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Milestones Simplicity Tutorial Guide

The document provides tutorial instructions for using Milestones Simplicity software. It teaches how to open lesson files, enter project steps and dates, add symbols and bars to create a schedule, add and move columns, and add a title. The second lesson teaches how to display the current date and page number, add freeform text, and customize text attributes by changing font, size, style, and color. It also covers adding dates to symbols and annotating symbols with text.

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0% found this document useful (0 votes)
12 views20 pages

Milestones Simplicity Tutorial Guide

The document provides tutorial instructions for using Milestones Simplicity software. It teaches how to open lesson files, enter project steps and dates, add symbols and bars to create a schedule, add and move columns, and add a title. The second lesson teaches how to display the current date and page number, add freeform text, and customize text attributes by changing font, size, style, and color. It also covers adding dates to symbols and annotating symbols with text.

Uploaded by

nottingham03290
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Tutorials

Thelessonschedulesforthesetutorialswereinstalledwhenyouin
[Link]|
OpenaFile|LessonChart.

Ifyouhaveanyquestions,comments,orsuggestionsaboutthese
lessons,don'thesitatetocontactusatsupport@[Link].

19892010KIDASASoftware,[Link]

Lesson1GettingStarted
Inthislessonyouwilllearnhowto:

MilestonesSimplicity'sComboToolbox.
EnterProjectSteps.
AddSymbols(milestones)andHorizontalBarstoYourScheduleusingtheComboToolbox.
AddaColumn.
MoveaColumn.
AddaScheduleTitle.
OpentheScheduleforthisLesson.

1. OnthetoolbarchoosetheFiletab.
2. IntheFilesandTemplates:OpenandSaveOptionssec
tion,clickthe
downarrownexttoOpen.
3. ChooseLessonChart.
4. [Link].
5. Savethescheduletoanaccessiblefolderonyourhard
drive,[Link],in
theFilesandTemplates:OpenandSaveOptionssection
clickSaveAs...[Link]
accesstosavingandeditingofthistutorialfile.
Note:

Thetextinthebubblesisdisplayedforillustrationpurposes
(youwon'tseethemonyourschedule).ThearealabeledCol
[Link]
iswhereyouwilladdsymbolsandhorizontalbarsbasedon
[Link]
hancedToolbarisafastwaytoperformbasictaskswithout
[Link]
theschedule.

Lesson1StarterSchedule

MilestonesSimplicity'sComboToolbox.
ThetoolboxforthislessoncontainstworowsofTools,tworowsofSymbol+BarCombinationsandonerowofVertical
Links:
Tools:
BigPlus

isforaddinginformationtotheschedule.

TheArrow

isformakingchangestotheschedule.

TheBigT(text)
Theline

allowsyoutoaddfreeformlinesegmentstotheschedule.

Thesquare
Thecircle
Symbols:

isforaddingtexttotheschedule.

allowsyoutoaddfreeformboxestotheschedule
allowsyoutoaddfreeformellipsestotheschedule.

usedtodepictspecificdates

HorizontalBar:
Verticallinks:

usedtoshowspanofaproject
usedtoshowdependencies

Note:

Rightclickthetoolboxtochangeitsattributes.
1-1

Toolbox

Entertheprojectsteps.

1. Clickthetexttool

inthetoolbox.

2. InthefirstspacebelowthecolumnheadingProjectSteps,clickonce.
3. Typein:[Link]
willtakeyoutothenexttaskrow.(Ifyouprefer,youcanclickwithyour
mousewithinthecellofthenexttaskrow.)
4. Typein:[Link]
downtothenextrow.
5. Typein:[Link]
movedowntothenextrow.

EnterProjectSteps

6. Typein:[Link]:
Note:

Ifyoumadeanymistakes,[Link]
[Link]
thetaskrowthatyouwanttocorrectandchooseEditTask
fromthepopupmenu.

PressingEnterinthelastrowonyourpagemaytakeyouto
anew(blank)[Link],usethePageUpkeyto
movebacktoPage1orchoosetheEdittabintheDelete
sectionchooseCurrentPage.
ProjectSteps

AddSymbols(milestones)andHorizontalBarstoYourScheduleusingtheComboToolbox.
Addthebarforthe"Getmaterials"step
1. Clickonceonthesmallplustotheleftofthefirstsymbol+bar+symbolcombinationinthe
toolbox,asshown(notetheentirerowishighlightedinlightblue):
2. MovethemouseintothescheduleareatotherightofthewordsGetmaterials,thecursor
willchangetocrosshairswiththedate.

