Embedding projects with summary project

[Chris P]

Hi,

I have a large project with sections A thru Z, I have a small summary
project that I only want to show the section main activities from the large
project. I.e. Section A has 10 activities under it but I just want the
rolled up view. The idea being that I can use the main file to run my
project and then use the much simplified project file for reporting
purposes. I know I could just hide the sub-tasks in the main project for
reporting but it looks messy.

The problem is that I can't work out how to get the rolled up title rows
into the summary sheet. Does anyone know how I might be able to do this?

Cheers

Chris


Note: Using MS Project 2003 and WinXP

 

[John]

Hi,

I have a large project with sections A thru Z, I have a small summary
project that I only want to show the section main activities from the large
project. I.e. Section A has 10 activities under it but I just want the
rolled up view. The idea being that I can use the main file to run my
project and then use the much simplified project file for reporting
purposes. I know I could just hide the sub-tasks in the main project for
reporting but it looks messy.

The problem is that I can't work out how to get the rolled up title rows
into the summary sheet. Does anyone know how I might be able to do this?

Cheers

Chris


Note: Using MS Project 2003 and WinXP

Chris P,
Looks messy? Project is a working schedule application, not a pretty
picture maker.

I'm having a little trouble with your statement, "...rolled up title
rows into the summary sheet." What exactly are the "title rows" and what
is the "summary sheet"? Do you perhaps mean that you want to show the
subtask Gantt bars in the summary line Gantt bar? If so, then I would
first apply the filter for summary tasks. Select all and go to
Project/Task Information/General tab. Click twice on the "hide task bar"
option (that will hide all summary line Gantt bars). Then remove the
summary task filter and create a filter for all non-summary lines. Again
select all and display the Task Information window. This time click
twice on the option to "roll up Gantt bar to summary".

John
Project MVP

 

[Jim Aksel]

We use Kidasa Milestones Professional 2006 to create this type of eye candy.
In MS Project, we set a Flag on the activities we want to report. The
reporting activities are usually milestones or summary level task elements
representing entire areas of work (such as Systems Engineering, or
Installation Design).

It is important the Flagged tasks are meaningful to upper management and
should therefore be summary level.

Kidasa Milestones (http://www.kidasa.com) allows you to import from Poject
and only pulls those tasks that are Flagged (that is one thing it will do).
Then we turn it into eye candy. They have a free 30 day trial period so
there is no risk.

Another alternative is the same thing with the Flags, but then just filter
on Flag=Yes in Project. Summary bar hiding is as described by John.

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