milestones 2010 tutorials

7/30/2019 Milestones 2010 Tutorials

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Tutorials

The lesson

schedules

for

these

tutorials

were

installed

when

you

in

‐stalled Milestones Professional 2010. They can be accessed under

File | Open a File | Lesson Chart.

If you have any questions, comments, or suggestions about these

lessons, don't hesitate to contact us at [email protected].

1989‐2010 KIDASA Software, Inc. All Rights Reserved



Getting Started-1

Getting Started

In this lesson you will learn how to:

Milestones Start‐up Choices

The Toolbar

Milestones Terminology

Milestones Start‐up Choices

Welcome to

using

Milestones

Professional.

When

you

first

open

Milestones you will see the Milestones Professional Startup Choices

dialog box. With the following startup options.

1. Using Your Default Template

2. Using the Schedule Setup Wizard

3. Open an Existing Schedule from the List Below

4. Open the Last Schedule Used

Using Your Default template By choosing this option a blank schedule (template) appears in the

Milestones window. We have designed the default template with

basic features that will allow you to immediately get started adding

information.

Once you decide what schedule attributes you use for your projects consistently. You can have the default template based

on these attributes. Follow the directions below and your template will appear when Milestones starts.

1. Choose the File tab.

2. In File Templates: Open and Save Options section click the Save As down arrow.

3. Choose Personal Template.

4. For File Name, enter Def ault.mtp.

5. Click Save.

Using the Schedule Setup Wizard

By choosing this option the Milestones Wizard will come up and walk you through the setup of your schedule.

1. Choose Step‐by‐Step to go through a series of questions about the formatting options, or choose Select Pre‐designed

Template.

2. If you choose Select Pre‐designed Template you then can scroll and select a category from Template Category.

3. Then you can select from a variety of templates within the category by clicking the scroll arrow under Templates in

current template folder.

4. Proceed through the Setup Wizard.

Open an Existing Schedule from the List Below This option allows you to choose a schedule from a list of files you have recently used in Milestones Professional.

Open the

Last

Schedule

Used

Choosing this option will open the last schedule you saved in Milestones Professional.

Use Selected Option From Now On Once you decided which startup option you prefer, choose Use Selected Option From Now On. The next time you open

Milestones Professional the startup dialog box will no longer appear, your chosen start‐up choice will be in the Milestones

window.

To turn on the Startup choices

1. Choose the Help menu

2. In the Keys and Information section click the Reset Program Startup Choices Icon:

Milestones Startup Choices



Getting Started-2

Toolbar and Milestones Terminology

Below is the face of Milestones Professional labeled with terminology that will be helpful to you as you work through our

tutorials.

The Toolbar Our

graphical

user

interface

(GUI)

is

based

around

our

Toolbar.

KIDASA's

context

‐sensitive

toolbar

displays

all

the

options

you need at your fingertips.

The Toolbar interacts with your schedule. As you choose an area of the schedule the toolbar changes to the options neces‐

sary to work with that area of the schedule.

Here are some standard buttons to help you use the toolbar effectively:

When you see the black down arrow click to see a list of options from which to choose.

When you see the Apply button you must click it in order for the attributes you have changed to take effect.

When you see the Full... or More... Icon click it. You will either activate a menu of more options, a full dialog box, or the

toolbar changes and offers more options.

When

you

see

the

Reset

button

click

to

reset

the

option

back

to

Milestone's

default

setting.



Getting Started-3

The Toolbox Tools:

Large Plus used to add information to schedule.

Arrow used to change information on the schedule.

Text used to add text to schedule.

Drawing tools:

Line

Square

Circle

Symbol: used to depict specific dates

Horizontal Bar: used to show span of project

Vertical links: used to show dependencies

Note: Right click the toolbox to change its attributes.

Sidebar Customize the Sidebar to include the shortcut icons of the actions you use most whencreating a schedule.

Note:

Right

click

the

toolbox

to

access

the

sidebar

options.

Date Headings Choose from a variety of date headings to display on your schedule. Display up to four date heading options on a single

schedule.

Note: Click any heading to have the toolbar activate to the heading options.

Schedule Area Display area for the dates of your projects. Using symbols and bars you can show project milestones and date ranges. You

can enhance your schedule area with, symbol text, freeform text, lines, circles, squares, color highlights, gridlines, horizontal

and vertical shading.

Task Row Area to enter project task. Task row spans columns and schedule area.

Right click a task row (in the column area) to activate a menu of task row options.

Column Heading When clicked on is the control centers for the type of column and attributes that are assigned to the column.

Column You can have up to 10 columns on either side of the schedule. Columns can contain text, dates, and /or numbers.

Note:

To access a column's properties, click on the column heading to activate the toolbar. Click Switch to Column.

The toolbar will now show the column attributes that then can be changed.

SmartColumns Allow

for

a variety

of

project

management

controls

within

your

schedule

like

%

complete,

earned

value,

status

and

more.

Note: Choose the Insert | Rows,Columns | New Column to add Smartcolumns.

Legend Is the key to objects on the schedule. The legend can be stationary or floating.

Note:

To add a legend to a schedule choose Layout | Legend Size enter a Legend Height.

To change a legends attributes choose Layout | Legend Size | Full legend Settings. The toolbar will activate

to Current Object Legend which offers a variety of formatting options.

To add a legend entry choose Insert | Picture,Legend | New Legend Entry. The toolbar will activate to Cur‐

rent Object Legend Entry. Fill in the toolbar with your legend text and choose your legend entry options.



1-1

Lesson 1 ‐ How to Format a Schedule


Change the Date Headings.

Change the Schedule's Date Range.

Change the Schedule's Size.

Work with the Legend.

Work with Pages and Page Numbers.

Work with the Current Date.

Work with Vertical Gridlines.

Work with Horizontal Gridlines.

Change the Date Range.

1. Choose the Dates tab.

2. In the Start and End Dates section using your keyboard or the Calen‐

dar icon change the dates to 1/1/2010 to 5/31/2010.

3. When using your keyboard to change the date press the Apply

button for the inputted dates to adjust the template.

Change the Date Headings.

Click

on

the

date

headings

in

the

template.

The

toolbar

will

change

to

the

Selection

tab.

The

Current

Object

selected

will

be

the Date Heading. Now all the attributes of the date headings will be in the toolbar and you can select the attributes to

change. We will add another heading line and change some attributes.

1. In the Date Headings section choose click the third drop down arrow.

2. Click on Quarterly: First, Second,....

3. Click

the

Italicize

icon,

for

the

third

heading.

4. Click the Color swatch, for the third heading, to change the font color.

5. Change the Font Size for the third heading to 12.

When you first open Milestones Professional this is the default template.

Default Template

Changed Date Schedule

Added Date Heading Schedule Added Date Heading

Date Heading Toolbar



1-2

Work with the Legend.

Legend Attributes 1. Choose the Layout tab. In the Legend Size section click on the Full Legend Settings button.

2. The toolbar will change to the Selection tab. The Current Object selected will be the Leg‐

end. Now all the attributes of the legend will be in the toolbar and you can select the attributes

to change.

3. In the Legend Size and Frame Settings section check on Floating Legend.

4. Change

Entries

per

Row

to

1.

5. Legend Symbol Size Override choose 1.25.

6. In the Font Settings section change the legend text to Comic Sans.

7. In the Font Settings section change the legend text size to 18.

8. Click

and

drag

the

corner

of

the

legend

to

adjust

it's

size.

9. Click on the legend and drag the legend anywhere on the template.

Legend Entry 1. To add a legend entry click the Insert tab

2. In the Picture, Legend section choose New Legend Entry.

To change a legend entry click on it, the toolbar will change to the Selection tab. The Current Object selected will be the

Legend Entry all the attributes of the legend entry will be in the toolbar and you can select the attributes to change.

Change the Schedule's Size.

1. Choose the Layout tab, in the Page Size section...

2. Change the templates Horiz. to 14.

3. Change the Rows per Page to 6.

4. Press the apply button.

Resized Schedule

Floating Legend

Legend

Attributes

Legend Entry Attributes

Full Legend

Settings

Rows and Page Size

Legend Entry



1-3

Work with Current Date.

Turn on current date and date line 1. To turn off or turn on the current date and date line choose the Dates tab.

2. In the Current Date section check on or off the Display Date and Display Date Line.

By default Milestones picks up the current date from your computer.

You can override the current date in the Dates tab Current Date sec‐

tion Set Override

Current Date Attributes To change the current number's attributes click on the current date. The toolbar will change to the Selection tab. The Cur‐

rent Object

selected

will

be

Current

Date

all

the

attributes

of

the

current

date

will

be

in

the

toolbar

and

you

can

select

the

attributes to change.

Insert Page

Work with Pages and Page numbers.

Insert a page 1. To insert a page choose the Insert tab.

2. In the Page section choose to insert a page before or after your current selected page.

Delete a Page 1. To delete a page. Go to that page using the Page Up or Page Down arrows on your keyboard.

2. Choose the Edit tab.

3. In

the

Delete

section

choose

Current

page.

Add or Delete Page Numbers 1. To delete or insert a page number choose the View tab.

2. In the Optional Items section remove the check from Page Number to delete the page

number check on Page Number to add a page number.

Page Number Attributes To change the page number's attributes click on the page number. The toolbar will change to the Selection tab. The Cur‐

rent Object selected will be the Page Number all the attributes of the page number will be in the toolbar and you can select

the attributes to change.

Page Number

Page Number Attributes

Current Date Attributes

Current Date

Current Date Schedule



1-4

Work with Horizontal Gridlines.

1. To change the attributes of the horizontal gridlines choose the Format tab.

Note: A check mark next to an option shows a feature is active. Simply click the box next

to the feature to have a check mark appear or disappear.

2. In the Gridlines section click the Horizontal Gridlines.

3. The Horizontal Grid and Shading Properties dialog box will come up. A check off Apply

New Selections to all Three Sections.

4. On the Gridlines tab, notice the Left Columns, Graph/Schedule Area and Right Columns

section all have check marks. In the Graph/Schedule Area section click off Show Grid‐

lines .

5. Now click back on Apply New Selections to all Three Sections.

6. Click the Shading tab, Notice the Left Columns, Graph/Schedule Area, Right Columns

section all have check marks by Shade the task Rows. Click off Left Columns, Shade the

task row and all other checkmarks will disappear as you checked on Apply New Selec‐

tions to all Three Sections in the previous step.

7. Click OK.

Note: For outlined schedules you can have specific formatting for each outline level. Formatting includes gridlines, shad‐

ing , text attributes, and summary bar symbol options. Choose the Format tab, Gridlines section, click on Gridline, Shad‐

ing , Font Sizes by Outline Level… .

Work with Vertical Gridlines.

1. To

turn

on

turn

off

or

change

the

attributes

of

the

vertical

gridlines

choose

the

Format

tab.

2. In the Gridlines section click the Vertical Gridlines.

3. The Vertical Grid Options dialog box will come up, check off Quar‐

terly and Monthly vertical gridlines.

You may see lighter gridlines these are line guides. They will

not appear when printing. If you would like to turn off the

lines guides choose the View tab. In the Optional Items sec‐

tion check off Line Guides.

Horizontal Gridlines Removed

Horizontal Gridlines

Horizontal Shading

Vertical Gridlines

Vertical Gridlines Removed



2-1

Lesson 2 ‐ Adding Tasks, Dates, and a Title to the Schedule


Enter Project Steps.

Add Symbols (Milestones) and Horizontal Bars using the Combo Toolbox.

Add and Move a Column.

Add a Schedule Title.

Open the Schedule for this Lesson.

1. On the toolbar choose the File tab.

2. In the Files and Templates: Open and Save Options section, click

the down arrow next to Open.

3. Choose Lesson Chart.

4. Select Lesson 2 Starter Schedule.mld.

5. Save the schedule to an accessible folder on your hard drive, such

as your Documents folder. Choose File tab, in the Files and Tem‐

plates: Open and Save Options section click Save As ... choose

Chart. This

will

insure

you

have

access

to

saving

and

editing

of

this

tutorial file.

Enter the Project Steps.

1. Click the T tool in the toolbox.

2. In the first space below the column heading, Project Steps click once.

3. Type in: Get materials. Then press the down arrow on your keyboard. This will take

you to the next task row. (You can also click with your mouse within the cell of the

next task row.)

4. Type in: Tear off old roof . Press the down arrow on your keyboard to move down to

the next row.

5. Type in: Put down tar paper. Press the down arrow on your keyboard to

move down to the next row.

6. Type in: Nail on shingles.

Note: Pressing the down arrow in the last row on your page may take you

to a new (blank) page. If this happens, use the Page Up keyboard key to

move back to Page 1 or delete the unwanted page by clicking on the Edit

menu, in

the

Delete

section

choose

Current

Page.

