varying levels of detail

[Mary S.]

I have an MS project file that tracks extremely detailed status information
on a large project. My facility is one of several subcontractors on the
project. The project manager at my facility would like to provide the .mpp
file to the customer with higher-level summary information, without including
all the minutia required for tracking day-to-day operation at our facility.
We don't want the customer to micromanage operations at our facility, but we
do want to provide them a certain level of visibility into our schedule for
their planning purposes. Does anyone have any recommendations on the best
way to accomplish this in MS Project 2003?

 

[davegb]

I have an MS project file that tracks extremely detailed status information
on a large project. My facility is one of several subcontractors on the
project. The project manager at my facility would like to provide the .mpp
file to the customer with higher-level summary information, without including
all the minutia required for tracking day-to-day operation at our facility.
We don't want the customer to micromanage operations at our facility, but we
do want to provide them a certain level of visibility into our schedule for
their planning purposes. Does anyone have any recommendations on the best
way to accomplish this in MS Project 2003?

It would be difficult at best to provide them with an electronic copy
of the schedule without giving them all the details. There is just no
way to limit access to parts of a Project file. And if you've created
your schedule correctly, you can't remove the lower level tasks and
just leave the Summary lines because the durations of the Summary
lines are dependent on the underlying tasks. We often see requests
here to hide the costs from someone, but that is the same.

As far as printed information, that's easy. You can roll-up the
schedule to whatever outline level you like and print. And print only
the tables you want them to see. But not much you can do
electronically to limit what they can see.

Hope this helps in your world.

 

[Jim Aksel]

Send you customer a PDF file.
or
Export to Excel.
or
use the screen capture (camera) icon in Project and send them a PowerPoint.
or
Create a summary level import using a product such as Milestones
Professional from www.kidasa.com
or
Create a macro/routine that will automate the copying of certain task
information from Detail.mpp to Summary.mpp which would be more work than it
would be worth.
The other poster hit the nail on the head .... you can't hide a portion of a
file.
--
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Jim

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