WBS Chart Pro

User's Guide

© Critical Tools, Inc. 2010

WBS Chart Pro

Table of Contents
Overview of WBS Chart Pro What is WBS Chart Pro? What is a WBS chart? Installation and Configuration System Requirements Installing on a Local PC Installing on a Network Configuring Microsoft Project Configuring a Network Version of MS Project Using WBS Chart Pro Terminology and Basic Concepts Creating a New WBS chart Adding New Tasks Entering Information Scheduling Transferring a WBS chart to PERT Chart EXPERT Transferring a WBS chart to Microsoft Project Creating WBS charts from Microsoft Project Tips when using WBS Chart Pro with MS Project Copying, Moving & Repositioning Tasks Displaying Fields in Task Boxes Saving WBS charts Opening WBS Charts Printing Fields in WBS Chart Pro Reference (by Menu) File Menu New Open Close Save Save As Save As Picture Save As Web Pages Page Layouts Page Layouts (Edit) Page Setup Print Print Preview Unlink Properties Most Recently Used Files (1,2,3,4) Exit Edit Menu Undo Redo
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WBS Chart Pro

Cut Copy Paste Before Paste After Paste Subtask Insert Task Left Insert Task Right Insert Task Above Insert Task Below Delete Task Information Find Find Next Go To Select View Menu Normal Page Layout Online Layout Toolbars Views Show Subtasks Hide Subtasks Show All Subtasks Focus Show Only Summary Tasks Progress Marks Project Summary Task Outline Symbols Hyperlink Symbols Zoom Format Menu Summary Boxes Task Boxes Borders Chart Lines Custom Box Settings Align Tools Menu Chart Settings Calendar Resources Rollup Field Names Border Names Goto PERT Chart EXPERT Microsoft Project Options Window Menu
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Inc. Company Address Support 150 151 152 153 154 154 155 156 157 158 158 162 162 166 166 168 170 171 172 173 174 175 176 177 178 179 180 181 181 182 page 4 .WBS Chart Pro Cascade Tile Arrange Icons List of Open Charts Help Menu Content and Index Tip of the Day Critcal Tools website About WBS Chart Pro Toolbar Buttons Toolbar Buttons Defined Frequently Asked Questions List of Frequently Asked Questions Error Messages and Prompts Invalid Data Microsoft Project Messages Unable to Open Linked Data File No Calendar Available HTML Template Confirm Unlink Cannot Merge Unable to Save Image Overwriting HTML Files Demo Limits Exceeded Program Registration File was saved in old WBS Chart Pro Displays a blank WBS chart from MS Project plans Contacting Critical Tools.

As you organize and change your project in Microsoft Project using the outlining features. a WBS chart of that data is only a button away. Define Phases (Summary Tasks) and Subtasks with a c lick of the mouse. or transferred to Microsoft Project or any program that can read the “MPX” Microsoft Project file form at. WBS Chart Pro can be used for project planning As a planning tool. all of the task and resource information entered into the WBS chart is automatically transferred to Mic rosoft Project where additional sc heduling can be performed. When a WBS chart is transferred to Microsoft Project. Additionally. When you create a WBS chart of an existing Microsoft Project plan. WBS Chart Pro can be used with Microsoft Project WBS Chart Pro can be used to generate WBS charts directly from existing Microsoft Projec t files. Cost. An example of a WBS chart is shown below: Plans created in WBS Chart Pro can be maintained and managed separately. Start Date. WBS charts can be created first in WBS Chart Pro and then transferred direc tly to Microsoft Project. You can add/delete/reorganize/update your Microsoft Project plan using the WBS c hart. Double-click a task to add sc hedule information like Duration.WBS Chart Pro Overview of WBS Chart Pro What is WBS Chart Pro? WBS Chart Pro is a Windows-based project management software applic ation that is used to create and display projects using a Work Breakdown Structure (WBS) chart. A WBS toolbar button is installed into Microsoft Project for easy transfer of data. Work. WBS Chart Pro uses the Outline created in Microsoft Project to generate a hierarchical view of the data. page 5 . WBS charts can be displayed in many different styles and c olors. etc… WBS Chart Pro automatically rolls up the core task data to each summary level of the projec t. WBS Chart Pro contains a seamless integration with Microsoft Project to exchange data between the two programs. all c hanges made in the WBS chart are immediately reflected in the Microsoft Project plan. you can use WBS Chart Pro to quickly sketch a projec t plan on the sc reen using a “Top-Down” approach. Finish Date.

WBS Chart Pro page 6 .

the highest level summary is labeled 1. 1.1. each phase or component of the project is defined at subsequent levels until the appropriate level of detail is achieved. Usually. and so on. In Microsoft Project.1. Inform ation is rolled up to this summary level.1.1. 1.3. the third level 1.WBS Chart Pro What is a WBS chart? A Work Breakdown Structure (WBS) chart is a way of organizing a project into varying levels of detail using a hierarchical diagram. page 7 .1. the second level 1.2.3. this effect is achieved by creating Sum mary Tasks or "Indenting" Tasks in the Gantt chart to show the different levels of detail in a project. 1. The following diagram is an example of WBS codes.2. Then. WBS codes are used to label and identify the different levels of the hierarchy. By creating a Sum mary Task you are specifying that the summary is a higher level than the tasks below it. The traditional Work Breakdown Structure chart displays varying levels of detail starting with the highest or broadest at the top. 1.

with the following versions of Microsoft Project: Microsoft Project 98 Microsoft Project 2000 Microsoft Project 2002 Microsoft Project 2003 Microsoft Project 2007 Microsoft Project 2010 If you are using a version of Microsoft Project later than the ones listed above. WBS Chart Pro does not require Microsoft Project. go to our website at www. page 8 . and integrates seamlessly.WBS Chart Pro Installation and Configuration System Requirements WBS Chart Pro is a Windows based project planning software application. WBS Chart Pro can be used as a standalone project planning tool or as an add-on to Microsoft Project. WBS Chart Pro system requirements: Windows 2000.criticaltools. XP. Vista or Windows 7 5 MB free disk space Runs on all major Networks WBS Chart Pro is compatible.com for information on newer versions of WBS Chart Pro.

See also: Configuring MS Project for use with WBS Chart Pro Installing on a Network page 9 . There is no difference between the above two installations other than the fact that a WBS Chart Pro Toolbar button is installed into Microsoft Project if you choose the second option. you can turn the demo into the full version using this ID. select Register and enter the Produc t ID.WBS Chart Pro Installing on a Local PC WBS Chart Pro can be used as a standalone project planning tool or it can be used with Microsoft Project. You do not need Microsoft Project to run WBS Chart Pro. run Setup and select " Do not Modify Microsoft Project " when prompted. To install WBS Chart Pro and configure WBS Chart Pro to work with Mic rosoft Project. Once installed with the Microsoft Project option. run Setup and select " Modify Microsoft Project " when prompted. To activate the full version go to the Help-About WBS Chart Pro menu. you can start WBS Chart Pro by itself using the above-m entioned techniques or you can start Microsoft Project and select the WBS Chart Pro toolbar button within Microsoft Project to create a WBS chart of the current Microsoft Project plan. If you have installed the demo version of WBS Chart Pro and have a Produc t ID. WBS Chart Pro can be started by selecting the Start Menu-Program s-WBS Chart Pro or by double-clicking on the WBS Chart Pro shortcut on your desktop if you chose to add this. Once installed. To use WBS Chart Pro as a standalone software application if you do not have Microsoft Project.

Enter the Product ID when prompted during setup. up to the total number of licenses purchased. start WBS Chart Pro. To enter the Product ID.WBS Chart Pro Installing WBS Chart Pro on a Network WBS Chart Pro Licensing for Network Use WBS Chart Pro utilizes “named user” licensing and not “concurrent user” network licensing. If a user no longer accesses WBS Chart Pro on the network they can be replaced by another user. select Register and enter the Product ID provided. access to the Network directory where WBS Chart Pro was installed. User licenses can be transferred. This means that each user who accesses WBS Chart Pro on a network m ust have a license. Configuring the Network version of Microsoft Project for use with WBS Chart Pro If you wish to use WBS Chart Pro with a network installation of Microsoft Project. if you have 10 people who need to use the version of WBS Chart Pro on your network you must have a 10 User Network License. For example. Installing WBS Chart Pro on your Network 1. refer to the Help topic Configuring a Network Version of MS Project for WBS Chart Pro page 10 . 3. Install WBS Chart Pro into a directory on the Network. 2. The first time each user starts the program it will be in Demo mode until the Product ID is entered. go to the Help-About WBS Chart Pro menu. Assign each user.

Are you using Microsoft Project installed on a network? If so.mpp if you are using Project 2002. Go to Tools-Options-Security. try manually installing the Toolbar button into Microsoft Projec t as desc ribed below. Open the Folder where you installed WBS Chart Pro (the default is C:\Program Files\WBS Chart Pro).mpp if you are using Microsoft Project 98. If you still do not see the WBS Chart Pro toolbar button within Microsoft Projec t. WBS Chart Pro can be accessed from within Microsoft Project through the use of a Toolbar button. The WBS Chart Pro Toolbar button within Microsoft Project With the WBS Chart Pro Toolbar button you can open a Microsoft Project plan and clic k this button to create a WBS chart of the current plan in Microsoft Project. 3. Set it to Medium and click OK and OK again. If not. select it. SETUPWBS2003.WBS Chart Pro Configuring Microsoft Project Configuring Project 98 thru Project 2007 The following are instructions for configuring Microsoft Project 98 through Project 2007. 4.. the WBS Chart Pro Toolbar button will not be saved as part of Microsoft Project. SETUPWBS2002. Click the Macro Security. Instructions for configuring Project 2010 follow these instructions. Open the SETUP file for the appropriate version of Microsoft Projec t: SETUPWBS41. If you see the option on the bottom of this form that says " Allow loading files with legacy or non default file formats ". Start Microsoft Project.1. did you select " Modify Microsoft Project " when prompted to install the WBS Chart Pro Toolbar button into Microsoft Project? If not.. button. See Configuring a Network Version of MS Project for WBS Chart Pro for more information.mpp if you are using Project 2000. If you chose to do this and you see the button when you start Microsoft Project then you are ready to create WBS charts of your Microsoft Project plans and can proceed to the Help topic. 2. If you do not see the WBS Chart Pro Toolbar button in Microsoft Project. page 11 . " Creating WBS charts from Microsoft Project plans". there may not be suffic ient rights (Read/Write Permission) to modify Microsoft Projec t on the network. 5. Choose the File menu and select Open. SETUPWBS98. check the following: 1. SETUPWBS2000. During WBS Chart Pro Setup you are prompted to install this Toolbar button. 2. During WBS Chart Pro Setup.mpp if you are using Project 2003. Therefore. 3.mpp if you are using Microsoft Project 4. 6. go to step #3. Manually installing the WBS Chart Pro Toolbar button into Microsoft Project: 1. start WBS Chart Pro and select Tools-Microsoft Project-Setup to m odify Microsoft Project.

ensures the proper tasks are exchanged. If you are running Microsoft Project on a local computer. etc. After opening the SETUP file from within Microsoft Project. you probably have suffic ient Read/Write access to the GLOBAL. Macros and Toolbar button into Microsoft Project. If you do not have rights to modify the Global. Then. and you will need to follow the instructions for configuring Microsoft Project on a network.  A Filter – (beginning with Critical Tools).MPT file:  A WBS Chart Pro Toolbar button – this starts the Macro used to exchange data between Microsoft Project and WBS Chart Pro. several item s are copied to Microsoft Project and stored in the GLOBAL. start Microsoft Project and then start WBS Chart Pro. You will need to repeat this the next time you want to use WBS Chart Pro with Microsoft Project. click it to see if it takes you to the WBS Chart Pro program . In WBS Chart Pro choose Tools-Microsoft Project-Setup-OK. Tables.mpt file.m pt file is a Microsoft Projec t file and you should obtain the rights (Read/Write Perm ission) to modify and save the Global. If the WBS Chart Pro Toolbar does not appear when you restart Microsoft Project then there is a problem saving information to the GLOBAL. If you are running Microsoft Project on a network then the GLOBAL.MPT m ay be locked (made Read-Only).MPT file. These items will remain there until Microsoft Project is closed. When installing WBS Chart Pro. does the WBS Chart Pro Toolbar button appear? If so. These macros install the appropriate items into Microsoft Project to configure it to work with WBS Chart Pro.MPT file.  Several Tables (each beginning with the words Critical Tools). Views. all of the above items need to be present in Microsoft Project to perform the necessary operations. Technical Explanation of how Microsoft Project is configured for WBS Chart Pro When Microsoft Project is configured for use with WBS Chart Pro. see Configuring a Network Version of MS Project for WBS Chart Pro. This copies the necessary Tables. ensurse a consistent view of the data. To do this. This means that you can copy the necessary items into Microsoft Project each tim e you use WBS Chart Pro. The GLOBAL. close Microsoft Project and reopen it to see if the WBS Chart Pro Toolbar button is still there.mpp if you are using Project 2007.MPT file for the WBS Chart Pro-specific items to be saved as part of Microsoft Project. Views. used to extrac t the Microsoft Project fields in the correct order.MPT file on the loc al computer and configuring should not be a problem.MPT file is a Mic rosoft Project file that is used to store things like Macros. close WBS Chart Pro to return to Microsoft Project. Toolbar Buttons. along with the rest of the Mic rosoft Project program files. The Global. page 12 .WBS Chart Pro SETUPWBS2007. When you configure WBS Chart Pro to work with Microsoft Project the following item s are installed into the GLOBAL. In order for WBS Chart Pro to seamlessly exchange data with Microsoft Projec t.  A View – (beginning with the words Critical Tools).mpt file then you c an temporarily configure Microsoft Project for use with WBS Chart Pro. you need Read/Write acc ess to the GLOBAL.  GotoWBSChartPro Macro – this macro initiates the process of exc hanging data between Microsoft Project and WBS Chart Pro. These Setup files contain macros that are automatically run when opened (choose to Enable Macros if you receive a message). Microsoft Project installs this file into the same directory with the other Mic rosoft Project program files. Upon returning to Microsoft Project.

go to File-Options-Trust Center-Trust Center Settings and select "Enable All Macros". 6.mpp . In the left column. Views. Open the file called SetupWBS2010. Click New Group and Rename if you wish to rename this group. Configuring Microsoft Project 2010 To configure WBS Chart Pro to work with Project 2010. c hoose to Modify Microsoft Project to add the item s needed to integrate WBS with Project 2010.. Configuring Project 2010 during Setup does not add a button to the Ribbon in Project 2010. during Setup. click the "Choose commands from" drop down list and selec t Macros. To add a Tab and Button to the Ribbon in Projec t 2010: 1.WBS Chart Pro Note: Do not modify any of the above item s as this may prevent WBS Chart Pro from properly exchanging data with Microsoft Project.If you don't see the GotoWBSChartPro macro after running Setup and c hoosing to Modify Project 2010 then do this: 1. * . You need to do this manually. 3. 2. Select New Group in the right column. Filters and Macro needed for WBS Chart Pro to integrate with Projec t 2010. right click on the Ribbon and select "Customize the Ribbon. Start Project 2010. 5. 3." 2. Click this New Tab. c lick Rename to name this tab to som ething like "Critical Tools" and click OK.. See also: Creating WBS charts from Microsoft Project plans page 13 . Click a Tab in the Main Tabs section in the right column and select the New Tab button. This file is located in the C:\Programs Files\WBS Chart Pro folder by default. Click the GotoWBSChartPro macro in the left c olumn and then click the Add>> button to copy this to the New Group *. 4. Repeat the steps above and if you see the Macros you can close the Setup file without saving. Setup will c opy the Tables. Open Project 2010.

the following item s are installed into the GLOBAL. Obtain temporary Read/Write access to the GLOBAL.  A View – (beginning with the words Critical Tools). This way. Right-Click with the mouse and display the Properties. They are: 1. Microsoft Project installs this file into the same directory with other Mic rosoft Project program files. Toolbar Buttons. Right-Click this icon. ensures the proper tasks are exc hanged. Macros and Toolbar button into Microsoft Project. The GLOBAL. used to extrac t the Microsoft Project fields in the correct order. Tables. 3. you have three options for doing this. You can then instruct Microsoft Project to use the GLOBAL. Microsoft Project can be run from the network. but they m ay not have access to the WBS Chart Pro program. If you have Microsoft Project installed on a network there may not be suffic ient rights (Read/Write Permission) to modify the GLOBAL.  GotoWBSChartPro Macro – this macro initiates the process of exchanging data between Microsoft Project and WBS Chart Pro. This Toolbar button can access either a Network version or a loc ally installed version of WBS Chart Pro. If this is the case and if you wish to use your Network version of Microsoft Project with WBS Chart Pro.MPT file is a Mic rosoft Project file that is used to store things like Macros.MPT file.MPT on your local com puter instead of using the one on the network.MPT file of Microsoft Project:  A WBS Chart Pro Toolbar button – this starts the Macro used to exchange data between Microsoft Project and WBS Chart Pro. etc…) will be stored on the local com puter. To do this. Macros. Reports.MPT file from the network to a loc al drive and directory and make this directory the Working Directory (also called the Start In directory in some operating systems). copy the GLOBAL. Views. To make a local directory the Working Directory (or Start In directory). etc. Tables. run WBS Chart Pro Setup and answer Yes to the prompt to modify Microsoft Project. 2.  Several Tables (each beginning with the words Critical Tools).MPT file.MPT file and store it on your local com puter.  A Filter – (beginning with Critical Tools). In WBS Chart Pro choose Tools-Microsoft Project-Setup-OK . enter the Drive and Path to the direc tory where you page 14 . To do this. If you use an ic on on your desktop.MPT file on the network. Toolbars. start Microsoft Project and then start WBS Chart Pro. Create a copy of the GLOBAL. Then.WBS Chart Pro Configuring a Network Version of MS Project When Microsoft Project is configured for use with WBS Chart Pro. These item s will remain there until Microsoft Project is closed. This copies the necessary Tables. but all custom settings (Views. Copy the necessary items into Microsoft Project each tim e you use WBS Chart Pro. Views. WBS Chart Pro requires that the above items are installed into Microsoft Project to allow a seamless integration between the two programs. modify the icon that you use to start Microsoft Project. ensures a consistent view of the data. select Settings-Task Bar-Start Menu Programs-Advanced. locate the icon used to start Microsoft Project. If this is in your Start menu then you will need to go to the Start Menu. When you configure WBS Chart Pro to work with Microsoft Project. several item s are copied into Microsoft Project and stored in the GLOBAL. This adds a WBS Chart Pro Toolbar button to the network installation of Microsoft Projec t. The disadvantage to this procedure is that everyone who uses the version of Microsoft Project on the network will see this WBS Chart Pro button.

page 15 . Mic rosoft Project will be run from wherever it is installed but the Start in directory is pointing to C:\Project 2007. Microsoft Project will use this one instead of the one on the Network.MPT in this directory.MPT file.WBS Chart Pro c opied the GLOBAL. If there is a GLOBAL. For example: This is the Properties dialog for Microsoft Project 2007.

Insert Right. You can perform certain actions on just the Summary Tasks in the WBS c hart and other actions on just the Tasks in the chart. The View toolbar buttons page 16 . start and finish dates. To enter additional information for the Summary Task or Task. This means that eac h Summary Task will summarize the task information below it all the way up to the top of the WBS chart. Entering Information To enter the name of a Summary Task or Task select that box and type. WBS Chart Pro automatically rolls up the core task data to eac h Summary Task of the project. See also: Entering Information Views A View is a defined collection of formatting options for displaying a WBS chart. For exam ple.WBS Chart Pro Using WBS Chart Pro Terminology and Basic Concepts Creating the WBS chart In WBS Chart Pro. In WBS Chart Pro. if you delete or move all of the subordinate item s of a Summary Task it will bec ome a Task. Or. Additionally. you can display only the Summary Tasks in the WBS chart to show all of the major phases of your project (select the Show Only Summary Tasks button). They look like this: The Insert Left. In fact. and other schedule data. The fields that are rolled up include the cost. any task with at least one task beneath it is referred to as a Summary Task . you create items in your WBS chart by clicking the Insert New Task buttons on the Toolbar. work. Any task without a subordinate is simply called a Task. Insert Above and Insert Below toolbar buttons See also: Adding New Tasks Summary Tasks and Tasks As you create the WBS chart you place certain tasks under other tasks to represent that one is a subordinate of another. WBS Chart Pro automatically recognizes whether an item is a Summary Task or a Task. and you c an toggle through these Views until you find one that displays the chart in the way you prefer. There are several predefined Views in WBS Chart Pro from which to c hoose. you can define custom fields and other data fields to be rolled up in the Tools-Rollup dialog box. you c an remove the box and shadow from all Tasks in the c hart (select the Format-Borders menu). double-clic k it.

vertically list this: Summary Tasks may also have other Summary Tasks under them along with the subtasks. it would look like this: page 17 . simply display that View and c hoose the many formatting options in the Format menu. To modify a View. like this: This arrangement of Tasks and Summary Tasks lists all items below a Summary Task horizontally. Tasks c an be arranged under a Summary Task horizontally like this: Or.WBS Chart Pro The current View is displayed in the window on the toolbar. Use the Next View (right arrow) and Previous View (left arrow) buttons on the View bar to toggle to different Views. See also: Views Arranging Tasks under Summary Tasks Summary Tasks control how the items below them are arranged. if you were to list everything vertic ally. However. An arrangement would be to list subordinate item s vertically.

see: Creating a New WBS chart For information on creating a WBS chart from Microsoft Projec t. You can also individually change the way a Summary Task arranges its subordinates by selecting a Summary Task and choosing one of the Arrangem ent toolbar buttons. The WBS Chart Style looks like this: The arrangement of items below Summary Tasks is set Chart-Wide using the Form at-Chart menu. For this reason. The WBS Style lists all Tasks under a Summary Task vertically but all other Sum mary Tasks are listed horizontally. WBS Chart Pro uses a special style called the WBS Chart Style.WBS Chart Pro Listing Summary Tasks and tasks vertically makes for a very tall chart. see: Creating WBS charts from Microsoft Project plans page 18 . They look like this: See also: Chart For information on creating a new chart.

Type to enter a Name for the task.WBS Chart Pro Creating a New WBS chart Here are the basic steps to creating a new* WBS chart using WBS Chart Pro: 1. 3. See also Entering Information Change Views to display the WBS chart differently. 5. see the Help topic Creating WBS charts from Microsoft Project plans page 19 . 4. See also Printing Save your WBS chart. See also Moving & Repositioning Tasks Print your WBS chart. 6. For more ways to use WBS Chart Pro. * To create a WBS chart from an existing Microsoft Project plan. see the other topics under the Using WBS Chart Pro section of Help. 8. See also Entering Information Double-click to enter additional information about that task. See also New Click the Insert Task buttons Adding New Tasks with your mouse to add tasks. Open WBS Chart Pro (a New chart is created for you to begin planning). See also Views Click and Drag to rearrange tasks. There are m any additional options available for working with WBS charts. See also 2. 7. See also Saving WBS charts These are only the basic steps for creating a WBS chart.

