Snapshot of the wbs hierarchy of a project plan in Project 98?

[Stuart Summerville]

Hi,

Can someone please tell me (assuming its possible) how to easily get the
Table view of a project plan (in Project 98) to show some default number
of levels in the project hierarchy? I have a project with say 5 levels
deep of project hierarchy, and when we want to print a summary report of
the project (ie. only the top 2 levels) it is a pain in the ass having
to manually collapse all but the top two levels, before printing.

Can this be done, easily? The custom views don't seem to have any nice
way of setting them up. The formatting toolbar does have stuffs related
to the hierarchy (indent, collapse hierarchy etc..., just like in MS
Word), but not specifiying what levels to show (as MSWord does).The
online help talks of the use of WBS codes internall, but I don't see how
to utilise this for my needs.

Any help appreciated.

sTu.

PS... yes, the use of Proj98 was client enforced.

 

[Rob Schneider]

Hi,

Can someone please tell me (assuming its possible) how to easily get the
Table view of a project plan (in Project 98) to show some default number
of levels in the project hierarchy? I have a project with say 5 levels
deep of project hierarchy, and when we want to print a summary report of
the project (ie. only the top 2 levels) it is a pain in the ass having
to manually collapse all but the top two levels, before printing.

Can this be done, easily? The custom views don't seem to have any nice
way of setting them up. The formatting toolbar does have stuffs related
to the hierarchy (indent, collapse hierarchy etc..., just like in MS
Word), but not specifiying what levels to show (as MSWord does).The
online help talks of the use of WBS codes internall, but I don't see how
to utilise this for my needs.

Any help appreciated.

sTu.

PS... yes, the use of Proj98 was client enforced.

I hope I'm understanding your question right ... and I don't have
Project 98 anymore to be able to test this the solutions I see. Sorry.

If you select all tasks (click on blank box just above the project ID
column on far left ... probably an official name for this but I forget),
then press the "-" on Formatting toolbar. Then press "+" button on same
toolbar to progressively open. Clicking twice opens up top two levels.

This is how it works in 2003, and I sort of remember this is how it
works in 98, but cannot remember.

If this is not how 98 works then maybe make a filter to show "outline
level <= 2".

 

[John]

Stuart,
There are a couple of ways to do what you want. You already know about
the manual way. In the example you gave, if you just want to print a
summary report, simply apply the summary filter and then print.
Unfortunately I don't believe there is any way to set up a default view
for showing only certain outline levels but you can easily set up one or
more filters or even an interactive one that lets the user input the
outline level so it is a one step process. The interactive filter would
have the following structure:
Field Name: Outline Level
Test: is less than or equal to
Value: "Enter Level"?

An interactive filter will work with any version of Project. Hope this
helps.
John

 

[Stuart Summerville]

If you select all tasks (click on blank box just above the project ID
column on far left ... probably an official name for this but I forget),
then press the "-" on Formatting toolbar. Then press "+" button on same
toolbar to progressively open. Clicking twice opens up top two levels.

Ahh... yes, that works fine thanks! Unfortunately one cannot
progressively select fewer levels with the "-" key as they can select
more levels with "+" but thats only a minor hindrance.

If this is not how 98 works then maybe make a filter to show "outline
level <= 2".

Yes, thanks that works fine too.

Thanks muchly for your help.

Regards, sTu.

 

[Stuart Summerville]

Stuart,
There are a couple of ways to do what you want. You already know about
the manual way. In the example you gave, if you just want to print a
summary report, simply apply the summary filter and then print.
Unfortunately I don't believe there is any way to set up a default view
for showing only certain outline levels but you can easily set up one or
more filters or even an interactive one that lets the user input the
outline level so it is a one step process. The interactive filter would
have the following structure:
Field Name: Outline Level
Test: is less than or equal to
Value: "Enter Level"?

An interactive filter will work with any version of Project. Hope this
helps.

As with Rob, thanks for your help, John. I haven't needed to try the
interactive filter, but will keep it in mind anyway.

Regards, sTu.