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Microsoft Office Project Import
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Summary Chart: Dynamic Roll-Up
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Watch a Movie |
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Dynamic Roll-Up
offers a unique format with several options that make it
easy to produce and maintain a "big-picture" chart for
presentations to upper management.
It's possible to "tag"
tasks within the Microsoft Office Project file to appear
together on a task row even if they are scattered
throughout the Microsoft Project file.
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To create a
Dynamic Roll-Up summary chart:
Dynamic
Roll-Up charts are created by collapsing groups of tasks into
one summary bar. You can choose which tasks to group together by
assigning them a coordinating code name. |
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First, create
a Text field in your project file that will contain code
names. These code names will control the final output of
the Milestones schedule.
For example,
the following codes were used to create a Dynamic Roll-Up
schedule for an aerospace project:
T3PU
T3PA
T3PK
T3PB
T3PC
T3PD |
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Project tasks
that fall under a specific code are labeled in the Text
field in sequence, i.e. T3PU01, T3PU02, T3PU03,… |
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Then, in
Milestones, choose Create Report from Microsoft Project
on the Connections menu… and open the coded
Project file. In the Milestones Project Import Wizard,
choose Coded Summary Chart and Dynamic Roll-Up. |
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1)
Choose the Project field that contains your text
codes
2)
Set the length of the text code (in this case, 4)
3)
And click the button to “Set Code Names.”
NOTE: “Set
Code Names” controls the task name that will appear for each
summary bar of tasks grouped by code. |
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In the Set
Code Names
window, label each text code by entering the code named,
followed by a space or tab, and then the label for that code.
For example:
T3PU Throttle
T3PK Engine
T3PA Test
T3PB
Fuselage
T3PC
Underbelly
T3PD Wing
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Click through
the rest of the Import Wizard, and make selections for symbology
and layout. The resulting presentation schedule will
contain summary bars with milestones rolled up representing the
actual and baseline finish dates of each task grouped under the
same text code.
Each task
row will be labeled with the name you assigned each text code in
the Import Wizard: |
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Download this
schedule: RollUp.ML8 |