FAQs Views

Browse by Category

FAQ › How do I...? › Category: Views
Can I add bar texts in Tracking Gantt view?
Question Link
Answer
A various project information (such as duration, constraint type, finish etc.) can be used for the bar texts in order to describe a task. The position of the bar texts can be left, right, top, bottom and inside. To add a bar text, double click on that specific bar and in Bar Text tab select the information you want to be displayed.  
How are the task dependencies displayed in Tracking Gantt view?
Question Link
Answer
The Gantt panel display links that show the predecessor or the successor relation between tasks.  
How is the deadline displayed in Tracking Gantt view?
Question Link
Answer
A deadline indicates the target date when the user wants a task to be completed. The deadline is displayed in Tracking Gantt as a green arrow.  
How are the Gantt bars drawn in Tracking Gantt view?
Question Link
Answer
The Tracking Gantt displays blue bars for common Tasks, black rhombuses for Milestones, blue bars connected with suspension dots for Task Splits, black bars for Summary Tasks. The background displays the Project's calendar time span.   
How do I customize the Tracking Gantt view?
Question Link
Answer
To customize the Tracking Gantt view, you can change:  

1. Layout options - options for drawing the links between tasks, date format, bar height, etc.  
2. Bar styles - the styles for drawing the bars and displaying information about bars in the particular view  
3. Text styles - the font styles for the various texts in the view  
4. Bar formatting - the specific formatting of a particular bar in the chart, in case the project manager intentionally changed the format to make the task stand-out from the others by its visual presentation  
5. Row, Column, and Cell Font formatting - the specific font formatting of a particular row, column, or cell in the sheet portion of the view, in case the project manager intentionally applied a different format to highlight the particular task, field, or value  
6. Progress Lines formatting - the progress lines activated for the view and formatting options related to them  
7. Timescale formatting - the formatting of the different timescale tiers, as well as the calendar and presentation of the working and non-working days  
8. Gridlines formatting    - the formatting of the different gridlines for the sheet and chart portions of the view  
9. Drawings - the different drawings and text boxes placed on the chart by the project manager, in order to place additional information for the tasks or emphasize a certain phase in the plan.  

You are also able to customize the Tracking Gantt views, using one of the following opportunities:  

1. Change the different Layout options for the active Tracking Gantt view.  
2. Display, hide, or change the appearance of the timescale tiers.  
3. Display, hide, or change the appearance of nonworking time.  
4. Create a combination view for the Tracking Gantt view to display additional information about the tasks or about the resources assigned to those tasks in a different view.  
When should I use the Tracking Gantt view?
Question Link
Answer
Use the Tracking Gantt view to: 

1. View tasks graphically while still having access to detailed information about the tasks. (Tracking Gantt view)  
2. View tasks as rolled-up bars or milestones on their respective summary task bars, enabling you to see your whole project without losing sight of the tasks. (Bar, Milestone, and Milestone Date Rollup views)  
3. See how tasks progress across time and evaluate the slack and slippage between tasks. You can track progress by comparing planned and actual start and finish dates, and by checking the completion percentage of each task. 
4. Review changes made to tasks during levelling and the effects of resource leveling on task completion. 
5. See how tasks progress across time. Review progress by comparing planned (baseline) dates and actual start and finish dates, and by checking the progress of each task. 
6. See the baselines the project manager saved for the project.  
What does “Toolbar view name list” functionality do?
Question Link
Answer
Toolbar view name list functionality helps you to quickly change the view in your project by choosing it from a drop-down list.
What does “Timeline” functionality do?
Question Link
Answer
Timeline is a professional-looking snapshot that presents only the key milestones or deliverables of a project.
Can I sort the data in Task Usage view?
Question Link
Answer
You can apply different sort criteria to the resources and assignments from the Task Usage view. To do this go to Project - Sort.
Can I apply a filter in Task Usage view?
Question Link
Answer
The Task Usage view can use any of the task filters to display only the tasks you want to see. When you select a filter, both the sheet and timescale portions of the Task Usage view display the information as defined by that filter's criteria. The default filter is the All Tasks filter. To apply a filter, please go to Project – Filter.
Can I change the table for Task Usage view?
Question Link
Answer
The Task Usage view displays categories of information about the tasks, arranged in tables. The default table for the Task Usage view is Usage, but you can select any of the task tables to display information about the project's tasks and associated resources. To do this, go to Project - Table and select the table you want to view.
Can I customize the Task Usage view?
Question Link
Answer
To make the Task Usage view fit your needs exactly, you can customize it or create a new version. When you close your project, the customized view is lost. To customize the Task Usage view, you can:

