Layout of the Project Task Manager

Before you use the Project Task Manager, familiarize yourself with the layout.

PTM_layout

You can filter the information shown by changing the view at the top of the page. You can also create custom views, see Working with Views.

With the buttons in the upper left corner of the Project Task Manager, you can expand or collapse the task assignments for each resource, export or print the displayed information, and you can adjust the time period you are viewing. For more information, see Selecting a Time Period to View.

PTM_buttons

A summary bar shows the dates each employee resource is staffed. The bars are color coded so you can tell at a glance when a resource is overstaffed or a project is not properly staffed. Each color is explained in the upper right corner. The Project Task Manager takes into account each resource's work schedule with non-working dates (weekends, for example) which are indicated by a light gray pattern.

PTM_resourceBar

Clicking on a task assignment opens a window with task assignment details. You can make adjustments to task assignments and save your changes from within the Project Task Manager. For more information, see Adjusting and Reassigning Tasks.

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Related Topics

General Notices