For example: With tasks listed left to right. selecting Task 2 and choosing Insert Task Left … …inserts the new task as a Summary Task to Task 2. if you select Task 2 and choose Insert Task Left… …the new task will be added to the left of Task 2. above or below the selected task. right.WBS Chart Pro Adding New Tasks To add tasks in a WBS chart. With tasks listed vertically. Insert Above and Insert Below toolbar buttons Here are some tips for adding tasks in WBS Chart Pro:  If there are no other tasks in the WBS chart or if you are only displaying the Projec t Summary Task then you can only add a task below by using the button. In this second example. The Insert Left. Tips: page 20 . Insert Right. if you want to place a task above or below Task 2 you would select Insert Task Above (the Up arrow) or Insert Task Below (the Down arrow). the Insert Task buttons plac e tasks in different positions relative to the currently selected task.  Depending on the orientation of tasks in the WBS chart. use the Insert Task toolbar buttons to add a task to the left.

You can also Click and Drag to create tasks but to do this you m ust turn this option On. Select the “Switch Drag Mode” toolbar button (the mouse toolbar button) to c hange from “ Click and Drag to Move Tasks” to “Click and Drag to Create Tasks” mode. Click the Mouse toolbar button again to switch back to “Click and Drag to Move Tasks” mode.WBS Chart Pro   You can also Right-Click on a Task and choose one of the Insert com mands. The Mouse toolbar button page 21 .

The Edit toolbar Tips:  If the task box selected on the screen contains m ultiple fields you can use the Tab key to move around the different fields. with the WBS chart below. One is to enter the task information directly into the task box by selecting the task on the sc reen and typing the information directly. Double-clicking on a task brings up the Task Information dialog box.WBS Chart Pro Entering Information There are two ways to enter information for a task in the WBS chart. with this WBS chart. select the Edit bar (or press F2) to m odify existing page 22 .  When you select a field in a Task box. The inform ation you can enter is dependent on which fields are currently displayed on the sc reen. Click the field you wish to change and type in the new inform ation. The other way to enter inform ation is by using the Task Inform ation dialog box. The Edit bar displays the contents of the current field being edited. there are many fields displayed in the c hart. Click the c heckmark to accept the field (or press Enter) or click the X to reject the data entered into the field (or press Esc). For example. only the Task Nam e is displayed so you c an only change the Name of the task directly on the screen: However. Both options are discussed below: Entering Information using the Task box on the screen You can enter information about a Task by selecting a task on the screen and typing information directly into the selected field for that task.

selec t the Format menu and choose Summary Boxes or Task Boxes.  To display WBS charts containing different arrangements of fields. For more information on how to use this form. Entering Information using the Task Information Dialog Box The Task Information dialog box is found by double-clicking a task. try switc hing Views using the Next View and Previous View buttons at the top of the screen. The Task Information toolbar button The Task Information dialog box allows you to enter data for the selected Task or Sum mary Task as shown below: Type information into the various fields and c lick OK when finished. see Views  To add/delete or modify the fields that are currently displayed in the Task boxes. or by selecting a task and the Edit-Task Information menu item.WBS Chart Pro text for that field. by selec ting a task and clicking on the Task Information toolbar button. see Task Information For information on how WBS Chart Pro performs scheduling see Scheduling page 23 . For m ore information on changing Views.

By Dependencies – If a task has a dependency but does not have a Constraint Date or Actual Start then the task is scheduled based on the dependency. Duration. To change the Project Start Date use the Properties form: 1. Select Schedule from Project Start date . By Constraint Date – If a task has a Constraint Date then it schedules the task based on the Constraint Date and Constraint Type. 2. 3.WBS Chart Pro Scheduling WBS Chart Pro schedules tasks based on the information you enter. By Duration – Each task’s finish date is determined by the Start Date plus the Duration you enter. hours per day. Enter a date into the Project Start date in the field. a Constraint Date or an Actual Start then the task is scheduled to start on the Project Start Date and its finish is determined by the Duration of the task. WBS Chart Pro also calculates the Critical Path. etc. Each of these concepts is explained below: Project Start Date and Project Finish Date The Project Start Date in WBS Chart Pro is more than just the date on which the project starts. The Project Start Date is used to define the Start date for all tasks that do not have dependencies.). Below is an explanation of how tasks are sc heduled. the Project Start Date is set to the current date when you open a New file. By default. Constraint Dates or an Actual Start. It uses the Project Start Date (or Project Finish Date when sc heduling from the Project Finish). Select the Tools-Chart Settings m enu. Dependencies and Constraints to calculate when each task m ust Start and Finish. taking into account the Calendar (working and non-working days. Tasks are scheduled based on the following: By Project Start Date – If a task does not have a dependency. By Actual Start/Finish – If a task has an Actual Start or Actual Finish it is scheduled based on these dates. page 24 .

WBS Chart Pro provides a standard 5 day workweek. By default. Days. the duration is used to calculate the Start date of a task. the duration is used to calculate the Finish date of a task. or Months. and as you c hange this page 25 . for a 10 day task you can enter 10d in the duration field. Note: The above duration units take into ac c ount the Calendar (Working and Non-Working Time).WBS Chart Pro To schedule from the Finish of the project. Hours. The duration you enter will work within this c alendar. Duration The duration is the amount of time it takes to complete a task. When scheduling from the finish of the project (deselec t the option “Schedule from Project Start Date” under Tools-Chart Settings). a 2 week task would be 2w. Duration c an be entered into the Duration field of the Task Information dialog box using the following format: M = Minutes H = Hours D = Days W = Weeks MO = Months For example. Weeks. deselect the Schedule from Project Start date option and enter a date into the Project Finish date. 8 hour workday calendar. Duration for a task c an be entered in Minutes. When scheduling from the start of the project (check the option “Schedule from Project Start Date” under Tools-Chart Settings).

Dependencies A dependency is a relationship between tasks specifying that one task depends on the start or finish of another task before it can start or finish. For example. 7 days a week with no non-working days. To create a Finish to Start dependency in WBS Chart Pro: 1. Elapsed duration units are defined by entering an E prior to the Duration unit for exam ple. click in this field and type the Duration. Note that WBS Chart Pro does not graphically depict dependencies in a WBS chart. For a graphical way to create and display dependenc ies. The successor depends on the predecessor. To enter the Duration: 1. or 2. If the Duration field is displayed in the Task boxes on the sc reen. you can click and drag to create dependenc ies and data can be seamlessly transferred between PERT Chart EXPERT and WBS Chart Pro. 3. and are scheduled based on a 24 hour day. use PERT Chart Expert. and vice versa. 2. WBS Chart Pro establishes dependencies between tasks using the Predecessor or Suc cessor fields of the Task Information Dialog. many tasks must happen in a certain order. Double-click on a task to display the Task Information form and then select the Custom tab. If you enter in the Task ID of the Successor then the ID of the Predecessor is automatically filled for the Successors ’ Task Information. There are several different types of dependencies. 12eh for 12 Elapsed Hours or 5ed for 5 Elapsed Days. Click OK. If the Predecessor or Successor field is not displayed then select “Add Field ” to add it to the list of fields displayed. Double-click the task and type the Duration into the Duration field of the Task Inform ation form. etc. A duration of 5 Elapsed Days from Wednesday would make the finish of a task occur on Sunday evening. a dependency may specify that a partic ular task must finish before another can start. This means that one task must Finish before the next one Starts. or that one task can only start after another has worked for 5 days. If you are creating your WBS chart from a Microsoft Project plan. page 26 . Creating dependencies between tasks or linking tasks together defines this order. available from Critical Tools. Using PERT Chart EXPERT. For example. The m ost common type of dependency is the Finish to Start dependency. Elapsed days override the c alendar. Select the Predecessor or Successor field and enter the Task ID of the Predecessor or Successor to this task. the first task in the chain is called the Predecessor and the second is the Successor . When you have a dependency between two tasks. The corresponding Task ID numbers are entered into these fields.WBS Chart Pro calendar your schedule will change accordingly. When planning projec ts. if a task starts on Wednesday morning and you enter a duration of 5 Days then the task will Finish on the following Tuesday evening (5 working days from Wednesday). all of the c urrent dependency information will be automatically included. Durations can also be entered in Elapsed Days.

The default dependency type is a Finish to Start. However. Each of the dependency types is described below: Finish to Start (FS) – One task must finish before the next one starts. entering 10SS into the Predecessor field for a task would mean that there is a Start to Start dependency from Task with ID 10 to this task.WBS Chart Pro There are several types of dependencies that you can create between tasks. FF or SF dependency you must specify this along with the Predecessor or Successor ID. Start to Start with a 5 day lag (1SS+5d) – Task B cannot start until 5 days after Task A page 27 . As an exam ple. For example. Lag Most tasks in a project start immediately after one has finished but occ asionally you may need to enter a delay. if you want a SS. Start to Finish (SF) – One task cannot finish until another has started. let’s say you want to link Task A (ID# 1) to Task B (ID# 2) with the following dependenc ies (enter the information in parentheses into the Predecessor field of Task B): Finish to Start with a 5 day lag (1FS+ 5d) – Task B cannot start until 5 days after Task A finishes. When there is an amount of time that must transpire before the sec ond task must occur you can use a “lag” for this. Finish to Finish (FF) – One task cannot finish until the other task is finished. When you enter the ID of a Predecessor or Successor task you do not need to specify the FS to denote Finish to Start. Start to Start (SS) – One task cannot start until the other task has started. A lag is the amount of time that the second task m ust wait after the first task starts or finishes. A Finish to Start dependency with a 5 day lag means that the successor task cannot start until 5 days after the predecessor task has finished.

As Late as Possible – Schedules the task to happen as late as possible based on the dependencies that follow the task. Finish to Start with a –5 day lag (1FS-5d) – Task B starts 5 days before the finish of Task A. the task ’s duration and the project start date. Constraint Dates A Constraint Date is a specific date that you assign to a task. Must Finish On – Schedules the task to finish on the date specified in the Constraint Date field. Must Finish On. Constraint Type The Constraint Type field allows you to enter the type of constraint. The “As Soon As Possible” constraint does not actually constrain a task to a particular date. Start no Earlier Than. It will then be scheduled based on the dependencies. double-click the task to display the Task Information form. Finish to Finish with a 5 day lag (1FF+ 5d) – Task B cannot finish until 5 days after Task A finishes.WBS Chart Pro starts. Finish to Start with a –50% lag (1FS-50%) – Task B starts halfway from the finish of Task A. Constraint Date The constraint date is used along with the Constraint Type for scheduling tasks. Start No Earlier Than – Schedules the task to start no earlier than the date specified in the Constraint Date field. The “As Late As Possible” constraint does not actually constrain a task to a particular date.). There are several different types of constraints. etc. Set the Constraint Type to “As Soon As Possible” if you no longer wish to have a Constraint Date associated with a task. the task ’s duration and the project finish date. Along with this date is a Constraint Type that determines how the date is used (Must Start On. Choose from one of the following: As Soon As Possible – Schedules the task to happen as soon as possible based on the dependencies that precede the task. Finish No Later Than – Schedules the task to finish no later than the date specified in the Constraint Date field. To display the Constraint Date and Constraint Type for a task. The “As Soon As Possible” and “As Late As Possible” constraint types do not use a Constraint Date. Must Start On – Schedules the task to start on the date specified in the Constraint Date field. all require that you enter a date except As Soon As Possible and As Late as Possible. Start No Later Than – Schedules the task to start no later than the date specified in the Constraint Date field. thus allowing the task to be scheduled based on the dependencies associated with a task. page 28 . Finish No Earlier Than – Schedules the task to finish no earlier than the date spec ified in the Constraint Date field.

Actual Start and Actual Finish Entering an Actual Start and/or Actual Finish into the Task Information form on the Custom tab will schedule the task on the specified date. This will remove the Constraint Date and allow the task to schedule based on the dependenc ies. overriding any of the above sc heduling options used.WBS Chart Pro Note: To remove a date constraint assign the “As Soon As Possible” constraint to a task. page 29 .

This type of c hart displays the tasks in your project and the dependencies between these tasks. allows you to plan and display projects using a Dependency Diagram (Network Diagram). Linked files require that you go to Microsoft Project first when switching between WBS Chart Pro and PERT Chart EXPERT. Select the Help-About menu to see which version you have. To create a WBS chart file again press the Goto WBS Chart Pro button in PERT Chart EXPERT to transfer it back to WBS Chart Pro. another product from Critical Tools. Contact Critical Tools to obtain a version of PERT Chart EXPERT that works with WBS Chart Pro. The Goto PERT Chart EXPERT button is not available (grayed out) if:   You do not have PERT Chart EXPERT. You do not have a version of PERT Chart EXPERT that works with WBS Chart Pro. since all of your project data is stored within Microsoft Projec t. then from within Microsoft Project use the Goto Pert Chart EXPERT toolbar button. To create a PERT Chart from a linked file. select the Goto PERT Chart EXPERT toolbar button. The Goto Pert Chart EXPERT toolbar button When you transfer a WBS chart to PERT Chart EXPERT your WBS chart is saved to the PERT Chart EXPERT format (a .PCE file) and then im mediately opened in PERT Chart EXPERT. You m ust have PERT Chart EXPERT version 2. To transfer the current WBS chart to PERT Chart EXPERT. You can seam lessly transfer projects from WBS Chart Pro to PERT Chart EXPERT and vic e versa. See Contacting Critical Tools You are working with a WBS Chart that is linked to a Microsoft Project file.0 or greater for this to work. first go to Microsoft Project using the Goto Project toolbar button. All of your project data and WBS formatting will be contained in the new PERT Chart EXPERT file.  page 30 .WBS Chart Pro Transferring a WBS chart to PERT Chart EXPERT PERT Chart EXPERT.

configure this chart and save this chart. costs. You can also open the Microsoft Project plan first and select the Goto WBS Chart Pro button to open the saved WBS chart corresponding to the Microsoft Project plan. You c an also perform simple scheduling in WBS Chart Pro. Certain task information is rolled up to each summary level of the WBS chart (go to the Tools-Rollup m enu to further define whic h fields get rolled up). plus m uch more. You are prompted to save the Microsoft Project plan and you must enter a filename for this Microsoft Projec t plan to continue transferring the WBS chart to Microsoft Project. the Microsoft Project file containing the data (information like names. resource management. it is considered a “standalone” WBS chart. This means that the WBS chart file is a self-contained file with all of the data and formatting options within this file. If you create a new WBS chart in WBS Chart Pro. etc.WBS Chart Pro Transferring a WBS chart to Microsoft Project You can use WBS Chart Pro to create your projects first with a WBS chart. In WBS Chart Pro you can enter various fields of information about the tasks in your project including name. To transfer the current WBS chart to Microsoft Project. After transferring the data to Microsoft Project. start. you can transfer the WBS chart to Mic rosoft Project.). box placement.). You will then have two files. The Goto Project toolbar button Transferring a standalone WBS chart to Microsoft Project means that the data that exists in the WBS chart will be transferred from the WBS chart and placed into a Mic rosoft Project plan. etc. etc. finish dates. duration. finish. and the WBS chart file containing the form atting options that are WBS chart-specific (such as custom colors. start dates. the next tim e you open the WBS chart it not only opens the WBS chart with all the formatting but also opens the c orresponding Microsoft Project file to which it is now linked. The WBS chart then becomes linked to this Microsoft Project plan. For more elaborate scheduling. page 31 . and then transfer these charts to Microsoft Project for further scheduling. select the G oto Project toolbar button.

Specify a filename and click OK. page 32 .MPP file) and the WBS c hart formatting is stored in the WBS c hart file (a . this information is immediately sent to Microsoft Projec t. and a link to the Microsoft Project plan where the data is stored.MPP). Saving a WBS chart linked to a Microsoft Project plan After modifying the linked WBS chart. it saves both the WBS chart file (. it will remember this and automatically open this chart for you to c ontinue working. They are: 1. To save the WBS chart. modify or delete tasks in the WBS chart. if you open the WBS chart (*. see the Note below. The WBS Chart Pro toolbar button WBS Chart Pro is started and the current project plan from Microsoft Project is displayed in a WBS chart. Microsoft Project may not be able to locate the WBS chart the next tim e you try to load the WBS chart from the Microsoft Project plan. If it does not open the previously saved WBS chart. If you have previously created a WBS chart from this Microsoft Project plan and saved the WBS c hart. Tip: When a WBS chart is dynamically linked to a Microsoft Project plan the word LINKED appears in the lower right corner of the screen. Open WBS Chart Pro.WBS Chart Pro Creating WBS charts from Microsoft Project To create a WBS chart from an existing Microsoft Project plan: 1. the WBS c hart is dynamically linked to this Microsoft Project plan. Start Microsoft Project and open the desired Microsoft Project plan. When you save a WBS chart that is linked to a Microsoft Project plan. Note: If you rename or move a Microsoft Project plan that is linked to a WBS c hart. select the File m enu and choose Save (or Save As). If you move or rename a Microsoft Project that is linked to a particular WBS chart file. From within WBS Chart Pro. when it comes time to save and c lose your WBS chart it helps to remember that the data is stored in Microsoft Project (a . If you add. Click the WBS Chart Pro toolbar button*. When you create a WBS chart from an existing Microsoft Project plan. perform the following to relink the MS Projec t plan to the WBS c hart file: 1. 2. 2. The saved WBS chart contains the formatting of the chart. click the WBS Chart Pro toolbar button.WBS file) that is linked to the Microsoft Project plan it will automatically open Microsoft Projec t and the c orresponding Microsoft Project plan.WBS file). Opening a WBS chart linked to a Microsoft Project plan There are two ways to open a WBS chart that is linked to a Microsoft Project plan. From within Microsoft Project.WBS) and the corresponding Microsoft Project plan (.

4. 5. Select Link to another datasource and click Open. *If you do not see the WBS Chart Pro toolbar button in Microsoft Project.WBS Chart Pro 2. 3. Click on the WBS chart file (the . When you save the WBS chart it will remember the new name and location of the Mic rosoft Project to which it is linked. Locate the Microsoft Project plan and select Open.WBS file) that was linked to the Microsoft Project plan. Select File-Open. see the help topic Configuring MS Project for use with WBS Chart Pro If you want to create a WBS chart and Unlink it from the Microsoft Project plan see the topic Unlink page 33 .

WBS Chart Pro

Tips when using WBS Chart Pro with MS Project
When you create a WBS chart from an existing Microsoft Project plan you must remember that you are dynamically linked to this plan and any changes m ade in the WBS c hart are immediately reflected in Microsoft Project. If you add or delete tasks in the WBS c hart, these tasks are immediately added or deleted in Microsoft Project. A WBS chart created from an existing Microsoft Project can be saved but this does not save the data into the .wbs file. All project data is still maintained in Microsoft Projec t. Saving a WBS chart that is linked to a Microsoft Project plan only saves the link and any WBS chart-specific items that cannot be saved in Microsoft Project like box placem ent, custom box colors and formatting options for the WBS c hart. If you create a WBS chart from an existing Microsoft Project plan and you do not want this WBS chart to be dynamically linked to the corresponding Microsoft Projec t plan then you c an save the WBS chart as a “standalone” WBS chart. This will “unlink” the WBS chart from the Microsoft Project plan and save all of the data to the WBS chart file. Once you save as a standalone chart, this WBS chart cannot be linked back to the original Mic rosoft Project plan from which it was created. You can only use this standalone WBS chart to create a new Microsoft Project plan. See also Saving WBS charts

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WBS Chart Pro

Copying, Moving & Repositioning Tasks
Tasks in the WBS chart can be rearranged by Copying, Moving, or Repositioning them . You can move or copy a task or set of tasks from one part of the WBS chart and Paste to another area in the WBS chart. This changes the structure of your WBS chart. You can achieve this by clicking and dragging a task(s) or by selecting the appropriate Cut/Copy and Paste commands from the Edit menu. The Cut/Copy and Paste actions are disc ussed in more detail below. You can also rearrange a WBS chart by repositioning a task or set of tasks on the chart. This does not change the structure of the WBS chart, it only places boxes in different areas for customized viewing. You can reposition tasks in the WBS c hart by clicking on the appropriate edge of a box and dragging it to a new position on the c hart. The differences between the two procedures are dem onstrated in the following examples:

Cut or Copy involves placing the task in a different part of the WBS chart thus c hanging the structure.

Using Cut or Copy with the above chart…

…Task 2 can be Cut and Pasted below Task 3…

…or Task 2 can be Copied and Pasted below Task 3.

Repositioning involves moving a task or set of tasks without changing the structure of the WBS chart.

Repositioning means to move a task…

…to a new location by dragging the edge of the box.

Cut/Copy and Paste Tasks in WBS Chart Pro page 35

WBS Chart Pro

When working with an unlinked (standalone) WBS Chart you may select a single task, summary task or multiple tasks to be Cut and Copied. WBS Charts that are linked to a Microsoft Project Plan are restricted to Copy and Cut actions on a single task or a single summary task only. Performing a Cut or Copy ac tion on a summary task also includes all of the subtasks under the summary task in the action as well. There are several ways to Cut and Copy tasks:

Edit menu – Select a summary task or task by clicking on it, choose the Edit menu and choose Cut or Copy (or use Ctrl-X, or Ctrl-C). To Paste the task(s), select another task, choose the Edit menu and choose Paste Before (or Ctrl-V) to paste the left of the selected task, Paste After to paste to the right of the selected task, or Paste Subtask to paste as a subtask to the selected task. Right-Click – Place your cursor on a summary task or task and c lick the Right Mouse button. This will display a menu allowing you to choose to Cut or Copy the selected task.

Right-Click Menu

Right-Click and Drag – Place your cursor on a summary task or task, click the Right Mouse button, Drag and place it over the destination task box. This displays the following menu, prompting you to Move or Copy the selected Task relative to the destination task (before, after, or as a subtask). You also have the option of copying the Custom Box Settings from one task box to another. The Custom Box Settings define the box style and color. Note: In order to perform this Drag operation the mouse cursor must be in “Drag to Move Task” mode. To change mouse cursor modes, click on the mouse toolbar button.

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To change mouse cursor modes. Note: Summary tasks and tasks are repositioned relative to other tasks around them by increasing/decreasing the distances to these other tasks. som e tasks cannot be repositioned since there may not be an appropriate task to reposition relative to. Therefore. click on the mouse toolbar button. position the m ouse over the edge of the box in order to get the up-down arrow or left-right arrow. click the Left Mouse button. This allows you to place a summary task or task onto another area of the chart without changing the structure of the chart. Drag the cut task over the destination task until you see the desired arrow direction (down. Drag and place over another summary task or task. page 37 . Left-Click and Drag Directional Arrow Repositioning Tasks in WBS Chart Pro You can click and drag the edge of a task box to reposition it.WBS Chart Pro Right-Click and Drag Menu  Left-Click and Drag – Place the cursor on a summary task or task. right or left arrow). Note: In order to perform this Drag operation the mouse cursor must be in “Drag to Move Task” mode. To reposition a summary task or task in the WBS chart. This will Cut the selected summary task or task and place it relative to the destination task based on the red directional arrow. then:   Click and Drag on the top or bottom edge of a Summary Task or Task box to m ove its position up or down in the chart. Click and Drag on the left or right edge of a Summary Task or Task box to m ove its position left or right in the chart.

