Formatting the Resource Graph Project Management Help

As with other views we explored so far, you can format grid lines, timelines, and bars in the resource graph by accessing those features from the Format Menu (or by right clicking the area of the window you want to format.)

You can also change the type of graph displayed from bar to line, step, step-line, or area graph by right-clicking on the chart and choosing Bar Styles. Select a new type from the Show As field in the Bar Styles dialog box.

Resource Sheet

Resource Sheet view provides a summary of information about resources in a spreadsheet format. In this view, you can enter and review information resources: names, assigned group(s), regular and overtime rates, and so on.

Choose this view to quickly put together a list of resources with details about each. If you want to review information about resources in a non-graphical format, this is also a good view. Compare the number of work hours assigned to each resource or compare resource costs (actual and budgeted).

Add fields to the default table by right-clicking the column header to the right of where you want your new column. Choose Insert Column from the shortcut menu to open the Column Definition dialog box .

Choose the field you want to insert from the Field Name drop-down list. Type a different display name for the field (if you want one) in the Title field. Set Alignment and Width options, and click OK.

You may wish to further customize this view by changing tables (see “Examining Data with Tables,” later in this chapter) or by sorting and filtering (also covered later in this chapter).

Resource Usage

Resource Usage View groups tasks by resources and displays the amount of work, work allocation, and work availability for each resource. (Of course, you can add fields to the table in the left pane by right-clicking a column header, as described in the previous section.)

More Views

Understanding and u.sing the standard views described so far can be daunting, especially for a new user. But the Project 2000 expert wants more and Project has more to give! Click the More Views button on the View Bar to see additional view selections. If the available list doesn’t contain exactly what you’re looking for, you can create your own view. See “Creating and Saving Views,” later in this chapter, for more information.

Examining Data with Tables

By now, we’ve . convinced you that Project 2000’s many views present a buffet of/ options for looking at your data. Most of the views have two (or more) customizable panes, increasing the possibilities for combining different types of data into one split window.

Tables offer a quick way to insert multiple data fields (in spreadsheet format) into the currently selected pane of any view. Replace the existing table with another by clicking View> Table: [Current Table] and selecting from the list or by choosing More Tables to open the More Tables dialog box s*>wn in Figure 17.8

Examining Data with Tables

Examining Data with Tables

Choose from a long list of Task or Resource tables, details of which are discussed more fully as follows.

Task Tables

As the categorization implies, Task tables contain fields that relate to tasks. In the More Tables dialog box (shown in Figure 17.9), choose the Task Option to display Task tables.

Select the table you want and click Apply. In most cases, you have to be in a Task-related view in order to insert a Task table into the table pane. We’ve worked with many-of Project 2000’s predefined tables already. Table 17.1 summarizes some of the less frequently used tables.

Task Tables

Task Tables



Resource Tables

Several table views are also available to assess Resource information. In the More Tables Dialog box (shown in Figure 17.9), select Resource to see a list of prefab Resource tables. Again, we have already seen many of these tables as we’ve explored Resource views. Table 17.2 lists some of the less frequently used tables, and their purposes



Creating and Formatting Your Own Tables

With dozens of tables readily available in Project 2000, you might be wondering why in the world you’d want to make your own! Well, there’s always that one extra piece of information you’d like to add, or perhaps there is too much information and you want to delete. Whatever the case, you can make a new table from scratch (lots of work) or create one based on another table that’s close to what you want.

Aswe mentioned in previous sections of this chapter, you can make changes to existing table columns fairly easily, as follows:

• Add or delete a column by right-clicking the column header and selecting the appropriate action from the shortcut menu.
• Change the field names field title, or text alignment by double-clicking the column header and configuring these options in the Column Definition dialog box.
• Change the size of a column by dragging the column border in either direction, or double-click the column border (on the right) to auto-fit.

If you want to change table configurations for the active project, but you also want to leave the original settings intact, open the More Tables dialog box (View> Table> More Tables), select the table you want to modify~ and click the Copy button. A working copy of the original table is created and the Table Definition dialog box opens

table defination

table defination

Posted on November 25, 2015 in Using Views To Evaluate Data

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