Customizing Layouts

 To meet specific need, we require to customize the view or

representation of project information.

 Layout is a customizable view of project information. Each

time we change the way data is represented, we create a
new layout.

 Most windows & dialog boxes include a ‘Display’ or

‘Layout’ option bar at the top of the screen which contains
commands that enable you to customize the current
display or to create a new layout.

 Let us go to the ‘Activity’ window & use the ‘Layout’ option

bar to modify layouts.
 In Activities Bar Bars
the ‘Bars’ window for
for we
Non Critical
have
Current Remaining
several
Critical bars Bars
Summary
Remaining
Critical
Non
Current Window
Actual
Critical
Remaining
Milestone
Summary
Work
already Remaining
BarBar
WorkWork
customized Bar
Milestone
Bars
by differentfor
‘Layout’user
Bars are
actual
for work
option
work
Work Has beenare displayed.
arebar.
displayed
displayed.
selected
Barselected
selected
forfor
Display.
for
Display. purpose.are
Display.
different displayed.
displayed.
We can use (display) these bars with our project
as per requirement.

This tab helps us to

customize display & No Bar is
appearance of different displayed
types of Bars for
different purpose.

All the bars are

Thede-selected.
selected bars are displayed.

Let’s de-select all those

At present thesebars
five & then re-introduce
those
Bars arebars one by one.
used.
 NowBaseline
we should
& Current
select appropriate
Start Current Finish Milestone is
At Milestone
firstfor
‘Filter’ wethe
have
haveto same
select
purpose the Bar.
ofdate. delayed .
‘Timescale’ for the new bar.
Select ‘Project Base
Line’ as ‘Timescale’.
Select ‘Milestone’
Name it ‘Baseline as ‘Filter’.
Milestone’.

Let us customize Bar

Name
Shape
If we double click the Milestone & being
Colour0 duration
‘Filter’ Cell then filter Letactivity
us applythere should be
window will be
These two bars have
availablebars are displayed below the
Baseline
for selection. different filters & thus
existing bars.
If we click on Nothey
the Barhaveshape
different
‘Timescale’
LetLet
us usalso display Asof
cell wethe
want
new topurpose.
display
bar bars
Onefor
the should
drop is
add a bar for projectFrom baseline
the dates.
bars it This
is bar
clearly seen that
Bar
These
for the
two Baseline
bars have the same Let’s
baselinesee
downTherehow
dates should
ofto
options the customize
for
representing be Critical
only
project, we
appear below
Standardoptions the existing
new bar is added. bar so that we can compare easily.
Timescale
We
‘Timescale’ have
Milestones.
but used
they row
are so thatthebars
2different progress
shouldofselect
‘Timescale’ the
willproject
be
Remaining
is delayed
theavailable.
Timescale. ‘Timescale’
activities &
We
are have to customize
displayed for it for from the baseline
Project Baseline plan.
Bar.
this
We baseline
our should bar will
apply
requirement. theappear
filter ‘Normal’ so that allStart
other &one
EndNon-Critical.
Shape
selection. We have
below the present bars. to use the ‘Add’ Tab.
activities except milestones will be selected.
Months before Ordinal Months after Ordinal
date 01 Dec 09 are -ve. date 01 Dec 09 are +ve.

Normal Calendar months Jan to Dec.

Financial months aswe

Normally defined
shouldby Admin.
select 1
month earlier than PS.
We can select the required date
Week 1 to Week
interval from 52down
the drop of a year.
menu.
Timescale
window
 We can
display a
wide range
of Columns
with the help
of the
Column tab.

We can also
modify
column
appearance
&
Let’sarrangement
arrange the columns
Let’s usingto edit Column Title.
see how
Select the column by the help
these buttons.
whose title to be edited. of the
Column tab.
 Now let us apply
different bottom
windows to further
customize the Layouts.

We can
We can customize rowalso optimize row
sizing
heighttable.
& fonts for activity by its content.

We can specify
row height.
 Displaying regular &
Displaying regular &
Displaying Qty Qty
over allocated per day
per
over allocated Qty per
forday
each
forresource
resourceas
day for resource
plannedF in
EXCVN RDthe
as
RUBSOL as planned in
schedule.
planned in the
the schedule.
schedule.

We can use any of these in the

bottom window to further
customize Layout.

Resource Usage
Spreadsheet
Profile
Let us use the ‘Resource Usage
Spreadsheet’
Let us select. & ‘Resource
Usage Profile’ to have
important information required
in our scenario.
We can save this ‘Layouts’ & can
apply later as per requirement.
End of Day – 12
THANKS