ToolboxSelection

Cursor

3. WhenthedatedisplayednexttothecursorisTuesday10/12/10.
A. Clickdown(andhold)withtheleftmousebutton.
B. Dragtwodaystotheright,Thursday10/14/10.
C. [Link],bar,symbolisaddedtotheschedule.

Symbol,Bar,Symbol

1-2

Addthebarforthe"Tearoffoldroof"step
1. MoveyourmouseintothescheduleareatotherightofTearoffoldroof.
2. WhenthedatedisplayednexttothecursorisWednesday10/13/10,
A. Clickdown(andhold)withtheleftmousebutton.
B. DragtotherightandreleasethemouseonMonday10/18/[Link]
shouldseethis:
Symbol,Bar,Symbol

Addasinglemilestoneforthe"Putdowntarpaper"step
1. MoveyourmouseintothescheduleareatotherightofPutdowntarpaper.
2. Thistime,[Link]
indicatesTuesday10/19/10,[Link]
singlemilestone:

Addthebarforthe"Nailonshingles"step

Bar

Nowgoaheadandaddasymbol,bar,symbolcombinationforNailonshin
gles.ThestartdateforthisstepisWednesday10/20/10andtheenddateis
Friday10/22/[Link]:

Symbol,Bar,Symbol

AddaColumn.
[Link].
1. ChooseInserttab.
2. IntheRows,ColumnssectionchooseNewColumn.
3. SelectEndDate.

EndDateColumn

1-3

MoveaColumn.
1. Clickthearrowtool

inthetoolbox.

2. Movethecursortothetopborderofthecolumntobemoved(thelinejustaboveFinish,inourexample.).The
cursorshouldchangetotheinsertioncursor.
3. Clicktheleftmousebuttonanddragthecolumntotherightuntilyouseetheinsertionmarker
wherethecolumnwillbeinserted.

indicating

4. Releasethemousetodropthecolumnattheinsertionpoint.
Theexamplesshowmovingacolumnfromtheleftsideofthescheduletotherightside.

ColumnMoveCursor

InsertionCursor

ColumnMoved

AddaScheduleTitle.
1. ChoosetheInserttab.
2. InthetitlesectionchooseInsert/EditChartTitle,Specify
Titledialogboxappears
3. TypeinRoofingProjectasshown.
4. ForJustificationchooseLeftasshown.
5. ForTitleBackgroundColorOverridechoosetheChange
buttonandselectblueasshown.
6. UnderBorder,TitleWidth,ShadowcheckonDrawBor
derforWidth:chooseTitleTextasshown.
7. UnderBorder,TitleWidth,ShadowcheckonDraw
ShadowchoosetheChangebuttonandselectblueas
shown.
8.

CheckonInsertExtraSpaceUnderChartTitleasshown.

9.

ClickOK.

ScheduleWithATitle

1-4

SpecifyTitleDialogBox

Lesson2WorkingwithText
Inthislessonyouwilllearnhowto:

DisplaytheCurrentDateandPageNumber.
AddaBlockofFreeformText.
CustomizeFreeformTextbyChangingItsAttributes.
AddDatestoSymbols.
AnnotateaSymbolUsingSymboltext.
AddTextinTheMiddleofaBarUsingSymbolText.
OpentheScheduleforthisLesson.

1. OnthetoolbarchoosetheFiletab.
2. IntheFilesandTemplates:OpenandSaveOptionssection,click
the
downarrownexttoOpen.
3. ChooseLessonChart.
4. [Link].
5. Savethescheduletoanaccessiblefolderonyourharddrive,such
[Link],intheFilesandTem
plates:OpenandSaveOptionssectionclickSaveAs...choose
[Link]
tutorialfile.

Lesson2StarterSchedule

DisplaytheCurrentDateandPageNumber.
Pagenumber
1. OntheViewtabintheOptionalsectioncheckonPageNumber.
2. Clickingonceontheactualpagenumberintheschedulewillcausethetoolbarto
changeandprovideyouwithoptionstochangetheattributesofthepagenumber.

