Tutorials

Thelessonschedulesforthesetutorialswereinstalledwhenyouin
stalledMilestonesSimplicity2010.TheycanbeaccessedunderFile|
OpenaFile|LessonChart.

Ifyouhaveanyquestions,comments,orsuggestionsaboutthese
lessons,don'[email protected].

19892010KIDASASoftware,Inc.AllRightsReserved

Lesson1GettingStarted
Inthislessonyouwilllearnhowto:

MilestonesSimplicity'sComboToolbox.
EnterProjectSteps.
AddSymbols(milestones)andHorizontalBarstoYourScheduleusingtheComboToolbox.
AddaColumn.
MoveaColumn.
AddaScheduleTitle.
OpentheScheduleforthisLesson.

1. OnthetoolbarchoosetheFiletab.
2. IntheFilesandTemplates:OpenandSaveOptionssec
tion,clickthe
downarrownexttoOpen.
3. ChooseLessonChart.
4. SelectLesson1StarterSchedule.mld.
5. Savethescheduletoanaccessiblefolderonyourhard
drive,suchasyourDocumentsfolder.ChooseFiletab,in
theFilesandTemplates:OpenandSaveOptionssection
clickSaveAs...chooseChart.Thiswillinsureyouhave
accesstosavingandeditingofthistutorialfile.
Note:

Thetextinthebubblesisdisplayedforillustrationpurposes
(youwon'tseethemonyourschedule).ThearealabeledCol
umniswhereyouwillenteryourprojectsteps.ScheduleArea
iswhereyouwilladdsymbolsandhorizontalbarsbasedon
thedatesthatappearinthearealabeledHeadings.TheEn
hancedToolbarisafastwaytoperformbasictaskswithout
havingtopulldownamenu.YouwillusetheToolboxtobuild
theschedule.

Lesson1StarterSchedule

MilestonesSimplicity'sComboToolbox.
ThetoolboxforthislessoncontainstworowsofTools,tworowsofSymbol+BarCombinationsandonerowofVertical
Links:
Tools:
BigPlus

isforaddinginformationtotheschedule.

TheArrow

isformakingchangestotheschedule.

TheBigT(text)
Theline

allowsyoutoaddfreeformlinesegmentstotheschedule.

Thesquare
Thecircle
Symbols:

isforaddingtexttotheschedule.

allowsyoutoaddfreeformboxestotheschedule
allowsyoutoaddfreeformellipsestotheschedule.

usedtodepictspecificdates

HorizontalBar:
Verticallinks:

usedtoshowspanofaproject
usedtoshowdependencies

Note:

Rightclickthetoolboxtochangeitsattributes.
1-1

Toolbox

Entertheprojectsteps.

1. Clickthetexttool

inthetoolbox.

2. InthefirstspacebelowthecolumnheadingProjectSteps,clickonce.
3. Typein:Getmaterials.Thenpressthedownarrowonyourkeyboard.This
willtakeyoutothenexttaskrow.(Ifyouprefer,youcanclickwithyour
mousewithinthecellofthenexttaskrow.)
4. Typein:Tearoffoldroof.Pressthedownarrowonyourkeyboardtomove
downtothenextrow.
5. Typein:Putdowntarpaper.Pressthedownarrowonyourkeyboardto
movedowntothenextrow.

EnterProjectSteps

6. Typein:Nailonshingles.Hereiswhatyouwillsee:
Note:

Ifyoumadeanymistakes,dontworry.Mistakesareeasyto
correct.Clickonthetextyouneedtochangeorrightclickon
thetaskrowthatyouwanttocorrectandchooseEditTask
fromthepopupmenu.

PressingEnterinthelastrowonyourpagemaytakeyouto
anew(blank)page.Ifthishappens,usethePageUpkeyto
movebacktoPage1orchoosetheEdittabintheDelete
sectionchooseCurrentPage.
ProjectSteps

AddSymbols(milestones)andHorizontalBarstoYourScheduleusingtheComboToolbox.
Addthebarforthe"Getmaterials"step
1. Clickonceonthesmallplustotheleftofthefirstsymbol+bar+symbolcombinationinthe
toolbox,asshown(notetheentirerowishighlightedinlightblue):
2. MovethemouseintothescheduleareatotherightofthewordsGetmaterials,thecursor
willchangetocrosshairswiththedate.

