swe 466- resources tutorial # 2. so far… tasksmilestones summary tasks duration of the tasks

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SWE 466- Resources Tutorial # 2

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Page 1: SWE 466- Resources Tutorial # 2. So far… TasksMilestones Summary Tasks Duration of the tasks

SWE 466- Resources

Tutorial 2

So farhellipTasks

Milestones

Summary Tasks

Duration of the tasks

ObjectivesSetting Resources and its types

Adjusting the capacity of resources

Changes in working time of resources

Assigning Resources

Controlling work

Reports

Setting ResourcesView tab in the Resource Views group click Resource Sheet

Enter Resources ndash Names of the people amp Groups

Setting the capacity of their availability to the Project

Select one of the entered resource name Click MaxUnits and enter the of availability to the project

Create Cost Resource Travel set type Cost

Detailing Work Resources

Select a work resource

Resources tab Details

Add notes from Format tab (focus in Resource form)

Assigning Resources

On the Resource tab in the Assignments group click Assign Resources

In the Task Name column in the Gantt Chart view click the name of task 2

In the Resource Name column in the Assign Resources dialog box click 1113131on a resource1113131111313111131311113131 and then click Assign

On the View tab in the Split View group select the Details check box

Click anywhere in the Task Form view and then on the Format tab in the Details group click Work

Controlling Assignments

When you need to add or remove resources from a taskassignments

In the Gantt Chart view click the name of task

On the Resources tab in the Assignments group click Assign Resources

In the Resource Name column in the Assign Resources dialog box click 11131311113131a resources1113131111313111131311113131 and then click Assign

Fix any irregularities using the Green helper

ReportingGantt Chart Styling

Customizing the timeline view

Customizing the reports

Gantt Chart StylingIn the Task Name column click the name of task

On the Task tab in the Editing group click Scroll to Task

On the Format tab in the Gantt Chart Style group click More to display the predefined color styles

Under Presentation Styles click the orange color scheme

In the Task Name column right-click the name of a summary task

On the Mini Toolbar click the arrow next to the Background Color button and under Standard Colors click yellow

On the Mini Toolbar click the Italic button

Gantt Chart styling (2)

With the name of task still selected on the Format tab in the Bar Styles group click Format and then click Bar

In the Format Bar dialog box under Start click the Shape drop-down list

Click the star symbol and then click OK

On the Format tab in the Format group click Gridlines and then click Gridlines

Under Lines to change leave Gantt Rows selected and in the Type box under Normal select the small dashed line (the third option down) and then click OK

Customizing Timeline view

A Timeline view is best suited to display key tasks from your plan in a simple and compact format

This view is especially well suited for conveying quick summaries of plans

The Timeline view is a handy way of sharing project information

Timeline ViewClick anywhere in the Timeline view

On the Format tab in the Insert group click Existing Tasks

The Add Tasks To Timeline dialog box appears

This dialog box contains an outline of the summary and subtasks in the plan

Select some boxes for the task names and click ldquoOKrdquo

In the Timeline view click the bar for a summary task

On the Format tab in the Current Selection group click Display as Callout

In the Task Name column in the Gantt chart view click the name of a task

On the Task tab in the Properties group click Add to Timeline

Customizing ReportsYou can use Projectrsquos reports to see details

of your plans in a variety of ways

A single report can include a dynamic mix of tables charts and textual content

Project includes several built-in reports

You can customize those or create your own for the unique information needs

ExerciseOn the Report tab in the View Reports group click Dashboards and then click Work Overview

Click anywhere in the Work Stats column chart

Under Chart Tools click the Design tab Then in the Chart Styles group click the chart style with the black background

On the View tab in the Task Views group click Gantt Chart

  • SWE 466- Resources
  • So farhellip
  • Objectives
  • Setting Resources
  • Detailing Work Resources
  • Assigning Resources
  • Controlling Assignments
  • Reporting
  • Gantt Chart Styling
  • Gantt Chart styling (2)
  • Customizing Timeline view
  • Timeline View
  • Customizing Reports
  • Exercise
Page 2: SWE 466- Resources Tutorial # 2. So far… TasksMilestones Summary Tasks Duration of the tasks

So farhellipTasks

Milestones

Summary Tasks

Duration of the tasks

ObjectivesSetting Resources and its types

Adjusting the capacity of resources

Changes in working time of resources

Assigning Resources

Controlling work

Reports

Setting ResourcesView tab in the Resource Views group click Resource Sheet

Enter Resources ndash Names of the people amp Groups

Setting the capacity of their availability to the Project

Select one of the entered resource name Click MaxUnits and enter the of availability to the project