Lesson 1 Starter Schedule

Entered Tasks


Click Here



2-2

Add Symbols (Milestones) and Horizontal Bars Using the Combo Toolbox.

Add the Symbol, Bar, Symbol for the "Get materials" Step 1. Click once on the small plus to the left of the first symbol+bar+symbol combination in the tool‐

box. The entire row will highlight as shown:

2. Using the mouse move the cursor into the schedule area to the right of Get materials, as shown:

3. When the date displayed next to the cursor or in the status bar, at the bottom left of the Milestones window, displays

Wednesday 8/1/07:

A. Click down (and hold) the left mouse button.

B. Drag the mouse two days to the right until the cursor shows or in the status bar,

at the bottom left of the Milestones window Friday 8/3/07.

C. Release the mouse button.

Add the Symbol, Bar, Symbol for the "Tear off old roof" Step 1. Using the mouse move the cursor into the schedule area to the right of Tear off

old roof .

2. When the date displayed next to the cursor or in the status bar, at the bottom of

the Milestones window, displays Thursday 8/2/07:

A. Click down (and hold) with the left mouse button.

B. Drag to the right until the cursor shows Tuesday 8/7/07.

C. Release the mouse button.

Add a Single Milestone for the "Put down tar paper" Step 1. Using the mouse move the cursor into the schedule area to the right of Put

down tar paper.

2. When the date displayed next to the cursor or in the status bar, at the bottom

left of the Milestones window, displays Wednesday 8/8/07, click once with the

left mouse button. This adds a single milestone:

Add the Symbol, Bar, Symbol for the "Nail on shingles" Step Now that you are an expert, go ahead and add a bar for Nail on shingles. The start

date for this step is Thursday 8/9/07 and the end date is Saturday 8/11/07.

Added Symbols, Bars, Symbols

Added Symbol, Bar, Symbol

Added Symbol, Bar, Symbol

Added Symbol (Milestone)

Small Plus

Cursor With Date Display



2-3

Add and Move a Column.

Add a Column

Now you are going to add a Duration SmartColumn. This column is going

to automatically calculate and display the duration of each task.

1. Choose the Insert tab.

2. In the Rows, Columns section choose New Column.

3. From the menu choose Duration. The Insert Duration Columns dialog

box appears, under Normal Dates check on Duration, then click OK.

4. The

duration

column

will

now

be

in

your

schedule.

Move a Column To move a column to another part of the schedule:

1. Click the arrow tool in the toolbox.

2. Move the cursor to the top border of the column to be moved (the line just above

Dur. in our example). The cursor should change to the move column cursor.

3. Click and hold the left mouse button and drag the column to the right side of the

schedule until you see the insertion marker indicating where the column will be

inserted.

4. Release the mouse to drop the column at the insertion point.

Schedule With Duration Column

Move Column Cursor

Insertion Marker

Move Column

Insert Column

Inserted Duration Column

The examples below show moving a column from the left side of the schedule to the right side.



2-4

Add a Schedule Title.

1. Choose the Insert tab.

2. In the Title section click on Insert/Edit Chart Title. The Specify

Title dialog box will appear.

3. Type Roofing Project in the first blank space as shown.

4. Check on Insert Extra Space Under Chart Title. Click OK.

Lesson 2 Completed Schedule

Specify Title Dialog Box



3-1

Lesson 3 ‐ Working with Text


Add a Block of Freeform Text.

Customize Freeform Text.

Display Dates with Symbols.

Annotate a Symbol Using Symbol Text.

Add Text in the Middle of a Bar using Symbol Text.

Add Angled Text.

Adjust Symbol and Date Text Position.



2. In the Files and Templates: Open and Save Options section, click the

down arrow next to Open.



5. Save

the

schedule

to

an

accessible

folder

on

your

hard

drive,

such

as

your

Documents folder. Choose File tab, in the Files and Templates: Open

and Save Options section click Save As ... choose Chart. This will insure

you have access to saving and editing of this tutorial file.


Add a Border and Shadow to the Title.


2. Click the title Roof Project. The toolbar will change to the Selection tab and display all the chart titles attributes. The im‐

age of the toolbar below shows the titles attributes to change.

1. For title text justification, choose the center icon.

2. Under Text Highlights choose Shadow.

3. In the Background Color section click the top rectangle to get the

color pallet, choose teal (or any other color you like).

4. In the Background Color section, Special Effects choose Fade to

Right.

5. In the Background Color section, Target Color click the rectangle to

get the color pallet, choose light blue (or any other color you like).

6. In the Border and Shadow section, Border Type choose Width of

Schedule.

7. In the Border and Shadow section, Shadow choose Small.

8. In the Border and Shadow section, Shadow click the rectangle to get

the color pallet, choose brown (or any other color you like).

9. To have our changes applied to your schedule in the Tile text Settings section choose the apply button Press here

to apply text change made above.

Toolbar

Enhanced Title

Toolbar



3-2

Customize Freeform Text.


2. Click the freeform text 3‐Man crew to arrive by 8am daily. The toolbar will change to the Selection tab and display all the

freeform text attributes. The image of the tool bar below shows the freeform text attributes to changes.

1. In the Font section change the font to Arial.

2. Change the Size to 24.

3. For Horizontal Alignment, choose the center icon.

4. For Text Style click the Bold, Italic and Underline icons.

5. Click the Text Color rectangle to get the color pallet, choose teal.

6. In

the

Background

Color

section

click

on

the

Set

Fill

Color

rectangle

to

get

the

color

pallet,

choose

gold.

7. Change the Special Effects to Fade to Bottom.

8. Click on the Target Color rectangle to get the color pallet, choose light yellow.

9. Uncheck Transparent (Disables Background Color).

10.In the Current Object section check on the Show Shadow.

11.Click on the Set Shadow Color rectangle to get the color pallet, choose gold.

Note:

Automation Tag area is for programming.

In the Page section you can assign freeform text to show on all pages.

Freeform text placement can be adjusted by using the arrow tool in the toolbox.

Add a Block of Freeform Text.

1. Click the T tool in the toolbox.

2. Click in the schedule area, to the right of the Nail on shingles step:

3. Type

"3

‐Man

crew

to

arrive".

4. Press Enter to split the text onto a new line.

5. Type "by 8am daily.". Freeform Text

Toolbar

Enhanced Freeform

Text

Click Here



3-3

Display Dates with Symbols.

1. In the toolbox, double‐click the symbol that is used for the start

symbols on your schedule. The Symbol Options dialog box appears.

2. Click the Text and Date Properties tab.

3. Under Date Placement, choose Above and Center.

4. Click OK. Each start symbol now has a date displayed above it:

Note:

Just the month and day are displayed for symbol dates in

this

example.

If

you

would

like

something

different,

choose

the Dates tab. In the Date Related Settings section, click

Set Symbol Date Format and choose from a list of prede‐

fined formats or create a custom format. Dates Displayed With Symbols

Annotate a Symbol Using Symbol Text.


2. Click the end symbol for the Get Materials step. The toolbar will change to the Selection tab and display all the symbol's

attributes. The image of the toolbar below shows the symbol attributes to change.

1. In the Text section for Line 1 enter Materials:.

2. In the Text section for Line 2 enter Tar paper, shingles, nails.

3. In the Text Placement section for Horizontal choose Right.

4. In the Text section for Suffix, type in Est..

5. In

the

Text

section

click

Text

Overrides

for

Line

1.

The

Symbol

Text

Line

1 Overrides dialog box will come up. Under Text Color Override click the

Change button to get the color pallet, choose light brown. Click OK.

6. Press the Apply Text Changes button.

Text Added To A Symbols

Toolbar



3-4

Text In The Middle Of The Bar

Add Text in the Middle of a Bar Using Symbol Text.


2. Click the start symbol for Tear off old roof . The toolbar will change to the Selection tab and display all the symbol attrib‐

utes. The image of the toolbar below shows the symbol attributes to change.

1. In the Text section for Line 1 enter Smith Const..

2. In the Text section click Text Overrides for Line 1. The Symbol Text Line 1

Overrides dialog box will come up. Under Text Color Override click the

Change button to get the color pallet, choose light gold. Click OK.

3. In the Text Placement section for Vertical choose Middle.

4. In the Text Placement section check on Center Text on Bar.


Note:

Always use

the

left

‐most

symbol

to

enter

text

for

a bar.

You can select symbols in the schedule area, but you cannot select connectors.

Draw Symbol Text at An Angle.

The default angle is set to 45 degrees. to change the angle click the Tools tab in the Program Options section choose Edit

then under Angle for Angled Symbol Text click the down arrow and choose the degree.


2. Click the milestone for Put down tar paper. The toolbar will change to the Selection tab and display all the symbol attrib‐

utes. The image of the toolbar below shows the symbol attributes to change.

3. In the Text section for Line 1 enter Rain Reschedule.

4. In the Text section click Text Overrides for Line 1. The Symbol Text Line 1

Overrides dialog box will come up. Under Text Color Override click the

Change button choose teal. Under Text Attributes Overrides check on

Bold Override. Click OK.

5. In the Text Placement section for Vertical choose Above.

6. In the Text Placement section check on Draw Text at Angle. (To change

the angle of the text choose the Tools tab in the Program Options section

choose Edit. Under Angle for Angled Symbol Text use the drop down ar‐

row to change the angle.)


Note:

Angled text will only show a single line of text regardless of how many lines of text were entered.

Symbol dates can be drawn at an angle only if symbol text is drawn at an angle. This is an individual symbol selection.

Click on the symbol in the schedule. The tool bar changes to the Selection menu in the Text Placement section check

on Draw Text at Angle and Date Also.

Angled Text

Toolbar



3-5

Adjust Symbol and Date Text Position.

Vertically Move Symbol Text 1. To select the symbol and the vertical line type to be used for vertical symbol text move. Choose the Tools tab. In the

Customize section choose Symbol Text Move.

2. Using the scroll arrows choose a Symbol from the list that you are not currently using on your schedule. The symbol will

then become a invisible symbol in the toolbox.

3. Using the scroll arrows choose a Vertical link.


5. On the schedule, click once on the symbol with the text.

6. Hold down Ctrl + T.

7. Click and drag to move the invisible symbol and its text to another task row.

Note:

Once the text is moved to another task row you can move the text horizontally by clicking on the arrow tool in the tool‐

box, then clicking and dragging the text to the right or left.

Once the text is moved to another task row you can move the text vertically by clicking the arrow tool in the toolbox,

then holding the shift key clicking and dragging the text up or down to the next task row.

Adjust Symbol Text Position with the Keyboard: 1.

Click

the

arrow

tool

in

the

toolbox.

2. On the schedule, click once on the symbol with the text to be moved.

3. Hold down the ALT key.

4. Click the arrow keys on the keyboard to move the text around the symbol. The text will move as you click the arrow keys.

Adjust Symbol Date Position with the Keyboard: 1. Click the arrow tool in the toolbox.

2. On the schedule, click once on the symbol with the symbol date to be moved.

3. Hold down ALT + CTRL.

4.

Click

the

arrow

keys

on

the

keyboard

to

move

the

symbol

date

around

the

symbol.

The

symbol

date

will

move

as

you

click the arrow keys.

More About Milestones Professional and Text.

Symbol Text is the best way to annotate large schedules, especially if you need text to "stick" to a task or symbol.

Default Symbol Text is applied to symbols by double clicking a symbol in the toolbox and choosing the Symbol Options

dialog box, Default Text tab. Each time the symbol is added to the schedule, the default text also gets added. Text at‐

tached to any symbol already on the schedule will not be affected by changes to the Default Text. That is, changes to

the Default Text only affect symbols that subsequently get added not those already on the schedule.

Freeform Text is most useful for blocks of text that are independent of any task or symbol. Freeform text will not move

with a task row ‐‐ it is independent of any object.

If you

want

to

have

text

stick

to

a task

without

displaying

a symbol,

consider

using

a comment

symbol.

A

comment

symbol can be a blank symbol or a very small symbol on a task row. The comment symbol is ignored when computing

start date, end date and duration so you can place it anywhere on your schedule you need text. To create a comment

symbol, just double‐click any unused symbol in your toolbox and choose Comment Symbol under the Symbol Shape

tab.

Change the Default Symbol Text style and size by choosing the Format tab. In the Default Text section, click Symbol

Text and make your changes.

Do you want to add lengthy notes to a symbol, but not display the notes on the schedule? Try using Symbol Notes. Just

click any symbol on your schedule the toolbar will change to the Selection tab. Select the Notes tab. In the Symbol

Note section type your notes then press the apply



4-1

Lesson 4 ‐ Customizing Symbols, Bars, Vertical Links and the Toolbox


Unlock the Toolbox from the Sidebar.

