Default Project Guide Files

  • Article

Microsoft® Office Project 2003 includes a set of default files for the Project Guide. This article includes the following major sections:

  • Tables of Default Project Guide Files
  • Definitions of Goal Areas and Tasks

Download   The download file Project 2003: Project Guide and Custom Views (pj11ProjectGuide101.exe) includes the default Project Guide files, samples, and templates. This file is available from the Microsoft Download Center.

Note  The installation of Project 2003 includes the file pjintl.dll, which contains all of the default Project Guide files. For information on how to access the Project Guide files within pjintl.dll, see Custom Protocols and Localization. The pj11ProjectGjuide101.exe download installs the individual Project Guide files in your Project 2003 SDK directory, that you can use as templates for creating your own custom Project Guide content.

For more information about the Project Guide architecture and developing custom Project Guides and custom views, see Project Guide 101: Overview

Tables of Default Project Guide Files

The following tables list and describe all of the default Project Guide files, organized by directories that the pj11ProjectGuide101.exe download installs in the Project 2003 SDK.

Note  The gbui:// protocol accesses the default files in pjintl.dll by file name only, not within directories.

Error Pages (directory: DefaultProjectGuideFiles\error_pages)

These files are mainly used by the code that hosts Microsoft Internet Explorer inside Project. Any side pane or Project Guide component can use these error pages. However, the Project Guide can have its own error pages for the problems dealt with here. Whenever there are two error pages for the same problem, such as error2.htm and generic_security_error.htm, the main page uses its own error page for navigations that the main page started. If the problem comes from something outside the Project Guide, such as a custom view, then the hosting code deals with the error. For a list of the error pages used by the main page, see the error.htm files in the HTML Pages table.

File Description

generic_security_error.htm

The code that hosts Internet Explorer brings up this error page when a navigation to a nontrusted site fails. The generic_security_error.htm page shows the untrusted URL and explains how to add a URL to the list of trusted sites. If there is a navigation error in code that is outside a Project Guide framework, such as a custom view, then you see the generic_security_error.htm page.

Error2.htm is similar, but only works with navigation from side panes.

login_error.htm

This comes up when an attempt to access a Project Server fails. It tells the user that the server is unavailable and provides a button to retry the navigation. It also suggests that the user check the Project Server URL in the Collaborate tab of the Options dialog box (Tools menu).

login_ntrusted.htm

This error appears due to a log on attempt for a Project Server that is not on the list of trusted sites. The page provides a Make Server Trusted button, and explains what trusting a site means. The user can click Retry accessing the Project Server, after the the site is trusted.

Similar to the pc_security_error.htm page.

login_version.htm

This error comes up when you try to log on to a Project Server version earlier than Microsoft Project Server 2002.

naverror.js

This file provides all of the scripts behind the error page files in the error_pages directory. The Retry navigation and Trust site buttons all work through this code.

pc_security_error.htm

Appears when the Project Guide tries to get information from Project Server that is not on the list of trusted sites.

Similar to the login_ntrusted.htm page.

Images (directory: DefaultProjectGuideFiles\images)

The default Project Guide uses 50 images; the following table shows just the image file names.

Filenames, B - M Filenames, N - Z
blk_pointer.gif       network_diagram.gif      
bullet.gif       newstask2.gif      
calendar_view.gif       note.gif      
check.gif       outdent2.gif      
close.gif       redbar.gif      
closelit.gif       relationship_diagram.gif      
collapse.gif       resource_form.gif      
collapse_task.gif       resource_graph.gif      
expand.gif       resource_sheet.gif      
expand_task.gif       resource_usage.gif      
gantt_bar.gif       rt_arrow.gif      
gantt_chart.gif       rt_arrowlit.gif      
help.gif       save.gif      
hierarch.gif       schd_base.gif      
hyperlnk.gif       statuscomplete.gif      
indent2.gif       statuslate.gif      
lightbulb.gif       statusontime.gif      
linkff.gif       task_form.gif      
linkfs.gif       task_sheet.gif      
linkss.gif       timescale.gif      
linnkbl.gif       warning.gif      
lt_arrow.gif       w_next.gif      
lt_arrowlit.gif       w_previous.gif      
milestone.gif       zoomIn.gif      
morehelp.gif       zoomOut.gif      

Smart Tags (directory: DefaultProjectGuideFiles\ooui)

All Smart Tag pages are implemented as custom views.

File Description

customize_assignment.htm

As users add and remove resources from a task, the task's duration changes and the schedule changes with it. Whenever a duration shifts, a Smart Tag appears in the task. The drop-down menu on the Smart Tag button provides options for handling the duration shift. The last option, Show me more details, brings up customize_assignment.htm. It explains how work, assignment units, and task duration affect schedule changes. It also splits the view area and shows the Task Form view in the bottom pane. This custom view is often called from the Gantt Chart, so detailed information on the Task Form view can help.

Project only brings up customize_assignment.htm when the Project Guide is on. When the Project Guide is off, the Smart Tag option Show me more details brings up a Help page.

