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After you’ve entered tasks, allocated resources, established a timeline, and entered periodic progress data, you’ll find that even the smallest project can generate mounds of information! Finding ways to view data that is relevant this minute while ignoring pieces you don’t immediately need is essential. This chapter focuses on how to look at project data in ways that are meaningful while avoiding information overload.
Chapter 5 presented a brief look at views, and introduced the two principal view categories: Task views and Resource views. Each view can have one or two panes, and up to three different elements (worksheet tables, graphical representations, and entry forms). Choosing and customizing views may seem overwhelming at first because there are hundreds of options available in Project, but stick with it. And remember—customize only if it helps you interpret your project data more easily. If a default view works for you, leave it be. This chapter covers the following topics:
Using calendar view
Introducing task views
Accessing resource views
Examining data with tables
Customizing and formatting views
Creating and saving views
Using the Organizer
Sorting, filtering, and grouping
You can access all of Project’s many views from the View menu. You can also display a special View bar that contains the same options as the View menu, but with single-button access.
To display the View bar, shown here, select ViewØView Bar. Repeat this procedure and then deselect the View Bar option to hide the bar.
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