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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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. 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 .

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

WBS Chart Pro page 6 .

1. 1.3. each phase or component of the project is defined at subsequent levels until the appropriate level of detail is achieved. In Microsoft Project.1. By creating a Sum mary Task you are specifying that the summary is a higher level than the tasks below it.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.2. page 7 . the second level 1.2. 1. Inform ation is rolled up to this summary level. The following diagram is an example of WBS codes. 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. the third level 1. 1. Usually.1.1. WBS codes are used to label and identify the different levels of the hierarchy.3. the highest level summary is labeled 1. and so on. 1. The traditional Work Breakdown Structure chart displays varying levels of detail starting with the highest or broadest at the top.1. Then.

go to our website at www. WBS Chart Pro can be used as a standalone project planning tool or as an add-on to Microsoft Project. page 8 .WBS Chart Pro Installation and Configuration System Requirements WBS Chart Pro is a Windows based project planning software application. Vista or Windows 7 5 MB free disk space Runs on all major Networks WBS Chart Pro is compatible. WBS Chart Pro system requirements: Windows 2000. and integrates seamlessly. XP. 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.com for information on newer versions of WBS Chart Pro.criticaltools.

run Setup and select "Modify Microsoft Project" when prompted. To use WBS Chart Pro as a standalone software application if you do not have Microsoft Project. run Setup and select "Do not Modify Microsoft Project" when prompted. You do not need Microsoft Project to run WBS Chart Pro. select Register and enter the Produc t ID. 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. To install WBS Chart Pro and configure WBS Chart Pro to work with Mic rosoft Project. you can turn the demo into the full version using this 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. See also: Configuring MS Project for use with WBS Chart Pro Installing on a Network page 9 . Once installed with the Microsoft Project option. If you have installed the demo version of WBS Chart Pro and have a Produc t ID. 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.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.

Installing WBS Chart Pro on your Network 1. To enter the Product ID. 3.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. The first time each user starts the program it will be in Demo mode until the Product ID is entered. access to the Network directory where WBS Chart Pro was installed. Install WBS Chart Pro into a directory on the Network. If a user no longer accesses WBS Chart Pro on the network they can be replaced by another user. up to the total number of licenses purchased. start WBS Chart Pro. select Register and enter the Product ID provided. For example. 2. This means that each user who accesses WBS Chart Pro on a network m ust have a license. User licenses can be transferred. 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. Enter the Product ID when prompted during setup. refer to the Help topic Configuring a Network Version of MS Project for WBS Chart Pro page 10 . go to the Help-About WBS Chart Pro menu. 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. Assign each user.

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

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

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

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

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

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

WBS Chart Pro The current View is displayed in the window on the toolbar. However. 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. 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. An arrangement would be to list subordinate item s vertically. vertically list this: Summary Tasks may also have other Summary Tasks under them along with the subtasks. simply display that View and c hoose the many formatting options in the Format menu. To modify a View. Use the Next View (right arrow) and Previous View (left arrow) buttons on the View bar to toggle to different Views. it would look like this: page 17 .

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. 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. They look like this: See also: Chart For information on creating a new chart. see: Creating a New WBS chart For information on creating a WBS chart from Microsoft Projec t. see: Creating WBS charts from Microsoft Project plans page 18 . For this reason.

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

 Depending on the orientation of tasks in the WBS chart. the Insert Task buttons plac e tasks in different positions relative to the currently selected task. 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. With tasks listed vertically. 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. use the Insert Task toolbar buttons to add a task to the left. Insert Right.WBS Chart Pro Adding New Tasks To add tasks in a WBS chart. right. The Insert Left. above or below the selected task. Tips: page 20 . 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). For example: With tasks listed left to right. In this second example.

The Mouse toolbar button page 21 .WBS Chart Pro   You can also Right-Click on a Task and choose one of the Insert com mands. Click the Mouse toolbar button again to switch back to “Click and Drag to Move Tasks” mode. 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.

The other way to enter inform ation is by using the Task Inform ation dialog box. For example. there are many fields displayed in the c hart. 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.  When you select a field in a Task box. 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. Double-clicking on a task brings up the Task Information dialog box. 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. with the WBS chart below. only the Task Nam e is displayed so you c an only change the Name of the task directly on the screen: However. 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).WBS Chart Pro Entering Information There are two ways to enter information for a task in the WBS chart. Click the field you wish to change and type in the new inform ation. select the Edit bar (or press F2) to m odify existing page 22 . The Edit bar displays the contents of the current field being edited. The inform ation you can enter is dependent on which fields are currently displayed on the sc reen. with this WBS chart.

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

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

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

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

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. Finish to Finish (FF) – One task cannot finish until the other task is finished. A lag is the amount of time that the second task m ust wait after the first task starts or finishes. Start to Finish (SF) – One task cannot finish until another has started. 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. 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. However. FF or SF dependency you must specify this along with the Predecessor or Successor ID. Lag Most tasks in a project start immediately after one has finished but occ asionally you may need to enter a delay.WBS Chart Pro There are several types of dependencies that you can create between tasks. For example. 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. As an exam ple. Start to Start with a 5 day lag (1SS+5d) – Task B cannot start until 5 days after Task A page 27 . if you want a SS. Each of the dependency types is described below: Finish to Start (FS) – One task must finish before the next one starts. The default dependency type is a Finish to Start.