Customers can load the customize_assignment.htm custom view whenever they want using the LoadWebBrowserControl method in the Project object model. This view's targetPage value is "100", and is recognized by both mainpage.js and wrapper.js. Because the customize_assignment.htm side pane needs to be independent from the Project Guide, it does all its own history and navigation handling, and avoids calling anything in mainpage.js or util.js.

customize_assignment.js

This file contains the scripts behind customize_assignment.htm.

deadlines.htm

This side pane is implemented as a custom view so it can exist without an entry in the Project Guide's XML schema. When a user changes the date directly in the Start or Finish columns, a Smart Tag appears to let the user know the new date constraints may not be ideal for his or her schedule. If the Project Guide is on when the user selects Choose different options to schedule this task from the Smart Tag menu, the side pane loads deadlines.htm. If the Project Guide is off, the user gets a Help page instead. The side pane gives users a quick overview of scheduling with deadlines and constraints, and the controls to set them for the selected task.

Because it is a custom view, users can bring up deadlines.htm at any time with a call to LoadWebBrowserControl. The targetPage value is "102", and is be recognized by the default main page and wrapper files. Because the deadlines.htm side pane needs to be independent from the Project Guide, it does all its own history and navigation handling, and avoids calling anything in mainpage.js or util.js.

deadlines.js

This file contains the scripts behind deadlines.htm.

set_relation.htm

By default, Project 2003 doesn't use this side pane, since Project consolidates that information in other help pages. You are welcome to use set_relation.htm; it gives users the ability to link selected tasks from start to finish or finish to start, along with an explanation of what that means.

Note  mainpage.js refers to set_relation.htm, but doesn't ever load it.

Because it is a custom view, users can bring up set_relation.htm at any time with a call to LoadWebBrowserControl. The targetPage value is "101". Because the set_relation.htm side pane needs to be independent from the Project Guide, it does all its own history and navigation handling, and avoids calling anything in mainpage.js or util.js.

set_relation.js

This file contains the scripts behind set_relation.htm.

Primary HTML Pages (directory: DefaultProjectGuideFiles\pages)

File Description

blank.htm

This blank page appears briefly in the side pane when the Project Guide starts up. The page acts as a placeholder to keep any Internet Explorer load errors from showing up before the initial Tasks side pane comes up.

error.htm

This error side pane shows if Project Professional does not specify a Project Server URL when the Project Guide tries to load a Project Web Access page. The error.htm page explains the problem and points users to the Collaborate tab in the Tools Options dialog box, where they can specify a Project Server URL.

The default main page loads error.htm whenever a user tries to navigate to a side pane that is not within the list of trusted domains. It tells the user that his or her destination URL isn't trusted and explains that the site must be trusted by Internet Explorer to be loaded. Clicking OK on this side pane loads the default Project Guide XML schema, which offers the user a set of trustworthy local content.

error2.htm

See generic_security_error.htm.

error3.htm

This error page warns a user that his or her current Project Guide XML schema isn't valid, and provides the option to use the default schema instead. The default main page loads error3.htm in the side pane whenever a schema load fails.

mainpage.htm

This is the default functionality and layout page for the Project Guide. It provides the layout for the Project Guide, which organizes the Project screen into a side pane and a main view area. Mainpage.htm also includes the objects that catch events from the Project object model.

right.htm

This is a simple HTML page with one component: an ActiveX control that displays Project views. The default Project Guide uses this as its view area.

server.htm

Several side panes bring up Project Web Access pages in the main view area. Server.htm is the wrapper page for Project Web Access page loads.

sp_template.htm

This is a basic side pane template. The default Project Guide does not use sp_template.htm, but it is a handy starting point for creating new custom side panes.

wrapper.htm

This isn't part of the Project Guide. LoadWebBrowserControl macros use the default wrapper.htm page when loading custom views. Because wrapper.htm works from the same hosted Internet Explorer window as the Project Guide, it's stored in the same pjintl.dll file.

HTML Report Pages (directory: DefaultProjectGuideFiles\pages\report)

File Description
compare_progress.htm
compare_progress_hlp.htm		 See Compare Progress Against Baseline Work Task.
critical_path.htm
critical_path_hlp.htm		 See See the Project's Critical Tasks Task.
filter.htm
filter_hlp.htm		 See Change the Content or Order of Information in a View Task.
format_gantt.htm
format_gantt_hlp.htm		 See Change the Look or Content of the Gantt Chart Task.
multiple_status.htm See See the Status of Multiple Projects in Project Center Task.
print_view.htm See Print the Current View as a Report.
project_costs.htm
project_costs_hlp.htm		 See See Project Costs Task.
report_main.htm See Report (Goal Area 4).
report_risks.htm See View project risks and issues.
resource_alloc.htm
resource_alloc_hlp.htm		 See See How a Resource's Time is Allocated Task.
select_report.htm
select_report_hlp.htm		 See Select a View or Report Task.

