2.5.4 – Create a Custom View
This short video shows how to create a custom view – based on the premise that a team member needs to designate Resource Scheduled Start and Finish Dates on specific Tasks.
2.5.3 – Accessing and Applying Views
In this video we demonstrate alternative Views – such as the Network Diagram and Task Entry Views. The Task Entry View facilitates designating Resource Start and Finish Dates on a task and also Overtime assignment.
2.5.2 – Create a Table based on an existing Table
On occasion you may wish to display project information in a specific Table. For example the custom fields you have created could be displayed in a Report Table. Watch this video and learn how to create a Table based on an existing Table.
2.5.1 – Working with Table Definition
Watch this video as we demonstrate how Tables are structured – and how you can easily change Table contents.
2.4.4 – Rolling up Status Monitoring
Here we take you through the final steps to ensure that the Traffic Lights we use to display Status are correctly applied to higher levels of work in your project.
2.4.3 – Setting the RAG Icons
Discover in this video how to associate Graphic Images or Icons – such as Traffic Lights – with calculated values.
2.4.2 – Creating the RAG Equation
In this session we’ll take the first steps to create Traffic Light – or Red Amber Green – reporting. We start by using a custom Number Field to produce a reference between the Current Duration and the Baseline Duration.
2.4.1 – Overview of Red Amber Green (RAG) reporting
Status Monitoring and Reporting is an important part of the Project Managers role. In this short presentation we show you how Traffic Lights can be used to give an immediate visualisation of Project Status with respect to Duration.
2.3.5 – Working with Project Date Fields
In this video we demonstrate how to apply a custom Date Field to designate certain date charateristics for your Tasks.
2.3.4 – Creating Flag Fields with Graphics
Discover in this session how to create graphical indicators – such as Flags – to visually depict Task properties.
2.3.3 – Creating Text Fields with Lookups
Watch this video and discover how to create a Custom Text Field containing a Drop-Down Menu of Task attributes. These Fields are generally used to display Departmental Responsibility, Location, Contractor/Vendor etc.
2.3.2 – Introduction to Custom Fields
Here we give a quick overview of the value of Custom Fields – such as Text and Flag Fields. We also demonstrate how that value is increased when you combine Custom Fields with AutoFilters.
2.3.1 – Inserting and Removing Fields
In this topic we introduce Project Fields by demonstrating how to Insert additional Fields into an existing Table and apply Formats to it. We also show you how to Remove Fields from a Table. <
2.2.4 – Applying Resource Tables
Changing our focus to Resources, we can view and manage Resource characteristics such as Labour, Cost and Task Assignments by applying Resource Tables.
2.2.3 – Applying the Baseline and Variance Tables
Discover in this topic how to view Baseline information by applying the Baseline Table. We also demonstrate – by applying the Variance Table – how to view drift off the Baseline.
2.2.2 – Applying the Tracking and Schedule Tables
Learn in this topic how to apply the Tracking Table – one of the most powerful of all the project Tables. We also demonstrate the Schedule Table which allows us to focus on Task Slack or Float.
2.2.1 – Applying the Cost Table
Tables provide us with specific management information. In this session we show you how to apply the Cost Table, enter Fixed Costs against Tasks and set the Baseline.
2.1.6 – Combining Filters and the Copy Picture Command
Through combining the Copy Picture Command with Filtering, we now have a very effective way of communicating project information to our Stakeholders.
2.1.5 – Working with Interactive Filters
By allowing us to supply the filter parameters, Interactive Filters are a powerful way to extract specific information from the project. Learn about Interactive Filters here.
2.1.4 – Applying and Removing Built-In Filters
Learn in this video how to apply a number of Filters from the list of Built-In Filters. We also demonstrate how to apply and remove Highlighted Filters.
2.1.3 – Using AutoFilters on Date Fields
In this topic we show you how to apply AutoFilters to extract project ‘Lookahead’ information.
2.1.2 – Applying Multiple AutoFilters
Watch this short video and discover how to apply and remove multiple AutoFilters. We also show you how to create a Custom Filter to apply as an AutoFilter.
2.1.1 – Using AutoFilters
Now that you have entered data into your project schedule, its time to get information back out! Here we demonstrate the AutoFilter feature – a very useful method to extract project information.
1.7.6 – Working with the Organizer
Discover here how to make custom Calendars available for all your projects.
1.7.5 – Assigning a Calendar to a Task
An alternative to managing non-standard work patterns is to assign a custom Calendar to a Task instead of a Resource. This topic shows you how.
1.7.4 – Creating a Shift Calendar
In this short video we show you how to create and assign a non-standard Calendar – such as a Shift Calendar – to reflect different work patterns for Resources.
1.7.3 – Creating Regional Calendars
On occasion you may have Team members or project participants working from different geographical regions from that of the project. Here we demonstrate the steps to create Regional Calendars and assign those Calendars to Resources.
1.7.2 – Changing Nonworking Time for Individual Calendars
In this session we work through the steps to flip standard nonworking times – such as Saturdays and Sundays – to working days.
1.7.1 – Setting Individual Calendar Exceptions
A common mistake made by project managers – assuming all resources are available all of the time! In this video we take you through the steps to reflect individual resource non-availablility to the project. We also demonstrate the consequences when Calendar changes are made for resources already assigned to tasks.
Download the supporting documents we use in our videos: