using custom groups, views, tables, & filters to enhance schedule development & analysis

October 5, 2000 Matt Piazza +++ dfw@mpug.org1

Using Custom Groups, Views, Tables, & Filters

To Enhance Schedule Development

& Analysis

by Matt Piazza

October 5, 2000

October 5, 2000 Matt Piazza +++ dfw@mpug.org2

What’s ahead?

• Setup Toolbar for easy access to custom views

• Step 1 for Effective Schedule Development

• Custom Table & View (KISS practice)

• Steps 2 - 6 for Effective Schedule Development

• Current Tasks Status 4-week span

• Custom Filter, Field, & Group to Enhance Analysis

October 5, 2000 Matt Piazza +++ dfw@mpug.org3

Add Toolbar ‘View’ Item (a of d)

October 5, 2000 Matt Piazza +++ dfw@mpug.org4

Add Toolbar ‘View’ Item (b of d)

October 5, 2000 Matt Piazza +++ dfw@mpug.org5

Add Toolbar ‘View’ Item (c of d)

1

4

23

October 5, 2000 Matt Piazza +++ dfw@mpug.org6

Add Toolbar ‘View’ Item (d of d)

2 Filter1 View

October 5, 2000 Matt Piazza +++ dfw@mpug.org7

Step 1: WBS, Tasks, and Notes for Effective Sch. Dev.

October 5, 2000 Matt Piazza +++ dfw@mpug.org8

Custom Table - View Menu - Table: ... (a of g)

October 5, 2000 Matt Piazza +++ dfw@mpug.org9

More Table option (b of g)

October 5, 2000 Matt Piazza +++ dfw@mpug.org10

More Tables - Edit window (c of g)

October 5, 2000 Matt Piazza +++ dfw@mpug.org11

Edit mode window (d of g)

October 5, 2000 Matt Piazza +++ dfw@mpug.org12

View menu - More Views ... (e of g)

October 5, 2000 Matt Piazza +++ dfw@mpug.org13

More Views - Edit window (f of g)

October 5, 2000 Matt Piazza +++ dfw@mpug.org14

Edit mode window (g of g)

October 5, 2000 Matt Piazza +++ dfw@mpug.org15

Step 2: Tasks and Relationships for Effective Sch. Dev.

October 5, 2000 Matt Piazza +++ dfw@mpug.org16

Step 3: Work Effort & Duration for Effective Sch. Dev.

October 5, 2000 Matt Piazza +++ dfw@mpug.org17

Step 4: Constraints (optional) for Effective Sch. Dev.

October 5, 2000 Matt Piazza +++ dfw@mpug.org18

Step 5: Resource Identification for Effective Sch. Dev.

October 5, 2000 Matt Piazza +++ dfw@mpug.org19

Step 6: Resource Assignment for Effective Sch. Dev.

October 5, 2000 Matt Piazza +++ dfw@mpug.org20

Custom Filter, Field, Group to Enhance Analysis

October 5, 2000 Matt Piazza +++ dfw@mpug.org21

Custom Filter - Project Menu (a of e)

October 5, 2000 Matt Piazza +++ dfw@mpug.org22

Custom Filter - More Filters ... (b of e)

October 5, 2000 Matt Piazza +++ dfw@mpug.org23

More Filters - Edit Window (c of e)

October 5, 2000 Matt Piazza +++ dfw@mpug.org24

Custom Filter - Edit Mode (d of e)

October 5, 2000 Matt Piazza +++ dfw@mpug.org25

Custom Field – Discovery (e of e)

October 5, 2000 Matt Piazza +++ dfw@mpug.org26

Custom Filter, Field, Group to Enhance Analysis

October 5, 2000 Matt Piazza +++ dfw@mpug.org27

Custom Group - Project Menu (a of d)

October 5, 2000 Matt Piazza +++ dfw@mpug.org28

Custom Group - More Groups ... (b of d)

October 5, 2000 Matt Piazza +++ dfw@mpug.org29

More Groups - Edit window (c of d)

October 5, 2000 Matt Piazza +++ dfw@mpug.org30

Custom Group - Edit mode (d of d)

October 5, 2000 Matt Piazza +++ dfw@mpug.org31

In Review

• Setup Toolbar for easy access to custom views

• Step 1 for Effective Schedule Development

• Custom Table & View (KISS practice)

• Steps 2 - 6 for Effective Schedule Development

• Current Tasks Status 4-week span

• Custom Filter, Field, & Group to Enhance Analysis

October 5, 2000 Matt Piazza +++ dfw@mpug.org32

Thank You

For a copy of the MS Project template containing these custom items and formulae, please send a request to dfw@mpug.org.