CurrentDate
1. ChoosetheDatestabintheCurrentDatesectioncheckonDisplayDateDisplay
Date.
2. Clickingonceonthecurrentdatewillcausethetoolbartochangeandprovide
youwithoptionstochangetheattributesofthecurrentdate.

Note:
It'spossibletodisplaythecurrentdateandpagenumberanywhere
onyourscheduleusingfreeformtextand"substitutabletextstring"
[Link]:
Thefreeformtextstring"Page&curpageof&maxpage"displaysas
"Page1of3"onthefirstpageofa3pageschedule.
Thefreeformtextstring"&date"displaysthecurrentdate.

PageNumber

DisplayDate

DisplayedPageNumberAndDate

2-1

AddaBlockofFreeformText.
1. Clickinthe

texttooltoolbox.

2. Clickintheschedulearea,totherightoftheNailonshingles
step:

EnterFreeformText

3. Type3Mancrewtoarrive.
4. PressEntertosplitthetextontoanewline.
5. Typeby8amdaily.
FreeformText

CustomizeFreeformTextbyChangingItsAttributes.
1. Clickingonceonthefreeformtextwillcausethetoolbartochangeandprovideyouwithoptionstochangethe
attributesofthefreeformtext.

FreeformTextAttributeOptions

2. IntheFontsectionchangethe:
a. FonttoArial
b. Sizeto24
FreeformTextRevised

c. HorizontalAlignmenttoCenter
d. TextStylecheckonBold,Italic,Underline
e. TextColortodarkpurple.
3. IntheBackgroundColorsectionchangethe:
A. SetFillColortolightpurple
B. SpecialEffectstoFadetoBottom
C. CheckoffTransparent
4. CheckonShowShadowandSetShadowColortodarkpurple

2-2

AddDatestoSymbols.
1. Inthetoolbox,doubleclickthe symbolthatisusedforthestart
[Link]
logbox.
2. IntheSymbolOptionsdialogboxclicktheTextandDateProper
tiestab.
3. UnderDatePlacement,chooseAboveandCenter.
4. [Link]:
Note:

Justthemonthanddayaredisplayedforsymboldatesinthisex
[Link],choosetheDates
tabintheDateRelatedSettingssectionclickSetSymbolDateFor
mat.

SymbolDates

AnnotateaSymbolUsingSymboltext.
1. Clickthe

arrowtoolinthetoolbox.

2. [Link].
3. AtthebottomofthetoolbarclicktheTexttab.

SymbolTextAttributeOptions

4. IntheTextsection:
A. InLine1:typeinMaterials
B. InLine2:typeinTarpaper,shingles,nails
C. InDateSuffixtypeinEst.
D. IMPORTANTclickonApplyTextChanges
5. IntheTextsectionnexttoLine1:MaterialschooseTextOverridetheSymbol
TextLine1Overridesdialogboxappearschange:
A. TextColorOverridetolightpurple
B. IntheTextAttributesOverridessectioncheckonBoldOverride
6. IntheTextPlacementsectionchange:
A. Vertical:toAbove

TextLineOverride

B. Horizontal:toRight
7. IntheDatePlacementsectionchange:
A. Vertical:toBelow
B. Horizontal:toCenter

SymbolText

2-3

AddTextinTheMiddleofaBarUsingSymbolText.
1. Clickthe

arrowtoolinthetoolbox.

2. [Link].
3. AtthebottomofthetoolbarclicktheTexttab.

SymbolTextAttributeOptions

4. IntheTextsection:
A. InLine1:typeinSmithConst.
B. IMPORTANTclickonApplyTextChanges
5. IntheTextPlacementsectionchange:
A. Vertical:toMiddle
B. CheckonCenterTextonBar

TextOnABar

MoreaboutMilestonesSimplicityandText

Symboltextisthebestwaytoannotatelargeschedules,especiallyifyouneedtextto"stick"toataskorsymbol
DefaultSymboltextisappliedtosymbolsbydoubleclickingasymbolintheToolboxandchoosingtheSymbol
Optionsdialogbox,[Link]
[Link].

[Link]
movewithataskrowitisindependentofanyobject.

