Available views

Microsoft Office Project 2007 provides numerous task (task: An activity that has a beginning and an end. Project plans are made up of tasks.), resource (resources: The people, equipment, and material that are used to complete tasks in a project.), and combination (combination view: A view containing two views. The bottom pane view shows detailed information about the tasks or resources in the top pane view. For example, the Gantt Chart view could be in the top pane and the Task Form view in the bottom pane.) views, which display, in a particular format, a subset of the information you enter in Project.

ShowTask views

ShowBar Rollup

Description     With large projects, you may have a number of subtasks (subtask: A task that is part of a summary task. The subtask information is consolidated into the summary task. You can designate subtasks by using the Project outlining feature.) grouped under summary tasks (summary task: A task that is made up of subtasks and summarizes those subtasks. Use outlining to create summary tasks. Project automatically determines summary task information [such as duration and cost] by using information from the subtasks.) to help keep your project better organized. The Bar Rollup view (view: The combination of one or more views [Gantt Chart, Resource Sheet, and so on] and if applicable, a table and a filter. Use views to work with information in a variety of formats. There are three types of views: Charts or graphs, Sheets, and Forms.), when used after running the Rollup_Formatting macro (macro: An action or a set of actions that you can use to automate tasks. Macros are recorded in the Visual Basic for Applications programming language.), displays subtasks rolled up (roll up: On the Gantt Chart, to display symbols on a summary task bar that represent subtask dates. You can roll up dates from subtasks to make important dates easily visible on a summary task bar.) and overlaid as bars on top of their respective summary tasks.

Before you use the Rollup_Formatting macro, you need to first roll up the tasks (task: An activity that has a beginning and an end. Project plans are made up of tasks.) in your project. Select the tasks you want to roll up, and then select the Roll up Gantt bar to summary check box on the General tab in the Task Information dialog box.

To run the Rollup_Formatting macro, point to Macro on the Tools menu, and then click Macros. In the Macro name list, click Rollup_Formatting, and then click Run. Running this macro does not change any of your project data; it simply optimizes your ability to view your project as subtasks rolled up and overlaid on top of their respective summary tasks.

If you don't want to view the rollup bars when you expand the outline (outline: A hierarchical structure for a project that shows how some tasks fit within broader groupings. In Project, subtasks are indented under summary tasks.) levels, on the View menu, click Gantt Chart, then click Layout on the Format menu. Select the Always roll up Gantt bars check box, and then select the Hide rollup bars when summary expanded check box.

The Bar Rollup view is a variation of the Gantt Chart view.

Gantt view with tasks not yet rolled up

Subtasks appear under a summary task prior to running the Rollup_Formatting macro.

Tasks rolled up as bars

Subtasks in the Bar Rollup view appear rolled up to the summary task after running the Rollup_Formatting macro.

Best uses     After running the Rollup_Formatting macro, use the Bar Rollup view to:

  • View tasks as rolled-up bars on their respective summary task bars.
  • See your whole project without losing sight of the tasks.

Tables     The sheet (sheet: A spreadsheet-like representation [in rows and columns] of task or resource information. Each row specifies an individual task or resource. Each column [field] specifies a type of information, such as start dates or standard rates.) portion displays categories of information about the tasks, arranged in tables (table: A set of columns that shows specific information about tasks, resources, and assignments in a sheet view.). The default table for the Bar Rollup view is the Rollup table, but you can select any of the task tables to display information about the project's tasks.

Filters     The Bar Rollup view can use any of the task filters (filter: Specifies which task or resource information should be displayed or highlighted in a view. For example, when you apply the Critical filter, only critical tasks are displayed.) to display only the tasks you want to see. When you select a filter, both the sheet and chart (chart: A view or part of a view that represents project information graphically. For example, the Gantt Chart view consists of a sheet and a chart pane where tasks are represented as horizontal bars.) portions of the Bar Rollup view display the information as defined by that filter's criteria (criteria: In a filter, the instructions that specify which tasks or resources should be displayed when the filter is applied. For example, the criterion for the Completed Tasks filter is any task that is 100 percent complete.). The default filter is the All Tasks filter.

Grouping     The Bar Rollup view allows you to group (group: To combine or rearrange tasks or resources in a project according to specific criteria, for example, task duration, priority, resource overallocation, or finish date; do not confuse this with the Group field, which is a resource field.) tasks.

ShowCalendar

Description     Using the Calendar view (view: The combination of one or more views [Gantt Chart, Resource Sheet, and so on] and if applicable, a table and a filter. Use views to work with information in a variety of formats. There are three types of views: Charts or graphs, Sheets, and Forms.), you can create, edit, or review your project tasks (task: An activity that has a beginning and an end. Project plans are made up of tasks.) in a calendar (calendar: The scheduling mechanism that determines working time for resources and tasks. Project uses four types of calendars: the base calendar, project calendar, resource calendar, and task calendar.) format. Task bars span the days or weeks that the tasks are scheduled. This familiar format enables you to quickly see which tasks are scheduled on particular days, weeks, or months. If you plan to enter a large number of tasks, however, you may find it more convenient to enter them on the Gantt Chart view and then review them in the Calendar view.

Best uses     Use the Calendar view to:

Customization     To make the Calendar view fit your needs exactly, you can customize its appearance or create a new version. When you save your project, the customized view is saved with the project file. To customize the Calendar view, you can:

Tables     The Calendar view does not make use of any tables (table: A set of columns that shows specific information about tasks, resources, and assignments in a sheet view.).

Filters     The Calendar view can use any of the task filters (filter: Specifies which task or resource information should be displayed or highlighted in a view. For example, when you apply the Critical filter, only critical tasks are displayed.) to display only the tasks you want to see. When you select a filter, the Calendar view displays the information as defined by that filter's criteria (criteria: In a filter, the instructions that specify which tasks or resources should be displayed when the filter is applied. For example, the criterion for the Completed Tasks filter is any task that is 100 percent complete.). To print a calendar with all of the tasks that a specific resource needs to perform, you can apply the Using Resource filter.

Note that only a limited number of task bars will display or print on a given date in the Calendar view (depending on the row height). To make sure you can review or print the tasks you're interested in, you can apply a filter to display only those tasks before you review or print the Calendar. The default filter is the All Tasks filter.

Grouping     The Calendar view does not support grouping (group: To combine or rearrange tasks or resources in a project according to specific criteria, for example, task duration, priority, resource overallocation, or finish date; do not confuse this with the Group field, which is a resource field.).

ShowDescriptive Network Diagram

Description     The Descriptive Network Diagram view (view: The combination of one or more views [Gantt Chart, Resource Sheet, and so on] and if applicable, a table and a filter. Use views to work with information in a variety of formats. There are three types of views: Charts or graphs, Sheets, and Forms.) is identical to the Network Diagram view, except for the size, and the detail of the boxes that represent tasks.

Using the Descriptive Network Diagram view, you can review, create, or edit your project tasks and task dependencies as a network diagram (or flowchart). A box (also called a node) represents each task, and a line connecting two boxes represents the dependency between the two tasks. The boxes on the Descriptive Network Diagram view are larger than those in the Network Diagram view and can contain labels for the data elements in the box. These larger boxes take up more space, and thus fewer boxes fit on a printed page.

By default, the Descriptive Network Diagram view displays one diagonal line through a task that is in progress and crossed diagonal lines through a completed task.

Best uses     Use the Descriptive Network Diagram view to:

  • Create and fine-tune your schedule in a flowchart format.
  • Edit the task information in the Descriptive Network Diagram boxes.
  • Link tasks to specify the task sequence and to determine start and finish dates.
  • Graphically show completed, in-progress, and not-yet-started tasks.
  • Assign personnel and other resources, such as equipment, to specific tasks.

Customization     To make the Descriptive Network Diagram view fit your needs exactly, you can customize its appearance or create a new version. When you save your project, the customized view is saved with the project. When you customize the Network Diagram view, you can:

Tables     The Descriptive Network Diagram view does not make use of any tables.

Filters     The Descriptive Network Diagram view can use any of the task filters to display only the tasks you want to see. When you select a filter, the Descriptive Network Diagram displays the information as defined by that filter's criteria (criteria: In a filter, the instructions that specify which tasks or resources should be displayed when the filter is applied. For example, the criterion for the Completed Tasks filter is any task that is 100 percent complete.). The default filter is the All Tasks filter.

Grouping     The Descriptive Network Diagram view allows you to group tasks. When you apply grouping, the current layout options will be applied. Some layout options can be changed only when No group is selected in the Group box.

ShowDetail Gantt

Description     The Detail Gantt view (view: The combination of one or more views [Gantt Chart, Resource Sheet, and so on] and if applicable, a table and a filter. Use views to work with information in a variety of formats. There are three types of views: Charts or graphs, Sheets, and Forms.) is a variation of the Gantt Chart view, and it depicts slack (slack: The amount of time that a task can slip before it affects another task or the project's finish date. Free slack is how much a task can slip before it delays another task. Total slack is how much a task can slip before it delays the project.) and slippage (slippage: The amount of time that a task has been delayed from its original baseline plan. The slippage is the difference between the scheduled start or finish date for a task and the baseline start or finish date.) in your project. It does so by portraying slack and slippage as thin bars between tasks (task: An activity that has a beginning and an end. Project plans are made up of tasks.). These depictions serve as visual cues when you're scanning the progress of a project, as seen in the following illustration.

Detail Gantt view showing slack and slippage

In the example, the thin bar following the first task represents slack: There are two days of slack between the end of the first task and the beginning of the second task. The thin bar in front of the third task represents slippage: This task has slipped from its original start date by two days.

When you notice slippage in your project using this view, you'll probably want to get more information: When was that task supposed to start (according to the baseline (baseline plan: The original project plans [up to 11 per project] used to track progress on a project. The baseline plan is a snapshot of your schedule at the time that you save the baseline and includes information about tasks, resources, and assignments.)), and when is it currently scheduled (scheduled: The most current information about a project, including actual and remaining dates, durations, and costs for tasks that have started and the latest projected dates, durations, and costs for tasks that have not yet started.) to start? To display this type of information, you can create a combination view (combination view: A view containing two views. The bottom pane view shows detailed information about the tasks or resources in the top pane view. For example, the Gantt Chart view could be in the top pane and the Task Form view in the bottom pane.), with the Detail Gantt view in the top pane (pane: A section of a window that contains a view. A combination view consists of two panes, for example, the Gantt Chart view in the top pane and the Task Form view in the bottom pane.) and the Task Details Form view in the bottom pane. This form lets you see a task's baseline start (start date: The date when a task is scheduled to begin. This date is based on the duration, calendars, and constraints of predecessor and successor tasks. A task's start date is also based on its own calendars and constraints.) and finish dates (finish date: The date that a task is scheduled to be completed. This date is based on the task's start date, duration, calendars, predecessor dates, task dependencies, and constraints.), current (or scheduled) start and finish dates, and actual (actual: Information that shows what has actually occurred. For example, the actual start date for a task is the day that the task actually started.) start and finish dates. (For actual dates to display, the task's percentage of completion must be greater than zero; otherwise, "NA" is displayed in the Date field (field: A location in a sheet, form, or chart that contains a specific kind of information about a task, resource, or assignment. For example, in a sheet, each column is a field. In a form, a field is a named box or a place in a column.).)

To see more tasks on the timescale (timescale: The time period indicator at the top of the Gantt views, the Resource Graph view, the Task Usage view, and the Resource Usage view. You can customize it to show up to three tiers that can display various time units: top, middle, and bottom.) of the Detail Gantt view, click Zoom Out Button image.

Best uses     Use the Detail Gantt view to:

Tables     The sheet (sheet: A spreadsheet-like representation [in rows and columns] of task or resource information. Each row specifies an individual task or resource. Each column [field] specifies a type of information, such as start dates or standard rates.) portion displays categories of information about the tasks, arranged in tables (table: A set of columns that shows specific information about tasks, resources, and assignments in a sheet view.). The default table for the Detail Gantt view is the Delay table, but you can select any of the task tables to display information about the project's tasks.