ToolboxSelection

Cursor

3. WhenthedatedisplayednexttothecursorisTuesday10/12/10.
A. Clickdown(andhold)withtheleftmousebutton.
B. Dragtwodaystotheright,Thursday10/14/10.
C. Releasethemousebutton.Thesymbol,bar,symbolisaddedtotheschedule.

Symbol,Bar,Symbol

1-2

Addthebarforthe"Tearoffoldroof"step
1. MoveyourmouseintothescheduleareatotherightofTearoffoldroof.
2. WhenthedatedisplayednexttothecursorisWednesday10/13/10,
A. Clickdown(andhold)withtheleftmousebutton.
B. DragtotherightandreleasethemouseonMonday10/18/10.You
shouldseethis:
Symbol,Bar,Symbol

Addasinglemilestoneforthe"Putdowntarpaper"step
1. MoveyourmouseintothescheduleareatotherightofPutdowntarpaper.
2. Thistime,youwillnotbedraggingthemouse.Whenthedatenexttothecursor
indicatesTuesday10/19/10,clickoncewiththeleftmousebutton.Thisaddsa
singlemilestone:

Addthebarforthe"Nailonshingles"step

Bar

Nowgoaheadandaddasymbol,bar,symbolcombinationforNailonshin
gles.ThestartdateforthisstepisWednesday10/20/10andtheenddateis
Friday10/22/10.Yourscheduleisalmostdone:

Symbol,Bar,Symbol

AddaColumn.
NowweyouaregoingtoaddanEndDatesmartcolumn.Thiscolumnisgoingtoautomaticallyfillwitheachtasksenddate.
1. ChooseInserttab.
2. IntheRows,ColumnssectionchooseNewColumn.
3. SelectEndDate.

EndDateColumn

1-3

MoveaColumn.
1. Clickthearrowtool

inthetoolbox.

2. Movethecursortothetopborderofthecolumntobemoved(thelinejustaboveFinish,inourexample.).The
cursorshouldchangetotheinsertioncursor.
3. Clicktheleftmousebuttonanddragthecolumntotherightuntilyouseetheinsertionmarker
wherethecolumnwillbeinserted.

indicating

4. Releasethemousetodropthecolumnattheinsertionpoint.
Theexamplesshowmovingacolumnfromtheleftsideofthescheduletotherightside.

ColumnMoveCursor

InsertionCursor

ColumnMoved

AddaScheduleTitle.
1. ChoosetheInserttab.
2. InthetitlesectionchooseInsert/EditChartTitle,Specify
Titledialogboxappears
3. TypeinRoofingProjectasshown.
4. ForJustificationchooseLeftasshown.
5. ForTitleBackgroundColorOverridechoosetheChange
buttonandselectblueasshown.
6. UnderBorder,TitleWidth,ShadowcheckonDrawBor
derforWidth:chooseTitleTextasshown.
7. UnderBorder,TitleWidth,ShadowcheckonDraw
ShadowchoosetheChangebuttonandselectblueas
shown.
8.

CheckonInsertExtraSpaceUnderChartTitleasshown.

9.

ClickOK.

ScheduleWithATitle

1-4

SpecifyTitleDialogBox

Lesson2WorkingwithText
Inthislessonyouwilllearnhowto:

DisplaytheCurrentDateandPageNumber.
AddaBlockofFreeformText.
CustomizeFreeformTextbyChangingItsAttributes.
AddDatestoSymbols.
AnnotateaSymbolUsingSymboltext.
AddTextinTheMiddleofaBarUsingSymbolText.
OpentheScheduleforthisLesson.

1. OnthetoolbarchoosetheFiletab.
2. IntheFilesandTemplates:OpenandSaveOptionssection,click
the
downarrownexttoOpen.
3. ChooseLessonChart.
4. SelectLesson2StarterSchedule.mld.
5. Savethescheduletoanaccessiblefolderonyourharddrive,such
asyourDocumentsfolder.ChooseFiletab,intheFilesandTem
plates:OpenandSaveOptionssectionclickSaveAs...choose
Chart.Thiswillinsureyouhaveaccesstosavingandeditingofthis
tutorialfile.

Lesson2StarterSchedule

DisplaytheCurrentDateandPageNumber.
Pagenumber
1. OntheViewtabintheOptionalsectioncheckonPageNumber.
2. Clickingonceontheactualpagenumberintheschedulewillcausethetoolbarto
changeandprovideyouwithoptionstochangetheattributesofthepagenumber.