HTML Resources Pages (directory: DefaultProjectGuideFiles\pages\resources)

File Description
assign.htm
assign_hlp.htm		 See Assign People and Equipment to Tasks Task.
booking.htm
booking_hlp.htm		 See Specify Booking Types for Resources.
list.htm
list_hlp.htm		 See List the Tasks in the Project Task.
more_res_fields.htm
more_res_fields_hlp.htm		 See Add Columns of Custom Information Task (TaskID 15).
more_res_info.htm
more_res_info_hlp.htm		 See Link to or Attach More Resource Information Task.
resources_main.htm See Resources (Goal Area 2).
work_hours.htm See Define Working Times for Resources Task.

HTML Tasks Pages (directory: DefaultProjectGuideFiles\pages\tasks)

File Description
additional_calendar.htm See Define General Working Times Task.
add_documents.htm See Add Documents to the Project Task.
add_more_info.htm
add_more_info_hlp.htm		 See Link to or Attach More Task Information Task.
add_risks.htm See Identify and Add Risks to the Project.
apply_outline.htm
apply_outline_hlp.htm		 See Organize Tasks Into Phases Task.
create_tasks_list.htm
create_tasks_list_hlp.htm		 See List the Tasks in the Project Task.
define_project.htm See Define the Project Task.
load_projcentral_right.htm Displays a message that Project Server is loading.
more_data_fields.htm
more_data_fields_hlp.htm		 See Add Columns of Custom Information Task (TaskID 7).
project_calendar.htm
project_calendar_prev.htm		 See Define General Working Times Task.
publish_project.htm
publish_project_hlp.htm		 See Publish Project Information to the Web Task.
setup_pc.htm See Add Documents to the Project Task.
set_deadlines.htm
set_deadlines_hlp.htm		 See Set Deadlines and Constrain Tasks Task.
set_relationships.htm
set_relationships_hlp.htm		 See Schedule Tasks Task.
tasks_main.htm See Tasks (Goal Area 1).

HTML Track Pages (directory: DefaultProjectGuideFiles\pages\track)

File Description
make_plan_changes.htm See Make Changes to the Project Task.
request_report.htm See Request Text-based Status Reports Task.
save_baseline.htm
save_baseline_hlp.htm		 See Save a Baseline Plan to Compare with Later Versions Task.
setup_tracking.htm See Prepare to Track the Progress of Your Project Task.
track_issues.htm See Track Issues Associated with this Project Task.
track_main.htm See Track (Goal Area 3).
track_progress.htm
track_progress_hlp.htm		 See Check the Progress of the Project Task.
update_progress.htm
update_progress_hlp.htm		 See Incorporate Progress Information into the Project Task.

JScript® files (directory: DefaultProjectGuideFiles\scripts)

Note  Most of the files in the scripts directory relate to specific tasks, and are discussed under their respective task.

File Description
additional_calendar.js See Define General Working Times Task.
add_documents.js See Add Documents to the Project Task.
add_more_info.js See Link to or Attach More Task Information Task.
add_risks.js See Identify and Add Risks to the Project.
apply_outline.js See Organize Tasks Into Phases Task.
booking.js See Specify Booking Types for Resources.
compare_progress.js See Compare Progress Against Baseline Work Task.
create_task_list.js See List the Tasks in the Project Task.
critical_path.js See See the Project's Critical Tasks Task.
define_project.js See Define the Project Task.
filter.js See Change the Content or Order of Information in a View Task.
format_gantt.js See Change the Look or Content of the Gantt Chart Task.
list.js See List the Tasks in the Project Task.

mainpage.js

This file contains all of the scripts used by mainpage.htm. This file includes code for loading and parsing Project Guide XML schemas, navigating between side panes, and passing events from Project to side panes that want them. This file contains all the infrastructure needed to take a hosted Internet Explorer window and turn it into a working Project Guide.
make_plan_changes.js See Make Changes to the Project Task.
more_data_fields.js See Add Columns of Custom Information Task (TaskID 7).
more_res_fields.js See Add Columns of Custom Information Task (TaskID 15).
more_res_info.js See Link to or Attach More Resource Information Task.
multiple_status.js See See the Status of Multiple Projects in Project Center Task.
print_view.js See Print the Current View as a Report.
project_calendar.js
project_calendar_prev.js		 See Define General Working Times Task.
project_costs.js See See Project Costs Task.
publish_project.js See Publish Project Information to the Web Task.
report_risks.js See View Project Risks and Issues.
request_report.js See Request Text-based Status Reports Task.
resource_alloc.js See See How a Resource's Time is Allocated Task.
resource_assign.js See Assign People and Equipment to Tasks Task.
save_baseline.js See Save a Baseline Plan to Compare with Later Versions Task.
select_report.js See Select a View or Report Task.
setup_pc.js See Add Documents to the Project Task.
setup_tracking.js See Prepare to Track the Progress of Your Project Task.
set_deadlines.js See Set Deadlines and Constrain Tasks Task.
set_relationships.js See Schedule Tasks Task.
tasks_main.js See Tasks (Goal Area 1).
track_issues.js See Track Issues Associated with this Project Task.
track_progress.js See Check the Progress of the Project Task.
update_progress.js See Incorporate Progress Information into the Project Task.

util.js

This file contains several common scripts that are used both by side panes and mainpage.js. Unlike mainpage.js, util.js does not contain extensive functionality. It is used to store simple, widely used utility scripts.
work_hours.js See Define Working Times for Resources Task.

wrapper.js

This file contains the scripts for wrapper.htm, the default wrapper page used by LoadWebBrowser commands in custom view loads.