Filters     The Detail Gantt view can use any of the task filters (filter: Specifies which task or resource information should be displayed or highlighted in a view. For example, when you apply the Critical filter, only critical tasks are displayed.) to display only the tasks you want to see. When you select a filter, both the sheet and chart (chart: A view or part of a view that represents project information graphically. For example, the Gantt Chart view consists of a sheet and a chart pane where tasks are represented as horizontal bars.) portions of the Detail Gantt view display the information as defined by that filter's criteria (criteria: In a filter, the instructions that specify which tasks or resources should be displayed when the filter is applied. For example, the criterion for the Completed Tasks filter is any task that is 100 percent complete.). The default filter is the All Tasks filter.

Grouping     The Detail Gantt view allows you to group (group: To combine or rearrange tasks or resources in a project according to specific criteria, for example, task duration, priority, resource overallocation, or finish date; do not confuse this with the Group field, which is a resource field.) tasks.

ShowEnterprise Gantt Chart

 Important   The Enterprise Gantt Chart view is part of the enterprise global template (enterprise global template: A collection of default settings, such as views, tables, and fields, that are used by all projects across the organization. These settings exist within a special project in Project Server.). Only someone who has permission to save the enterprise global template (for example, your project management administrator) can check out and edit items in the enterprise global template or customize the Enterprise Gantt Chart view. All users can then view enterprise fields that have been defined and checked in. Also, note that this view is only available if you are using Microsoft Office Project Professional and have a current connection to the server.

Description     The Enterprise Gantt Chart view (view: The combination of one or more views [Gantt Chart, Resource Sheet, and so on] and if applicable, a table and a filter. Use views to work with information in a variety of formats. There are three types of views: Charts or graphs, Sheets, and Forms.) displays project information in two ways: The left side displays information as a sheet (sheet: A spreadsheet-like representation [in rows and columns] of task or resource information. Each row specifies an individual task or resource. Each column [field] specifies a type of information, such as start dates or standard rates.) and the right side displays information as a chart (chart: A view or part of a view that represents project information graphically. For example, the Gantt Chart view consists of a sheet and a chart pane where tasks are represented as horizontal bars.).

The sheet portion displays information about the project's tasks (task: An activity that has a beginning and an end. Project plans are made up of tasks.), such as when they start and end, how long they are, and the resources (resources: The people, equipment, and material that are used to complete tasks in a project.) assigned to them.

The chart portion displays each task graphically, most often as a task bar. The bar's length and position on the timescale (timescale: The time period indicator at the top of the Gantt views, the Resource Graph view, the Task Usage view, and the Resource Usage view. You can customize it to show up to three tiers that can display various time units: top, middle, and bottom.) indicate when that task begins and ends. In addition, the position of one task bar in relation to another indicates whether the tasks follow one another or overlap. To see more tasks on the timescale portion of the Enterprise Gantt Chart view, click Zoom Out Button image.

Best uses     Use the Enterprise Gantt Chart view to:

Customization     To make the Enterprise Gantt Chart view more effective, you can customize it. When you save your project, the customized view is saved with the project file. To customize the Enterprise Gantt Chart view, you can:

Tables     The sheet portion displays categories of information about the tasks, arranged in tables (table: A set of columns that shows specific information about tasks, resources, and assignments in a sheet view.). The default table for the Enterprise Gantt Chart view is the Entry table, but you can select any of the task tables to display information about the project's tasks.

Filters     The Enterprise Gantt Chart view can use any of the task filters (filter: Specifies which task or resource information should be displayed or highlighted in a view. For example, when you apply the Critical filter, only critical tasks are displayed.) to display only the tasks you want to see. When you select a filter, both the sheet and chart portions of the Enterprise Gantt Chart display the information as defined by that filter's criteria (criteria: In a filter, the instructions that specify which tasks or resources should be displayed when the filter is applied. For example, the criterion for the Completed Tasks filter is any task that is 100 percent complete.). The default filter is the All Tasks filter.

Grouping     The Enterprise Gantt Chart view allows you to group (group: To combine or rearrange tasks or resources in a project according to specific criteria, for example, task duration, priority, resource overallocation, or finish date; do not confuse this with the Group field, which is a resource field.) tasks.

ShowGantt Chart

Description     The Gantt Chart view (view: The combination of one or more views [Gantt Chart, Resource Sheet, and so on] and if applicable, a table and a filter. Use views to work with information in a variety of formats. There are three types of views: Charts or graphs, Sheets, and Forms.) displays project information in two ways: The left side displays information as a sheet (sheet: A spreadsheet-like representation [in rows and columns] of task or resource information. Each row specifies an individual task or resource. Each column [field] specifies a type of information, such as start dates or standard rates.) and the right side displays information as a chart (chart: A view or part of a view that represents project information graphically. For example, the Gantt Chart view consists of a sheet and a chart pane where tasks are represented as horizontal bars.).

The sheet portion displays information about the project's tasks (task: An activity that has a beginning and an end. Project plans are made up of tasks.), such as when they start and end, how long they are, and the resources (resources: The people, equipment, and material that are used to complete tasks in a project.) assigned to them.

The chart portion displays each task graphically, most often as a task bar. The bar's length and position on the timescale (timescale: The time period indicator at the top of the Gantt views, the Resource Graph view, the Task Usage view, and the Resource Usage view. You can customize it to show up to three tiers that can display various time units: top, middle, and bottom.) indicate when that task begins and ends. In addition, the position of one task bar in relation to another indicates whether the tasks follow one another or overlap. To see more tasks on the timescale portion of the Gantt Chart view, click Zoom Out Button image.

Best uses     Use the Gantt Chart view to:

Customization     To make the Gantt Chart view more effective, you can customize it. When you save your project, the customized view is saved with the project file. To customize the Gantt Chart view, you can:

Tables     The sheet portion displays categories of information about the tasks, arranged in tables (table: A set of columns that shows specific information about tasks, resources, and assignments in a sheet view.). The default table for the Gantt Chart view is the Entry table, but you can select any of the task tables to display information about the project's tasks.

Filters     The Gantt Chart view can use any of the task filters (filter: Specifies which task or resource information should be displayed or highlighted in a view. For example, when you apply the Critical filter, only critical tasks are displayed.) to display only the tasks you want to see. When you select a filter, both the sheet and chart portions of the Gantt Chart display the information as defined by that filter's criteria (criteria: In a filter, the instructions that specify which tasks or resources should be displayed when the filter is applied. For example, the criterion for the Completed Tasks filter is any task that is 100 percent complete.). The default filter is the All Tasks filter.

Grouping     The Gantt Chart view allows you to group (group: To combine or rearrange tasks or resources in a project according to specific criteria, for example, task duration, priority, resource overallocation, or finish date; do not confuse this with the Group field, which is a resource field.) tasks.

ShowLeveling Gantt

Description     The Leveling Gantt view (view: The combination of one or more views [Gantt Chart, Resource Sheet, and so on] and if applicable, a table and a filter. Use views to work with information in a variety of formats. There are three types of views: Charts or graphs, Sheets, and Forms.) is a variation of the Gantt Chart view, where the left side of the view displays project information as a sheet (sheet: A spreadsheet-like representation [in rows and columns] of task or resource information. Each row specifies an individual task or resource. Each column [field] specifies a type of information, such as start dates or standard rates.) and the right side displays project information as a chart (chart: A view or part of a view that represents project information graphically. For example, the Gantt Chart view consists of a sheet and a chart pane where tasks are represented as horizontal bars.). The sheet portion displays a list of tasks (task: An activity that has a beginning and an end. Project plans are made up of tasks.) and information about task delays (delay: The amount of time between the scheduled start of a task and the time when work should actually begin on the task; it is often used to resolve resource overallocations. There are two types of delay: assignment delay and leveling delay.).

The chart portion, which shows the before and after effects of leveling (leveling: Resolving resource conflicts or overallocations by delaying or splitting certain tasks. When Project levels a resource, its selected assignments are distributed and rescheduled.), displays each task graphically, most often as a task bar. The bar's length and position on the timescale (timescale: The time period indicator at the top of the Gantt views, the Resource Graph view, the Task Usage view, and the Resource Usage view. You can customize it to show up to three tiers that can display various time units: top, middle, and bottom.) indicate when that task begins and ends. In addition, the position of one task bar in relation to another indicates whether the tasks follow one after the other or are overlapping.

To see more tasks on the timescale of the Leveling Gantt view, click Zoom Out Button image.

Best uses     Use the Leveling Gantt view to:

Tables     The sheet portion displays categories of information about the tasks, arranged in tables (table: A set of columns that shows specific information about tasks, resources, and assignments in a sheet view.). The default table for the Leveling Gantt view is the Delay table, but you can select any of the task tables to display information about the project's tasks.

Filters     The Leveling Gantt view can use any of the task filters (filter: Specifies which task or resource information should be displayed or highlighted in a view. For example, when you apply the Critical filter, only critical tasks are displayed.) to display only the tasks you want to see. When you select a filter, both the sheet and chart portions of the Leveling Gantt view display the information as defined by that filter's criteria (criteria: In a filter, the instructions that specify which tasks or resources should be displayed when the filter is applied. For example, the criterion for the Completed Tasks filter is any task that is 100 percent complete.). The default filter is the All Tasks filter.

Grouping     The Leveling Gantt view allows you to group (group: To combine or rearrange tasks or resources in a project according to specific criteria, for example, task duration, priority, resource overallocation, or finish date; do not confuse this with the Group field, which is a resource field.) tasks.

ShowMilestone Date Rollup

Description     With large projects, you may have a number of subtasks (subtask: A task that is part of a summary task. The subtask information is consolidated into the summary task. You can designate subtasks by using the Project outlining feature.) grouped under summary tasks (summary task: A task that is made up of subtasks and summarizes those subtasks. Use outlining to create summary tasks. Project automatically determines summary task information [such as duration and cost] by using information from the subtasks.) to help keep your project better organized. The Milestone Date Rollup view (view: The combination of one or more views [Gantt Chart, Resource Sheet, and so on] and if applicable, a table and a filter. Use views to work with information in a variety of formats. There are three types of views: Charts or graphs, Sheets, and Forms.), when used after running the Rollup_Formatting macro (macro: An action or a set of actions that you can use to automate tasks. Macros are recorded in the Visual Basic for Applications programming language.), displays subtasks rolled up (roll up: On the Gantt Chart, to display symbols on a summary task bar that represent subtask dates. You can roll up dates from subtasks to make important dates easily visible on a summary task bar.) as milestones (milestone: A reference point marking a major event in a project and used to monitor the project's progress. Any task with zero duration is automatically displayed as a milestone; you can also mark any other task of any duration as a milestone.) that are marked with each task's (task: An activity that has a beginning and an end. Project plans are made up of tasks.) name and start date (start date: The date when a task is scheduled to begin. This date is based on the duration, calendars, and constraints of predecessor and successor tasks. A task's start date is also based on its own calendars and constraints.) and overlaid on top of their respective summary tasks.

Before you use the Rollup_Formatting macro, you need to first roll up the tasks in your project. Select the tasks you want to roll up, and then select the Roll up Gantt bar to summary check box on the General tab in the Task Information dialog box.

To run the Rollup_Formatting macro, point to Macro on the Tools menu, and then click Macros. In the Macro name list, click Rollup_Formatting, and then click Run. Running this macro does not change any of your project data; it simply optimizes your ability to view your project as subtasks rolled up and overlaid on top of their respective summary tasks.

If you don't want to view the rollup bars when you expand the outline (outline: A hierarchical structure for a project that shows how some tasks fit within broader groupings. In Project, subtasks are indented under summary tasks.) levels, on the View menu, click Gantt Chart, then click Layout on the Format menu. Select the Always roll up Gantt bars check box, and then select the Hide rollup bars when summary expanded check box.

The Milestone Date Rollup view is a variation of the Gantt Chart view.

Best uses     After running the Rollup_Formatting macro, use the Milestone Date Rollup view to:

  • View tasks as rolled-up milestones on their respective summary task bars.
  • See your whole project without losing sight of the tasks.

Tables     The sheet (sheet: A spreadsheet-like representation [in rows and columns] of task or resource information. Each row specifies an individual task or resource. Each column [field] specifies a type of information, such as start dates or standard rates.) portion displays categories of information about the tasks, arranged in tables (table: A set of columns that shows specific information about tasks, resources, and assignments in a sheet view.). The default table for the Milestone Date Rollup view is the Entry table, but you can select any of the task tables to display information about the project's tasks.