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

overriding any of the above sc heduling options used. 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. page 29 .WBS Chart Pro Note: To remove a date constraint assign the “As Soon As Possible” constraint to a task.

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

To transfer the current WBS chart to Microsoft Project. and the WBS chart file containing the form atting options that are WBS chart-specific (such as custom colors. etc. You c an also perform simple scheduling in WBS Chart Pro. etc. finish dates. the Microsoft Project file containing the data (information like names. resource management.). The WBS chart then becomes linked to this Microsoft Project plan.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. costs. 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. You will then have two files. page 31 . 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 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. duration. configure this chart and save this chart. it is considered a “standalone” WBS chart. After transferring the data to Microsoft Project. you can transfer the WBS chart to Mic rosoft Project. If you create a new WBS chart in WBS Chart Pro. start. finish. 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. and then transfer these charts to Microsoft Project for further scheduling. For more elaborate scheduling. etc. select the G oto Project toolbar button. 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). box placement. This means that the WBS chart file is a self-contained file with all of the data and formatting options within this file.). plus m uch more.

if you open the WBS chart (*. 2. it saves both the WBS chart file (. this information is immediately sent to Microsoft Projec t. 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. If you move or rename a Microsoft Project that is linked to a particular WBS chart file. To save the WBS chart. and a link to the Microsoft Project plan where the data is stored. If it does not open the previously saved WBS chart.MPP). If you have previously created a WBS chart from this Microsoft Project plan and saved the WBS c hart. 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. When you save a WBS chart that is linked to a Microsoft Project plan. 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. the WBS c hart is dynamically linked to this Microsoft Project plan. From within WBS Chart Pro.WBS file). click the WBS Chart Pro toolbar button. Specify a filename and click OK. If you add. it will remember this and automatically open this chart for you to c ontinue working. page 32 . From within Microsoft Project. Saving a WBS chart linked to a Microsoft Project plan After modifying the linked WBS chart. They are: 1. Note: If you rename or move a Microsoft Project plan that is linked to a WBS c hart. perform the following to relink the MS Projec t plan to the WBS c hart file: 1. When you create a WBS chart from an existing Microsoft Project plan.MPP file) and the WBS c hart formatting is stored in the WBS c hart file (a . 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. modify or delete tasks in the WBS chart. select the File m enu and choose Save (or Save As). 2.WBS file) that is linked to the Microsoft Project plan it will automatically open Microsoft Projec t and the c orresponding Microsoft Project plan. Click the WBS Chart Pro toolbar button*. 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 .WBS) and the corresponding Microsoft Project plan (.WBS Chart Pro Creating WBS charts from Microsoft Project To create a WBS chart from an existing Microsoft Project plan: 1. Start Microsoft Project and open the desired Microsoft Project plan. Open WBS Chart Pro. The saved WBS chart contains the formatting of the chart. see the Note below.

WBS file) that was linked to the Microsoft Project plan. Locate the Microsoft Project plan and select Open. Select File-Open.WBS Chart Pro 2. 4. 3. 5. 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 . Select Link to another datasource and click Open. When you save the WBS chart it will remember the new name and location of the Mic rosoft Project to which it is linked. *If you do not see the WBS Chart Pro toolbar button in Microsoft Project. Click on the WBS chart file (the .

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

WBS Chart Pro page 38 .

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

Note: When you Save a WBS chart that is linked to a Microsoft Project plan this also saves the plan in Microsoft Project. WBS chart files created in WBS Chart Pro have an extension of . the data is saved in Microsoft Project but the WBS chart formatting is saved in the WBS file. This is what happens when you open WBS Chart Pro. 2. Choose File-Save (or File-Save As). 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. box colors. an MPX file or a Text file). Select a location to save the file and enter a nam e for this file in the filename field. c reate a WBS chart and save the WBS chart. if you are using WBS Chart Pro with Microsoft Project and you c reate a WBS chart of a Microsoft Project plan. For example. When you save and close a linked WBS chart and then re-open this WBS c hart file.WBS Chart Pro Saving WBS charts To save a WBS chart: 1. Saving a WBS chart (standalone) Saving a standalone WBS chart saves all of the project data. If you make changes to this data in WBS Chart Pro such as adding new tasks. 3.WBS. page 40 . moving tasks or deleting tasks. The WBS file is then “linked” to this Microsoft Project plan. 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. Make sure the “Save as type” option is set to WBS Chart and click OK to save this file. A WBS chart is either saved “standalone” or “linked” to a datasource (such as a Microsoft Project plan. this is ac tually being done dynamically in Microsoft Project. views and form atting options into a single file. it also opens the Microsoft Project plan to which it is linked. 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.

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

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 . Locate the MS Project plan and select Open.WBS Chart Pro 5.

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

WBS Chart Pro The Page Setup dialog box 3. page 44 . 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.

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

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

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

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

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

WBS Chart Pro page 50 .

WBS Chart Pro Reference (by Menu) page 51 .

click the Insert Task Below toolbar button (the down arrow button). To add subsequent tasks. To create your first task.WBS Chart Pro File Menu New (File Menu) Displays a blank screen for creating a new WBS c hart. 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). See also Creating a New WBS chart page 52 .

