Tracking Projects
Filter resources in the Resource Explorer window
Click the Display Options bar in the Resource Explorer window, then choose Filter By and one of the options listed below.
View by Resource
All Active Resources: Displays all resources assigned in the enterprise.
All Resources: Displays all resources defined for the enterprise.
Current Project's Resources: Displays resources assigned to the project currently selected in the Project Explorer window.
Customize: Enables you to specify how you want to filter resources.
View by Role
All Roles: Displays all roles defined for the enterprise.
Current Project's Roles: Displays roles assigned to the project currently selected in the Project Explorer window.
Customize: Enables you to specify how you want to filter roles.
Working with the Gantt Chart
Change a Gantt Chart bar's timescale
1)Display the Gantt Chart, then choose View, Top Layout Options, Bars.
2)Select the bar.
3)In the Timescale column, select the timeperiod you want the bar to represent.
4)To preview the new bar without closing the Bars dialog box, click Apply.
Here is more detail about specifying a bar's timescale:
Depending on whether an activity layout or a tracking layout is displayed, the options vary for specifying the timeperiod represented by a Gantt Chart bar. Some timeperiods are available for both layout types. In activity layouts the bars represent dates for an activity; in tracking layouts, depending on the current view, bars may represent an EPS node, project, or WBS element.
To represent this value: |
Select this bar: |
Start Date to Finish Date |
Current Bar |
|
|
Percent Complete |
% Complete Bar |
|
|
Performance Percent Complete |
Performance % Complete |
|
Bar |
Planned Start Date to Planned Finish Date |
Plan Bar |
|
|
Actual Start Date to Actual Finish Date |
Actual Bar |
|
|
Remaining Start Date to Remaining Finish Date |
Remain Bar |
|
|
259
P6 Professional User Guide
To represent this value: |
Select this bar: |
Primary Baseline Planned Start Date to Primary Baseline |
Primary Baseline Bar |
Planned Finish Date |
|
Secondary Baseline Planned Start Date to Secondary |
Secondary Baseline Bar |
Baseline Planned Finish Date |
|
Tertiary Baseline Planned Start Date to Tertiary Baseline |
Tertiary Baseline Bar |
Planned Finish Date |
|
Early Start Date to Early Finish Date |
Early Bar |
|
|
Late Start Date to Late Finish Date |
Late Bar |
|
|
Remaining Finish Date to Late Finish Date |
Float Bar |
|
|
Remaining Finish Date to Late Finish Date with |
Neg Float Bar |
Remaining after the late date |
|
User start and end dates defined in the activity columns |
User Defined Bars |
|
|
Change a Gantt Chart bar's label
1)Display the Gantt Chart, then choose View, Top Layout Options, Bars.
2)Select the bar.
3)Click the Bar Labels tab.
To add a label to your bar, click Add at the bottom of the Bar Labels tab.
To delete a label from your bar, select the label and click Delete at the bottom of the Bar Labels tab.
To change the position of a label, select the label, click the Position field, and select a new position.
To change a label's display value, select the label, click the Label field, and select a new value.
4)Click OK.
To view your changes without closing this dialog box, click Apply.
Change a Gantt Chart bar's style
1)Display the Gantt Chart, then choose View, Top Layout Options, Bars.
2)Select the bar.
3)Click the Bar Style tab.
260
Tracking Projects
4)To change the shape of the bar’s Start Endpoint (first field), the height and position of the bar (second field), and the Finish Endpoint (end field), click each corresponding field and select a shape.
5)To change the color of the bar’s Start Endpoint (first field), body (second field), and the Finish Endpoint (end field), click each corresponding field and select a color.
6)To change the pattern of the bar’s Start Endpoint (first field), body (second field), and the Finish Endpoint (end field), click each corresponding field and select a pattern.
7)To show the bar when you collapse the display to summary level information or to show the bar as a summary bar only, mark the appropriate checkbox.
8)Specify the row in which the bar should appear in the Gantt Chart.
9)Click OK.
To view your changes without closing this dialog box, click Apply.
Change a Gantt Chart's background lines
1)Display the Gantt Chart, then choose View, Top Layout Options, Bars.
2)Click Options.
3)Click the General tab.
4)To show background horizontal lines before every Summary bar, mark the Show Major Lines checkbox in the Horizontal Lines section.
5)To show background horizontal lines at a specific interval of rows, mark the Show Minor Lines Every checkbox in the Horizontal Lines section, then type or select the row interval at which you want to the minor lines to be displayed.
Customize the data date line
You can customize the data date line in the Activities and Tracking windows.
1)With the Activities window active, choose View, Bars. You can also click the Layout Options bar and choose Bars.
With the Tracking window active, display the layout, then choose View, Bars. You can also click the Display Options bar (in the right pane) in the Top Layout window and choose Top Layout Options, Bars.
2)Click Options.
3)Click the Data Date tab.
4)To change the style for your data date line, select a style from the drop down list. The line can be solid, or contain dashes and dots.
To change the thickness of your data date line, select a value between 1 and 10 pixels. This option is only available when the solid line is selected as the style. If your line style is something other than the solid line and you increase the size to a number greater than one, the bar style will switch to a solid line.
To change the color of your data date line, choose a color from the color palette.
261