Filters     The Milestone Date Rollup view can use any of the task filters (filter: Specifies which task or resource information should be displayed or highlighted in a view. For example, when you apply the Critical filter, only critical tasks are displayed.) to display only the tasks you want to see. When you select a filter, both the sheet and chart (chart: A view or part of a view that represents project information graphically. For example, the Gantt Chart view consists of a sheet and a chart pane where tasks are represented as horizontal bars.) portions of the Milestone Date Rollup view display the information as defined by that filter's criteria (criteria: In a filter, the instructions that specify which tasks or resources should be displayed when the filter is applied. For example, the criterion for the Completed Tasks filter is any task that is 100 percent complete.). The default filter is the All Tasks filter.

Grouping     The Milestone Date Rollup view allows you to group (group: To combine or rearrange tasks or resources in a project according to specific criteria, for example, task duration, priority, resource overallocation, or finish date; do not confuse this with the Group field, which is a resource field.) tasks.

ShowMilestone Rollup

Description     With large projects, you may have a number of subtasks (subtask: A task that is part of a summary task. The subtask information is consolidated into the summary task. You can designate subtasks by using the Project outlining feature.) grouped under summary tasks (summary task: A task that is made up of subtasks and summarizes those subtasks. Use outlining to create summary tasks. Project automatically determines summary task information [such as duration and cost] by using information from the subtasks.) to help keep your project better organized. The Milestone Rollup view (view: The combination of one or more views [Gantt Chart, Resource Sheet, and so on] and if applicable, a table and a filter. Use views to work with information in a variety of formats. There are three types of views: Charts or graphs, Sheets, and Forms.), when used after running the Rollup_Formatting macro (macro: An action or a set of actions that you can use to automate tasks. Macros are recorded in the Visual Basic for Applications programming language.), displays subtasks rolled up (roll up: On the Gantt Chart, to display symbols on a summary task bar that represent subtask dates. You can roll up dates from subtasks to make important dates easily visible on a summary task bar.) as milestones (milestone: A reference point marking a major event in a project and used to monitor the project's progress. Any task with zero duration is automatically displayed as a milestone; you can also mark any other task of any duration as a milestone.) that are marked with each task's (task: An activity that has a beginning and an end. Project plans are made up of tasks.) name and overlaid on top of their respective summary tasks.

Before you use the Rollup_Formatting macro, you need to first roll up the tasks in your project. Select the tasks you want to roll up, and then select the Roll up Gantt bar to summary check box on the General tab in the Task Information dialog box.

To run the Rollup_Formatting macro, point to Macro on the Tools menu, and then click Macros. In the Macro name list, click Rollup_Formatting, and then click Run. Running this macro does not change any of your project data; it simply optimizes your ability to view your project as subtasks rolled up and overlaid on top of their respective summary tasks.

If you don't want to view the rollup bars when you expand the outline (outline: A hierarchical structure for a project that shows how some tasks fit within broader groupings. In Project, subtasks are indented under summary tasks.) levels, on the View menu, click Gantt Chart, then click Layout on the Format menu. Select the Always roll up Gantt bars check box, and then select the Hide rollup bars when summary expanded check box.

The Milestone Rollup view is a variation of the Gantt Chart view.

Gantt view with tasks not yet rolled up

Subtasks appear under a summary task prior to running the Rollup_Formatting macro.

Tasks rolled up as milestones

Subtasks in the Milestone Rollup view appear rolled up to the summary task after running the Rollup_Formatting macro.

Best uses     After running the Rollup_Formatting macro, use the Milestone Rollup view to:

  • View tasks as rolled-up milestones on their respective summary task bars.
  • See your whole project without losing sight of the tasks.

Tables     The sheet (sheet: A spreadsheet-like representation [in rows and columns] of task or resource information. Each row specifies an individual task or resource. Each column [field] specifies a type of information, such as start dates or standard rates.) portion displays categories of information about the tasks, arranged in tables (table: A set of columns that shows specific information about tasks, resources, and assignments in a sheet view.). The default table for the Milestone Rollup view is the Rollup table, but you can select any of the task tables to display information about the project's tasks.

Filters     The Milestone Rollup view can use any of the task filters (filter: Specifies which task or resource information should be displayed or highlighted in a view. For example, when you apply the Critical filter, only critical tasks are displayed.) to display only the tasks you want to see. When you select a filter, both the sheet and chart (chart: A view or part of a view that represents project information graphically. For example, the Gantt Chart view consists of a sheet and a chart pane where tasks are represented as horizontal bars.) portions of the Milestone Rollup view display the information as defined by that filter's criteria (criteria: In a filter, the instructions that specify which tasks or resources should be displayed when the filter is applied. For example, the criterion for the Completed Tasks filter is any task that is 100 percent complete.). The default filter is the All Tasks filter.

Grouping     The Milestone Rollup view allows you to group (group: To combine or rearrange tasks or resources in a project according to specific criteria, for example, task duration, priority, resource overallocation, or finish date; do not confuse this with the Group field, which is a resource field.) tasks.

ShowMultiple Baselines Gantt

Description     The Multiple Baselines Gantt view (view: The combination of one or more views [Gantt Chart, Resource Sheet, and so on] and if applicable, a table and a filter. Use views to work with information in a variety of formats. There are three types of views: Charts or graphs, Sheets, and Forms.) displays different colored task bars for the first three baselines (Baseline, Baseline1, and Baseline2) on summary tasks (summary task: A task that is made up of subtasks and summarizes those subtasks. Use outlining to create summary tasks. Project automatically determines summary task information [such as duration and cost] by using information from the subtasks.) and subtasks (subtask: A task that is part of a summary task. The subtask information is consolidated into the summary task. You can designate subtasks by using the Project outlining feature.) in the chart (chart: A view or part of a view that represents project information graphically. For example, the Gantt Chart view consists of a sheet and a chart pane where tasks are represented as horizontal bars.) portion of this view.

Much like the Gantt Chart view, the sheet (sheet: A spreadsheet-like representation [in rows and columns] of task or resource information. Each row specifies an individual task or resource. Each column [field] specifies a type of information, such as start dates or standard rates.) portion of this view displays information about the project's tasks (task: An activity that has a beginning and an end. Project plans are made up of tasks.), such as when they start and end, how long they are, and the resources (resources: The people, equipment, and material that are used to complete tasks in a project.) assigned to them. In the chart portion of the view, the length and position of the bars on the timescale (timescale: The time period indicator at the top of the Gantt views, the Resource Graph view, the Task Usage view, and the Resource Usage view. You can customize it to show up to three tiers that can display various time units: top, middle, and bottom.) indicate when tasks begin and end. In addition, the position of one task bar in relation to another indicates whether the tasks follow one another or overlap. To see more tasks on the timescale portion of the Multiple Baselines Gantt view, click Zoom Out Button image.

Best uses     Use the Multiple Baselines Gantt view to see the first three baselines you saved for your project.

Customization     To make the Multiple Baselines Gantt view more effective, you can customize it the same way you would customize the Gantt Chart view. When you save your project, the customized view is saved with the project file. You can:

Tables     The sheet portion displays categories of information about the tasks, arranged in tables (table: A set of columns that shows specific information about tasks, resources, and assignments in a sheet view.). The default table for the Multiple Baselines Gantt view is the Entry table, but you can select any of the task tables to display information about the project's tasks.

Filters     You can use any of the task filters (filter: Specifies which task or resource information should be displayed or highlighted in a view. For example, when you apply the Critical filter, only critical tasks are displayed.) to display only the tasks you want to see in the Multiple Baselines Gantt view. When you select a filter, both the sheet and chart portions of this view display the information as defined by that filter's criteria (criteria: In a filter, the instructions that specify which tasks or resources should be displayed when the filter is applied. For example, the criterion for the Completed Tasks filter is any task that is 100 percent complete.). The default filter is the All Tasks filter.

Grouping     The Multiple Baselines Gantt view allows you to group (group: To combine or rearrange tasks or resources in a project according to specific criteria, for example, task duration, priority, resource overallocation, or finish date; do not confuse this with the Group field, which is a resource field.) tasks.

ShowNetwork Diagram

Description     Using the Network Diagram view (view: The combination of one or more views [Gantt Chart, Resource Sheet, and so on] and if applicable, a table and a filter. Use views to work with information in a variety of formats. There are three types of views: Charts or graphs, Sheets, and Forms.), you can review, create, or edit your project tasks (task: An activity that has a beginning and an end. Project plans are made up of tasks.) and task dependencies (task dependencies: A relationship between two linked tasks; linked by a dependency between their finish and start dates. There are four kinds of task dependencies: Finish-to-start [FS], Start-to-start [SS], Finish-to-finish [FF], and Start-to-finish [SF].) as a network diagram (Network Diagram: A diagram that shows dependencies between project tasks. Tasks are represented by boxes, or nodes, and task dependencies are represented by lines that connect the boxes. In Project, the Network Diagram view is a network diagram.) (or flowchart). A box (also called a node) represents each task, and a line connecting two boxes represents the dependency between two tasks. By default, the Network Diagram view displays one diagonal line through a task that is in progress and crossed diagonal lines through a completed task.

Best uses     Use the Network Diagram view to:

Customization     To make the Network Diagram view fit your needs exactly, you can customize its appearance or create a new version. When you save your project, the customized view is saved with the project. To customize the Network Diagram view, you can:

Tables     The Network Diagram view does not make use of any tables (table: A set of columns that shows specific information about tasks, resources, and assignments in a sheet view.).

Filters     The Network Diagram view can use any of the task filters (filter: Specifies which task or resource information should be displayed or highlighted in a view. For example, when you apply the Critical filter, only critical tasks are displayed.) to display only the tasks you want to see. When you select a filter, the Network Diagram view displays the information as defined by that filter's criteria (criteria: In a filter, the instructions that specify which tasks or resources should be displayed when the filter is applied. For example, the criterion for the Completed Tasks filter is any task that is 100 percent complete.). The default filter is the All Tasks filter.

Grouping     The Network Diagram view allows you to group (group: To combine or rearrange tasks or resources in a project according to specific criteria, for example, task duration, priority, resource overallocation, or finish date; do not confuse this with the Group field, which is a resource field.) tasks. When you apply grouping, the current layout options are applied. Some layout options can be changed only when no grouping is applied.

ShowPA_Expected Gantt

Description     The PA_Expected Gantt view (view: The combination of one or more views [Gantt Chart, Resource Sheet, and so on] and if applicable, a table and a filter. Use views to work with information in a variety of formats. There are three types of views: Charts or graphs, Sheets, and Forms.) is used in conjunction with PERT analysis (PERT analysis: PERT [Program, Evaluation, and Review Technique] analysis is a process by which you evaluate a probable outcome based on three scenarios: best-case, expected-case, and worst-case.) to help you evaluate the expected duration (duration: The total span of active working time that is required to complete a task. This is generally the amount of working time from the start to finish of a task, as defined by the project and resource calendar.), start date (start date: The date when a task is scheduled to begin. This date is based on the duration, calendars, and constraints of predecessor and successor tasks. A task's start date is also based on its own calendars and constraints.), and finish date (finish date: The date that a task is scheduled to be completed. This date is based on the task's start date, duration, calendars, predecessor dates, task dependencies, and constraints.) of tasks (task: An activity that has a beginning and an end. Project plans are made up of tasks.).

The PA_Expected Gantt view is a variation of the Gantt Chart view, where the left side of the view displays project information as a sheet (sheet: A spreadsheet-like representation [in rows and columns] of task or resource information. Each row specifies an individual task or resource. Each column [field] specifies a type of information, such as start dates or standard rates.) and the right side displays project information as a chart (chart: A view or part of a view that represents project information graphically. For example, the Gantt Chart view consists of a sheet and a chart pane where tasks are represented as horizontal bars.).

This view becomes available in Project only after you use the PERT analysis tools, which are available when you load the PERT Analysis Component Object Model (COM) add-in (COM add-in: A supplemental program with the filename extension .dll or .exe that extends the capabilities of a program by adding custom commands and specialized features. COM add-ins can be designed to load and run in one or more Office programs.).