GloballychangeanytextstylechoosetheFormattabDefaultTextsection.
Doyouwanttoaddlengthynotestoasymbol,butnotdisplaythenotesontheschedule?Tryusingsymbolnotes.
[Link]
[Link]
avoidlosingyourtypedintext.

Doyouwanttodisplaytheschedule'sfilename?Justusefreeformtextandtypeinsomethinglikethis:Myfile's
nameis&[Link],whenyouclickawayfromthetext,MilestonesSimplicitywillsubstitutetheactualfile
nameandgiveyousomethinglikethis:Myfile'snameisc:\myschedulefiles\[Link]

2-4

Lesson3CustomizingtheToolbox
Inthislessonyouwilllearnhowto:UnlockToolboxfromsidebar.

ChangetheAppearanceofaSymbolintheToolbox.
ChangetheAppearanceofaHorizontalBarintheToolbox.
ChangetheAppearanceofaVerticalLinktheToolbox.
ChangethelookoftheToolbox.

OpentheScheduleforthisLesson.

1. OnthetoolbarchoosetheFiletab.
2. IntheFilesandTemplates:OpenandSaveOptionssection,
clickthe
downarrownexttoOpen.
3. ChooseLessonChart.
4. [Link].
5. Savethescheduletoanaccessiblefolderonyourharddrive,
[Link],intheFiles
andTemplates:OpenandSaveOptionssectionclickSave
As...[Link]
andeditingofthistutorialfile.
Lesson3StarterSchedule

ChangetheAppearanceofaSymbolintheToolbox.
[Link],andthat
symbolcurrentlyexistsontheschedule,thatsymbolontheschedulechangesaccordingly.
RedTriangle
1. First,noticethateachtaskrowcontainsaredtrianglesymbol,and
[Link],theredtriangleap
pearsinthelegendbelowtheschedule.
2. Inthetoolbox,[Link]
theSymbolOptionsdialogbox.
3. UnderStandardShapes,scrollandselectthe28thsymbol(thenull
symbol).
4. ClicktheTextandDatePropertiestab.
5. UnderDatePlacement,chooseHide.
6. UnderTextPlacement,chooseHide.

SymbolOptions

7. ClickOK.
Note:

Allredtrianglesymbolsontheschedulehavebeen
[Link]
thelegendchangedaswell.

ChangedSymbol

3-1

GreenUpsideDownTriangle.
1. Inthetoolbox,doubleclickonthegreenupsidedowntrianglesymbol.
ThisbringsuptheSymbolOptionsdialogbox.
2. UnderStandardShapes,scrollandselectthe43rdsymbol(arrowhead).
3. ClicktheColor/Pattern/Size/Shadowtab.
4. UnderOutlineColor,scrollandchooseBlue.
5. UnderFillColor,scrollandchooseCustomBlue.
6. UnderShadows,[Link]
thisfeatureisturnedon.
7. UnderSize,[Link]
willbeappliedtothesymbol.
8. ForshadowColor,chooseNavy.
9. ClicktheTextandDatePropertiestab.
10. UnderDatePlacement,chooseAbovethenCenter.
11. UnderTextPlacement,chooseHide.
SymbolOptions

12. ClickOK.
13. Ifamessageaboutsymbolplacementappears,thenselectYes.
Note:

Allgreenupsidedowntrianglesymbolsontheschedulehavebeen
changedtobluearrowheadsymbolswithdatesabovethesymbol.

ChangedSymbol

ChangetheAppearanceofaHorizontalBarintheToolbox.
Whenyoumakeachangetoabarinthetoolbox,andthatbaralreadyexistsontheschedule,allincidentsofthatbarson
theschedulewillchange.
1. Inthetoolbox,doubleclickonthebluebarthatisbe
[Link]
bringsuptheBarOptionsdialogbox.
2. KeepthesameBarType.
3. UnderFillColor,choosechangebuttonandpicklightblue.
4. UnderLineColor,choosechangebuttonandpickblue.
5. UnderTypeofEffect,clickthedownarrowandchoose
FadetoLeft.
6. UnderShadowSettings,checkShowShadow.
BarOptions

7. ForShadowSize,chooseMedium.
8. ChooseaShadowColorchoosechangebuttonandNavy.
9. ClickOK.
Note:

Now,[Link]
alsoreflectsthebarchanges.

