Display toolbars

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Display toolbars

Choose View, Toolbars, then choose the toolbar you want to display. A checkmark in front of the toolbar name indicates that it is currently displayed.

Tip

To hide a toolbar, choose View, Toolbars, then choose the toolbar you want to hide.

See Also: Display toolbar text

Display toolbar text

Choose View, Toolbars, then choose the toolbar text you want to display. A checkmark in front of the toolbar text name indicates that it is currently displayed.

Tip 1. Hiding toolbar text provides a larger area in which to display project data. See Also: Display toolbars

Navigation bar
Use the Navigation bar to move between open windows, to display and hide the Directory bar, and to access Help for the current window. The Navigation bar is displayed or hidden when you choose View, Toolbars, Navigation Bar.

Back: Displays the last window you opened. Forward: Displays the next window in a series of windows you opened. The Forward button is available only after you use the Back button to redisplay a previous window. Home: Returns to the Home window. Use the Home window menu to display windows quickly. Dir.: Displays or hides the Directory bar. Help: Opens Help for the current window. Tip

To show or hide Navigation bar button text, choose View, Toolbars, Navigation Bar Button Text.

See Also: Display toolbars

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Directory bar
Use the Directory bar to display windows quickly. Choose View, Toolbars, Directory, to display or hide the Directory bar. You can also click Dir. on the Navigation Bar. Projects: Displays the Projects window. Use to create or edit your organizations projects. Resources: Displays the Resources window. Use to create or edit your organization's resources. Reports: Displays the Reports window. Use to run, add, edit, or delete reports for global data or the open projects. Tracking: Displays the Tracking window. Use to display, add, edit, or delete tracking layouts for the open projects. WBS: Displays the Work Breakdown Structure window. Use to create or edit the open project's work breakdown structure (WBS). Activities: Displays the Activities window. Use to create, edit, or delete activities in the open projects. Assignments: Displays the Resource Assignments window. Use to add, edit, or delete resource assignments for the open projects. WPs & Docs: Displays the Work Products and Documents window. Use to create, edit, assign, or delete work product and documents for the open projects. Expenses: Displays the Project Expenses window. Use to add, edit, or delete expense items for the open projects. Thresholds: Displays the Project Thresholds window. Use to add, edit, or delete thresholds for the open projects. Issues: Displays the Project Issues window. Use to add, edit, or delete issues for the open projects. Risks: Displays the Project Risks window. Use to add, edit, or delete risks for the open projects. See Also: Display toolbars

Toolbar buttons
Use the toolbar buttons to access frequently used commands quickly. The following toolbar buttons are common in the Projects, WBS, and Activities windows.

Project/WBS Table (Projects and WBS windows) Activity Table (Activities window) Gantt Chart

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Relationship Lines (Activities window) Chart View (Projects and WBS windows) Activity Network (Activities window) Activity Details (Activities window) Activity Usage Spreadsheet (Activities window) Activity Usage Profile (Activities window) Resource Usage Spreadsheet (Activities window) Resource Usage Profile (Activities window) Trace Logic (Activities window) Show/Hide Bottom Layout Bars Columns Timescale Filters (Projects and Activities window) Group and Sort (Projects and Activities window) Schedule (Activities window) Level Resources (Activities window) Progress Spotlight Zoom In Zoom Out Zoom to Best Fit

Tip

Move the mouse over each symbol to view its description.

See Also: Display toolbars

General and admin symbols

These symbols represent general and administrative data.

Calendar OBS element Admin superuser Overhead code Notebook topic

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Cost account, Funding source, External application User Security profile Security profile privilege Timesheet

EPS, project, and WBS symbols

These symbols represent EPS, project, and WBS data.

EPS node Project (not open) Opened project What-if project Checked out project Project code WBS element, WBS category Expense item Budget log item Baseline WBS milestone

Activity symbols
These symbols represent activity data.

Activity (Not started) Activity has been marked as Started Activity has been marked as Finished Activity codes Activity successor Activity predecessor Activity resource assignment Activity step

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Resource and role symbols

These symbols represent resource and role data.

Resource, Labor Resource, Non Labor Resource is also a Timesheets user Resource code Resource units and prices Role Resource assigned to current project Resource, Material

Report and layout symbols

These symbols represent report and layout data.

Report Group, Batch Reports Report Report Wizard Global Layout User Specific Layout, Tracking Layout Filter

Issue, risk, and threshold symbols

These symbols represent issue, risk, or threshold data.

Issue Risk Threshold

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Work product and document symbols

These symbols represent work product or document data.