Best uses     Use the PA_Expected Gantt view to:

  • Enter the expected durations of a project's tasks.
  • Compare any disparity between task duration estimates.

Tables     The sheet portion displays categories of information about the tasks, arranged in tables (table: A set of columns that shows specific information about tasks, resources, and assignments in a sheet view.). The default table for the PA_Expected Gantt view is the PA_Expected Case table, but you can select any of the task tables to display information about the project's tasks.

Filters     The PA_Expected Gantt view can use any of the task filters (filter: Specifies which task or resource information should be displayed or highlighted in a view. For example, when you apply the Critical filter, only critical tasks are displayed.) to display only the tasks you want to see. When you select a filter, both the sheet and chart portions of the PA_Expected Gantt view display the information as defined by that filter's criteria (criteria: In a filter, the instructions that specify which tasks or resources should be displayed when the filter is applied. For example, the criterion for the Completed Tasks filter is any task that is 100 percent complete.). The default filter is the All Tasks filter.

Grouping     The PA-Expected Gantt view allows you to group (group: To combine or rearrange tasks or resources in a project according to specific criteria, for example, task duration, priority, resource overallocation, or finish date; do not confuse this with the Group field, which is a resource field.) tasks.

ShowPA_Optimistic Gantt

Description     The PA_Optimistic Gantt view (view: The combination of one or more views [Gantt Chart, Resource Sheet, and so on] and if applicable, a table and a filter. Use views to work with information in a variety of formats. There are three types of views: Charts or graphs, Sheets, and Forms.) is used in conjunction with PERT analysis (PERT analysis: PERT [Program, Evaluation, and Review Technique] analysis is a process by which you evaluate a probable outcome based on three scenarios: best-case, expected-case, and worst-case.) to help you evaluate the best-case duration (duration: The total span of active working time that is required to complete a task. This is generally the amount of working time from the start to finish of a task, as defined by the project and resource calendar.), start date (start date: The date when a task is scheduled to begin. This date is based on the duration, calendars, and constraints of predecessor and successor tasks. A task's start date is also based on its own calendars and constraints.), and finish date (finish date: The date that a task is scheduled to be completed. This date is based on the task's start date, duration, calendars, predecessor dates, task dependencies, and constraints.) of tasks (task: An activity that has a beginning and an end. Project plans are made up of tasks.).

The PA_Optimistic Gantt view is a variation of the Gantt Chart view, where the left side of the view displays project information as a sheet (sheet: A spreadsheet-like representation [in rows and columns] of task or resource information. Each row specifies an individual task or resource. Each column [field] specifies a type of information, such as start dates or standard rates.) and the right side displays project information as a chart (chart: A view or part of a view that represents project information graphically. For example, the Gantt Chart view consists of a sheet and a chart pane where tasks are represented as horizontal bars.).

This view becomes available in Project only after you use the PERT analysis tools, which are available when you load the PERT Analysis Component Object Model (COM) add-in (COM add-in: A supplemental program with the filename extension .dll or .exe that extends the capabilities of a program by adding custom commands and specialized features. COM add-ins can be designed to load and run in one or more Office programs.).

Best uses     Use the PA_Optimistic Gantt view to:

  • Enter the best-case durations of a project's tasks.
  • Compare any disparity between task duration estimates.

Tables     The sheet portion displays categories of information about the tasks, arranged in tables (table: A set of columns that shows specific information about tasks, resources, and assignments in a sheet view.). The default table for the PA_Optimistic Gantt view is the PA_Optimistic Case table, but you can select any of the task tables to display information about the project's tasks.

Filters     The PA_Optimistic Gantt view can use any of the task filters (filter: Specifies which task or resource information should be displayed or highlighted in a view. For example, when you apply the Critical filter, only critical tasks are displayed.) to display only the tasks you want to see. When you select a filter, both the sheet and chart portions of the PA_Optimistic Gantt view display the information as defined by that filter's criteria (criteria: In a filter, the instructions that specify which tasks or resources should be displayed when the filter is applied. For example, the criterion for the Completed Tasks filter is any task that is 100 percent complete.). The default filter is the All Tasks filter.

Grouping     The PA_Optimistic Gantt view allows you to group (group: To combine or rearrange tasks or resources in a project according to specific criteria, for example, task duration, priority, resource overallocation, or finish date; do not confuse this with the Group field, which is a resource field.) tasks.

ShowPA_Pessimistic Gantt

Description     The PA_Pessimistic Gantt view (view: The combination of one or more views [Gantt Chart, Resource Sheet, and so on] and if applicable, a table and a filter. Use views to work with information in a variety of formats. There are three types of views: Charts or graphs, Sheets, and Forms.) is used in conjunction with PERT analysis (PERT analysis: PERT [Program, Evaluation, and Review Technique] analysis is a process by which you evaluate a probable outcome based on three scenarios: best-case, expected-case, and worst-case.) to help you evaluate the worst-case duration (duration: The total span of active working time that is required to complete a task. This is generally the amount of working time from the start to finish of a task, as defined by the project and resource calendar.), start date (start date: The date when a task is scheduled to begin. This date is based on the duration, calendars, and constraints of predecessor and successor tasks. A task's start date is also based on its own calendars and constraints.), and finish date (finish date: The date that a task is scheduled to be completed. This date is based on the task's start date, duration, calendars, predecessor dates, task dependencies, and constraints.) of tasks (task: An activity that has a beginning and an end. Project plans are made up of tasks.).

The PA_Pessimistic Gantt view is a variation of the Gantt Chart view, where the left side of the view displays project information as a sheet (sheet: A spreadsheet-like representation [in rows and columns] of task or resource information. Each row specifies an individual task or resource. Each column [field] specifies a type of information, such as start dates or standard rates.) and the right side displays project information as a chart (chart: A view or part of a view that represents project information graphically. For example, the Gantt Chart view consists of a sheet and a chart pane where tasks are represented as horizontal bars.).

This view becomes available in Project only after you use the PERT analysis tools, which are available when you load the PERT Analysis Component Object Model (COM) add-in (COM add-in: A supplemental program with the filename extension .dll or .exe that extends the capabilities of a program by adding custom commands and specialized features. COM add-ins can be designed to load and run in one or more Office programs.).

Best uses     Use the PA_Pessimistic Gantt view to:

  • Enter the worst-case durations of a project's tasks.
  • Compare any disparity between task duration estimates.

Tables     The sheet portion displays categories of information about the tasks, arranged in tables (table: A set of columns that shows specific information about tasks, resources, and assignments in a sheet view.). The default table for the PA_Pessimistic Gantt view is the PA_Pessimistic Case table, but you can select any of the task tables to display information about the project's tasks.

Filters     The PA_Pessimistic Gantt view can use any of the task filters (filter: Specifies which task or resource information should be displayed or highlighted in a view. For example, when you apply the Critical filter, only critical tasks are displayed.) to display only the tasks you want to see. When you select a filter, both the sheet and chart portions of the PA_Pessimistic Gantt view display the information as defined by that filter's criteria (criteria: In a filter, the instructions that specify which tasks or resources should be displayed when the filter is applied. For example, the criterion for the Completed Tasks filter is any task that is 100 percent complete.). The default filter is the All Tasks filter.

Grouping     The PA_Pessimistic Gantt view allows you to group (group: To combine or rearrange tasks or resources in a project according to specific criteria, for example, task duration, priority, resource overallocation, or finish date; do not confuse this with the Group field, which is a resource field.) tasks.

ShowPA_PERT Entry Sheet

Description     The PA_PERT Entry Sheet view (view: The combination of one or more views [Gantt Chart, Resource Sheet, and so on] and if applicable, a table and a filter. Use views to work with information in a variety of formats. There are three types of views: Charts or graphs, Sheets, and Forms.) is used in conjunction with PERT analysis (PERT analysis: PERT [Program, Evaluation, and Review Technique] analysis is a process by which you evaluate a probable outcome based on three scenarios: best-case, expected-case, and worst-case.) to help you evaluate the probable duration (duration: The total span of active working time that is required to complete a task. This is generally the amount of working time from the start to finish of a task, as defined by the project and resource calendar.) of tasks (task: An activity that has a beginning and an end. Project plans are made up of tasks.). You can enter optimistic (optimistic duration: The best-case possibility for the total span of active working time expected for a task, that is, the amount of time from the optimistic start to optimistic finish of a task.), expected (expected duration: The total span of active working time expected for a task, that is, the amount of time from the expected start to the expected finish of a task.), and pessimistic (pessimistic duration: The worst-case possibility for the total span of active working time expected for a task, that is, the amount of time from the pessimistic start to pessimistic finish of a task.) values for a task and then ask Project to calculate a probable duration. By changing the weight that Project attributes to each of the three estimated durations, you can make the probable estimate more accurate. You change the weight by altering the default settings.

The PA_PERT Entry Sheet view is a variation of the Task Sheet view.

This view becomes available in Project only after you use the PERT analysis tools, which are available when you load the PERT Analysis Component Object Model (COM) add-in (COM add-in: A supplemental program with the filename extension .dll or .exe that extends the capabilities of a program by adding custom commands and specialized features. COM add-ins can be designed to load and run in one or more Office programs.).

Best uses     Use the PA_PERT Entry Sheet view to:

  • Enter the best-case, expected, and worst-case scenarios for task durations prior to calculating the most probable durations.
  • Compare any disparity between task duration estimates.

Tables     The sheet (sheet: A spreadsheet-like representation [in rows and columns] of task or resource information. Each row specifies an individual task or resource. Each column [field] specifies a type of information, such as start dates or standard rates.) portion displays categories of information about the tasks, arranged in tables (table: A set of columns that shows specific information about tasks, resources, and assignments in a sheet view.). The default table for the PA_PERT Entry Sheet view is the PA_PERT Entry table, but you can select any of the task tables to display information about the project's tasks.

Filters     The PA_PERT Entry Sheet view can use any of the task filters (filter: Specifies which task or resource information should be displayed or highlighted in a view. For example, when you apply the Critical filter, only critical tasks are displayed.) to display only the tasks you want to see. When you select a filter, both the sheet and chart (chart: A view or part of a view that represents project information graphically. For example, the Gantt Chart view consists of a sheet and a chart pane where tasks are represented as horizontal bars.) portions of the PA_PERT Entry Sheet view display the information as defined by that filter's criteria (criteria: In a filter, the instructions that specify which tasks or resources should be displayed when the filter is applied. For example, the criterion for the Completed Tasks filter is any task that is 100 percent complete.). The default filter is the All Tasks filter.

Grouping     The PA_PERT Entry Sheet view allows you to group (group: To combine or rearrange tasks or resources in a project according to specific criteria, for example, task duration, priority, resource overallocation, or finish date; do not confuse this with the Group field, which is a resource field.) tasks.

ShowRelationship diagram

Description     The Relationship Diagram view (view: The combination of one or more views [Gantt Chart, Resource Sheet, and so on] and if applicable, a table and a filter. Use views to work with information in a variety of formats. There are three types of views: Charts or graphs, Sheets, and Forms.) is a specialized version of the Network Diagram view and displays the current task (task: An activity that has a beginning and an end. Project plans are made up of tasks.) in the center of the pane (pane: A section of a window that contains a view. A combination view consists of two panes, for example, the Gantt Chart view in the top pane and the Task Form view in the bottom pane.), with the task's immediate predecessors (predecessor: A task that must start or finish before another task can start or finish.) to its left and immediate successors (successor: A task that cannot start or finish until another task starts or finishes.) to its right. If you have a large project with many interrelated tasks, you can use the Relationship Diagram view to focus on only those tasks that are linked (linking: In a project, establishing a dependency between tasks. Linking tasks defines a dependency between their start and finish dates. In OLE, establishing a connection between programs so that data in one document is updated when it changes in another.) to a particular task.

Best use     The Relationship Diagram view is most useful in the bottom pane of a combination view (combination view: A view containing two views. The bottom pane view shows detailed information about the tasks or resources in the top pane view. For example, the Gantt Chart view could be in the top pane and the Task Form view in the bottom pane.). When you select a task in the top pane, the bottom pane displays the task and its predecessors and successors.