Create Cost Resource Travel set type Cost

Detailing Work Resources

Select a work resource

Resources tab Details

Add notes from Format tab (focus in Resource form)

Assigning Resources

On the Resource tab in the Assignments group click Assign Resources

In the Task Name column in the Gantt Chart view click the name of task 2

In the Resource Name column in the Assign Resources dialog box click 1113131on a resource1113131111313111131311113131 and then click Assign

On the View tab in the Split View group select the Details check box

Click anywhere in the Task Form view and then on the Format tab in the Details group click Work

Controlling Assignments

When you need to add or remove resources from a taskassignments

In the Gantt Chart view click the name of task

On the Resources tab in the Assignments group click Assign Resources

In the Resource Name column in the Assign Resources dialog box click 11131311113131a resources1113131111313111131311113131 and then click Assign

Fix any irregularities using the Green helper

ReportingGantt Chart Styling

Customizing the timeline view

Customizing the reports

Gantt Chart StylingIn the Task Name column click the name of task

On the Task tab in the Editing group click Scroll to Task

On the Format tab in the Gantt Chart Style group click More to display the predefined color styles

Under Presentation Styles click the orange color scheme

In the Task Name column right-click the name of a summary task

On the Mini Toolbar click the arrow next to the Background Color button and under Standard Colors click yellow

On the Mini Toolbar click the Italic button

Gantt Chart styling (2)

With the name of task still selected on the Format tab in the Bar Styles group click Format and then click Bar

In the Format Bar dialog box under Start click the Shape drop-down list

Click the star symbol and then click OK

On the Format tab in the Format group click Gridlines and then click Gridlines

Under Lines to change leave Gantt Rows selected and in the Type box under Normal select the small dashed line (the third option down) and then click OK

Customizing Timeline view

A Timeline view is best suited to display key tasks from your plan in a simple and compact format

This view is especially well suited for conveying quick summaries of plans

The Timeline view is a handy way of sharing project information

Timeline ViewClick anywhere in the Timeline view

On the Format tab in the Insert group click Existing Tasks

The Add Tasks To Timeline dialog box appears

This dialog box contains an outline of the summary and subtasks in the plan

Select some boxes for the task names and click ldquoOKrdquo

In the Timeline view click the bar for a summary task

On the Format tab in the Current Selection group click Display as Callout

In the Task Name column in the Gantt chart view click the name of a task

On the Task tab in the Properties group click Add to Timeline

Customizing ReportsYou can use Projectrsquos reports to see details

of your plans in a variety of ways

A single report can include a dynamic mix of tables charts and textual content

Project includes several built-in reports

You can customize those or create your own for the unique information needs

ExerciseOn the Report tab in the View Reports group click Dashboards and then click Work Overview

Click anywhere in the Work Stats column chart

Under Chart Tools click the Design tab Then in the Chart Styles group click the chart style with the black background

On the View tab in the Task Views group click Gantt Chart

  • SWE 466- Resources
  • So farhellip
  • Objectives
  • Setting Resources
  • Detailing Work Resources
  • Assigning Resources
  • Controlling Assignments
  • Reporting
  • Gantt Chart Styling
  • Gantt Chart styling (2)
  • Customizing Timeline view
  • Timeline View
  • Customizing Reports
  • Exercise
Page 3: SWE 466- Resources Tutorial # 2. So far… TasksMilestones Summary Tasks Duration of the tasks

ObjectivesSetting Resources and its types

Adjusting the capacity of resources

Changes in working time of resources

Assigning Resources

Controlling work

Reports

Setting ResourcesView tab in the Resource Views group click Resource Sheet

Enter Resources ndash Names of the people amp Groups

Setting the capacity of their availability to the Project

Select one of the entered resource name Click MaxUnits and enter the of availability to the project

Create Cost Resource Travel set type Cost

Detailing Work Resources

Select a work resource

Resources tab Details

Add notes from Format tab (focus in Resource form)

Assigning Resources

On the Resource tab in the Assignments group click Assign Resources

In the Task Name column in the Gantt Chart view click the name of task 2

In the Resource Name column in the Assign Resources dialog box click 1113131on a resource1113131111313111131311113131 and then click Assign

On the View tab in the Split View group select the Details check box

Click anywhere in the Task Form view and then on the Format tab in the Details group click Work

Controlling Assignments

When you need to add or remove resources from a taskassignments

In the Gantt Chart view click the name of task

On the Resources tab in the Assignments group click Assign Resources

In the Resource Name column in the Assign Resources dialog box click 11131311113131a resources1113131111313111131311113131 and then click Assign

