Hi there! My name is Sonia Atchison, and I write some of the Help content you see over on Office Online. I know this may seem like a silly little blog post to many of you, but I remember when I first started using Project and I figured out how to make a field that showed red/yellow/green graphics to indicate progress, I was pretty happy with myself. So I decided that you know what, I bet there are people out there reading this blog right now that would really appreciate a quick rundown of how to make a visual progress indicator.
Create a custom Progress field
First, you have to create a custom field that will hold your status information. On the Tools menu, point to Customize, and then click Fields. Choose an unused text field, and then click Rename. Type "Progress" and then click OK.
Next, you want to identify the different progress values. Under Custom attributes, click Lookup. Use the table to add three values that correspond to red, yellow, and green. In this example, I'll use "On track," "Issues," and "Blocked." Select the Use a value from the table as the default entry for the field check box, click the value that corresponds with green ("On track"), and then click Set Default. Click Close to return to the Custom Fields dialog box.
Finally, you need to identify which graphics to use for each lookup value. Under Values to display, click Graphical Indicators. Use the table to set each indicator, as I've done here:
Click OK when you have the indicators set, and then click OK again to return to the Gantt Chart view.
Insert the Progress field
Next, add the field as a column in the Gantt Chart view using these instructions. The process is fairly straightforward…just right-click the column header to the right of where you want the new column to appear, click Insert Column, find the Progress column, and then click OK.
Use the Progress field
Once the column is added to the view, you can choose the progress for each task in your project, and the red, yellow, or green indicator will appear in the view. I think this is pretty neat, myself!
Need more info?
A video demo of this process can be viewed here, or a Help topic with similar instructions is available here if you need more information!
From Christophe's blog:
Starting February 18th, 2009 at 11 am (EST) we will be running a webcast series every Wednesday that will show how the Microsoft Enterprise Project Management (EPM) Solution and related Microsoft technologies can be deployed to meet varying horizontal scenarios.
Why should customers attend the webcast series?
Please note these webcast are targeted at customers not partners.
Reduce Costs: Seven Steps to Optimize Project Portfolio Selection
Microsoft and UMT Consulting Group invite you to join this complimentary webcast to learn how Microsoft's Enterprise Project Management (EPM) Solution can help identify and select project portfolios that best align with your organizations business strategy whilst optimizing costs.
Registration and Schedule
Capital Planning & Investment Control for Government
Microsoft and Robbins-Gioia invite you to this complimentary webcast to learn how the Capital Planning & Investment Control (CPIC) Solution can help government agencies improve decision making, and effectively control investments throughout their lifecycle.
Registration and Schedule
Connecting the Worlds of Project Portfolio Management & Application lifecycle ManagementMicrosoft invites you to join this complimentary webcast to learn how integrating Portfolio Management (PPM) and Application Lifecycle Management (ALM) processes helps to improve visibility across the entire development lifecycle and in turn connect two disparate worlds.
Growth: Transform Your Business with Innovation Management
You are invited to join this complimentary webcast to learn how Microsoft's Innovation Process Management (IPM) Solution can help organizations to manage the end-to-end innovation process with greater transparency, coordination and discipline.
Maximize Efficiency: Drive ROI by Enhancing Project & Portfolio Execution
Microsoft and Pcubed invite you to join this complimentary webcast to learn how Microsoft's Enterprise Project Management (EPM) Solution can help organizations to improve project and portfolio execution, eliminate costly overruns and enhance operational efficiency and agility.
Looking for more information about the project management field? Office Online has several resources that may help.
· Go beyond Excel for project management
· How your project fits into the big picture
· A short course in project management
· A quick history of project management
Setting up and working with projects
· Develop practical, achievable, and believable quality standards
· Drive the marketing and product requirements process
· Establish and manage the project stakeholders list
· Tried-and-true techniques for shortening projects
· A talk with Bonnie Biafore on tracking project variances
· Leading practices for applying variance data to future projects
· Determining the right threshold for project cost and schedule variances
· A talk with Lonnie Pacelli on introducing change management to your project team
· Use schedule buffers to manage change
Do you want to act like an experienced project manager, but with little additional effort? Then learn how to split your views by using combination view. Project's split view feature has been around for many versions. The more experienced project manager have learned that it can be a very efficient way to modify task and resource information in one place without rummaging around pressing a number of button to do the same things.
Here is how to do it:
1. On the Window menu, click Split. A bottom pane appears. This is a form view. It is very similar to the information dialog. If you right-click in the form, you can select what information is shown in it. There is a resource form and a task form.
2. If you want to apply a different view, click anywhere in the bottom pane.
3. On the View menu, click the view that you want to appear in the bottom pane.
4. If you want to use a view that is not on the View menu, click More Views, click the view that you want to use in the Views list, and then click Apply.
To close the bottom view, click Remove Split on the Window menu.
For example, when you display any task view in the top pane and the Resource Usage view in the bottom pane, the bottom pane shows the resources assigned to the tasks selected in the top pane, along with information about those resources. The resource information shown pertains to all assigned tasks for each resource, not just to the tasks selected in the top pane.
To perform these same actions without a split view, you'd have to click on a task, click the Assign Resources button, and then go back and forth between the dialog box and the view. Or, you'd have to switch to one of the Resource views. Now you can do it all in one place.