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

An example of a . MPX – Lists all MPX files (.2 Task 5. 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.11/5/03.11/5/03.3 The text above would produce the following WBS c hart: Description .11/7/03. 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.Duration.2 Task 4.11/5/03. page 54 .11/5/03. Text – Lists all Text files (.txt file is shown below: Name.11/7/03. 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.MPP extension). you are prompted to pick a new datasource before opening the WBS chart.11/13/03.3 days.3 Task 6.2 Task 3.WBS Chart Pro Microsoft Project Plans (mpp) – Lists all Microsoft Project files (.MPX extension) and allows you to create a WBS c hart from the MPX file format. When selected.1 days.1 days. The text file must be a c omma-delimited file.11/6/03.2 days.TXT extension) and allows you to create a WBS chart from a Text file.11/5/03. The MPX file format is a text-based version of a Microsoft Projec t plan.Start.11/6/03.1 days.1 Task 2. This option is useful when you have renamed or moved the datasourc e and allows a linked WBS chart to “find” its datasource.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.11/5/03. with the first line of the file defining whic h fields are in the file and the subsequent lines defining the tasks. 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.Finish. The WBS chart then becom es linked to this new datasource.Outline level Task 1.

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

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

You do not need to specify whether to save the WBS chart Standalone or Linked. 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).Displays a list of folders and drives where files are stored. A WBS Chart Pro file may be Standalone or Linked . To save a chart to its existing name and folder.    page 57 . MPX – Saves the current WBS chart to an MPX file. This WBS file is then Linked to the datasource. use the Save command.Type a file name for the WBS chart. The MPX file form at is a text-based version of a Microsoft Project plan. Saving a WBS chart that is linked to a Microsoft Project plan also saves the plan in Microsoft Project.WBS extension as long as the Save as type field displays WBS Chart. If you have created the WBS chart from a datasource (such as a Microsoft Project plan). To save a WBS chart to the sam e file name and avoid this dialog box. You can then open this file in PERT Chart EXPERT. this is determined automatically based on whether you created the WBS chart from scratch or created the WBS chart from a datasource.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. You do not have to include the .WBS extension. type this new name into the File name field. PERT Chart – Saves the current WBS chart to the PERT Chart EXPERT form at. 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. click Save. 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 . 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.Choose the type of file to save the current WBS chart to. Save in . Save as type . To save the file to another file name.

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. see the help topic Saving WBS charts page 58 . For a complete explanation on Saving WBS charts. 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.

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

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. there may be several pages of HTML output. Up and Down.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. Choose the other options if necessary. This will generate the HTML pages. 2. WBS HTML Commands. Unless the WBS chart is very small or you have modified the template to produce one output page. WBSTemplate.html. you need to open the first page of the HTML output in your browser. If you want to increase or decrease the size of each output page you can edit the WBSTemplate. Since Browsers are not made to handle large scrollable pages. The basic concepts for saving WBS charts to a Web Page are: 1. 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. Up and Down. select it in the field provided. Create and configure your WBS chart. Select the template. 6. Note: See the file. This file was copied into the WBS Chart Pro direc tory during Setup. The standard template contains buttons for scrolling the HTML doc uments Left. Click OK. Right. you need to open the first page of the HTML output in your browser. WBS Chart Pro will break up the chart into as many pages as it needs to output the entire chart. When you want to publish this chart. We provide a basic template for this purpose. Right. 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. If you chose not to open your browser upon creation of the Web Pages. 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.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. so that if you open the first page of the output you can scroll through each page of your HTML output. If you chose not to open your browser upon creation of the Web Pages.html file in the Save as Web Pages dialog box. contains buttons for sc rolling the HTML documents Left. If you have created your own or modified an existing template. page 60 . for additional information on the WBS Chart Pro Template commands. Select the Folder to save the HTML pages. select the WBSTemplate2. so that if you open the first page of the output you c an scroll through each page of your HTML output. The basic template. You c an modify this template in a text editor or HTML editor.txt. This template does not specify the Width and Height of a chart but produces one WBS c hart image in the HTML document. 5. 3. 4. select the File m enu and Save as Web Pages.

Base Filename2. and so on).WBS Chart Pro HTML Template File .Specifies the name that all of the HTML files will start with. For example. Create thumbnail page .html.Saves the HTML output to this folder.Select a field in Hyperlink to jump to the spec ified email/website/document address if that field c ontains a valid address. Selec t a field in Tooltip to display when you hover over a box in the WBS chart embedded in the HTML page. Launch browser after saving . Task specific information . The basic template file is WBSTemplate.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 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.Select to launch your default browser after you press the Save button. 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. Save to Folder . 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. Base Filename . Click an image in the thumbnail to go to that HTML page. This starts the browser and loads the first page of the HTML output. See the WBS Chart Pro folder for other available template files.Specify the Template to use for formatting the HTML page. if you listed an email address in the Text1 field and displayed the Text1 field in your WBS c hart. page 61 . 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.

WBS Chart Pro page 62 .

