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Chapter 8: Display Project Plan Data Using
Views
This section contains the following topics:
About Views
About the Open Workbench Library
Configure Gantt Charts
Create Views
Apply Filters to Views
Apply Views to Projects
Insert and Delete Rows in Views
About Changing View Display Colors
Save Views
Edit Views
About Views
Views are the means by which you display a project plan and other project data. You can use views to enter project data, add or delete tasks, and otherwise modify a project plan. Open Workbench provides standard views, sorts, filters, and highlights to display, enter, and organize project information.
You can apply views, sorts, filters, and highlights to see different aspects of your project and access specific project information. The Open Workbench window displays a Library that contains views which you can apply to projects. The view that is set as the default view is automatically displayed in this window, even if you have not opened a project. If you have not set your default view, this window is blank.
Project data is displayed in views that take the form of spreadsheets, which can use
Gantt charts to graphically display project status and task relationships, or Critical Path
Method (CPM) Network views, which display task relationships and the project’s critical path. Most of the predefined views in Open Workbench are spreadsheet views. CPM
Network views display in an organizational chart format, with the boxes representing task dependencies rather than organizations.
Both types of views use field names in their definitions to determine what data they display, and both are created in the View Definition dialog box. Each type displays project information in a different format.
Chapter 8: Display Project Plan Data Using Views 179
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Table of contents
- 11 What's New in This Release
- 11 JRE Bundled with the Open Workbench Setup
- 11 Supported Languages
- 13 Introduction to Open Workbench
- 13 Installation and Upgrade
- 14 Minimum System Requirements
- 14 Before You Start
- 14 Install Open Workbench
- 16 How to Set Up Open Workbench
- 17 Define Open Workbench General Options
- 20 Define Open Workbench Default Options
- 22 Define Open Workbench File Location Options
- 23 Define Open Workbench WBS Level Labels
- 24 Define Open Workbench View Display Colors
- 24 Define Time Scales
- 26 How to Set Up Open Workbench with CA Clarity PPM
- 27 Set CA Clarity PPM Project Management Options
- 27 Install Open Workbench and CA Clarity PPM Schedule Connect
- 28 Set Microsoft Internet Explorer Web Browser Options
- 28 Uninstall Open Workbench and CA Clarity PPM Schedule Connect
- 28 Open Workbench Navigation Basics
- 28 About the File Menu
- 30 About the Ribbon Bar
- 35 About Views and the View Library
- 36 About Grid Columns and Rows
- 36 About Cutting and Copying Project Data
- 40 About Cutting and Copying Cells
- 41 Monitor Process Progress
- 41 Start Open Workbench
- 42 Quick Filter by Resources
- 42 About Calendars
- 43 Choose Calendar to Apply to Projects
- 43 Edit Calendars
- 45 Create New Calendars
- 45 Define Work Schedule and Holidays
- 46 Reset Holidays and Non-standard Workdays
- 46 Print Calendars
- 47 Delete Calendars
- 47 Access Online Help
- 50 Create Projects
- 50 Create Projects from a Command Line
- 51 Create Resources
- 52 About Resources
- 53 About Labor and Non-Labor Resource Types
- 53 Add Resources and Roles to Projects
- 55 Create Project Tasks
- 55 About Tasks
- 56 About Establishing Task and Resource Constraints
- 56 Assign Resources to Tasks
- 57 About Resource Loading Patterns
- 61 Set Resource Loading Pattern
- 62 Save Projects to Files
- 63 How Project Data is Shared Globally Across Projects
- 63 Open Projects from a File
- 64 How to Open CA Clarity PPM Projects in Open Workbench
- 65 Open Projects in Open Workbench using CA Clarity PPM
- 65 Open CA Clarity PPM Projects using Open Workbench
- 67 Open CA Clarity PPM Projects from a Command Line
- 70 How to Develop Project Schedules
- 70 How to Schedule Projects using Open Workbench
- 71 Recalculate Task Duration
- 72 Baseline Projects