ChangedBar

3-2

ChangetheAppearanceofaVerticalLinktheToolbox.
1. [Link]
uptheVerticalLinkOptionsdialogbox.
2. UnderColor,scrollandchooseLimeGreen.
3. UnderLinePattern:choosedashedline
4. UnderShape,scrollandchoosenumber3.
5. ForArrowheadType,chooseTriangular.
6. ForArrowheadSize,chooseLarge.
7. ClickOK.

VerticalLink

Note:

TheBlackverticallinkisnowagreendashedarrow.

ChangedVerticalLink

ChangethelookoftheToolbox.
Byrightclickingthetoolboxyoucanchangethelookofthetoolboxbyselectingfromthemenuoptions.
Toolboxposition:
Undocked:
[Link]
stonesandopenMilestonesfortheoptiontotakeeffect.
DockedtotherightoftheMilestoneswindow:
[Link]
stonesandopenMilestonesfortheoptiontotakeeffect.
DockedtotheleftoftheMilestoneswindow:
[Link]
stonesandopenMilestonesfortheoptiontotakeeffect.
Hidden:
[Link]
backonchoosetheViewtabintheOptionalItemssectioncheckonToolbox.

Undocked

LeftDocked

3-3

RightDocked

ToolboxType
Standard:
[Link]
tains2rowsoftools,upto8rowsofsymbolsforatotal
of36symbols,upto8rowsofhorizontalbarsforatotal
of16barsandupto2rowsofverticallinksforatotalof
8verticallinks.
Combo:
Thecombotoolsboxessymbol,bar,symbolcombina
[Link]
combotoolboxcontains2rowsoftools,upto16rowsof
symbol,bar,symbolcombinationsandupto2rowsof
verticallinksforatotalof8verticallinks.
Toswitchbetweenthetoolboxesrightclickthetoolbox
chooseSwitchto.
Tochangetheattributes,numberofsymbols,bars,verti
callinks,[Link]
[Link]
ToolboxSize,Type,Highlightdialogboxwillappear.

Standard

Combo

Onceyouhavecustomizedthetoolboxyoucancopythetoolboxand
pastethetoolboxintoanotherschedule.
1. RightclickthattoolboxandchooseCopyToolbox.
2. OpenanotherMilestonesschedule.
3. RightclickthattoolboxandchoosePasteToolbox.
ToolboxProperties

YoumustopenthescheduleinthesameinstanceofMilestones.

3-4

Lesson4WorkingwithDependencies
Inthislessonyouwilllearnhowto:

SetupDependenciesforaProject.
TurnonDependencyModeandAdjustTasksUsingDependencies.
AdjustTasksandtheEntireScheduleUsingShiftAllDates.

OpentheScheduleforthisLesson.

1. OnthetoolbarchoosetheFiletab.
2. IntheFilesandTemplates:OpenandSaveOptionssection,click
the
downarrownexttoOpen.
3. ChooseLessonChart.
4. [Link].
5. Savethescheduletoanaccessiblefolderonyourharddrive,such
[Link],intheFilesandTem
plates:OpenandSaveOptionssectionclickSaveAs...choose
[Link]
tutorialfile.
Lesson4StarterSchedule

SetupDependenciesforaProject.
Herearethedependencieswearegoingtosetupforthisschedule:

ManufacturecanbeginonlyafterDesignisfinishedandDesigncanbeginonlyafterPlanisfinished.

TestcantbestarteduntilDesignisfinished

MarketcantbestarteduntilTestisfinished.

ManufacturecanbeginonlyafterDesignisfinishedandDesigncanbeginonlyafterPlanisfinished.
Addaverticallinkfrom"Plan"to"Design"and"Design"to"Manufacture"
1. Clickinthe

arrowtoolinthetoolbox.

2. Clickonce

onblackverticallinkinthe.

3. HoldtheCtrlkeyonthekeyboard,andclickonceonthewordPlan,then
onceonDesign,[Link],releasetheCtrlkey.
4. Thosethreetaskrowsshouldbehighlightedinblack.
5. NextchooseInserttabintheVerticalLink(s)sectionchooseVerticallinks
[Link]/
Dependenciesdialogbox.