Cascading Style Sheets (directory: DefaultProjectGuideFiles\styles)

File Description

projie.css

Used by all default Project Guide side panes.

proj_cal.css

Used to format the calendar view in the Define Working Time wizard.

sort.xsl

The Project Guide uses this XSLT script on the fields_data.xml file to sort fields by the FieldName element. The output preserves the field type attribute (Task or Resource) as a child element of ProjectFields, and adds the following child elements to each Task and Resource element in the output: FieldID, PjFieldName, FieldName, Description, and SKU.

XML Files (directory: DefaultProjectGuideFiles\xml)

File Description

fields_data.xml

The Tasks and Resources goal areas each have an Add Columns of Custom Information side pane that lets users add fields to tables in the right pane. This file contains names, IDs, and descriptions for every field in the field selection drop=down lists on those side panes. Each field is either a task or a resource field, and only appears in the appropriate side pane related to the goal area. Only fields listed in fields_data.xml can show in the drop-down lists.

gbui.xml

This contains the primary definition of the default Project Guide for Project Professional 2003. It specifies all default tasks, goal areas, and relevant views.

gbui_s.xml

This contains the primary definition of the default Project Guide for Project Standard 2003. It specifies all default tasks, goal areas, and relevant views.

Definitions of Goal Areas and Tasks

Each of the four major goal areas contain tasks, as defined in gbui.xml and gbui_s.xml. The major goal areas are the following:

  • Tasks (Goal Area 1)
  • Resources (Goal Area 2)
  • Track (Goal Area 3)
  • Report (Goal Area 4)

Tasks (Goal Area 1)

GoalAreaID

1

GoalAreaName

Tasks

GoalAreaDescription

"Plan and schedule your project plan's tasks by clicking an item below. Clicking an item displays tools and instructions for completing that step."

URL

tasks_main.htm

JScript

tasks_main.js

Description

This is actually a composite of three different things. The text at the top of the side pane comes from the goal area's GoalAreaDescription attribute in the schema. The links in the middle are created by the main page based on the goal area's GoalAreaTask nodes, also in the schema. The only portion of this coming from tasks_main.htm is the HTML at the bottom of the side pane, after the last link.

Define the Project Task

TaskID

1

Title

Define the Project (for Project Professional).
Set a date to schedule from (for Project Standard).

TaskName

Define the project (for Project Professional).
Set a date to schedule from (for Project Standard).

URL

define_project.htm

Help URL

N/A

JScript

define_project.js

Description

The New Project wizard prompts users for a few basic facts about newly created project plans. There are five possible steps, which users may or may not see based on their particular settings. If a user chooses not to use Project Server, for example, that user won't see the step about storing documents on the server. The following steps are available:

  1. Introduces the wizard and allows users to set the project plan's start date. If the project is scheduled from finish, this allows users to set the finish date instead.
  2. Sets whether Project Server and Project Web Access will be used with the project plan. This updates the tracking settings with the new server use state.
  3. Prompts users to save the project plan. If using Project Server, advancing past this step attempts to publish the project plan.
  4. Brings up the Project Web Access Add Documents page and prompts users to upload relevant documents for the new project plan.
  5. Completes the wizard. There's no notable functionality at this step, just the wizard completion.

Define General Working Times Task

TaskID

2

Title

Project Working Times

TaskName

Define general working times

URL
  • project_calendar.htm
  • additional_calendar.htm
  • project_calendar_prev.htm

Help URL

N/A

JScript

project_calendar.js

  • additional_calendar.js
  • project_calendar_prev.js

Description

This wizard gives users a quick way to set their project plan's working time information. Users get walked through the process of specifying a work week, setting the number of working days per month, and specifying days off or holidays. This comes in five steps.

  1. Introduces the wizard and prompts users to choose a calendar template.
  2. Specifies the hours of one work week.
  3. Shows users how to set holidays and other nonworking days using the Change Working Time dialog box.
  4. Prompts users to set the number of working hours per day, hours per week, and days per month. These settings are used in scheduling the project.
  5. Completes the wizard.

List the Tasks in the Project Task

TaskID

3

Title

List Tasks

TaskName

List the tasks in the project

URL

create_tasks_list.htm

Help URL

create_tasks_list_hlp.htm

JScript

create_tasks_list.js

Description

This invites users to enter tasks or to import tasks from Microsoft Office Excel. It's useful for novice users in two ways. It introduces options for entering tasks, and helps bring the Tasks goal area closer to a typical project plan creation process. A user going through each item in Tasks starts by setting up basic tracking and project start dates through the New Project wizard. Then the user establishes his or her work week in the Define Working Time wizard, and moves on to entering tasks. The process follows the steps a user goes through in creating a project plan, and makes the Project Guide more intuitive.

Organize Tasks into Phases Task

TaskID

4

Title

Organize Tasks

TaskName

Organize tasks into phases

URL

apply_outline.htm

Help URL

apply_outline_hlp.htm

JScript

apply_outline.js

Description

Provides users several buttons that help organize tasks into a properly indented and summarized hierarchy.

