Click the graphical indicators button and set up the test, values, and graphical indicator image ( Figure D). You can also consider adding a C for complete to reflect completed work streams, tasks, or milestones.įigure C Red, Yellow, and Green lookup values (Click the image to enlarge.)ĥ. Click the Lookup button of the newly renamed Health field and enter R, Y, and G for the traffic light project status values for Red, Yellow, and Green ( Figure C). Select the Text3 field and rename it Health.Ĥ. Do the same for the Flag1 field by selecting Flag from the Type drop-down menu and renaming Flag 1 to Include In Project Status.ģ. Go to Project | Custom Fields and click the Text2 field and rename it Comment ( Figure B).įigure B Rename fields (Click the image to enlarge.)Ģ. Fortunately, Microsoft Project provides a lot of additional fields for customization.ġ. If your PMO or methodology mandates the use of these fields for other purposes, you need to select different fields names. Depending on your existing Microsoft Project file or template, you may have already used these fields. In this example, I use the Flag1, Text2, and Text 3 fields.
FREEPLANE MOBILE 201O HOW TO
I also demonstrate how to create custom fields, tables, filters, and views that can be applied to other projects.įigure A Project status report in Microsoft Project 2010 (Click the image to enlarge.) Step 1: Create custom fields
FREEPLANE MOBILE 201O SOFTWARE
In this tutorial, I show how to customize Microsoft Project 2010 to create a custom view that filters out the detailed tasks and highlights the major deliverables that need to be reviewed in a sample software development project ( Figure A). Project managers don’t need another status report template we need better solutions to reduce the overall project management administrative burden.
Instead of creating a separate Microsoft Word, PowerPoint, or Excel-based status report, I wanted to use Microsoft Project to generate a one-page status report that could facilitate a discussion and provide relevant project detail. I’ve been looking for more efficient ways to reduce project administration and still have a meaningful conversation about project status. See how easy it is to customize Microsoft Project 2010 to create a custom view that filters detailed tasks and highlights the major deliverables that need reviewing in a status report. Create a one-page status report with Microsoft Project 2010
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