Fix any irregularities using the Green helper

ReportingGantt Chart Styling

Customizing the timeline view

Customizing the reports

Gantt Chart StylingIn the Task Name column click the name of task

On the Task tab in the Editing group click Scroll to Task

On the Format tab in the Gantt Chart Style group click More to display the predefined color styles

Under Presentation Styles click the orange color scheme

In the Task Name column right-click the name of a summary task

On the Mini Toolbar click the arrow next to the Background Color button and under Standard Colors click yellow

On the Mini Toolbar click the Italic button

Gantt Chart styling (2)

With the name of task still selected on the Format tab in the Bar Styles group click Format and then click Bar

In the Format Bar dialog box under Start click the Shape drop-down list

Click the star symbol and then click OK

On the Format tab in the Format group click Gridlines and then click Gridlines

Under Lines to change leave Gantt Rows selected and in the Type box under Normal select the small dashed line (the third option down) and then click OK

Customizing Timeline view

A Timeline view is best suited to display key tasks from your plan in a simple and compact format

This view is especially well suited for conveying quick summaries of plans

The Timeline view is a handy way of sharing project information

Timeline ViewClick anywhere in the Timeline view

On the Format tab in the Insert group click Existing Tasks

The Add Tasks To Timeline dialog box appears

This dialog box contains an outline of the summary and subtasks in the plan

Select some boxes for the task names and click ldquoOKrdquo

In the Timeline view click the bar for a summary task

On the Format tab in the Current Selection group click Display as Callout

In the Task Name column in the Gantt chart view click the name of a task

On the Task tab in the Properties group click Add to Timeline

Customizing ReportsYou can use Projectrsquos reports to see details

of your plans in a variety of ways

A single report can include a dynamic mix of tables charts and textual content

Project includes several built-in reports

You can customize those or create your own for the unique information needs

ExerciseOn the Report tab in the View Reports group click Dashboards and then click Work Overview

Click anywhere in the Work Stats column chart

Under Chart Tools click the Design tab Then in the Chart Styles group click the chart style with the black background

On the View tab in the Task Views group click Gantt Chart

  • SWE 466- Resources
  • So farhellip
  • Objectives
  • Setting Resources
  • Detailing Work Resources
  • Assigning Resources
  • Controlling Assignments
  • Reporting
  • Gantt Chart Styling
  • Gantt Chart styling (2)
  • Customizing Timeline view
  • Timeline View
  • Customizing Reports
  • Exercise
Page 4: SWE 466- Resources Tutorial # 2. So far… TasksMilestones Summary Tasks Duration of the tasks

Setting ResourcesView tab in the Resource Views group click Resource Sheet

Enter Resources ndash Names of the people amp Groups

Setting the capacity of their availability to the Project

Select one of the entered resource name Click MaxUnits and enter the of availability to the project

Create Cost Resource Travel set type Cost

Detailing Work Resources

Select a work resource

Resources tab Details

Add notes from Format tab (focus in Resource form)

Assigning Resources

On the Resource tab in the Assignments group click Assign Resources

In the Task Name column in the Gantt Chart view click the name of task 2

In the Resource Name column in the Assign Resources dialog box click 1113131on a resource1113131111313111131311113131 and then click Assign

On the View tab in the Split View group select the Details check box

Click anywhere in the Task Form view and then on the Format tab in the Details group click Work

Controlling Assignments

When you need to add or remove resources from a taskassignments

In the Gantt Chart view click the name of task

On the Resources tab in the Assignments group click Assign Resources

In the Resource Name column in the Assign Resources dialog box click 11131311113131a resources1113131111313111131311113131 and then click Assign

Fix any irregularities using the Green helper

ReportingGantt Chart Styling

Customizing the timeline view

Customizing the reports

Gantt Chart StylingIn the Task Name column click the name of task

On the Task tab in the Editing group click Scroll to Task

On the Format tab in the Gantt Chart Style group click More to display the predefined color styles

Under Presentation Styles click the orange color scheme

In the Task Name column right-click the name of a summary task

On the Mini Toolbar click the arrow next to the Background Color button and under Standard Colors click yellow

On the Mini Toolbar click the Italic button

Gantt Chart styling (2)

With the name of task still selected on the Format tab in the Bar Styles group click Format and then click Bar

In the Format Bar dialog box under Start click the Shape drop-down list

Click the star symbol and then click OK

On the Format tab in the Format group click Gridlines and then click Gridlines

Under Lines to change leave Gantt Rows selected and in the Type box under Normal select the small dashed line (the third option down) and then click OK

