Learn how to build a dashboard view for evaluating potential projects.
- [Instructor] Just like the dashboard in your car,…the dashboard view in Project makes it easier…to see key project measures.…We're going to start by creating…a custom view for our dashboard.…To do that, on the task tab, click the bottom…half of the Gantt Chart button,…then at the bottom of the menu,…there's an entry, save view.…Click that, and that opens up the…save view dialog box.…All we have to do is name our view.…
I'm going to call it selection dashboard.…And then I click OK.…You can always tell what view you're looking at,…because the name appears over on the…left side of the screen.…If I go to the top left corner of the table,…and I right-click the cell…at the top of this column, and to the left of…the heading names, I can see the tables,…and notice that Project has created…a custom table to go with my view.…So that means that I can do anything I want…to this table, and it won't effect any other views.…
Now what we want to do is add the custom fields…that we've created, to this table.…And I want to put them in-between the finished…
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- Setting up portfolio measures
- Creating custom fields to calculate selection criteria
- Defining custom fields for risk measures
- Setting up resource planning
- Building a list of projects
- Adding graphical indicators to the portfolio dashboard
- Evaluating projects for the portfolio
- Reviewing demand and availability for each skill set
- Building a rough schedule
- Managing the portfolio