CurrentDate
1. ChoosetheDatestabintheCurrentDatesectioncheckonDisplayDateDisplay
Date.
2. Clickingonceonthecurrentdatewillcausethetoolbartochangeandprovide
youwithoptionstochangetheattributesofthecurrentdate.

Note:
It'spossibletodisplaythecurrentdateandpagenumberanywhere
onyourscheduleusingfreeformtextand"substitutabletextstring"
options.Forexample:
Thefreeformtextstring"Page&curpageof&maxpage"displaysas
"Page1of3"onthefirstpageofa3pageschedule.
Thefreeformtextstring"&date"displaysthecurrentdate.

PageNumber

DisplayDate

DisplayedPageNumberAndDate

2-1

AddaBlockofFreeformText.
1. Clickinthe

texttooltoolbox.

2. Clickintheschedulearea,totherightoftheNailonshingles
step:

EnterFreeformText

3. Type3Mancrewtoarrive.
4. PressEntertosplitthetextontoanewline.
5. Typeby8amdaily.
FreeformText

CustomizeFreeformTextbyChangingItsAttributes.
1. Clickingonceonthefreeformtextwillcausethetoolbartochangeandprovideyouwithoptionstochangethe
attributesofthefreeformtext.

FreeformTextAttributeOptions

2. IntheFontsectionchangethe:
a. FonttoArial
b. Sizeto24
FreeformTextRevised

c. HorizontalAlignmenttoCenter
d. TextStylecheckonBold,Italic,Underline
e. TextColortodarkpurple.
3. IntheBackgroundColorsectionchangethe:
A. SetFillColortolightpurple
B. SpecialEffectstoFadetoBottom
C. CheckoffTransparent
4. CheckonShowShadowandSetShadowColortodarkpurple

2-2

AddDatestoSymbols.
1. Inthetoolbox,doubleclickthe symbolthatisusedforthestart
symbolsonyourschedule.ThisbringsuptheSymbolOptionsdia
logbox.
2. IntheSymbolOptionsdialogboxclicktheTextandDateProper
tiestab.
3. UnderDatePlacement,chooseAboveandCenter.
4. ClickOK.Eachstartsymbolnowhasadatedisplayedaboveit:
Note:

Justthemonthanddayaredisplayedforsymboldatesinthisex
ample.Ifyouwouldlikeadifferentdateformat,choosetheDates
tabintheDateRelatedSettingssectionclickSetSymbolDateFor
mat.

SymbolDates

AnnotateaSymbolUsingSymboltext.
1. Clickthe

arrowtoolinthetoolbox.

2. ClicktheendsymbolfortheGetMaterialsstep.ThetoolbarchangestoCurrentObjectSymbol.
3. AtthebottomofthetoolbarclicktheTexttab.

SymbolTextAttributeOptions

4. IntheTextsection:
A. InLine1:typeinMaterials
B. InLine2:typeinTarpaper,shingles,nails
C. InDateSuffixtypeinEst.
D. IMPORTANTclickonApplyTextChanges
5. IntheTextsectionnexttoLine1:MaterialschooseTextOverridetheSymbol
TextLine1Overridesdialogboxappearschange:
A. TextColorOverridetolightpurple
B. IntheTextAttributesOverridessectioncheckonBoldOverride
6. IntheTextPlacementsectionchange:
A. Vertical:toAbove

TextLineOverride

B. Horizontal:toRight
7. IntheDatePlacementsectionchange:
A. Vertical:toBelow
B. Horizontal:toCenter

SymbolText

2-3

AddTextinTheMiddleofaBarUsingSymbolText.
1. Clickthe

arrowtoolinthetoolbox.

2. ClickthestartsymbolfortheTearoffoldroofstep.ThetoolbarchangestoCurrentObjectSymbol.
3. AtthebottomofthetoolbarclicktheTexttab.

