Transcript FrontRange Solutions PowerPoint Template

DESKTOP TIPS
Presented by:
Doug Bonebrake
Senior Project Manager
Global Project Office
FrontRange Solutions Inc.
[email protected]
1
Topics
• Add Graphic Indicators
• Create Formulas
• Use Formulas to Change Indicators
• Copy Picture Feature
• Save as Web Page Feature
2
Business Problem
Problem: The boss would like to open the project plan and
have a quick means to identify the tasks that are coming
due within the next five days or are over due.
Solution: Insert Graphic Indicators
Create a formula to calculate days to finish
Use formula to change the indicators
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Insert Graphic Indicator Column
Start by
inserting a
column to the
far left.
4
Insert Graphic Indicator Column
Select a
“Number” field
name. In this
example,
“Number 1” was
used. Also, fill
in the “Title”
text box.
5
Insert Graphic Indicator Column
Right click on
the column’s
heading, then
select
“Customize
Fields” from
the menu.
6
Insert Graphic Indicator Column
Use the
“Rename”
button to
change the
name to
“Status.” Then
click the
“Graphical
Indicator”
button to set
your indicators.
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Insert Graphic Indicator Column
Set the values in
the table, then
click “OK”
8
Insert Graphic Indicator Column
Make sure the
radio button is
set to
“Graphical
Indicator,”
then click OK.
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Insert Graphic Indicator Column
With the
formula off,
you can enter a
value (1 – 3) to
set the color of
the indicator to
reflect status –
or you can use
a formula to
create
warnings.
10
Create Days-To-Finish Formula
Insert and
name a column
as you did
before, then
click on the
“Formula
Button.”
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Create Days-To-Finish Formula
Use the “Field
and “Function”
buttons to
build your
formula – or if
someone has
already figured
it out – cut and
paste it into the
text box.
12
Create Days-To-Finish Formula
DateValue([Current Date])-DateValue([Finish])
This formula converts the Current Date and
Finish Date to values, then subtracts the Finish
Date from the Current Date to calculate the Days
till a task is due. If the value is positive, then the
due date has passed.
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Enter the Warning Formula
Next, go back
to the “Status”
column and
open the
formula
dialogue box.
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Enter the Warning Formula
IIf([% Complete]<100,Switch(([Number3]
<-5),3,[Number3]>=-5 And
[Number3]<0,2,[Number3]>=0,1),3)
If %Complete is less than 100, test Number3. If less
than –5, enter 3 as the value, else, if Number3 greater
than or equal to –5 and Number3 is less than zero, enter
2 as the value, else if Number3 is greater than or equal
to zero, enter 1 as the value.
3 = Green
2 = Yellow
1 = Red
15
Enter the Warning Formula
Now the color
indicators give
you warnings
when a task is
due within five
days (yellow)
or is over due
(Red).
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Business Problem
Problem: You need to share project information with team
members who do not have Microsoft® Project or access to
an enterprise solution such as Project Central.
Solution: Use the “Copy Picture” and “Save as Web Page”
features.
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Solution Application
This solution benefits:
• Project Managers with team members who do not
have access to Microsoft® Project or Project Central
• Project Managers with access to an Intranet but do
not have Project Central implemented
• Consultants managing projects for clients with
limited capabilities
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Sample Task List
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Capture the Picture
Highlight the first row, scroll down to last row, press the
[shift] key and click left mouse button to highlight all
the rows to be captured.
20
Capture the Picture
Click on
the Camera
Icon
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Capture the Picture
Click on “To
GIF Image
File” Radio
button –
Then browse
to name and
specify file
path
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Save the Web Page
From the File
Menu, select
“Save as Web
Page”
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Save the Web Page
Specify file
and path
name, then
click “Save”
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Save the Web Page
Highlight a
standard
report (or
build your
own), then
click on
“Edit”
25
Save the Web Page
Click on the
“Task Mapping
Tab” and make
any desired
changes
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Save the Web Page
Note that you
can change
title entry to
reflect an “As
of” date or
columns you
wish to
display
27
Save the Web Page
Make sure
“Include Image
File in HTML
Page” is
checked
Click on
“browse” to
specify path and
file name –
(Caution, don’t
skip this step)
28
Save the Web Page
Click “Save”
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Sample Milestone Report
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Milestone Report
From the
“Project” menu,
filter for
milestone tasks
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Milestone Report
Capture
picture and
select web
page report
format as
before
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View Files
The .html
file can be
viewed with
your Web
Browser
33
Send Files
To view, both
the .gif and
.html file must
be present.
The .html file
references the
.gif file
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Display Via Intranet
Both the
.gif and the
.html file
must be
provided to
your Web
Master –
Only the
.html file
must be
referenced
by a link
35
Questions?
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