The Page Layouts dialog box allows you edit. all Page Layouts located in the Layouts directory (. all changes m ade to the Page Layout are saved within this chart. delete. 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. Note: If you do not want to automatically save the changed Page Layouts as the default Page Layouts. In addition. When a WBS chart is first created. Each View in WBS Chart Pro uses a Page Layout. 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. but will not affect the default Page Layouts. 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). import and export Page Layouts. your chart will use the Page Layout changes from your last chart. To see which Page Layout a View is using. 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 make changes to a Page Layout (by selecting Edit). Legends. Choosing the “Do not save changed Views” option will still save the Page Layouts within the chart. copy.WBP files) are copied into the WBS chart.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 copied a Page Layout into the default directory then it would be available to all New WBS c harts. etc. 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. switch to that View and select File-Page Layouts. Existing WBS charts would require you to Import new or modified Page Layouts. This means that when you open another New chart or create another WBS chart from a Microsoft Project plan. create new. rename. Som e Views may even share the same Page Layout. Page Num bers. page 63 .

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

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

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

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

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

Instead of splitting a box that appears on a page break. To increase the size of the WBS chart to the specified num ber of pages. 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. When this happens you need to use the features of WBS Chart Pro to m ake it taller and less wide. whic hever is reached first.WBS Chart Pro increasing this number enlarges the WBS chart by the perc entage spec ified. 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. Paper Source – Select the source of the paper for the currently selected printer. 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. once it reaches one edge of the chart (width or height) it will stop enlarging. For exam ple. Note: When using the Fit to x page wide by y tall option there is no c orresponding “Adjust for page breaks” option. Printer Printer – Specifies which printer to use. Fit to x page(s) wide by y tall – Forces the WBS chart to the specified num ber of pages. WBS Chart Pro enlarges the chart until either the chart is a full 2 pages wide or 1 page tall. Adjust for page breaks – Repositions boxes that fall on a page break onto the next page. If you select Fit to 2 pages wide by 1 page tall and Enlarge to fill page. Orientation Portrait – Select to print the WBS chart in Portrait m ode. The sizes listed are those supported by 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. choose the Printer button. Paper Size – Select the paper size from the list of available sizes. 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”. page 69 . 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. While in Page Layout View (View-Page Layout menu) you can also manually drag boxes to avoid page breaks. 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). To change the currently selected printer. 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). If you try to print a very wide WBS c hart to a big piece of paper with the “Enlarge to fill page” option. Remember that when using the “Enlarge to fill page” option. select the “Enlarge to fill page” option along with the “Fit to page” option. try selecting Page Layout from the View menu to see how tasks are arranged on the page. Tip: When using the Adjust for page break option. suppose your WBS chart is normally 1 ½ pages wide and ½ page tall. 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. Landscape – Select to print the WBS chart in Landscape m ode.

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

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

Collate – If you have selected more than one copy. 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. page 72 .

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

This is because you would then have two sets of data. 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. In other words. for example). The WBS chart is only a reflection of the data in the datasource. See also Creating WBS charts from Microsoft Project plans page 74 . the WBS chart is linked to the MS Project plan. the data that is displayed in the WBS chart is actually stored in the datasource and not in the WBS c hart. Saving the WBS chart linked to a datasource saves the formatting options into the WBS file but the data is stored in the datasource. However. There is a dynamic link between the Microsoft Projec t plan and the WBS file.WBS Chart Pro Unlink (File Menu) Unlink removes the link to the datasourc e specified. and since you have changed the data it m ust Unlink from the MPX or Text file to manage the data properly. 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. Unlinking from a Microsoft Project plan If you create a WBS chart from a Microsoft Project plan. Any changes you make to the WBS chart are immediately reflected in the Microsoft Project plan. You can select to Unlink from an MPX or Text file by selec ting the Unlink command. WBS Chart Pro cannot write bac k to the MPX or Text file. As mentioned above. you cannot modify the WBS c hart and have this modify the MPX or Text file. 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 cannot use it to m odify an existing Microsoft Project plan. What it means to be Linked to a datasource When you are linked to a datasource (such as a Microsoft Project plan). one in Microsoft Project and one in the WBS chart file. 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. 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. 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.

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. Summary Enter the desired information into the appropriate fields. 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. If you enter them in Microsoft Project they also appear here in WBS Chart Pro when you create a WBS chart from Microsoft Project. page 75 . These fields c an then be displayed in WBS chart printouts or in a saved web page. The various fields under the Summary tab are similar to the Properties option in Mic rosoft Project (under File-Properties).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.

Set as default – Select to make the options in the Scheduling section the default for all new WBS charts. if you display the Microsoft Project field “Actual Start”. 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. 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. For example. it may display the value NA. By default. 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.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. 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. 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). Currency Symbol – Sets the default currency symbol for the current WBS chart. 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. This is useful for removing unwanted values in date fields. page 76 .

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

WBS Chart Pro Most Recently Used Files (1.4 on File Menu) Displays the most recently used files in WBS Chart Pro.2.3. Selec t the number to open that file. page 78 .

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

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

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

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

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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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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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 . This will turn the selected task into a Summary if it is not one already. For exam ple. the Paste Subtask c ommand… Tip: You can also Right-Click on a task to paste. …pastes the task below Task 2.

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. page 87 .WBS Chart Pro Insert Task Left (Edit Menu) Insert Task Left inserts a new task to the Left of the selected task.