WBS Chart Pro page 38 .

you could display Start and Finish dates for the Sum mary Tasks in the Chart and Resource Names for all the Tasks in the c hart. You c an even place fields outside of a box. all Microsoft Project Task fields. Sinc e the same technique is used to modify the fields within both Sum mary Task and Task Boxes they are covered in one Help Topic. etc.WBS Chart Pro Displaying Fields in Task Boxes You can display a variety of fields in the Summary Task and Task boxes suc h as name. start. you could simply have the Name field displayed in the boxes like this: Or. can be displayed in the Summary Task and Task boxes on the sc reen. cost. If you are using Microsoft Project. There are no limits to the numbers of fields you can place in a box. you could display the Start and Finish dates for all Tasks in your c hart like this: Or. The fields within Summary Task boxes and Task boxes are configured separately. except the Notes field. For more information on how to c onfigure the fields within Summary Task and Task Boxes see Task Boxes page 39 . like this: The number of fields and arrangement of fields within a box is c ompletely configurable. finish. For example. Try switching Views using the Next View and Previous View toolbar buttons to see these. Many of the Views in WBS Chart Pro contain different arrangements of fields in the boxes.

Choose File-Save (or File-Save As). an MPX file or a Text file). For example. this is ac tually being done dynamically in Microsoft Project. Saving a WBS chart (linked) Saving a WBS chart that is “linked” to a datasource saves all of the WBS chart form atting into the WBS file but the data remains in the datasource. Select a location to save the file and enter a nam e for this file in the filename field. views and form atting options into a single file. 3. WBS chart files created in WBS Chart Pro have an extension of . If you only use WBS Chart Pro to create your WBS charts then your charts are always saved “standalone” and this WBS file is a completely self-c ontained file. page 40 . the data is saved in Microsoft Project but the WBS chart formatting is saved in the WBS file. Make sure the “Save as type” option is set to WBS Chart and click OK to save this file. moving tasks or deleting tasks. The data that you see in the WBS chart is not actually in WBS Chart Pro but a reflec tion of what is maintained in Microsoft Project. This is what happens when you open WBS Chart Pro. The WBS file is then “linked” to this Microsoft Project plan. Note: When you Save a WBS chart that is linked to a Microsoft Project plan this also saves the plan in Microsoft Project. c reate a WBS chart and save the WBS chart. A WBS chart is either saved “standalone” or “linked” to a datasource (such as a Microsoft Project plan. If you make changes to this data in WBS Chart Pro such as adding new tasks. Saving a WBS chart (standalone) Saving a standalone WBS chart saves all of the project data. if you are using WBS Chart Pro with Microsoft Project and you c reate a WBS chart of a Microsoft Project plan. it also opens the Microsoft Project plan to which it is linked.WBS Chart Pro Saving WBS charts To save a WBS chart: 1. When you save and close a linked WBS chart and then re-open this WBS c hart file. 2. box colors.WBS.

WBS file) that is linked to the Microsoft Project plan it will automatically open Microsoft Project and the corresponding Microsoft Project plan. 4. Select File-Open. If you move or rename a Microsoft Project plan that is linked to a particular WBS chart file. perform the following to link this new MS Project plan to the WBS chart file: 1. page 41 .WBS) that was linked to the Microsoft Project plan. click the WBS Chart Pro toolbar button. 2. Note: If you rename or move a Microsoft Project plan that is linked to a WBS c hart file it may not be able to locate this WBS chart file the next tim e you to create a WBS chart from the Microsoft Project plan. it will remember this and automatically open this chart for you to continue working. choose the File-Open m enu and locate the appropriate WBS Chart file. If you have previously created a WBS chart from this Microsoft Project plan and saved the WBS chart. Select the WBS chart file (*. Opening a WBS chart linked to a Microsoft Project plan There are two ways to open a WBS chart that is linked to a Microsoft Project plan: 1. 2. 3. Check "Link to another datasource" and click Open. If it does not open the previously saved WBS chart. From within Microsoft Project.WBS Chart Pro Opening WBS Charts Opening a standalone WBS Chart To open a standalone WBS chart. From within WBS Chart Pro. Select the WBS chart file and choose Open. Open WBS Chart Pro. see the Note below. if you open the WBS chart (*.

Locate the MS Project plan and select Open.WBS Chart Pro 5. When you save the WBS chart it will remember the name and location of the new Mic rosoft Project to which it is linked. page 42 .

Select a View – In the WBS chart. Paper Size. Margins. This information can be entered from within Print Preview. To see how a different Page Layout would look with your WBS chart. see Page Layouts page 43 .WBS Chart Pro Printing Here is the recommended process for printing your WBS charts: 1. For m ore information on using Page Layouts. You can also modify an existing Page Layout by selecting the Edit button in Page Setup. They are: a) Summary Info – Your WBS chart may display fields of information around the c hart like Title. Each View in the WBS chart uses a specific Page Layout. Select the Summary Info button to enter information about your project that can also appear in the WBS chart printout. To change or modify settings for the printer. or Company. see Properties b) The Current Printer and Paper Size – Select the Page Setup button (from within Print Preview) to see what size paper and other print options are currently set. For m ore information on Properties. For m ore information on using the Page Setup dialog box. You can change Views and select one you like or change Views until you find one that is similar to the one you want and modify it. selec t the Printer button from within Page Setup. Page Layout determines the general layout of the WBS chart on the page. select the Next View toolbar button in the upper right c orner of the screen. Select the Next View button (the right arrow) to change Views For more information on selecting and modifying Views see Views 2. If you want to modify a Page Layout. Select Print Preview – Selecting Print Preview is the quickest way to see how your WBS chart will be printed before you send the WBS chart to the printer. etc. The Print Preview toolbar button The WBS chart and surrounding data on the printout displayed in Print Preview are based on several configurable options. see the section below on Page Layout. before you print or select Print Preview you should select a View that contains the form atting that you want. see Page Setup c) The Page Layout – In Print Preview you may notice a border around the WBS c hart. perhaps page numbers and maybe even data fields around the WBS c hart. To see how these fields are arranged on the page. use the Page Setup dialog to select one that is close to what you are looking for and then choose the Edit button with that Page Layout listed in the Page Layout field. In the Page Setup dialog box the Page Layout field displays the current Page Layout being used. To change Views. select a different Page Layout from the list and c lick the Preview button to return to Print Preview. You can change some basic settings for the printout in the Page Setup dialog box like Scaling. Select the Print Preview toolbar button or select Print Preview from the File menu. Manager.

WBS Chart Pro The Page Setup dialog box 3. press the Print button to send the WBS chart to the printer. Print the WBS chart – When you are satisfied with the current WBS c hart displayed in Print Preview. page 44 .

Actual Work – The amount of work that has already been done by the resourc es assigned to the task. Note: When used with Microsoft Project. plus any fixed costs.WBS Chart Pro Fields in WBS Chart Pro There are many different data fields in WBS Chart Pro for entering inform ation into. Actual Overtime Work – The actual amount of overtime work already performed by all resources assigned to a task. WBS Chart Pro does not use all of the Microsoft Project fields. The Assignment field for tasks is always No. For exam ple. the Flag 2 field to Sales Dept and so on. Actual Cost – Cost of actual work performed to date by all resources on a task. you could rename the Flag 1 field to Engineering Dept. Tip: You can rename any field in WBS Chart Pro using the Field Names… option in the Tools menu. Assignment Delay – The amount of time a resource is to wait before starting work on an assignment. Work. page 45 . Finish. % Work Complete – Percentage of the task’s work that has been completed. Actual Duration – The span of actual working time for a task so far. % Complete – Percentage of the task’s duration that has been completed. Fields used in WBS Chart Pro Below is a brief description of each of the task fields supported in WBS Chart Pro. Start. If you were to use a field in WBS Chart Pro that is not supported by the version of Microsoft Project that you are using then this inform ation would be stored in the WBS chart file since it cannot be transferred to Microsoft Project. Assignment – A field calculated by MS Project to indicate if an item is an assignment. This will permanently rename that field in WBS Chart Pro so that the new nam e appears in all forms. Cost. including fields like Name. based on the scheduled duration and current remaining work or completion percentage. Some fields are specific to the different versions of Microsoft Project that are supported by WBS Chart Pro.The date and time a task actually started. dialog boxes and printouts. Actual Overtime Cost – Cost for overtime work already performed on a task by all assigned resources. etc. Actual Start . Assignment Units – The percentage or number that represents the assigned resourc es’ allocation to a task. Duration. plus any fixed costs. Actual Finish – The date and time a task actually finished. ACWP – Cost of actual work performed to date on the project. These fields are sim ilar to the Task fields found in Microsoft Project. WBS Chart Pro accesses most of the data in Microsoft Project ’s Task Table but does not access certain Resource and Resource Assignment data from Microsoft Project.

page 46 . Cost Rate Table – The cost rate table to use for the resources assigned to a task. CV – The earned value cost variance shows the difference between the planned costs (baseline costs). Must Finish On. Confirmed – Indicates whether all resources assigned to a task have accepted the task assignment. Duration – The amount of time to complete a task. Start No Later Than. BCWP – The budgeted cost of work performed. Date1-10 – Date fields 1-10 show any custom date information for a task. Delay – The amount of time to delay a task. Duration Variance – The variation between the planned (baseline) duration of a task and the current estimated task duration. Start No Later Than. BCWS – The budgeted cost of work scheduled is the planned c ompletion percentage multiplied by the planned cost. Cost1-10 – Cost fields 1-10 can be used to show any custom cost information for a task. Must Start On. Constraint Date – The specific date associated with certain constraint types. Finish No Earlier Than. Baseline Finish – The planned completion date for a task. Must Finish On. also known as earned value. Deadline – A target date specifying when you want a task to com plete. and Finish No Later Than. Start No Earlier Than. Baseline Work – The planned amount of work to be performed by all resources for a task. as well as fixed costs. Cost Variance . such as Must Start On. Refers to the value of the work completed. and Finish No Later Than). Contact – The name of the contact person for a task. Duration1-10 – Duration Fields 1-10 can be used to show any custom duration information for a task. The difference between these two values produces either a positive (over budget) or negative (under budget) cost varianc e. Start No Earlier Than.WBS Chart Pro Baseline Cost – The total planned costs for a task before any costs have been incurred. Baseline Duration – The planned duration time for a task to c omplete. and the current cost based on actual costs to date along with the rem aining estimated costs (scheduled costs). Created – The date and time when a task was added to the project.The difference between the baseline cost and total cost for a task. Constraint Type – The type of constraint applied when scheduling a task (As Soon As Possible. Finish No Earlier Than. Critical – Indicates if a task is on the critical path. Cost – The cost for a task based on the work performed by all resources assigned to the task. As Late As Possible. Baseline Start – The planned start date for a task. based on the work c ompleted to date and the rem aining work to be performed.

Hyperlink Address – The address for a hyperlink associated with a task. Effort Driven – Indicates whether the scheduling for the task is effort driven. and may change with the sequence of the task within the schedule. based on the task ’s predecessors. Finish1-10 . Hide Bar – A Microsoft Project Yes/No field indicating whether the Gantt bars and Calendar bars are hidden. or end). Hyperlink – The title for a hyperlink associated with a task.Flag fields 1-10 are Yes/No flags that show any custom information for a task. Hyperlink SubAddress – The specific location within a Hyperlink page associated with a task. Marked – A Yes/No field for information. or accrued to the cost of the task (start. successors and other constraints. Fixed Cost – A cost that does not increase or decrease based on the am ount of time a resource works on a task. based on the task ’s predecessors. Flag1-20 . External Task – A task that is linked from an external project into the current projec t. Finish – The date and time a task is scheduled to complete. ID – The identification number assigned to a task. Level Assignments – Indicates whether the resource leveling function c an delay and split resource assignments within a task in order to resolve overalloc ations. Early Start – The earliest date that a task could possibly begin. Hyperlink Href – The concatenation of the Hyperlink Address and the Hyperlink Subaddress fields associated with a task. Leveling can Split . This is not a static number. prorated. Linked Fields – Indicates whether there is a task linked to this task.WBS Chart Pro Early Finish – The earliest date that a task could possibly finish. Free Slack – The amount of time a task can slip before it delays another task. If a task has a duration of zero it is a milestone. page 47 .Indicates whether the resource leveling function can split resourc e assignments on remaining work for the task. Late Start – The latest date that a task m ay start without delaying the finish of the project. Name – The name of the task. Finish Variance – The time difference between a task’s baseline finish date and its c urrent finish date. successors and other constraints. Fixed Cost Accrual – How and when fixed costs are to be charged.Finish fields 1-10 show any custom finish information for a task. Milestone – Indicates whether a task is a milestone. Late Finish – The latest date that a task m ay finish without delaying the finish of the project.

The total overtime cost for a task.Number fields 1-20 show any c ustom numeric information for a task. Resource Initials – The abbreviations for the names of the resources assigned to a task. Preleveled Finish – The finish date of the task before resource leveling was done. Priority – The level of importance assigned to a task. Project – The name of the project to which the task belongs. Remaining Duration – The remaining scheduled amount of time required to complete the task.The earliest date the remaining portion of a task is scheduled to resume after a new value is entered for the % c omplete field. Remaining Overtime Work – The remaining scheduled amount of overtime required to complete the task by all assigned resourc es. Overtime Work – The total overtime work for a task. Resume – The date the remaining portion of a task is scheduled to resume after a new value is entered for the % complete field. Predecessors – The ID number of the task that precedes this task. Remaining Cost – The remaining scheduled cost of a task that will be incurred at the tasks c ompletion.WBS Chart Pro Number1-20 .The outline number of the task in the hierarc hy. Response Pending – An MS Project field indicating whether an answer has been rec eived from the resources assigned to a task. Preleveled Start – The start date of the task before resource leveling was done. Resource Names – The names of all the resources assigned to a task.The remaining scheduled amount work to be performed on a task by all assigned resources. Regular Work – The total amount of nonovertime work scheduled to be performed by all resources assigned to the task. It is the task that this task depends on before it can start or finish. This priority is used when determ ining delays and splits during resource leveling. Resource Group – The list of resource groups to which the resources assigned to a task belong. Recurring – A task that is repeated during the life of a project. Outline Number . Remaining Work . page 48 . Overallocated – Indicates whether any of the resources assigned to the task are assigned beyond the normal working capacity. Remaining Overtime Cost – The remaining scheduled overtime expense for the task. Outline Level – The level number of the task in the outline hierarc hy. Overtime Cost . Resume No Earlier Than . Objects – The number of objects attached to a task.

Fixed Duration).Text fields 1-30 show any custom text information for a task. Unique ID – The unique identification number of a task. Work Variance – The difference between a task’s baseline work and the currently scheduled work.The work breakdown structure code that represents the task position within the hierarchical structure of the project. Start . SV – The earned value schedule variance shows the difference in cost term s between the current progress and the baseline plan of the task (SV = BCWP-BCWS). page 49 . Type – Affects the work. Start1-10 .Start fields 1-20 show any custom start date information for a task. Summary – Indicates whether a task is a Sum mary Task. Update Needed – Indicates whether an update message should be sent to the assigned resources for the task. Work Contour – Determines how work for an assignment is distributed ac ross the duration of the assignment. Subproject Read Only – Indicates whether the subproject is read-only. WBS Successors – The WBS identification numbers of the successor tasks. TeamStatus Pending – An MS Project indicator whether an answer has been rec eived from assigned resources. Typically used in conjunction with resume. WBS Predecessors – The WBS identification numbers of the predecessor tasks. Text1-30 . WBS . resource assignment units. SubProject – The name of a project inserted into the current project. Unique ID Predecessors – The unique identification numbers of the predec essor tasks. and duration c alculations (Fixed Work. Fixed Units. Total Slack – The amount of time a task can be delayed without delaying the projec t finish date. Work – The total amount of time scheduled on a task by all assigned resources. Start Variance – The time variance between a task’s baseline start date and its currently scheduled start date.The date and time that a task is scheduled to begin. Successors – The task ID numbers of the dependent tasks scheduled to begin after the start or finish of this task. Unique ID Successors – The unique identification number of the successor tasks.WBS Chart Pro Rollup – Indicates whether subtask values are rolled up and sum marized in a summary task. Stop – The date of the actual end of a portion of a task.

WBS Chart Pro page 50 .

WBS Chart Pro Reference (by Menu) page 51 .

See also Creating a New WBS chart page 52 . click on a task in the WBS chart and select one of the Insert Task toolbar buttons (the left/right/up or down arrow buttons). click the Insert Task Below toolbar button (the down arrow button). To create your first task.WBS Chart Pro File Menu New (File Menu) Displays a blank screen for creating a new WBS c hart. To add subsequent tasks.

WBS Views – Lists all WBS Chart Pro Views (.WBS extension) and allows you to open a chart that has been previously saved. If you select a WBS file from the list and the Desc ription field is empty then this file is a Standalone WBS chart. Files of type . PERT Charts – Lists all PERT Chart EXPERT files (.Choose the type of file to list and open. If you open a WBS file that is linked to a Microsoft Project plan. WBS Page Layouts – Lists all WBS Chart Pro Page Layouts (. A Linked WBS Chart stores only form atting information in the WBS chart file with a reference to a datasource where the data is stored (such as a Microsoft Project plan).PCE extension) and allows you to open a chart created in PERT Chart EXPERT in WBS Chart Pro. page 53 .Type the file name of the file you wish to open or select the file from the list of files in the window. it will start Mic rosoft Project.WBP extension) and allows you to merge Page Layouts into the current WBS c hart. File Name . A WBS file m ay be Standalone or Linked. If the WBS chart is linked then the Description field displays a reference to an external datasource.WBV extension) and allows you to m erge Views into the current WBS chart.Displays a list of folders and drives where files are stored. Look in .WBS Chart Pro Open (File Menu) Displays the File Open dialog box to open a previously saved file. open the referenced plan and display the WBS chart of that data. The types of files that can be opened in WBS Chart Pro are as follows: WBS Charts – Lists all WBS Chart Pro files (. A Standalone WBS chart file contains all data and form atting in one file.

2 Task 3.11/5/03.MPX extension) and allows you to create a WBS c hart from the MPX file format.11/7/03. This option is useful when you have renamed or moved the datasourc e and allows a linked WBS chart to “find” its datasource.11/5/03.TXT extension) and allows you to create a WBS chart from a Text file.11/7/03. you are prompted to pick a new datasource before opening the WBS chart.1 days.11/5/03.1 days.2 Task 4.11/6/03. An example of a .1 days. Many applications including other project management software programs can save to this file format thus allowing you to create WBS charts from these programs by opening the MPX file.11/13/03. If you open a Microsoft Project Plan in WBS Chart Pro it opens this MPP file in MS Projec t (starting MS Project if necessary) and creates a WBS chart of this MS Project plan.If the selected WBS chart is linked to an external datasource (like Mic rosoft Project) then this field displays the file it is linked to and the loc ation of this file.3 days.txt file is shown below: Name.1 Task 2.11/5/03.Outline level Task 1. The Outline Level field m ust be included since this is the field WBS Chart Pro uses to create the Struc ture.11/8/03.MPP extension).WBS Chart Pro Microsoft Project Plans (mpp) – Lists all Microsoft Project files (.11/5/03. MPX – Lists all MPX files (.Start.Finish. The text file must be a c omma-delimited file.3 days. Text – Lists all Text files (. When selected. The MPX file format is a text-based version of a Microsoft Projec t plan. with the first line of the file defining whic h fields are in the file and the subsequent lines defining the tasks.3 The text above would produce the following WBS c hart: Description .3 Task 6. Link to another datasource – If the current WBS chart is linked to a specific datasource and you need to link this to another datasource then select this option before you open the WBS chart.Duration. page 54 .11/6/03.2 days.11/5/03.2 Task 5. The WBS chart then becom es linked to this new datasource.

You are prompted to save the WBS chart if changes have been made to the WBS chart since it was opened. page 55 .WBS Chart Pro Close (File Menu) Closes the current WBS chart.

To save the current file to a different file name. If the WBS chart file has never been saved it will prompt you for a file name.WBS Chart Pro Save (File Menu) Saves the current WBS chart to the sam e file name. see the help topic Saving WBS charts page 56 . For a complete explanation on Saving WBS charts. use the Save As c ommand.

If you have created the WBS chart from a datasource (such as a Microsoft Project plan).Type a file name for the WBS chart. Many applications including other project management software programs can read this file format thus allowing you to create WBS charts and transfer the chart to other programs. Save as type . File name . To save a WBS chart to the sam e file name and avoid this dialog box. click Save. MPX – Saves the current WBS chart to an MPX file. A WBS Chart Pro file may be Standalone or Linked . You can then open this file in PERT Chart EXPERT. Saving a WBS chart that is linked to a Microsoft Project plan also saves the plan in Microsoft Project. This WBS file is then Linked to the datasource.Displays a list of folders and drives where files are stored. use the Save command.Choose the type of file to save the current WBS chart to. type this new name into the File name field. Save in . To save the file to another file name. If you have created the WBS chart from scratch then saving the WBS chart saves all task data and form atting information into a self-contained Standalone WBS file. saving the WBS chart stores the form atting information into a WBS chart file with a reference to the datasource where the task data is stored (such as a Microsoft Project plan). You do not have to include the . The MPX file form at is a text-based version of a Microsoft Project plan. PERT Chart – Saves the current WBS chart to the PERT Chart EXPERT form at.WBS extension as long as the Save as type field displays WBS Chart .WBS Chart Pro Save As (File Menu) Displays the Save As dialog box and allows you to confirm saving the c urrent WBS chart to the same file name or allows you to save the file to a different file nam e.    page 57 . To save a chart to its existing name and folder. You do not need to specify whether to save the WBS chart Standalone or Linked. The types of files that can be saved in WBS Chart Pro are as follows:  WBS Chart – Saves the WBS chart to the file name specified with the . this is determined automatically based on whether you created the WBS chart from scratch or created the WBS chart from a datasource.WBS extension.

For a complete explanation on Saving WBS charts. The MPX file format is a text-based version of a Primavera P3 Project plan.WBS Chart Pro  MPX(for P3) – Saves the current WBS chart to an MPX file format for Primavera P3. Primavera P3 project management software can read this file format thus allowing you to create a WBS chart and transfer the chart to Primavera P3. see the help topic Saving WBS charts page 58 .