Customizing Timeline view

A Timeline view is best suited to display key tasks from your plan in a simple and compact format

This view is especially well suited for conveying quick summaries of plans

The Timeline view is a handy way of sharing project information

Timeline ViewClick anywhere in the Timeline view

On the Format tab in the Insert group click Existing Tasks

The Add Tasks To Timeline dialog box appears

This dialog box contains an outline of the summary and subtasks in the plan

Select some boxes for the task names and click ldquoOKrdquo

In the Timeline view click the bar for a summary task

On the Format tab in the Current Selection group click Display as Callout

In the Task Name column in the Gantt chart view click the name of a task

On the Task tab in the Properties group click Add to Timeline

Customizing ReportsYou can use Projectrsquos reports to see details

of your plans in a variety of ways

A single report can include a dynamic mix of tables charts and textual content

Project includes several built-in reports

You can customize those or create your own for the unique information needs

ExerciseOn the Report tab in the View Reports group click Dashboards and then click Work Overview

Click anywhere in the Work Stats column chart

Under Chart Tools click the Design tab Then in the Chart Styles group click the chart style with the black background

On the View tab in the Task Views group click Gantt Chart

  • SWE 466- Resources
  • So farhellip
  • Objectives
  • Setting Resources
  • Detailing Work Resources
  • Assigning Resources
  • Controlling Assignments
  • Reporting
  • Gantt Chart Styling
  • Gantt Chart styling (2)
  • Customizing Timeline view
  • Timeline View
  • Customizing Reports
  • Exercise
Page 5: SWE 466- Resources Tutorial # 2. So far… TasksMilestones Summary Tasks Duration of the tasks

Detailing Work Resources

Select a work resource

Resources tab Details

Add notes from Format tab (focus in Resource form)

Assigning Resources

On the Resource tab in the Assignments group click Assign Resources

In the Task Name column in the Gantt Chart view click the name of task 2

In the Resource Name column in the Assign Resources dialog box click 1113131on a resource1113131111313111131311113131 and then click Assign

On the View tab in the Split View group select the Details check box

Click anywhere in the Task Form view and then on the Format tab in the Details group click Work

Controlling Assignments

When you need to add or remove resources from a taskassignments

In the Gantt Chart view click the name of task

On the Resources tab in the Assignments group click Assign Resources

In the Resource Name column in the Assign Resources dialog box click 11131311113131a resources1113131111313111131311113131 and then click Assign

Fix any irregularities using the Green helper

ReportingGantt Chart Styling

Customizing the timeline view

Customizing the reports

Gantt Chart StylingIn the Task Name column click the name of task

On the Task tab in the Editing group click Scroll to Task

On the Format tab in the Gantt Chart Style group click More to display the predefined color styles

Under Presentation Styles click the orange color scheme

In the Task Name column right-click the name of a summary task

On the Mini Toolbar click the arrow next to the Background Color button and under Standard Colors click yellow

On the Mini Toolbar click the Italic button

Gantt Chart styling (2)

With the name of task still selected on the Format tab in the Bar Styles group click Format and then click Bar

In the Format Bar dialog box under Start click the Shape drop-down list

Click the star symbol and then click OK

On the Format tab in the Format group click Gridlines and then click Gridlines

Under Lines to change leave Gantt Rows selected and in the Type box under Normal select the small dashed line (the third option down) and then click OK

Customizing Timeline view

A Timeline view is best suited to display key tasks from your plan in a simple and compact format

This view is especially well suited for conveying quick summaries of plans

The Timeline view is a handy way of sharing project information

Timeline ViewClick anywhere in the Timeline view

On the Format tab in the Insert group click Existing Tasks

The Add Tasks To Timeline dialog box appears

This dialog box contains an outline of the summary and subtasks in the plan

Select some boxes for the task names and click ldquoOKrdquo

In the Timeline view click the bar for a summary task

On the Format tab in the Current Selection group click Display as Callout

In the Task Name column in the Gantt chart view click the name of a task

On the Task tab in the Properties group click Add to Timeline

Customizing ReportsYou can use Projectrsquos reports to see details

of your plans in a variety of ways

A single report can include a dynamic mix of tables charts and textual content

Project includes several built-in reports

You can customize those or create your own for the unique information needs

ExerciseOn the Report tab in the View Reports group click Dashboards and then click Work Overview

Click anywhere in the Work Stats column chart

Under Chart Tools click the Design tab Then in the Chart Styles group click the chart style with the black background

