Forum Replies Created
- 06/13/2019 at 11:33 am in reply to: sharing a master project schedule that has a subproject #415777
Andrai, this is precisely what http://www.projectplan365.com does! See the “team” plan for easy sharing, without the overhead (or expense) of Project Server. Comes with it’s own secure cloud drive for delivering portfolio management at a low cost to small PMOs. Best of luck, and tell them Jig’s sent ya!04/10/2019 at 8:45 am in reply to: Viewing subtask dependencies in Summary Task rollup #415302
Hi Ellen, if I understand what you want, I have to say that’s not a standard way to display tasks on a timeline. The assumption is that one summary bar follows another. You have summary bars, right? If so, you can change the display of the bar to better reenforce the connection. Right click on the right side of the Gantt, and select Bar Styles.Then adjust the Summary Appearance. Here you can also play with From and To to further customize the display. Best, Jigs
If Sai’s fix above does not fix, i.e. the initials are there, I think this may be a bug that I’ve seen before (assuming the resource is really assigned, just missing from the Gantt bar view. I remember the fix, albeit not good, was to delete the resource and re-add and re-assign it.
Btw, are you using Project 2019? I am, but my version is 1902 (Build 11328.202222) which I thought was the latest. Thx.
@Talha Siddiqui Go to File / New and in the Search box type Agile. Select the template Agile project management – and off ya go. Best of luck, Jigs
Namaste Matthew, as Larry suggests above, a full tutorial is needed (even if just for a few hours) on the basics of MSP. But for your job at hand, u should begin with a high-level outline, just as if you were writing a research paper or report. See here for one way of creating this high level structure we call a Work Breakdown Structure: https://www.mpug.com/articles/mind-mapping-your-way-to-better-microsoft-project-plans/
I don’t really know what you are trying to do, but from your short description that outline might look like this:
Harbor Monthly Schedule (Boats 1 to xx) Master Plan
– Subproject 1 / Boat 1
– Subproject 2 / Boat 2
– Subproject x / Boat x
– Major Category of Tasks 1
– Major Category of Tasks 2
– Major Category of Tasks x
– Category x, Task 1
– Category x, Task 2
– Category x, Task x
The above uses a Master Plan / Subproject scenario so you can work on each boat independent of the main plan (or conversely, manipulate / view at all the boat data from one place.
Don’t forget to set a baseline before putting the Harbor plan into play (that will give you variances between planned and actuals):https://www.mpug.com/articles/what-is-a-baseline/
Also, sounds like you will also need to understand how MSP does calendaring, so you can set up a 24 hour (or whatever ) schedule and then enter the work in hours. The default calendar is 40 hours per week, 8 hours per day. If that works, no need to change (just enter work in hours, and not percentages). See https://www.projectplan365.com/2017/09/14/resource-calendaring-the-forgotten-importance-within-project-management/ for a high level overview of what you need to do.
I could go on… but gotta get back to work. Best of luck! Jigs
My class-ware attempted this back in 2015 (I’m retired now) and in that case I just setup a PWA on Project Server 2013 and gave students access to that. As I recall, Project Online was new, so I just demonstrated that on the last day of class. As Larry mentioned above, it’s a shifting landscape, so perhaps hardcoding interface details into the courseware is not a good idea. I saved all the “flavor” differences until the last day, and just focused 3 or 4 days on the basic mechanics of creating valid .mpp files. Best of luck! Jigs
@Christine, did u use a TextXx type? Also, try making the first item in the lookup list as default (Use a value from the table as the default entry for the field / Set Default. Good luck!
@Keith, I’ve long thought of putting together a public repository of completed projects (needed for things like
this and this – and even this). I don’t know how we PMs are ever going to benefit from Big Data until we get some. But to your need, I have seen many completed projects, and even have a stash, but can’t share due to NDAs / Confidentiality agreements. .MPPs can’t be redacted, and still function.
If anyone here is interested in starting a public repository of .MPPs, let meknow!