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

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

If you delete a Task you are NOT prom pted to confirm this deletion.   page 91 . If you delete a Summary Task you are prompted to c onfirm and are given three options. and you are using WBS Standalone. 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. 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). You cannot undo the delete if you are working with a chart that is linked to a Microsoft Project Plan. Cancel – This cancels the Delete operation.WBS Chart Pro Delete (Edit Menu) Deletes the selected Summary Task or Task.

Duration can be entered using the following form at: M = Minutes H = Hours D = Days W = Weeks MO = Months page 92 . The Task Information toolbar button The Task Information dialog box is used for both Summary Tasks and Tasks. by double-clicking on a task. or by selecting a task and c licking on the Task Information toolbar button. The Task Information dialog box contains 3 Tabs of information described below. Duration – Enter the duration for the task. Hours.WBS Chart Pro Task Information (Edit Menu) The Task Information dialog box can be found by selec ting it from the Edit menu. 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. Weeks or Months. Days. General Name – Enter a name or description of the task. The duration can be entered in Minutes.

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

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). Then. To use the Flag fields to define colors. but you can use them independent of Microsoft Project. The Flag fields in WBS Chart Pro correspond to the Microsoft Project Flag fields. select the Format-Borders menu and select the “Borders Based on Flags” option. the lowest num bered Flag takes precedence and the others are ignored. define different colors/styles/shadows for each Flag field. 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. as shown below: page 94 . If multiple Flags are set on a task. The Flag fields can be used to define task box colors in the WBS chart. Onc e this is done.WBS Chart Pro Flags The Flag Tab allows you to quickly set a Flag field for a task.

WBS Chart Pro For more information on the different ways to c olor your WBS chart dependent on Critical Path. 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. These four fields work together to point to one hyperlink location for a task (you cannot enter m ore than one hyperlink per task). It is the concatenation of the Hyperlink Address and Hyperlink Subaddress fields. page 95 . This button is a small square that appears above and to the left of the task. 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. Clicking this button jumps to the spec ified link. Hyperlink Href – This is the full address of the document or web page. Hyperlink Address – This is the main document or web page that a task is linked to. 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. the Flag fields or Progress. The most c ommon use for this is to jump to a Bookmark (section within a doc ument or web page). There are four Hyperlink fields in the Task Information form. Hyperlink Subaddress – The Hyperlink Subaddress goes to a certain place within the link referred to in the Hyperlink Address field. 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. They are: Hyperlink – This is the “displayed” name for the Hyperlink.

WBS Chart Pro page 96 .

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

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 98 .

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

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

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 .

WBS Chart Pro Page Layout (View Menu) The Page Layout view displays the WBS chart showing page breaks as they would appear if printed. Go to File-Page Setup to change printers and/or paper size. 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. page 102 . 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.

Page breaks are displayed based on the size of the image specified in the template used to create the Web Pages.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 .

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

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

Once c reated. page 106 . Delete – Removes the selected View from the current WBS chart file. You can also press F2 to renam e the selected View. Import and Export Views.WBS Chart Pro button on the View toolbar. Copy – Makes a copy of the selected View. Rename. Export – Allows you to export the selected View from the current WBS chart. Delete. The other options are described below: New – Creates a New View with minimal formatting options. Selecting a View from this list and c licking OK will apply this View to the WBS chart. 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. Rename – Allows you to rename the selected View. Copy. The Views dialog box allows you to create New Views. click OK to apply this View to the current WBS chart and then m odify this View using the Format and View menus. Import – Allows you to import a View into the current WBS c hart.

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

This is the sam e as selecting the Sum mary Task and pressing the Hide Subtasks option. you c an also press the minus sign (-) for that Summary Task to hide the subtasks. 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 Hide Subtasks (View Menu) Hide Subtasks hides the immediate subtasks of the selec ted Summary Task. See Outline Symbols page 108 .

the Show only Visible Task feature or the Show only Summary Task feature.WBS Chart Pro Show All Subtasks (View Menu) Reveals all tasks throughout the WBS chart that are hidden using the Hide Subtask 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. 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 Focus (View Menu) Focus displays only the selected Summary Task and those item s below it while hiding the rest of the chart.

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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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.WBS Chart Pro Outline Symbols (View Menu) Turns the Outline Symbols on and off. A c heckmark next to the Outline Symbols option indicates that it is currently selected (on). 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. The plus sign indicates that there are subtasks hidden below the Summary Task. See Chart for information on how to change the location of the Outline Symbols on the Summary Task boxes. page 114 . Outline Symbols can be positioned in different plac es on the Summary Task boxes. You can click this plus sign to reveal these tasks. If Outline Sym bols are displayed in the WBS chart.

Hyperlink Symbols can be positioned in different plac es on the Summary Task and Task boxes. If Hyperlink Sym bols are displayed in the WBS chart. 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. Click this box to go to that Hyperlink. page 115 . 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. a Summary Task or Task that has a Hyperlink will display a sm all box next to that task.WBS Chart Pro Hyperlink Symbols (View Menu) Turns the Hyperlink Symbols on and off.

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

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

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

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

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

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

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

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

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

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

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. Style – Specify the general way that tasks are arranged in the chart. This allows each View to have its own default settings for displaying different types of WBS and Org chart style images.WBS Chart Pro Chart (Format Menu) Displays various features used to configure the default options in a c hart. To change the style of selec ted task boxes use the style buttons on the arrange toolbar. 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. The options available apply to the current View. The style option selected in the Format Chart dialog box is applied chart wide. page 126 . This is the recommended style for project planning.

