Logo: TechTrax...brought to you by MouseTrax Computing Solutions

Microsoft Project: 4 - Manipulating the Data

by Mike Glen, MVP

You should have by now entered all your Tasks, Durations and the logic that links the dependencies. If you wish to see if your Network Diagram follows the principles in my introductory guide to network analysis at: http://www.mvps.org/project/networkanalysis.htm, go to View/Network Diagram (PERT Chart in Project 98). There you will see the boxes representing each Task and the logic linkages. Don't linger too long, I will be covering the Network Diagrams in a later lesson.

Back to the Gantt Chart View through View/Gantt Chart, or click the Gant Chart icon in the View bar, and we'll have a look at how you can manipulate the data you have entered so far. Like all Windows programs, there are often many ways to achieve the same end. I will include most of them, leaving you do decide which method suits you best.

Manipulating Data

Selecting Data
Again, like most Windows programs, you can click to select data, and click and drag to highlight adjacent data. Selecting one piece of data and Shift-click to another piece of data will select all in between. You can also use Ctrl-click to select non-contiguous data.

Selecting A Cell
Select data by clicking on the cell containing it and the selected cell will be highlighted with a black border.

Selecting A Column
Click on the column heading to select the column and all the cells in the whole column will be highlighted.

5=techtrax/

Selecting A Row
Select all the data in a row (which includes all data fields in the record for that task) by clicking on the row heading, which is the cell holding the identification number (ID). All the selected row cells will be highlighted.



Selecting All Rows And Columns
To select all of the rows and columns in a sheet (for instance, when copying and pasting project data into another application) click the Select All button: the cell immediately above ID 1 and to the left of the column headings.



Go To
Sometimes the Gantt bar is not visible on screen. To make it visible, select Edit/Go To…, Ctrl+G, F5 or select a task in the Gantt table and press the Go To Selected Task tool button.



This procedure will also work in other Views that show time scaled data.

Deleting Data

Very Important Note: If one or more cells are selected, pressing the Delete key will delete the entire selected rows, and all of the selected records will be lost (and you have only one chance to Undo). In Project 2002, only the cell(s) will be deleted and a Smart Tag will give you the final option of deleting the cell or the whole task.

Rows
Select the rows to be deleted. Press the Delete key, select Delete Task from the Edit menu, right-click and select Delete, or click on the Cut tool button. If you delete a summary task, all of its subtasks are deleted too. After you delete a task, Project will automatically renumber the remaining tasks.

Columns
Select the headings of the columns to be deleted. Press the Delete key, Edit/Hide Column, right-click and chooseHide Column, or you can click the boundary line between columns and drag to the left. In each case, the information is not lost, the data fields still exist and can be shown by re-inserting the column: i.e. the column information is simply hidden from view.

Cells
Select the cells to be deleted. Select Edit/Cut(Cell), Edit/Clear/Contents, right-click and Cut(Cell), right-click and Clear Contents, press Ctrl+Delete (Clear), Shift+Delete (cut), Ctrl+X (cut) or click the Cut tool button.



They can also be deleted individually from the Entry Box on the Entry Bar.

Moving Data

When moving data, whether it's within a project, between projects or to other applications like spreadsheets or documents, it is often easiest to cut and paste data fields rather than using click and drag.

Moving Rows
Select the row(s) by clicking the row heading(s) (the ID numbers) release the left button, then click again in the row heading and when you see a 4-way cursor, drag to the new position. A grey T bar will help you to find the desired position between two existing rows. Selecting a summary task will automatically include all its children as soon as you start to drag. It is often easier, therefore, to close down the summary by clicking the little minus sign before dragging and then clicking the plus sign to open it up again..

Moving Columns
Columns can be re-ordered using the drag and drop editing method in Project 2002. In earlier versions, to re-order columns, a new table must be defined, or you can insert a column in its new positions and delete the old one.

Copying Data
Select the rows, columns or cells to be copied. Select Edit/Copy… or right-click and select Copy…, or Ctrl+C, or click on the Copy button.



The selected fields will be copied to the Clipboard.

Click where the top left hand corner of the data is required to appear. Select Edit/Paste or right-click and select Paste, or Ctrl+V or click on the Paste tool button.