Schedule Tasks Task

TaskID

5

Title

Schedule Tasks

TaskName

Schedule tasks

URL

set_relationships.htm

Help URL

set_relationships_hlp.htm

JScript

set_relationships.js

Description

Usability studies show that novice users tend to overlook the ability to set start-to-start and finish-to-finish links. This side pane helps by offering discoverable buttons that set any type of link on the selected tasks.

TaskID

6

Title

Add Information

TaskName

Link to or attach more task information

URL

add_more_info.htm

Help URL

add_more_info_hlp.htm

JScript

add_more_info.js

Description

Lets users know that they can add notes and hyperlinks to their documents. Add a note calls up the Notes tab in the Task Information dialog box. Add a hyperlink brings up the Insert Hyperlink dialog box.

Add Columns of Custom Information Task

TaskID

7

Title

Add Columns

TaskName

Add columns of custom information

URL

more_data_fields.htm

Help URL

more_data_fields_hlp.htm

JScript

more_data_fields.js

Description

Provides a discoverable way to add columns to the tables of views such as Task Usage or the Gantt Chart. Selecting Show me the default fields shows a drop-down list populated by fields_data.xml. The drop-down list can show either task or resource fields, depending on the view in the right pane.

If the user selects Show me custom fields, then the drop-down list based on fields_data.xml disappears and two other lists appear. One drop-down list lets users choose a type (Text, Number, etc.) for their custom field, and the second drop-down list shows available custom field slots in which to store their new field.

Users also get a link to the Rename Field dialog box. If the user selects Show me Enterprise fields, he or she sees a link to the Column Definition dialog box. There are also instructions on how to find enterprise fields in the dialog box.

Set Deadlines and Constrain Tasks Task

TaskID

8

Title

Deadlines and Constraints

TaskName

Set deadlines and constrain tasks

URL

set_deadlines.htm

Help URL

set_deadlines_hlp.htm

JScript

set_deadlines.js

Description

Provides a short explanation of what deadlines and constraints can do for scheduling. This page also lets users set deadlines and constraints for selected tasks.

This page looks very similar to deadlines.htm in the Smart Tag section. The difference is in how users select the page. The Smart Tag deadlines.htm appears in response to users unknowingly setting constraints as they change task start and finish dates. Set_deadlines.htm appears whenever a user selects it from the Tasks menu side pane.

Identify and Add Risks to the Project Task

TaskID

36

Title

Add risks

TaskName

Identify risks to the project

URL

add_risks.htm

Help URL

N/A

JScript

add_risks.js

Description

This side pane is for Project Professional only; it does not appear in Project Standard.

Describes how to add or edit risks to the project, using the Risks view in the main page. Explains how to register the project if it is not registered, and how to configure collaboration and notification information if necessary.

Add Documents to the Project Task

TaskID

9

Title

Add documents

TaskName

Add documents to the project

URL
  • add_documents.htm
  • setup_pc.htm

Help URL

N/A

JScript
  • add_documents.js
  • setup_pc.js

Description

This side pane is for Project Professional only; it does not appear in Project Standard.

When this side pane loads, it tries to bring up the Document Libraries page for the current project in the Project Server connection with Microsoft® Windows® SharePoint™ Services. If there are problems connecting to the server, then the side pane shows an appropriate error message, usually with a link to setup_pc.htm. Setup_pc.htm is a generic Project Server setup side pane, which lets users see, change, and test their server settings.

All Project Guide side panes that use Project Server pages use a similar error-handling strategy. If you look at the .htm files for side panes that use Project Server pages, you'll see several DIV elements that contain error case information. Setup_pc.htm is used so often that it exists as its own side pane, which can be linked as needed. All other server connection error information lives in the side panes, and is copied as needed within each side pane. That has proven to be simpler than creating several very small error side panes and navigating between them whenever a server page load fails.

Publish Project Information to the Web Task

TaskID

10

Title

Publish Project

TaskName

Publish project information to the Web

URL
  • publish_project.htm
  • setup_pc.htm

Help URL

publish_project_hlp.htm

JScript
  • publish_project.js
  • setup_pc.js

Description

This side pane is for Project Professional only; it does not appear in Project Standard.

The Publish Project side pane presents a simple, friendly user interface for the process of publishing a project to Project Server. Every time a user sees the link Publish project information to the Web in a goal area menu, that link goes to publish_project.htm.

Note  The Publish Project task is available in each of the four goal areas. Each task ID 10, 16, 24, and 33 uses the same publish_project.htm page.

Resources (Goal Area 2)

GoalAreaID

2

GoalAreaName

Resources

GoalAreaDescription

"Build your project's team and assign people to tasks by clicking an item below. Clicking an item displays tools and instructions for completing that step."

URL

resources_main.htm

JScript

N/A

Description

All of the goal area menus contain incomplete code and construction. Here, the links and header are built by the main page based on specifications in the Resources element of the Project Guide XML definition (gbui.xml). The footer After entering task and resource information comes from resources_main.htm.

