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Sam Kidd

Project Charts now online

November 04, 2009 · Sam Kidd

This is a blog post I know a lot of you have been waiting to see.....we now have start dates and end dates on projects which leads us to the ability to view these dates with a project chart view.

This view will allow you to see where all your projects start, end and overlap.

it’s been a long time since we first talked about this feature but we have had many a discussion here trying to get the balance right and trying to make sure that it’s very easy and straight forward to use.

I know your all just dying to know how to get this feature up and running within your own installation so I have put together a few screen shots to explain how this new feature will work.

 

Step 1: Adding dates to a project

Go to the overview screen on a project that you wish to add a start and end date too. Expand the project options menu and then select "Add/Edit Project Dates".

The project dates are worked out for you initially. The default start date is the date the project was created. The end date defaults to 30 days from the creation date. if you have a task or milestone set beyond 30 days then the end date is moved to the last milestone or task due date. if you try and set the project start date after the earliest task or milestone, we will tell you!

Step 2: Select your dates.

Once you have clicked on add dates a light box window appears from which you may now select your project start and end dates.


Once you have chosen your dates a new display will appear on the left hand side of the project just under the project logo, from here you can also quickly edit the dates by clicking on them.

Once you have entered the start and ends dates on to your projects you can now view a chart of when all your projects begin, end and overlap each other.


To get to this chart view, click on “Project view” at the top of the application and then click on Project chart and wait for all the info to come through into a nice chart view.


To make this view less cluttered, only Milestones are shown on the project timeline. Tasks are not shown as it makes the chart a little confusing and goes beyond the purpose of the chart which is Where are we with our projects


You will also notice an improvement in the Project View tab. We have now divided this into Active and Archived projects. As an extra surprise, the minute you start adding dates to your projects, we will automagically work out if the project is current, complete, late or upcoming and again we divide your projects up so you can quickly get to each one. For example, show me all late projects...click the Late Projects tab!


You may be wondering: what constitutes a late, current, upcoming or complete project?

  • Late Project
    • Any project that has an end date less than now with un-complete milestones or tasks (note, tasks that have a due date and not complete)
  • Current Project
    • Any project that has an end date greater than now and a start date less than now
  • Upcoming Project
    • Any project that has an end date and start date greater than now
  • Complete Project
    • Any project that has an end date less than now with all milestones and tasks complete (note, tasks that have a due date and are complete)

We hope this new feature will help you get a better overview of where you stand with all your projects and help you make better planning decisions.

As always we welcome your feedback on this feature.

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Comments

04 November 2009 4:13 PM
Morten says
Do you intend to extend this concept to milestones and tasks within a project? This is what I really need. My projects are big, long, complex and few. I don't need to know timing relationships between projects. I need to manager the timing relationships of milestones/tasks within each project.
05 November 2009 12:08 AM
jung suh says
yes - dependencies between tasks and milestones - we really need these - OR - the APi....PLEASE
05 November 2009 3:19 AM
Thanks for implementing this! This should definitely help with a top level view of all projects! Good job TWPM!

I also second the other comments made on this post. Do you know when you are implementing task and milestone dependencies? This would be a KiLLER feature. Thanks for all of your hard work!

10 November 2009 10:24 AM
Alistair says
This could well be useful to us when it comes to looking at projects overall, will give it a play when I get a chance.

I agree with the others though - being able to do this for milestones/tasks within a project would be more immediately useful though!
11 November 2009 11:23 AM
This is an interesting new development, and I'm finding that I want a way to print it, and, I'd like to be able to filter by client. if I have three projects for ACME, I want to print a high-level overview for an ACME review meeting, to show where things are. As it stands, I do not think I can do that as it prints everything in the system.

Thanks so much for continually pushing ahead.

Sincerely,
Rick Cogley
11 November 2009 10:05 PM
Alexander Deliyannis says
I was wondering what I was doing wrong and couldn't see the Project Chart tab on Project View; neither could I see Active Projects etc. A bit of experimenting eventually explained it: the new Project View only appears if one has more than one project. Not a serious issue, as I just solved it by creating a dummy project, but you might want to look into it.
12 November 2009 4:57 PM
Mike T says
Yes...start/end for tasks, and gantt chart of task list would be awesome!
23 November 2009 4:10 AM
Andrew Grant says
Nice work guys (and app response times are still nice and low!).
Don't agree links between tasks is a high priority. if you want a scheduling tool try MS Project or Liquidplanner. Whilst I don't like Basecamp's intransigence on some issues, at least they know they stand for something - simplicity and collaboration. Teamworkpm has to be careful not to try and be all things to all people - bloatware.
24 November 2009 4:50 AM
df says
is the API Ever going to be complete? Not to be the wet blanket, but we have seen several other minor functionality releases come and go since the announcement almost two months ago that the iphone app and apI (not sure why they are always tied together) were 2 weeks from being done. I totally understand delays in timelines, it would just be nice to have a realistic expectation of when it might be ready. Sorry if this sounds negative, all in all I love your offering, I just keep having to push my migration back again and again since I cant move many of our projects until the API is complete so that I can integrate with our sym.
24 November 2009 1:13 PM
Ken says
Disagree with Andrew Plant, I think not only should you add these functionalities, but you need to add more. Can you please add sub-projecting?
10 December 2009 12:56 AM
SP says
Guys, this is a great feature! I'm glad you added it.

Having the project level gantt is perfect - gives a good high level overview of everything.

Some suggestions:
1. Could show the gantt months in 10 days intervals and/or make the chart dynamic
2. Could you add the team members names on the gantt chart next to the project name.

Thanks.
08 January 2010 11:12 AM
John says
Similar comment to others. Whilst this is a good feature for a general overview of all projects, most people work in a team on a single project. What we need is a project level gantt of the individual project tasks and milestones - or speed up the release of the MS-Project interface which is on the roadmap to-do list.
22 February 2010 11:13 PM
Laura Hubbard says
How do I delete a project mistakenly entered?
22 February 2010 11:13 PM
Laura Hubbard says
How do I delete a project mistakenly entered?
22 February 2010 11:13 PM
Laura Hubbard says
How do I delete a project mistakenly entered?

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