Element View

The Element View of the Project Gantt View lists the elements in the project that have resources assigned to them and shows the resources assigned to each element, as a list of allocation records and a Gantt chart of the progress of the allocations.  An allocation can be partial, in that a role or task is assigned but no specific resource has been identified.

The display initially shows the elements and their overall resource commitment; click on the 'plus-box' to the left of the name of the element to expand the entry to show the resources and the allocation period for each resource. You can then:

Check the dates on which specific elements have resources currently allocated
Check which resources are currently allocated to an element
Assign further resources to the element
Check the dates on which a resource is allocated to work on a specific element
Check the general progress of the resource in completing the work
Check the specific details of the allocation of a resource to an element and task or role
 

The display shows both complete allocations and those that are still in progress; an internal filter hides completed allocations two weeks after the end date, and incomplete allocations one month after the end date.

The Element View provides the same features as the diagram Gantt View and the Package Browser Gantt View, and complements the Resource View and Personal Tasks view of work allocation on the project.

Access    Project | Project Gantt View > Element View
(Project Browser | right-click package | Package Browser | Gantt View)

Options

Option

Action

See also

Filter the display

Right-click on the window and select the Apply Filter context menu option.

The Filter Bar displays at the top of the Element and Role or Task columns; type in a text string to filter for resource names and role or task names, respectively, that begin with the text.

 

List Header

Display the properties of the element

Right-click on the element and select the Properties context menu option.

The Properties dialog for the element displays.

 

Properties Dialog

Display the resource allocation details

Right-click on the resource and select the Properties context menu option.

The Assigned Resources dialog displays; you can edit the details and, if necessary, change the resource allocated to the element.

 

Resource Allocation

The Project Management Window

Assign a new resource to the element

Right-click on the resource and select the Assign Resource context menu option.

The Assigned Resources dialog displays; complete this as for the Resource Allocation tab of the Project Management window.

 

Resource Allocation

The Project Management Window

Refresh the report

Right-click on the display and select the Refresh context menu option.

The content of the display is refreshed and collapsed to element level.

 

 

Display the Resource Allocation records for the element

Right-click on the entry and select the Locate in Resource Window context menu option.

The Project Management window opens at the Resource Allocation tab, with the details of the selected entry shown in the fields and the other resource allocations for the element listed in the left-hand panel.

You can edit the details and, if necessary, change the resource allocated to the element.

 

Resource Allocation

The Project Management Window

Reposition the Gantt chart to show the start date or end date of an allocation, or today's date

Right-click on the entry and select the required option:

Go To | Task Start
Go To | Task End
Go To | Today's Date

 

The display shifts to put the required date in the center of the chart.

 

 

Locate the element in the Project Browser

Right-click on the element name and select the Find in Project Browser context menu option.

The area of the Project Browser containing the element is brought into focus and expanded, and the element is highlighted.

 

 

Save an image of the Gantt chart to file

Right-click on the tab and select the Save Image to File context menu option.

The Save As Image dialog displays, on which you specify the file name, location and graphics file type to save to.

 

 

Save an image of the Gantt chart to the clipboard

Right-click on the tab and select the Copy Image to Clipboard context menu option.

You can paste the image from the clipboard into your preferred graphics package.

 

 

Learn more