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Are You Using the Team Planner View Feature in Microsoft Project? – MPUG.Microsoft Project – Wikipedia

Microsoft Project is a powerful scheduling tool. Like all other Microsoft Office applications, it can be personalized and adjusted to answer a specific need. This article will introduce you to a feature in Microsoft Project that is not commonly used. I will explain how I used it to satisfy a very particular requirement. This less known and definitely under-used feature is Team Planner view. This view can be found only within Microsoft Project Professional, which might be the reason why so few people know about it.
When choosing the Team Planner view, you will be able to see the calendar for all of your Human Resources, set as Work resources in Microsoft Project.
It will show which tasks are scheduled to be worked on and by whom. The issue my team was facing is that many tests were being performed in parallel. We had a limit of only five rooms and a limit of two test tables in each room. There were many programs running concurrently. Each of them had deadlines requiring testing at the same time and in parallel with some core developments. The challenge was how to successfully complete all needed tests by their deadline.
When I first started, the team was using Excel to show the tests being performed on each table of each room. One line was representing all the tests for one test table and they were reviewing how the tests were going, based on this Excel chart. This allowed them to see visually what was happening where. However, a lot of unknowns arose in my mind when I thought about how to best help the team:. Microsoft Project appears instantly as the great tool for managing the timing of a project schedule.
It allows the user to add tasks, duration, deadline, and interdependencies between tasks, and it shows the timeline through the Gantt View. However, for the challenge described above, this was not enough. The team had a nice way, in Excel, of showing the test with color coding and only one line by test table, using shapes. However, as good as Gantt Chart is, it is sometimes difficult to see overlapped tasks. Having each task on a different line made it even harder to have a quick readable overview.
Moreover, we needed to identify quickly conflicts for any test table and rearrange the timing accordingly during meetings. This is where the Team Planner view entered in the game. Shown in the steps and the screenshots below, you will see that it is possible to create a layout similar to an Excel chart, but with all the scheduling features specific to Microsoft Project.
Step 1 : Create your timing in the Gantt view, with duration, dependencies predecessors, lead and lag , starting dates, summary tasks, resources, deadline, etc. The resulting view will show who is doing what and when. You will also be able to identify the tasks that have not being allocated yet. Step 3 : Personalize the task bar according to your needs. NOTE: it is not possible to personalize a summary task, since resources should be affected to the tasks themselves.
Step 4 : Update tasks as needed from the Gantt Chart view in order to keep your schedule in line with reality. The Team Planner view allows you to quickly identify any task conflicts since the Resource Name on the left side will appear in red and brackets will appear on the graph where the conflicts occurs. Step 5 : Adjust your timing, based on the identified conflicts, by dragging your tasks either later for the same resource or to another resource.
Based on the data entered in the Gantt Chart view, you will not be able to move a task before its predecessor. You also can make any other changes to the Task Information window duration, dependencies, etc. Now you know how to use the Team Planner view feature from Microsoft Project, but, at this point, you might be wondering how this human resource management feature helped me to manage the schedule of all of our test tables. The trick is this: I actually considered each of the test tables, which are material resources, as people, namely as a Work resources.
Then, I was able to see, for each test table, what test was on and change the timing based on what the team was telling me.
In the Gantt Chart view, I entered the deadlines and all dependencies for the tests. For every change, I was able to verify if the overall test would be done within the deadline or not. This resulted in an accurate and representative overview of all the tests in all the rooms.
Additionally, it allowed for management of all timing aspects interdependencies, deadlines, duration, etc. Using Team Planner view this way, allowed me to, with the same tool, answer to different level of data.
The benefits were:. During team status meetings, I was able to update the tasks and dependencies. I was able to show, in real time, what the timing was.
After the meeting, I was able to work on the milestones, and if needed, raise any concerns about task order or completion.
I was able to report to management the status, the issues, and the help needed, as well as timing option proposal. You will see below how the timing began to look for confidentiality reasons, the names of the tasks have been changed :. I hope this article is helpful in showing a little bit more about the Team Planner view feature and what it can do for you. Special thanks to my co-worker, who introduced me to the Team Planer View, and to the team I was working with during this challenge.
I am appreciative of their trust and their patience. Related Content. Webinars watch for free now! Exploratory vs. Explanatory Visuals in Planning. She has been working in different industries areas Submarine, Tidal Turbine, Aircraft carrier, aeronautic, automobile with different challenges timing, documentation and configuration management, documentation quality, funding for the past six years.
With those diverse experiences she is able to create and personalize toolset to fulfill the needs of a specific challenge. Absolutely fascinating article about the Team Planner view. You actually taught me something new that I did not know about this view already. Thanks so much for sharing!
Marie, this article is great and you shared some vital tips that people can use. I will read the entire article tonight while my students are taking their mid-term exam. You rocked on this project from day one. It was great working with you too! Dear Marie, thanks for sharing your insights and experience! Or any other quick overview that would show a normal team absence overview? Hello Gabriele, My apologies for such a long reply.
I did not receive notification of your comments. If you enter vacation through the project calendar then choose the resource it will appear on the Team planner view for this resource only.