Change the Appearance of a Symbol in the Toolbox.

Change the Appearance of a Horizontal Bar in the Toolbox.

Change the Appearance of a Vertical Link in the Toolbox.

Switch Between the Combo and Standard Toolbox.

Change the Combo Toolbox Size and Highlighting.

Change the Standard Toolbox Size and Highlighting.






4. Select

Lesson

4 Starter

Schedule.mld.

5. Save the schedule to an accessible folder on your hard drive, such

as your Documents folder. Choose File tab, in the Files and Tem‐


Chart. This will insure you have access to saving and editing of this

tutorial file.

Unlock the Toolbox from the Sidebar.

The sidebar is a toolbar anchored to the left or right side of the Milestones window. The sidebar contains the toolbox

(which can be free‐floating) and a user‐defined list of shortcut buttons for a variety of activities, including moving from page

to page, creating web pages, filtering, applying a color theme, creating a master schedule, and more.

1. Right‐click anywhere on the toolbox and choose Sidebar Options.

2. In the Sidebar Options dialog box, choose Do not show Sidebar.

3. You will need to close and restart Milestones in order for the sidebar changes to take .

4. Now close and open Milestones. The toolbox is now free standing, as shown below. We will keep it this way for the fol‐

lowing lesson.

Note:

Changes made in the Sidebar Options dialog box apply to all schedules.

Docked Toolbox In Sidebar Floating Toolbox (Can Be Moved Anywhere In Window)




4-2

Change the Appearance of a Symbol in the Combo or Standard Toolbox.

Any symbol in the toolbox can be customized for your needs. When a change is made to a symbol in the toolbox, and that

symbol currently exists on the schedule, that symbol on the schedule changes accordingly.

Change the Red Triangle. 1. First, notice that each task row contains a red triangle

symbol, and that the same symbol is in the toolbox. Addi‐

tionally, the red triangle appears in the legend below the

schedule.

2. In

the

toolbox,

double

‐click

on

the

red

triangle

symbol.

This brings up the Symbol Options dialog box.

3. Under Standard Shapes, scroll and select the 28th symbol

(the null symbol).


5. Under Date Placement, choose Hide.

6. Click OK.

All red triangle symbols on the schedule have been changed to a null symbols with no dates. The red triangle in the legend

changed as well.

Change the Green Upside Down Triangle. 1. In the toolbox, double‐click on the green upside down triangle symbol. This brings up the Symbol Options dialog box.

2. Under Standard Shapes, scroll and select the 43rd symbol (arrowhead).

3. Click the Color/Pattern/Size/Shadow tab.

4. Under Outline Color click the Change button to get the

color pallet, choose red.

5. Under Fill Color click the Change button to get the color

pallet, choose yellow.

6. Under Shadows (Filled Symbols Only) check Show

Shadow on

Symbol.

A

checkmark

indicates

this

feature

is turned on.

7. Under Shadows (Filled Symbols Only) choose Medium

for the Size. A dot in the radio button indicates which

size of shadow will be applied to the symbol.

8. For shadow Color click the Change button to get the

color pallet, choose silver.


10. Under Date Placement, choose Above then Center.

11. Click OK.

12. If a message about symbol placement appears, then select Yes.

All green upside down triangle symbols on the schedule have been changed to yellow arrowhead symbols with dates above

the symbol. The green upside down triangle in the legend changed as well

Red Triangle Changed To Null Symbol

Green Upside Down Triangle Changed To Arrowhead



4-3

Change the Appearance of a Horizontal Bar in the Toolbox.

You will do something similar for the horizontal bars as for symbols. Again, when you make a change to a symbol or bar in

the toolbox, and that symbol or bar already exists on the schedule, the symbols or bars on the schedule change as well.

1. In the toolbox, double‐click on the gold bar that is be‐

tween the null symbol and the yellow arrowhead. The Bar

Options box appears.

2. Keep the same Bar Type. There are 51 bar types.

3. Under

Fill

Color

click

the

Change

button

to

get

the

color

pallet, choose red.

4. Under Line Color click the Change button to get the color

pallet, choose red.

5. In the Special Color Effects section choose Target Color,

click the Change button to get the color pallet, choose

yellow (the Fill Color fades into the Target Color).

6. In the Special Color Effects section choose Type of Effect,

click the down arrow and choose Fade to Right (a Special

Effect must be chosen for the Target Color to appear).

7. In the Shadow Settings (Bars Only) section check on Show Shadow.

8. For Shadow Size, choose Medium.

9. Under Shadow Color click the Change button to get the color pallet, choose Silver.

10.Click OK.

Now, the bar fades from red (fill color) to yellow (target color) moving from left to right. Notice the legend entry also re‐

flects the bar changes.

Bar Fades From Red To Yellow

Change the Appearance of a Vertical Link in the Toolbox.

This schedule has just one vertical link. These are customized similarly to the symbols and the horizontal bars:

1. Double

‐click

the

first

vertical

link

in

the

toolbox.

This

brings up the Vertical Link Options dialog box.

2. Under Color click the Change button to get the color pal‐

let, choose green.

3. Under Shape click the down arrow and choose link 9.

4. In the Arrowhead Size section choose Large.

5. Click OK.

Vertical Link Changes



4-4

Switch Between the Combo Toolbox and the Standard Toolbox.

The Combo Toolbox is being used for this lesson. To switch to the Standard Tool‐

box do the following:

1. Right click the Toolbox.

2. Choose Switch to Standard Toolbox.

The Standard Toolbox replaces the Combo Toolbox. Notice that the symbols and

connectors are the same; they are just separated into different sections. Follow

the

same

direction

to

switch

back.

Standard Toolbox

Combo Toolbox

Change the Combo Toolbox size and Highlighting.

Here is a copy of the Combo Toolbox for this schedule. All of

the major components of the toolbox are indicated:

This Combo Toolbox has 3 sets of symbol+bar+symbol combi‐

nations, and 4 vertical links. You are going to change the num‐

ber of symbols and bars in the toolbox then turn off the extra

highlighting

to

the

selected

tools

and

symbols.

1. This time, right‐click the toolbox and choose Toolbox Prop‐

erties, the Customize Toolbox Size, Type, Highlight dialog

box appears

2. Under Combo Toolbox View Settings, choose 16 for the number of Rows to display.

3. Under Common Settings, click Extra Highlighting for Selection so that it is no longer checked.

4. Under Common Settings, set the Vertical Connector Rows to 2.

5. Click OK.

Change the Standard Toolbox Size and Highlighting.

Right‐click the toolbox and choose Switch to Standard Toolbox. Here

is a copy of the Standard Toolbox for this schedule. All of the major

components of the toolbox are indicated:

The toolbox shown above has 2 rows of symbols, 3 rows of horizontal

connectors and 2 rows of vertical connectors. You are going to

change the number of symbols and connectors.

1. Right‐click the toolbox and choose Toolbox Properties. the Cus‐

tomize Toolbox Size, Type, Highlight dialog box appears.

2. Under Standard Toolbox View Settings choose Symbols: 8.

3. Under Standard Toolbox View Settings choose Horizontal Bars: 8.

4. Under Common Settings, click Extra Highlighting for Selection so that it is no longer checked.

5. Under Common Settings, set the Vertical Connector Rows to 2.

6. Click OK. Expanded Standard Toolbox

Expanded Combo Toolbox

Combo Toolbox

Standard Toolbox



5-1

Lesson 5 ‐ Working with Dependencies


Set Up Dependencies for a Project.

Adjust Tasks and the Entire Schedule Using Shift All Dates.

Adjust the Schedule Using Dependencies

Open the Schedule for this Lesson

1. On

the

toolbar

choose

the

File

tab.

2. In the Files and Templates: Open and Save Options section, click the down

arrow next to Open.



5. Save the schedule to an accessible folder on your hard drive, such as your

Documents folder. Choose File tab, in the Files and Templates: Open and

Save Options section click Save As ... choose Chart. This will insure you have

access to saving and editing of this tutorial file.


Set Up Dependencies

Here are the dependencies we are going to set up for this schedule:

Manufacture can begin only after Design is finished and Design can begin only after Plan is finished.

Test can’ t be started until Design is finished.

Market can’ t be started until Test is finished.

Add a Vertical Link from "Plan" to "Design" and "Design" to "Manufacture" 1. Click the arrow tool in the toolbox.

2. Click

once

on

the

black

vertical

link

in

the

toolbox.

3. Hold the Ctrl key on the keyboard, and click once on the word Plan, then once

on Design, and once on Manufacture. Now, release the Ctrl key.

4. Those three task rows should be highlighted in black.

5. Next click the Insert tab.

6. In the Vertical Links section click on the Vertical Links between selected task

rows. This will bring up the Create Vertical Links/Dependencies dialog box.

7. Under Type of Symbols to Link choose Link normal symbols.

8. Under

Direction

to

Link

choose

Downward.

9. Under Type of Link choose ( FS) ‐ Finish to Start (connects the end symbols on

one task row to the start symbols on the next task row).

10.Press OK.

Note:

If you need to delete a vertical link, click the arrow tool, right‐click the symbol

that launches the vertical link, choose Clear Vertical Links.

Highlighted Tasks

Added Vertical Links



5-2

Add a Vertical Link From "Test" to "Market" There

is

a

second

method

to

add

vertical

connectors.

Here,

you

will

connect

the end symbol for Test to the start symbol for Market.

1. In the toolbox, click once on the plus tool.

2. On the schedule, click once on the end symbol for Test.

3. In the toolbox, click once on the blue vertical connector.

4. On the schedule, click once on the start symbol for Market.

Add a Vertical Link From "Design" to "Test" 1. Click the arrow tool in the toolbox.

2. Click once on the red vertical link in the toolbox.

3. Hold the Ctrl key on the keyboard, and click once on the word De‐

sign, and then once on Test. Now, release the Ctrl key.

4. Next click the Insert tab.

5. In the Vertical Links section click on the Vertical Links between

selected task

rows.

This

will

bring

up

the

Create

Vertical

Links/

Dependencies dialog box.

6. Under Type of Symbols to Link choose Link normal symbols.

7. Under Direction to Link choose Downward.

8. Under Type of Link choose ( FS) ‐ Finish to Start (connects the end symbols on one task row to the start symbols on the

next task row).

9. Press OK.

Red Vertical Link

Blue Vertical Link

Adjust

the

Entire

Schedule

Using

Shift

All

Dates

Suppose your entire project schedule needs to be moved forward

because it cannot start at the scheduled time. One option would be

to add dependencies and shift the start date using Dependency

Mode .

To shift the entire schedule use Shift All Dates.

1. Click the Dates tab.

2. In the Date Range Tools section choose Shift all tasks dates. The

Shift all Dates for Schedule dialog box appears.

3. For Number of Working Days to Shift, enter 30.

4. Click

Forward

so

that

it

is

selected.

5. Click Reset Schedule Start and End Dates by the Same Amount so

that it is not checked.

6. Click OK. Your schedule has been shifted ahead 30 days:

Note:

If the Vertical links are not showing check the in the View tab Optional Items make sure Task Links has a check mark.

Shift All Dates



5-3

Adjust the Schedule Using Dependencies

Turn on Dependency Mode 1. Click the Dates tab.

2. In the Date Related Setting section check on Dependency Mode.

Adjust the schedule The schedule shows the Plan stage is supposed to be completed February 21st. However, due to unforeseen technical diffi‐

culties, the Plan stage will not be complete until March 9th. With Milestones Professional, it’s easy to adjust the schedule to

reflect this change.


2. On the end date symbol for Plan, click and hold using the left mouse button.

3. Drag the symbol to the right until you reach March 9th, then release the mouse button.

Note: All of the dependent tasks have slipped by the

same amount of time:

Change the length of "Design" Since the Plan stage has slipped, we’ll cut 1 week from the Design step.


2. Click and hold the end date symbol for Design.

3. Drag the symbol back to March 25th.

Note: This small change affects the rest of the schedule.

Adjusted Schedule

Drag The Symbol

Adjusted Schedule



6-1

Lesson 6 ‐ Outlining your Schedule


Set up Indenting for a Column.

Outline the Steps in the Project.

Set Summary Bar Options.

Collapse and Expand Tasks.

Organize the Schedule Using WBS Numbering.

Open the Schedule for this Lesson






5. Save the schedule to an accessible folder on your hard drive, such as your

Documents folder.

Choose

File

tab,

in

the

Files

and

Templates:

Open

and

Save Options section click Save As ... choose Chart. This will insure you have

access to saving and editing of this tutorial file.

Set up Indenting for a Column.