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

This is not where you turn Outline Symbols On and Off. use the View m enu and Select or Deselect the Outline Symbols option. use the View menu and Select or Deselect the Hyperlink Symbols option.WBS Chart Pro With the Align Connectors option not selected. on the Left. page 128 . select the box to go to the Hyperlink. To turn Hyperlink Symbols On and Off. To change the Align Connectors status of the selected Sum mary Task. The Align Connectors option in the Format-Chart menu is chart-wide. Centered or on the Right side of the Sum mary Task box). With the Align Connectors option selected. on the Bottom. This is not where you turn Hyperlink Sym bols On and Off. 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. To turn Outline Symbols On and Off. use the Align Connectors toolbar button as shown below: Align Connectors Toolbar button Orientation – Specify the general direction of the chart. Hyperlink Symbols display as a small box next to the Summary Task or Task. 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.

many times the data in the WBS chart will cause the distances to be greater than these am ounts. § Match Tasks Only – All Tasks are made the same size equal to the largest Task box and all Summary Tasks are sized independently. § 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. fonts sizes. The Height and Width of the boxes are controlled separately. etc. 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 .WBS Chart Pro Match Box Sizes – Specify the way boxes are sized throughout the WBS chart. § 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. § Before Tasks – Defines the distance between a Task and the Task before it (usually the Task to the left or the Task above). § Minimum Stem – Defines the Stem length. 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. fields. page 129 . The items below define the minimum amount of spac e between items. 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). § From Summary Tasks to Sub-Tasks – Defines the distance between a Summary Task and its subordinates. § 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 Lines (Format Menu) Lines defines styles. Choose Shape to define the arrowhead type. Entering Sub-tasks – Define an arrowhead style (or none at all) for lines going into a task box. Size for the thickness of the arrowhead. Choose Style for the various line styles and Color for a list of available colors. Edge for the outside edge color of the arrowhead and Fill for the inside color of the arrowhead. page 130 .Define an arrowhead style (or none at all) for lines c oming out of a summary box. Choose Shape to define the arrowhead type. Exiting Summary Tasks . shapes and colors for the connecting lines in the WBS c hart. Size for the thickness of the arrowhead. Edge for the outside edge color of the arrowhead and Fill for the inside color of the arrowhead. Line – Define the connecting line thickness and style.

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

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

With Connectors deselected. With Connectors selected.WBS Chart Pro Align (Format Menu) Align overrides the default alignment of Summary Tasks and Tasks in the WBS chart.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. 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. Align Boxes – Lines up all of the selected boxes. Summary Task Right and Connec tors options in the Align menu are only available if a Summary Task is selec ted. 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 . 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. 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 Center. An alternate way to display the Align menu is to right clic k on a Summary Task or a Task and choose Align.

You can also Align Boxes by selec ting multiple tasks and c hoosing the Align Boxes toolbar button. 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. page 134 . Moving and Repositioning Tasks for this related topic.WBS Chart Pro currently selected Task. Select any number of tasks and choose Align Tasks… …to line up the tasks even with the currently selected task. 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.

if you display the Microsoft Project field “Actual Start”. By default. 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). 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. a task is considered critical if it has 0 (zero) slack. Scheduling Calculate multiple critical paths – Select this to have WBS Chart Pro calculate the critical path to each end point in the project.WBS Chart Pro Tools Menu Chart Settings (Tools Menu) Settings Chart Settings displays the Settings tab of the Properties dialog box. 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. 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. Calculate actual costs – Select this if you want Actual and Remaining Costs to be page 135 . For example. You can change this to a higher or lower am ount. it may display the value NA.

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

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

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

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

WBS Chart Pro page 140 .

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

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

select the Goto PERT Chart EXPERT toolbar button. To transfer the current WBS chart to PERT Chart EXPERT.WBS Chart Pro Goto PERT Chart EXPERT (Tools Menu) PERT Chart EXPERT. 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. then from within Microsoft Project use the Goto Pert Chart EXPERT toolbar button. This type of c hart displays the tasks in your project and dependencies between these tasks. another product from Critical Tools.PCE file) and then im mediately opened in PERT Chart EXPERT. or 2. 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. first go to Microsoft Project using the Goto Project toolbar button. To create a PERT chart from a linked file. The Goto PERT Chart EXPERT button is not available (grayed out) if: 1. page 146 . All of your project data and WBS formatting will be contained in the new PERT Chart EXPERT file. 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 . You do not have PERT Chart EXPERT. 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). You can seam lessly transfer projects from WBS Chart Pro to PERT Chart EXPERT and vic e versa.

). which contains the formatting options that are WBS chart-specific (such as custom colors. 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. which contains the data (the task information like names. costs. this option transfers the current WBS chart to Microsoft Project. 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. etc. start dates.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. and the WBS chart file. Display WBS chart of Active Project – Generates a WBS chart of the currently active project in Microsoft Project. box placement. You will then have two files. 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. page 147 .). etc. Goto Project – If this is a Standalone WBS chart. The Microsoft Project file. finish dates. 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. 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.

