In this topic we cover the start of building a WBS diagram using the Visio template options. We use an existing Task Status Report visio template and edit the default fields.
- [Voiceover] It's common in project management…to have a WBS diagram for your project.…And since Microsoft Project does not include a template…we'll build one from an existing template using Visio.…So were going to go to our Report ribbon…and select Visual Reports…We'll use a report that Microsoft has given us…To start from, called Task Status Report.…We'll run that report and we'll leave it set to…include our weekly timescale.…
Visio is going to build out that diagram for us…and put us into the Visio application.…I'm going to zoom in here a little bit…and here we can now start to see the data that's here.…Now currently that template has Work and Cost Values…for each and every task in the project.…Since that's not what were looking for in our WBS…we're going to modify this.…So we're going to get rid of the Cost Value…and we'll get rid of Work.…And we'll add in Baseline Cost, Actual Cost,…and our last item will be Cost Variance.…
This will give us an indication of whether that particular…piece of that project in our WBS is running either…
NOTE: This course was designed in collaboration with Bonnie Biafore. The techniques shown work equally well with Microsoft Project 2010, 2013, and 2016.
- Explain how to edit a report template.
- Recall how to insert a graph into a visual Excel template.
- Recognize the steps to take in order to add additional functionality into a Visio WBS diagram.
- Determine the steps to expand on a data set in an Excel report.
- Identify three PivotChart tools.