The Indent/Outdent tools icons allow you to change the outline level of each task. The Keyboard Tab key also al‐

lows indentation for outline level when the option is turned on: Choose the Tools tab. In the Program Options section

choose Edit, check on Use TAB key for Outlining.


2. Click on the PROJECTS column heading. The toolbar will change to the Selection tab Current Object : Column Heading

select Switch to Column.

3. In the Column Type and Format section Insert .2 in the Indent per Outline Level then click the apply button .

You will not notice any difference on your schedule until after you have outlined it.




6-2

Outline the Steps in the Project.

Indent selected tasks from Outline Level 1 to 2.

Indent the project steps under each street address, thereby

changing their Outline Level from 1 to 2. Note: When you change

the outline levels, characteristics such as font, task row color,

task row shading etc. also change. The example schedule has a

color theme with outline level properties preset. To change the

outline level properties click the Format tab in the Gridlines sec‐

tion choose Gridlines, Shading, Font Size by Outline level....

1. Click

the

arrow

tool

in

the

toolbox.

2. Holding the Ctrl key down, in the PROJECT column, click once

on each of the project steps that is not an address. When se‐

lected, the task row will highlight and the toolbar will change

to Selection tab Current Object : Task Row.

3. Click once on the indent icon in the toolbar to change all of these

steps to level 2.

4. Click within the schedule area to de‐select the project steps.

Indent selected tasks from Outline Level 2 to 3.


2. Holding the Ctrl key down, click once on the words Pool

Plumbing and once on the words Hook‐up Water for each

street address. When selected, the task row will highlight and

the toolbar will change to the Selection tab Current Object :

Task Row.

3. Click once on the indent icon on the toolbar to change all

of these steps to level 3.

4. Click within the schedule area to de‐select the project steps.

The project steps under Plumbing for each street name are in‐

dented:

NOTE: To change the task row colors and attributes of each summary levels

choose the Format tab in the Gridlines section choose Gridlines Shading,

Font Sizes by Outline Level.

Highlighted Schedule

Indented Schedule

Highlighted Schedule

Indented Schedule



6-3

Set Summary Bar Options.

Notice that on level 1 tasks (the addresses) and level 2 tasks (Plumbing), no

schedule information is drawn. This is because no schedule information

was added for these tasks. There is a way to have Milestones automatically

draw schedule information for higher level tasks (summary tasks).

1. Click the Layout tab.

2. In the Other section choose Summary Bar Settings. The Summary Bar

Settings dialog box will appear.

3. Under

When

to

Draw,

click

the

Always

option.

4. Under For Normal Summary Bar Symbols and Bars, scroll to choose the

Starting Symbol, bar and Ending Symbol, as shown below:

Note: The Normal Summary Bar Symbols and Bars lists are drawn from the

symbols in the toolbox.

5. Click OK.

Note: The schedule will display your symbol+bar+symbol selections on the

summary rows. These are summaries of the sub‐tasks and cannot be

changed unless the sub‐tasks are changed

Schedule with Summary Bars

Summary Bar Setting Dialog Box

Collapse and Expand Tasks

Turn on the Collapse/Expand Indicators

1. Click View tab.

2. In the Optional Items section check on Collapse/Expand Indicators.

This will cause small red triangles to be displayed beside every summary task. These indicators

are filled with red when they can be expanded and hollow (filled with white) when there is

nothing to expand.

Collapse “301 Sunspot” using the Collapse/Expand Indicator


2. Click the Collapse/Expand Indicator to the right of 301 Sunspot.

(Remember that clicking within the schedule area de‐selects any project

steps that remain highlighted.)

Collapse "Plumbing" under “455 Tombstone” using the right ‐click menu

1. Right‐click once on the word Plumbing. A menu will appear.

2. Choose Collapse Selected Task Row.

Expand all project steps at once

Now that you have collapsed tasks, we will see how to expand the tasks.

They can be expanded individually, in much the same way they were col‐

lapsed; or they can be expanded all at once. To expand the entire schedule:

1. Click the View tab.

2. In the Other section choose Show all Task Rows.

Note: For quick collapse/expand capabilities you

can right click any task row and choose from the

collapse and expand options in the right click

menu. Collapsed And Expanded Schedules



6-4

Organizing a Schedule Using WBS Numbering

A WBS (Work Breakdown Structure) SmartColumn displays the outline level as 1, 1.1, 1.1.1,... instead of the Outline Level

SmartColumn levels of 1, 2, 3,...

A WBS number combines the task number and outline level into one number. Task 1 would have WBS number “1”, Sub‐task

1 of Task 1 would have WBS number “1.1”, Sub‐task 2 of Task 1 would have "1.2", and so on.

1. Choose the arrow tool in the toolbox.

2. Move the cursor to the column heading PROJECTS and just below

the word PROJECTS.

3. When the cursor changes to click once to highlight the column.

4. Click the Insert tab.


6. From the menu choose WBS Number. The Starting WBS Number

dialog box appears.

7. In the Starting WBS Number dialog box, for the Starting WBS Num‐

ber enter 1.

8. Click OK and OK. Schedule With WBS Column



7-1

Lesson 7 ‐ Showing Progress


Turn on Symbol and Bar Fill To Status date.

Customize the Fill Color After the Status Date.

Define a Status Symbol in your Toolbox.

Show a Project is Ahead or Behind Schedule Using a Status Symbol.

Show a Percent Complete Column and Percent Complete Symbol in the Column.







5. Save the schedule to an accessible folder on your hard drive, such as

your Documents

folder.

Choose

the

File

tab,

in

the

Files

and

Tem

‐



tutorial file.

Turn on Symbol and Bar Fill To Status date.

When Fill to Status Date is turned on for symbols and bars, the symbols and bars are filled with their normal fill colors up to

the current date. After the current date, they are hollow or a determined after status color to indicate future, incomplete

activity.

The current date for the example schedule is 3/23/07. Notice the cur‐

rent date is depicted by the vertical dotted line on the schedule.

Turn on Symbols ‐ Fill to Status Date

1. Click the Dates tab.

2. In the Date Related Settings check on Symbols ‐ Fill to Status Date.

A check mark indicates this feature is turned on.

Turn on bars ‐ Fill to Status Date

1. Click Dates tab.

2.

In

the

Date

Related

Settings

check

on

Bars‐

Fill

to

Status

Date.

A

check mark indicates this feature is turned on.


Symbols And Bars Filled To Status Date



7-2

Define a Status Symbol in the Toolbox.

Your project steps may not all be on time. You may need to indicate one or more of the steps as ahead or behind schedule.

The "status" symbol allows you to control how much each task is ahead or behind.

A status symbol can be any symbol in your toolbox, including the null (invisible) symbol.

1. In the toolbox, double‐click the black diamond symbol (first symbol second row). This brings up the Symbol Options dia‐

log box.

2. On the Symbol Shape tab, click on the radio button next to Status Symbol (used for Percent Complete). The radio button

will have a colored center indicating this feature has been selected.

3. Click OK.

Show a Project is Ahead or Behind Schedule Using a Status Symbol.

Change "Prototype" to be Behind Schedule

1. In

the

toolbox,

click

once

on

the

plus

tool.

2. In the toolbox, click once on the black diamond symbol.

3. Move your cursor to the Prototype task row in the schedule area.

The S next to the crosshairs cursor indicates that you are about to add a Status Symbol. The % next to the cur‐

sor reminds you that the status symbol controls percent complete.

4. Click and hold the left‐mouse button, and then drag until you see the

3/9/07 date next to the cursor (as shown below) or in the status bar at

the bottom of the milestones window‐‐ release the mouse button to add

the status symbol.

Change "Refine & Redesign" to be Ahead of Schedule

1. In the toolbox, click once on the plus tool.

2. In the toolbox, click once on the black diamond symbol.

3. Click and drag to add the status symbol on April 18, 2007 to the

Refine & Redesign task row. Refine & Redesign is now shown to be

ahead of schedule.

Customize the Fill Color After the Status Date..

You can have the to‐be‐completed portion of the bar (to the right

of the current date line) filled with a color other than white.

1. In the toolbox, double‐click the yellow bar. The Bar Options dia‐

log box will appear.

2. Under After Status Fill Color:, click Change to get the color pal‐

let, choose red.

3. Press OK.

Note:

You can also customize the After Status color for the sym‐

bol. Change this setting in the toolbox by double‐clicking the

symbol and making the appropriate selections. Custom After Status Fill Color

Ahead Or

Behind

Using

Status

Symbol



7-3

Show a Percent Complete Column and Percent Complete Symbol in the Column.

1. Click the Insert tab.


3. From the menu choose Percent Complete. The Percent Complete

Settings dialog box appears.

4. Under Display Settings check on Include Percent Complete Symbol

in column.

5. Under Display Settings choose Symbol on Right.

6. For Symbol Size, scroll to 2.00.

7. Press OK. Then OK again.

Adjust the Status of Each Task by Changing the Percent Complete Value

1. In the toolbox, Click on the T tool in the toolbox.

2. On the Prototype task row in the % complete cell click and back‐

space through the% Complete.

3. Type 75.

4. Press Enter on the keyboard.

The bar on the schedule is now shaded by 75% and the percent com‐

plete pie symbol has changed to reflect 75% complete.

Note:

You can

also

click

the

Arrow

tool

in

the

toolbox,

then

click

and

drag

the

status

symbol

to

the

updated

location.

The

per

‐

cent complete reading will change to match the new status symbol placement.

Percent Complete Column And Symbol

Percent Complete Value Change



8-1

Lesson 8 ‐ Using Symbol Hyperlinks


Link a Symbol to Another Schedule.

Activate a Schedule that has been Linked to a Symbol.

Remove a Symbol’s Link.

Link a Symbol to a Web Page.

Activate a Linked URL.

Link a File or URL to a Task Row.

Activate a Schedule or URL that has been Linked to a Task Row.

Remove a Task Row's Link.


This lesson will show you how to maintain a "hub" schedule that links to

most aspects of your project's world.







your Documents folder. Choose the File tab, in the Files and Templates:

Open and Save Options section click Save As ... choose Chart. This will

insure you have access to saving and editing of this tutorial file. Lesson 8 Starter Schedule

Link a Symbol to Another Schedule.


2. In the Marketing task row click the Web Project symbol. The toolbar will change to the Selection

tab Current

Object

:Symbol

choose

the

Hyperlinks

tab.

3. Click the Add File button. The Select the Document File to Link dialog box appears.

4. Locate and select the file Lesson 8 Web Site Project.mld (under Program Files\KIDASA\Milestones

Professional 2010\Samples\Lessons\Lesson 8 Web Site Project.mld) click Open. If you cannot find

this file, choose any file (a Word document, Excel spreadsheet, etc.).

5. Notice that the symbol for Web Project has changed. It now has the Hyperlink notation.

Activate a Schedule that has been Linked to a Symbol.

1. Right‐click on the Web Project symbol with the Hyperlink notation. This

brings up the right‐click menu.

2. In the menu find Hyperlink: (with the file name) click on it. This

launches the

Lesson

8 Web

Site

Project.mld

schedule

.

Remove a Symbol’s Link.

1. Select the View tab.

2. In the Window Control section choose Switch Windows.

3. From the menu choose Lesson 8 Starter Schedule.mld to make it the

active schedule.

4. In the Marketing task row click the Web Project symbol. The toolbar

will change to the Selection tab Current Object :Symbol choose the

Hyperlinks tab.

5. Click Break Link to remove the link. Now that Web Project symbol does not have the Hyperlink notation any longer.

If you manage multiple schedules, you will find Milestones Professional’s Hyperlinks feature very valuable. A Hyperlink is a link from any symbol or task row on the schedule to any other schedule, document, or web page. Dozens of Hyperlinks can be added to any symbol or task row.

Hyperlink Notation

Linked Schedule



8-2

Link a File or URL to a Task Row.


2. Click the Marketing task row. The toolbar will change to the Selection tab Current Object :Task Row.

3. In the Cut, Copy, Paste, Delete, Hide section. Choose Add File to see the Select the Document File to Link dialog box.

4. Locate the file Lesson 8 Web Site Project.mld (under Program Files\KIDASA\Milestones Professional 2010

\Samples\Lessons) and double‐click to add the link. The file will show up in the Hyperlinks list. If you cannot find this file,

choose any file (a Word document, Excel spreadsheet, etc.).

5. Choose Add URL this brings up the Add Internet or Intranet URL dialog box.

6. Type

in

http://www.kidasa.com

and

press

OK.

The

URL

will

show

up

in

the

Hyperlinks

list.

7. Make sure that the Show Hyperlink Icons option is checked. The Hyperlink icon is now displayed in the task row.

Activate a Schedule or URL that has been Linked to a Task Row.


