Formatting Views Project Management Help

Throughout this chapter, we have discussed ways to customize several of the most popular views.

You also may want .to loo~ at the Layout settings for different views. Click Format >- Layout to open the Layout dialog box for the view you’re in. Figure 17.9 shows the Layout dialog box for Gantt Chart view.

The Layout dialog box

The Layout dialog box

Although specific settings vary, depending on which view you’re .adjusting, layout changes include the following:

You’ll see additional settings for some of the other view layouts. Figre 17.10 shows the Layout dialog box for Network Diagram view. Here, you can choose to manually position nodes in the diagram. You can also control the Alignment, Spacing, Height, and Width of nodes, as well as the Background Color and Pattern. In Network Diagram view, completed tasks are shown” with an X through them and tasks in progress have one diagonal line. Turn these marks off using the check box at the bottom of this dialog box.

The Layout dialog box

The Layout dialog box

Creating and Saving Views

There are dozens of predefined views available in Project 2000 (as you know). And you can customize any of these views in hundreds of ways, most of which we’ve discussed in this chapter. But wait… there’s more! Create and save your own vtews-i-from scratch or based on an existing view. Here’s how:

1. Click the More Views icon on the View Bar to open the More Views dialog box,
2. Click the view you want to use as a basis for your new view, and then click Copy. If you want to create a new view from scratch, simply click the New button. If you choose copy, the View Definition dialog box opens. If you choose New, you get the Define New View dialog box
3. If you’re starting from scratch, choose whether you want a single pane view or a combination view in the Define New View dialog box, and then click OK. The Single View choice takes you to the View Definition dialog box shown above. The Combination View Choice takes you to a slightly different View Definition dialog box.
4. In the View Definition dialog box, type a name for your new view if you wish to. overwrite the default name. For new views from scratch, choose what you want to display in the top and bottom panes, and enable the Show In Menu option. For new views based on another view, choose a different table, group and/or file ter for this view. (These settings are discussed more fully in the next section.)
5. Click OK when you’re through, and the new view appears along with the others in the More Views dialog box. Click Apply to see your new view. Or click Close to exit the dialog box without changing the current view

Using the Organizer with Views

If you want to use a custom view you’ve created in another project file, the Organizer allows you to “import” it. You can also create a new view by using customized elements (tables, forms, calendars, etc.) stored in another Project file.The Organizer is the tool that makes those elements available in the active project. Open the file(s) that contain the custom elements you want to use. Then click Tools >Organizer, or if you’re already in the More Views dialog box, click the Organizer button there.

We first introduced the Organizer earlier in this chapter in connection with customizing tables. So the Tables tab of this window should look familiar. Figure 17.11 shows the Views tab.

The Viewstab of

The View stab of

To bring in a custom view from another file:

1. Select the file that contains the custom view using the Views Available In dropdown list on either side of the window.
2. Make sure the active presentation is selected in the other Views Available In drop-down list.
3. Click the view you want to import.
4. Click.the Copy button.
5. Close the Organizer. The imported view now appears in the More Views dialog box .

To use a custom element from another project file

1. Open the Organizer Window.
2. Select the file that contains the custom view using the Views Available In drop down list.
3_ Make sure that the active presentation is selected’ in the other Views Available In drop-down list.
4. Click the tab for the type of element you want to make available (Tables, Toolbars, Calendars, Forms, etc.).
S. Select the custom element you want to import.
6. Click Copy.
7. Repeat the process for any additional elements you wish to import.
8. Click the Close button to exit the Organizer.
9. The element(s) you imported are now available to apply in a new view. Follow the steps you normally would to create a new view. The imported element(s) will appear on the drop-down lists in the View Definition dialog box.

Sorting Filtering and Grouping in Project 1000

The visual elements of a view are easy to recognize. One need only glance at the computer monitor to see, for example, that the bars in the Gantt Chart are formatted blue for regular tasks and red for critical tasks. There are other components, however, that aren’t so obvious, but they are still considered part of the view. Examples are as follows:

• The order in which items appear (determined by the last sort-settings applied to the view).
• Whether an item is displayed or hidden (this depends on the filter applied).
• Whether an item appears by itself or with like items (depends on the Item’s grouping).

Sort, filter, and group settings are as important as visual settings in determining how data is displayed in a view. As your project grows, so does the importance of these features

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

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