Unfortunately, I cannot include a screenshot. However I added an exception out of office for one resource and it showed only for that specific resource.
I think it will be more clear the assignment of every resource. Hello Francesco, Unfortunately it is not possible to roll-up two levels of activities. As a work around I would suggest to have a naming convention, if possible, so when reading the task name it is clear about the summary task as well. Sign me up for the newsletter. Remember Me. Please enter your username or email address. You will receive a link to create a new password via email.
Quick Links. A Case Study The issue my team was facing is that many tests were being performed in parallel. How could I track when a test was delayed? How would I be able to identify overlapping tests due to same deadline or a delay in one task? How would I identify the impact of the extension of a test on its deadline or the next tests? How could I make sure the team was able to release the test on time?
How could I show when the components needed to be delivered to have enough time to go through all the procedures? How would I identify downtime holidays, test crash, component damaged, maintenance, etc. I will now walk you through how I was able to utilize this great feature. Result : Conclusion Now you know how to use the Team Planner view feature from Microsoft Project, but, at this point, you might be wondering how this human resource management feature helped me to manage the schedule of all of our test tables.
The benefits were: Detailed test timing based on a block timing needed for program releases showing what the next tests were Test placeholders for core program development who did not always now the details of the tests Global overview for management During team status meetings, I was able to update the tasks and dependencies.
The only two actions you cannot perform in Team Planner view are: Create a new task Split a task To get straight to the task you want to see in the Gantt Chart table, select the task in the Team Planner view and select the Gantt Chart view. Microsoft Project will go directly to this task and you will not have to scroll down through all your lines!
Do this by updating the Resource Availability for the appropriate period. This will work as well if a resource is actually available only a half day.
Related Content Webinars watch for free now! Written by Marie Le Fresne. Share This Post. You May Also Like.
Microsoft project 2013 standard team planner view free.Project 2013 – Team Planner View Issue
Microsoft Project is a powerful scheduling tool. Like all other Microsoft Office applications, it can be personalized and adjusted to answer a specific need. Смотрите подробнее article will introduce you to a feature in Microsoft Project that is not commonly used. I will explain how I used it to satisfy a very particular requirement. This less known and definitely under-used feature is Team Planner view. This view can be found only within Microsoft Project Professional, which might be the reason why so few people know about it.
Microsoft project 2013 standard team planner view free choosing the Team Planner view, you will be able to see the calendar for all of your Human Resources, set as Work resources in Microsoft Project. It will show which tasks are scheduled to be worked on and by whom. The issue my team was facing is that many tests were being performed in parallel.
We had a limit of only five rooms and a limit of two test tables in each room. There were many programs running concurrently. Each of them had deadlines requiring testing at the same time and in parallel with some core developments.
The challenge was how to successfully complete all needed tests by their deadline. Darmo free microsoft word za 2016 I first started, the team was using Excel to show the tests being performed on each table of each room. One line was representing all the tests for one test table and they were reviewing how the tests were going, based on this Excel chart. This allowed them to see visually what was happening where. However, a lot of unknowns arose in my mind when I thought about how to best help the team:.
Microsoft Project appears instantly as the great tool for managing the timing of a project schedule. It allows the user to add tasks, duration, deadline, and interdependencies between tasks, and it shows the timeline through the Gantt View. However, for the challenge described above, this was not enough. The team had a nice way, in Excel, of showing the test with color coding and only one line by test table, using shapes.
However, as good as Gantt Chart is, it is sometimes difficult to see overlapped tasks. Having each task on a different line made it even harder to have a quick readable overview. Moreover, we needed to identify quickly conflicts for any test table and rearrange the timing accordingly during meetings. This is where the Team Planner view entered in the game. Shown in the steps and the screenshots below, microsoft project 2013 standard team planner view free will see that it is possible to create a layout similar to an Excel chart, but with all the scheduling features specific to Microsoft Project.
Step 1 : Create your timing in the Gantt view, with duration, dependencies predecessors, lead and lagstarting dates, summary tasks, resources, deadline, etc. The resulting view will show who is doing what and when. You will also be able to identify the tasks that have not being allocated yet. Step 3 : Personalize the task bar according to your needs. NOTE: it is not possible to personalize a summary task, since resources should be affected to the tasks themselves.
Step 4 : Update tasks as needed from the Gantt Chart view in order to keep your schedule in line with reality. The Team Planner view allows you to quickly identify any task conflicts since the Resource Name on the left side will appear in red and brackets will appear on the graph where the conflicts occurs.
Step 5 : Adjust your timing, based on the identified conflicts, by dragging your tasks either later for the same resource or to another resource. Based on the data entered in the Gantt Chart view, you will not be able to move a task before its predecessor. You also can make any other changes to the Task Information window duration, microsoft project 2013 standard team planner view free, etc. Now you know how to use the Team Planner view feature from Microsoft Project, but, at this point, you might be wondering how this human resource management feature helped me to manage the schedule of all of our test tables.