Tables     The Relationship Diagram view does not make use of any tables (table: A set of columns that shows specific information about tasks, resources, and assignments in a sheet view.).

Filters     The Relationship Diagram view can use any of the task filters (filter: Specifies which task or resource information should be displayed or highlighted in a view. For example, when you apply the Critical filter, only critical tasks are displayed.) to display only the tasks you want to see. When you select a filter, the Relationship Diagram view displays the information as defined by that filter's criteria (criteria: In a filter, the instructions that specify which tasks or resources should be displayed when the filter is applied. For example, the criterion for the Completed Tasks filter is any task that is 100 percent complete.). The default filter is the All Tasks filter.

Grouping     The Relationship Diagram view does not support grouping (group: To combine or rearrange tasks or resources in a project according to specific criteria, for example, task duration, priority, resource overallocation, or finish date; do not confuse this with the Group field, which is a resource field.).

ShowTask Entry

Description     The Task Entry view (view: The combination of one or more views [Gantt Chart, Resource Sheet, and so on] and if applicable, a table and a filter. Use views to work with information in a variety of formats. There are three types of views: Charts or graphs, Sheets, and Forms.) is a combination view (combination view: A view containing two views. The bottom pane view shows detailed information about the tasks or resources in the top pane view. For example, the Gantt Chart view could be in the top pane and the Task Form view in the bottom pane.) that displays the Gantt Chart view in the top pane (pane: A section of a window that contains a view. A combination view consists of two panes, for example, the Gantt Chart view in the top pane and the Task Form view in the bottom pane.) and the Task Form view in the bottom pane. When you select a task (task: An activity that has a beginning and an end. Project plans are made up of tasks.) in the Gantt Chart view, information about that task appears in the Task Form view.

Best uses     Use the Task Entry view to:

  • View tasks graphically while still having access to detailed information about the tasks.
  • See how tasks progress across time.
  • See how tasks relate to one another across time.

Details     The default detail (details: Columns in the Task Usage and Resource Usage views, the Resource Graph view, and the form views that display useful information regarding a task, resource, or assignment.) used by the Task Form view is Resources & Predecessors, but you can apply other details by pointing to Details on the Format menu, and then clicking the details you want to apply.

Tables     The Gantt Chart view displays categories of information about the tasks, arranged in tables (table: A set of columns that shows specific information about tasks, resources, and assignments in a sheet view.). The default table for the Gantt Chart view is the Entry table, but you can select any of the task tables to display information about the project's tasks. The Task Form view does not make use of any tables.

Filters     The Gantt Chart view can use any of the task filters (filter: Specifies which task or resource information should be displayed or highlighted in a view. For example, when you apply the Critical filter, only critical tasks are displayed.) to display only the tasks you want to see. You cannot, however, apply a filter to any view in the bottom pane. When you select a filter, both the sheet (sheet: A spreadsheet-like representation [in rows and columns] of task or resource information. Each row specifies an individual task or resource. Each column [field] specifies a type of information, such as start dates or standard rates.) and chart (chart: A view or part of a view that represents project information graphically. For example, the Gantt Chart view consists of a sheet and a chart pane where tasks are represented as horizontal bars.) portions of the Gantt Chart view display the information as defined by that filter's criteria (criteria: In a filter, the instructions that specify which tasks or resources should be displayed when the filter is applied. For example, the criterion for the Completed Tasks filter is any task that is 100 percent complete.). The default filter for the Gantt Chart view is the All Tasks filter.

Grouping     The Task Entry view allows you to group (group: To combine or rearrange tasks or resources in a project according to specific criteria, for example, task duration, priority, resource overallocation, or finish date; do not confuse this with the Group field, which is a resource field.) tasks in the Gantt Chart portion of the view. You cannot group tasks in the Task Form portion.

ShowTask Sheet

Description     The Task Sheet view (view: The combination of one or more views [Gantt Chart, Resource Sheet, and so on] and if applicable, a table and a filter. Use views to work with information in a variety of formats. There are three types of views: Charts or graphs, Sheets, and Forms.) displays information about each task (task: An activity that has a beginning and an end. Project plans are made up of tasks.) (such as task duration (duration: The total span of active working time that is required to complete a task. This is generally the amount of working time from the start to finish of a task, as defined by the project and resource calendar.), start (start date: The date when a task is scheduled to begin. This date is based on the duration, calendars, and constraints of predecessor and successor tasks. A task's start date is also based on its own calendars and constraints.) and finish dates (finish date: The date that a task is scheduled to be completed. This date is based on the task's start date, duration, calendars, predecessor dates, task dependencies, and constraints.), and cost (cost: The total scheduled cost for a task, resource, or assignment, or for an entire project. This is sometimes referred to as the current cost. In Project, baseline costs are usually referred to as "budget.")) in a sheet (sheet: A spreadsheet-like representation [in rows and columns] of task or resource information. Each row specifies an individual task or resource. Each column [field] specifies a type of information, such as start dates or standard rates.) format.

Best uses     Use the Task Sheet view to:

Customization     To make the Task Sheet view fit your needs exactly, you can customize it or create a new version. When you save your project, the customized view is saved with the project file. To customize the Task Sheet view, you can:

Tables     The Task Sheet view displays categories of information about the tasks, arranged in tables (table: A set of columns that shows specific information about tasks, resources, and assignments in a sheet view.). The default table for the Task Sheet view is the Entry table, but you can select any of the task tables to display information about the project's tasks.

Filters     The Task Sheet view can use any of the task filters (filter: Specifies which task or resource information should be displayed or highlighted in a view. For example, when you apply the Critical filter, only critical tasks are displayed.) to display only the tasks you want to see. When you select a filter, the Task Sheet view displays the information as defined by that filter's criteria (criteria: In a filter, the instructions that specify which tasks or resources should be displayed when the filter is applied. For example, the criterion for the Completed Tasks filter is any task that is 100 percent complete.). The default filter is the All Tasks filter.

Grouping     The Task Sheet view allows you to group (group: To combine or rearrange tasks or resources in a project according to specific criteria, for example, task duration, priority, resource overallocation, or finish date; do not confuse this with the Group field, which is a resource field.) tasks.

ShowTask Usage

Description     The Task Usage view (view: The combination of one or more views [Gantt Chart, Resource Sheet, and so on] and if applicable, a table and a filter. Use views to work with information in a variety of formats. There are three types of views: Charts or graphs, Sheets, and Forms.) lists for each task (task: An activity that has a beginning and an end. Project plans are made up of tasks.) the resources (resources: The people, equipment, and material that are used to complete tasks in a project.) assigned to it and the amount of work (work: For tasks, the total labor required to complete a task. For assignments, the amount of work to which a resource is assigned. For resources, the total amount of work to which a resource is assigned for all tasks. Work is different from task duration.) that each resource has performed over time, whether per day, week, month, or other time increment. If you're more interested in cost (cost: The total scheduled cost for a task, resource, or assignment, or for an entire project. This is sometimes referred to as the current cost. In Project, baseline costs are usually referred to as "budget.") than work, you can use the Task Usage view to display the cost of each resource assigned to a task over time. You can also display multiple pieces of information simultaneously, such as work and actual work (actual work: The amount of work that has been performed on a task or assignment. When you enter actual work on a task, the remaining work is calculated using this formula: Remaining Work = Work - Actual Work. Actual work is often referred to as "actuals."), so that you can compare the various sets of information.

The sheet (sheet: A spreadsheet-like representation [in rows and columns] of task or resource information. Each row specifies an individual task or resource. Each column [field] specifies a type of information, such as start dates or standard rates.) portion of the Task Usage view displays tasks with the resources indented underneath the task to which they are assigned. By default, the information displayed in the sheet portion is more oriented toward the task (work, duration (duration: The total span of active working time that is required to complete a task. This is generally the amount of working time from the start to finish of a task, as defined by the project and resource calendar.), start (start date: The date when a task is scheduled to begin. This date is based on the duration, calendars, and constraints of predecessor and successor tasks. A task's start date is also based on its own calendars and constraints.), and finish (finish date: The date that a task is scheduled to be completed. This date is based on the task's start date, duration, calendars, predecessor dates, task dependencies, and constraints.)). The timephased (timephased: Task, resource, or assignment information that is distributed over time. You can review timephased information in any available time period in the fields on the right side of the Task Usage and Resource Usage views.) portion of the view is more oriented toward the resources, displaying information about work effort per resource or cost per resource. However, you can customize the Task Usage view to display a variety of information about the tasks (by applying a different table (table: A set of columns that shows specific information about tasks, resources, and assignments in a sheet view.)) or about the resources (by changing the details (details: Columns in the Task Usage and Resource Usage views, the Resource Graph view, and the form views that display useful information regarding a task, resource, or assignment.) displayed in the timescale).

Best uses     Use the Task Usage view to:

Customization     To make the Task Usage view fit your needs exactly, you can customize it or create a new version. When you save your project, the customized view is saved with the project file. To customize the Task Usage view, you can:

Details     The default detail used by the Task Usage view is Work, but you can apply other details by pointing to Details on the Format menu, and then clicking the details you want to apply.

You can also select additional usage details, such as actual cost (actual cost: The cost that has actually been incurred to date for a task, resource, or assignment. For example, if the only resource assigned to a task gets paid $20 per hour and has worked for two hours, the actual cost to date for the task is $40.), actual work, or baseline cost (baseline cost: The original project, resource, and assignment cost as shown in the baseline plan. The baseline cost is a snapshot of the cost at the time when the baseline plan was saved.), by clicking Detail Styles on the Format menu, clicking on the Usage Details tab, and then moving the details you want to the Show these fields list.

Tables     The Task Usage view displays categories of information about the tasks, arranged in tables. The default table for the Task Usage view is Usage, but you can select any of the task tables to display information about the project's tasks and associated resources.

Filters     The Task Usage view can use any of the task filters (filter: Specifies which task or resource information should be displayed or highlighted in a view. For example, when you apply the Critical filter, only critical tasks are displayed.) to display only the tasks you want to see. When you select a filter, both the sheet and timescale portions of the Task Usage view display the information as defined by that filter's criteria (criteria: In a filter, the instructions that specify which tasks or resources should be displayed when the filter is applied. For example, the criterion for the Completed Tasks filter is any task that is 100 percent complete.). The default filter is the All Tasks filter.

Grouping     The Task Usage view allows you to group (group: To combine or rearrange tasks or resources in a project according to specific criteria, for example, task duration, priority, resource overallocation, or finish date; do not confuse this with the Group field, which is a resource field.) tasks.

ShowTask Details Form

Description     Using the Task Details Form view (view: The combination of one or more views [Gantt Chart, Resource Sheet, and so on] and if applicable, a table and a filter. Use views to work with information in a variety of formats. There are three types of views: Charts or graphs, Sheets, and Forms.), you can enter, view, and edit detailed scheduling (schedule: The timing and sequence of tasks within a project. A schedule consists mainly of tasks, task dependencies, durations, constraints, and time-oriented project information.) information about your tasks (task: An activity that has a beginning and an end. Project plans are made up of tasks.) and resources (resources: The people, equipment, and material that are used to complete tasks in a project.), as well as tracking information, one task at a time. This form is especially effective for giving you an isolated view of a given task's characteristics.

You can view information about the previous or subsequent task by clicking Previous or Next. The order of your tasks is determined by whether you've sorted (sorting: A method of controlling the order in which task, resource, and other information is displayed.) or filtered (filter: Specifies which task or resource information should be displayed or highlighted in a view. For example, when you apply the Critical filter, only critical tasks are displayed.) your project. If you have not sorted or filtered your project, tasks are arranged by ID number (ID number: The number that Project assigns to each task, resource, or assignment as you add them to the project.).

You can use the Task Details Form view by itself, but it is most useful when displayed in the bottom pane (pane: A section of a window that contains a view. A combination view consists of two panes, for example, the Gantt Chart view in the top pane and the Task Form view in the bottom pane.) of a combination view (combination view: A view containing two views. The bottom pane view shows detailed information about the tasks or resources in the top pane view. For example, the Gantt Chart view could be in the top pane and the Task Form view in the bottom pane.). It then serves as support by providing additional information about the task you have selected in the top pane.