On the View tab in the Task Views group click Gantt Chart

  • SWE 466- Resources
  • So farhellip
  • Objectives
  • Setting Resources
  • Detailing Work Resources
  • Assigning Resources
  • Controlling Assignments
  • Reporting
  • Gantt Chart Styling
  • Gantt Chart styling (2)
  • Customizing Timeline view
  • Timeline View
  • Customizing Reports
  • Exercise
Page 6: SWE 466- Resources Tutorial # 2. So far… TasksMilestones Summary Tasks Duration of the tasks

Assigning Resources

On the Resource tab in the Assignments group click Assign Resources

In the Task Name column in the Gantt Chart view click the name of task 2

In the Resource Name column in the Assign Resources dialog box click 1113131on a resource1113131111313111131311113131 and then click Assign

On the View tab in the Split View group select the Details check box

Click anywhere in the Task Form view and then on the Format tab in the Details group click Work

Controlling Assignments

When you need to add or remove resources from a taskassignments

In the Gantt Chart view click the name of task

On the Resources tab in the Assignments group click Assign Resources

In the Resource Name column in the Assign Resources dialog box click 11131311113131a resources1113131111313111131311113131 and then click Assign

Fix any irregularities using the Green helper

ReportingGantt Chart Styling

Customizing the timeline view

Customizing the reports

Gantt Chart StylingIn the Task Name column click the name of task

On the Task tab in the Editing group click Scroll to Task

On the Format tab in the Gantt Chart Style group click More to display the predefined color styles

Under Presentation Styles click the orange color scheme

In the Task Name column right-click the name of a summary task

On the Mini Toolbar click the arrow next to the Background Color button and under Standard Colors click yellow

On the Mini Toolbar click the Italic button

Gantt Chart styling (2)

With the name of task still selected on the Format tab in the Bar Styles group click Format and then click Bar

In the Format Bar dialog box under Start click the Shape drop-down list

Click the star symbol and then click OK

On the Format tab in the Format group click Gridlines and then click Gridlines

Under Lines to change leave Gantt Rows selected and in the Type box under Normal select the small dashed line (the third option down) and then click OK

Customizing Timeline view

A Timeline view is best suited to display key tasks from your plan in a simple and compact format

This view is especially well suited for conveying quick summaries of plans

The Timeline view is a handy way of sharing project information

Timeline ViewClick anywhere in the Timeline view

On the Format tab in the Insert group click Existing Tasks

The Add Tasks To Timeline dialog box appears

This dialog box contains an outline of the summary and subtasks in the plan

Select some boxes for the task names and click ldquoOKrdquo

In the Timeline view click the bar for a summary task

On the Format tab in the Current Selection group click Display as Callout

In the Task Name column in the Gantt chart view click the name of a task

On the Task tab in the Properties group click Add to Timeline

Customizing ReportsYou can use Projectrsquos reports to see details

of your plans in a variety of ways

A single report can include a dynamic mix of tables charts and textual content

Project includes several built-in reports

You can customize those or create your own for the unique information needs

ExerciseOn the Report tab in the View Reports group click Dashboards and then click Work Overview

Click anywhere in the Work Stats column chart

Under Chart Tools click the Design tab Then in the Chart Styles group click the chart style with the black background

On the View tab in the Task Views group click Gantt Chart

  • SWE 466- Resources
  • So farhellip
  • Objectives
  • Setting Resources
  • Detailing Work Resources
  • Assigning Resources
  • Controlling Assignments
  • Reporting
  • Gantt Chart Styling
  • Gantt Chart styling (2)
  • Customizing Timeline view
  • Timeline View
  • Customizing Reports
  • Exercise
Page 7: SWE 466- Resources Tutorial # 2. So far… TasksMilestones Summary Tasks Duration of the tasks

Controlling Assignments

When you need to add or remove resources from a taskassignments

In the Gantt Chart view click the name of task

On the Resources tab in the Assignments group click Assign Resources

In the Resource Name column in the Assign Resources dialog box click 11131311113131a resources1113131111313111131311113131 and then click Assign

Fix any irregularities using the Green helper

ReportingGantt Chart Styling

Customizing the timeline view

Customizing the reports

Gantt Chart StylingIn the Task Name column click the name of task

On the Task tab in the Editing group click Scroll to Task

On the Format tab in the Gantt Chart Style group click More to display the predefined color styles

Under Presentation Styles click the orange color scheme

In the Task Name column right-click the name of a summary task

On the Mini Toolbar click the arrow next to the Background Color button and under Standard Colors click yellow

On the Mini Toolbar click the Italic button

Gantt Chart styling (2)