The trick is this: I actually considered each of the test tables, which are material resources, as people, namely as a Work resources. Then, I was able to see, for each test table, what test was on and change the timing based on what the http://replace.me/25882.txt was microsoft project 2013 standard team planner view free me. In the Gantt Chart view, I entered the deadlines and all dependencies for the tests. For every change, I was able to verify if the overall test would be done microsoft project 2013 standard team planner view free the deadline or not.
This resulted in an accurate and representative overview of all the tests in all the rooms. Additionally, it allowed for management of all timing aspects interdependencies, deadlines, duration, microsoft project 2013 standard team planner view free.
Using Team Planner view this way, allowed me to, with the same tool, answer to different level of data. The benefits were:. During team status meetings, I was able to update the tasks and dependencies. I was able to show, in real time, what the timing was. After the meeting, I was able to work on the milestones, and if needed, raise any concerns about task order or completion. I was able to report to management the status, the issues, and the help needed, as well as timing option proposal.
You will see below how the timing began to look for confidentiality reasons, the names of the tasks have been changed :. I hope this article is helpful in showing a little bit more about the Team Planner view feature and what it can do for you. Special thanks to my co-worker, who introduced me to the Team Planer View, and to the team I was working with during this challenge. I am appreciative of their trust and their patience.
Related Content. Webinars watch for free now! Exploratory vs. Explanatory Visuals in Planning. She has been working in different industries areas Submarine, Tidal Turbine, Aircraft carrier, aeronautic, automobile with different challenges timing, documentation and configuration management, documentation quality, funding for the past six years.
With those diverse experiences she is able to create and personalize toolset to fulfill the needs of a specific challenge. Absolutely fascinating article about the Team Planner view. You actually taught me something new that I did not know about this view already. Thanks so much for sharing! Marie, this article is great and you shared some vital tips that people can use. I will read the entire article tonight while my students are taking their mid-term exam.
You microsoft project 2013 standard team planner view free on this project from day one. It was great working with you too! Dear Marie, thanks for sharing your insights and experience! Or any other quick overview that would show a normal team absence overview? Hello Gabriele, My apologies for such a long reply. I did not receive notification of your comments. If you enter vacation through the project calendar then choose the resource it will appear on the Team planner view for this resource only.
Unfortunately, I cannot include a screenshot. However I added an exception out of office for one resource and it showed only for that specific resource. I microsoft project 2013 standard team planner view free it will be more clear the assignment of every resource. Hello Francesco, Unfortunately it is not possible to roll-up two levels microsoft project 2013 standard team planner view free activities. As a work around I would suggest to have a naming convention, if possible, so when reading the task name it is clear about the summary task as well.
Sign me up for microsoft project 2013 standard team planner view free newsletter. Remember Me. Please enter your username or email address. You will receive a link to create a new password via email. Quick Links. A Case Study The issue my team was facing is that many tests were being performed in parallel. How could I track источник статьи a test was delayed? How would I be able to identify overlapping tests due to same deadline or a delay in one task?
How would I identify the impact of the extension of a test on its deadline or the next tests? How could I make sure the team was able to release the test on time? How could I show when the components needed to be delivered to have enough time to go through all the procedures?
How would I identify downtime holidays, test crash, component damaged, maintenance, etc. I will now walk you through how I was able to utilize this great feature. Result : Conclusion Now you know how to use the Team Planner view feature from Microsoft Project, but, at this point, you might be wondering how this human resource management feature helped me to manage the schedule of all of our test tables.
The benefits were: Detailed test timing based on a block timing needed for program releases showing what the next tests were Test placeholders for core program development who did not always now the details of the tests Global overview for чудак, microsoft access 2013 full version free download free download что During team status meetings, I was able to update the tasks and dependencies. The only two actions you cannot perform in Team Planner view are: Create a new task Split a task To get straight microsoft project 2013 standard team planner view free the task you want to see in microsoft project 2013 standard team planner view free Gantt Chart table, select the task in the Team Planner view and select the Gantt Chart view.
Microsoft Project will go directly to this task and you will not have to scroll down through all your lines! Do this by updating the Resource Availability for the appropriate period. This will work as well if a resource is actually available only a half day.
Related Content Webinars watch for free now! Written by Marie Le Fresne. Share This Post. You May Also Like.
This site moved permanently to replace.me
How would I identify downtime holidays, test crash, component damaged, maintenance, etc. Double-click the vertical standars to see more details about the nonworking time. If you open a second Blank Project, the name will be Project2, and so on, until you save and rename the file. You will http://replace.me/11594.txt below how the timing began to look for confidentiality reasons, the names of the tasks have been changed :. Experiment with other table views, then return to the Entry table view. Report abuse.
Microsoft project 2013 standard team planner view free
When choosing the Team Planner view, you will be able to see the calendar for all of your Human Resources, set as Work resources in Microsoft. Project Viewer provides support for all MS Project standard views like Gantt Chart, Task Sheet, Network Diagram, Project Calendar, Task Usage, Resource. The Team Planner view is only available on the Professional versions of Microsoft Project, not on the Standard versions. Hope this clarifies it.