There are two related views that can help you manage your tasks: the Task Form view, which provides additional information for managing and scheduling tasks; and the Task Name Form view, which is a simplified form you can use to manage basic resource and scheduling information.

Best uses     Use the Task Details Form view to:

Details     You can apply a different set of details (details: Columns in the Task Usage and Resource Usage views, the Resource Graph view, and the form views that display useful information regarding a task, resource, or assignment.) to see assigned resources and task dependencies (task dependencies: A relationship between two linked tasks; linked by a dependency between their finish and start dates. There are four kinds of task dependencies: Finish-to-start [FS], Start-to-start [SS], Finish-to-finish [FF], and Start-to-finish [SF].), resource schedules, work (work: For tasks, the total labor required to complete a task. For assignments, the amount of work to which a resource is assigned. For resources, the total amount of work to which a resource is assigned for all tasks. Work is different from task duration.) and costs (cost: The total scheduled cost for a task, resource, or assignment, or for an entire project. This is sometimes referred to as the current cost. In Project, baseline costs are usually referred to as "budget.") on the task, as well as any related notes (note: Explanatory text that you can attach to a task, resource, or assignment.) or objects (object: In OLE, shared information, such as a chart, among different documents and different programs. The program used to create the object and the object type determines the programs that can be used to edit the object, as well as how it can be edited.). To display different details, point to Details on the Format menu, and then click the details you want to apply. The default detail used by the Task Details Form view is Resources & Predecessors.

Tables     The Task Details Form view does not make use of any tables (table: A set of columns that shows specific information about tasks, resources, and assignments in a sheet view.).

Filters     The Task Details Form view can use any of the task filters to display only the tasks you want to see. When you select a filter, the Task Details Form displays the information as defined by that filter's criteria (criteria: In a filter, the instructions that specify which tasks or resources should be displayed when the filter is applied. For example, the criterion for the Completed Tasks filter is any task that is 100 percent complete.). The default filter is the All Tasks filter.

Grouping     The Task Details Form view does not support grouping (group: To combine or rearrange tasks or resources in a project according to specific criteria, for example, task duration, priority, resource overallocation, or finish date; do not confuse this with the Group field, which is a resource field.).

ShowTask Form

Description     Using the Task Form view (view: The combination of one or more views [Gantt Chart, Resource Sheet, and so on] and if applicable, a table and a filter. Use views to work with information in a variety of formats. There are three types of views: Charts or graphs, Sheets, and Forms.), which is a simplified version of the Task Details Form view, you can enter, view, and edit basic task (task: An activity that has a beginning and an end. Project plans are made up of tasks.) and resource (resources: The people, equipment, and material that are used to complete tasks in a project.) scheduling information and tracking information, one task at a time. This form is especially effective for giving you an isolated view of a given task's basic characteristics.

You can view information about the previous or subsequent task by clicking Previous or Next. The order of your tasks is determined by whether you've sorted (sorting: A method of controlling the order in which task, resource, and other information is displayed.) or filtered (filter: Specifies which task or resource information should be displayed or highlighted in a view. For example, when you apply the Critical filter, only critical tasks are displayed.) your project. If you have not sorted or filtered your project, tasks are arranged by ID number (ID number: The number that Project assigns to each task, resource, or assignment as you add them to the project.).

You can use the Task Form view by itself, but it is most useful when displayed in the bottom pane (pane: A section of a window that contains a view. A combination view consists of two panes, for example, the Gantt Chart view in the top pane and the Task Form view in the bottom pane.) of a combination view (combination view: A view containing two views. The bottom pane view shows detailed information about the tasks or resources in the top pane view. For example, the Gantt Chart view could be in the top pane and the Task Form view in the bottom pane.). It then serves as support by providing additional information about the task you have selected in the top pane.

There are two related views that can help you manage your tasks: the Task Details Form view, which provides detailed information for managing and scheduling tasks; and the Task Name Form view, which is a simplified form you can use to manage basic resource and scheduling information.

Best uses     Use the Task Form view to:

Details     You can apply a different set of details (details: Columns in the Task Usage and Resource Usage views, the Resource Graph view, and the form views that display useful information regarding a task, resource, or assignment.) to see assigned resources and task dependencies (task dependencies: A relationship between two linked tasks; linked by a dependency between their finish and start dates. There are four kinds of task dependencies: Finish-to-start [FS], Start-to-start [SS], Finish-to-finish [FF], and Start-to-finish [SF].), resource schedules, work (work: For tasks, the total labor required to complete a task. For assignments, the amount of work to which a resource is assigned. For resources, the total amount of work to which a resource is assigned for all tasks. Work is different from task duration.) and costs (cost: The total scheduled cost for a task, resource, or assignment, or for an entire project. This is sometimes referred to as the current cost. In Project, baseline costs are usually referred to as "budget.") on the task, as well as any related notes (note: Explanatory text that you can attach to a task, resource, or assignment.) or objects (object: In OLE, shared information, such as a chart, among different documents and different programs. The program used to create the object and the object type determines the programs that can be used to edit the object, as well as how it can be edited.). To display different details, point to Details on the Format menu, and then click the details you want to apply. The default detail used by the Task Form view is Resources & Predecessors.

Tables     The Task Form view does not make use of any tables (table: A set of columns that shows specific information about tasks, resources, and assignments in a sheet view.).

Filters     The Task Form view can use any of the task filters to display only the tasks you want to see. When you select a filter, the Task Form view displays the information as defined by that filter's criteria (criteria: In a filter, the instructions that specify which tasks or resources should be displayed when the filter is applied. For example, the criterion for the Completed Tasks filter is any task that is 100 percent complete.). The default filter is the All Tasks filter.

Grouping     The Task Form view does not support grouping (group: To combine or rearrange tasks or resources in a project according to specific criteria, for example, task duration, priority, resource overallocation, or finish date; do not confuse this with the Group field, which is a resource field.).

ShowTask Name Form

Description     Using the Task Name Form view (view: The combination of one or more views [Gantt Chart, Resource Sheet, and so on] and if applicable, a table and a filter. Use views to work with information in a variety of formats. There are three types of views: Charts or graphs, Sheets, and Forms.), which is a simplified version of the Task Details Form view, you can enter, view, and edit basic task (task: An activity that has a beginning and an end. Project plans are made up of tasks.) and resource (resources: The people, equipment, and material that are used to complete tasks in a project.) scheduling information, one task at a time. This form is especially effective for giving you an isolated view of a given task's basic characteristics.

You can view information about the previous or subsequent task by clicking Previous or Next. The order of your tasks is determined by whether you've sorted (sorting: A method of controlling the order in which task, resource, and other information is displayed.) or filtered (filter: Specifies which task or resource information should be displayed or highlighted in a view. For example, when you apply the Critical filter, only critical tasks are displayed.) your project. If you have not sorted or filtered your project, tasks are arranged by ID number (ID number: The number that Project assigns to each task, resource, or assignment as you add them to the project.).

You can use the Task Name Form view by itself, but it is most useful when displayed in the bottom pane (pane: A section of a window that contains a view. A combination view consists of two panes, for example, the Gantt Chart view in the top pane and the Task Form view in the bottom pane.) of a combination view (combination view: A view containing two views. The bottom pane view shows detailed information about the tasks or resources in the top pane view. For example, the Gantt Chart view could be in the top pane and the Task Form view in the bottom pane.). It then serves as support by providing additional information about the task you have selected in the top pane.

There are two related views that can help you manage your tasks: the Task Details Form view, which provides additional information for managing and scheduling tasks; and the Task Form view, which you can use to display basic tracking and scheduling information about your tasks.

Best uses     Use the Task Name Form view to:

Details     You can apply a different set of details (details: Columns in the Task Usage and Resource Usage views, the Resource Graph view, and the form views that display useful information regarding a task, resource, or assignment.) to see assigned resources and task dependencies (task dependencies: A relationship between two linked tasks; linked by a dependency between their finish and start dates. There are four kinds of task dependencies: Finish-to-start [FS], Start-to-start [SS], Finish-to-finish [FF], and Start-to-finish [SF].), resource schedules (schedule: The timing and sequence of tasks within a project. A schedule consists mainly of tasks, task dependencies, durations, constraints, and time-oriented project information.), work (work: For tasks, the total labor required to complete a task. For assignments, the amount of work to which a resource is assigned. For resources, the total amount of work to which a resource is assigned for all tasks. Work is different from task duration.) and costs (cost: The total scheduled cost for a task, resource, or assignment, or for an entire project. This is sometimes referred to as the current cost. In Project, baseline costs are usually referred to as "budget.") on the task, as well as any related notes (note: Explanatory text that you can attach to a task, resource, or assignment.) or objects (object: In OLE, shared information, such as a chart, among different documents and different programs. The program used to create the object and the object type determines the programs that can be used to edit the object, as well as how it can be edited.). To display different details, point to Details on the Format menu, and then click the details you want to apply. The default detail used by the Task Name Form view is Resources & Predecessors.

Tables     The Task Name Form view does not make use of any tables (table: A set of columns that shows specific information about tasks, resources, and assignments in a sheet view.).

Filters     The Task Name Form view can use any of the task filters to display only the tasks you want to see. When you select a filter, the Task Name Form view displays the information as defined by that filter's criteria (criteria: In a filter, the instructions that specify which tasks or resources should be displayed when the filter is applied. For example, the criterion for the Completed Tasks filter is any task that is 100 percent complete.). The default filter is the All Tasks filter.

Grouping     The Task Name Form view does not support grouping (group: To combine or rearrange tasks or resources in a project according to specific criteria, for example, task duration, priority, resource overallocation, or finish date; do not confuse this with the Group field, which is a resource field.).

ShowTracking Gantt

Description     The Tracking Gantt view (view: The combination of one or more views [Gantt Chart, Resource Sheet, and so on] and if applicable, a table and a filter. Use views to work with information in a variety of formats. There are three types of views: Charts or graphs, Sheets, and Forms.) displays two task (task: An activity that has a beginning and an end. Project plans are made up of tasks.) bars, one on top of the other, for each task. The lower bar shows baseline (baseline plan: The original project plans [up to 11 per project] used to track progress on a project. The baseline plan is a snapshot of your schedule at the time that you save the baseline and includes information about tasks, resources, and assignments.) start and finish dates, and the upper bar shows scheduled start and finish dates. (Or, if the task has already started, meaning that the percent work complete (percent work complete: A percentage value that indicates the current status of a task, resource, or assignment, expressed as the percentage of work that has been completed.) is greater than zero, the upper bar shows the actual (actual: Information that shows what has actually occurred. For example, the actual start date for a task is the day that the task actually started.) start and the date through which work has been completed. If the task is 100% complete, the upper bar shows the actual start and finish dates.)

When you initially set up your project with tasks and dates and then save the project with a baseline, the Tracking Gantt view displays those tasks as shown in the following example.

Tracking Gantt view with schedule synchronized

The baseline bars and the scheduled or actual bars are synchronized. However, if the start date of the first task slips (slippage: The amount of time that a task has been delayed from its original baseline plan. The slippage is the difference between the scheduled start or finish date for a task and the baseline start or finish date.), the red scheduled bar extends beyond the lower baseline bar by the amount of the slip, as shown in the following example.

Tracking Gantt view showing slippage

Because the tasks are linked (linking: In a project, establishing a dependency between tasks. Linking tasks defines a dependency between their start and finish dates. In OLE, establishing a connection between programs so that data in one document is updated when it changes in another.), the slipping of the first task causes a ripple effect, making each of its successor tasks slip by the same amount of time.

Best uses     Use the Tracking Gantt view to:

Tables     The sheet (sheet: A spreadsheet-like representation [in rows and columns] of task or resource information. Each row specifies an individual task or resource. Each column [field] specifies a type of information, such as start dates or standard rates.) portion displays categories of information about the tasks, arranged in tables (table: A set of columns that shows specific information about tasks, resources, and assignments in a sheet view.). The default table for the Tracking Gantt view is the Entry table, but you can select any of the task tables to display information about the project's tasks.