Note: Due to licensing issues.Type in the name of the file. Save as type . Deselect this option to always make the saved picture use the background color defined in the WBS chart. Save in . the GIF file format is not supported. Select 100% to produce a picture that is the same size as the current WBS chart on the sc reen (assuming 100% zoom on the sc reen). Scale – Specify the scaling factor for the picture. Choose Black & White to produce a picture in plain black and white.Choose the folder to save the picture to. We suggest you try the PNG format as it is very similar and supported by most programs.Select to save the picture to the various types of file form ats. If you then paste this picture into a file that has a color background the WBS c hart background will not show through. Color – Select Automatic to produce a picture with all the colors as it appears on the screen. Enter a smaller number to shrink the WBS chart when it is saved to the file or a larger num ber to increase the size of the WBS chart in the file.WBS Chart Pro Save As Picture (File Menu) Saves the current WBS chart to a picture file. Transparent – Select this option to make the WBS chart background transparent in the file. page 59 . Choose Grayscale to produce a picture using shades of gray instead of c olor. The advantage to using Grayscale or Blac k & White is that they produce picture files that are substantially sm aller than color files. File name .

The basic template. The Save As Web Pages feature allows you to save the WBS chart im age and incorporate this image into a pre-defined Web Page. This template does not specify the Width and Height of a chart but produces one WBS c hart image in the HTML document. When you want to publish this chart.html file in the Save as Web Pages dialog box. select the File m enu and Save as Web Pages. Up and Down. Up and Down. If you chose not to open your browser upon creation of the Web Pages. 5. you need to open the first page of the HTML output in your browser. 2. The standard template contains buttons for scrolling the HTML doc uments Left. The WBS Chart Pro program is not intended to be an HTML Editor so you should be fam iliar with HTML Editing to modify the Template. This will generate the HTML pages.WBS Chart Pro Save As Web Pages (File Menu) Saves the current WBS chart to a web page in the listed folder using the selected tem plate. If you chose not to open your browser upon creation of the Web Pages. Note: See the file. Select the template. Unless the WBS chart is very small or you have modified the template to produce one output page. Since Browsers are not made to handle large scrollable pages. We provide a basic template for this purpose. WBSTemplate. Select the Folder to save the HTML pages. contains buttons for sc rolling the HTML documents Left. Right. You c an modify this template in a text editor or HTML editor. If you want to increase or decrease the size of each output page you can edit the WBSTemplate. Click OK. select it in the field provided. Create and configure your WBS chart. The basic concepts for saving WBS charts to a Web Page are: 1. If you have selected to open your browser upon creation of the Web Pages then the first page of your output will be opened automatically. select the WBSTemplate2. for additional information on the WBS Chart Pro Template commands.html. page 60 . 3. WBS HTML Commands. Choose the other options if necessary. This file was copied into the WBS Chart Pro direc tory during Setup. WBS Chart Pro will break up the chart into as many pages as it needs to output the entire chart. you need to open the first page of the HTML output in your browser. 4. there may be several pages of HTML output. If you have created your own or modified an existing template. 6.txt . Right. so that if you open the first page of the output you c an scroll through each page of your HTML output.html file and increase/decrease the numbers in the line that reads: WBSChart:chart width="975" height="490" If you want the Save as Web Pages feature to produce one big WBS chart in the HTML document. If you have selected to open your browser upon creation of the Web Pages then the first page of your output will be opened automatically. so that if you open the first page of the output you can scroll through each page of your HTML output.

This starts the browser and loads the first page of the HTML output. See the WBS Chart Pro folder for other available template files. Base Filename2. Selec t a field in Tooltip to display when you hover over a box in the WBS chart embedded in the HTML page.Select to include an initial HTML page that c ontains small representative pictures of the different pages of the WBS chart as they would appear in the different HTML documents. The basic template file is WBSTemplate. Save to Folder .Select a field in Hyperlink to jump to the spec ified email/website/document address if that field c ontains a valid address. page 61 . if you listed an email address in the Text1 field and displayed the Text1 field in your WBS c hart. Base Filename . If m ore than one HTML file is created the subsequent files will be nam ed with the Base Filename plus the number of the file (Base Filename1.Select to launch your default browser after you press the Save button. then you could choose the Text1 field in the Hyperlink field and jump to this when selec ted in your WBS chart embedded in the HTML page. For example. Select a field to display in the Status bar at the bottom of the browser as you hover over a box in the WBS c hart embedded in the HTML page.html . The thumbnail page will be the first page of the set of files and when opened in a browser you can see the overall layout of the WBS c hart in small tiles.WBS Chart Pro HTML Template File . Launch browser after saving . Task specific information .Specify the Template to use for formatting the HTML page. Click an image in the thumbnail to go to that HTML page.Saves the HTML output to this folder.Specifies the name that all of the HTML files will start with. and so on). Create thumbnail page .

WBS Chart Pro page 62 .

If you copied a Page Layout into the default directory then it would be available to all New WBS c harts. Existing WBS charts would require you to Import new or modified Page Layouts. create new. page 63 .WBS Chart Pro Page Layouts (File Menu) A Page Layout defines how the WBS chart is arranged on the printed page and also defines how the information is placed around the chart on the page such as Titles. If you want to use a Page Layout created or m odified in an existing WBS chart then you would use the Export button to copy a Page Layout from an existing WBS chart. Page Num bers. Som e Views may even share the same Page Layout. Choosing the “Do not save changed Views” option will still save the Page Layouts within the chart. Legends. switch to that View and select File-Page Layouts. This means that when you open another New chart or create another WBS chart from a Microsoft Project plan. your chart will use the Page Layout changes from your last chart.WBP files) are copied into the WBS chart. when you close a WBS chart all of the modified Page Layouts in this c hart are automatically saved over the default Page Layouts in the folder where the Page Layouts and Views are stored. The Page Layout that is currently being used by that View will be highlighted (you c an also choose File-Page Setup to see which Page Layout is being used). all Page Layouts located in the Layouts directory (. In addition. Note: If you do not want to automatically save the changed Page Layouts as the default Page Layouts. all changes m ade to the Page Layout are saved within this chart. You can specify where the default set of Page Layouts are stored by selecting the Tools-Options menu and setting the path to the Views and Layouts directory. delete. select Tools-Options and change the “When closing a chart” option to “Prompt to save changed Views” or “Do not save changed Views”. but will not affect the default Page Layouts. rename. If you make changes to a Page Layout (by selecting Edit). copy. import and export Page Layouts. When a WBS chart is first created. etc. Each View in WBS Chart Pro uses a Page Layout. The Page Layouts dialog box allows you edit. To see which Page Layout a View is using.

For more information on editing Page Layouts. Press Edit to configure this new layout. see Page Layout New – Creates a New Page Layout within the current WBS chart. To delete a Page Layout from your system. Rename – Renames the selected Page Layout. use the File-Open com mand or Windows Explorer. Import – Copies selected Page Layouts from the specified directory into the current WBS chart. This does not delete the selected Page Layout from the default directory of Page Layouts. Press Edit to configure this layout. Export – Copies selected Page Layouts from the current WBS chart to the specified directory. Delete – Deletes the selected Page Layout from the current WBS chart. Copy – Copies the existing Page Layout within the current WBS chart.WBS Chart Pro Edit – Displays the Page Layout dialog box which allows you to c onfigure all of the options for setting up the page. page 64 .

The options for c onfiguring the page layouts are described below. To ac hieve the effect of headers and footers you place fields of inform ation around the (Chart) cell. Legends and Page Numbers.WBS Chart Pro Page Layouts (Page Layouts-Edit) This form is displayed when you select File-Page Layouts and then Edit. Page Numbers and Legends around this c ell. When defining or modifying a Page Layout. Headers and Footers Headers and Footers are created in WBS Chart Pro using the Page Layout Dialog. Page Layouts specify how the pages of the WBS printout are configured. the (Chart) cell shows the placement of the WBS chart within the Page Layout with a Title above and two Legends below. The WBS chart is also left justified on the page. With the Page Layout dialog box you define where to plac e the WBS chart plus any surrounding fields of inform ation including Titles. To add fields to a box. In the example below. Manager. use the Rows and Columns buttons on the right side of form . you arrange a group of c ells on a page and one of these cells is the WBS chart itself. The (Chart) cell refers to the actual WBS chart and you can place fields such as Title. referred to as “(Chart)”. Rows and page 65 .

This option is useful for minimizing the height of certain c ells when the c ells would otherwise be stretched across the row. Rows Insert Above – Adds a cell or row of cells above the selected cell. Then. The fields with the parenthesis suc h as the (Blank). Wrap after xx characters – Specify the number of characters on which to “Word Wrap”. Some fields such as Title. This option is useful for minimizing the width of certain c ells when the c ells would otherwise be stretched across the column. Manager and Company come from the File-Properties menu in WBS Chart Pro. (Page Number) and (Chart) fields are only used in Page Layout. Minimize Width – Select this option to make the selected column as narrow as possible. % Complete and Work are project totals and come from these calculated fields in Microsoft Project. Columns Insert Left – Adds a cell or column of cells to the left of the selected cell. Leave the After checkbox unchecked to display text to the left of the data in the cell or check the After checkbox to display the label to the right of the data in the cell. Delete – Removes the entire row containing the selec ted cell. Formatting the Fields To format a field. Minimize Height – Select this option to make the selected row as short as possible. Some fields like Actual Cost. However. Columns may need to be stretched when data in one area of the column causes the entire column to be larger. Format – Displays options for formatting the selected cell. These fields can also c ome from Microsoft Project. Some fields do not have formatting options and this option is unavailable. it can only wrap on a space and may wrap at more or less than the number of page 66 . Choose a field from this list to display in the selected cell. Insert Below – Adds a cell or row of cells below the selected cell. Following is an explanation of each of the options in Cell Style: Field – Select the drop down arrow to display a complete list of fields. Insert Right – Adds a cell or column of cells to the right of the selected cell. Tip: If you want to display a field with some text around your chart try displaying the (Blank) field and typing text into the Label field.WBS Chart Pro Columns are inserted relative to the selec ted cell in the sample grid in the middle of the form. select the field (c ell) by clicking on the appropriate field in the sam ple grid in the middle of the form. Rows may need to be stretched when data in one area of the row causes the entire row to be larger. Delete – Removes the entire column containing the selec ted cell. Label – Enter text to display before or after the data in the selected cell. select the formatting options in the Cell Style area. WBS Chart Pro attempts to wrap the line of text at the num ber of characters specified. You can place these fields around your WBS chart and they will display the values that you have typed into these fields or are calculated elsewhere. (Legends).

Fill – Sets the background color for the cell. then page numbering will not work. If you do not want a Page Layout on every page. Rotate – Displays the text in the c ell normal (0°). Every Page – Select this option to place this Page Layout on every page of the printout. To define the “Box Interior” click and drag across the cells that you want to include inside the border and select Box Interior. Left. The is bec ause there is really only one big page that is divided up into sheets based on the size paper you are using. Sheet Numbers – Places a number in the upper right corner of the page c orresponding to the number of pages in the printout. try removing the Page Number field and use the Sheet Num bers feature described below to number the pages in the printout. and you must choose the Every Page option to do this. Tip: If you display page numbers by placing the Page Number field in a cell and you have deselected the Every Page option. In other words. Top. turn them all on or individually select which gridlines appear. page 67 . Italic or Underlined for the selected cell. top and bottom margins around the text in the selected cell. if you use the Page Number field then you have to place this field on every page. This option is useful if you choose to have the Page Layout stretch across the entire printout and you want som e kind of page numbering system. Center or Right within the c ell. Size – Sets the font size for the selected cell. Center or Bottom within the cell. The separating lines between the cells that are displayed in the Page Layout are referred to as Gridlines. Font – Sets the font type for the selected cell. You can choose to turn the border off. Deselect this option to stretch this Page Layout across the total num ber of pages in the printout. Vertical – Sets the alignment of the text Vertically. select a different border style or change the color of the border. The Sheet Number is fixed. Merge Cells – Makes a field span more than one cell. Bold/Italic/Underline – Sets the text to Bold. Margins – Allows you to set the left. top-to-bottom (90°). Gridlines – Select to configure the gridlines between the fields. Choose the Same as Box Border option to display the text the same color as the border. or bottom-to-top (270°).WBS Chart Pro characters specified. click and drag to select multiple cells and then select the Merge Cells option. Box Interior – Defines the box interior so cells can be displayed outside of the border. Setting Additional Page Layout Options Border – Select to configure the border that goes around each page. Align – Sets the alignment of the text Horizontally. To merge cells. right. you cannot change the font or position of this num ber. Text – Sets the color for the text in the cell. You c an choose to turn them all off.

The Page Layout selected is saved with the current View. This displays the Page Layout dialog box which defines how the WBS chart is arranged on the page. This option is useful if you want to print a color WBS chart to a black and white printer and you do not want to convert the colors to shades of gray. the c olors in the WBS chart will be automatically converted into shades of gray. When set to 100%. Page Layout – Select the Page Layout to use from the list of layouts.WBS Chart Pro Page Setup (File Menu) Page Setup species the printing options as well as which Page Layout to use when printing. the WBS chart prints to as many pages as necessary depending on the font styles. Legends. Page Numbers. Select 100% if you do not want to reduce or enlarge the printed WBS chart. spacing between boxes. and other chart characteristics. It also defines the information that is placed around the chart on the page suc h as Titles. See Page Layout Scaling / Pagination Adjust to x% normal size – Reduces or enlarges the printed WBS chart. etc. lines and shadows are converted to black and all fills are converted to white. Edit – Select to edit the Page Layout listed in the Page Layout field. Decreasing this num ber shrinks the WBS chart and page 68 . All text. Black and white – Converts the colors in a WBS chart to black and white. If you do not select the Black and white option when printing to a black and white printer.

WBS Chart Pro increasing this number enlarges the WBS chart by the perc entage spec ified. space between boxes is added where necessary to force any box that falls on a page break to appear in its entirety on a subsequent page. WBS Chart Pro only increases the size proportionally so once it reaches the edge of the page (the width in the above example) it stops enlarging. If you try to print a very wide WBS c hart to a big piece of paper with the “Enlarge to fill page” option. suppose your WBS chart is normally 1 ½ pages wide and ½ page tall. Note: When using the Fit to x page wide by y tall option there is no c orresponding “Adjust for page breaks” option. To change the currently selected printer. Since the “Fit to Page” option is forcing it to a c ertain number of pages it would be impossible to impose the extra space nec essary to “Adjust for page breaks”. Enlarge to fill page – Automatically increases the size of the chart to fill the rem aining space in the printout until it reaches one edge of the chart (width or height). choose the Printer button. select the “Enlarge to fill page” option along with the “Fit to page” option. Adjust for page breaks – Repositions boxes that fall on a page break onto the next page. When this happens you need to use the features of WBS Chart Pro to m ake it taller and less wide. once it reaches one edge of the chart (width or height) it will stop enlarging. Fit to x page(s) wide by y tall – Forces the WBS chart to the specified num ber of pages. The “Fit to page” option shrinks the WBS chart proportionally to fit the number of pages selected (if Enlarge to fill page is not selected). try selecting Page Layout from the View menu to see how tasks are arranged on the page. This means that shrinking a 10 page wide WBS chart to 5 pages wide would not only reduce the width of the chart but also the height of the chart by the same amount to stay in proportion. To increase the size of the WBS chart to the specified num ber of pages. whic hever is reached first. Paper Source – Select the source of the paper for the currently selected printer. Note: Using the Adjust for page breaks option may make your WBS charts bigger since it needs to add space to avoid page breaks. If you select Fit to 2 pages wide by 1 page tall and Enlarge to fill page . Paper Size – Select the paper size from the list of available sizes. Tip: When using the Adjust for page break option. WBS Chart Pro enlarges the chart until either the chart is a full 2 pages wide or 1 page tall. Instead of splitting a box that appears on a page break. Landscape – Select to print the WBS chart in Landscape m ode. Printer Printer – Specifies which printer to use. While in Page Layout View (View-Page Layout menu) you can also manually drag boxes to avoid page breaks. you may still have quite a bit of white space below your chart if the width of the WBS chart is as wide as the page. The sizes listed are those supported by the currently selected printer. For exam ple. Try dragging some of the Summary Tasks in your chart down the page or try setting Word Wrap to fewer characters so your boxes get taller and narrower. Remember that when using the “Enlarge to fill page” option. Orientation Portrait – Select to print the WBS chart in Portrait m ode. page 69 .

WBS Chart Pro Margins Specify the distance between the left/right/top/bottom edge of the page and the first printed line. page 70 .

WBS Chart Pro Print (File Menu) Print specifies certain options before you print the WBS chart. replac ing the location. page 71 . Pages from x to y – Select to print a certain range of pages. c hoose the Start Menu and select Run. To print this file. pressing OK will initiate the print. Status – Shows information about the selec ted printer. You will be prompted to specify a filename and location. Selection – This option is not currently supported in WBS Chart Pro.PRN LPT1 Print Range All – Select to print the entire WBS chart.Shows information about the selected printer. Print to file – Prints the WBS chart to a file instead of routing it directly to a printer. type the following. Type – Displays the type of printer currently selected. Comment . Where – Shows which printer port the printouts will be routed to or displays File if printing to a file. Once you select the appropriate options. In the Run command line. filename and printer port as nec essary: Print C:\OUTPUT. Printer Name – Lists the printers that are set up on your com puter. Properties – Select to set up options for the selected printer. The options available depend on the features of the printer.

page 72 . specifies whether you want the copies to be collated.WBS Chart Pro Copies Numbers of copies – Specify the number of copies that you want to print. Collate – If you have selected more than one copy.

it is c urrently displaying Page 1 of this 10 page chart.Page: 1 of 10 Size: 2 rows by 5 column Scale: 100% This means that you have selected the “Adjust to” option in Page Setup. Two pages is the most you can see at a tim e in Print Preview. See also Page Setup Summary Info – Select the Summary Info button to display the Projec t Properties dialog. it might display Scale . If you want to see more than two pages at once. however. margins and to change the Page Layout used for this WBS c hart. you can see (and edit) the WBS chart inc luding where the page breaks appear. page 73 . The information in the lower left corner of the Print Preview window displays useful information regarding the printout. etc . See also Print Page Setup – Select the Page Setup button to change paper size. Print Preview uses the currently selected printer and paper size to display the WBS c hart exactly how it will appear when printed. Up and Down buttons to scroll (a button is only selectable if you can sc roll in that direction). Manager.WBS Chart Pro Print Preview (File Menu) Displays a sample of what the WBS c hart will look like when printed. where you can enter information like Title. Company. See also Properties Note: You cannot edit the WBS chart in the Print Preview window. You can also set printer options by clicking the Print button. Print – Select the Print button to send the WBS chart to the printer. print orientation. Click the Left. close Print Preview and select View-Page Layout. This displays the entire WBS chart including page breaks (but without the fields around the page as is shown in Print Preview). Zoom In and Out – The Zoom and Zoom out buttons allow you to see m ore or less detail in the WBS chart. the buttons in the upper left c orner of the Print Preview window allow you to scroll through the different pages of the printout. For exam ple. In the Print Preview window. Right. if you close Print Preview and choose View-Page Layout. Select a One Page or Two Page window – The One / Two Page button allows you to display the Print Preview window in a single page or double page view. The printout is 2 rows and 5 c olumns of paper and the Scale is 100% as set in the Page Setup dialog box under Sc aling. you can: Scroll – On a multiple page printout. You can also click anywhere on a page to Zoom In and Out.

Unlinking from an MPX or Text file If you create a WBS chart from an MPX or Text file this WBS chart is linked to these files but not dynamically. one in Microsoft Project and one in the WBS chart file. you cannot modify the WBS c hart and have this modify the MPX or Text file. and since you have changed the data it m ust Unlink from the MPX or Text file to manage the data properly. WBS Chart Pro cannot write bac k to the MPX or Text file. Unlinking from a MPX or Text file will happen autom atically if you c hange the data in the linked WBS chart (if you add a task. What it means to be Linked to a datasource When you are linked to a datasource (such as a Microsoft Project plan). Unlinking a WBS chart from a Microsoft Project plan will transfer the data into the WBS c hart so that the WBS chart will become a standalone file containing all of the data and form atting. As mentioned above. The WBS chart is only a reflection of the data in the datasource. when linked to a Microsoft Project plan all of the data is stored in Microsoft Project and the WBS formatting options are saved in the WBS chart file. Saving the WBS chart linked to a datasource saves the formatting options into the WBS file but the data is stored in the datasource. the data that is displayed in the WBS chart is actually stored in the datasource and not in the WBS c hart. If you unlink a WBS c hart from an existing Microsoft Project plan you can only send the data back to Microsoft Project as a New Microsoft Project plan. You can select to Unlink from an MPX or Text file by selec ting the Unlink command. This is because you would then have two sets of data. Unlinking from a Microsoft Project plan If you create a WBS chart from a Microsoft Project plan. you cannot use it to m odify an existing Microsoft Project plan. for example). Important Note: When you Unlink a WBS chart from a Microsoft Project plan you c annot re-link it to this same Microsoft Project plan. See also Creating WBS charts from Microsoft Project plans page 74 . There is a dynamic link between the Microsoft Projec t plan and the WBS file. the WBS chart is linked to the MS Project plan.WBS Chart Pro Unlink (File Menu) Unlink removes the link to the datasourc e specified. In other words. Any changes you make to the WBS chart are immediately reflected in the Microsoft Project plan. However.

Summary Enter the desired information into the appropriate fields. page 75 .WBS Chart Pro Properties (File Menu) The Properties dialog box allows you to enter fields to describe the WBS c hart using the Summary tab or set default project information using the Settings tab. The various fields under the Summary tab are similar to the Properties option in Mic rosoft Project (under File-Properties). If you enter the Sum mary data in WBS Chart Pro first and then create a Microsoft Project plan from this WBS chart then this information is transferred to the Microsoft Project plan. Settings Sets the current WBS chart settings. Hint: You can also enter Summary information while you are in Print Preview by selec ting the Summary Info button in Print Preview. These fields c an then be displayed in WBS chart printouts or in a saved web page. If you enter them in Microsoft Project they also appear here in WBS Chart Pro when you create a WBS chart from Microsoft Project.

it may display the value NA. By default. Each network of tasks (a single task is considered a single network) will calculate its own critical path rather than to a c ommon end point. page 76 . Placement – Sets the placement of the currency symbol in relation to the currency amount. a task is considered critical if it has 0 (zero) slack. Calculate actual costs – Select this if you want Actual and Remaining Costs to be automatically calculated based on the % complete of the task. You can change this to a higher or lower am ount. For example. Set as default – Select to make the options in the Scheduling section the default for all new WBS charts. This is useful for removing unwanted values in date fields. Currency Symbol – Sets the default currency symbol for the current WBS chart. if you display the Microsoft Project field “Actual Start”. Use this field to convert the NA to some other text or to a blank field by leaving the “Show unknown dates as” field blank. Tasks are critical if slack is less than or equal to: – Set this to the slack amount you wish to use to calculate whether a task is critical or not.WBS Chart Pro Scheduling Calculate multiple critical paths – Select this to have WBS Chart Pro calculate the critical path to each end point in the project. Show unknown dates as – Converts any unknown date in a date field to the spec ified value (or converts the unknown date to a blank if this field is left blank).