1. Display different task information.
2. Change the units of time that are displayed to view your project at the level of detail you need.
3. View usage information for a specific time period.
When should I use the Task Usage view?
Question Link
Answer
Use the Task Usage view to:

1. View task and resource information together, such as work, start and finish dates, cost, work allocation, and work availability.
2. View task assignments more evenly across resources.
3. Find out how many hours each resource is scheduled to work on particular tasks.
4. View the amount of work a person spends on a task by setting work contours.
How to use the Task Usage view?
Question Link
Answer
In order to use the Task Usage view, please go to menu View-Task Usage or in View Bar click on Task Usage button.
What does “Task Usage” functionality do?
Question Link
Answer
The Task Usage view lists for each task the resources assigned to it and the amount of work that each resource has performed over time, whether per day, week, month, or other time increment.
How do I group the tasks in Task Sheet view by priority?
Question Link
Answer
To group tasks in Task Sheet view by priority, please go to Project – Group – Priority.  
Can I sort the data in Task Sheet view?
Question Link
Answer
You can apply different sort criteria to the tasks from the Task Sheet view. To do this go to Project-Sort.  
How do I apply a filter in Task Sheet view?
Question Link
Answer
The Task Sheet view can use any of the task filters to display only the tasks you want to see. When you select a filter, the Task Sheet view displays the information as defined by that filter's criteria. The default filter is the All Tasks filter. To apply a filter, please go to Project – Filter.  
How do I change the table for Task Sheet view? 
Question Link
Answer
The Task Sheet view displays categories of information about the tasks, arranged in tables. The default table for the Task Sheet view is the Entry table, but you can select any of the task tables to display information about the project's tasks by going to menu Project - Tables.  
How do I customize the Task Sheet view?
Question Link
Answer
To make the Task Sheet view fit your needs exactly, you can customize it or create a new version. When you save your project, the customized view is saved with the project file. To customize the Task Sheet view, you can: 

1. Change the information that is displayed. 
2. Format individual information to pay attention to it. For example, you can apply bold formatting to an important finish date or assign a different font to an overallocated resource. 
3. Format a type of information to distinguish that type of information from all other types of information. For example, you can format all summary tasks as italic text, format all milestone tasks as bold text and increase the size of all column headings. 
4. Create a combination view to display additional information about the tasks in the Task Sheet view or about the resources assigned to those tasks. 
What does “Task Sheet” functionality do?
Question Link
Answer
The Task Sheet functionality allows you to view information about each task (such as task duration, start and finish dates, and cost) in a sheet format.
What task information can be displayed in Task Form view?
Question Link
Answer
In Task Form view you can display Resource Predecessors or Resource Successors, both Predecessors and Successors, Resource Schedule details, Resource Work details, Resource Cost details, Notes and Objects.
How do I apply Task Form view?
Question Link
Answer
To apply Task Form view, go to View Bar – Task Form.
What does “Task Form” functionality do?
Question Link
Answer
The Task Form functionality allows you to iterate through all the tasks one by one and see details about them. You can right click anywhere on the view to select other information to be displayed.
What does “Resource Usage” functionality do?
Question Link
Answer
The Resource Usage view lists for each resource the assigned tasks and the total amount of work that the resource is scheduled to perform on each task, whether per day, week, month, or other time increment.
Contact
Chat