HighlightedTasksToBeLinked

6. UnderTypeofSymbolstoLink,chooseLinknormalsymbols.
7. UnderDirectiontoLink,chooseDownward.
8. UnderTypeofLink,choose(FS)FinishtoStart(connectstheendsymbols
ononetaskrowtothestartsymbolsonthenexttaskrow).
9. [Link].
Thetaskswillnowhaveblackverticallinksbetweenthem.

LinkedTasks

4-1

TestcantbestarteduntilDesignisfinished.
Addaverticallinkfrom"Design"to"Test"
1. Clickinthe
2. Clickonce

arrowtoolinthetoolbox.
onblueverticallinkinthetoolbox.

3. HoldtheCtrlkeyonthekeyboard,andclickonceonthewordDesign,
[Link],releasetheCtrlkey.
4. NextchooseInserttabintheVerticalLink(s)sectionchooseVertical
[Link]
Links/Dependenciesdialogbox.
5. UnderTypeofSymbolstoLink,chooseLinknormalsymbols.
LinkedTasks

6. UnderDirectiontoLink,chooseDownward.
7. UnderTypeofLink,choose(FS)FinishtoStart

8. [Link]
linksbetweenthem.
MarketcantbestarteduntilTestisfinished.
HereisanotherwaytoaddaverticalLinkfrom"Test"to"Market"
1. Inthetoolbox,clickonceonthe

plustool.

2. Ontheschedule,clickonceontheendsymbolforTest
3. Inthetoolbox,clickonceonthered

verticallink.

4. Ontheschedule,[Link]
nowhavearedverticallinksbetweenthem.

LinkedTasks

TurnonDependencyModeandAdjustTasksUsingDependencies.
TurnonDependencyMode
1. [Link]:On
willbevisibleinthelowerrightcorneroftheMilestoneswindow.
Adjusttheschedule
[Link],duetounforeseentechnicaldiffi
culties,[Link]:
1. Clickthe

arrowtoolinthetoolbox.

2. OntheenddatesymbolforPlan,clickandholdusingtheleftmouse
button.
3. DragthesymboltotherightuntilyoureachFebruary8th,thenre
leasethemousebutton.

SlippedTask

Note:

Allofthedependenttaskshaveslippedbythesameamountoftime:

DependentTasksSlip

4-2

AdjusttheEntireScheduleUsingShiftAllDates.
[Link]
schedulecanshiftusingtheShiftAllDatesoptions.
1. ChooseDatestabintheDateRangeToolsectionchooseShiftalltask
[Link].
2. ForNumberofWorkingDaystoShift,enter30.
3. ClickForwardsothatitisselected.
4. ClickResetScheduleStartandEndDatessothatitisnotchecked.
5. ClickOK.Yourschedulehasbeenshiftedahead30days:

EntireScheduleShifted30Days

4-3

Lesson5OutliningyourSchedule
Inthislessonyouwilllearnhowto:
SetUpIndentingforaColumn.
OutlinetheStepsintheProject.
InsertanOutlineLevelColumn
SetShading,Gridline,andTextpropertiesforeachOutlineLevel.

OpentheScheduleforthisLesson.

1. OnthetoolbarchoosetheFiletab.
2. IntheFilesandTemplates:OpenandSaveOptionssection,click
the
downarrownexttoOpen.
3. ChooseLessonChart.
4. [Link].
5. Savethescheduletoanaccessiblefolderonyourharddrive,such
[Link],intheFilesandTem
plates:OpenandSaveOptionssectionclickSaveAs...choose
[Link]
tutorialfile.
Lesson5StarterSchedule

SetUpIndentingforaColumn.
TheTabkeyandtwotoolbariconsallowyoutochangetheoutlinelevelofeachtask.
Setupindentingforacolumn
1. Clickinthe

arrowtoolinthetoolbox.

2. [Link]
[Link]
3. [Link]:presstheapplybut
[Link].

5-1

OutlinetheStepsintheProject.
Next,youwillindenttheprojectstepsundereachstreetaddress,therebychangingtheirOutlineLevelfrom1to2.
1. Clickthe

arrowtoolinthetoolbox.

2. HoldingtheCtrlkeydown,inthePROJECTcolumn,clickonceon
eachoftheprojectstepsthatisnotanaddress.(Whenselected,
thetaskrowwillhighlightinblack.)
3. ClickonceontheOutlineLevelicononthe
toolbartochangeallofthesestepstolevel2.
4. Clickwithinthescheduleareatodeselecttheprojectsteps.

