fill Column
45
Building your schedule – Making a list
46
Building your schedule – Making a list
47
Building your schedule – Linking shortcuts
<Ctrl-Click> the
order to link the
activities, then
<right-click> your
mouse and choose
“Link Activities.”
They are now
linked in the order
you clicked on
them.
48
Building your schedule – The Schedule Report
When you schedule your project, don’t forget to choose “Log to file” and
click on the ellipsis to specify the location of the “schedule.txt” file.
Always view the log to spot errors.
49
Building your schedule – The Schedule Report
50
Building your schedule – The Schedule Report
51
Building your schedule – The Schedule Report
52
Lag Calendars and Schedule Result - Version 5.0
+ =
53
Lag Calendars Reschedule
+ =
? 54
Fragnets
55
2 Projects
Fragnets (cont.)
Move to 2 WBS elements
To Here
From Here
56
Fragnets (cont.)
Objective – Add 22 new Activities in Template
to 2 WBS Nodes
• <Ctrl-X> (Cut)
58
Coding and WBS Shortcuts
Here is one person’s Layout
59
Coding and WBS Shortcuts (cont.)
60
Coding and WBS Shortcuts (cont.)
61
Coding and WBS Shortcuts (cont.)
62
Coding and WBS Shortcuts (cont.)
63
Finding and Filtering Activities
64
Finding and Filtering Activities (cont.)
65
Roles and Resource Loading
28 Days
Total Duration
67
Schedule Crashing Basics (cont.)
28 Days Total
Duration
68
Advanced Layouts to
Enhance Communication
69
Advanced Layouts to
Enhance Communication (cont.)
70
Advanced Layouts to
Enhance Communication (cont.)
71
Advanced Gantt Chart Formatting
72
Advanced Gantt Chart Formatting
73
Advanced Gantt Chart Formatting
74
Advanced Gantt Chart Formatting
75
Advanced Gantt Chart Formatting
76
Exporting and Importing
Layouts and Reports
.plf filename
extension
77
BC1
78
Slide 78
Publish to HTML
79
Adding Graphics to Reports
80
Adding Graphics to Reports (cont.)
Click on the
Picture Icon,
and browse for
a graphic file to
insert into the
Notebook topic
81
Adding Graphics to Reports (cont.)
82
83
Working with Baselines
When you first begin using Baselines, you may see some strange results that are difficult to diagnose
84
Working with Baselines (cont.)
Sort
Add a
Baseline
Column
? Why Alpha Prefix?
Sort by BL
Baseline Code
Project Name
Date
Resp
85
Working with Baselines (cont.)
Is the Current
Schedule
Ahead or
Are we a year Behind the
ahead? Original Plan?
86
Working with Baselines (cont.)
Something is Wrong?
Summarized
Dates
MAGIC!
87
Working with Baselines (cont.)
Perform a
Global
Change
on a
Baseline
88
Working with Baselines (cont.)
Here are
the
PL Strt = Start (Milestone): If = SM, Then, PS = Start
details...
2
89
Working with Baselines (cont.)
Here are
the changes
90
Questions?
91