With the name of task still selected on the Format tab in the Bar Styles group click Format and then click Bar

In the Format Bar dialog box under Start click the Shape drop-down list

Click the star symbol and then click OK

On the Format tab in the Format group click Gridlines and then click Gridlines

Under Lines to change leave Gantt Rows selected and in the Type box under Normal select the small dashed line (the third option down) and then click OK

Customizing Timeline view

A Timeline view is best suited to display key tasks from your plan in a simple and compact format

This view is especially well suited for conveying quick summaries of plans

The Timeline view is a handy way of sharing project information

Timeline ViewClick anywhere in the Timeline view

On the Format tab in the Insert group click Existing Tasks

The Add Tasks To Timeline dialog box appears

This dialog box contains an outline of the summary and subtasks in the plan

Select some boxes for the task names and click ldquoOKrdquo

In the Timeline view click the bar for a summary task

On the Format tab in the Current Selection group click Display as Callout

In the Task Name column in the Gantt chart view click the name of a task

On the Task tab in the Properties group click Add to Timeline

Customizing ReportsYou can use Projectrsquos reports to see details

of your plans in a variety of ways

A single report can include a dynamic mix of tables charts and textual content

Project includes several built-in reports

You can customize those or create your own for the unique information needs

ExerciseOn the Report tab in the View Reports group click Dashboards and then click Work Overview

Click anywhere in the Work Stats column chart

Under Chart Tools click the Design tab Then in the Chart Styles group click the chart style with the black background

On the View tab in the Task Views group click Gantt Chart

  • SWE 466- Resources
  • So farhellip
  • Objectives
  • Setting Resources
  • Detailing Work Resources
  • Assigning Resources
  • Controlling Assignments
  • Reporting
  • Gantt Chart Styling
  • Gantt Chart styling (2)
  • Customizing Timeline view
  • Timeline View
  • Customizing Reports
  • Exercise
Page 8: SWE 466- Resources Tutorial # 2. So far… TasksMilestones Summary Tasks Duration of the tasks

ReportingGantt Chart Styling

Customizing the timeline view

Customizing the reports

Gantt Chart StylingIn the Task Name column click the name of task

On the Task tab in the Editing group click Scroll to Task

On the Format tab in the Gantt Chart Style group click More to display the predefined color styles

Under Presentation Styles click the orange color scheme

In the Task Name column right-click the name of a summary task

On the Mini Toolbar click the arrow next to the Background Color button and under Standard Colors click yellow

On the Mini Toolbar click the Italic button

Gantt Chart styling (2)

With the name of task still selected on the Format tab in the Bar Styles group click Format and then click Bar

In the Format Bar dialog box under Start click the Shape drop-down list

Click the star symbol and then click OK

On the Format tab in the Format group click Gridlines and then click Gridlines

Under Lines to change leave Gantt Rows selected and in the Type box under Normal select the small dashed line (the third option down) and then click OK

Customizing Timeline view

A Timeline view is best suited to display key tasks from your plan in a simple and compact format

This view is especially well suited for conveying quick summaries of plans

The Timeline view is a handy way of sharing project information

Timeline ViewClick anywhere in the Timeline view

On the Format tab in the Insert group click Existing Tasks

The Add Tasks To Timeline dialog box appears

This dialog box contains an outline of the summary and subtasks in the plan

Select some boxes for the task names and click ldquoOKrdquo

In the Timeline view click the bar for a summary task

On the Format tab in the Current Selection group click Display as Callout

In the Task Name column in the Gantt chart view click the name of a task

On the Task tab in the Properties group click Add to Timeline

Customizing ReportsYou can use Projectrsquos reports to see details

of your plans in a variety of ways

A single report can include a dynamic mix of tables charts and textual content

Project includes several built-in reports

You can customize those or create your own for the unique information needs

ExerciseOn the Report tab in the View Reports group click Dashboards and then click Work Overview

Click anywhere in the Work Stats column chart

Under Chart Tools click the Design tab Then in the Chart Styles group click the chart style with the black background

On the View tab in the Task Views group click Gantt Chart

  • SWE 466- Resources
  • So farhellip
  • Objectives
  • Setting Resources
  • Detailing Work Resources
  • Assigning Resources
  • Controlling Assignments
  • Reporting
  • Gantt Chart Styling
  • Gantt Chart styling (2)
  • Customizing Timeline view
  • Timeline View
  • Customizing Reports
  • Exercise
Page 9: SWE 466- Resources Tutorial # 2. So far… TasksMilestones Summary Tasks Duration of the tasks

