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Do’s and Don’ts: Use a Combination View to Ease Problem Solving

You have probably noticed that some of the most powerful views in Project have an upper part and a lower part. These two part views are called Combination Views. The upper part is called the Primary. It is for identifying a single component such as a resource or a task. The bottom part is called the Details. It is to provide more information about what is selected in the Primary. A great example in every version of Project is the “Task Entry” View shown below.

(Click on Figure to expand)

The “Task Entry” View is comprised of a “Gantt Chart” in the Primary and a “Task Form” in the Details. Select a task in the “Gantt Chart” and the “Task Form” tells you literally everything you need to know about the task including resources assigned and the work assigned to them, task predecessors, task type and whether the task is effort driven or not. If you right click on the “Task Form”, Project will offer you a list of other Details available such as “Work”, “Cost” and “Schedule”.

Another great View to aid in resource leveling is the “Resource Allocation” View. “Resource Usage” View is the Primary and “Leveling Gantt” View is the Detail.

(Click on Figure to expand)

This Combination View is designed to highlight resource overallocations in the Primary and show any concurrent or overlapping task assignments in the Details. It’s a great start to understanding the impact of the schedule to your resource assignments.

When you have solved unacceptable overallocations by using leveling techniques, the “Leveling Gantt” will illustrate the pre leveled and post leveled schedule for your analysis.

You aren’t limited to the “canned” Combination Views. You can create your own!  Some great combinations are the “Resource Graph” over the “Gantt Chart”, “Gantt Chart” over the “Relationship Diagram” and “Resource Sheet” over the “Resource Graph”.

If you’ve never created a Combination View, Project 2013 and 2016 Help has a great tutorial under “Split a view”. Other versions use similar language.

Give Combination Views a try. You’ll save a little time analyzing and problem solving!

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This article was originally published at http://winprojblog.blogspot.com/2017/03/dos-and-donts-use-combination-view-to.html. Used with permission.

Sam Huffman
Written by Sam Huffman

Sam Huffman first gained insight into Microsoft Project while working as a member of the MS Project development and support team. He has maintained his depth of knowledge of MS Project with each release and is a leading authority in the use and features of MS Project, Project Server and Project Online. Since the early 1990’s Sam has honed his instruction skills by delivering training programs to thousands every year. Sam is a frequent content contributor to the Microsoft Project User Group (MPUG) and speaks to groups often about MS Project, Enterprise Project Management and the discipline of Project Management. He was awarded Microsoft Most Valuable Professional from 2010-2017. Check out his blog on MS Project.

The softcover version of my newest book Microsoft® Project Do’s and Don’ts is now available for purchase! It is portable, brief and to the point so you can find help when you need it. Through tips, best practices and examples it will help you jumpstart your project!

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1 Comment
  1. One of the nice things about combination views is that they provide access to all needed information from one screen. In Sam’s example of Resource Usage over Leveling Gantt, on the top, you can double click the resource to see the Resource Information window and on the bottom of the same screen, you can double click on a task to view the Task Information windows.
    Additionally, clicking on the resource row on top shows only the tasks to which the resource is assigned on the bottom.

    Excellent tip Sam!

    Reply

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