SymbolTextAttributeOptions

4. IntheTextsection:
A. InLine1:typeinSmithConst.
B. IMPORTANTclickonApplyTextChanges
5. IntheTextPlacementsectionchange:
A. Vertical:toMiddle
B. CheckonCenterTextonBar

TextOnABar

MoreaboutMilestonesSimplicityandText

Symboltextisthebestwaytoannotatelargeschedules,especiallyifyouneedtextto"stick"toataskorsymbol
DefaultSymboltextisappliedtosymbolsbydoubleclickingasymbolintheToolboxandchoosingtheSymbol
Optionsdialogbox,DefaultTexttab.Eachtimethesymbolisaddedtotheschedulethedefaulttextalsogets
added.Symbolsalreadyontheschedulewillnotbeaffectedbytheaddingofdefaultsymboltext.

Freeformtextismostusefulforblocksoftextthatareindependentofanytaskorsymbol.Freeformtextwillnot
movewithataskrowitisindependentofanyobject.

GloballychangeanytextstylechoosetheFormattabDefaultTextsection.
Doyouwanttoaddlengthynotestoasymbol,butnotdisplaythenotesontheschedule?Tryusingsymbolnotes.
Clickanysymbolonyourschedule.ThetoolbarwillchangetoSelectiontabCurrentObjectSymbol.choosethe
notestabatthebottomofthetoolbar.TypeinthenotesitisveryimportanttochooseApplyTextChangesto
avoidlosingyourtypedintext.

Doyouwanttodisplaytheschedule'sfilename?Justusefreeformtextandtypeinsomethinglikethis:Myfile's
nameis&filename.Then,whenyouclickawayfromthetext,MilestonesSimplicitywillsubstitutetheactualfile
nameandgiveyousomethinglikethis:Myfile'snameisc:\myschedulefiles\factoryschedule.mls

2-4

Lesson3CustomizingtheToolbox
Inthislessonyouwilllearnhowto:UnlockToolboxfromsidebar.

ChangetheAppearanceofaSymbolintheToolbox.
ChangetheAppearanceofaHorizontalBarintheToolbox.
ChangetheAppearanceofaVerticalLinktheToolbox.
ChangethelookoftheToolbox.

OpentheScheduleforthisLesson.

1. OnthetoolbarchoosetheFiletab.
2. IntheFilesandTemplates:OpenandSaveOptionssection,
clickthe
downarrownexttoOpen.
3. ChooseLessonChart.
4. SelectLesson3StarterSchedule.mld.
5. Savethescheduletoanaccessiblefolderonyourharddrive,
suchasyourDocumentsfolder.ChooseFiletab,intheFiles
andTemplates:OpenandSaveOptionssectionclickSave
As...chooseChart.Thiswillinsureyouhaveaccesstosaving
andeditingofthistutorialfile.
Lesson3StarterSchedule

ChangetheAppearanceofaSymbolintheToolbox.
Anysymbolinthetoolboxcanbecustomizedforyourneeds.Whenachangeismadetoasymbolinthetoolbox,andthat
symbolcurrentlyexistsontheschedule,thatsymbolontheschedulechangesaccordingly.
RedTriangle
1. First,noticethateachtaskrowcontainsaredtrianglesymbol,and
thesamesymbolisinthetoolbox.Additionally,theredtriangleap
pearsinthelegendbelowtheschedule.
2. Inthetoolbox,doubleclickontheredtrianglesymbol.Thisbringsup
theSymbolOptionsdialogbox.
3. UnderStandardShapes,scrollandselectthe28thsymbol(thenull
symbol).
4. ClicktheTextandDatePropertiestab.
5. UnderDatePlacement,chooseHide.
6. UnderTextPlacement,chooseHide.

SymbolOptions

7. ClickOK.
Note:

Allredtrianglesymbolsontheschedulehavebeen
changedtonullsymbolswithnodates.Theredtrianglein
thelegendchangedaswell.

ChangedSymbol

3-1

GreenUpsideDownTriangle.
1. Inthetoolbox,doubleclickonthegreenupsidedowntrianglesymbol.
ThisbringsuptheSymbolOptionsdialogbox.
2. UnderStandardShapes,scrollandselectthe43rdsymbol(arrowhead).
3. ClicktheColor/Pattern/Size/Shadowtab.
4. UnderOutlineColor,scrollandchooseBlue.
5. UnderFillColor,scrollandchooseCustomBlue.
6. UnderShadows,checkShowShadowonSymbol.Acheckmarkindicates
thisfeatureisturnedon.
7. UnderSize,chooseMediumfortheSize.indicateswhichsizeofshadow
willbeappliedtothesymbol.
8. ForshadowColor,chooseNavy.
9. ClicktheTextandDatePropertiestab.
10. UnderDatePlacement,chooseAbovethenCenter.
11. UnderTextPlacement,chooseHide.
SymbolOptions

12. ClickOK.
13. Ifamessageaboutsymbolplacementappears,thenselectYes.
Note:

Allgreenupsidedowntrianglesymbolsontheschedulehavebeen
changedtobluearrowheadsymbolswithdatesabovethesymbol.