Gantt Chart StylingIn the Task Name column click the name of task

On the Task tab in the Editing group click Scroll to Task

On the Format tab in the Gantt Chart Style group click More to display the predefined color styles

Under Presentation Styles click the orange color scheme

In the Task Name column right-click the name of a summary task

On the Mini Toolbar click the arrow next to the Background Color button and under Standard Colors click yellow

On the Mini Toolbar click the Italic button

Gantt Chart styling (2)

With the name of task still selected on the Format tab in the Bar Styles group click Format and then click Bar

In the Format Bar dialog box under Start click the Shape drop-down list

Click the star symbol and then click OK

On the Format tab in the Format group click Gridlines and then click Gridlines

Under Lines to change leave Gantt Rows selected and in the Type box under Normal select the small dashed line (the third option down) and then click OK

Customizing Timeline view

A Timeline view is best suited to display key tasks from your plan in a simple and compact format

This view is especially well suited for conveying quick summaries of plans

The Timeline view is a handy way of sharing project information

Timeline ViewClick anywhere in the Timeline view

On the Format tab in the Insert group click Existing Tasks

The Add Tasks To Timeline dialog box appears

This dialog box contains an outline of the summary and subtasks in the plan

Select some boxes for the task names and click ldquoOKrdquo

In the Timeline view click the bar for a summary task

On the Format tab in the Current Selection group click Display as Callout

In the Task Name column in the Gantt chart view click the name of a task

On the Task tab in the Properties group click Add to Timeline

Customizing ReportsYou can use Projectrsquos reports to see details

of your plans in a variety of ways

A single report can include a dynamic mix of tables charts and textual content

Project includes several built-in reports

You can customize those or create your own for the unique information needs

ExerciseOn the Report tab in the View Reports group click Dashboards and then click Work Overview

Click anywhere in the Work Stats column chart

Under Chart Tools click the Design tab Then in the Chart Styles group click the chart style with the black background

On the View tab in the Task Views group click Gantt Chart

  • SWE 466- Resources
  • So farhellip
  • Objectives
  • Setting Resources
  • Detailing Work Resources
  • Assigning Resources
  • Controlling Assignments
  • Reporting
  • Gantt Chart Styling
  • Gantt Chart styling (2)
  • Customizing Timeline view
  • Timeline View
  • Customizing Reports
  • Exercise
Page 10: SWE 466- Resources Tutorial # 2. So far… TasksMilestones Summary Tasks Duration of the tasks

Gantt Chart styling (2)

With the name of task still selected on the Format tab in the Bar Styles group click Format and then click Bar

In the Format Bar dialog box under Start click the Shape drop-down list

Click the star symbol and then click OK

On the Format tab in the Format group click Gridlines and then click Gridlines

Under Lines to change leave Gantt Rows selected and in the Type box under Normal select the small dashed line (the third option down) and then click OK

Customizing Timeline view

A Timeline view is best suited to display key tasks from your plan in a simple and compact format

This view is especially well suited for conveying quick summaries of plans

The Timeline view is a handy way of sharing project information

Timeline ViewClick anywhere in the Timeline view

On the Format tab in the Insert group click Existing Tasks

The Add Tasks To Timeline dialog box appears

This dialog box contains an outline of the summary and subtasks in the plan

Select some boxes for the task names and click ldquoOKrdquo

In the Timeline view click the bar for a summary task

On the Format tab in the Current Selection group click Display as Callout

In the Task Name column in the Gantt chart view click the name of a task

On the Task tab in the Properties group click Add to Timeline

Customizing ReportsYou can use Projectrsquos reports to see details

of your plans in a variety of ways

A single report can include a dynamic mix of tables charts and textual content

Project includes several built-in reports

You can customize those or create your own for the unique information needs

ExerciseOn the Report tab in the View Reports group click Dashboards and then click Work Overview

Click anywhere in the Work Stats column chart

Under Chart Tools click the Design tab Then in the Chart Styles group click the chart style with the black background

On the View tab in the Task Views group click Gantt Chart

  • SWE 466- Resources
  • So farhellip
  • Objectives
  • Setting Resources
  • Detailing Work Resources
  • Assigning Resources
  • Controlling Assignments
  • Reporting
  • Gantt Chart Styling
  • Gantt Chart styling (2)
  • Customizing Timeline view
  • Timeline View
  • Customizing Reports
  • Exercise
Page 11: SWE 466- Resources Tutorial # 2. So far… TasksMilestones Summary Tasks Duration of the tasks

Customizing Timeline view

A Timeline view is best suited to display key tasks from your plan in a simple and compact format