Deselect this to schedule tasks backwards from the Project Finish Date. page 77 . Project Finish date – Set the finish date for the current WBS chart. Schedule from Project Start date – Select this to schedule tasks forward from the Project Start Date. Project Start date – Set the start date of the current WBS chart.WBS Chart Pro Decimal Digits – Specifies the number of decimal digits for the currenc y.

2. page 78 .3.4 on File Menu) Displays the most recently used files in WBS Chart Pro.WBS Chart Pro Most Recently Used Files (1. Selec t the number to open that file.

WBS Chart Pro Exit (File Menu) Exit closes the WBS Chart Pro program. page 79 .

which does not provide a method to Undo complex operations. most operations can be undone. certain operations cannot be undone. some simple operations such as renaming a task can be Undone. Deleting or Moving tasks in a WBS c hart linked to a Microsoft Project plan cannot be undone. page 80 . However. IMPORTANT NOTE: When using WBS Chart Pro to modify an existing Microsoft Project plan. Adding.WBS Chart Pro Edit Menu Undo (Edit Menu) Removes the last c ommand performed in WBS Chart Pro. WBS Chart Pro com municates with Mic rosoft Project through OLE automation. When using WBS Chart Pro to c reate a standalone WBS chart.

page 81 . If you didn't want to undo an action click Redo.WBS Chart Pro Redo (Edit Menu) Reverses the action of the Undo command. click Undo. To undo recent actions one at a tim e.

it will c ut that Summary Task and all tasks below.WBS Chart Pro Cut (Edit Menu) Cuts (deletes) the selected task and places it on the Clipboard so you can paste it elsewhere. Moving & Repositioning Tasks Select another task in the WBS chart and choose Edit-Paste Before. Edit-Paste After or Edit-Paste Subtask to place the cut task relative to the selected task. You can also Right-Click a task to Paste. see Copy. page 82 . You can also copy and cut tasks by using the Right-Click and Left-Click m ouse buttons. If you select a Summary Task and choose Cut.

WBS Chart Pro

Copy (Edit Menu)
Copies the selected task and places it on the Clipboard so you can paste it elsewhere. If you select a Summary Task and choose Copy, it will c opy that Summary Task and all tasks below. You can also copy and cut tasks by using the m ouse buttons, see Copy, Moving & Repositioning Tasks Select another task in the WBS chart and choose Edit-Paste Before, Edit-Paste After or Edit-Paste Subtask to place the copied task relative to the selected task. You can also Right-Click a task to Paste.

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WBS Chart Pro

Paste Before (Edit Menu)
Paste Before pastes previously Cut or Copied tasks to the Left of the selected task if tasks are displayed in a left to right fashion or Above if they are listed vertic ally. For example:

With tasks listed left to right, choosing Paste Before Task 2…

…pastes the task to the left of Task 2.

With tasks listed vertically, choosing Paste Before Task 2… Tip: You can also Right-Click on a task to paste.

…pastes the task above Task 2.

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WBS Chart Pro

Paste After (Edit Menu)
Paste After pastes previously Cut or Copied tasks to the Right of the selected task if tasks are displayed in a left to right fashion or Below if they are listed vertically. This is just the opposite of Paste Before. See Paste Before for an example. Tip: You can also Right-Click on a task to paste.

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For exam ple. …pastes the task below Task 2. This will turn the selected task into a Summary if it is not one already. With Task 2 selected.WBS Chart Pro Paste Subtask (Edit Menu) Paste Subtask pastes previously Cut or Copied tasks as a subordinate to the selected task. page 86 . the Paste Subtask c ommand… Tip: You can also Right-Click on a task to paste.

WBS Chart Pro Insert Task Left (Edit Menu) Insert Task Left inserts a new task to the Left of the selected task. page 87 . or you can use the mouse to Right-Click on a task to perform an insert. Tip: You can also use the Insert Task Left toolbar button to perform this operation .

WBS Chart Pro Insert Task Right (Edit Menu) Insert Task Right inserts a new task to the Right of the selected task Tip: You can also use the Insert Task Right toolbar button to perform this operation. page 88 . or you can use the mouse to Right-Click on a task to perform an insert.

Tip: You can also use the Insert Task Above toolbar button to perform this operation.WBS Chart Pro Insert Task Above (Edit Menu) Insert Task Above inserts a new task Above the selected task. page 89 . or you can use the mouse to Right-Click on a task to perform an insert.

WBS Chart Pro Insert Task Below (Edit Menu) Insert Task Below inserts a new task Below the selected task. page 90 . Tip: You can also use the Insert Task Below toolbar button to perform this operation. or you can use the mouse to Right-Click on a task to perform an insert.

If you delete a Summary Task you are prompted to c onfirm and are given three options.   page 91 . If you delete a Task you are NOT prom pted to confirm this deletion. Select Undo if you want to undo the delete. The options are listed below with an explanation of eac h:  Delete Summary Task xx and its subtasks – Select this option and press OK to delete the selected Summary Task and all of its subordinates (the Sum mary Task and everything below it). Delete Summary Task xx but keep its subtasks – Select this option and press OK to delete the selected Summary Task but not the items below the selected Summary Task. and you are using WBS Standalone. You cannot undo the delete if you are working with a chart that is linked to a Microsoft Project Plan.WBS Chart Pro Delete (Edit Menu) Deletes the selected Summary Task or Task. Cancel – This cancels the Delete operation.

Duration can be entered using the following form at: M = Minutes H = Hours D = Days W = Weeks MO = Months page 92 . The duration can be entered in Minutes. General Name – Enter a name or description of the task. Days.WBS Chart Pro Task Information (Edit Menu) The Task Information dialog box can be found by selec ting it from the Edit menu. or by selecting a task and c licking on the Task Information toolbar button. by double-clicking on a task. Hours. Duration – Enter the duration for the task. The Task Information dialog box contains 3 Tabs of information described below. If you display the Task Information for a Summary Task there may be some fields in the dialog box that cannot be edited due to the fact that they are rolled up (calculated) fields. The Task Information toolbar button The Task Information dialog box is used for both Summary Tasks and Tasks. Weeks or Months.

WBS – Enter the WBS for the task. In the Assign Resource form.Displays the Assign Resource form. for a 10 day task you can enter 10d in the duration field. If you enter data into the WBS field yourself. You must define the list of resourc es before you can assign them. Choose Insert Field to insert a field above the selected field. select a resource (or resources) to assign to this task and press OK. For more information on how Constraints work. This field is also calculated for a task when the appropriate scheduling information is provided such as Actual Start or Ac tual Finish. Choose Remove Field to remove the selec ted field. WBS Chart Pro will then calculate this data again. dependencies. The assigned resourc es will then appear in the Resource Names field. etc… You can let WBS Chart Pro calculate this for you or you can enter this inform ation yourself. or it will be calculated based on the Project Start/Finish date. Constraint Type – Select a constraint from the list. if you want to enter data into the Actual Start and Actual Finish fields then you could list these fields in the Custom Tab. For more information on Duration. Constraint Type and Constraint Date. You cannot assign resources into this field directly. Work – Enter the Work (Hours) for the task. you must use the Resources button. see Scheduling Constraint Date – Enter a date for the constraint. If the Resources button is not available it means that you do not have resources defined in this project.1. You can enter the finish date. The WBS code is initially derived from that task ’s position in the structure of the WBS chart with the top being 1 and the second level 1. see Scheduling % Complete – Enter the Percent Complete for the task. Resources>> . For exam ple. a 2 week task would be 2w. You can enter the start date. For more information on how Constraints work. 1. page 93 . WBS Chart Pro will no longer update this num ber for you even if you move the task. Custom The Custom Tab allows you to list additional fields for entering data. or it will be calculated based on the Project Start/Finish date. remove the data that you entered. To define the Resources for this project select the Tools-Resources menu. dependencies. see Scheduling Resource Names – Lists resources that are assigned to this task.2. Cost – Enter the Cost for the task. since they are not fields that appear in the General Tab. Finish – The date and time a task is scheduled to Finish. Constraint Type and Constraint Date.WBS Chart Pro For example. Choose the Add Field button to add a field to the end of the list. Start – The date and time a task is scheduled to begin. To make WBS Chart Pro calculate the WBS field after you have entered information into this field.

If multiple Flags are set on a task. Then.WBS Chart Pro Flags The Flag Tab allows you to quickly set a Flag field for a task. but you can use them independent of Microsoft Project. The Flag fields in WBS Chart Pro correspond to the Microsoft Project Flag fields. the lowest num bered Flag takes precedence and the others are ignored. The Flag fields can be used to define task box colors in the WBS chart. Onc e this is done. The Flag fields are sim ple Yes/No fields that are displayed as checked or non-checked fields (checked m eans Yes and non-checked means No). select tasks in the WBS chart and use the Flag Tab in the Task Inform ation dialog box to define that a specific task use a specific Flag. define different colors/styles/shadows for each Flag field. To use the Flag fields to define colors. as shown below: page 94 . select the Format-Borders menu and select the “Borders Based on Flags” option.

the Flag fields or Progress. By default when you enter a Hyperlink Address the Hyperlink field copies this information but if you type text into the Hyperlink field after the link is created it will display this text. It is the concatenation of the Hyperlink Address and Hyperlink Subaddress fields. They are: Hyperlink – This is the “displayed” name for the Hyperlink. The most c ommon use for this is to jump to a Bookmark (section within a doc ument or web page). These four fields work together to point to one hyperlink location for a task (you cannot enter m ore than one hyperlink per task). You can enter the c omplete address in this field or enter the Hyperlink Address along with the Hyperlink Subaddress and the Hyperlink Href will be the sum of the two. Clicking this button jumps to the spec ified link. Hyperlink Address – This is the main document or web page that a task is linked to. see Borders Hyperlink The Hyperlink Tab allows you to enter a Hyperlink to go to the spec ified document or web page from within WBS Chart Pro. When you enter a Hyperlink file or web page address you can go to this link from within WBS Chart Pro by c licking the Hyperlink button assoc iated with the task. page 95 . Hyperlink Href – This is the full address of the document or web page.WBS Chart Pro For more information on the different ways to c olor your WBS chart dependent on Critical Path. There are four Hyperlink fields in the Task Information form. This button is a small square that appears above and to the left of the task. Hyperlink Subaddress – The Hyperlink Subaddress goes to a certain place within the link referred to in the Hyperlink Address field.

WBS Chart Pro page 96 .

You can Cancel out of the dialog and press F3 to find each next occurrence of the text. page 97 .WBS Chart Pro Find (Edit Menu) Searches the WBS chart and selects the first occurrence of the text entered in the “Find what:” field. The Find feature only looks for text that is currently displayed in the c hart. Select the Find Next button to find the next occurrence of the text.

page 98 .WBS Chart Pro Find Next (Edit Menu) Searches the WBS chart and selects the next occurrence of the text entered in the Find form .

page 99 . Type in the ID or WBS number for the task you are looking for and WBS Chart Pro will selec t this task.WBS Chart Pro Go To (Edit Menu) Searches for and selects a task in the WBS chart based on certain criteria.

The options under the Selec t menu are: All – Selects all items (both Summary Tasks and Tasks) in the WBS c hart. Subtasks – Selects all items below the current item but not the item itself.WBS Chart Pro Select (Edit Menu) Select multiple tasks in the WBS chart based on the structure of the WBS c hart. Once multiple tasks are selected you can perform certain operations on these tasks. If you c hoose to Align (by c hoosing Format-Align-Align Boxes) multiple boxes they will line up with the Active box. Level – Selects all items at the same level as the currently selected item . This works best when you want to selec t a Summary Task and all items below that Summary Task. There is also an “Active” box within this selection indicated by a dashed line around the box. Still another way to selec t multiple tasks in the WBS c hart is to Click and Drag around a number of tasks. if you want to change the color of multiple tasks at once you can use one of the Select options to select multiple tasks and then choose Format-Custom Box Settings to c hange the colors of all the selected tasks. Tasks – Selects all Tasks in the WBS chart. This works best when you want to select all items below the current Summary Task but not selec t the Summary Task itself. page 100 . Summary Tasks – Selects all Summary Tasks in the WBS c hart. Certain operations are performed relative to the Ac tive box such as aligning all selected boxes. Branch – Selects the current item and all items below the current item. You can also display the Select menu by Right-Clicking on a task. For example. Tip: You can also select multiple tasks by holding down the CTRL key on your keyboard while selecting multiple tasks. When items are “Selected” they appear with reverse c oloring (usually a Black background in the box).

WBS Chart Pro View Menu Normal (View Menu) The Normal view displays the WBS c hart in a regular window without page breaks or other output indicators. page 101 .

page 102 . Page breaks are displayed based on the currently selected printer and paper size. The Page Layout mode is useful for moving tasks around to avoid page breaks but you can also have WBS Chart Pro automatically adjust for page breaks by selec ting this option in File-Page Setup. Go to File-Page Setup to change printers and/or paper size. Hint: Try the Zoom out command (or the View-Zoom menu) when in Page Layout mode to see the entire WBS chart and all pages of the chart.WBS Chart Pro Page Layout (View Menu) The Page Layout view displays the WBS chart showing page breaks as they would appear if printed.

WBS Chart Pro Online Layout (View Menu) The Online Layout view displays the WBS chart showing page breaks as they would appear if you selected Save As Web Pages for this WBS chart. See also Save as Web Pages page 103 . Page breaks are displayed based on the size of the image specified in the template used to create the Web Pages.

A checkmark next to the Toolbar in the list indicates that it is c urrently selected (on). Select a Toolbar to show or hide it. page 104 .WBS Chart Pro Toolbars (View Menu) Toolbars displays the available Toolbars that can be turned on and off.

your chart will be displayed based on the modified the Views from your last chart. but will not affect the default Views. The next time you open this saved WBS chart all of your Views will be as you saved them within the chart. 2. or you can define your own. When you switch Views in the chart and modify the formatting of the chart. This means that when you open another New chart or create another WBS chart from a Microsoft Project plan. These Views have a . Choosing the “Do not save changed Views” option will still save the Views within the chart. anything you change in the WBS chart that is not data or program specific is saved within that View. To modify a View. and the style and color of the connecting lines between the boxes. all changes made to the Views are saved within this chart. To create a New View. switch to a View using the arrows on the View Toolbar or use the Drop Down arrow on the View Toolbar to select a specific View. How Views Work There are several pre-defined Views stored in the folder where WBS Chart Pro is installed. When you create a New WBS chart or create a WBS chart from Microsoft Project plan for the first time it copies these Views into the current chart. it is best to select a View that is sim ilar to what you want and make additional changes from there.WBV extension and are called Planning View. select the View-Views m enu or the … page 105 . Click the arrows to display different views of the WBS chart. click … to bring up the view dialog where you can copy and create Views Creating and Modifying Views To modify a View. the box colors and styles. this information is saved in two ways: 1. A View defines things such as which fields are displayed in the Task and Sum mary Task boxes. Critical Path View. You can also create new Views. By default. The WBS Chart Pro program comes with several pre-defined Views that you c an use and modify.WBS Chart Pro Views (View Menu) A View is a collection of formatting options that make up how your chart is displayed. The items in the Format menu (except for Custom Box Settings) and items selected in the View menu make up most of the formatting options that are saved with a View. when you close a WBS chart. etc . all of the modified Views in this chart are automatically saved over the default Views in the folder where the Views are stored. See Options Displaying Different Views You can use the View toolbar located in the upper right corner of the screen to switch Views and to create or copy a View. Note: If you do not want to automatically save the changed Views in a chart as you close it. When a View is displayed. select Tools-Options and change the “When closing a chart” option to “Prompt to save changed Views” or “Do not save changed Views”. If you save the WBS chart.

Delete – Removes the selected View from the current WBS chart file. Rename – Allows you to rename the selected View. click OK to apply this View to the current WBS chart and then m odify this View using the Format and View menus. Once c reated. Copy – Makes a copy of the selected View. The Views dialog box allows you to create New Views. Delete.WBS Chart Pro button on the View toolbar. This does not delete the View from the directory where the Views are stored it only deletes the selected View from the current WBS chart. Import and Export Views. Rename. The other options are described below: New – Creates a New View with minimal formatting options. Copy. Selecting a View from this list and c licking OK will apply this View to the WBS chart. Export – Allows you to export the selected View from the current WBS chart. You can also press F2 to renam e the selected View. page 106 . Import – Allows you to import a View into the current WBS c hart.

WBS Chart Pro Show Subtasks (View Menu) Show Subtasks reveals the immediate subtasks of the selec ted Summary Task that are hidden. You can also use the Show Subtasks Toolbar button as shown below: Show Subtasks Toolbar button If Outline Symbols are displayed in the WBS chart. See Show All Subtasks page 107 . you c an also press the plus sign (+) for that Summary Task to reveal the subtasks. choose the Show All Subtasks c ommand or toolbar button. This is the sam e as selecting the Sum mary Task and pressing the Show Subtasks option. See Outline Symbols To reveal all subtasks in the WBS chart.

WBS Chart Pro Hide Subtasks (View Menu) Hide Subtasks hides the immediate subtasks of the selec ted Summary Task. you c an also press the minus sign (-) for that Summary Task to hide the subtasks. See Outline Symbols page 108 . This is the sam e as selecting the Sum mary Task and pressing the Hide Subtasks option. You c an also use the Hide Subtasks Toolbar button as shown below: Hide Subtasks Toolbar button If Outline Symbols are displayed in the WBS chart.

WBS Chart Pro Show All Subtasks (View Menu) Reveals all tasks throughout the WBS chart that are hidden using the Hide Subtask feature. the Show only Visible Task feature or the Show only Summary Task feature. You c an also use the Show All Subtasks Toolbar button as shown below: The Show All Subtasks Toolbar button page 109 .

page 110 . Selec t this button again to restore focus to the entire WBS chart.WBS Chart Pro Focus (View Menu) Focus displays only the selected Summary Task and those item s below it while hiding the rest of the chart. You can also use the Focus toolbar button as shown below: Focus Toolbar button This is useful for isolating a section of your WBS chart for display or printing.

WBS Chart Pro

Show Only Summary Tasks (View Menu)
Displays only the Summary Tasks in the WBS c hart. This option hides all Tasks in the WBS chart thus displaying only the Summary Tasks. You c an also use the Show Only Summary Tasks Toolbar button as shown below:

The Show Only Summary Tasks Toolbar button Click the Show Subtasks command (or button) to display the Tasks for the selec ted Summary Task or select the Show All Subtasks command (or button) to display all Tasks in the WBS chart.

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WBS Chart Pro

Progress Marks (View Menu)
Turns the Progress Marks on and off. A c heckmark next to Progress Marks in the View m enu indicates that it is currently selected (on). Progress Marks indicate the progress of tasks (and sum mary tasks) by plac ing an X or a single diagonal line through the task box based on the Percent Complete of the task. Progress Marks use the % Complete field to determine the progress of the tasks in the WBS c hart using the following rules:

  

Displays an X through the box if the task is 100% c omplete. Displays a diagonal line through the box if the task is 1% to 99% Com plete (in progress). Does not display Progress Marks if the task is 0% c omplete. Using Progress Marks is one of a number of different ways to display progress in a WBS c hart. You can also show progress using the following features:

 

Use Colors and Border styles to display progress for your tasks in the WBS chart – See Borders Color fill a field for task boxes based on progress. See Task Boxes

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WBS Chart Pro

Project Summary Task (View Menu)
Turns the Project Summary Task on and off. A c heckmark next to the Projec t Summary Task option indicates that it is currently selected (on). The Project Summary Task is a single box at the highest level of the WBS c hart. It is used to quickly display a box at the top of a WBS chart without adding a “real” task. The Project Summary Task has a WBS code of 0 (zero) and represents the rollup of the entire WBS c hart. The name of the Project Summary Task is the name of the projec t. You cannot delete the Project Sum mary Task, and other Summary Tasks and Tasks c an only be created below the Project Summary task. If you have already created a WBS chart with a single box at the top then there m ay not be a need for a Project Summary Task. However, when you place a real task at the top of a WBS chart, the WBS code is started at the num ber 1. Many people like to start with the num ber 0 at the top and you can use the Project Sum mary Task for this. The Project Summary Task is also useful if you create a WBS c hart from an external datasource (such as Microsoft Project) where there m ay not be a single project-wide Summary Task. You can quickly show a top-level box with all of the projec t information rolled up by selecting the Project Summary Task option. The Project Summary Task works much like the Project Summary Task option in Mic rosoft Project.

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page 114 . You can click this plus sign to reveal these tasks. Outline Symbols can be positioned in different plac es on the Summary Task boxes. A c heckmark next to the Outline Symbols option indicates that it is currently selected (on).WBS Chart Pro Outline Symbols (View Menu) Turns the Outline Symbols on and off. See Chart for information on how to change the location of the Outline Symbols on the Summary Task boxes. Outline Symbols allow you to quic kly expand and collapse subtasks of a selected Sum mary Task by c licking the small symbols displayed next to the Sum mary Task. If Outline Sym bols are displayed in the WBS chart. a Sum mary Task that has hidden tasks will display a sm all box with a plus sign (+). Clic k the minus sign (-) to hide all tasks below the selec ted Summary Task. The plus sign indicates that there are subtasks hidden below the Summary Task.

WBS Chart Pro Hyperlink Symbols (View Menu) Turns the Hyperlink Symbols on and off. Click this box to go to that Hyperlink. Hyperlink Symbols allow you to quic kly jump to the Hyperlink associated with a task by c licking the small symbol displayed next to the task. Hyperlink Symbols can be positioned in different plac es on the Summary Task and Task boxes. A c heckmark next to the Hyperlink Symbols option indicates that it is currently selected (on). See Chart for information on how to c hange the location of the Hyperlink Symbols. a Summary Task or Task that has a Hyperlink will display a sm all box next to that task. If Hyperlink Sym bols are displayed in the WBS chart. page 115 .

Select Fit Chart Height to shrink the WBS chart to fit vertically on the screen.WBS Chart Pro Zoom (View Menu) Zoom displays the Zoom dialog box for adjusting the WBS chart to spec ific zoom factors. Select from one of the preset zoom factors (200% . Select Fit Chart to shrink the entire WBS chart to one screen. Select Custom to enter a specific zoom factor. Select Fit Chart Width to shrink the WBS chart to fit horizontally on the screen.25%) to enlarge or shrink the WBS chart on the screen to the size selected. and Zoom Out buttons page 116 . You can also Zoom In and Zoom Out by using the Zoom In on the Toolbar.

WBS Chart Pro Format Menu Summary Boxes (Format Menu) See Task Boxes page 117 .