ChangedSymbol

ChangetheAppearanceofaHorizontalBarintheToolbox.
Whenyoumakeachangetoabarinthetoolbox,andthatbaralreadyexistsontheschedule,allincidentsofthatbarson
theschedulewillchange.
1. Inthetoolbox,doubleclickonthebluebarthatisbe
tweenthenullsymbolandthebluearrowhead.This
bringsuptheBarOptionsdialogbox.
2. KeepthesameBarType.
3. UnderFillColor,choosechangebuttonandpicklightblue.
4. UnderLineColor,choosechangebuttonandpickblue.
5. UnderTypeofEffect,clickthedownarrowandchoose
FadetoLeft.
6. UnderShadowSettings,checkShowShadow.
BarOptions

7. ForShadowSize,chooseMedium.
8. ChooseaShadowColorchoosechangebuttonandNavy.
9. ClickOK.
Note:

Now,thebarfadesfromwhitetoblue.Noticethelegendentry
alsoreflectsthebarchanges.

ChangedBar

3-2

ChangetheAppearanceofaVerticalLinktheToolbox.
1. Doubleclickthefirstverticalbarinthetoolbox.Thisbrings
uptheVerticalLinkOptionsdialogbox.
2. UnderColor,scrollandchooseLimeGreen.
3. UnderLinePattern:choosedashedline
4. UnderShape,scrollandchoosenumber3.
5. ForArrowheadType,chooseTriangular.
6. ForArrowheadSize,chooseLarge.
7. ClickOK.

VerticalLink

Note:

TheBlackverticallinkisnowagreendashedarrow.

ChangedVerticalLink

ChangethelookoftheToolbox.
Byrightclickingthetoolboxyoucanchangethelookofthetoolboxbyselectingfromthemenuoptions.
Toolboxposition:
Undocked:
RightclickthetoolboxandchoosetheSidebarOptions.ChooseDonotshowSidebar.YouwillhavetocloseMile
stonesandopenMilestonesfortheoptiontotakeeffect.
DockedtotherightoftheMilestoneswindow:
RightclickthetoolboxandchoosetheSidebarOptions.ChooseShowsidebaronright.YouwillhavetocloseMile
stonesandopenMilestonesfortheoptiontotakeeffect.
DockedtotheleftoftheMilestoneswindow:
RightclickthetoolboxandchoosetheSidebarOptions.ChooseShowsidebaronleft.YouwillhavetocloseMile
stonesandopenMilestonesfortheoptiontotakeeffect.
Hidden:
Tohidethetoolboxitmustbeundocked.RightclickthetoolboxandchooseHideToolbox.Toturnthetoolbox
backonchoosetheViewtabintheOptionalItemssectioncheckonToolbox.

Undocked

LeftDocked

3-3

RightDocked

ToolboxType
Standard:
OriginalMilestonestoolbox.Thestandardtoolboxcon
tains2rowsoftools,upto8rowsofsymbolsforatotal
of36symbols,upto8rowsofhorizontalbarsforatotal
of16barsandupto2rowsofverticallinksforatotalof
8verticallinks.
Combo:
Thecombotoolsboxessymbol,bar,symbolcombina
tionscanbesetupforeasyadditiontoaschedule.The
combotoolboxcontains2rowsoftools,upto16rowsof
symbol,bar,symbolcombinationsandupto2rowsof
verticallinksforatotalof8verticallinks.
Toswitchbetweenthetoolboxesrightclickthetoolbox
chooseSwitchto.
Tochangetheattributes,numberofsymbols,bars,verti
callinks,orhighlightinginthetoolbox.Rightclickthe
toolboxandchooseToolboxProperties.TheCustomize
ToolboxSize,Type,Highlightdialogboxwillappear.