2. Click on the Hyperlink icon in the task row to view the Select Hyperlink to Launch dialog box.

3. Choose Lesson 8 Web Site Project.mld. Click OK. This launches the Lesson 8 Web Site Project.mld schedule. Now close

this schedule.

4. You can also click the task row to launch a hyperlinked schedule or URL. The toolbar will change to the Selection tab Cur‐

rent Object :Task Row. In the Hyperlink Settings section choose the down arrow and choose http://www.kidasa.com.

Remove a Hyperlink from a Task Row.


2. Click the Marketing task row. The toolbar will change to the Selection tab Current Object :Task Row. In the Hyperlink

Settings section choose the Hyperlink to remove.

3. Click Break Link to remove the link.

4. When all links are removed the Hyperlink icon will no longer appear in the task row.

Note: Hyperlinking can even be used over a network, making coordinating schedules with other project managers in your

organization easier than ever. If their schedule files are accessible to you via your company’s network, you can link their

schedules to a symbol or task row on any of your schedules and bring up the latest update with just a click of the mouse.

(When setting up the link, just locate the network file you want to link.)

Link a Symbol to a Web Page.

It’s just as easy to hyperlink a symbol to a web site on the Internet or your company’s internal Intranet. For example, you

might want to link to a web page that has been set up for your project.

Set up a hyperlink to KIDASA Software’s web site: 1. Click the arrow tool in the toolbox.

2. In the Marketing task row click the Web Project symbol. The toolbar will

change to the Selection tab Current Object :Symbol choose the Hyper‐

links tab.

3. Click

Add

URL

button

. This

brings

up

the

Add

Internet

or

Intranet

URL

dialog box.

4. In the blank space provided, type in http://www.kidasa.com

5. Click OK to exit the Add Internet or Intranet URL dialog box.

Activate a Linked URL.

Now, let’s visit KIDASA’s web site by activating the Hyperlink we just set up.

1. Right‐click the Web Project symbol. This brings up the right click menu.

2. Click Hyperlink: http://www.kidasa.com.

If an Internet browser has been installed properly on your computer, it will

be started and within seconds you should see KIDASA Software’s home page. Right Click Menu With Hyperlink



9-1

Lesson 9 ‐ Create a Schedule from Spreadsheet Data


Smart Import from Clipboard

Copy Information from a Spreadsheet Program into Milestones Professional.

Map the Spreadsheet Data to Specified Areas in Milestones Professional.

More information about the Milestones Import Map

Smart Import from Clipboard

Importing into Milestones from a spreadsheet is made easier with Smart Import From Clipboard. Choose File | Import Op‐

tions | Custom

|Smart

Import

from

Clipboard.

To

populate

a schedule

in

Milestones

with

the

following

information,

the

column headings in the spreadsheet must be headed exactly as follows:

Start Date ‐ brings in a milestone

End Date ‐ brings in a milestone

Note:

If both a start date and an end date are on the same

row they will be connected with a bar.

Outline Level ‐ creates an outline level column that num‐

bers the task

WBS ‐ creates a WBS column that numbers the tasks

Note:

These columns also establish an indention level for

tasks. To have indention show in a column of Mile‐

stones you must set up an indention value. Using the

arrow tool click on the column heading of the column

to be indented. The toolbar will change to Current

Object Column Heading choose Switch to Column. In

the Column Type and Format section type in a value

under Indent per Outline Level. Press the apply but‐

ton.

To have summary bars generate in a Milestones

schedule choose the Layout tab. In the Other section

choose Summary

Bar

Settings.

Under

When

to

Draw

choose Always.

Note: All other columns in the spread sheet will come into the Milestones schedule as text columns.

If your spreadsheet contains baseline dates and percent complete information, you must set up a Milestones schedule with

the following SmartColumns prior to using the Smart Import From Clipboard option.

Baseline Start Date ‐ brings in a milestone

Baseline End Date ‐ brings in a milestone

Note:

If both a baseline start date and baseline end date are on the same row they will be connected with a bar.

% complete

‐brings

in

a status

symbol

then

fills

the

symbols

and

bars

for

a task

with

color

to

the

status

date.

Note:

To have percent complete be accurate, hourly minute detail must be turned on in Milestones. Choose the Dates tab.

In the Start and End Dates section, choose More Settings. Click Hourly /Minute. Check both Allow Hourly and Min‐

ute detail.

To have the task bars fill with color based on the percent complete, you must have fill to status turned on. Choose

the Dates tab. In the Date Related Settings section check both Symbols & Bars: Fill to Status Date

The 32nd symbol in the toolbox becomes the status symbol. Double click this symbol in the toolbox to change its

properties.

Note: Column names in the spreadsheet and in the Milestones schedule must match exactly to have the information popu‐

late the Milestones schedule.

Spreadsheet Information

Milestones Schedule Generated From Smart Import From Clipboard



9-2










insure you have access to saving and editing of this tutorial file.


Copy Information from a Spreadsheet Program into Milestones Professional.

Open the Spreadsheet for this Lesson 1. Start up your computer’s spreadsheet program. (If you do not have a

spreadsheet program, you can create a table in another application

such as

Word

and

use

the

information

for

this

lesson).

2. Open the spreadsheet for this lesson. Note the file for this lesson is a

csv. The file is called Spreadsheet.csv and is located in the Program

Files\KIDASA\Milestones Professional 2010\Samples\lessons folder.

3. Here is a snapshot of the information in the spreadsheet:

Note: When creating date fields in the spreadsheet the format must be

in the default date order, such as m/d/y that your computer uses.

Copy the spreadsheet information to the clipboard 1. In your spreadsheet program, select these cells, as shown:

2. Click Copy on your spreadsheet program’s Edit menu. This will copy

the information to the Windows Clipboard.

Spreadsheet Information

Copy Spreadsheet Information



9-3

Import the data from the clipboard into your Milestones Professional schedule

1. Move over to your Milestones Professional schedule (usually by clicking the Milestones Professional icon on the Win‐

dows task bar).


3. In the Import Options section choose Custom.

4. From the menu choose Custom Import From Clipboard. The Import: Custom Format dialog box appears.

5. In the Import: Custom Format dialog box, you will map the spreadsheet fields to Milestones fields and columns.

The numbers in the graphic below correspond to the next few steps in this tutorial:

1. First, click the Clear Settings button. This will erase any previous filter settings

2. Under Fields from line 1 of input file, click once on Field 1: Computer Checkout.

"Computer Checkout" is in the first cell in the first column of the spreadsheet. Field 1 includes all of the first column

data, as represented by "Computer Checkout."

3. Under Field Usage in Schedule, click once on Column 10.

This maps the list of project steps from the spreadsheet to column 10 on your schedule. Column 10 is the column

named "Project" in this example. See page 9‐4 for information regarding mapping to column 10.

4. Under

Fields

from

line

1 of

input

file,

click

once

on

Field

2:

3/9/2007.

"3/9/2007" is in the first cell in the second column of the spreadsheet. Field 2 includes all of the second column data, as

represented by "3/9/2007".

5. Under Field Usage in Schedule, scroll and click once on Task_1_Start_Date.

This maps the dates in the second column of the spreadsheet to the start dates on your schedule.

6. Under Fields from line 1 of input file, click once on

Field 3: 11/20/2007.

"11/20/2007" is in the first cell in the third column

of the spreadsheet. Field 3 includes all of the third

column data, as represented by "11/20/2007".

7. Under Field Usage in Schedule, scroll and click

once on Task_1_End_Date.

This maps the dates in the third column of the

spreadsheet to the end dates on your schedule.

8. Under Current Filter Name, type My Filter.

9. Click the Save Settings button.

10. Click the Continue Import Using Current Filter

button. The schedule now contains the imported

tasks and dates from the spreadsheet.

11. Note: If filters need to be exchanged between

colleagues click either Export or Import filter.

Imported Data From A Spreadsheet Schedule

Import Dialog Box



9-4

More information about the Milestones Import Map

Fields in the Map and how they translate into the Milestones Schedule Column Custom Fields

When mapped into the following Milestones fields, information from a spreadsheet will display in a Milestones text col‐

umn. Milestones Text columns just display text and do not populate the schedule or calculate values.

Milestones allows 20 columns of information on a single schedule.

10 columns on either side of the schedule area.

Columns 1‐10 are on the left side of the schedule.

Columns 11‐20 on the right side of the schedule.

Column numbering goes from left to right, therefore column number 1 is the 10th column away from the left side of the

schedule area. Column 10 is next to the schedule area on the left side. On the right side, column 11 is the column next to

the schedule area and column 20 is the tenth column away from the schedule area. See picture.

Milestones Custom Fields

Milestones Column Layout



9-5

Task Start and End Date Custom Fields

When mapped into the following Milestones fields, date information from a spreadsheet will display symbols connected

with a bar or just a symbol in a Milestones schedule.

When dates from columns in a spread‐

sheet are

mapped

into

a combination

of Task_#_Start Date and Task_#_End

Date (the # must be the same) fields, a

start symbol, a bar and an end symbol

are added to the schedule. See pic‐

ture.

Note: Date information in a spread‐

sheet must be formatted in the cur‐

rent short date format, such as m/d/y.

Note: Times can be included.

When a date column from a spread‐

sheet is mapped to either the

Task_#_Start Date or the

Task_#_End field a single milestone

will be added to the schedule. See

picture.

Note: Date information in a spread‐

sheet must

be

formatted

as

month/

day/year.

Date Information

Generates

A

Symbol,

Bar,

Symbol


Date Information Generates A Symbol

Note: When Milestones Professional imports from excel it uses the symbols in the toolbox in a specific order.

This order is left to right, top to bottom. If you skip a date field in the mapping, Milestones skips a symbol in the tool‐

box. Once you get to the field Task_Start_Date_15 Milestones goes back to the top of the toolbar and uses the symbols

again, left

to

right

top

to

bottom.



9-6

Task Milestone Date Custom Fields

When mapped into the following Milestones Custom Fields, date information from a spreadsheet will display individual

symbols in a Milestones schedule.

Milestone_Date_1

Milestone_Date_2

Milestone_Date_3

Milestone_Date_4

Note: Date information in a spreadsheet

must be formatted as month/day/year.

Task

Date

and

Time

Custom

Fields

When mapped into the following Milestones Custom Fields, date and time information from a spreadsheet will display sym‐

bols connected with a bar or just a symbol in a Milestones schedule. These symbols will be placed on the schedule at the

date and time as specified in the spreadsheet columns.

When date and time information from

columns in a spreadsheet are mapped

to a combination of Task_#_Start,

Year, Month, Day Hour, Minute and

Task_#_End, Year, Month, Day, Hour,

Minute (the # must be the same) a

start symbol, a bar and an end symbol

are

added

to

the

schedule.

See

pic‐

ture.

If only mapped to either the

Task_#_Start, Year, Month, Day Hour,

Minute or the Task_#_End, Year,

Month, Day, Hour, Minute fields a

single milestone will be added to the

schedule. See picture.

Date Information Generates A Symbol (Milestone)

Milestones Custom

Fields

Detailed Date Information Generates A Symbol, Bar, Symbol Or Just A Sybmol




9-7

Outline Level WBS Custom Field

When mapped into the following Milestones Custom Fields, Outline Level and WBS information from a spreadsheet will

display outline levels & WBS levels in the Milestones schedule.

Outline_Level

WBS_Number

Outline Level example:

Map the outline level field from a spreadsheet to the Outline Level field in Milestones.

Note:

Notice the Project column information

in the Milestones schedule is indented

based on the outline level. This indenta‐

tion was set up in the Milestones sched‐

ule before importing. Using the arrow

tool click on the column heading the

toolbar will change to Current Object

Column Heading choose Switch to Col‐

umn in the Column Type and Format

section. Type in a value under Indent

per Outline

Level.

Press

the

apply

but

‐ton. Every column needs an indention

value if you want the column to be in‐

dented based on the outline level.

You can map your Outline Level to a

column or you can set up an Outline

Level SmartColumn in Milestones be‐

fore importing and have Milestones populate the column. The Lev. Column (an outline level smart column) in the Mile‐

stones schedule was set up in Milestones prior to importing.

To have summary bars generate in a Milestones schedule choose the Layout tab. In the Other section choose Summary

Bar Settings. Under When to Draw choose Always.

WBS

Example:

WBS numbering works the same as the outlining import. Map the WBS field from the spreadsheet to the WBS field in Mile‐

stones. The column to be indented based on WBS must be set up with indention in the Milestones file before importing.

You can map your WBS numbering to a column or you can set up a WBS SmartColumn in Milestones before importing and

have Milestones populate the column. In Milestones you have the option to select your WBS formatting.