Filters     The Tracking Gantt view can use any of the task filters (filter: Specifies which task or resource information should be displayed or highlighted in a view. For example, when you apply the Critical filter, only critical tasks are displayed.) to display only the tasks you want to see. When you select a filter, both the sheet and chart (chart: A view or part of a view that represents project information graphically. For example, the Gantt Chart view consists of a sheet and a chart pane where tasks are represented as horizontal bars.) portions of the Tracking Gantt view display the information as defined by that filter's criteria (criteria: In a filter, the instructions that specify which tasks or resources should be displayed when the filter is applied. For example, the criterion for the Completed Tasks filter is any task that is 100 percent complete.). The default filter is the All Tasks filter.

Grouping     The Tracking Gantt view allows you to group (group: To combine or rearrange tasks or resources in a project according to specific criteria, for example, task duration, priority, resource overallocation, or finish date; do not confuse this with the Group field, which is a resource field.) tasks.

ShowResource views

ShowResource Allocation

Description     The Resource Allocation view (view: The combination of one or more views [Gantt Chart, Resource Sheet, and so on] and if applicable, a table and a filter. Use views to work with information in a variety of formats. There are three types of views: Charts or graphs, Sheets, and Forms.) is a combination view (combination view: A view containing two views. The bottom pane view shows detailed information about the tasks or resources in the top pane view. For example, the Gantt Chart view could be in the top pane and the Task Form view in the bottom pane.) that displays the Resource Usage view in the top pane (pane: A section of a window that contains a view. A combination view consists of two panes, for example, the Gantt Chart view in the top pane and the Task Form view in the bottom pane.) and the Leveling Gantt view in the bottom pane.

You can quickly create a resource (resources: The people, equipment, and material that are used to complete tasks in a project.) list for your project by typing the name of each resource and related information in the top pane. A resource can be an individual, a company or department, a piece of equipment, a room, or any other resource you're using for your project.

Best uses     Use the Resource Allocation view to:

Tables     The Resource Allocation view displays categories of information about the resources, arranged in tables (table: A set of columns that shows specific information about tasks, resources, and assignments in a sheet view.). Because this is a combination view, each view makes use of certain tables that the other view might not.

The default table for the Resource Usage view is the Usage table, but you can select any of the resource tables to display information about the project's resources.

The default table for the Gantt Chart view is the Entry table, but you can select any of the task tables to display information about the project's tasks.

Filters     The Resource Usage view (which appears in the top pane) can use any of the resource filters (filter: Specifies which task or resource information should be displayed or highlighted in a view. For example, when you apply the Critical filter, only critical tasks are displayed.) to display only the information you want to see. You cannot, however, apply a filter to any view in the bottom pane. When you select a filter, the Resource Usage view displays the information as defined by that filter's criteria (criteria: In a filter, the instructions that specify which tasks or resources should be displayed when the filter is applied. For example, the criterion for the Completed Tasks filter is any task that is 100 percent complete.). The default filter is the All Resources filter.

Grouping     The Resource Allocation view allows you to group (group: To combine or rearrange tasks or resources in a project according to specific criteria, for example, task duration, priority, resource overallocation, or finish date; do not confuse this with the Group field, which is a resource field.) resources in the Resource Usage view portion only. The default filter for the Resource Usage view is the All Resources filter. You cannot group tasks in the Gantt Chart view portion.

ShowResource Form

Description     The Resource Form view (view: The combination of one or more views [Gantt Chart, Resource Sheet, and so on] and if applicable, a table and a filter. Use views to work with information in a variety of formats. There are three types of views: Charts or graphs, Sheets, and Forms.) displays detailed information about one resource (resources: The people, equipment, and material that are used to complete tasks in a project.) at a time. This form (form: A type of view that gives you detailed information about an individual task or resource.) is especially effective for giving you an isolated view of a given resource's efforts.

You can view information about the previous or subsequent resource by clicking Previous or Next. The order of your resources is determined by whether you've sorted (sorting: A method of controlling the order in which task, resource, and other information is displayed.) or filtered (filter: Specifies which task or resource information should be displayed or highlighted in a view. For example, when you apply the Critical filter, only critical tasks are displayed.) your project. If you have not sorted or filtered your information, resources are arranged by ID number (ID number: The number that Project assigns to each task, resource, or assignment as you add them to the project.).

You can use the Resource Form view by itself, but it is most useful when displayed in the bottom pane (pane: A section of a window that contains a view. A combination view consists of two panes, for example, the Gantt Chart view in the top pane and the Task Form view in the bottom pane.) of a combination view (combination view: A view containing two views. The bottom pane view shows detailed information about the tasks or resources in the top pane view. For example, the Gantt Chart view could be in the top pane and the Task Form view in the bottom pane.). It then serves as support by providing additional information about the resource you have selected in the top pane.

You can quickly create a resource list for your project by typing the name of each resource and related information in the Resource Sheet view or Resource Usage view. A resource can be an individual, a company or department, a piece of equipment, a room, or any other resource you're using for your project.

The Resource Name Form view, which is a simplified version of the Resource Form view, can also be used to provide general information about your resources.

Best uses     Use the Resource Form view to:

Details     You can apply a different set of details to see a resource's schedule, costs, and work information, as well as any related notes (note: Explanatory text that you can attach to a task, resource, or assignment.) or objects (object: In OLE, shared information, such as a chart, among different documents and different programs. The program used to create the object and the object type determines the programs that can be used to edit the object, as well as how it can be edited.). To display different details, point to Details on the Format menu, and then click the details you want to apply. The default detail used by the Resource Form view is Schedule.

Tables     The Resource Form view does not make use of any tables (table: A set of columns that shows specific information about tasks, resources, and assignments in a sheet view.).

Filters     The Resource Form view can use any of the resource filters to display only the information you want to see. When you select a filter, the Resource Form view displays the information as defined by that filter's criteria (criteria: In a filter, the instructions that specify which tasks or resources should be displayed when the filter is applied. For example, the criterion for the Completed Tasks filter is any task that is 100 percent complete.). The default filter is the All Resources filter.

Grouping     The Resource Form view does not support grouping (group: To combine or rearrange tasks or resources in a project according to specific criteria, for example, task duration, priority, resource overallocation, or finish date; do not confuse this with the Group field, which is a resource field.).

ShowResource Graph

Description     The Resource Graph view (view: The combination of one or more views [Gantt Chart, Resource Sheet, and so on] and if applicable, a table and a filter. Use views to work with information in a variety of formats. There are three types of views: Charts or graphs, Sheets, and Forms.) graphically displays information about the allocation (resource allocation: The assignment of resources to tasks in a project.), work (work: For tasks, the total labor required to complete a task. For assignments, the amount of work to which a resource is assigned. For resources, the total amount of work to which a resource is assigned for all tasks. Work is different from task duration.), or cost (cost: The total scheduled cost for a task, resource, or assignment, or for an entire project. This is sometimes referred to as the current cost. In Project, baseline costs are usually referred to as "budget.") of resources (resources: The people, equipment, and material that are used to complete tasks in a project.) over time. By displaying the Resource Graph in a combination view (combination view: A view containing two views. The bottom pane view shows detailed information about the tasks or resources in the top pane view. For example, the Gantt Chart view could be in the top pane and the Task Form view in the bottom pane.), with a resource view (resource view: A view that displays resource information. Resource views include the Resource Sheet, the Resource Graph, the Resource Usage, and the resource forms views.) in the top pane (pane: A section of a window that contains a view. A combination view consists of two panes, for example, the Gantt Chart view in the top pane and the Task Form view in the bottom pane.) and the Resource Graph in the bottom pane, you can review the resource information for one resource at a time, for the selected resources, or for a single resource and the combined selected resources simultaneously. When you display a task view (task view: A view that displays task information. Task views include three task forms; examples include Calendar, Detail Gantt, Gantt Chart, Milestone Rollup, PA_PERT Entry Sheet, Task Entry, Relationship Diagram, Task Sheet, and Task Usage.) in the top pane, the Resource Graph shows resource information for each task (task: An activity that has a beginning and an end. Project plans are made up of tasks.) or selected tasks, and for each resource assigned to those tasks.

Best uses     Use the Resource Graph view to:

Customization     To make the Resource Graph view fit your needs, you can customize it. When you save your project, the customized view is saved with the project file. To customize the Resource Graph view, you can:

Details     The default detail (details: Columns in the Task Usage and Resource Usage views, the Resource Graph view, and the form views that display useful information regarding a task, resource, or assignment.) used by the Resource Graph view is Peak Units, but you can apply other details by pointing to Details on the Format menu, and then clicking the details you want to apply.

Tables     The Resource Graph view does not make use of any tables (table: A set of columns that shows specific information about tasks, resources, and assignments in a sheet view.).

Filters     The Resource Graph view can use any of the resource filters (filter: Specifies which task or resource information should be displayed or highlighted in a view. For example, when you apply the Critical filter, only critical tasks are displayed.) to display only the information you want to see. When you select a filter, the Resource Graph view displays the information as defined by that filter's criteria (criteria: In a filter, the instructions that specify which tasks or resources should be displayed when the filter is applied. For example, the criterion for the Completed Tasks filter is any task that is 100 percent complete.). The default filter is the All Resources filter.

Grouping     The Resource Graph view does not support grouping (group: To combine or rearrange tasks or resources in a project according to specific criteria, for example, task duration, priority, resource overallocation, or finish date; do not confuse this with the Group field, which is a resource field.).

ShowResource Name Form

Description     The Resource Name Form view (view: The combination of one or more views [Gantt Chart, Resource Sheet, and so on] and if applicable, a table and a filter. Use views to work with information in a variety of formats. There are three types of views: Charts or graphs, Sheets, and Forms.) (a simplified version of the Resource Form view) is an effective way to enter and edit information about tasks (task: An activity that has a beginning and an end. Project plans are made up of tasks.) assigned to resources (resources: The people, equipment, and material that are used to complete tasks in a project.), displaying the information one resource at a time. This form is especially effective for giving you an isolated view of a given resource's efforts.

You can view information about the previous or subsequent resource by clicking Previous or Next. The order of your resources is determined by whether you've sorted (sorting: A method of controlling the order in which task, resource, and other information is displayed.) or filtered (filter: Specifies which task or resource information should be displayed or highlighted in a view. For example, when you apply the Critical filter, only critical tasks are displayed.) your project. If you have not sorted or filtered your project, resources are arranged by ID number (ID number: The number that Project assigns to each task, resource, or assignment as you add them to the project.).

Best use     Use the Resource Name Form view to see at a glance all the tasks and schedule (schedule: The timing and sequence of tasks within a project. A schedule consists mainly of tasks, task dependencies, durations, constraints, and time-oriented project information.) information assigned to a resource.

Details     You can apply a different set of details (details: Columns in the Task Usage and Resource Usage views, the Resource Graph view, and the form views that display useful information regarding a task, resource, or assignment.) to see a resource's schedule, costs (cost: The total scheduled cost for a task, resource, or assignment, or for an entire project. This is sometimes referred to as the current cost. In Project, baseline costs are usually referred to as "budget."), and work (work: For tasks, the total labor required to complete a task. For assignments, the amount of work to which a resource is assigned. For resources, the total amount of work to which a resource is assigned for all tasks. Work is different from task duration.) information, as well as any related notes (note: Explanatory text that you can attach to a task, resource, or assignment.) or objects (object: In OLE, shared information, such as a chart, among different documents and different programs. The program used to create the object and the object type determines the programs that can be used to edit the object, as well as how it can be edited.). To display different details, point to Details on the Format menu, and then click the details you want to apply. The default detail used by the Resource Name Form view is Schedule.

Tables     The Resource Name Form view does not make use of any tables (table: A set of columns that shows specific information about tasks, resources, and assignments in a sheet view.).

Filters     The Resource Name Form view can use any of the resource filters to display only the information you want to see. When you select a filter, the Resource Name Form view displays the information as defined by that filter's criteria (criteria: In a filter, the instructions that specify which tasks or resources should be displayed when the filter is applied. For example, the criterion for the Completed Tasks filter is any task that is 100 percent complete.). The default filter is the All Resources filter.

Grouping     The Resource Name Form view does not support grouping (group: To combine or rearrange tasks or resources in a project according to specific criteria, for example, task duration, priority, resource overallocation, or finish date; do not confuse this with the Group field, which is a resource field.).