WBS Chart Pro Options (Tools Menu) Specify the default locations for Documents. This will not overwrite the Views and Page Layouts in the Views folder. Any new charts you create will use these new Views and changed Page Layouts. page 148 . 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. Select the Browse button to select a different Folder. Views and Layouts. Saving your c hart always saves the Views within the chart. 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. When closing a chart – Specify how Views and Page Layouts are saved when closing a chart. Do not save changed Views – Automatically discards any changes to the default Views and Page Layouts. 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. 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. Whenever a new WBS chart is created all of the Views and Page Layouts are copied from this directory into the WBS chart. Prompt to save changed Views – Prompts you to save any changed Views and Page Layouts each time you close a chart. 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. File Locations Documents – Specify the default location to store and retrieve your WBS charts. Saving your chart always saves the Views and Page Layout within the 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). Created from external data – Specify the View to use when you create a WBS chart from an external datasource. 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). 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 149 .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. Initial Views New Projects – Specify the View to use when you create 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.

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

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

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

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

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

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

You can use the Click and Drag operation to perform two different func tions in WBS Chart Pro. See also Insert Task Above Inserts a new task below the selected task. this button is unavailable if you are linked to a Microsoft Projec t plan.Changes the way the immediate subordinates are displayed below the selected Summary Task. See also Zoom Decreases the size of the WBS chart on the screen. Increases the size of the WBS chart on the screen. See also Zoom Switches to Microsoft Project. right.WBS Chart Pro Inserts a new task to the left of the selected task. This is the default mode of operation if this button is not selected. right.PCE file and opened in PERT Chart EXPERT. See also Microsoft Project Transfers the WBS chart to the PERT Chart EXPERT software. This button only changes the arrangement of the items on the next level below the selected Summary Task. In addition. 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. Each tim e you click the Zoom In button it adjusts to the next level of m agnification. go to MS Project and go to PERT Chart EXPERT from there. See also Insert Task Below Switches between “Click and Drag to Move Tasks” mode and “Click and Drag to Create Tasks” mode. The overall arrangement for the entire WBS c hart is set in the page 159 . See also Insert Task Left Inserts a new task to the right of the selected task. below or above the selected task. It is then considered an “ exception” to the overall arrangement of tasks in the WBS c hart. This button displays all items directly below the selec ted Summary Task horizontally (like an Org chart). Click the corresponding Goto WBS Chart Pro button in PERT Chart EXPERT to send it back. To Click and Drag to create a task you must first click on a task and then drag left. See also Insert Task Right Inserts a new task above the selected task. Org Chart Style . Each tim e you click the Zoom Out button it shrinks the WBS chart.0 or greater for this to work. One mode of operation allows you to Click and Drag a task and place it over another task to Move that task. If the current WBS chart is linked to an open Microsoft Projec t plan then this button switches to that plan in Microsoft Project. up or down. The WBS chart (. If this is the case. The data is then stored in Microsoft Project and the WBS chart is “linked” to this Microsoft Project plan. If the button is selected you can Click and Drag from a task to Create a task to the left. You must have PERT Chart EXPERT version 2.WBS file) will be renamed to a .

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

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

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

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

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

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. 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.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. limits the HTML output to be no bigger than a single Browser page based on a sc reen resolution of 1024x768. see Demo Limits page 165 . If your WBS chart is bigger than one page then it will produc e multiple. 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. 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. This template does not specify the Width and Height of a chart but produces one WBS c hart image in the HTML document. printing and saving are disabled when there are more than 50 tasks. Certain features of the Dem o program like creating/modifying tasks. why does it produce so many pages of output? The Save as Web Pages feature uses a Tem plate that. by default.WBS Chart Pro their website at: www. 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.html file in the Save as Web Pages dialog box.com When using the Save as Web Pages option. one page HTML doc uments that you can toggle through using the buttons at the bottom of each HTML page. 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. select the WBSTemplate2.adobe.

Try using the Resources button to assign resource instead of typing them. Using the Predecessor and Suc c essor fields. Day.WBS Chart Pro Error Messages and Prompts Invalid Data You have entered data into a field that is not valid for that field. Hour. finish to finish and start to finish). You don’t have to include the currency symbol but you must enter an amount that can be converted into a currenc y value. To add. 4SS – Makes task #4 the predecessor to the current task with a Start to Start dependency. For exam ple. 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. or 2w for 2 weeks. Below are the m ost c ommon of these messages and a short explanation of each. 4.50 or 50%. FF. Invalid Measurement – Enter a valid measurement.10 – Makes tasks #4. H. Flag fields can only accept Yes or No. Invalid Folder – Enter a valid folder. use the Resources form in the Tools menu. You cannot enter text into a field that only accepts numbers. SS. When assigning resources in the Task Information form. Invalid File – Enter a valid filename avoiding characters like *. Invalid Percent – Enter a valid Percent such as . Invalid Duration – Enter a valid Duration. start to start. W or MO. You must use a valid duration unit suc h as Minute. you must enter the ID# of the task Predecessors or Successors. type 5d for 5 days. You c an also enter the type of dependency by using FS. you must enter the exact name of an existing resource or you will receive the “Invalid Resource” message. or SF (finish to start. including AM or PM if you are using the 12 hour form at. Invalid Dependency – Enter a valid dependency value. Just entering the dependency number defaults to a Finish to Start dependency. Multiple predecessors or successors must be separated by a comma (or by the Windows List Separator). 4FS+5d – Makes task number 4 the predecessor to the current task with a FS dependenc y page 166 . 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. Invalid Number – Enter a valid number. There are several other Yes/No fields and you may get the Invalid Flag message even though they are not Flag fields.6. Invalid Flag – Enter a valid Flag value. Invalid Time – Enter a valid time. Week or Month or the abbreviations M. D. Invalid Resource – Enter a valid resource from the list of Resourc es (as defined in Tools-Resources). #6 and #10 predecessors to the current task. Invalid Date – Enter a valid date. delete or change the names of resources. Invalid Currency – Enter a valid currency amount. ? or /. For example.