Adding/Deleting and Arranging Fields in the Task Boxes To add fields to a box. Rows and Columns are inserted relative to the selec ted cell in the sample grid in the middle of the form. However. Each view provided with WBS Chart Pro defines the task box fields for that view. It is best to start with a view that is the m ost similar to the way you would like your task boxes to be displayed. To define the box colors. By changing the task box definitions you are changing the view definition. The Task Boxes/Summary Boxes dialog box allows you to define the arrangem ent. however.WBS Chart Pro Task Boxes (Format Menu) The Task Boxes /Summary Boxes dialog box allows you to define the arrangement of fields and the formatting of these fields for Tasks and Summary Tasks in the WBS c hart. You c an arrange an unlimited number of fields in and around the boxes in your WBS c hart using the dialog box shown below. shapes and shadows go to the Borders dialog in the Format menu. the dialog box and m ethod for c onfiguring Task boxes and Summary Task boxes is the same. page 118 . and formatting of fields within the box. To create a new view see Views The fields displayed in the task boxes for Tasks and Summary Tasks are configured separately. it is not where you define the box colors. See Borders. and will be discussed as one topic below. box shapes and box shadows. c olor. use the Rows and Columns buttons on the right side of form .

WBS Chart Pro Rows Insert Above – Adds a cell or row of cells above the selected cell. Insert Right – Adds a cell or column of cells to the right of the selected cell. Minimize Height – Select this option to make the selected row as short as possible. Delete – Removes the entire column containing the selec ted cell. Columns Insert Left – Adds a cell or column of cells to the left of the selected cell. By making page 119 . Columns may need to be stretched when data in one area of the column causes the entire column to be wider. Insert Below – Adds a cell or row of cells below the selected cell. like this: If you select the second and third rows in the grid and select the Minimize Height option then it would look like this: It minimizes the space in the second and third rows and stretches the first row to fill the remaining space. This option is useful for minimizing the width of certain c ells when the c ells would otherwise be stretched across the column. If you did not select the Minimize Height option on any of the rows then all rows are stretched evenly. Rows may need to be stretched when data in one area of the row causes the entire row to be taller. Note: If you select the Minimize Height option on all of the rows and rows need to be stretched (as in this example) then it will evenly distribute the spac e in the rows much like the first picture above. Delete – Removes the entire row containing the selec ted cell. or when you use the feature to “Match Box Sizes” on Format-Chart menu. Consider the example below where the text on the side m akes the box tall. Minimize Width – Select this option to make the selected column as narrow as possible. Consider the example below where the name of the task makes the box wide. By making the box taller some rows need to stretch. This option is useful for minimizing the height of certain c ells when the c ells would otherwise be stretched across the row. or when you use the feature to “Match Box Sizes” on Format-Chart menu.

When the row is added. %Complete. If you did not select the Minimize Width option on any of the columns then all columns are stretc hed evenly. click and drag across the fields (cells) that you want to include inside the box and select Box Interior.WBS Chart Pro the box wide some columns need to stretc h. Start by inserting a row above the Name field. the WBS field is added above the Name field and merged into one cell aligned at the left. You can also select the Align Left option to place the field on the left m argin. Box Interior – Defines the box interior so fields can be displayed outside of the box. To do this: 1. To define the “Box Interior”. Using the above example. Note: If you select the Minimize Width option on all of the c olumns and columns need to be stretched (as in this example) then it will evenly distribute the spac e in the c olumns much like the first picture above. To merge cells. select the left cell and choose the WBS field from the Field drop down list. In the exam ple below. Then. Select the Name field and select the Insert Above button. to make the WBS field appear outside of the box. Start and Finish fields to highlight these field. click and drag to select multiple cells and then select the Merge Cells option. Duration. Merge Cells – Makes a field span more than one cell. Highlight the fields that Click the Box Interior page 120 . Select the Merge Cells option to m ake the WBS field span the width of the box. 2. c lick and drag across the Name. select the Box Interior option. c lick and drag from the WBS cell across the empty c ell on the right to highlight both cells. Then. 3. like this: If you select the first column in the grid and select the Minimize Width option then it would look like this: It minimizes the spac e in the first c olumn and evenly spac es the remaining columns.

select the field (c ell) by clicking on the appropriate field in the sam ple grid in the middle of the form. Formatting the Fields in the Task Boxes To format a field. Size – Sets the font size for the selected cell. Selecting the Box Interior option removes the box border and any gridlines assoc iated with the cell outside of the box. The list of fields is sim ilar to those used in Mic rosoft Project. Wrap after xx characters – Specify the number of characters on which to “Word Wrap”. However. WBS Chart Pro attempts to wrap the line of text at the num ber of characters specified. Font – Sets the font type for the selected cell. page 121 . For a complete list of these fields and their meanings. select the formatting options in the Cell Style area. Align – Sets the alignment of the text Horizontally to the Left. deselec t the box interior option and then select the Gridlines option. Then. No Labels for the cells. To replace the border and gridlines. top-to-bottom (90°). Rotate – Displays the text in the c ell normal (0°). see Fields in WBS Chart Pro. Start and Finish fields have labels before the date. Leave the After checkbox unchecked to display text to the left of the data in the cell or click the After checkbox to display the label to the right of the data in the cell. Choose a field from this list to display in the selected cell. or bottom-to-top (270°). it can only wrap on a space and may wrap at more or less than the number of characters specified. Center or Right within the cell. Label – Enter text to display before or after the data in the selected cell. Format – Displays options for formatting the data for the selected cell such as different display formats for date fields. Select the After checkbox to display the label following the field as in the Duration field above. and choose Set All to restore all of the Gridlines between the cells.WBS Chart Pro make up the interior of the box. Some fields do not have formatting options and this option is unavailable. Center or Bottom within the cell. Following is an explanation of each of the options in Cell Style: Field – Select the drop down arrow to display a complete list of fields. The ID. option to make the WBS field appear outside of the box. Vertical – Sets the alignment of the text Vertically to the Top.

page 122 . Choose the Same as Box Border option to display the text the same color as the box border. turn them all on (Set All).WBS Chart Pro Bold/Italic/Underline – Sets the text to Bold. Progress – Displays a fill pattern within the c ell based on the c ompletion (% Complete) of the task. and Noncritical tasks in the c hart as Blue boxes. Setting Additional Task Box Options Gridlines – Select to configure the gridlines between the fields. This is useful. The separating lines between the fields that are displayed in the Summary or Task Boxes are referred to as Gridlines. Paste – Select to paste the copy of the fields into the current Sum mary or Task Boxes form. You can choose to turn them all off (Clear All). then go to the Sum mary Boxes dialog box and press Paste. right. Italic or Underlined for the selected cell. Copy – Select to copy the arrangement of fields for pasting into the Sum mary Boxes or Task Boxes form. For example. Margins – Allows you to set the left. for exam ple. Fill – Sets the background color for the cell. if you were displaying Critical tasks in the chart as red boxes. top and bottom margins around the text in the selected cell. You must have previously selected Copy from either the Summary Boxes or Task Boxes dialog box for this to work. if you are c urrently configuring Task Boxes and you wanted to use this same arrangement of fields for your Summary Boxes you would press Copy while in the Task Boxes form. and you wanted the text within the boxes to m atch these colors. or individually select which gridlines appear. Text – Sets the color for the text in the cell.

Tip: You can rename the entries in the “Item to change:” list by selecting the Tools-Border Names option. Select the type of task to change (Critical Task. Critical Milestone. Use the Ctrl key to select multiple items in the “Item to change:” list.  By the Flag Fields set for the tasks. therefore.  By the Progress (% Complete) of the tasks. Critical Task can be renamed to Critical Path Activity . The settings you choose in the Borders dialog only apply for the current View. For example. See Page Layouts (Edit) for how to include the (Legend:Borders) field on your printed chart.WBS Chart Pro Borders (Format Menu) The Borders dialog box allows you to specify box border settings such as style. Click the Critical Path option to configure the current View to display tasks based on the Critical and Noncritical status of those tasks. The renamed entries are also used when the Legend is printed out. The border settings can be based on one of the following:  By the Critical and Noncritical status of the tasks. c olor. The border style definitions for the current View can be printed as a Legend when you print the chart.) and define the style of box. See Border Names Borders based on Critical Path You can set the colors.  Individually for each task. Borders based on Flags page 123 . and shadows based on different triggers. Box settings are chart-wide and bec ome part of the View definition. colors and shadow ac c ordingly. borders and shadows of the Tasks. hold down the Ctrl key on your keyboard while you selec t multiple items with your mouse. Sum mary Tasks and Milestones in the WBS chart based on the Critical or Noncritical status of the tasks. you can have one View that displays the Critical and Noncritical status of your WBS c hart and another view that displays the WBS chart based on the Progress of tasks. To do this. etc. thus overriding the above-m entioned Chart-wide option c urrently selected.

borders and shadows of the Tasks. if you wanted certain boxes in your WBS chart to be Green. set Flag2 and so on. For each task that you want to be Purple you would select those tasks. the Flag fields in WBS Chart Pro correspond direc tly to the Flag fields in Microsoft Project. If you are using Microsoft Project. Sum mary Tasks and Milestones in the WBS chart based on the progress of the tasks. The % Complete (percent com plete) field is used to determine the progress of a task using the following definition: page 124 . Only the first set (Yes) flag is applied to a task box. There are 20 Flag fields (Flag1 through Flag20). are in progress or have completed. Flag2 to Purple and Flag3 to Yellow. styles for a Flag field can be defined and then the Flag setting can be applied to tasks in your WBS chart. By using the Flag fields. Sum mary Tasks and Milestones in the WBS chart based on Flag settings. For example.WBS Chart Pro You can set the colors. Borders based on Progress You can set the colors. You can define colors for tasks (Milestones and Summary Tasks included) that have not started. select the Flag tab in the Task Information dialog box and click Flag1. Then for each task that you want to be Green you would double-click that task. som e Purple and others Yellow then you could define the Flag1 borders to be Green. The box style will then display per the flag definition. Flags in WBS Chart Pro are simple Yes/No settings that you can apply to a task. They can be set in Microsoft Project or in WBS Chart Pro. borders and shadows of the Tasks.

This box also contains an edge for the Edge Fill. No edge. Width – Define the thickness of the border by choosing Thin. The overriding style settings remain a part of that box until you delete the task or Reset it using the Custom Box Settings dialog box. See also Custom Box Settings Box Settings Style – Define the shape of the box by choosing from the various styles in this list. § If a task has between 1 and 99 in the % Complete field then the task is considered In Progress. Fill – Define the color of the interior of the box. For exam ple. Color – Define the shadow color from the list of c olors. Color – Define the color of the box from the list of c olors. Edge Fill – Define the color of the outside edge of the box. Instead.WBS Chart Pro § If a task has 0 (zero) in the % Complete field then the task is considered Not Started. Medium or Thick from the list. defining a Red Edge Fill color would only work in the sec ond and third examples below. page 125 . § If a task has 100 in the % Complete field then the task is c onsidered to be Completed. This box style contains an edge for the Edge Fill. Individually Changing Box Styles in the WBS chart If you just want to change the box styles of select boxes in the WBS chart. you do not need to use the Borders dialog box to do this. just select a box on the screen and select Format-Custom Box Settings (or right click on a task and choose Custom Box Settings). The above exam ple shows a Yellow Fill color on all three boxes. The Edge Fill c olor only applies if you have defined a Style that contains an area (edge) outside of the box. The Custom Box Settings dialog box allows you to change the selected box(es) as exceptions to the box styles defined in the Borders dialog box desc ribed above. Shadow Settings Style – Define the style of the shadow or choose None for no shadow. therefore the Edge Fill is ignored.

WBS Chart Pro Chart (Format Menu) Displays various features used to configure the default options in a c hart. The options available apply to the current View. WBS Chart Style – Displays Tasks vertically under their respective Summary Task but other Summary Tasks are displayed left to right under their respective Summary Task. page 126 . This allows each View to have its own default settings for displaying different types of WBS and Org chart style images. The available options plus a sam ple and description of each is below. Org Chart Style – Displays all subordinate tasks left to right below their respective Summary Task. To change the style of selec ted task boxes use the style buttons on the arrange toolbar. The style option selected in the Format Chart dialog box is applied chart wide. This is the recommended style for project planning. Style – Specify the general way that tasks are arranged in the chart.

For exam ple: page 127 . The Summary Tasks Align option in the Format-Chart menu is chart-wide (applies to all Summary Tasks in the WBS c hart). Summary Tasks Align – Choose how to display the Summary Tasks in the WBS c hart when they are aligned over their respective Tasks. Selecting the List All option on the Toolbar button applies the feature only to the currently selected Summary Task whereas using the List All option in the Chart menu sets it chart-wide. Align Summary Task Center toolbar button. Align Connectors – Places the Summary Task directly over the nearest Task. use the Align toolbar buttons as shown below (see also Align): Align Summary Task Left toolbar button. Choose Left to plac e the Summary Task aligned with the left edge of the Tasks being sum marized.WBS Chart Pro List All – Lists all subordinate items (Tasks and Summary Tasks) vertically under their respective Summary Task. Try selecting a specific Summary Task and c hoose this same option on the toolbar. it may not always be desirable to set this option chart-wide. and Right to align the Summary Task with the right edge of the Tasks being sum marized. Although the List All style is available. To c hange the Summary Task alignment for the selected Summary Task. WBS Chart Style (2 columns) – Lists tasks WBS Chart Style but tasks are listed below their respective Summary Tasks in 2 columns. Align Summary Task Right toolbar button. Background Color – Specify the background color of the chart. Center to align the Summary Task in the middle of the Tasks being summarized.

To turn Hyperlink Symbols On and Off. Hyperlink Symbols display as a small box next to the Summary Task or Task. With the Align Connectors option selected.WBS Chart Pro With the Align Connectors option not selected. Outline Symbols display as a small box with a Plus sign (+) or a Minus sign (-) to expand and collapse Tasks for the selected Summary Task. on the Bottom. To change the Align Connectors status of the selected Sum mary Task. use the Align Connectors toolbar button as shown below: Align Connectors Toolbar button Orientation – Specify the general direction of the chart. To turn Outline Symbols On and Off. use the View menu and Select or Deselect the Hyperlink Symbols option. The Align Connectors option in the Format-Chart menu is chart-wide. Centered or on the Right side of the Sum mary Task box). use the View m enu and Select or Deselect the Outline Symbols option. Hyperlink Symbols – Choose where to display the Hyperlink Symbols on the Summary Task and Task Boxes. The available options (plus an example of each) are: Top to Bottom Bottom to Top Left to Right Right to Left Outline Symbols – Choose where to display the Outline Sym bols on the Summary Task Boxes (on Top. select the box to go to the Hyperlink. page 128 . on the Left. This is not where you turn Outline Symbols On and Off. This is not where you turn Hyperlink Sym bols On and Off.

fonts sizes. § From Summary Tasks to Sub-Tasks – Defines the distance between a Summary Task and its subordinates. The Height and Width of the boxes are controlled separately. The available options for both Height and Width of the boxes are: § Match All Boxes – All boxes in the chart are made equal in size to the largest box. The options are: § Before Summary Tasks – Defines the minimum distance between a Sum mary Task and the Summary Task before it (usually the Summary Task to the left). § Match Tasks Only – All Tasks are made the same size equal to the largest Task box and all Summary Tasks are sized independently. The Stem is the part of the c onnecting line going into a Task or into a Summary Task. Spacing – Defines the default spacing between the different task types in the WBS chart. etc. page 129 . § Don’t Match – All boxes in the WBS chart are sized independently based on the am ount of text in the box.WBS Chart Pro Match Box Sizes – Specify the way boxes are sized throughout the WBS chart. § Before Tasks – Defines the distance between a Task and the Task before it (usually the Task to the left or the Task above). The items below define the minimum amount of spac e between items. § Minimum Stem – Defines the Stem length. This distanc e is represented by a frac tion and allows you to specify how much of the connecting line is used for this stem . § Match Tasks and Summary Tasks Independently – All Tasks are made the same size equal to the largest Task box and all Sum mary Tasks are made the same size equal to the largest Summary Task. fields. § Match Summary Tasks Only – All Summary Tasks are made the same size equal to the largest Summary Task box and all Tasks are sized independently. many times the data in the WBS chart will cause the distances to be greater than these am ounts.

Edge for the outside edge color of the arrowhead and Fill for the inside color of the arrowhead. Edge for the outside edge color of the arrowhead and Fill for the inside color of the arrowhead. Exiting Summary Tasks . Choose Shape to define the arrowhead type. Size for the thickness of the arrowhead. page 130 . Choose Style for the various line styles and Color for a list of available colors.WBS Chart Pro Lines (Format Menu) Lines defines styles. Size for the thickness of the arrowhead. shapes and colors for the connecting lines in the WBS c hart. Entering Sub-tasks – Define an arrowhead style (or none at all) for lines going into a task box.Define an arrowhead style (or none at all) for lines c oming out of a summary box. Line – Define the connecting line thickness and style. Choose Shape to define the arrowhead type.

Medium or Thick from the list. Width – Define the thickness of the border by choosing Thin. you can select this option to not include the selected task(s). You can override these styles by selecting c ertain tasks in your chart and using Custom Box Settings. Independent Box Height – If you have chosen to Match Box Heights. For example. You can access Custom Box Settings from the Format menu under Custom Box Settings. For example. You can apply Custom Box Settings to a single task by selecting that task and displaying the Custom Box Settings dialog box. Box Style – Define the shape of the box by choosing from the various styles in this list. Edge Fill – Define the color of the outside edge of the box.WBS Chart Pro Custom Box Settings (Format Menu) Custom Box Settings defines custom box styles and colors for the selec ted task(s) in the WBS chart. Normally in a WBS chart you define box styles based on the type of task that is being displayed. Or. page 131 . The Edge Fill c olor only applies if you have defined a Style that contains an area (edge) outside of the box. Color – Define the color of the box from the list of c olors. you c an select multiple tasks and apply the Custom Box Settings to all selected tasks. or you can right click on a Task and choose the Custom Box Settings option. defining a Red Edge Fill color would only work in the second and third examples below. Critical Tasks in your c hart may appear with a Red Shadow and Noncritical Tasks with Blue Shadows. you can select this option to not include the selected task(s). Independent Box Width – If you have chosen the Match Box Widths.

Shadow Style – Define the style of the shadow or choose None for no shadow. Reset – Removes all of the Custom Box Settings and reverts to using the default settings for this box. This box style contains an edge for the Edge Fill. The above exam ple shows a Yellow Fill color on all three boxes. Fill – Define the color of the interior of the box. Color – Define the shadow color from the list of c olors. page 132 . This box also contains an edge for the Edge Fill. therefore the Edge Fill is ignored.WBS Chart Pro No edge.

WBS Chart Pro Align (Format Menu) Align overrides the default alignment of Summary Tasks and Tasks in the WBS chart. The options in the Format-Align menu allow you to change the selected box on the sc reen to line up differently than its default alignment set under the Form at-Chart menu. They are explained below: Summary Task Left – Places the selected Summary Task even with the left edge of the Tasks being summarized as shown below: Summary Task Center – Places the selected Summary Task in the middle of the Tasks being summarized as shown below: Summary Task Right . With Connectors selected. With Connectors deselected. Align Boxes – Lines up all of the selected boxes. Summary Task Center.Places the selected Sum mary Task even with the right edge of the Tasks being summarized as shown below: Connectors – Select this option to place the selected Sum mary Task directly over the nearest Task or deselect this option to place the selected Sum mary Task over the middle of the Tasks being summarized. By selecting multiple tasks in the WBS chart and choosing the Align Boxes command you can line up all of these Tasks to be even with the page 133 . Summary Task Right and Connec tors options in the Align menu are only available if a Summary Task is selec ted. Still another way to change the Align options is to use the Align toolbar buttons: Align Summary Task Left Align Summary Task Center Align Summary Task Right Align Connectors The Summary Task Left. An alternate way to display the Align menu is to right clic k on a Summary Task or a Task and choose Align.

Select any number of tasks and choose Align Tasks… …to line up the tasks even with the currently selected task.WBS Chart Pro currently selected Task. You can also Align Boxes by selec ting multiple tasks and c hoosing the Align Boxes toolbar button. page 134 . Note: You can also align/arrange Tasks in the WBS chart by clicking and dragging the edge of a Task’s box to the desired location. Moving and Repositioning Tasks for this related topic. See Copying. Align Boxes toolbar button Reset Position – Removes any manual alignments made to the selec ted task(s) and reverts to using the default alignment settings as defined in the Form at-Chart dialog box.

a task is considered critical if it has 0 (zero) slack.WBS Chart Pro Tools Menu Chart Settings (Tools Menu) Settings Chart Settings displays the Settings tab of the Properties dialog box. Show unknown dates as – Converts any unknown date in a date field to the spec ified value (or converts the unknown date to a blank if this field is left blank). Each network of tasks (a single task is considered a single network) will calculate its own critical path rather than to a c ommon end point. if you display the Microsoft Project field “Actual Start”. Scheduling Calculate multiple critical paths – Select this to have WBS Chart Pro calculate the critical path to each end point in the project. Tasks are critical if slack is less than or equal to: – Set this to the slack amount you wish to use to calculate whether a task is critical or not. This is useful for removing unwanted values in date fields. Use this field to convert the NA to some other text or to a blank field by leaving the “Show unknown dates as” field blank. Calculate actual costs – Select this if you want Actual and Remaining Costs to be page 135 . it may display the value NA. You can change this to a higher or lower am ount. By default. For example.

Set as default – Select to make the options in the Scheduling section the default for all new WBS charts. To learn about the Summary tab on the Properties Dialog see Properties. Deselect this to schedule tasks backwards from the Project Finish Date. Project Finish date – Set the finish date for the current WBS chart.WBS Chart Pro automatically calculated based on the % complete of the task. Currency Symbol – Sets the default currency symbol for the current WBS chart. Project Start date – Set the start date of the current WBS chart. Placement – Sets the placement of the currency symbol in relation to the currency amount. Decimal Digits – Specifies the number of decimal digits for the currenc y. Schedule from Project Start date – Select this to schedule tasks forward from the Project Start Date. page 136 .

Select the default working days for your project.working days for your project. If you typic ally work a 5 day week from Monday through Friday then you would selec t Monday through Friday.This option sets the default working hours for the Norm al Working Days selected.Select Reset to remove any custom settings to the current Calendar and set it to the default Calendar. If you customize a Calendar and select the Set as Default button. Set as Default . For example. By default. this custom ized Calendar is used whenever a New project is created. WBS Chart Pro uses a Monday through Friday workweek and an 8 hour work day from 8:00 AM to 5:00 PM (with an hour for lunc h from 12:00 PM to 1:00 PM). hours in a workday and non. Normal Working Hours . You can change this for the current project or change it and set it as the default for all new projects. page 137 . Using the Set as Default option does not affect any existing Calendars in existing projects. when scheduling tasks. If you typically work a 6 day week you could set it to Monday through Saturday. Reset .Select this to make the current Calendar the default Calendar for all new projects.WBS Chart Pro Calendar (Tools Menu) The Calendar defines the workdays. if your project uses a 4 day work week with 10 hour days (and an hour for lunch) you could set the Normal Working Hours to something like: 8:00 AM 2:00 PM 1:00 PM 7:00 PM Normal Working Days .