Outline Level Results

Milestones

Custom Fields

WBS Results

WBS Options



9-8

Successors Custom Field

When mapped into the following Milestones field, Successor information from a spreadsheet will display vertical links be‐

tween tasks in the Milestones' schedule.

Successors

How to format successor information in the

spreadsheet.

1. Click on the cell with in the successor column

where the link is to start.

2. Next

enter

the

task

row

number

to

where

the

link is going. Note: The first task row in spread‐

sheet is counted as 0.

3. Finally, enter the direction of the link. Choose

from one of the following options: SF (Start to

Finish) SS (Start to Start) FS (Finish to Start) FF

(Finish to Finish).

Milestones Custom Field

Successors Results

Percent Complete Custom Field

When mapped into the following Milestones field, Percent Complete information from a spreadsheet will display the per‐

cent complete of a task by establishing a status symbol then filling the symbols and bars for a task with color.

Percent_Complete

Note:

To have percent complete be accurate, hourly

minute detail must be turned on in Milestones.

Choose the Dates tab. In the Start and End

Dates section, choose More Settings. Click

Hourly /Minute. Check both Allow Hourly and

Minute detail.

To have the task bars fill with color based on the

percent complete, you must have fill to status

turned on. Choose the Dates tab. In the Date

Related Settings section check both Symbols &

Bars: Fill

to

Status

Date

The 32nd symbol in the toolbox becomes the

status symbol. Double click this symbol in the

toolbox to change its properties.

Milestones Custom Field

Duration Custom Field

When mapped into the following Milestones fields, Duration information from a spreadsheet will display a symbol, bar,

symbol in the Milestones schedule.

Duration

Negative_Duration

Note:

A positive duration value in the spread‐

sheet is used to generate a symbol, bar, sym‐

bol when the task’s start date is available in

the spread sheet and imported.

A negative duration value in the spreadsheet

is used to generate a symbol, bar, symbol

when the task’s end date is available in the

spread sheet and imported.

The Negative_Duration import field in the

Milestones custom import is used only when a

negative number

can

not

be

used.


Percent Complete Results

Duration Results



10-1

Lesson 10 ‐ Working with a Master Schedule


Create a master schedule from three sub‐schedules.

Make changes to the sub‐schedules, then update the master schedule.

With the Milestones Professional master scheduling system, you can combine schedules into a single "master" schedule. All

"sub‐schedules" that make‐up the master schedule should have the same format (same columns, symbology, legend, etc.).








your Documents folder. Choose the File tab, in the Files and Tem‐



tutorial file.

Note: Lesson 10 Starter Schedule.mld does not contain values or col‐

umn text because it is the "blank slate" that will fill‐up with the information from the sub‐schedules.

Lets look at the two sub schedules we will bring into the master schedule ( Lesson 10 Starter Schedule.mld). Project 1 Schedule




3. Choose

Lesson

Chart.

4. Select Lesson 10 Project 1.mld.

5. Now Save the schedule to an accessible folder on your hard drive. This

will insure you access to saving and editing of this tutorial file.

Project 2 Schedule





4. Select Lesson 10 Project 2.mld.

5. Now Save the schedule to an accessible folder on your hard drive. This

will insure you access to saving and editing of this tutorial file.

Note: All three schedules have the same format.


Project 1 Schedule

Project 2 Schedule



10-2

Set up the master schedule


2. In the Window Control section choose Switch Windows

3. From the menu choose Lesson 10 Starter Schedule.mld to make it the active schedule.


5. In the Master/Update section choose Master Schedule... the Master Schedule Properties dialog box appears.

6. Check on Treat the Current Schedule as a Master Schedule.

7. Check

on

Automatically

Update

when

Master

Schedule

is

Opened.

8. Click the Add Schedule button.

9. Locate where you saved Lesson 10 Project 1.mld and select it.

10.Click the Open button.

11.Click the Add Schedule button.

12.Locate where you saved Lesson 10 Project 2.mld and select it.

13.Click the Open button.

14.Choose OK to return to the schedule. Nothing appears in the master schedule until you update it, as follows:

15.Choose the File tab.

16.In the Master/Update section choose Update Master Schedule, Linked Symbols then choose Master Schedule.

17.A dialog box appears showing which schedules were [Updated Successfully] or [Update Failed]. Choose OK to see the

new schedule.

Master Schedule



10-3

Update the master schedule with changes to one of the sub‐schedules

1. Keep the master schedule open.


3. In the Window Control section choose

Switch Windows.

4. From the menu choose Lesson 10 Pro‐

ject 1.mld to make it the active sched‐

ule.

5. Click

on

the

arrow

tool

in

the

tool

‐

box.

6. Go to Team 1 ‐ Task 2 task row, and click

‐and‐drag the blue arrow status symbol

to the date 2/8. Notice the Percent

Complete has changed to 100%.

7. Click on the text tool in the toolbox.

8. In the Cost to Date column, on the Team

1, Task 2 cell, click on $600 and back‐

space through the number and change it

to 2000.

9. Save the schedule.

Notice that Funding Status symbol changed from green to red and the Actual bars in the DataGraph for January and Feb‐

ruary show an increase.

10.Select the View tab.

11.In the Window Control section choose

Switch Windows.

12.From the menu choose Lesson 10 Starter

Schedule.mld to make it the active

schedule.

13.Choose the

File

tab.

14.In the Master/Updates section choose

Update Master Schedule, Linked Sym‐

bols then choose Master Schedule.

15.A dialog box appears showing which

schedules were [Updated Successfully] or

[Update Failed]. Choose OK to see the

new schedule.

Notice that the changes made in the Lesson 10 Project 1.mld schedule appear in the Master Schedule.

Notes:

You only need to set up the master schedule once.

Changes in the master schedule do not appear in the sub‐schedules.

When the underlying schedules are changed (and saved) and the master schedule is updated, the master

schedule will reflect the most recent saved changes.

Schedules on other computers on your network can be referenced by a master schedule.

Because master and sub‐schedules need to have the same format, it's best to use a template when initially

creating all

sub

‐schedules

and

the

master

schedule.

Project 1 Schedule

With

Changes

Master Schedule

With

Changes



11-1

Lesson 11 ‐ Introduction to DataGraphs and ValueSets 1, 2, & 3


Create a Type 1 ValueSet: Keyed‐in Global Values. “Budget”

Create a Type 2 ValueSet: Sum of Values Keyed into Task Rows. “Costs”

Create a Type 3 ValueSet: Allocate Column Values Across Timeline. “Manhours”

Enter the values for the "Costs" ValueSet.

Set up DataGraphs that Display the ValueSets.

Create a Values SmartColumn (a column that contains values).

Enter Values in the Values SmartColumn



2. In the Files and Templates: Open and Save Options section,

click the down arrow next to Open.



5. Save the schedule to an accessible folder on your hard drive,

such as your Documents folder. Choose the File tab, in the

Files and Templates: Open and Save Options section click Save

As ... choose Chart. This will insure you have access to saving

and editing of this tutorial file.

Schedule with DataGraph Generated form ValueSets

You may have numerical information that you would like to

show along with your schedule. These numerical values are

contained in value categories called ValueSets (e.g. Manhours,

Budget, and Costs) and can be graphed in any of three possi ‐

ble DataGraphs, as well as totalled for each row (in columns).

There ar e five different types of ValueSets possible with Mile‐

stones Professional. In this lesson you will learn about Types 1,

2, and 3; how to incorporate the values in columns into Value‐

Sets; how to change ValueSet properties; how to add Value‐

Sets to DataGraphs; and how to change the properties of the

DataGraphs.




11-2

Create the Type 1 ValueSet: Keyed‐in Global Values "Budget"

First, let's create one Type 1 ValueSet. These values are entered by specified

time increments (daily, weekly, monthly, etc.) and do not relate to specific

tasks. Here, we will enter monthly Budget values for the whole project, not

values for each task row.

1. Click the Tools tab.

2. In the Graph Options section choose Set Up ValueSets. The Create or Edit

ValueSets dialog box appears.

3. For

the

Set

Alignment

for

ValueSets

option

choose

Monthly

as

the

time

period to align the values:

4. Click the first Create/Edit button (to the left of 1: No Name Assigned ...) to

reach the ValueSet Properties dialog box.

5. For ValueSet Name enter Budget.

6. Under the Data Source tab, choose Type 1 as the ValueSet type.

7. Click the Display/Edit Values... button. The Edit Values dialog box comes up.

8. In the Edit Value dialog box enter a monthly budget value in each cell under

Value.

Note: The From date for row 1 is defined by the start date of this schedule

(1/1/07). The To date for row 1 is defined by the monthly alignment, as

chosen in Step 2. Thus, row 1 is January's budget, row 2 is February's

budget, and so on.

9. Choose OK to return to the ValueSet Properties dialog box.

10.Click the Graphic Properties tab to make selections for the "look" of these values in

the DataGraph. Set your ValueSet Display Properties and Graph Properties as de‐

picted.

11.Click OK to return to the Create or Edit ValueSets dialog box (keep this dialog box

open for the next set of instructions).

Create ValueSet

Align Values By The Month

Graphic Properties

Entered Values

ValueSet Type

ValueSet

Enter Values



11-3

Create the Type 2 ValueSet: Sum of Values Keyed into Task Rows. "Costs"

Now, let's create one Type 2 ValueSet. These values are entered by specified time increments (daily, weekly, monthly, etc.)

and DO relate to specific tasks (unlikeType 1). Later, we will enter monthly Costs values for each of the project steps.

1. Click the second Create/Edit button (to the left of 2: No

Name Assigned ...) to reach the ValueSet Properties

dialog box.

2. For ValueSet Name enter Cost.

3. Under the Data Source tab, choose Type 2 as the Value‐

Set type.

4. Click the Graphic Properties tab to

make selections for the "look" of these values in the DataGraph. Set your Val‐

ueSet Display Properties and Graph Properties as depicted.

5. Click OK to return to the Create or Edit ValueSets dialog box (keep this dia‐

log box open for the next set of instructions).

Note: Row

2.

Cost.

Contains

0 Values.

Values

will

be

entered

later.

Create the Type 3 ValueSet: Allocate Column Values Across Timeline."Manhours"

Now, let's create one Type 3 ValueSet. These values are taken from a Values SmartColumn, then evenly distributed across

each task's Gantt bar, and graphed by time period in the DataGraph. Here, the Manhours column will contain the values for

this Manhours ValueSet.

1. Click the third Create/Edit button (to the left

of 3: No Name Assigned ...) to reach the Val‐

ueSet Properties

dialog

box.

2. For ValueSet Name enter Manhours.

3. Under the Data Source tab, choose Type 3 as

the ValueSet type.

4. For Select Column scroll to 11. Manhours

5. Check on Allocate to Current Date.

6. Click the Graphic Properties tab to make selections for the "look" of these

values in the DataGraph. Set your ValueSet Display Properties and Graph

Properties as depicted.

7. Click OK to return to the Create or Edit ValueSets dialog box, where you

should have these three ValueSets:

8. Choose OK to return to the schedule.

Note: You will not notice a change in the schedule because the Data‐

Graph is not set‐up.

Graphic Properties

Graphic Properties

ValueSet Type

ValueSets

ValueSet Type

ValueSets



11-4

Enter the values for the "Costs" ValueSet.

The Costs ValueSet already exists, yet does not contain values. On a row‐by‐row basis, we will now enter those values.

Enter the costs for the Research task row... 1. Click the arrow tool in the Toolbox.

2. On the schedule, right‐click the word Research, from the right click menu choose Edit ValueSet .

3. Click the Edit button to the left of 2. Costs.

4. The Edit Values dialog box appears. Since Research takes place only in January and February,

there are

no

costs

associated

with

other

months.

Therefore,

enter

2000.00

for

January

and

5000.00 for February as depicted.

Note: The From date for row 1 is defined by the start date of this schedule. The To date for row 1 is defined by the

monthly alignment, as chosen when the Budget ValueSet was created. Thus, row 1 is January's costs, row 2 is February's

costs, and so on.

5. Click OK, and OK again, to return to the schedule.

Enter the costs for Design... 1. Right‐click the word Design and choose from the right click menu Edit ValueSet .


3.

Since

Design

takes

place

only

in

February

and

March,

there

are

no

costs

associated

with

other

months.

Therefore,

enter

4000.00 for February and 2000.00 for March.


Enter the costs for Prototype... 1. Right‐click the word Prototype and choose from the right click menu Edit ValueSet.


3. Since Prototype takes place only in March, there are no costs associated with other months. Therefore, enter 1400.00

March.


Enter the

costs

for

Testing...

1. Right‐click the word Testing and choose from the right click menu Edit ValueSet .


3. Since Testing takes place only in March and April, there are no costs associated with other months. Therefore, enter

1400.00 for March and 4500.00 for April.