Standard

Combo

Onceyouhavecustomizedthetoolboxyoucancopythetoolboxand
pastethetoolboxintoanotherschedule.
1. RightclickthattoolboxandchooseCopyToolbox.
2. OpenanotherMilestonesschedule.
3. RightclickthattoolboxandchoosePasteToolbox.
ToolboxProperties

YoumustopenthescheduleinthesameinstanceofMilestones.

3-4

Lesson4WorkingwithDependencies
Inthislessonyouwilllearnhowto:

SetupDependenciesforaProject.
TurnonDependencyModeandAdjustTasksUsingDependencies.
AdjustTasksandtheEntireScheduleUsingShiftAllDates.

OpentheScheduleforthisLesson.

1. OnthetoolbarchoosetheFiletab.
2. IntheFilesandTemplates:OpenandSaveOptionssection,click
the
downarrownexttoOpen.
3. ChooseLessonChart.
4. SelectLesson4StarterSchedule.mld.
5. Savethescheduletoanaccessiblefolderonyourharddrive,such
asyourDocumentsfolder.ChooseFiletab,intheFilesandTem
plates:OpenandSaveOptionssectionclickSaveAs...choose
Chart.Thiswillinsureyouhaveaccesstosavingandeditingofthis
tutorialfile.
Lesson4StarterSchedule

SetupDependenciesforaProject.
Herearethedependencieswearegoingtosetupforthisschedule:

ManufacturecanbeginonlyafterDesignisfinishedandDesigncanbeginonlyafterPlanisfinished.

TestcantbestarteduntilDesignisfinished

MarketcantbestarteduntilTestisfinished.

ManufacturecanbeginonlyafterDesignisfinishedandDesigncanbeginonlyafterPlanisfinished.
Addaverticallinkfrom"Plan"to"Design"and"Design"to"Manufacture"
1. Clickinthe

arrowtoolinthetoolbox.

2. Clickonce

onblackverticallinkinthe.

3. HoldtheCtrlkeyonthekeyboard,andclickonceonthewordPlan,then
onceonDesign,andonceonManufacture.Now,releasetheCtrlkey.
4. Thosethreetaskrowsshouldbehighlightedinblack.
5. NextchooseInserttabintheVerticalLink(s)sectionchooseVerticallinks
betweenselectedtaskrows.ThiswillbringuptheCreateVerticalLinks/
Dependenciesdialogbox.

HighlightedTasksToBeLinked

6. UnderTypeofSymbolstoLink,chooseLinknormalsymbols.
7. UnderDirectiontoLink,chooseDownward.
8. UnderTypeofLink,choose(FS)FinishtoStart(connectstheendsymbols
ononetaskrowtothestartsymbolsonthenexttaskrow).
9. PressOK.Clickoutsideofthescheduletoeliminatethetaskrowhighlight.
Thetaskswillnowhaveblackverticallinksbetweenthem.

LinkedTasks

4-1

TestcantbestarteduntilDesignisfinished.
Addaverticallinkfrom"Design"to"Test"
1. Clickinthe
2. Clickonce

arrowtoolinthetoolbox.
onblueverticallinkinthetoolbox.

3. HoldtheCtrlkeyonthekeyboard,andclickonceonthewordDesign,
andthenonceonTest.Now,releasetheCtrlkey.
4. NextchooseInserttabintheVerticalLink(s)sectionchooseVertical
linksbetweenselectedtaskrows.ThiswillbringuptheCreateVertical
Links/Dependenciesdialogbox.
5. UnderTypeofSymbolstoLink,chooseLinknormalsymbols.
LinkedTasks

6. UnderDirectiontoLink,chooseDownward.
7. UnderTypeofLink,choose(FS)FinishtoStart

8. PressOK.Clickoutsideofthescheduletoeliminatethetaskrowhighlight.Thetaskswillnowhaveabluevertical
linksbetweenthem.
MarketcantbestarteduntilTestisfinished.
HereisanotherwaytoaddaverticalLinkfrom"Test"to"Market"
1. Inthetoolbox,clickonceonthe

plustool.

2. Ontheschedule,clickonceontheendsymbolforTest
3. Inthetoolbox,clickonceonthered

verticallink.