ShowResource Sheet

Description     The Resource Sheet view (view: The combination of one or more views [Gantt Chart, Resource Sheet, and so on] and if applicable, a table and a filter. Use views to work with information in a variety of formats. There are three types of views: Charts or graphs, Sheets, and Forms.) displays resource (resources: The people, equipment, and material that are used to complete tasks in a project.) information in a sheet (sheet: A spreadsheet-like representation [in rows and columns] of task or resource information. Each row specifies an individual task or resource. Each column [field] specifies a type of information, such as start dates or standard rates.) format, in which you can review, add, or edit information about each resource. Such information includes the payment rate, the number of work (work: For tasks, the total labor required to complete a task. For assignments, the amount of work to which a resource is assigned. For resources, the total amount of work to which a resource is assigned for all tasks. Work is different from task duration.)-hours assigned, and the planned (baseline (baseline cost: The original project, resource, and assignment cost as shown in the baseline plan. The baseline cost is a snapshot of the cost at the time when the baseline plan was saved.)) and actual cost (actual cost: The cost that has actually been incurred to date for a task, resource, or assignment. For example, if the only resource assigned to a task gets paid $20 per hour and has worked for two hours, the actual cost to date for the task is $40.).

You can quickly create a resource list for your project by typing the name of each resource and related information. A resource can be an individual, a company or department, a piece of equipment, a room, or any other resource you're using for your project.

Best uses     Use the Resource Sheet view to:

Customization     To make the Resource Sheet view fit your needs exactly, you can customize it or create a new version. When you save your project, the customized view is saved with the project file. To customize the Resource Sheet view, you can:

Tables     The Resource Sheet view displays categories of information about the resources, arranged in tables (table: A set of columns that shows specific information about tasks, resources, and assignments in a sheet view.). The default table for the Resource Sheet view is the Entry table, but you can select any of the resource tables to display information about the project's resources.

Filters     The Resource Sheet view can use any of the resource filters (filter: Specifies which task or resource information should be displayed or highlighted in a view. For example, when you apply the Critical filter, only critical tasks are displayed.) to display only the information you want to see. When you select a filter, the Resource Sheet view displays the information as defined by that filter's criteria (criteria: In a filter, the instructions that specify which tasks or resources should be displayed when the filter is applied. For example, the criterion for the Completed Tasks filter is any task that is 100 percent complete.). The default filter is the All Resources filter.

Grouping     The Resource Sheet allows you to group (group: To combine or rearrange tasks or resources in a project according to specific criteria, for example, task duration, priority, resource overallocation, or finish date; do not confuse this with the Group field, which is a resource field.) resources.

ShowResource Usage

Description     The Resource Usage view (view: The combination of one or more views [Gantt Chart, Resource Sheet, and so on] and if applicable, a table and a filter. Use views to work with information in a variety of formats. There are three types of views: Charts or graphs, Sheets, and Forms.) lists for each resource (resources: The people, equipment, and material that are used to complete tasks in a project.) the assigned tasks (task: An activity that has a beginning and an end. Project plans are made up of tasks.) and the total amount of work (work: For tasks, the total labor required to complete a task. For assignments, the amount of work to which a resource is assigned. For resources, the total amount of work to which a resource is assigned for all tasks. Work is different from task duration.) that the resource is scheduled to perform on each task, whether per day, week, month, or other time increment. If you're more interested in cost (cost: The total scheduled cost for a task, resource, or assignment, or for an entire project. This is sometimes referred to as the current cost. In Project, baseline costs are usually referred to as "budget.") than work, you can use the Resource Usage view to display the cost of a resource's tasks over time, or you can display both cost and work at the same time.

You can quickly create a resource list for your project by typing the name of each resource and related information in the Resource Sheet view or Resource Usage view. A resource can be an individual, a company or department, a piece of equipment, a room, or any other resource you're using for your project.

Best uses     Use the Resource Usage view to:

Customization     To make the Resource Usage view fit your needs exactly, you can customize it or create a new version. When you save your project, the customized view is saved with the project file. To customize the Resource Usage view, you can:

Details     The default detail (details: Columns in the Task Usage and Resource Usage views, the Resource Graph view, and the form views that display useful information regarding a task, resource, or assignment.) used by the Resource Usage view is Work, but you can apply other details by pointing to Details on the Format menu, and then clicking the details you want to apply.

You can also select additional usage details, such as Actual Cost (actual cost: The cost that has actually been incurred to date for a task, resource, or assignment. For example, if the only resource assigned to a task gets paid $20 per hour and has worked for two hours, the actual cost to date for the task is $40.), Actual Work (actual work: The amount of work that has been performed on a task or assignment. When you enter actual work on a task, the remaining work is calculated using this formula: Remaining Work = Work - Actual Work. Actual work is often referred to as "actuals."), or Baseline Cost (baseline cost: The original project, resource, and assignment cost as shown in the baseline plan. The baseline cost is a snapshot of the cost at the time when the baseline plan was saved.), by clicking Detail Styles on the Format menu, clicking on the Usage Details tab, and then moving the details you want to the Show these fields list.

Tables     The Resource Usage view displays categories of information about the resources, arranged in tables (table: A set of columns that shows specific information about tasks, resources, and assignments in a sheet view.). The default table for the Resource Usage view is the Usage table, but you can select any of the resource tables to display information about the project's resources.

Filters     The Resource Usage view can use any of the resource filters (filter: Specifies which task or resource information should be displayed or highlighted in a view. For example, when you apply the Critical filter, only critical tasks are displayed.) to display only the information you want to see. When you select a filter, the Resource Usage view displays the information as defined by that filter's criteria (criteria: In a filter, the instructions that specify which tasks or resources should be displayed when the filter is applied. For example, the criterion for the Completed Tasks filter is any task that is 100 percent complete.). The default filter is the All Resources filter.

Grouping     The Resource Usage view allows you to group (group: To combine or rearrange tasks or resources in a project according to specific criteria, for example, task duration, priority, resource overallocation, or finish date; do not confuse this with the Group field, which is a resource field.) resources.

ShowCombination views

Combination views are views that contain two views. The bottom pane view shows detailed information about the tasks or resources in the top pane view.

ShowCalendar in a combination view

Most of the time, you will probably use the Calendar view (view: The combination of one or more views [Gantt Chart, Resource Sheet, and so on] and if applicable, a table and a filter. Use views to work with information in a variety of formats. There are three types of views: Charts or graphs, Sheets, and Forms.) by itself to see as many task (task: An activity that has a beginning and an end. Project plans are made up of tasks.) bars as possible. But you can combine it with another view if you want to view information simultaneously in two Project views. The Calendar view must be in the top pane in any combination view (combination view: A view containing two views. The bottom pane view shows detailed information about the tasks or resources in the top pane view. For example, the Gantt Chart view could be in the top pane and the Task Form view in the bottom pane.).

This combination view helps you with the following:

ShowGantt Chart in a combination view

You can display the Gantt Chart view (view: The combination of one or more views [Gantt Chart, Resource Sheet, and so on] and if applicable, a table and a filter. Use views to work with information in a variety of formats. There are three types of views: Charts or graphs, Sheets, and Forms.) in combination with any other view.

This combination view helps you with the following:

ShowNetwork Diagram in a combination view

Most of the time, you can use the Network Diagram view (view: The combination of one or more views [Gantt Chart, Resource Sheet, and so on] and if applicable, a table and a filter. Use views to work with information in a variety of formats. There are three types of views: Charts or graphs, Sheets, and Forms.) by itself to see as many network diagram (Network Diagram: A diagram that shows dependencies between project tasks. Tasks are represented by boxes, or nodes, and task dependencies are represented by lines that connect the boxes. In Project, the Network Diagram view is a network diagram.) boxes as possible at once. But you can combine it with another view if you want to see information simultaneously in two views. The Network Diagram view can be displayed in the top or bottom pane (pane: A section of a window that contains a view. A combination view consists of two panes, for example, the Gantt Chart view in the top pane and the Task Form view in the bottom pane.) in any combination view (combination view: A view containing two views. The bottom pane view shows detailed information about the tasks or resources in the top pane view. For example, the Gantt Chart view could be in the top pane and the Task Form view in the bottom pane.). When displayed in the bottom pane, the network diagram is laid out automatically.

This combination view helps you with the following:

ShowRelationship Diagram in a combination view

You can display the Relationship Diagram view (view: The combination of one or more views [Gantt Chart, Resource Sheet, and so on] and if applicable, a table and a filter. Use views to work with information in a variety of formats. There are three types of views: Charts or graphs, Sheets, and Forms.) in combination with any other view.

This combination view helps you with the following:

ShowResource Form in a combination view

You can display the Resource Form view (view: The combination of one or more views [Gantt Chart, Resource Sheet, and so on] and if applicable, a table and a filter. Use views to work with information in a variety of formats. There are three types of views: Charts or graphs, Sheets, and Forms.) in combination with any other view.

This combination view helps you with the following:

ShowResource Graph in a combination view

You can display the Resource Graph view (view: The combination of one or more views [Gantt Chart, Resource Sheet, and so on] and if applicable, a table and a filter. Use views to work with information in a variety of formats. There are three types of views: Charts or graphs, Sheets, and Forms.) in combination with any other view.

This combination view helps you with the following:

ShowResource Sheet in a combination view

You can display the Resource Sheet view (view: The combination of one or more views [Gantt Chart, Resource Sheet, and so on] and if applicable, a table and a filter. Use views to work with information in a variety of formats. There are three types of views: Charts or graphs, Sheets, and Forms.) in combination with any other view.

This combination view helps you with the following:

ShowResource Usage view in a combination view

You can display the Resource Usage view (view: The combination of one or more views [Gantt Chart, Resource Sheet, and so on] and if applicable, a table and a filter. Use views to work with information in a variety of formats. There are three types of views: Charts or graphs, Sheets, and Forms.) in combination with any other view.

This combination view helps you with the following:

ShowTask Form in a combination view

You can display the Task Form view (view: The combination of one or more views [Gantt Chart, Resource Sheet, and so on] and if applicable, a table and a filter. Use views to work with information in a variety of formats. There are three types of views: Charts or graphs, Sheets, and Forms.) in combination with any other view.

This combination view helps you with the following:

ShowTask Sheet in a combination view

You can display the Task Sheet view (view: The combination of one or more views [Gantt Chart, Resource Sheet, and so on] and if applicable, a table and a filter. Use views to work with information in a variety of formats. There are three types of views: Charts or graphs, Sheets, and Forms.) in combination with any other view.

This combination view helps you with the following:

ShowTask Usage view in a combination view

You can display the Task Usage view (view: The combination of one or more views [Gantt Chart, Resource Sheet, and so on] and if applicable, a table and a filter. Use views to work with information in a variety of formats. There are three types of views: Charts or graphs, Sheets, and Forms.) in combination with any other view.

When you display the Task Usage view in the top pane (pane: A section of a window that contains a view. A combination view consists of two panes, for example, the Gantt Chart view in the top pane and the Task Form view in the bottom pane.) and any resource view (resource view: A view that displays resource information. Resource views include the Resource Sheet, the Resource Graph, the Resource Usage, and the resource forms views.) in the bottom pane, the view in the bottom pane shows the resources (resources: The people, equipment, and material that are used to complete tasks in a project.) assigned to the selected tasks (task: An activity that has a beginning and an end. Project plans are made up of tasks.), along with information about those resources.

When you display the Task Usage view in the top pane and any task view (task view: A view that displays task information. Task views include three task forms; examples include Calendar, Detail Gantt, Gantt Chart, Milestone Rollup, PA_PERT Entry Sheet, Task Entry, Relationship Diagram, Task Sheet, and Task Usage.) in the bottom pane, the view in the bottom pane shows the task selected in the Task Usage view, along with information about the task.

When you display any resource view in the top pane and the Task Usage view in the bottom pane, the view in the bottom pane shows the resource selected in the top pane with each assigned task, along with information about the assigned tasks.

When you display any task view in the top pane and the Task Usage view in the bottom pane, the view in the bottom pane shows the task selected in the top pane, along with information about the task.

 
 
Applies to:
Project 2007