Note: You will see the values you entered in each task row however the graph will not appear yet.

Values Edit ValueSet



11-5

Set up the DataGraphs that will Display the ValueSets.

In the previous steps, you set up three ValueSets ( Budget, Costs, and Manhours ) and entered the values for two of those

ValueSets ( Budget and Costs ).

Next, you will set up two DataGraphs: the first will display Budget and Costs , and the second will display Manhours.


2. In the Graph Options section choose Setup Data‐

Graph. The DataGraph Options dialog box appears.

3. Under the DataGraph 1 tab, make the selections as de‐

picted:

4. Click the Assign ValueSets to this Graph... button the

Assign ValueSet to DataGraph dialog box comes

up. Check on 1. Budget. Contains 4 Values and 2.Cost.

Contains 5 Values as depicted:

5. Click OK

6. Click the DataGraph 2 tab, and make the selections as depicted:

7. Click the Assign ValueSets to this Graph... button. Click the Assign

ValueSets to this Graph... button the Assign ValueSet to Data‐

Graph dialog box comes up. Check on 3. Manhours. Contains 4

Values as depicted:

8. Click OK and OK to return to the schedule.

Note: The Manhours datagraph will not be generated until the

Manhours column is set‐up as a Values SmartColumn.

DataGraph Options

DataGraph Options

Assigned ValueSets

Assigned ValueSets

Schedule with DataGraph



11-6

Enter Values in the "Manhours" Values SmartColumn

1. Click the text tool in the Toolbox.

2. Click once in the Manhours column for the Research task row.

3. Enter a value like 500. As you enter a number the graph will build.

4. Hit Enter or Return or the down arrow key on your keyboard, to get

to the next task row's Manhours cell.

5. Enter the next value, then go the next task row's Manhours cell.

6. Continue to enter the values for the whole Manhours Values SmartColumn. When the last value is entered do not click

enter or down arrow. Simply click with your mouse outside the schedule. If you do select enter or the down arrow this

will take you to a second page. To get back to the first page choose the Edit tab. In the Delete section choose Current

page.

Create a Values SmartColumn that Contains User‐Entered Values

You will change the Manhours column to a Values SmartColumn, then enter values for that column.

1. Click the Manhours column heading. The toolbar will change to the Selection tab Current Object :Column Heading

choose Switch to Column.

2. In the Column Type and Format section click the down arrow and choose Values. The Indicators for Values column dia‐

log box appears.

3. In the Indicators for Values column dialog box, choose OK to return to the schedule

Note: You will now see 0's in the Manhours SmartColumn.

Values

Schedule With DataGraphs



12-1

Lesson 12 ‐ Create Type 4 and Type 5 ValueSets, ValueSet SmartColumns, and DataGraphs


Create Two Type 4 ValueSets (values embedded in symbols). “MATERIAL” & “LABOR”

Create One Type 5 ValueSet (values totalled from other ValueSets). Totals “MATERIAL” & “LABOR”

Create Two DataGraphs that Display the Three ValueSets

Create ValueSet SmartColumns (total the values embedded in symbols, row‐by‐row).






4.

Select

Lesson

12

Starter

Schedule.mld.





tutorial file.

This schedule will track material costs, labor costs, and the total of the

two costs. The yellow symbols will contain labor cost values, and the

blue symbols will contain material cost values. Lesson 12 Starter Schedule

You may have numerical information that you would like to show along with your schedule. These numerical values are con‐

tained in value categories called ValueSets and can be graphed in any of three possible DataGraphs, as well as totalled for

each row (in columns).

Type 4 ValueSet values are attached to symbols (as shown above). When the symbol moves, the values move with them. If

the symbols move to a new time period (from January to February), then the DataGraph changes. If any values, attached to

the symbols, increase or decrease, then the column values and DataGraph values also change. Each symbol can contain up

to 9 ValueSet categories.

The Type 5 ValueSet can total up to 8 other ValueSets (as shown above). In this example, it will total two other ValueSets.



12-2

Create Two Type 4 ValueSets (values embedded in symbols). “MATERIAL” & “LABOR”

First, let's create two Type 4 ValueSets (Uses values from symbol). Then we'll create one Type 5 ValueSet (Total of two Value‐

Sets), and two DataGraphs that display all three ValueSets.


2. In the Graph Options section choose Set Up ValueSets. The Create or Edit ValueSets dialog box appears.

3. Choose Monthly

as the time period to align the values:

4. Click the first Create/Edit button (to the left of 1: No Name Assigned.) to

reach the ValueSet Properties dialog box.

5. For ValueSet Name enter Material.

6. Under

the

Data

Source

tab,

choose

Type

4 as

the

ValueSet

type.

7. Click the Graphic Properties tab to make selections for the "look" of these

values in the DataGraph. Set your ValueSet Dis‐

play Properties and Graph Properties as depicted.

8. Click OK to return to the Create or Edit ValueSets dialog box.

9. Click the next Create/Edit button (to the left of 2: No Name Assigned) to reach the

ValueSet Properties dialog box.

10.For ValueSet Name enter Labor.

11.Under the Data Source tab, choose Type

4 as

the

ValueSet

type.

12.Click the Graphic Properties tab to make

selections for the "look" of these values in

the DataGraph. Set your ValueSet Display

Properties and Graph Properties as de‐

picted.

13. Click OK to return to the Create or Edit

ValueSets dialog box. You now have two

Type 4 ValueSets that do not contain values

(that comes later). keep this dialog box

Align Data

Create ValueSet

Create ValueSet

ValueSet Type

ValueSet Properties

ValueSet

Properties

ValueSet Type



12-3

Create One Type 5 ValueSet (values totalled from other ValueSets). Totals “Material”and “Labor”

1. Click the third Create/Edit button (to the left of 3: No Name Assigned ) to reach the ValueSet Properties dialog box.

2. For ValueSet Name enter Total.

3. Under the Data Source tab, choose Type 5 as the ValueSet type.

4. Click the Pick ValueSets to Sum button. The Select ValueSets to Sum dialog

box appears.

5. In the Select ValueSets to Sum dialog box Check on 1. Material and 2. La‐

bor.

6. Click OK.

7. Click the Graphic Properties tab to make selections for the "look" of

these values in the DataGraph. Set your ValueSet Display Properties

and Graph Properties as depicted.

8. Click OK to return to the Create or Edit ValueSets dialog box. You now

have two Type 4 ValueSets and one Type 5 ValueSet, none of which

contains values. Choose OK to exit.

Note:

Nothing

visible

has

changed.

ValueSet Properties

ValueSet Type

Select ValueSets

Create ValueSet



12-4

Create Two DataGraphs that Display the Three ValueSets

The first DataGraph will contain the Labor ValueSet and the Material ValueSet, while the second DataGraph will contain the

Total ValueSet.


2. In the Graph Options section choose Setup DataGraph. The DataGraph Options dialog box appears.

3. Under the DataGraph 1 tab, make the selections as depicted:

4. Click the Assign ValueSets to this Graph... button. Check on 1. Material and 2. Labor,

then click OK as depicted.

5. Under the DataGraph 2 tab, make the selections as depicted:

6. Click the Assign ValueSets to this DataGraph button. Check on 3. Total, then click

OK.

7. Click OK to return to the schedule, where your DataGraphs should look like this:

Select ValueSets

DataGraph Options

DataGraph Options

Select ValueSets

Schedule With DataGraphs



12-5

Enter "Symbol Values" for Material and Labor ValueSets

For each symbol, you can enter a value for Material ValueSet and/or Labor ValueSet. In this lesson, let's enter Labor cost

values in the yellow symbols, and enter Material cost values in the blue symbols, in keeping with the color scheme of the

columns and DataGraph.

1. Click the arrow tool in the Toolbox.

2. Click the left‐most yellow symbol on the Project A task row.

The toolbar will change to the Selection tab Current Ob‐

ject :Symbol choose the ValueSets tab.

3. In

the

Labor

slot,

enter

a currency

value

(without

the

$ sign),

such as 800 for $800 press the apply button .

4. Click the next symbol (blue symbol) on the Project A task row.

5. In the Material slot, enter a currency value (without the $

sign), such as 1000 for $1,000 press the apply button .

6. Click the next symbol on the Project A task row. Since this is a

yellow symbol, in the Labor slot, enter a value, then click OK.

Keep the value entries between $300 and $1,000.

7. Continue this process, entering Material values for each blue

symbol. Keep the value entries between $300 and $1,000.

8. Continue

this

process,

entering

Labor

values

for

each

yellow

symbol. Keep the value entries between $300 and $1,000.

As you enter each value you can see the graph change.

The Y ‐axis values in the DataGraph are automatically calculated and will adjust to changing values. Optionally, you can over ‐

ride them by right ‐clicking the appropriate DataGraph, choosing DataGraph Properties , then entering High Number , Incre‐

ment and Low Number . You should only do this after all values are entered.

Create ValueSet SmartColumns (total the values embedded in symbols, row‐by‐row).

ValueSet SmartColumns sum specified ValueSets for each task row. For example, if we define the Material Costs column as a

ValueSet SmartColumn that "uses" the MaterialValueSet values, then it will total those dollars for each task row.

Enter Material Costs

1. Click the Material Costs column heading. The tool‐

bar will change to the Selection tab Current Ob‐

ject :Column Heading choose Switch to Column.

2. In the Column Type and Format section. Click the

down arrow, scroll and choose ValueSet from the

menu. The ValueSet Options dialog box appears.

3. For ValueSet to Use, choose 1. Material.


Enter Labor Costs

1.

Click

the

Labor

Costs

column

heading.

The

toolbar

will change to the Selection tab Current Ob‐

ject :Column Heading choose Switch to Column.

2. In the Column Type and Format section. Click the

down arrow and choose ValueSet from the

menu. The ValueSet Options dialog box appears.

3. For ValueSet to Use, choose 2. Labor..


You should see the value totals for each row, including the All Pro‐

jects row. We did not enter values for this row; however, since the

schedule is outlined, the lower ‐level values are summed on (or "roll ‐

up" to) the upper ‐level tasks.

Enter Labor Values

Enter Material Values

Schedule With

Datagraphs

Generated

From

Type

4 And

5 ValueSets



13-1

Lesson 13 ‐ Calculation/Indicator Columns and Percent Complete Pies


Create a Percent Complete SmartColumn with a Percent Complete Pie.

Create Two Values SmartColumns (columns that contain values), “Cost” &

“Budget”.

Enter Values in to the Values Smart Columns, “Cost” & “Budget”.

Create One Calculation/Indicator SmartColumn and Set Conditions for

Symbols to Appear.










insure

you

have

access

to

saving

and

editing

of

this

tutorial

file.

Note: This schedule has basic schedule information already included: task

names, symbols and connectors, column headings, a legend, and a Toolbox

containing the specific symbols needed for a "stoplight" indicator schedule. Lesson 13 Starter Schedule

Create a Percent Complete SmartColumn with a Percent Complete Pie.

Percent Complete is used for showing and maintaining your project's progress. By default, this column will show progress

based on the current date (here, the vertical dotted line). If you want to establish progress differently, you can create a

status symbol ( here, the yellow arrow) to manipulate the progress of project tasks as necessary.

1. Click the % Comp. column heading. The toolbar will change to the Selec‐

tion tab Current Object :Column Heading choose Switch to Column .

2. In the Column Type and Format section click the down arrow in the box

that contains (none) scroll and choose Percent Complete. The Percent

Complete Settings dialog box appears.

3. In the Display Settings check on Include Percent Complete Symbol in

column.

4. Choose Symbol on Left.

5. Click OK to return to the schedule. Your schedule will now have informa‐

tion in the % Comp. column.

6. Click the arrow tool in the Toolbox.

7. Go to the Carpet/Flooring task Click (and hold the mouse button) on the

status symbol, and move the symbol to the left or right, then release the

mouse button. Notice the % change in the Percent Complete column for this

task.

8. Click the text tool in the Toolbox.

9. Move the cursor to Carpet/flooring task click after the 45% in the Percent

Complete cell. Back space through the 45%.

10.Enter a new value, such as 75 (for 75%), then click Enter on your key‐

board. Notice that the status symbol moved to match the new percent

Percent Complete Column

Percent Complete

Change

A Values SmartColumn contains numbers that

the user enters. A Calculation/

IndicatorSmartColumn can perform a basic

calculation ( ‐+\x) between two columns that

contain values, then display the calculated

values and/or symbols based on those calcu‐

lated values.



13-2

Create Two Values SmartColumns, “Cost” & “Budget”.

You will change both the Cost and Budget columns to Values SmartColumns, then enter values for each.