Jigs03/01/2019 at 4:58 am in reply to: How to: see all the "active" tasks today, across my 20 proj's in Project Server #415012
Hi George, u could just create a master project and imbed them all as subs, and then just look at an expanded Gantt (View / Data / Outline / All Subtasks) and then use the Tables / Schedule and Sort to see them all listed by Start Date or whatever. I think that’s one way 🙂 Cheers, Jigs02/28/2019 at 9:39 pm in reply to: Creating a Master Schedule with subprojects created in different MSP versions #415008
@Emma, I was referring to custom fields /formulas / VBA / etc. written back in 2007 that may have worked then, but may now work now due to changes over the years. I doubt u would have any problems writing / inserting fresh ones.
I’ve had to do just what you propose in a classroom setting, where each student would have files produced from different versions of MSP (there must have been some 2007 files in the mix back in the day), and I would always have the latest up on the lectern.When we got to the lesson on Master Plans, I would solicit project files from the students and throw a master together from that (always fun to do). Occasionally something would not look right or I’d get an error, but I would just use another file and quickly move on, never bothering to troubleshoot during class. After class, it was often found that the broken file had come from 2010, or came from an infected Windows platform (at which point I would stop touching that machine and sanitize my hands).
BUT, since you have the files in a controlled environment, you could just open them and save them using 2016, making sure they work independently. If they work independently (everything calculates correctly), they should work as subs in a master plan. I would not export the data from a file unless it was clearly messed up and hopeless, and I certainly would not mash all the exports together into a new file, unless that was my last resort. Best of luck, Jigs02/27/2019 at 11:09 pm in reply to: Creating a Master Schedule with subprojects created in different MSP versions #415004
Emma, I’ve done what u propose with files going back to 2010, and any major issues were cosmetic – where older files that are customized by the owners (currencies, columns, colors on the gantt, fonts, etc.) would display in unexpected ways when opened within the master (i.e. expanded out). If your files are standard project files (no customized formulas to fields or inserted VBA), u should be fine, but I think the only way to know for sure is to fire up 2016, insert the files one at a time, and check for functionality & integrity. But theoretically, what you want to do is possible. Best, Jigs
@chris sure thing, and it is not complex, u (or ur pal) just have to learn the clicks to imbed sub project(s), and off u go. You may be familiar with the concept in Microsoft Word (called Master Document). Under View / Outline / Master Document in MS Word, you are doing essentially the same thing in MS Project under Project / Subproject. Good luck!
Chris, just do what you can to learn about Master Projects and Sub Projects (it’s in the interface). Basically, you create a master plan, imbed the subsets, and then use the master plan or any of the subprojects to change the data, and then data is automatically updated in both places (master and sub). It’s really easy but the only caveat is that you don’t want to move file locations after you set things up. Links are created, and while they can be broken / changed, it’s not intuitive. Also, hosting linked .MPP files on cloud services (with bad / iffy connectivity) can also be problematic. Just a few thoughts – best, Jigs01/18/2019 at 11:36 pm in reply to: Collaboration and Project Online/SharePoint Online #414580
Hi Christine, welcome to MPUG! What I like to do (and I’ve done all that you describe above, and then some), is to use Project Plan 365 (http://www.projectplan365.com) to add collaborators to my project plans. They can either use the free or paid version to view or edit the schedule that you produce, by just examining your plan as presented. Collaborators can see most all the views that you can, and all you have to do is share the .MPP file online. Depending on what collaborators need to do (and how much each collaborator pays the app developer), they can sort, filter, add and update the project data contained in the .MPP file. The tool is simple to use, and is basically a lightweight version of MSP – plus does stuff that MS Project can’t do, like open up a .MPP on an iPhone (without a web browser). With a business plan from Project Plan 365 website, the PM can even define what collaborators can change or not, and all collaborators can work on the same plan in real time (i.e. you are all in the schedule together, in real time). See next week’s MPUG newsletter for my article on “Real-time Collaboration” for more info. Best, Jigs
Hi Michelle! Yes, I use custom text fields all the time for this purpose; works great. A resource can be identified by country or department easily this way, and then you can sort and filter on that field to your heart’s content. Cheers, Jigs