4. Ontheschedule,clickonceonthestartsymbolforMarket.Thetaskswill
nowhavearedverticallinksbetweenthem.

LinkedTasks

TurnonDependencyModeandAdjustTasksUsingDependencies.
TurnonDependencyMode
1. ChooseTheDatestabintheDateRelatedSettingscheckonDependencyMode.WhenactivatedDep.Mode:On
willbevisibleinthelowerrightcorneroftheMilestoneswindow.
Adjusttheschedule
ThescheduleshowsthePlanstageissupposedtobecompletedJanuary19th.However,duetounforeseentechnicaldiffi
culties,thePlanstagewillnotbecompleteuntilFebruary8th.Toadjustthescheduletoreflectthechange:
1. Clickthe

arrowtoolinthetoolbox.

2. OntheenddatesymbolforPlan,clickandholdusingtheleftmouse
button.
3. DragthesymboltotherightuntilyoureachFebruary8th,thenre
leasethemousebutton.

SlippedTask

Note:

Allofthedependenttaskshaveslippedbythesameamountoftime:

DependentTasksSlip

4-2

AdjusttheEntireScheduleUsingShiftAllDates.
Supposeyourentireprojectscheduleneedstobemovedforwardbecauseitcannotstartatthescheduledtime.Theentire
schedulecanshiftusingtheShiftAllDatesoptions.
1. ChooseDatestabintheDateRangeToolsectionchooseShiftalltask
dates.TheShiftallDatesforScheduledialogboxappears.
2. ForNumberofWorkingDaystoShift,enter30.
3. ClickForwardsothatitisselected.
4. ClickResetScheduleStartandEndDatessothatitisnotchecked.
5. ClickOK.Yourschedulehasbeenshiftedahead30days:

EntireScheduleShifted30Days

4-3

Lesson5OutliningyourSchedule
Inthislessonyouwilllearnhowto:
SetUpIndentingforaColumn.
OutlinetheStepsintheProject.
InsertanOutlineLevelColumn
SetShading,Gridline,andTextpropertiesforeachOutlineLevel.

OpentheScheduleforthisLesson.

1. OnthetoolbarchoosetheFiletab.
2. IntheFilesandTemplates:OpenandSaveOptionssection,click
the
downarrownexttoOpen.
3. ChooseLessonChart.
4. SelectLesson5StarterSchedule.mld.
5. Savethescheduletoanaccessiblefolderonyourharddrive,such
asyourDocumentsfolder.ChooseFiletab,intheFilesandTem
plates:OpenandSaveOptionssectionclickSaveAs...choose
Chart.Thiswillinsureyouhaveaccesstosavingandeditingofthis
tutorialfile.
Lesson5StarterSchedule

SetUpIndentingforaColumn.
TheTabkeyandtwotoolbariconsallowyoutochangetheoutlinelevelofeachtask.
Setupindentingforacolumn
1. Clickinthe

arrowtoolinthetoolbox.

2. ClickonthePROJECTScolumnheading.Thetoolbarwill
changetotheSelectiontab.ClickonswitchtoColumn
3. IntheColumnTypeandFormatsectionenter0.20forIndentperOutlineLevel.Important:presstheapplybut
ton.Youwillnotnoticeanydifferenceonyourschedule.

5-1

OutlinetheStepsintheProject.
Next,youwillindenttheprojectstepsundereachstreetaddress,therebychangingtheirOutlineLevelfrom1to2.
1. Clickthe

arrowtoolinthetoolbox.

2. HoldingtheCtrlkeydown,inthePROJECTcolumn,clickonceon
eachoftheprojectstepsthatisnotanaddress.(Whenselected,
thetaskrowwillhighlightinblack.)
3. ClickonceontheOutlineLevelicononthe
toolbartochangeallofthesestepstolevel2.
4. Clickwithinthescheduleareatodeselecttheprojectsteps.

SelectedTask

Note:

Theprojectstepsundereachstreetnameareindented:

TasksIndentedToLevel2

Next,youwillindentselectedtasksfromOutlineLevel2to3.
1. Click

thearrowtoolinthetoolbox.

2. HoldingtheCtrlkeydown,clickonceonthewordPoolPlumbing
andonceonthewordHookupWaterforeachstreetaddress
3. ClickonceontheOutlineLevelicononthe
toolbartochangeallofthesestepstolevel3.
4. Clickwithinthescheduleareatodeselecttheprojectsteps.

