Archives: Assignments
Description.
How to get to the Enterprise Project Type (DEMO)
Create a Fiscal Period (DEMO)
2. Click on Fiscal Periods
3. Click on 2026 – Undefined
This step shows a sample by defining the year 2026
4. Click on “Define”
5. Click on Select a date from the calendar.
6. Click on Next Month until you see October 2026
7. Select which Fiscal Year Creation model
8. Click on Create and Save
9. Click on Save
Create a New View (DEMO)
2. Select a view of your choosing. The sample below shows that we selected Master IMS by PMW
3. Click on Copy View
4. Rename your view such “Sample New View”
5. Click on Sample New View
6. You have the option to add or remove displayed fields as shown below
7. You will be able to adjust the width of the field as shown below
8. Select Actual Start from Displayed fields to adjust the width
9. Type “120” in the Field width
10. Click on Gantt Chart (Project Center) from Gantt Chart format:
11. Click on % Complete from Group first by:
12. You can add or remove categories as shown below
13. Click on Save
Managing your Views (DEMO)
2. Click on wheel icon
3. Click on PWA Settings
4. Click on Manage Views
5. In the Manage Views page, each view is broken up into different goupings
Project: Details similar to a Gantt Chart or a Schedule. It will have the following as shown below:
6. Project Center View
Contains the Summary view
7. Resource Assignments
Displays assignments for the team resources
8. Resource Center
9. My View
10. Team Work View
11. Team Builder View
12. Timesheet View
13. Portfolio Analysis View
14. Portfolio Analysis Project Selection
15. Resource Requests
Keep in mind, end users cannot create their own views, only POL Admins can do that.
Enterprise Data: Resource Center (DEMO)
As Resource Loading may or may not apply to your IMS, the following steps will show you how to create a Generic Resource.
Before we proceed, here is an example of the Generic Resources that you can use when Resource Loading both in Project Online and Microsoft Project Desktop Client.
Now, let’s get started in how to create a Generic Resource in Project Online.
Step 1. Go to PWA Settings
Step 2. Click on Resource Center
Step 3. Click on RESOURCES
Step 4. Click on “New”
Step 5. This step depicts the New Resource Page
Step 6. Click on Work from Type:
Step 7. Check Generic
Step 8. Type “Acquisition – Contractor”
Step 9. Click on Active from Account Status:
Step 10. Type “$55.68/h”
Step 11. Click on Save
Step 12. Click on Acquisition – Contractor to show it is captured successfully
Enterprise Data: Calendars (DEMO)
Calendars are very important to having a dynamic Integrated Master Schedule. It is the best approach to standardize holidays, business days, and clients work and non-work days.
Always remember that there are three ways to assign Calendars which are Project Level Calendars, Task Level Calendars, and Resource Calendars.
In Project Online, the calendar is defaulted to the Standard version no matter what license you are subscribed to.
The following below is an example of the type of calendars that be created and used in your IMS.
The following steps will show you how to create a variety of calendars. Keep in mind, POL will redirect you to create calendar in the Microsoft Project Desktop Client.
Step 1. Go to PWA Settings
Step 2. Click on Enterprise Calendars
Step 3. Click on New Calendar
Step 4. A pop up box will be appear for you to open the Microsoft Project Desktop Client. That is where you will be creating a calendar of your choosing.
Understanding the RBS (DEMO)
As a Scheduler, you are always concerned about protecting the data within your IMS. In Project Online, the field that does that for us is the RBS. The RBS will give you the capability lock users out of the IMS or Resources.
The following steps will show you how to create an RBS to add Resources based upon the RBS.
Step 1. Go to PWA Settings
Step 2. Click on Enterprise Custom Fields and Lookup Tables
Step 3. Click on RBS
Step 4. Click on Characters
Step 5. Click on the box under the Value box
Step 6. Type in “US”
Step 7. Type in NIWC PAC
Step 8. Type in NIWC LANT
Step 9. Now you will need to indent NIWC PAC/LANT under “US”
Step 10. Click on Save
Step 11. Click on All Resources
Step 12. Click on Acquisition – Contractor
Step 13. Click on Edit
Step 14. Click on …
Step 15. Click on Show or hide child nodes
Step 16. Click on NIWC PAC
Step 17. Click on Save and Continue
Keep in mind, you will need to this for every Resource that is listed in your Resource Pool.
Enterprise Data: Custom Fields and Lookup Tables (DEMO)
Step 1. Go to Project Center
Step 2. Click on wheel icon shown below
Step 3. Click on PWA Settings
Step 4. Click on Enterprise Custom Fields and Lookup Tables
Step 5. Create a Look up table
Steps 5-11 is an example of how to create a Lookup Table
Step 6. Click on block below the word “Value”
Step 7. Type in Department name
Step 8. Type in second Department name
Step 9. Type in third Department name
Step 10. Type in fourth Department name
Step 11. Scroll down the webpage and Click on Save
Exercise 15 – Creating Reports (Demo)
Exercise 15 – Creating Reports
1. Open the training project Exercise 15.mpp.
Gantt Chart Reports
1. We will create the Gantt Chart reports described in the guide and video to practice using filters and views.
Before creating each report, first, make sure all rows are visible:
• Select All Subtasks under View/<Data>/ Outline.
• Press the F3 key. This removes all filters.
Milestone Schedule – Apply the Milestones filter and hide the Related Summary Rows.
Summary Schedule – Apply the Summary Tasks filter.
Look-Ahead Schedule – Apply the Incomplete Tasks filter and auto filter the Start field for tasks Before the end date of the time window you want to view. Hide the Related Summary Rows.
Baseline vs. Current – Apply the Tracking Gantt view and the Variance table. Re-apply the Gantt Chart view.
Timeline Reports
1. Display the Timeline view using the View/<Split View>/Timeline option.
2. Customize the Timeline by adding all Outline Level 1 rows.
3. Format the bars by changing the bar colors. Make other changes as desired.
4. Create a second Timeline view that displays details of the Project Management Plan
deliverable.
5. Copy one of your timelines and paste it into PowerPoint.
6. If using Microsoft Project 2016 or later, add a second Timeline bar to the current Timeline
view and customize it with the tasks and milestones of your choice.
Dashboard Reports
1. Hide the Timeline view using the View/<Split View>/Timeline option.
2. View the available Dashboard Reports on the Report ribbon.
3. Select Report/<View Reports>/Project Overview.
4. Select Rename Report under Report Tools Design/<Report>/Manage and provide a name for the copy of the report.
5. Modify the following:
• Report Heading – from Project Overview to Project Summary
• % Complete Chart – Hide the milestones that are shown so only summary tasks are visible. Add a Chart Title of ‘Level 1 Progress’ and delete the text explanation under the ‘% Complete’ title.
• Milestones Due Table – Add the Start field and move it to the left of the Finish field.
• Late Tasks Table – Remove the Resource Names column.
• Make any other changes you want☺ and copy the report to PowerPoint!