Contents 
Impressum
Introduction
Working in networks
Create project
Create new project
Open project
New project from template
Define project properties
Preferred teams
Define machine types that can be shared
Define machinery that can be shared
Define header and footer
Define format
Create user-defined fields
External links
Enter notes & links
Project overview
View favourites in the project
Portfolio overview
Create activities
Edit activities
Delete activities
Working with activity and subproject tables
Link activities
Edit link
Delete link
Enter activitiy properties
Define general activity properties
Assign roles
Assign teams
Assign employees
Allocate material
Allocate machine types
Allocate machinery
Check links
Define format
Fill in user-defined fields
Enter notes & links
Split activities
Split activities into places / rooms
Create subprojects
Insert subprojects from file
Edit subprojects
Delete subprojects
Enter subproject properties
Assign activities to subprojects
Take over start and finish dates of a project from activities
Identify roles from the assignation of employees
Identify machine types from machine allocation
Improve presentation of the project
Optimise a project
Assign employees to activities
Save project
Save project as template
Import
Import from MS Project XML
Import text file CSV format
Export
MS Project XML
Export to MS Excel
Project portfolio
New project portfolio
Open a project portfolio
Cross-project links
Project view
Gantt chat
Variance analysis
Network diagram
Gantt networt chart
Resource histogram
Role usage
Project-specific role usage
Team usage
Project-specific team usage
Employee usage
Project-specific employee usage
Human Resource Capacity Leveling
Project-specific Human Resource Capacity Leveling
Human Resource Capacity Levelingl with additional resource diagram
Material requirement
Project-specific material requirement
Machine types Usage
Project-specific machine types
Machinery Usage
Project-specific machinery
Capacity alignment machines
Project-specific capacity alignment machines
Capacity alignment for machines with additional resource diagram
Cost chart
Additional resource diagram
Additional cost chart
Filter
Project controlling
Add baseline
Delete baselines
Variance analysis
Control of project financing
Project management
Identify resources
Create new resource pool file
Select other resource pool
Set and adjust calendars
Set and adjust roles
Set and adjust teams
Set and adjust employees
Set and adjust materials
Set and adjust machine types
Set and adjust machinery
Set and adjust project categories
Set and adjust project status
Resource allocation
Assign activities to a role in the view Role utilization
Assign activities to a team in the view Team utilization
Assign activities to an employee in the Capacity alignment personnel
Assign activities to an employee in the view Employee utilization
Assign activities to a material in the view Material requirements
Assign activities to a machine type in Machine type utilization
Assign activities to machines in the view Machine utilization
Assign resources to activities
Assign employees to activities
Identify roles from the assignation of employees
Identify machine types from machine allocation
Optimise a project
XML
Reporting
Generate report
Edit report
Reports available for project schedule
Reports available for project resources
Reports available for resource pool
Printing
Print preview
Print view
Print report
Appendix
Appendix A: Shift to resource pool
Manual selection of calendar
Manual selection of roles
Manual selection of teams
Manual selection of employees
Manual selection of materials
Manual selection of machine types
Manual selection of machinery
Manual selection of project category
Manual selection of project status
Appendix B: Adjustments of the program environment
Adjusting default parameter
Adjusting the size of the different objects
Adjusting the font of the different objects
Adjusting the colour of the different objects
Adjusting the line type of the different objects
Adjusting the XML settings for the presentation of the project in the internet/intranet
Adjusting the SOAP settings for the Rillsoft Integration Server (RIS)
Adjusting the directories for reports, projects and templates
Adjusting the views and several object properties
Appendix C: Report structure
Shape structure
Table structure
Tables for project schedules
Tables for project resources
Tables for resource pool
Variables

Rillsoft Project Online Help

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Improve presentation of the project

In order to enhance the readability of a project, do as follows:

  1. Unfold / collapse all subprojects
  2. Number all activities and subprojects
  3. Change order in the bar diagram
  4. Create subprojects
  5. Add view to favourites

Unfold / collapse all subprojects

In order to unfold all subprojects, select the menu item Project / Unfold all subprojects.

In order to collapse all subprojects, select the menu item Project / Collapse all subprojects.

Number all activities and subprojects

Every activity is automatically assigned a number during the creation of activities. After their linking or the correction of the schedule, the numbers may no longer be in place.

In order to rearrange the numbers of activities - no matter whether it is a unique number or WBS code - , select the menu item Project / Numbering. The activities will then be automatically and unbrokenly numbered.

Change order in the bar diagram

In order to automatically change the order of all activities and subprojects, select one of the following menu items or icon buttons:

Project / Sort by links
Project / Sort by start date
Project / Sort by number
Project / Sort by code
Project / Sort by name

In order to automatically change the order of a single, marked activity or subproject, select one of the following menu items or icon buttons:

Project / Shift upwards
Project / Shift downwards

Adjust timescale

For the display of the project's time, you can shoose between minutes and quarters:
In order to adjust the timescale, rightclick in the title field of the timescale and select one of the display options, for instance Days 1:1.
This is how to adjust the overview of a project schedule of page to your requirements.

Add view to favourites

You can add the current view with the defined time unit, filter and scroll position of the view to your list of favourites.
This allows for a quick toggling between the views with the defined settings.

In order to add the desired view to the favourites, select the menu item Edit / Add view to favourites.

See also:

Create subprojects