milestones 2010 tutorials
TRANSCRIPT
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Tutorials
The lesson
schedules
for
these
tutorials
were
installed
when
you
in
‐stalled Milestones Professional 2010. They can be accessed under
File | Open a File | Lesson Chart.
If you have any questions, comments, or suggestions about these
lessons, don't hesitate to contact us at [email protected].
1989‐2010 KIDASA Software, Inc. All Rights Reserved
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Getting Started-1
Getting Started
In this lesson you will learn how to:
Milestones Start‐up Choices
The Toolbar
Milestones Terminology
Milestones Start‐up Choices
Welcome to
using
Milestones
Professional.
When
you
first
open
Milestones you will see the Milestones Professional Startup Choices
dialog box. With the following startup options.
1. Using Your Default Template
2. Using the Schedule Setup Wizard
3. Open an Existing Schedule from the List Below
4. Open the Last Schedule Used
Using Your Default template By choosing this option a blank schedule (template) appears in the
Milestones window. We have designed the default template with
basic features that will allow you to immediately get started adding
information.
Once you decide what schedule attributes you use for your projects consistently. You can have the default template based
on these attributes. Follow the directions below and your template will appear when Milestones starts.
1. Choose the File tab.
2. In File Templates: Open and Save Options section click the Save As down arrow.
3. Choose Personal Template.
4. For File Name, enter Def ault.mtp.
5. Click Save.
Using the Schedule Setup Wizard
By choosing this option the Milestones Wizard will come up and walk you through the setup of your schedule.
1. Choose Step‐by‐Step to go through a series of questions about the formatting options, or choose Select Pre‐designed
Template.
2. If you choose Select Pre‐designed Template you then can scroll and select a category from Template Category.
3. Then you can select from a variety of templates within the category by clicking the scroll arrow under Templates in
current template folder.
4. Proceed through the Setup Wizard.
Open an Existing Schedule from the List Below This option allows you to choose a schedule from a list of files you have recently used in Milestones Professional.
Open the
Last
Schedule
Used
Choosing this option will open the last schedule you saved in Milestones Professional.
Use Selected Option From Now On Once you decided which startup option you prefer, choose Use Selected Option From Now On. The next time you open
Milestones Professional the startup dialog box will no longer appear, your chosen start‐up choice will be in the Milestones
window.
To turn on the Startup choices
1. Choose the Help menu
2. In the Keys and Information section click the Reset Program Startup Choices Icon:
Milestones Startup Choices
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Getting Started-2
Toolbar and Milestones Terminology
Below is the face of Milestones Professional labeled with terminology that will be helpful to you as you work through our
tutorials.
The Toolbar Our
graphical
user
interface
(GUI)
is
based
around
our
Toolbar.
KIDASA's
context
‐sensitive
toolbar
displays
all
the
options
you need at your fingertips.
The Toolbar interacts with your schedule. As you choose an area of the schedule the toolbar changes to the options neces‐
sary to work with that area of the schedule.
Here are some standard buttons to help you use the toolbar effectively:
When you see the black down arrow click to see a list of options from which to choose.
When you see the Apply button you must click it in order for the attributes you have changed to take effect.
When you see the Full... or More... Icon click it. You will either activate a menu of more options, a full dialog box, or the
toolbar changes and offers more options.
When
you
see
the
Reset
button
click
to
reset
the
option
back
to
Milestone's
default
setting.
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Getting Started-3
The Toolbox Tools:
Large Plus used to add information to schedule.
Arrow used to change information on the schedule.
Text used to add text to schedule.
Drawing tools:
Line
Square
Circle
Symbol: used to depict specific dates
Horizontal Bar: used to show span of project
Vertical links: used to show dependencies
Note: Right click the toolbox to change its attributes.
Sidebar Customize the Sidebar to include the shortcut icons of the actions you use most whencreating a schedule.
Note:
Right
click
the
toolbox
to
access
the
sidebar
options.
Date Headings Choose from a variety of date headings to display on your schedule. Display up to four date heading options on a single
schedule.
Note: Click any heading to have the toolbar activate to the heading options.