Specify People and Equipment for the Project Task

TaskID

11

Title

Specify Resources

TaskName

Specify people and equipment for the project

URL

list.htm

Help URL

list_hlp.htm

JScript

list.js

Description

This side pane presents the user with options for specifying the project's resources. When the user selects an option, the area below the option buttons is populated with links and instructions for using the chosen method.

  • Add resources from the company Address Book shows a link to open the Address Book, and instructions how to use it.
  • Add resources from the company directory shows a link to the directory, also with instructions.
  • Add resources from Project Server presents a link to the Build Team from Project Server dialog box, which imports resources from the server.
  • Enter resources manually presents only instructions and help links.

Specify the Booking Types for Resources Task

TaskID

35

Title

Specify booking types for resources

TaskName

Specify the booking types for resources

URL

booking.htm

Help URL

booking_hlp.htm

JScript

booking.js

Description

This side pane is for Project Professional only; it does not appear in Project Standard.

Booking.htm shows how to propose resources for projects that are not yet approved.

Define Working Times for Resources Task

TaskID

12

Title

Resource Working Times

TaskName

Define working times for resources

URL

work_hours.htm

Help URL

N/A

JScript

work_hours.js

Description

This wizard is almost identical to the Define Working Times wizard in the Tasks goal area. The difference between the two is in their scope. This wizard sets working time only for the selected resource(s), while the other sets working time for the project plan in general. The Resource Working Times wizard has five steps:

  1. Introduces the wizard and shows which resource is being modified.
  2. Brings up a preview of the working time in the right pane. Also prompts the user to choose a calendar template on which to base the new working hours.
  3. Lets the user fine-tune the selected calendar, and specify the working days and hours.
  4. Links to the Change Working Time dialog box; offers an opportunity to specify nonworking days such as holidays.
  5. Completes the wizard, with the option to repeat the process with another resource or exit to the goal area menu.

Assign People and Equipment to Tasks Task

TaskID

13

Title

Assign Resources

TaskName

Assign people and equipment to tasks

URL

assign.htm

Help URL

N/A

JScript

resource_assign.js

Description

The link to the Assign Resources dialog box is always available. The side pane actions depend on selections in the right pane. If the user has more than one task selected, the side pane asks the user to select one task at a time. When one task is selected, the side pane displays up to ten assignments.

If the task has more then ten assignments, then the side pane replaces the Review Information section by a link to the Task Information dialog box. The Task Information dialog box is much better equipped to show large groups of assignments.

TaskID

14

Title

Add Information

TaskName

Link to or attach more resource information

URL

more_res_info.htm

Help URL

more_res_info_hlp.htm

JScript

more_res_info.js

Description

This is almost identical to the Add Information side pane in the Tasks goal area. The link Add a note opens the Notes tab in the Resource Information dialog box. The link Add a hyperlink opens the Insert Hyperlink dialog box.

Add Columns of Custom Information Task

TaskID

15

Title

Add columns

TaskName

Add columns of custom information

URL

more_res_fields.htm

Help URL

more_res_fields_hlp.htm

JScript

more_res_fields.js

Description

The Add columns side pane provides a discoverable way to add columns to the tables of views such as Resource Usage. Show me the default fields shows a drop-down list populated by fields_data.xml. The drop-down list can show either task or resource views, depending on the view in the right pane.

If the user selects Show me custom fields, then the drop-down list based on fields_data.xml disappears, and two other drop-down lists appear. The first list lets a user choose a type (Text, Number, etc.) for the custom field, and the second list shows the available custom field slots in which to store the new field. The side pane also has a link to the Rename Field dialog box.

Show me Enterprise fields shows a link to the Column Definition dialog bpx. There are also be instructions on how to find enterprise fields in the dialog box.

Publish Project Information to the Web Task

TaskID

16

Title

Publish Project

TaskName

Publish project information to the Web

URL
  • publish_project.htm
  • setup_pc.htm

Help URL

publish_project_hlp.htm

JScript
  • publish_project.js
  • setup_pc.js

Description

This side pane is for Project Professional only; it does not appear in Project Standard.

The Publish Project side pane presents a simple, friendly user interface for the process of publishing a project to Project Server. Every time a user sees the link Publish project information to the Web in a goal area menu, that link goes to publish_project.htm.

Note  The Publish Project task is available in each of the four goal areas. Each task ID 10, 16, 24, and 33 uses the same publish_project.htm page.

Track (Goal Area 3)

GoalAreaID

3

GoalAreaName

Track

GoalAreaDescription

"Track and manage your project as it progresses by clicking an item below. Clicking an item displays tools and instructions for completing that step."

URL

track_main.htm

JScript

N/A

Description

All of the goal area menus are only partially coded and constructed. Here, the links and header are built by the main page based on specifications in the Track node of the Project Guide XML definition (gbui.xml). The footer To look at different views and reports comes from track_main.htm.

Save a Baseline Plan to Compare with Later Versions Task

TaskID

17

Title

Save Baseline

TaskName

Save a baseline plan to compare with later versions

URL

save_baseline.htm

Help URL

save_baseline_hlp.htm

JScript

save_baseline.js

Description

Asks users to save a baseline and explains why baselines are useful. When a user presses Save Baseline, a confirmation notice shows if the save operation succeeded.

