Tracking window
Use the Tracking window for monitoring a project's progress using different types of layouts. You can use the standard layouts, or create your own customized tracking layouts.
To display the Tracking window, do one of the following:
- Click on the Enterprise toolbar.
- On the Enterprise menu, choose Tracking.
Refer to the following sections of this topic for information and links to concepts and tasks about working with reports in the Reports window:
- Working in the Tracking window
- Tracking concepts
- Tracking tasks
- General tracking layout tasks
- Project Table tasks
- Project Bar Chart tasks
- Project Gantt/Profile tasks
- Resource Analysis tasks
- Working with the Gantt Chart
- Working with Profile and Spreadsheet
Working in the Tracking window
The Tracking window is divided into two or more panes, depending on the type of layout displayed. The upper left pane, or Project Explorer window, always contains information about the available projects, and the upper right pane, or Top Layout window, always displays the current layout and layout options. Depending on the type of layout you open, the left and right panes may be split horizontally to display additional panes on the lower half of the window. These include the Resource Explorer window on the lower left and the Bottom Layout window on the lower right.
Use the Display Options bar that appears above each pane, or window, to customize the layout. The options available from the Display Options bar correspond to the type of layout displayed in the pane. From the Display Options bar in the Top Layout window, you can show or hide the left columns, Top Layout window, or Bottom Layout window.
To open a layout, click in the Layout Name field in the Top Layout window (upper right pane). To save a layout, click the Display Options bar in the Top Layout window, then choose Layout, Save or Save As.
Tips
- After opening the Tracking window, the window remains open until you close it; if you open or navigate to another window without closing the Tracking window, click the Tracking tab to return to the window at any time.
- In the Open Layout dialog box, identifies global tracking layouts. Layouts assigned to specific users are identified by .
Tracking concepts
- Tracking
- Tracking layouts
- Types of tracking layouts
- Project Bar Charts
- Project Table layouts
- Project Gantt/Profiles
- Resource Analysis layouts
- Resource Explorer window
- Using Resource Analysis forecasting to dynamically level resources
Tracking tasks
General tracking layout tasks
- Change the display timeperiod for a timescaled tracking layout
- Change the table font, color, and row height used in a tracking layout
- Collapse all information in a tracking layout
- Define columns for a tracking layout
- Delete a tracking layout
- Expand all information in a tracking layout
- Expand or contract the visible area of a timescaled tracking layout
- Export a tracking layout
- Filter a tracking layout
- Group and sort a tracking layout using custom settings
- Group and sort a tracking layout using standard settings
- Hide or show the bottom window in a tracking layout
- Hide or show the left columns in a tracking layout
- Hide or show the top window in a tracking layout
- Import a tracking layout
- Modify a column's title, width, and alignment
- Open a tracking layout
- Save a tracking layout
- Share a layout with other users
- Zoom in and out of a timescaled layout
Project Table tasks
- Create a Project Table
- Customize a Project Table
Project Bar Chart Tasks
- Create a Project Bar Chart
- Customize a Project Bar Chart
- Specify Project Bar Chart data and display options
- View bar details in a Project Bar Chart
Project Gantt/Profile tasks
- Create a Project Gantt/Profile
- Customize a Project Gantt/Profile
Resource Analysis tasks
- Create a Resource Analysis tracking layout
- Customize a Resource Analysis layout
- Filter resources in the Resource Explorer window
- Group and sort resources in the Resource Explorer window
- Specify how resources are listed in the Resource Explorer window
Working with the Gantt Chart
- Add or modify a Gantt Chart bar filter
- Assign a filter to a Gantt Chart bar
- Change a Gantt Chart bar's label
- Change a Gantt Chart bar's style
- Change a Gantt Chart bar's timescale
- Change a Gantt Chart's background lines
- Customize the data date line
- Delete a bar from a Gantt Chart
- Show or hide a Gantt Chart's legend
- Specify Gantt Chart bar data and display options
Working with the Profile and Spreadsheet
- Change a profile's background lines
- Display past period actuals in a profile
- Display project data as a profile or spreadsheet
- Display resource data as a profile or spreadsheet
- Dynamically level resources
- Modify a spreadsheet field title in a tracking layout
- Select spreadsheet data fields
- Show or hide a profile legend
- Show or hide resource availability in a profile
- Show or hide resource limits and overallocation in a profile
- Show or hide resource overtime in a profile
- Specify a project profile's data, filter, and display options
- Specify a resource profile data and display options for a stacked histogram
- Specify a resource profile's data and display options for a regular histogram
Related Topics
Using Resource Analysis forecasting to dynamically level resources
Define columns for a tracking layout
Collapse all information in a tracking layout
Change the table font, color, and row height used in a tracking layout
Change the display timeperiod for a timescaled tracking layout
Group and sort a tracking layout using standard settings
Group and sort a tracking layout using custom settings
Expand or contract the visible area of a timescaled tracking layout
Expand all information in a tracking layout
Zoom in and out of a timescaled layout
Share a layout with other users
Modify a column's title, width, and alignment
Hide or show the top window in a tracking layout
Hide or show the left columns in a tracking layout
Hide or show the bottom window in a tracking layout
View bar details in a Project Bar Chart
Specify Project Bar Chart data and display options
Specify how resources are listed in the Resource Explorer window
Group and sort resources in the Resource Explorer window
Filter resources in the Resource Explorer window
Customize a Resource Analysis layout
Create a Resource Analysis tracking layout
Customize a Project Gantt/Profile
Create a Project Gantt/Profile
Specify Gantt Chart bar data and display options
Show or hide a Gantt Chart's legend
Delete a bar from a Gantt Chart
Change a Gantt Chart's background lines
Change a Gantt Chart bar's timescale
Change a Gantt Chart bar's style
Change a Gantt Chart bar's label
Assign a filter to a Gantt Chart bar
Add or modify a Gantt Chart bar filter
Change a profile's background lines
Display past period actuals in a profile
Display project data as a profile or spreadsheet
Display resource data as a profile or spreadsheet
Specify a resource profile's data and display options for a regular histogram
Specify a resource profile's data and display options for a stacked histogram
Specify a project profile's data, filter, and display options
Show or hide resource overtime in a profile
Show or hide resource limits and overallocation in a profile
Show or hide resource availability in a profile
Select spreadsheet data fields
Modify a spreadsheet field title in a tracking layout
Last Published Wednesday, April 10, 2024