If you have an existing WBS chart that you want to use with this new Calendar. select Tools-Calendar and choose Reset. The Calendar File When Set as Default is selected. This file is called Calendar.WBS Chart Pro For selected days .ctc. For more information on scheduling tasks. a Calendar file is created and saved to the folder where you installed WBS Chart Pro. see Scheduling page 138 .Select a date (or dates) in the Calendar grid and use the options in the For selected days area to set the hours for these dates by entering From and To times. This calendar is then used for all new WBS charts you create. Any existing WBS charts will not be affected. Reset these dates to the default or set them to be Non-Working days . open that chart.

Group – The Group field contains the name of the group to which eac h resource belongs. Resources are the people or things that you assign to a task to perform work on that task. The Resource Name field corresponds to the Resource Names field in Microsoft Projec t. Any changes made in the Resources form in WBS Chart Pro are immediately reflected in the Resource Sheet of Microsoft Project. Initials – The initials are automatically created based on the Resourc e Name entered.WBS Chart Pro Resources (Tools Menu) Displays the Resources form for defining a list of resources for the projec t. Resource Name – Enter the resource name in this field. Delete – Deletes the currently selected resource. Note: If the current WBS chart is linked to a Microsoft Project plan. You can accept the defaults or type in a new value. You m ay want to display the Initials field in the task boxes as an alternative to displaying the entire Resource Nam e field. then the resources in the Resource form are the same as those listed in the Resource Sheet of Microsoft Project. You can enter an individual. category of individual or any other name you want to identify and assign the resourc e. Insert – Creates a blank row before the currently selected resource. The Group field corresponds to the Resource Group field in Microsoft Project. In WBS Chart Pro you cannot assign a resource to a task until you define the resourc e in this form. page 139 . The Initials field corresponds to the Initials field in Microsoft Projec t.

WBS Chart Pro page 140 .

Set as Default – Changes made to the Rollup dialog box are saved to the current WBS chart. Field – Select the field(s) to rollup. For example.. Note: When you Rollup a field. Finish1-Finish10 and so on.. Rollup Option – These options change depending on the type of field you have chosen in the Field list. Select how you want the information to be calculated.WBS Chart Pro Rollup (Tools Menu) The Rollup feature allows you to summarize data to eac h level of the WBS c hart. selecting the Start field displays Earliest and Latest whereas a field such as Cost displays Sum. duration or work inform ation into. date. you can no longer edit that field in the Sum mary Tasks since page 141 . Duration. Many fields in WBS Chart Pro (like the Cost. There are m any other fields in WBS Chart Pro that you can use to enter your own cost. Start and Finish) autom atically rollup so there is no need to set these (nor is there a way to prevent their rollup). Duration1-Duration10. Use the Rollup dialog box to select which fields to rollup and how you want the inform ation to be calculated at each summary level. Largest and Smallest. An example of Rollup is shown below: Displaying the Cost1 field without Rollup. These fields include Cost1-10. If you use these fields you c an roll this information up using the Rollup dialog box. Select the Set as Default option to make the current Rollup dialog box the default for all new WBS charts. Displaying the Cost1 field with Rollup selected.

WBS Chart Pro

this is now calculated data. If you want to edit a particular field in the Sum mary Tasks, selec t that field in the Rollup dialog box and selec t Don’t rollup this field .

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Field Names (Tools Menu)
Fields in the WBS Chart Pro database c an be permanently renamed. This is useful if you are familiar with a certain term for a field and want to display it using that nam e instead of the default name. For example, if you use the word Task Name instead of the word Name then you could rename the Name field to Task Name. Renaming fields is also useful if you use fields such as the Text fields or Flag fields. If you use the Text1 field to display the Department then you could rename Text1 to Department. If, for example, you wanted to color the boxes in the WBS based on 3 departm ents in your organization; the Engineering Dept, the Sales Departm ent and the Marketing Department. You could use the Flag fields in WBS Chart Pro to specify that Flag 1 represents the Engineering Department, Flag 2 represents the Sales Departm ent and Flag 3 represents the Marketing Department. To permanently rename the Flag 1, Flag 2 and Flag 3 fields to be Engineering Dept, Sales Dept and Marketing Dept you would enter this inform ation into the Field Names form as shown below. From there you would go to the Form at-Borders menu to define the colors for each department. Then you would select the appropriate task(s), display the Task Information dialog box and select Engineering, Sales or Marketing in the Flags sec tion of the form.

Field – Select the field you wish to rename. Title – Enter the new name for this field. Set as Default – Changes made to the Fields Name form are saved to the c urrent WBS chart. Select the Set as Default option to make the current Field Names form the default for all new WBS charts. Clear All – Removes all entries from the Title column. page 143

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Reset – Reverts to the default list of field names. The default list of field nam es may be blank unless you previously customized this list and chose the Set as Default option.

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See also Borders page 145 . Title – Enter the new name for this field. and Progress trigger tasks use in the Format-Borders dialog box.WBS Chart Pro Border Names (Tools Menu) Border Names allows you to define custom titles for the Critic al Path. Flags. Select the Set as Default option to make the current Border Names form the default for all new WBS charts. You can rename the styles using the Border Names form so they print with custom titles. Reset – Reverts to the default list of field names. The options in Form at-Borders allow you to define colors and borders for different types of tasks in the WBS chart. The default list of field nam es may be blank unless you previously customized this list and chose the Set as Default option. Set as Default – Changes made to the Border Names form are saved to the c urrent WBS chart. Clear All – Removes all entries from the Title column. Border – Select the Border field you wish to rename. These border styles and their titles can be printed in the Legend portion of the printout using (Legend: Borders) in PageLayout.

another product from Critical Tools. select the Goto PERT Chart EXPERT toolbar button. The Goto Pert Chart EXPERT toolbar button When you transfer a WBS chart to PERT Chart EXPERT your WBS chart is saved to the PERT Chart EXPERT format (a . then from within Microsoft Project use the Goto Pert Chart EXPERT toolbar button. page 146 .PCE file) and then im mediately opened in PERT Chart EXPERT. Linked files require that you go to Microsoft Project first when switching between WBS Chart Pro and PERT Chart EXPERT since all of your project data is stored within Microsoft Project. All of your project data and WBS formatting will be contained in the new PERT Chart EXPERT file. To transfer the current WBS chart to PERT Chart EXPERT. The Goto PERT Chart EXPERT button is not available (grayed out) if: 1. You can seam lessly transfer projects from WBS Chart Pro to PERT Chart EXPERT and vic e versa. To create a PERT chart from a linked file. This type of c hart displays the tasks in your project and dependencies between these tasks. You are working with a WBS chart that is linked to a Microsoft Project file. allows you to plan and display projects using a Dependency Diagram (Network Diagram). first go to Microsoft Project using the Goto Project toolbar button. To create a WBS chart file again press the Goto WBS Chart Pro button in PERT Chart EXPERT to transfer it back to WBS Chart Pro. or 2.WBS Chart Pro Goto PERT Chart EXPERT (Tools Menu) PERT Chart EXPERT. You do not have PERT Chart EXPERT.

box placement. which contains the data (the task information like names. Goto Project – If this is a Standalone WBS chart. start dates. page 147 . which contains the formatting options that are WBS chart-specific (such as custom colors. and the WBS chart file. You can also select the corresponding toolbar button: Goto Project Toolbar button Microsoft Project Setup – Configures Microsoft Project to allow the integration with WBS Chart Pro. You are prom pted to save the new Microsoft Project plan and you must enter a filename to c ontinue transferring the WBS chart to Microsoft Project. costs.WBS Chart Pro Microsoft Project (Tools Menu) The Microsoft Project menu item allows you to select various options if you use WBS Chart Pro with Microsoft Project.). this option transfers the current WBS chart to Microsoft Project. Transferring a Standalone WBS chart to Microsoft Project means that the data that exists in the WBS chart will be transferred from the WBS chart and placed into a new Mic rosoft Project plan. finish dates. The WBS chart then becomes linked to this Microsoft Project plan.). If the WBS chart is linked to a Microsoft Project plan then the G oto Project command returns to the existing Microsoft Project plan. You will then have two files. Display WBS chart of Active Project – Generates a WBS chart of the currently active project in Microsoft Project. etc. If you already have a WBS chart of the active project displayed in WBS Chart Pro then this option updates the existing WBS c hart. The Microsoft Project file. etc.

Prompt to save changed Views – Prompts you to save any changed Views and Page Layouts each time you close a chart. Whenever a new WBS chart is created all of the Views and Page Layouts are copied from this directory into the WBS chart. Views and Layouts. Saving your chart always saves the Views and Page Layout within the chart. File Locations Documents – Specify the default location to store and retrieve your WBS charts. This option determines whether or not to overwrite the default Views stored in the WBS Chart Pro folder and is independent of whether or not you save your chart. This will not overwrite the Views and Page Layouts in the Views folder. Do not save changed Views – Automatically discards any changes to the default Views and Page Layouts. Saving your c hart always saves the Views within the chart. page 148 . Select the Browse button to select a different Folder. WBS Chart Pro initially sets this to your Windows document folder. Views & Layouts – Specify the default location to store the Views and Page Layouts used in WBS Chart Pro. You then have the option to Save or Discard the changes to the default Views and Page Layouts each tim e you close a chart.WBS Chart Pro Options (Tools Menu) Specify the default locations for Documents. Any new charts you create will use these new Views and changed Page Layouts. When closing a chart – Specify how Views and Page Layouts are saved when closing a chart. Choose one of the following options when closing a c hart: Save all changed Views – Automatically saves all of the changed Views and Page Layouts in the chart back to the Views folder as the defaults. WBS Chart Pro initially sets this to the installed direc tory. and the Views to use when starting a new project or creating a project from an external data source.

Created from external data – Specify the View to use when you create a WBS chart from an external datasource. Initial Views New Projects – Specify the View to use when you create a new WBS chart. This folder is found within the folder where WBS Chart Pro is installed (for exam ple: C:\Program Files\WBS Chart Pro\Backup Views). You m ay want to have a different View that you use when you create a new WBS chart as opposed to when you create a WBS chart from an external datasource (like Microsoft Project).WBS Chart Pro If you accidentally save a View over the default View and wish to restore it back to its original state you can copy the original View from the Backup Views folder. page 149 . You may want to have a different View that you use when you create a WBS chart from an external datasource (like Microsoft Project) as opposed to when you c reate a new WBS chart.

page 150 .WBS Chart Pro Window Menu Cascade (Window Menu) Arranges all of the open WBS charts on the sc reen in an overlapping fashion.

WBS Chart Pro Tile (Window Menu) Arranges all of the open WBS charts on the screen in a tiled fashion. page 151 .

WBS Chart Pro Arrange Icons (Window Menu) If you have minimized several open WBS charts. page 152 . Arrange Icons lines the c hart icons up at the bottom of the screen.

with the active WBS chart checked.WBS Chart Pro List of Open Charts (Window Menu) Displays a list of all open WBS chart files files. page 153 .

page 154 .WBS Chart Pro Help Menu Content and Index (Help Menu) Displays the main Help program allowing you to searc h and locate Help topics.

page 155 . You can also use this form to turn the tips on and off when starting the software.WBS Chart Pro Tip of the Day (Help Menu) Displays a helpful hint on using WBS Chart Pro.

WBS Chart Pro Critical Tools website (Help Menu) Launches the Critical Tools website.c om page 156 . www.criticaltools.

page 157 . This sec tion also allows you to register the product and turn the demo product into the full software.WBS Chart Pro About WBS Chart Pro (Help Menu) Displays the version number of WBS Chart Pro and c ompany information.

Displays the Save As dialog if the c hart has never been saved. To undo recent ac tions one at a time. See also Open Saves the current WBS chart. Select another task in the WBS chart and choose Edit-Paste Before. See also Cut Copies the selected task and places it on the Clipboard. Removes the last c ommand done in WBS Chart Pro. See also Print Preview Cuts the selected task and places it on the Clipboard . If you didn't want to undo an ac tion click Redo. See also Save As Instantly prints the current chart to the default printer. Select another task in the WBS chart and choose Edit-Paste Before. Edit-Paste After or Edit-Paste Subtask to place the copied task relative to the selected task. See also New Displays the Open dialog box allowing you to open a saved WBS chart. an MPX file. Displays the Print Preview screen allowing you to preview the current chart before printing. Automatically saves (without prompting) to the same name if the file has been previously saved. You can also Right-Click the m ouse on a task to Paste. When linked to a Microsoft Project plan some operations cannot be undone. or a TXT file. it will c opy that Summary Task and all tasks below. see Undo Reverses the action of the Undo command. If you select a Summary Task and choose Cut. Edit-Paste After or Edit-Paste Subtask to place the cut task relative to the selected task. For m ore information on this. If you select a Summary Task and choose Copy. See also Redo Displays the Task Information dialog box for entering data for the selected task. See also Paste Before. it will cut that Sum mary Task and all tasks below. You can also Right-Click the m ouse on a task to Paste. select Print Preview instead of Print.WBS Chart Pro Toolbar Buttons Toolbar Buttons Defined Button Purpose Opens a blank WBS chart for planning a new project. See also Copy Places the contents of the Clipboard (cut or copied inform ation) before the selected task. a Microsoft Project plan. click Undo. To view the printout on the screen first and to select print options. See also Task Information page 158 .

go to MS Project and go to PERT Chart EXPERT from there. It is then considered an “ exception” to the overall arrangement of tasks in the WBS c hart. See also Zoom Decreases the size of the WBS chart on the screen. In addition. This is the default mode of operation if this button is not selected. One mode of operation allows you to Click and Drag a task and place it over another task to Move that task. You must have PERT Chart EXPERT version 2.WBS file) will be renamed to a . If the current WBS chart is linked to an open Microsoft Projec t plan then this button switches to that plan in Microsoft Project. The overall arrangement for the entire WBS c hart is set in the page 159 . below or above the selected task. Each tim e you click the Zoom In button it adjusts to the next level of m agnification. See also Insert Task Left Inserts a new task to the right of the selected task.PCE file and opened in PERT Chart EXPERT.WBS Chart Pro Inserts a new task to the left of the selected task. right. See also Zoom Switches to Microsoft Project.0 or greater for this to work. The WBS chart (. If this is the case. Org Chart Style . See also Microsoft Project Transfers the WBS chart to the PERT Chart EXPERT software. Increases the size of the WBS chart on the screen. This button displays all items directly below the selec ted Summary Task horizontally (like an Org chart). If the button is selected you can Click and Drag from a task to Create a task to the left. If the current WBS chart is a “ standalone” chart (has never been transferred to Microsoft Project) then this button transfers the data in the current WBS chart to Microsoft Project for further scheduling. See also Insert Task Below Switches between “Click and Drag to Move Tasks” mode and “Click and Drag to Create Tasks” mode. up or down. To Click and Drag to create a task you must first click on a task and then drag left. See also Insert Task Above Inserts a new task below the selected task. Each tim e you click the Zoom Out button it shrinks the WBS chart. Click the corresponding Goto WBS Chart Pro button in PERT Chart EXPERT to send it back.Changes the way the immediate subordinates are displayed below the selected Summary Task. See also Insert Task Right Inserts a new task above the selected task. right. this button is unavailable if you are linked to a Microsoft Projec t plan. This button only changes the arrangement of the items on the next level below the selected Summary Task. The data is then stored in Microsoft Project and the WBS chart is “linked” to this Microsoft Project plan. You can use the Click and Drag operation to perform two different func tions in WBS Chart Pro.

See also Chart WBS Chart Style . See also Chart List All (2 Columns) . This button only changes the arrangement of the items on the next level below the selected Summary Task. See also Chart Aligns the selected Summary Task at the Left edge of the tasks being summarized. See also Align Aligns the selected Summary Task at the Right edge of the tasks being summarized.Changes the way the immediate subordinates are displayed below the selected Summary Task. See also Align Aligns the selected Summary Task over the Center of the tasks being summarized. The overall arrangement for the entire WBS c hart is set in the Format-Chart menu. This button displays all items vertically in two columns below the selec ted Summary Task.Changes the way the immediate subordinates are displayed below the selec ted Summary Task. It is then considered an “ exception” to the overall arrangement of tasks in the WBS c hart.Changes the way the immediate subordinates are displayed below the selected Summary Task. This button only changes the arrangement of the items on the next level below the selected Summary Task. The overall arrangement for the entire WBS c hart is set in the Format-Chart menu. The overall arrangement for the entire WBS c hart is set in the Format-Chart menu. The overall arrangement for the entire WBS c hart is set in the Format-Chart menu. This button only changes the arrangement of the items on the next level below the selected Summary Task.WBS Chart Pro Format-Chart menu. This button only changes the arrangement of the items on the next level below the selected Summary Task. It is then considered an “ exception” to the overall arrangement of tasks in the WBS c hart. This button displays Tasks vertically and other Summary Tasks horizontally below the selected Summary Task. See also Align page 160 . and other Summary Tasks below horizontally. It is then considered an “ exception” to the overall arrangement of tasks in the WBS c hart. It is then considered an “ exception” to the overall arrangement of tasks in the WBS c hart.Changes the way the immediate subordinates are displayed below the selected Summary Task. This button works best if the selected Sum mary Task contains only tasks below it and not other Summary Tasks. See also Align Select to align the Summary Task over the nearest Task below it. See also Chart List All . See also Chart WBS Chart Style (2 Columns) . This button displays Tasks vertically in two columns below the selec ted Summary Task. This button displays all items directly below the selected Summary Task vertic ally below the Summary Task.

3. The current Zoom factor (scale) of the current chart. They are. If the current WBS chart is linked to a datasource (such as a Microsoft Project plan). The Linked status of the WBS chart. 2. See also Views Status Bar The Status Bar is the strip of information located at the bottom of the WBS Chart Pro screen. By selecting multiple tasks in the WBS chart and choosing the Align Boxes button you can line up all of these Tasks to be even with the currently selected Task. and short descriptions of the menu items as they are highlighted. 4. Reveals subtasks below the selected Summary Task. The left part of the Status Bar displays messages about current operations. from left to right: 1. Delete. See also Show Only Summary Tasks View Bar Displays the current View that is applied to the WBS chart. See also Focus Displays only the Summary Tasks in the WBS c hart. Click the … button to display the list of Views to Create. This is useful for isolating a section of your WBS chart. Import and Export Views. Copy. short desc riptions of the Toolbar buttons as your cursor is placed over the buttons. See also Align Edit Bar Displays the contents of the current field being edited. Displays SCRL if Scroll Lock is on. page 161 . See also Hide Subtasks Reveals all Tasks in the current WBS chart that were hidden using the Hide Subtasks option. Displays NUM if Num Lock is on. 5. the word LINKED is displayed. See also Show Subtasks Hides all Tasks below the selected Summary Task.WBS Chart Pro Lines up all of the selected boxes. Displays CAP if Cap Lock is on. The total number of tasks in the current chart. The right side of the Status Bar contains six small box areas that describe the current state of a chart. Rename. 6. Click the checkm ark to accept the field (or press Enter) or click the X to reject the data entered into the field (or press Esc). Click the Left or Right arrow to toggle through the list and display different Views. See also Show All Subtasks Displays only the selected Summary Task and those item s below it while hiding the rest of the chart. Select this button again to restore focus to the entire WBS chart.

you c an install the toolbar button by selecting Tools-Microsoft Project-Setup from WBS Chart Pro. This will modify MS Project for use with WBS Chart Pro and install the WBS toolbar button into MS Project. Select a smaller font size for the text in the Task and Sum mary Boxes in Format-Task Boxes and Format Summary Boxes. To switc h the mode of Click and Drag.WBS Chart Pro Frequently Asked Questions List of Frequently Asked Questions How do I get the WBS Chart Pro toolbar button to appear in Microsoft Project? The WBS Chart Pro toolbar button is installed into Microsoft Project during the setup if you selected the " Modify Microsoft Project " option. In Format-Chart use the Don ’t Match Box sizes options for the Height and the Width. If you are displaying a Task Field that has a formatting option. select Tools-Microsoft Project-Setup from WBS Chart Pro to configure MS Project. each task box is sized individually. make sure you have the smallest option selected. above or below to insert a new task in that direction. I upgraded my version of Microsoft Project. 2010 1:45 PM. use short format of 1/31/10 instead of the long format of January 31. or “Fit to” the desired number of pages). If the button did not appear.Summary Boxes. you are “Moving” this task.   In Page-Setup you can change the size of the printout by m odifying the Scale or Pagination of the printout ( “Adjust to” the desired scale. When you click on a task in WBS Chart Pro and drag this task over another. but this is not the default mode of operation. Select the “Minimize Height ” and “Minimize Width ” options in Format-Task Boxes and Format. what do I need to do? If you have upgraded your Microsoft Project to one of the versions supported by WBS Chart Pro. This is similar to moving files and folders in Windows Explorer and is the default mode in WBS Chart Pro. right.    Can I click and drag to create tasks in WBS Chart Pro? Yes. select the “Switch Drag Mode” toolbar button (the button that looks like a mouse). Note: When you click and drag to create tasks you m ust click within a task and then drag in page 162 . This allows you to click within a task and drag to the left. For example. You can also reduce the spac ing on the Format-Chart dialog box to place the task boxes closer together on the chart. This way. For more information or if you are using a network version of Microsoft Project see Configuring MS Project for use with WBS Chart Pro . How do I decrease the size of my chart and the printout? There are several things you can do to decrease the size of your chart and the printout.

in Print Preview you can only show a single page or two pages of the printout at onc e. See Toolbar Buttons defined for a description of each. Select the third option displayed to relink to a renamed Microsoft Project plan. can I show more than two pages on the screen at once? No. use the Insert Task toolbar button (the down arrow) to create your first task and then click and drag from there.TMP and . If you rename or move the Microsoft Project then the WBS chart can no longer link to this plan. This is different from previous versions of WBS Chart where the “click and drag to create tasks” mode of operation was the default. However. To create tasks within an em pty WBS chart. The overall arrangement for the entire WBS chart is set in the Form at-Chart menu. open WBS Chart Pro and select File-Open. It is then c onsidered an “exception” to the overall arrangement of tasks in the WBS chart.TMP and . To relink a saved WBS c hart to its corresponding Microsoft Project plan: If you rename the Microsoft Project plan while the WBS is currently open you will receive a message when the WBS chart is activated that the chart needs to be resynchronized. In Print Preview. They look like this: Each button changes the way the im mediate subordinates are displayed below the selected Summary Task. These buttons only change the arrangement of the items on the next level below the selec ted Summary Task. After using WBS Chart Pro I noticed several . Unfortunately.TXT files listed in Microsoft Project’s File menu. What are these and can I stop them from appearing? When WBS Chart Pro tells Microsoft Project to transfer data to create a WBS chart it uses various . If you rename the Microsoft Project plan while the WBS chart is closed. There are 5 buttons that allow you to c hange how a single Summary Task arranges its immediate subordinates. As WBS Chart Pro opens and closes these temporary files they appear in Microsoft Project’s File menu. Choose Open and select the corresponding Microsoft Project plan.WBS Chart Pro any direction to add a new task.TXT files for this process. there is no way to prevent these files from appearing. How do I change a single Summary Task so that it arranges its subordinates different than the rest of the chart? Use the arrangement buttons on the toolbar. if you close Print Preview and choose View-Page Layout (Page Layout mode) this page 163 . Select the WBS chart file and choose “link to another datasource ”. See also Chart What happens if I rename a Microsoft Project plan that is linked to a WBS chart? A saved WBS chart linked to a specific Microsoft Project plan rem embers the exact name and location of the Microsoft Project plan. This means that you must have at least one task on the screen to do this.