Prepare to Track the Progress of Your Project Task

TaskID

18

Title

Setup Tracking

TaskName

Prepare to track the progress of your project

URL

setup_tracking.htm

Help URL

N/A

JScript

setup_tracking.js

Description

This wizard sets the tracking method and related information for the project, in three steps.

  1. Choose whether to track using a Project Server, or not.

  2. Select a tracking method. If tracking with a Project Server, the user has the option to use the default tracking method set on Project Server. Otherwise, the user sees only the local tracking options.

    If tracking with Project Server and the server is offline, a connection error shows links and prompts to connect. In this case, the user can also go back to the first step and track without the server.

  3. Shows how to publish assignments to the server, and how to customize the information being published. Users only see this step if they are tracking with a Project Server.

Incorporate Progress Information into the Project Task

TaskID

19

Title

Incorporate Progress

TaskName

Incorporate progress information into the project

URL

update_progress.htm

Help URL

update_progress_hlp.htm

JScript

update_progress.js

Description

This side pane has two configurations. One appears when tracking progress with a Project Server. The first section shows how to change the local document's status date. The second and third sections explain how to use the page View Task Changes Submitted By Resources that loads in the right pane.

If the user isn't tracking with a Project Server, then section two explains how to use a tracking Gantt Chart instead of the Project Server page. The first section is the same, and the third section is omitted.

Check the Progress of the Project Task

TaskID

20

Title

Check Progress

TaskName

Check the progress of the project

URL

track_progress.htm

Help URL

track_progress_hlp.htm

JScript

track_progress.js

Description

This page loads a customized Gantt Chart into the right pane, including the new Status Indicator column. The side pane describes the column icons, and provides functionality to change the status date and to group or filter the Gantt Chart. The filter and group drop-down lists both show several commonly used selections, but neither is complete. To use a group or filter that isn't in the drop-down list, there are links to the More Filters and More Groups dialog boxes.

Make Changes to the Project Task

TaskID

21

Title

Change Project

TaskName

Make changes to the project

URL

make_plan_changes.htm

Help URL

N/A

JScript

make_plan_changes.js

Description

The Change Project side pane explains how to use the modified Task Usage view that it loads in the right pane. The side pane describes the fields that are relevant to the project plan, and explains how changes to each field affect the others.

Track Issues Associated with this Project Task

TaskID

22

Title

Track Issues

TaskName

Track issues associated with this project

URL

track_issues.htm

Help URL

N/A

JScript

track_issues.js

Description

This side pane is for Project Professional only; it does not appear in Project Standard.

The Track Issues side pane makes the issues library on the Project Server discoverable. It loads the Issues page in the right pane and briefly explains how to use issues.

Request Text-based Status Reports Task

TaskID

23

Title

Request Status Reports

TaskName

Request text-based status reports

URL

request_report.htm

Help URL

N/A

JScript

request_report.js

Description

This side pane is for Project Professional only; it does not appear in Project Standard.

The Request Status Reports side pane helps users access the status reporting capabilities of Project Server. The Request New Report option loads the Create, Edit, or Delete Status Report menu from the server. Alternatively, the user sees a menu of previously requested reports from which to choose. In either case, the text below the buttons changes to explain the right pane.

Publish Project Information to the Web Task

TaskID

24

Title

Publish Project

TaskName

Publish project information to the Web

URL
  • publish_project.htm
  • setup_pc.htm

Help URL

publish_project_hlp.htm

JScript
  • publish_project.js
  • setup_pc.js

Description

This side pane is for Project Professional only; it does not appear in Project Standard.

The Publish Project side pane presents a simple, friendly user interface for the process of publishing a project to Project Server. Every time a user sees the link Publish project information to the Web in a goal area menu, that link goes to publish_project.htm.

Note  The Publish Project task is available in each of the four goal areas. Each task ID 10, 16, 24, and 33 uses the same publish_project.htm page.

Report (Goal Area 4)

GoalAreaID

4

GoalAreaName

Report

GoalAreaDescription

"View and report the status of your projects by clicking an item below. Clicking an item displays tools and instructions for completing that step."

URL

report_main.htm

JScript

N/A

Description

All of the goal area menus are only partially coded and constructed. The links and header of the Report goal area are built by the main page based on specifications in the Report node of the Project Guide XML definition (gbui.xml). The footer To look at different views and reports comes from report_main.htm.

Select a View or Report Task

TaskID

25

Title

Views and Reports

TaskName

Select a view or report

URL

select_report.htm

Help URL

select_report_hlp.htm

JScript

select_report.js

Description

This page has two configurations, one for each of the menu buttons. When the user chooses to display information in a view, the page shows a list box of views from which to choose. Each time the user selects a view, a description of that view with usage advice appears below the list box. A link to the More Views dialog box provides for the case when the views in the drop-down list aren't enough.

The Print Report configuration has a link to the Reports dialog box, along with a link to a page about sharing information through Project Web Access.