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

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. WBS Chart Pro uses DDE and OLE to communicate with Microsoft Projec t and if for some reason this c ommunication is not working. then choose the Close WBS Chart option. Part of the process of transferring the WBS chart to Microsoft Project is to save that file in Microsoft Project. after reinstalling Microsoft Project it still fails. a Macro and Toolbar button to Microsoft Project. try reinstalling Microsoft Project. If you need to make additional changes to the WBS chart then it must reopen the page 168 . This means you are attempting to send a WBS chart to a new Microsoft Project Plan. See Support Cannot save . If this does not work. 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 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.WBS Chart Pro Microsoft Project Messages These are messages that you might see when working with WBS Chart Pro and Mic rosoft Project. 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. If.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 a c omplete explanation. You will be prompted to name and save the new Project before the transfer will begin. This involves transferring the data from WBS Chart Pro to the new Microsoft Project plan. try contacting Critical Tools tec hnical support. Views. 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. 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. 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. it is necessary to copy som e Tables. In order to interact seamlessly with Microsoft Project. this message will appear First. If you have just closed the Microsoft Project plan and are in the process of closing the WBS chart. try closing all open applications and turn your c omputer completely off and then bac k on again. 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.

page 169 . WBS Chart Pro is trying to communicate with a specific version of Microsoft Project and another is incorrectly responding. try opening the specific version of Microsoft Project that you are attem pting to use (and close other versions of Project). The WBS chart and the Project plan will then be linked. If you create the WBS chart from a Project Plan that has not been saved. To resolve this issue. then the WBS chart will not be linked to Microsoft Project Plan. 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. For example. 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. 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. 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. Project 2007 would probably respond and you would receive this error.WBS Chart Pro Microsoft Project plan and you must choose the Re-activate option to do this. 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. 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.

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

For technic al reasons WBS Chart Pro cannot update a calendar in Microsoft Project while a chart is linked. page 171 . 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. To m odify the c alendar.

use the Browse button to loc ate another template. use the Browse button to locate a tem plate. renamed or deleted. If no template is listed. If a template is listed and it was moved to a different folder. 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.

For a complete description of this topic.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 .

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

This may be due to a lac k of available memory. Therefore. 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. even if the ultim ate PNG. 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. it may require a bigger temporary file than the available m emory allows. JPEG or TIFF file is relatively small. or try selecting a Grayscale or Blac k & White image in the Save Picture dialog box.

Select No to save the Web Pages to a new nam e or to a new folder.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. 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. See also Save As Web Pages page 176 .

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

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

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

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. 2. 5. 2. Reinstalling WBS Chart Pro should fix this (reboot first and do not start any other Office applications before reinstalling WBS Chart Pro).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. this is due to using Project 2003 SP2 or SP3. Enter a 2 in the Value Data field and c lick OK. Open Project 2003 SP3. 3. Doubleclick HKEY_CURRENT_USER and then Software\Microsoft\Office\11. try the following: For Project 2003 SP3: 1. Choose Start and select Run. page 180 .0\MS Project\Security Doubleclick the LegacyFiles item on the right and set the number to 2. If reinstalling does not work. 3. Type Regedit and click OK. Click the bottom option to "Allow loading files with Legac y or non default file formats". Microsoft decided to add a feature with these Service Packs that must be turned off. Go to Tools-Options-Security. 4.. For Project 2003 SP2 (only if reinstalling does not fix it): 1. Close Project 2003.. To do this select Edit-New-DWORD Value. Type LegacyFiles as the new name for this option and doubleclick it to open the form. 6. Exit the Registry.

Testing was conducted independently by VeriTest. Inc. Critical Tools' software was independently tested and certified. Company Address 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. In addition. page 181 . Inc. Inc.criticaltools.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. a testing service of Lionbridge Technologies. 7308 West Rim Drive Austin.WBS Chart Pro Contacting Critical Tools. makes and distributes the Windows-based projec t management software. As part of this process. Sales Email: Support Email: sales@criticaltools.com Critical Tools. WBS Chart Pro and PERT Chart EXPERT. online ordering and the latest product announcements.com support@criticaltools. is a Microsoft Certified Partner. Contact: Critical Tools. Inc.

page 182 .com The majority of the time we can respond to your email inquiries the same day. offers free support for the current version of the WBS Chart Pro software. If you do not hear from us in 24 hours.WBS Chart Pro Support Critical Tools. we suggest you em ail again or call us at the number above. Inc. 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. Less frequently it will take us up to 24 hours.

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 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.

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 .

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 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.

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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