Note! Data can only be copied to fields that are of like format, e.g. monetary data can only be copied to monetary fields.

Inserting Rows and Columns

Inserting Rows
Select all or part of a row—the new row will be inserted above the selected row. Press the Insert key or select Insert/New Task. To insert more than one new row, press the Insert key the requisite number of times or select a set of rows and Insert—Project will insert the same number of empty rows as rows selected and renumber the rows that follow the inserted rows. Drag the row boundary in the row heading to change the individual row's height, however, in Project 98 such action will change the height of all rows.

Inserting Columns
Select all or part of a column—the new column is inserted to the left of the column selected. Select Insert/Column… or select a column heading and press the Insert key.

From the Column Definition dialog box, type the Field Name or click on the drop-down arrow, and select from the pick list. (Pressing the first letter will go to the first field beginning with that letter.) If required, type in a new Title and select the Alignment and Width or select Best Fit. After the column has been inserted, dragging the boundary line to the right of the column heading can change its width. A double-click when the right-left arrow appears will also obtain a best fit. Project 2002 also allows you to choose text wrapping in the heading.

Undo
If the changes are not required to be permanent, particularly to recover immediately deleted data, use the undo facility. Clicking the Undo tool button can reverse most actions.

Otherwise, use Edit/Undo… or Ctrl+Z.

Cut data is cut to the Clipboard where it can be recovered by Edit/Undo Cut, right-click and select Paste or by using the Paste tool button.



Spell Check
Select Tools/Spelling, or press F7, or click on the Spell Check tool button.



When the spell checker finds a word that is not in a dictionary, it displays the word in the Spelling dialog box. If the suggested correction in the Change To box is required, choose Change or Change All. To specify a different correction select a word from the Suggestions list or type the spelling wanted, then select Change. To skip a suggestion choose Ignore or Ignore All. Select Add to add the word to the custom dictionary. Click OK when Project displays the message: Spell Check Complete.

Auto Correct
Project uses the standard Windows AutoCorrect facility. Tools/AutoCorrect… will invoke the settings.

Find and Replace
Project's find and replace facility is invoked through the Edit/Find (Ctrl+F) or Edit/Replace (Ctrl+H). Both bring up a dialog box where the text to be found is typed in the Find what: box. The Look in field: to be searched and the Test: to be applied can be selected from the pick lists. For the replace facility, in the Replace dialog box, insert the text in the Replace with: box. Project then finds the first occurrence of the text and gives the opportunity to Replace or Replace All or Find Next.



Auto link
A word of warning! Project has a default setting to automatically link tasks. When inserting a task, the links between the previous and subsequent tasks will be broken and re-set to the inserted task in a chain. Similarly, if a task is moved, the gap produced is re-linked with a finish to start relationship. With complicated logic diagrams, this can cause apparent havoc and you will need to re-examine all the connecting links to ensure Project has guessed correctly! It is my strong advice to turn off this facility in the defaults set up in Tools/Options.../Schedule tab: Autolink inserted or moved tasks before you even start to type in tasks.

Planning Wizards
Planning Wizards can aid many scheduling tasks, pointing out possible problems and prompting for clarification of ambiguous actions. Most Planning Wizards will appear automatically, but one special Wizard helps specifically with the Gantt Chart layout.

Gantt Chart Wizard
Select Format > Gantt Chart Wizard or right-click the Gantt Chart and select Gantt Chart Wizard or click on the Gantt Chart Wizard tool button.



Follow the options on screen to customize the chart. For now, go as far as Step 2 and select the Critical Path radio button, Finish/Format It/Exit Wizard. You will now see the Gantt Chart with the Critical Path shown in red. Other options include the colour, pattern, size and end shape of the bars, milestones, and summary bars, type of link, display of text (e.g., Resource information or dates) to be associated with each bar, baseline and slack. More of this in a later lesson.

Next Month
A bit of a dry subject this month, but it clears the ground for getting the Gantt Chart correct with all the tasks in the best sequence and the correct logic links applied to show up the critical path. Next month we'll make a start at assigning resources.

 

Go up to the top of this page.
This site powered by the Logical Web Publisher™: Content management by Logical Expressions, Inc.