Project Management Windows

The Project Management windows help you to define these quantities associated with an element contained in the model:

Resources - the people who work on a project, who can be assigned roles and allocated tasks
Effort - effort expended in work on the element
Risks - risk associated with the element
Metrics - metrics measured for an element

A separate window displays for each of the four quantities.

Access

Ribbon

Construct > Task Management > Resource Allocation

Construct > Change Management > Effort

Construct > Change Management > Risks

Construct > Change Management > Metrics

Toolbar Options

You can operate on individual items in any of the four Project Management windows, using the Project Management toolbar.

Icon	Action	See also
New	Create a new item.	Effort Management Risk Management Resource Allocation Metrics
Save	Save changes to an item.
Save As New	Duplicate an existing entry. You must change an item's Role for this to become enabled.
Delete	Delete an item from the list.
Sort	Sort the items in the list into alphabetical order.
Print	Print item data from the list.
Browse Element	Display the Element Browser window for the selected element, to list and select the project management items for the element.	The Element Browser
Show/Hide Properties	Swap between detailed and summary window styles.
Help	Show help contents for this window.

Notes

Click on an element in the Project Browser to switch to the project management information for that element in the Project Management windows
The windows have two formats:
- List mode - provides a detailed list showing several columns of information
- Item mode - a summary list plus an editor to add or edit information for a single selected item
Toggle between these modes using the Show/Hide Properties button in the window toolbar
Columns in the item list can be reorganized, added, removed, grouped, filtered and sorted using the options provided in the List Header facilities
Right-click on the list to view the context menu, which you can use to add and delete items in the window

Learn more