use this proc edure. The PDF reader is free software that anyone can install to read . This produc es a file that can be opened using the PDF reader. The inserted projects will be expanded. If you wish to display these fields in WBS Chart Pro and remove this NA.com) or there are free PDF writers that can be downloaded from the Internet. Any character displayed in a date field in WBS Chart Pro that is not a valid date is an “Unknown Date” and can be converted into another word or removed by putting a space into the “Show unknown dates as” field. For this. Performing a Cut/Copy/Move/Paste in WBS chart when you are linked to a Microsoft Project plan may cause tasks to be expanded in Microsoft Project.WBS Chart Pro displays how the WBS chart appears on each page for the selected printer and selec ted paper size. preview it (if you want) but instead of printing direc tly to a printer you print to a PDF file by selecting the PDF writer as your printer. The reader of the PDF file does not need WBS Chart Pro to read a PDF file that was created from WBS Chart Pro. You c an purchase a PDF writer from Adobe (www.c utepdf. Why is this? When WBS Chart Pro creates a chart from a Microsoft Project plan. We use one called CutePDF (www. PDF Files – How do I save WBS charts to a PDF file? A . you configure the chart. Microsoft Project displays an NA for any task that does not have an Actual Start or Actual Finish. For m ore information about this process and to download the free Ac robat Reader from Adobe. visit page 164 . select the Settings tab and enter a blank space into the “Show unknown dates as ” field.PDF file is a document (chart) that anyone can read on a c omputer using a PDF “reader”. you can see all page breaks on the screen and even m ove tasks around to better position them to avoid page breaks. certain operations require that all tasks in Microsoft Project be shown. In Page Layout mode.PDF files. For example. You can create a PDF file and send this file to anyone who has a PDF reader. They are: Creating a WBS chart from a Microsoft Project that contains inserted projects or subprojects.com) and we recommend it.adobe. WBS Chart Pro m ust tell Microsoft Project to Expand All tasks whic h means that all Summary Tasks will display all of their Tasks. A PDF writer is not included as part of WBS Chart Pro nor is it included with Microsoft Windows like other printer drivers. A PDF file can be viewed by opening it in a PDF reader. Multiple page charts appear across multiple pages in the document and you sc roll from page to page in the PDF reader. Think of a PDF file as a chart that was printed to a file rather than on paper. There are two things that will cause WBS Chart Pro to Expand All tasks in Microsoft Project. Once a PDF writer is installed. When I use WBS Chart Pro with Microsoft Project I notice that it sometimes expands all tasks in my Microsoft Project plan. The steps to creating a PDF file are the sam e as printing a chart. You can also tell WBS Chart Pro to automatically avoid page breaks by selec ting the “Adjust for Page Breaks ” option in File-Page Setup . To create a PDF file you would need to obtain a PDF "writer". How can I stop from displaying NA in my date fields? Select the Tools-Chart Settings menu.

one page HTML doc uments that you can toggle through using the buttons at the bottom of each HTML page. Certain features of the Dem o program like creating/modifying tasks. This template does not specify the Width and Height of a chart but produces one WBS c hart image in the HTML document. see Demo Limits page 165 .WBS Chart Pro their website at: www.html file and increase/decrease the numbers in the line that reads: WBSChart:chart width="975" height="490" If you want the Save as Web Pages feature to produce one big WBS chart in the HTML document. This way you can view one page at a time in your Browser rather than having to sc roll the Browser to view the entire chart.adobe. printing and saving are disabled when there are more than 50 tasks. select the WBSTemplate2. Why can ’t I print? You can print using the Demo version of WBS Chart Pro as long as there are not m ore than 50 tasks in the WBS chart. limits the HTML output to be no bigger than a single Browser page based on a sc reen resolution of 1024x768. Even though you can create a WBS chart from a Microsoft Project plan with more than 50 tasks you cannot print it once it gets past 50 tasks.html file in the Save as Web Pages dialog box. If your WBS chart is bigger than one page then it will produc e multiple. Note that even though you can’t print more than 50 tasks you can still use Print Preview to see how the WBS chart would be printed. by default. why does it produce so many pages of output? The Save as Web Pages feature uses a Tem plate that.com When using the Save as Web Pages option. For a c omplete explanation of the Demo program. If you want to increase or decrease the size of each output page you can edit the WBSTemplate. I am using the Demo version of WBS Chart Pro and I cannot print even though it says I should be able to print using the Demo.

For example. type 5d for 5 days. Invalid Resource – Enter a valid resource from the list of Resourc es (as defined in Tools-Resources). When assigning resources in the Task Information form. Using the Predecessor and Suc c essor fields. Try using the Resources button to assign resource instead of typing them.WBS Chart Pro Error Messages and Prompts Invalid Data You have entered data into a field that is not valid for that field. 4. including AM or PM if you are using the 12 hour form at. FF. There are several other Yes/No fields and you may get the Invalid Flag message even though they are not Flag fields. D. Invalid Flag – Enter a valid Flag value. or SF (finish to start. You cannot enter text into a field that only accepts numbers. W or MO. You c an also enter the type of dependency by using FS. Hour. start to start. you must enter the exact name of an existing resource or you will receive the “Invalid Resource” message.50 or 50%. For exam ple. Invalid Date – Enter a valid date. Invalid Duration – Enter a valid Duration. #6 and #10 predecessors to the current task. Invalid Percent – Enter a valid Percent such as . Just entering the dependency number defaults to a Finish to Start dependency. If you receive this message and the field you are editing is not a Flag field it means that it is simply a Yes/No field and you can only enter Yes or No into that field. use the Resources form in the Tools menu. H. Invalid File – Enter a valid filename avoiding characters like *. SS. ? or /. finish to finish and start to finish). Day. or 2w for 2 weeks. Invalid Number – Enter a valid number. Invalid Measurement – Enter a valid measurement. Week or Month or the abbreviations M. 4SS – Makes task #4 the predecessor to the current task with a Start to Start dependency. You must use a valid duration unit suc h as Minute.10 – Makes tasks #4. Invalid Time – Enter a valid time. Multiple predecessors or successors must be separated by a comma (or by the Windows List Separator). delete or change the names of resources. Flag fields can only accept Yes or No. entering the predec essor for a task you c ould type: 4 – Makes task #4 the predecessor to the current task with a FS (Finish to Start) dependency. Below are the m ost c ommon of these messages and a short explanation of each. Invalid Currency – Enter a valid currency amount. To add. you must enter the ID# of the task Predecessors or Successors. Invalid Dependency – Enter a valid dependency value. 4FS+5d – Makes task number 4 the predecessor to the current task with a FS dependenc y page 166 .6. Invalid Folder – Enter a valid folder. You don’t have to include the currency symbol but you must enter an amount that can be converted into a currenc y value.

WBS Chart Pro plus a 5 day lag. page 167 .

This means you are attempting to send a WBS chart to a new Microsoft Project Plan. If you have just closed the Microsoft Project plan and are in the process of closing the WBS chart. this message will appear First. try contacting Critical Tools tec hnical support.WBS Chart Pro Microsoft Project Messages These are messages that you might see when working with WBS Chart Pro and Mic rosoft Project. try reinstalling Microsoft Project. You will be prompted to name and save the new Project before the transfer will begin. try closing all open applications and turn your c omputer completely off and then bac k on again. These are then stored in Microsoft Project (if you have read/write permission to change the Global file in Microsoft Project) for future interaction with WBS Chart Pro. Microsoft Projec t should install all of the necessary files for this communication to take place so reinstalling Mic rosoft Project may help solve this problem if these files were deleted or overwritten.file already open in Microsoft Project This message appears when you attempt to save to a Microsoft Project plan that is currently open in Microsoft Project. For more information on configuring Microsoft Project see Configuring MS Project for use with WBS Chart Pro Resynchronize WBS Chart This message appears when you access a WBS chart that was linked to a Microsoft Project and the Microsoft Project is no longer available. This may reinitialize the necessary files needed to c ommunicate with Mic rosoft Project. then choose the Close WBS Chart option. WBS Chart Pro uses DDE and OLE to communicate with Microsoft Projec t and if for some reason this c ommunication is not working. When you transfer a WBS chart to Microsoft Project the plan m ust be saved in Microsoft Project for the WBS chart to be linked to the Microsoft Project plan. It cannot save to a Microsoft Project plan that is open so you m ust either save to a different filename or close the open file in Microsoft Project and try again. it is necessary to copy som e Tables. See Support Cannot save . a Macro and Toolbar button to Microsoft Project. This involves transferring the data from WBS Chart Pro to the new Microsoft Project plan. see Transferring a WBS chart to Microsoft Project Unable to Start Microsoft Project This message appears when the WBS Chart Pro program cannot start Mic rosoft Project or cannot communicate with Microsoft Project. If. This WBS Chart is currently self-contained This message appears when you press the Goto Project button or when you c hoose Goto Project from the Tools-Microsoft Project m enu. Microsoft Project has not been configured for a seamless integration This message appears when you attempt to transfer WBS chart information to Mic rosoft Project and Microsoft Project has not been configured for use with WBS Chart Pro. For a c omplete explanation. after reinstalling Microsoft Project it still fails. If this does not work. Views. Part of the process of transferring the WBS chart to Microsoft Project is to save that file in Microsoft Project. In order to interact seamlessly with Microsoft Project. If you need to make additional changes to the WBS chart then it must reopen the page 168 .

Wrong Version of Microsoft Project Responding This message can appear when you have two different versions of Microsoft Project on the same computer and you attempt to send a WBS chart to a specific version of Microsoft Project. The Active project has not been saved so the WBS chart won ’t be linked This message appears when you attempt to create a WBS chart from a Microsoft Project plan that has not been saved. WBS Chart Pro is trying to communicate with a specific version of Microsoft Project and another is incorrectly responding. Project 2007 would probably respond and you would receive this error. then the WBS chart will not be linked to Microsoft Project Plan. If you create the WBS chart from a Project Plan that has not been saved. If you have renamed the Microsoft Project plan then the current WBS chart can no longer find the plan it was linked to and you must choose the third option to relink to this newly nam ed Microsoft Project plan.WBS Chart Pro Microsoft Project plan and you must choose the Re-activate option to do this. If the version of Microsoft Project is already open when WBS Chart Pro attempts to communicate with it then there is less c hance for a miscommunication. try opening the specific version of Microsoft Project that you are attem pting to use (and close other versions of Project). To resolve this issue. if you had Projec t 2003 and Project 2007 on the same computer and you attempted to send a WBS chart to Microsoft Projec t 2003. page 169 . For example. The WBS chart and the Project plan will then be linked. To create a WBS chart from a Microsoft Project you should first save the Microsoft Project plan and then create a WBS chart from the Microsoft Project plan.

each is explained below.WBS Chart Pro Unable to Open Linked Data File There are two variations of this message. m oved it or renamed it. Close the first WBS chart if you wish to open the second WBS chart linked to xxx. This message appears when you attempt to open a WBS chart that is linked to a datasource and it can’t find the datasource. This message appears when you attempt to open a WBS chart that is linked to a datasource and this datasource is already in use by another WBS c hart. page 170 . Choose Yes to browse for the datasource file or No to cancel the Open operation. If you moved or renamed the datasource. you cannot open a WBS chart that is linked to Microsoft Projec t plan xxx. It could be that you deleted the datasource file.mpp if another WBS chart is currently open and is linked to Microsoft Project xxx.mpp . you can relink the WBS c hart to the appropriate file.mpp . Unable to Open Linked Data File – This data file is already in use by another chart. Unable to Open Linked Data File – The data file could not be found. For example.

page 171 . For technic al reasons WBS Chart Pro cannot update a calendar in Microsoft Project while a chart is linked. To m odify the c alendar. return to Microsoft Project and select Tools-Change Working Tim e.WBS Chart Pro No Calendar Available This message appears when you c hoose Calendar from the Tools menu in WBS Chart Pro and you are currently linked to a Microsoft Project plan.

See also Save As Web Pages page 172 .WBS Chart Pro HTML Template This message appears when you are in the Save As Web Pages dialog box and no tem plate is listed in the HTML Template File field or if the template listed c ould not be found. use the Browse button to locate a tem plate. If no template is listed. use the Browse button to loc ate another template. renamed or deleted. If a template is listed and it was moved to a different folder.

WBS Chart Pro Confirm Unlink This message allows you to confirm that you want to remove the link to the datasourc e. see Unlink page 173 . For a complete description of this topic.

This is another way to Import a View or Page Layout into a WBS c hart. To merge a View or Page Layout into the open WBS chart.WBV) or Page Layout (*.WBP file) when there is no WBS chart open to merge the View or Page Layout into.WBV file) or a Page Layout (*. choose the File-Open m enu and choose “Files of Type” Views or Page Layouts.WBS Chart Pro Cannot Merge This message is displayed when you are attempting to open a View (*. However. you must have an existing WBS c hart open in order to import a View or Page Layout. page 174 . If you have a WBS chart currently displayed and you open a View (*.WBP) then this file will be merged (imported) into the open WBS c hart.

JPEG or TIFF file is relatively small. or try selecting a Grayscale or Blac k & White image in the Save Picture dialog box. This may be due to a lac k of available memory. even if the ultim ate PNG. page 175 .WBS Chart Pro Unable to Save Image This message appears when you are attempting to save the WBS chart as a pic ture and WBS Chart Pro cannot save this image. it may require a bigger temporary file than the available m emory allows. Therefore. Saving images requires a large amount of memory for a temporary bitmap image to be saved before the specified image file is saved. Try reducing the size of the WBS chart.

Saying Yes to update the HTML files will delete all files with the same name from the specified folder and create new HTML files of the latest WBS chart. Select No to save the Web Pages to a new nam e or to a new folder. See also Save As Web Pages page 176 .WBS Chart Pro Overwriting HTML Files This message appears when you use the Save As Web Pages dialog box to save a set of HTML documents to the same name in the same folder.

The 50 task lim it does not apply when you create a WBS chart from a Microsoft Project plan. 2. The Demo version of WBS Chart Pro can be turned into the Full version of WBS Chart Pro at any time. You must have a valid Product ID to turn the Demo into the Full version. Therefore. Saving and Transferring WBS charts to MS Project are disabled. The Demo version of WBS Chart Pro is limited to 50 tasks and expires 30 days after installation. To purc hase WBS Chart Pro and obtain a Product ID.c om or contact Critical Tools at: Company Address page 177 . Saving and Transferring WBS charts to Microsoft Project.WBS Chart Pro Demo Limits Exceeded You are currently using the Demonstration version of WBS Chart Pro and you have exc eeded the limits of this Demo version. Print. choose Help-About WBS Chart Pro . Within WBS Chart Pro. including while you are currently running the Demo version. visit our website at www. If you create a WBS chart that exceeds 50 tasks then Creating/Modifying Tasks. Save and Transfer WBS charts to Microsoft Project.criticaltools. The 50 task limit applies to Creating/Modifying Tasks. Choose Register and fill out the User Name. Organization and Product ID fields. To turn the Demo version of WBS Chart Pro into a Full version: 1. you can use the Dem o version to test how your large Microsoft Project plans are displayed and you can even use Print Preview to see how they would be printed. Remember: You can use the Demo version just like the Full version for projec ts up to 50 tasks. Printing. Printing. This means you can Create.

The 50 task limit applies to Printing. Within WBS Chart Pro. Saving and Transferring WBS c harts to Microsoft Project. you can use the Demo version to test how your large projec ts are displayed and you can even use Print Preview to see how they would be printed.criticaltools. To purchase WBS Chart Pro and obtain a Product ID. Therefore. choose Help-About WBS Chart Pro . including while you are currently running the Demo version. The Demo version of WBS Chart Pro can be turned into the Full version of WBS Chart Pro at any time.c om or contact Critical Tools at: Company Address page 178 . Organization and Product ID fields.WBS Chart Pro Program Registration In order to use the full WBS Chart Pro product you must enter a valid Projec t ID. 2. Choose Register and fill out the User Name. The 50 task limit does not apply to the number of tasks you can create in WBS Chart Pro. This number is either on the CD envelope or was emailed to you. Note: You must include the dashes between the num bers. If you do not have a Product ID you can only use the WBS Chart Pro as a Dem onstration version. The Demo version of WBS Chart Pro is limited to 50 tasks and expires 30 days after installation. To turn the Demo version of WBS Chart Pro into a Full version: 1. visit our website at www.

WBS Chart Pro automatically calculates the schedule based on inform ation you input. these dates will be recalculated using the new scheduling techniques.1 did not do this. etc ..1 and higher of WBS Chart Pro contains a task sc heduling feature.WBS Chart Pro This file was saved by an old version of WBS Chart Pro This message appears when you open a WBS chart that was saved in a version prior to the 4. Version 4. If you entered dates. Dependencies. This means that as you enter Start Dates. page 179 . WBS Chart Pro prior to version 4. Finish Dates.1 version of WBS Chart Pro. durations. in an old version of WBS Chart Pro and open this file with the current version of WBS Chart Pro. You could enter dates but they were not used for any schedule calculations. etc. Durations.

2. Click the bottom option to "Allow loading files with Legac y or non default file formats"..0\MS Project\Security Doubleclick the LegacyFiles item on the right and set the number to 2. try the following: For Project 2003 SP3: 1. Reinstalling WBS Chart Pro should fix this (reboot first and do not start any other Office applications before reinstalling WBS Chart Pro). Open Project 2003 SP3. Enter a 2 in the Value Data field and c lick OK. For Project 2003 SP2 (only if reinstalling does not fix it): 1.WBS Chart Pro Displays a blank WBS chart from a Microsoft Project plan No WBS chart (all tasks "Hidden" per the message at the bottom of the screen) If you attempt to create a WBS chart from a MS Project plan and WBS Chart Pro displays a blank screen. 3. 6. 4. this is due to using Project 2003 SP2 or SP3. Doubleclick HKEY_CURRENT_USER and then Software\Microsoft\Office\11. Choose Start and select Run. page 180 . To do this select Edit-New-DWORD Value . Go to Tools-Options-Security. Exit the Registry. 5. 2. 3.. If reinstalling does not work. Close Project 2003. Type Regedit and click OK. Microsoft decided to add a feature with these Service Packs that must be turned off. If you do not see a LegacyFiles option on the right (if it only has Default and Level) then you need to add this entry. Type LegacyFiles as the new name for this option and doubleclick it to open the form.

Inc. In addition. Testing was conducted independently by VeriTest.com support@criticaltools. As part of this process. is a Microsoft Certified Partner. a testing service of Lionbridge Technologies. Contact: Critical Tools. 7308 West Rim Drive Austin.criticaltools. Critical Tools' software was independently tested and certified. online ordering and the latest product announcements. Company Address Critical Tools. Inc. page 181 .WBS Chart Pro Contacting Critical Tools. Critic al Tools has fulfilled all requirements and is active in the ISV/Software Solutions Competency of the Mic rosoft Certified Partner program. Inc. WBS Chart Pro and PERT Chart EXPERT .c om Phone: Fax: Website: Our website contains a detailed desc ription of our products plus downloadable dem o versions. Texas 78731 USA 512-342-2232 512-342-2234 www. makes and distributes the Windows-based projec t management software.com Critical Tools. Inc. Sales Email: Support Email: sales@criticaltools.

com The majority of the time we can respond to your email inquiries the same day. page 182 .WBS Chart Pro Support Critical Tools. Less frequently it will take us up to 24 hours. You can obtain support in the following ways: Phone Support: Support Hours: Email Support: 512-342-2232 8:00am – 5:00pm US Central Time (Monday – Friday) support@criticaltools. we suggest you em ail again or call us at the number above. Inc. If you do not hear from us in 24 hours. offers free support for the current version of the WBS Chart Pro software.

WBS Chart Pro Index -AAbout WBS Chart Pro 157 Adding New Tasks 20 Align 133 Arrange Icons 152 -BBorder Names 145 Borders 123 -CCalendar 137 Cannot Merge 174 Cascade 150 Chart 126 Close 55 Company Address 181 Configuring a Network Version of MS Project 14 Configuring Microsoft Project 11 Confirm Unlink 173 Content and Index 154 Copy 83 Copying. Moving & Repositioning Tasks Creating a WBS chart from your MS Project plans 32 Custom Box Settings 131 Cut 82 -DDelete 91 Demo Limits Exceeded 177 Displaying Fields in Task Boxes 39 -EEntering Information 22 Exit 79 -FField Names 143 page 183 .

WBS Chart Pro Fields in WBS Chart Pro 45 File was saved in old WBS 179 Find 97 Find Next 98 Focus 110 Frequently Asked Questions 162 -GGoto 99 Goto PERT Chart EXPERT 146 -HHide Subtasks 108 HTML Template 172 Hyperlink Symbols 115 -IInsert After 88 Insert Before 87 Insert Subtask 90 Insert Summary 89 Installing on a Local PC 9 Installing on a Network 10 Invalid Data 166 -LLInes 130 List of Projects 153 -MMicrosoft Project 147 Microsoft Project Messages 168 Most Recently Used Files (1 2 3 4) 78 -NNew 52 No Calendar Available 171 Normal 101 -OOnline Layout 103 Open 53 page 184 .

WBS Chart Pro Opening WBS Charts 41 Options 148 Outline Symbols 114 Overview of Creating a WBS chart 19 Overwriting HTML Files 176 -PPage Layout 102 Page Layouts 63. 65 Page Setup 68 Paste After 85 Paste Before 84 Paste Subtask 86 PDF Files 162 Print 71 Print Preview 73 Printing 43 Product Registration 178 Progress Marks 112 Project Settings 135 Project Summary Task 113 Properties 75 -RRedo 81 Resources 139 Rollup 141 -SSave 56 Save As 57 Save As Picture 59 Save As Web Pages 60 Saving WBS charts 40 Scheduling 24 Select 100 Show All Subtasks 109 Show Only Summary Tasks 111 Show Subtasks 107 Summary Boxes 117 Support 182 System Requirements 8 -TTask Boxes 118 Task Information 92 Terminology and Basic Concepts 16 Tile 151 Tip of the Day 156. 155 Tips when using WBS Chart Pro with MS Project 34 page 185 .

WBS Chart Pro Toolbar 104 Toolbar Buttons 158 Transferring a WBS chart to Microsoft Project 31 Transferring a WBS chart to PERT Chart EX PERT 30 -UUnable to Open Linked Data File 170 Unable to Save Image 175 Undo 80 Unlink 74 -VViews 105 -WWhat is a WBS chart? 7 What is WBS Chart Pro? 5 -ZZoom 116 page 186 .

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