2. Click the Cost column heading. The toolbar will change to the Selection tab Current Object :Column Heading choose

Switch to Column.

3. In the Column Type and Format section click the down arrow in the box that contains (none) scroll and choose Val‐

ues. The Indicators for Values Column dialog box appears.

4. Click OK because you only want to display the values that you will enter.

5. On the toolbar in the Column Type and Format section under Decimal Places: check on Currency.

Now, do the same for the Budget column.

1. Click the Budget column heading. The toolbar will change to the Selection tab Current Object :Column Heading choose

Switch to Column.

2. In the Column Type and Format section click the down arrow in the box that contains (none) scroll and choose Val‐

ues. The Indicators for Values Column dialog box appears.


4. On the toolbar in the Column Type and Format section under Decimal Places: check on Currency.

Cost and Budget Values SmartColumns Schedule

Enter Values into the Values SmartColumns,, “Cost” & “Budget”.

1. Click the text tool in the toolbox.

2. Click once in the Cost column for the Foundation task row (The BHSubdiv, Lot 50 task is the sum‐

mary level. All information for this task will fill in based on the lower level tasks).

3. Enter a value like 500 (for $500).

4. Hit Enter or Return or the down arrow key on your keyboard, to get to the next taskrow's Cost

cell.

5. Enter another value, then go the next task row's Cost cell.

6. Continue to enter values for the whole Cost Values SmartColumn.

7. Repeat the process for the Budget Values SmartColumn.

Note: Cost and Budget values for the Blockhouse Subdiv, Lot 50 task row are automatically totalled because the schedule is

outlined. This setting is under Layout menu in the Other section choose Summary Bar Settings...

Cost and Budget

Values SmartColumns



13-3

Calculation Setting

Create One Calculation/Indicator SmartColumn and Set Conditions for Symbols to Appear

Now, let's define the Budget ‐(minus) Cost column as a Calculation/Indicator SmartColumn that subtracts the Cost column

values from the Budget column values, then displays symbols based on those values.

1. Click the Budget ‐ Cost column heading. The toolbar will change to the Selection tab Current Object :Column Heading


2. In the Column Type and Format section click the down arrow in the box that contains (none) choose Calculation/

Indicator. The Calculation Settings dialog box appears.

3. In the Calculation tab choose Calculation of Two Columns.

4. Under

Calculation

of

Two

Columns

in

the

first

box

click

the

down

arrow

scroll

and

choose:

12:

Budget

, in

the

second

box click the down arrow scroll and choose the minus sign (‐), in the third box click the down arrow scroll and choose:11:

Cost as depicted below.

5. Because

we

want

this

schedule

to

show,

a red

"stoplight"

symbol

to

appear

when

Cost

exceed

Budget

for

a task;

a green

symbol when the Budget exceeds the Cost values; and yellow when the Budget is equal to the Cost. Click the Graphical

Indicators tab.

6. For Column to Compare, choose 13. Budget ‐ Cost as depicted below:

7. Choose Align Symbol on Left as depicted below:

8. Check on Display numerical value also as depicted below:

9. Choose Pick indicator symbology based upon the following conditions: as depicted below:

10.Under

Pick

indicator

symbology

based

upon

the

following

conditions:

selection, click the drop‐down arrow to view 10 active/ignored symbols

and their conditions.

Indicator Symbology

Calculation Setting



13-4

11.Click on the first symbol in the list and the Indicator Condition Settings box

will appear. Make the selections and enter the parameters as depicted

Note: The indicator symbol list is drawn from the symbols in the toolbox.

12.Choose OK to return to the Calculation Settings dialog box

13.Under Pick indicator symbology based upon the following conditions selec‐

tion, click the drop‐down arrow to view 10 active/ignored symbols and their

conditions.

14.Click on the second symbol in the list and the Indicator Condition Settings

box will appear. Make the selections and enter the parameters as depicted.

15.Choose OK to return to the Calculation Settings dialog box.

16.Under Pick indicator symbology based upon the following conditions selec‐

tion, click the drop‐down arrow to view 10 active/ignored symbols and their

conditions.

17.Click on the third symbol in the list and the Indicator Condition Settings

box will appear. Make the selections and enter the parameters as depicted.

18.Choose OK to return to the Calculation Settings dialog box.

19.Click OK to return to the completed schedule. Now your Budget‐Cost col‐

umn should contain numbers and indicators.

20.Click on the Budget‐ Cost column heading the toolbar will change to the Selection tab. In the Current Object Column

Heading section choose Switch to Column.

21.In the Column Type and Format section under Decimal Places: check on Currency. Below is the completed schedule.

Indicator Conditions

Schedule With Calculation Indicator Column





14-1

Lesson 14 ‐ Values SmartColumn with Indicator Symbols, Text and/or Coloring


Create One Values SmartColumn with User‐Entered Values.

Create one Values SmartColumn with Indicator Symbols.

Create a Values SmartColumn that Contains Color or Text Instead of Indicator Symbols.

A Values SmartColumn can contain numbers and/or indicator symbols based on the numbers from the same column or an‐

other column with values.










insure you

have

access

to

saving

and

editing

of

this

tutorial

file.

Note:

The schedule for this lesson will track sales figures for various salesmen

and display symbols based on those sales figures.

This schedule has basic schedule information already included: task names, symbol and connectors, column headings, a

legend, and a Toolbox containing the specific symbols that will be used for indicator symbols.


Create One Values SmartColumn with User‐Entered Values.

You will change the Sales Figures column to a Values smartcolumn, then enter values for that column.

1. Click

the

Sales

Figures

column

heading.

The

toolbar

will

change

to

the

Selection

tab

Current

Object

:Column

Heading


2. In the Column Type and Format section click the down arrow and choose

Values. The Indicators for Values Column dialog box appears.


4. In the Column Type and Format section under Decimal Places: click the

arrow and choose 0. Check on Currency.

Enter values in the "Sales Figures" Values SmartColumn 1. Click the text tool in the Toolbox.

2. Click once in the Sales Figures column for the Salesman 1 task row.

3. Enter a value like 75000 (for $75,000).

4. Hit Enter or the down arrow key on your keyboard, to get to the next task row's Sales Fig‐

ures cell.

5. Enter another value, then go the next task row's Sales Figures cell.

6. Continue to enter values for the whole Sales Figures Values SmartColumn.

7. When you complete your last entry do not hit enter or you will be taken to a second page.

Simply click your mouse outside of the cell.

Toolbar

Sales Figures



14-2

Create One Values SmartColumn with Indicator Symbols.

You will change the Sales $ Indicator column to a Values smartcolumn. This column will look at the values in the Sales Fig‐

ure column, then display symbols based on criteria established.

1. Click the Sales $ Indicator column heading. The toolbar will change to the

Selection tab Current Object :Column Heading choose Switch to Column.

2. In the Column Type and Format section click the down arrow and choose

Values. The Indicators for Values Column dialog box appears.

3. For Column to Compare, choose 11. Sales Figures.

4. Choose Symbol size 1.20.

5. Uncheck Display numerical value also because this column will only contain symbols.

6. Choose Align Symbol in Center.

7. Choose Pick indicator symbology based upon the following conditions as depicted below:

8. Under Pick indicator symbology based upon the following conditions: click the drop‐

down arrow to view 10 active/ignored symbols and their conditions.

9. Click on the first symbol in the list and the Indicator Condition Settings box will ap‐

pear.

10.Make the selections and enter the parameters as depicted. Now, Sales Figures values

from $0 to $29,999 will result in the appearance of the down arrow.

11.Choose OK

to

return

to

the

Indicators

for

Values

Column

dialog

box.

12.Under Pick indicator symbology based upon the following conditions:, click the drop

‐down arrow to view 10 active/ignored symbols and their conditions.

13.Click on the second symbol in the list and the Indicator Condition Settings box will

appear. Make the selections and enter the parameters as depicted. Now, Sales Figures

values from $30,000 to $74,999 will result in the appearance of the left facing arrow.

14.Choose OK to return to the Indicators for Values Column dialog box.

15.Under Pick indicator symbology based upon the following conditions: click the drop‐

down arrow to view 10 active/ignored symbols and their conditions.

16.Click on the third symbol in the list and the Indicator Condition Settings box will ap‐

pear. Make the selections and enter the parameters as depicted. Now, Sales Figures

values from $75,000 to $99,999 will result in the appearance of the yellow diamond.

17.Choose OK to return to the Indicators for Values Column dialog box.

18.Under Pick indicator symbology based upon the following conditions: click the drop

‐down arrow to view 10 active/ignored symbols and their conditions.

19.Click on the fourth symbol in the

list and the Indicator Condition Set‐

tings box will appear. Make the selec‐tions and enter the parameters as de‐

picted below: Now, Sales Figures

values from $100,000 and above will

result in the appearance of the green

diamond.

20.Click OK, and OK again, to return to the completed schedule.

Indicator for Values

First Symbol Indicator Condition

Second Symbol Indicator Condition

Third Symbol Indicator Condition

Fourth Symbol Indicator Condition

Symbol Indicator

Schedule



14-3

Create a Values SmartColumn that Contains Color or Text Instead of Symbols.

1. Click the Sales $ Indicator column heading. The toolbar will change to the Selection tab Current Object :Column Heading


2. In the Column Type and Format section click the Properties button. The Indicators for Values Column dialog box ap‐

pears.

3. Under Pick indicator symbology based upon the following conditions: click the drop‐down arrow to view 10 active/

ignored symbols and their conditions.

4. Click on the Second symbol (yellow left pointing arrow) in the list and the Indicator Condition Settings box will appear.

Make the

selections

and

enter

the

parameters

as

depicted.

5. Click OK, and OK again, to return to the completed schedule.

The schedule now shows the cell that once contained the arrow

indicator now contains text Average displayed with a colored back‐

ground.

Text With Colored Cell Indicator Schedule




15-1

Lesson 15 ‐ Stoplight SmartColumn


Create a Stoplight column

Have Standard stoplights appear in a column

Have Custom stoplights appear in a column











tutorial file.


Create Stoplight Column with Standard Stoplights

1. Click the Stoplight column heading. The toolbar will change to the Selection tab Current Object :Column Heading choose

Switch to Column.

2. In the Column Type and Format section click the down arrow and choose Stoplight. The Stoplight Options dialog box

appears.

3. Choose Standard Stoplight.

Built‐in stoplights appear based on user‐enter numbers (1 = green, 2 = yellow, 3 = red, 4 = blue). G, Y, R, and B can appear

with the stoplights. Optionally, display color‐fills instead of the stoplights.

4. Click OK. You will not see any change in your schedule

5. Click the text tool in the toolbox. Move the cursor to first cell

under the word Stoplight, click the mouse the cursor will now be

in the cell, type 1 in the cell.

6. Click the down arrow on the keyboard to move to the next cell

under the Stoplight column and enter 2.


under the Stoplight column and enter 3.


under the Stoplight column and enter 4. Click your mouse out‐

side of the cell. Your schedule should now look like this:

Standard Stoplight

Standard Stoplight Schedule



Fill the Cell with Color Instead of Displaying Standard Stoplights.

1. Click the Stoplight column heading. The toolbar will change to the Selection tab

Current Object :Column Heading choose Switch to Column.

2. In the Column Type and Format section click the Properties button. The Stoplight

Options dialog box appears.

3. Choose Standard Stoplight.

4. Check on Fill the cell with color instead of displaying a symbol.

5. Click OK.

Stoplight Options

Have Custom Stoplights Appear in a Column

1. Click

the

Stoplight

column

heading.

The

toolbar

will

change

to

the

Selection

tab

Current

Object

:Column

Heading

choose

Switch to Column.

2. In the Column Type and Format section click the Properties button. The Stoplight Options dialog box appears.

3. Check off Fill the Cell with color instead of displaying a symbol.

4. Under Custom Stoplight choose Custom.

5. For Number click the scroll arrow choose 10.

6. For Symbol click the scroll arrow choose the red star.

7. For Text type in Finish.

8. For Number click the scroll arrow choose 9.

9. For

Symbol

click

the

scroll

arrow

choose

the

yellow

diamond.

10.For Text type in Behind.

11.For Number click the scroll arrow choose 8.

12.For Symbol click the scroll arrow choose the red oval.

13.For Color choose Change and pick Fuchsia. This will change the ovals color from red.

14.For Text type in Ahead.

15.Click OK. You will not see any change in your schedule

16.Click the text tool in the toolbox. Move the cursor to first cell

under the word Stoplight, click the mouse the cursor will now be in

the cell,

backspace

through

the

current

entry

then

type

10

in

the

cell.

17.Click the down arrow on the keyboard to move to the next cell under

Cells Filled With Color Schedule

Custom Stoplight

Custom Stoplight