- 72 Baselines and Earned Value Computations
- 73 Set Baselines
- 74 Display Baseline Data in Views
- 75 Edit Baselines
- 75 Rebaseline Projects
- 76 Multiple Baselines with Master Projects and Subprojects
- 77 Clear Baseline Values
- 78 Delete Baselines
- 78 Autoschedule Projects
- 80 Define Autoschedule Parameters
- 82 About Autoscheduling Master Projects
- 82 Autoschedule Projects from a Start Date
- 83 Autoschedule Projects from a Finish Date
- 83 Autoschedule by Task Priority
- 84 Override Task Lock during Autoschedule
- 85 Manually Schedule Projects
- 87 Schedule Subnets
- 88 Calculate Critical Path
- 88 How Critical Path is Calculated
- 91 Find Information in Projects
- 92 Define Search Criteria to Find Data
- 93 Update Project Data
- 93 Define Project Description Properties
- 94 Define Project Scheduling Properties
- 94 Define Project Resources Properties
- 97 View Tasks Marked as Key Tasks
- 98 Manage Multiple Projects
- 106 Define Project Advanced Properties
- 107 Add Notes
- 110 Update Task Data
- 110 Define Task General Properties
- 115 About Defining Task Resources Properties
- 119 About Task Dependencies Properties
- 129 Define Task Advanced Properties
- 133 Add Notes
- 135 Edit Multiple Tasks
- 136 Change Task Location in Project WBS
- 136 Shift Tasks
- 137 Delete Tasks
- 137 Update Resource Data
- 138 Define Resource or Role General Properties and Availability
- 139 Edit Resource Periodic Availability
- 140 Define Resource Advanced Properties
- 140 Define Resource Calendar
- 141 Add Notes
- 144 How to Enter Pending Estimates
- 146 Remove Resource Actual Usage on Tasks
- 146 About Editing Multiple Resources
- 147 Manage CA Clarity PPM Projects using Open Workbench
- 147 Refresh Project Data
- 149 About Resource Role Assignments
- 150 Cost Rate and Currency Data
- 151 About the CA Clarity PPM Rate Matrix
- 152 About the CA Clarity PPM Rate Matrix Extraction Job
- 152 Display Resource Billing Rates in Views
- 153 Vary Resource Billing Rates
- 153 About Multiple Baselines
- 154 How to Save Projects back to CA Clarity PPM
- 158 About CA Clarity PPM Project Locks
- 160 About Printing Project Data
- 160 Select Printer and Print Layout Options
- 161 Prepare Pages for Printing
- 162 Preview Project in a View Before Printing
- 163 Print Projects from Views
- 165 Tracking and Analysis Overview
- 166 How to Track Projects
- 166 Track Projects by Total Actual Usage
- 166 Track Projects by Periodic Actual Usage
- 167 Track Projects by Task Status
- 167 How to Track Resources
- 167 Track Resources by Total Actual Usage
- 168 Track Resources by Periodic Actual Usage
- 168 Actual Cost of Resource Task Assignments
- 169 Analyze Projects
- 169 How to Determine When and What to Analyze
- 170 Validate Project Plan Data
- 171 Analyze Projects with Earned Value Variances
- 173 About Analyzing Projects with Current Baseline
- 175 Create and Edit Filter Files
- 176 Create New Filters from Existing Filter Files
- 177 Create and Edit Sort Files
- 178 Create New Sorts from Existing Sort Files
- 178 Add View, Filter, or Sort Files to Library Groups
- 179 About Views
- 180 About Spreadsheet Views
- 180 About CPM Network Views
- 181 About the Open Workbench Library
- 182 Add New Library Groups
- 182 Change Items in Library Groups
- 183 Apply Views, Filters, Sorts to Library Groups
- 183 Define Views in Library Groups
- 183 Add Views to Library Groups
- 184 Remove Views from Library Groups
- 184 Configure Gantt Charts
- 186 Create Views
- 186 View Definition Dialog Box
- 190 About Field Names on Views
- 193 Apply Formats to Cells in Views
- 194 Apply Filters to Views
- 195 Apply Views to Projects
- 195 Insert and Delete Rows in Views
- 196 About Changing View Display Colors
- 196 Customize Colors
- 198 Define View Display Colors
- 199 Save Views
- 200 Edit Views
- 203 About Highlights
- 204 Create Highlights
- 204 Define Highlight Settings
- 205 Define Highlight Conditions
- 206 Define Highlight Formats
- 207 Change the Appearance of Fonts in Highlights
- 207 Change Gantt Symbol and Color Settings
- 208 Define Highlight Font Settings
- 209 Edit CPM Symbol and Color Settings
- 210 Save Highlights
- 210 Remove Highlights
- 211 Delete Highlights