Saturday, November 29, 2014

Different places to select a View in MS Project 2013

There are several built-in views MS Project Provides from which we can pick up as and when required.

For example : Gantt chart, Task usage, Team planner, resource sheet

Also there are number of places from where we can pick up the view
i.e. Task tab , Resource tab ,view tab, Status Bar , Quick access toolbar

From status Bar we can choose Gantt chart, Task usage, Team planner, resource sheet

Below picture showing view selection from Task tab.

If the view that you want do not appear in the list, then click on “More views” and a dialog box appear . And from here you can select whatever view you want .

We can also select the views from Quick access toolbar: turn on view

We can also set a view as favorite view [File-> options-> general -> Default view]

Along with built in views we can also customize view and save it so that we can also reuse this customize view. How to create a custom view , I will cover in my next posts.

Friday, November 28, 2014

convert non-ANSI joins to ANSI Using the Query Designe in Sql server management studio

today i was a working on a task , in which i have to verify the query which we converted as we moved from Sql server 2008 to Sql server 2012.

Sql server 2012 do not support NON ANSI Joins and since my project code was having so many queries . And so many quries having old NON ANSI JOIN syntax [ having =* or *= for left / right join]

Problem that we were facing after conversion that so many queries were not providing results or incorrect results.

Hence i was started searching some solution how we can verify that our converted queries works in the same way it was working in Sql server 2008
then i got it very nice post convert Non-ANSI joins to ANSI And Boila...i was able to verify and convert the my old query to new syntax query .

Basically crux of the story is
If you have legacy code that you are upgrading, the Query Designer can convert old style joins to ANSI joins.

Steps to verify and converts are:
1. connect with SSMS (Sql server management studio)
2. paste your old NON ANSI query in query sheet
3. select the query and hit Ctrl + Shift+ Q

Thursday, November 27, 2014

WBS (Work Break Down Structure) in MS Project 2013 - Part I

WBS is a hierarchically organized representation of all the project work.

Generally, you approach the WBS in Project 2013 from the top down. In other words, you evaluate the entire project and then break it into large chunks, and then break the larger chunks into smaller chunks, and so on, until you have a defined, discrete deliverable. That’s where the WBS stops and project tasks begin. The breaking of WBS deliverables into smaller chunks is known as decomposition.

WBS Codes – to uniquely identify each task in your project we need WBS codes

Task ids shown in figure is not a WBS also when we move tasks in this table then this number changed hence we can not identify uniquely using this.

WBS Codes are stored in the WBS field. By default, they have the same numbers as Outline Codes.

To display WBS Codes you can insert a column in your table and select WBS field.
See post for How to insert a column

Wednesday, November 26, 2014

How to create hyperlinks in MS Project 2013

Hyperlinks are generally thought of as connections to a web page, but they can be used to connect to any kind of file e.g. Word or Excel.

MS Project allows you to create hyperlinks on tasks, resources and assignments.

When project plans contain hundreds of tasks or resources hyperlinks to other tasks or resources can be very useful. For example a hyperlink could you take you from a task to it's assigned resources or could link from a design task to a related prototype task. You will need the task or resource ID of the task/resource that you want to link to.

for step by step instructions see

Tuesday, November 25, 2014

Manual schedule vs Auto schedule task mode

Typically you schedule a task by assigning duration estimates and resources, even though you might not have this information readily available.

With manually scheduled tasks, you can provide high-level task information for the task without assigning duration estimates and resources.

For example, you could enter "TBD" in the Start Date or "Go and ask to Prashant " in the Duration field until you know the estimated duration and start date. This allows you to start planning your project right away without knowing all the information about the manually scheduled tasks up front.

For manually scheduled tasks, changes to the schedule (such as task dependencies and the project calendar) will not automatically adjust task dates. So manually scheduled tasks will stay where you want them to stay in your project schedule.

1 : Shows Auto schedule task icon
2 : Shows Manual schedule task icon
3 : shows that for manual task if you don’t have information you can put text in duration/start/end fields
4 & 5 : button to convert a task in auto / manual mode.

By default, new tasks are manually scheduled in Project 2013. If you want to schedule a specific task to be auto-scheduled, select the task, then on the Task tab, in the Tasks group, select Auto Schedule, or change the scheduling option for the specific task in the Task Mode column.

If you want all of your new tasks to be automatically-scheduled, on the File tab, in the Backstage view, click on Options, Schedule.In the Scheduling options for this project section, select the current project that you have open, or select All New Projects for all projects going forward for the settings to be selected. In the New tasks created section, select either Manually
Scheduled or Auto Scheduled from the dropdown, depending on your preference.

Monday, November 24, 2014

Create Summary Task in MS Project 2013

Summary task are used to organizing work task for a project.

e.g. if you are having task and out of all task you want to put 4 task under one bucket. SO just select 4 task and just click “Summary” on the task tab.

MS Project added a new task “New summary task” you can just edit it and give the name what you want to call you it.

Duration of summary task is duration of sequence of its sub task.

We can collapse/expand summary task.

Saturday, November 22, 2014

Effort driven task field

The Task Effort is the sum of the Work (hours) of all Work Type resources assigned to a task.

The Effort driven option determines how the effort is calculated as resources are added or removed from a Fixed Units or Fixed Duration task.

When a resource is added or removed from a task, the Task Effort assigned to a task remains constant. Therefore the Work of existing Resources is reduced when a new resource is assigned.

Non Effort Driven - When a resource is added to or removed from a task, the Resource Effort or Work of other resources remains constant. Adding or deleting resources increases or decreases the total task effort and will not change the effort of assigned recourses.

Example You have a task to create a set of architectural drawings with a duration of four weeks, which is how long the task would take one drafter to complete.
Because the task is effort driven, you assign four drafters to the task and Project will schedule the task to be completed in one week. In this case, you click Yes in the Effort Driven field.

Daily meetings can not be effort driven tasks or Reviews can not be effort driven tasks because it do not depend on how many number of people are attending meetings or doing reviews.

Effort driven for tasks is Off by default however we can change this setting from Options.

Steps to set the task as an Effort driven

Task information -> Advanced -> “effort driven” task field.

OR there is another way

Select the task and go to View tab and select “Details” checkbox.
A Detail Pane will appear , and in this Pane we can select “Effort Driven” check box.