SelectedTask

Note:
TheprojectstepsunderPlumbingforeachstreetnamearein
dented:

TasksIndentedToLevel3

5-2

InsertanOutlineLevelColumn
NowweyouaregoingtoaddanOutlineLevelsmartcolumn.Thiscolumnis
goingtoautomaticallytelltheoutlinelevelofeachtask.
1. OnthetoolbarchoosetheInserttab.
2. IntheRowsandColumnsectionchooseNewColumn.
3. InthedropdownboxselectOutlineLevel.

OutlineLevelColumn

SetShading,Gridline,andTextpropertiesforeachOutlineLevel.
1. Click

thearrowtoolintheToolbox.

2. HoldingdowntheCtrlkeyselect301Sunspotand455Tombstone,theoutlinelevel1steps.
3. ThetoolbarwillchangetotheSelectiontab.
4. IntheTaskRowSettingssectionchooseMoreTaskRowOptions.
5. InthedropdownmenuchooseGridline/Shade.TheHorizontalGridProp
ertiesforSelectedTasklinesdialogboxappears.
6. ChooseApplyNewSelectiontoallThreeSections.
7. ChoosetheShadingtab.
8. UnderLeftColumnschooseShadetheTaskRows.Notealltheothersec
tionsofShadetheTaskRowsarealsoselected.
9. UnderShadeColorchoosetheChangebutton.
10. Selectlightyellow.
11. PressOK.NotealltheothersectionsofShadeColornowshowlightyellow.

HorizontalGridlineProperties

12. PressOKagain.
13. Clickwithinthescheduleareatodeselecttheprojectsteps.
Note:

Yourschedulenowhasoutlinelevel1taskshighlightedinyellow.

Byfollowingthesamestepsforenhancingoutline1youcanalsoenhanceoutlinelevels2and3.

Level1HorizontalGridlinesShaded

HorizontalGridlinesShadedPerOutlineLevel

5-3

Lesson6ShowingProgress
Inthislessonyouwilllearnhowto:

TurnonSymbolandBarFilltoStatusDate.

ShowaProjectisAheadorBehindSchedule.

OpentheScheduleforthisLesson.

1. OnthetoolbarchoosetheFiletab.
2. IntheFilesandTemplates:OpenandSaveOptionssection,click
the
downarrownexttoOpen.
3. ChooseLessonChart.
4. SelectLesson6StarterSchedule.mld.
5. Savethescheduletoanaccessiblefolderonyourharddrive,such
asyourDocumentsfolder.ChooseFiletab,intheFilesandTem
plates:OpenandSaveOptionssectionclickSaveAs...choose
Chart.Thiswillinsureyouhaveaccesstosavingandeditingofthis
tutorialfile.
Lesson6StarterSchedule

TurnonSymbolandBarFilltoStatusDate.
WhenFilltoStatusDateisturnedonforsymbolsandbars,thesymbols
andbarsarefilledwiththeirnormalfillcolorsuptothecurrentdate.After
thecurrentdate,theyarehollow(awhitecolorfill)toindicatefuture,in
completeactivity.
Thecurrentdatefortheexamplescheduleis3/23/11.Noticethecurrent
dateisdepictedbytheverticaldottedlineontheschedule.
TurnonSymbolsFilltoStatusDate
1. ClicktheDatestab.
2. IntheDateRelatedSettingsclickSymbols:FilltoStatusDateand
BarsFilltoStatusDate.Acheckmarkindicatesthisfeatureis
turnedon.

SymbolAndBarsFilledToStatus

ShowaProjectisAheadorBehindSchedule.
BehindSchedule
1. Clickthe
2.

arrowtoolintheToolbox.

RightclickonceonthewordPrototype.Therightclickmenuwill
appear.

3. IntherightclickmenuchooseDateOffset.TheDateOffsetdialog
boxappears.
4. ClickthebuttonforBehindSchedulesothatitisselected.
5. ForOffsetAmountenter16forDays.
6. ClickOK.ThePrototypestepisnowindicatedasbeingbehind
schedule:
AheadandBehind

AheadofSchedule
1. RightclickonceonthewordsRefine&Design.Therightclickmenuwillappear.
2. IntherightclickmenuchooseDateOffset.TheDateOffsetdialogboxappears.
3. ClickthebuttonforAheadofSchedulesothatitisselected.
4. ForOffsetAmount,enter30forDays.

5. ClickOK.TheRefine&Redesignstepisnowindicatedasbeingaheadofschedule.
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