SelectedTask

Note:

Theprojectstepsundereachstreetnameareindented:

TasksIndentedToLevel2

Next,youwillindentselectedtasksfromOutlineLevel2to3.
1. Click

thearrowtoolinthetoolbox.

2. HoldingtheCtrlkeydown,clickonceonthewordPoolPlumbing
andonceonthewordHookupWaterforeachstreetaddress
3. ClickonceontheOutlineLevelicononthe
toolbartochangeallofthesestepstolevel3.
4. Clickwithinthescheduleareatodeselecttheprojectsteps.

SelectedTask

Note:
TheprojectstepsunderPlumbingforeachstreetnamearein
dented:

TasksIndentedToLevel3

5-2

InsertanOutlineLevelColumn
[Link]
goingtoautomaticallytelltheoutlinelevelofeachtask.
1. OnthetoolbarchoosetheInserttab.
2. IntheRowsandColumnsectionchooseNewColumn.
3. InthedropdownboxselectOutlineLevel.

OutlineLevelColumn

SetShading,Gridline,andTextpropertiesforeachOutlineLevel.
1. Click

thearrowtoolintheToolbox.

2. HoldingdowntheCtrlkeyselect301Sunspotand455Tombstone,theoutlinelevel1steps.
3. ThetoolbarwillchangetotheSelectiontab.
4. IntheTaskRowSettingssectionchooseMoreTaskRowOptions.
5. InthedropdownmenuchooseGridline/[Link]
ertiesforSelectedTasklinesdialogboxappears.
6. ChooseApplyNewSelectiontoallThreeSections.
7. ChoosetheShadingtab.
8. [Link]
tionsofShadetheTaskRowsarealsoselected.
9. UnderShadeColorchoosetheChangebutton.
10. Selectlightyellow.
11. [Link].

HorizontalGridlineProperties

12. PressOKagain.
13. Clickwithinthescheduleareatodeselecttheprojectsteps.
Note:

Yourschedulenowhasoutlinelevel1taskshighlightedinyellow.

Byfollowingthesamestepsforenhancingoutline1youcanalsoenhanceoutlinelevels2and3.

Level1HorizontalGridlinesShaded

HorizontalGridlinesShadedPerOutlineLevel

5-3

Lesson6ShowingProgress
Inthislessonyouwilllearnhowto:

TurnonSymbolandBarFilltoStatusDate.

ShowaProjectisAheadorBehindSchedule.

OpentheScheduleforthisLesson.

1. OnthetoolbarchoosetheFiletab.
2. IntheFilesandTemplates:OpenandSaveOptionssection,click
the
downarrownexttoOpen.
3. ChooseLessonChart.
4. [Link].
5. Savethescheduletoanaccessiblefolderonyourharddrive,such
[Link],intheFilesandTem
plates:OpenandSaveOptionssectionclickSaveAs...choose
[Link]
tutorialfile.
Lesson6StarterSchedule

TurnonSymbolandBarFilltoStatusDate.
WhenFilltoStatusDateisturnedonforsymbolsandbars,thesymbols
[Link]
thecurrentdate,theyarehollow(awhitecolorfill)toindicatefuture,in
completeactivity.
Thecurrentdatefortheexamplescheduleis3/23/[Link]
dateisdepictedbytheverticaldottedlineontheschedule.
TurnonSymbolsFilltoStatusDate
1. ClicktheDatestab.
2. IntheDateRelatedSettingsclickSymbols:FilltoStatusDateand
[Link]
turnedon.

SymbolAndBarsFilledToStatus

ShowaProjectisAheadorBehindSchedule.
BehindSchedule
1. Clickthe
2.

arrowtoolintheToolbox.

[Link]
appear.

3. [Link]
boxappears.
4. ClickthebuttonforBehindSchedulesothatitisselected.
5. ForOffsetAmountenter16forDays.
6. [Link]
schedule:
AheadandBehind

AheadofSchedule
1. RightclickonceonthewordsRefine&[Link].
2. [Link].
3. ClickthebuttonforAheadofSchedulesothatitisselected.
4. ForOffsetAmount,enter30forDays.

5. [Link]&Redesignstepisnowindicatedasbeingaheadofschedule.
6-1

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