Change the Content or Order of Information in a View Task

TaskID

26

Title

Change Content or Order

TaskName

Change the content or order of information in a view

URL

filter.htm

Help URL

filter_hlp.htm

JScript

filter.js

Description

This provides a user one easy place to select all filters, grouping, and sorting options. The drop-down lists include several common filter, group, and sort options. The links for More open the appropriate dialog box. The link Choose a different view takes the user back to the Views and Reports side pane, also in the Reports goal area, to pick a new view.

Change the Look or Content of the Gantt Chart Task

TaskID

27

Title

Format Gantt

TaskName

Change the look or content of the Gantt Chart

URL

format_gantt.htm

Help URL

format_gantt_hlp.htm

JScript

format_gantt.js

Description

Each radio button shows an explanation of a different way to format the Gantt Chart.

  • Use Gantt Chart Wizard is self-explanatory.
  • Change Timescale shows a capsule explanation of the timescale with a link to the Edit Timescale dialog box.
  • Add Text to Gantt Bars shows links to the Format Bar and Bar Styles dialogs. In addition, the page includes an explanation of how Gantt bar text works.
Changing the appearance of the Gantt bars also shows links to the Format Bar and Bar Styles dialog boxes.

TaskID

34

Title

Print Current View

TaskName

Print current view as a report

URL

print_view.htm

Help URL

N/A

JScript

print_view.js

Description

 Provides a wizard to help print the current view. The user can select the number of pages, page dimensions, the timescale, the parts of the view to print, and header and footer options.

See the Status of Multiple Projects in Project Center Task

TaskID

28

Title

Project Center

TaskName

See the status of multiple projects in Project Center

URL

multiple_status.htm

Help URL

N/A

JScript

multiple_status.js

Description

This side pane is for Project Professional only; it does not appear in Project Standard.

The Project Center side pane loads the Project Center view from Project Server in the right pane, and explains how to use the view.

Compare Progress Against Baseline Work Task

TaskID

29

Title

Compare Progress

TaskName

Compare progress against baseline work

URL

compare_progress.htm

Help URL

compare_progress_hlp.htm

JScript

compare_progress.js

Description

Shows how to use the Gantt Chart loaded in the right pane to compare a project's actual progress to its baseline. The side pane also includes a drop-down list of filters and a link to the More Filters dialog box to help pick out relevant tasks.

The page requires that the project has a baseline to compare with actuals. If the current project has no baseline, users see an error message that asks them to save a baseline before continuing. The error message links to the Save Baseline side pane in the Track goal area, where the user can fix the problem.

See the Project's Critical Tasks Task

TaskID

30

Title

Critical Path

TaskName

See the project's critical tasks

URL

critical_path.htm

Help URL

critical_path_hlp.htm

JScript

critical_path.js

Description

The key to the Critical Path side pane is the modified Gantt Chart it loads in the right pane. The Gantt Chart colors all critical tasks and task links red, for visibility. The side pane also displays the current finish date and provides filtering options.

View Project Risks and Issues Task

TaskID

37

Title

See Project Issue and Risk Reports

TaskName

See project risks and issues

URL

report_risks.htm

Help URL

N/A

JScript

report_risks.js

Description

This side pane is for Project Professional only; it does not appear in Project Standard.

The side pane See Project Issue and Risk Reports shows how to select reports on issues and risks. If the project is not registered with Project Server, an error message enables the user to register the project.

See How a Resource's Time is Allocated Task

TaskID

31

Title

Resource Allocation

TaskName

See how resources' time is allocated

URL

resource_alloc.htm

Help URL

resource_alloc_hlp.htm

JScript

resource_alloc.js

Description

The Resource Allocation side pane loads a combination view into the right pane: the combination has a Resource Usage view in the top right pane and a Gantt Chart in the bottom. The side pane explains the views, and focuses on any overallocations that are marked in red. The button Show Actual Work turns on the Actual Work detail style in the Gantt Chart, and the link Change Timescale calls up the Edit Timescale dialog box.

See Project Costs Task

TaskID

32

Title

Project Costs

TaskName

See project costs

URL

project_costs.htm

Help URL

project_costs_hlp.htm

JScript

project_costs.js

Description

The Project Costs side pane requires a baseline to calculate cost variance. If the current project plan has no baseline, an error message requests the user to save a baseline before continuing. If the current project plan does have a saved baseline, the side pane displays information about the cost analysis table in the right pane, along with filter options for the table.

Publish Project Information to the Web Task

TaskID

33

Title

Publish Project

TaskName

Publish project information to the Web

URL
  • publish_project.htm
  • setup_pc.htm

Help URL

publish_project_hlp.htm

JScript
  • publish_project.js
  • setup_pc.js

Description

This side pane is for Project Professional only; it does not appear in Project Standard.

The Publish Project side pane presents a simple, friendly user interface for the process of publishing a project to Project Server. Every time a user sees the link Publish project information to the Web in a goal area menu, that link goes to publish_project.htm.

Note  The Publish Project task is available in each of the four goal areas. Each task ID 10, 16, 24, and 33 uses the same publish_project.htm page.