Resources, Custom Fields, Reporting

Building on the basics, this intermediate course dives into resource management and customization. You’ll master assigning resources, using advanced formulas, and creating custom tables and fields to track project data. The course also covers Gantt chart customization and reporting, enabling you to present project information clearly and adapt templates to your needs. These skills will help you manage resources efficiently and communicate project status effectively.

·        Resources

o   Add Resources

o   Assign Resources to Tasks using basic and advanced methods

o   Learn about the Work/Units/Duration formula

o   Create a new custom table to view

·        Customizing the Gantt Chart

o   Update the Non-Working Time, Layout, Gridlines and Bar Styles

o   Update the Text Styles

o   Create custom views and bars

·        Custom Fields

o   Add custom Fields (eg. Flag or Text)

o   Show how to Filter, Highlight and Group by these custom fields

o   Create a new custom table with custom fields

o   Create calculations using formulas in custom fields

o   Use custom field to change the Gantt chart

·        Reporting

o   Set up Print Preview and its options

o   Adjust existing report template and save it as a custom template

§  Change the chart and table

o   Create new custom report template

§  Add a new custom field and formula to feed into the report template

·        Add custom changes to the Organizer Template

Course duration:4 hours.