This view is especially well suited for conveying quick summaries of plans

The Timeline view is a handy way of sharing project information

Timeline ViewClick anywhere in the Timeline view

On the Format tab in the Insert group click Existing Tasks

The Add Tasks To Timeline dialog box appears

This dialog box contains an outline of the summary and subtasks in the plan

Select some boxes for the task names and click ldquoOKrdquo

In the Timeline view click the bar for a summary task

On the Format tab in the Current Selection group click Display as Callout

In the Task Name column in the Gantt chart view click the name of a task

On the Task tab in the Properties group click Add to Timeline

Customizing ReportsYou can use Projectrsquos reports to see details

of your plans in a variety of ways

A single report can include a dynamic mix of tables charts and textual content

Project includes several built-in reports

You can customize those or create your own for the unique information needs

ExerciseOn the Report tab in the View Reports group click Dashboards and then click Work Overview

Click anywhere in the Work Stats column chart

Under Chart Tools click the Design tab Then in the Chart Styles group click the chart style with the black background

On the View tab in the Task Views group click Gantt Chart

  • SWE 466- Resources
  • So farhellip
  • Objectives
  • Setting Resources
  • Detailing Work Resources
  • Assigning Resources
  • Controlling Assignments
  • Reporting
  • Gantt Chart Styling
  • Gantt Chart styling (2)
  • Customizing Timeline view
  • Timeline View
  • Customizing Reports
  • Exercise
Page 12: SWE 466- Resources Tutorial # 2. So far… TasksMilestones Summary Tasks Duration of the tasks

Timeline ViewClick anywhere in the Timeline view

On the Format tab in the Insert group click Existing Tasks

The Add Tasks To Timeline dialog box appears

This dialog box contains an outline of the summary and subtasks in the plan

Select some boxes for the task names and click ldquoOKrdquo

In the Timeline view click the bar for a summary task

On the Format tab in the Current Selection group click Display as Callout

In the Task Name column in the Gantt chart view click the name of a task

On the Task tab in the Properties group click Add to Timeline

Customizing ReportsYou can use Projectrsquos reports to see details

of your plans in a variety of ways

A single report can include a dynamic mix of tables charts and textual content

Project includes several built-in reports

You can customize those or create your own for the unique information needs

ExerciseOn the Report tab in the View Reports group click Dashboards and then click Work Overview

Click anywhere in the Work Stats column chart

Under Chart Tools click the Design tab Then in the Chart Styles group click the chart style with the black background

On the View tab in the Task Views group click Gantt Chart

  • SWE 466- Resources
  • So farhellip
  • Objectives
  • Setting Resources
  • Detailing Work Resources
  • Assigning Resources
  • Controlling Assignments
  • Reporting
  • Gantt Chart Styling
  • Gantt Chart styling (2)
  • Customizing Timeline view
  • Timeline View
  • Customizing Reports
  • Exercise
Page 13: SWE 466- Resources Tutorial # 2. So far… TasksMilestones Summary Tasks Duration of the tasks

Customizing ReportsYou can use Projectrsquos reports to see details

of your plans in a variety of ways

A single report can include a dynamic mix of tables charts and textual content

Project includes several built-in reports

You can customize those or create your own for the unique information needs

ExerciseOn the Report tab in the View Reports group click Dashboards and then click Work Overview

Click anywhere in the Work Stats column chart

Under Chart Tools click the Design tab Then in the Chart Styles group click the chart style with the black background

On the View tab in the Task Views group click Gantt Chart

  • SWE 466- Resources
  • So farhellip
  • Objectives
  • Setting Resources
  • Detailing Work Resources
  • Assigning Resources
  • Controlling Assignments
  • Reporting
  • Gantt Chart Styling
  • Gantt Chart styling (2)
  • Customizing Timeline view
  • Timeline View
  • Customizing Reports
  • Exercise
Page 14: SWE 466- Resources Tutorial # 2. So far… TasksMilestones Summary Tasks Duration of the tasks

ExerciseOn the Report tab in the View Reports group click Dashboards and then click Work Overview

Click anywhere in the Work Stats column chart

Under Chart Tools click the Design tab Then in the Chart Styles group click the chart style with the black background

On the View tab in the Task Views group click Gantt Chart

  • SWE 466- Resources
  • So farhellip
  • Objectives
  • Setting Resources
  • Detailing Work Resources
  • Assigning Resources
  • Controlling Assignments
  • Reporting
  • Gantt Chart Styling
  • Gantt Chart styling (2)
  • Customizing Timeline view
  • Timeline View
  • Customizing Reports
  • Exercise