Work Product or Document Work Product or Document Deliverable

Using Hint Help

Field descriptions, called Hint Help, are provided for column values in various windows. To access Hint Help

Click the Display/Layout Options bar, then choose Hint Help. Move the mouse pointer over any column. Choose the Hint Help command again to turn off Hint Help.

Windows and dialog boxes

Windows and dialog boxes contain a number of special and unique features. Status bar The Status bar is a message bar at the bottom of the window that displays a description of the selected menu command, the name of the current layout and filter, and other messages. Options bar Most windows and dialog boxes include an Options bar at the top of the screen that contains a number of commands that enable you to customize the current display. Click the Options bar to display a menu of the commands available for that window or dialog box. You can also view hierarchical information, such as the work breakdown structure, in table (list) or chart (hierarchy) format.

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Choose the Chart View command again to switch the view to Table View. Note

When you view data in Chart format, you can display up to 2,000 boxes.

Display window details

You can display detail information for many elements, such as projects, resources, activities, risks, and funding sources.

To display details, click the Display Options bar, then choose the Details option. For windows that include bottom and top layouts, for example, the Projects window, click the Display Options bar, choose Bottom Layout Options, then choose the Details option.

Note

In the Activities window, click the Layout Options bar, then choose Show on Bottom, Activity Details.

Wizards
Wizards are a great way to speed up your work. They quickly guide you through repetitive tasks, doing most of the work for you. The wizards help you

Create projects Import methodologies from Methodology Management Set administrative preferences Add activities Add resources Create reports

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Import projects Export projects Check in projects Check out projects

You can choose to launch the New Activity and New Resource wizards automatically when you add a resource or activity. Other wizards are available when you select the applicable menu option, for example, project check in/check out, or when you select a dialog box option, for example, administrative preferences. See Also: Navigate wizards

Navigate wizards

To move between wizard windows, click Prev or Next. To save changes and close a wizard, click Finish. To exit a wizard without saving your changes, click Cancel.

See Also: Set wizard options

Select and assign information

Many of the fields provide a Select dialog box that lists the available entries. 1. Click in the field or in the open tab or dialog box. .

2. Select the item you want to use, then click - Or To replace a value, click To remove a value, click 3. If necessary, click Note

. .

In some tabs and dialog boxes, you can remove an item by selecting it and clicking .

See Also: Search for items in Select and Assign dialog boxes

Search for items in Select and Assign dialog boxes

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You can press Ctrl+F to search for specific items in most Select and Assign dialog boxes. This enables you to quickly find the value you want to select/assign, without having to click through the entire hierarchy to find the value. 1. Click Ctrl+F in the Select or Assign dialog box. 2. Type the value you need to find. 3. Click Find Next. Note

This is especially helpful when assigning predecessors, successors, activity codes, project codes, and resource codes.

See Also: Select and assign information

Global data vs. project-specific data

You can store project data at an enterprise level and a project level. Whether the data you store are global or project-specific depends on the data type.

Global data are defined at the enterprise level and are available to all projects across the enterprise. Examples of global data include the EPS and OBS, and resource and role information. Project-specific data are defined at the project level and are available only to that project. Examples of project data include activities, WBS, and work products and documents.

Some data can be defined at either a global or project level. For example, you can create global calendars to define available workhours that apply to all projects, and project calendars to define available workhours unique to a specific project.

Display global data

1. Start the module and type your login name and password. 2. Click Open Global Data in the Welcome dialog box. You can also click any of the buttons in the Enterprise Data section of the Home window.

Display project-specific data

1. Start the module and type your login name and password. 2. Click Open Existing and select a project, or click Open Last in the Welcome dialog box. You can also click any of the buttons in the Project Data section of the Home window.

Use shortcut menus

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Instead of using standard menus and buttons, you can also use the right mouse button to access frequently used commands.

To use shortcut menus, right-click an element or the white space in any window, then choose the appropriate command.

Select multiple items

To select a group of items that are next to each other in the display, press the Shift key, click the first item in the group, then click the last item in the group. To select multiple items that are not next to each other in the display, press the Ctrl key, then click each item you want to select.

Set the language for displaying data

1. Choose Tools, Set Language. 2. Select the language in which to display data in menus, dialog boxes, and messages. 3. Click OK. Note

This option does not affect the data you enter; this information appears exactly as typed.

Quickly enter the same text in multiple table rows

In some table format display columns, you can use the Fill Down feature to quickly enter the same text in successive rows.

To copy text from one row to successive rows within a column, select the row containing the text you want to copy and the rows you want to copy the text to, then choose Edit, Fill Down. See an example

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