Datasheet
My Tasks Tab
TOP
This tab shows all the the tasks that are assigned to the logged-in user.
Late View Tab
TOP
The Late View tab shows all overdue tasks with the % Complete column not equal to 100% and includes tasks with any status.
With the Late View, Cost View, Tracking View and Scheduling View tabs, you can apply only one column filter to the list at a time. You cannot use compound
filters where you filter on John Smith, then filter the resulting data set by the status of In Progress.
You can sort the list by clicking on the column heading. Click it once for ascending order, then again for descending order.
Cost View Tab
TOP
This tab shows the cost of each task in the project. It uses the Data-Viewer Web Part to compile the data. Click Update Cost at the top of this tab to update the
cost only after you have recalculated any modifications you have made to the tasks. After editing, deleting or adding a new task from the All Tasks, Overdue
Tasks, or My Tasks tabs, click the Recalculate button. Then go to the Cost View tab and click Update Cost to update the list with your changes.
Tracking View Tab
TOP
This tab allows you to see a snapshot of task information so that you can track the progress of task completion. It uses the Data-Viewer Web Part to compile the
data.
Scheduling View Tab
TOP
The Scheduling View tab provides task information to help you plan or change your project schedule. It uses the Data-Viewer Web Part to compile the data.
The Resources tab allows you to manage all of your project's human resource information from one location. There are three tabs: Project Team Info, Resource
Assignments and Resource Allocation and Capacity Planning.
Project Team Info
The Project Team Info tab lists the resources associated with the project. You first must create your Enterprise Resource Pool at the Portfolio level before you can
add resources at the project level. This list is a standard SharePoint contacts list. Any edits you make on this tab are shown on the Project Home tab.
Adding New Resources to the Project:
1. Select New underneath the Project Team title.
2. Type in the resource's last name, then select the resource from the Resource drop-down menu. Click Save.
Editing a Resource's Information
1. Hover the cursor over the resource's last name and select Edit Item from the drop-down menu or select Edit Item from the top ribbon.
2. Make your changes and click Save.
When you edit a resource, you can add two additional fields:
Standard Rate. You can enter the resource's hourly rate. However, if you select a resource from the Resource drop-down menu, the rate
associated with that
resource that is defined in the Enterprise Resource Pool in the Portfolio site overrides your entry. For example, if you assign a standard rate of $200 to Amy
Jones in the Enterprise Resource Pool, but in the project's Resources tab you assign Amy Jones a standard rate of $250, the standard rate of $200 that was
assigned in the Enterprise Resource Pool is used, not the $250 standard rate assigned at the project level. The Standard Rate is used to calculate Budget
status on the Tasks tab.
Resource. Select a resource from the drop-down box. This drop-down box is populated by the Enterprise
Resource Pool that you created at the Portfolio site. If
you do not see a resource listed, then the resource must be added in the Portfolio site first before you can select the resource at the project site. You can also
view all the SharePoint user groups that the resource is a member of as well as add the resource to another user group.
Resource Assignments
This tab displays a Gantt view of all the resources assigned to the project, what their tasks are, the start and due dates for the task, and the percent complete.
Resources Tab
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