Schedule Area Display area for the dates of your projects. Using symbols and bars you can show project milestones and date ranges. You
can enhance your schedule area with, symbol text, freeform text, lines, circles, squares, color highlights, gridlines, horizontal
and vertical shading.
Task Row Area to enter project task. Task row spans columns and schedule area.
Right click a task row (in the column area) to activate a menu of task row options.
Column Heading When clicked on is the control centers for the type of column and attributes that are assigned to the column.
Column You can have up to 10 columns on either side of the schedule. Columns can contain text, dates, and /or numbers.
Note:
To access a column's properties, click on the column heading to activate the toolbar. Click Switch to Column.
The toolbar will now show the column attributes that then can be changed.
SmartColumns Allow
for
a variety
of
project
management
controls
within
your
schedule
like
%
complete,
earned
value,
status
and
more.
Note: Choose the Insert | Rows,Columns | New Column to add Smartcolumns.
Legend Is the key to objects on the schedule. The legend can be stationary or floating.
Note:
To add a legend to a schedule choose Layout | Legend Size enter a Legend Height.
To change a legends attributes choose Layout | Legend Size | Full legend Settings. The toolbar will activate
to Current Object Legend which offers a variety of formatting options.
To add a legend entry choose Insert | Picture,Legend | New Legend Entry. The toolbar will activate to Cur‐
rent Object Legend Entry. Fill in the toolbar with your legend text and choose your legend entry options.
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1-1
Lesson 1 ‐ How to Format a Schedule
In this lesson you will learn how to:
Change the Date Headings.
Change the Schedule's Date Range.
Change the Schedule's Size.
Work with the Legend.
Work with Pages and Page Numbers.
Work with the Current Date.
Work with Vertical Gridlines.
Work with Horizontal Gridlines.
Change the Date Range.
1. Choose the Dates tab.
2. In the Start and End Dates section using your keyboard or the Calen‐
dar icon change the dates to 1/1/2010 to 5/31/2010.
3. When using your keyboard to change the date press the Apply
button for the inputted dates to adjust the template.
Change the Date Headings.
Click
on
the
date
headings
in
the
template.
The
toolbar
will
change
to
the
Selection
tab.
The
Current
Object
selected
will
be
the Date Heading. Now all the attributes of the date headings will be in the toolbar and you can select the attributes to
change. We will add another heading line and change some attributes.
1. In the Date Headings section choose click the third drop down arrow.
2. Click on Quarterly: First, Second,....
3. Click
the
Italicize
icon,
for
the
third
heading.
4. Click the Color swatch, for the third heading, to change the font color.
5. Change the Font Size for the third heading to 12.
When you first open Milestones Professional this is the default template.
Default Template
Changed Date Schedule
Added Date Heading Schedule Added Date Heading
Date Heading Toolbar
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1-2
Work with the Legend.
Legend Attributes 1. Choose the Layout tab. In the Legend Size section click on the Full Legend Settings button.
2. The toolbar will change to the Selection tab. The Current Object selected will be the Leg‐
end. Now all the attributes of the legend will be in the toolbar and you can select the attributes
to change.
3. In the Legend Size and Frame Settings section check on Floating Legend.
4. Change
Entries
per
Row
to
1.
5. Legend Symbol Size Override choose 1.25.
6. In the Font Settings section change the legend text to Comic Sans.
7. In the Font Settings section change the legend text size to 18.
8. Click
and
drag
the
corner
of
the
legend
to
adjust
it's
size.
9. Click on the legend and drag the legend anywhere on the template.
Legend Entry 1. To add a legend entry click the Insert tab
2. In the Picture, Legend section choose New Legend Entry.
To change a legend entry click on it, the toolbar will change to the Selection tab. The Current Object selected will be the
Legend Entry all the attributes of the legend entry will be in the toolbar and you can select the attributes to change.
Change the Schedule's Size.
1. Choose the Layout tab, in the Page Size section...
2. Change the templates Horiz. to 14.
3. Change the Rows per Page to 6.
4. Press the apply button.
Resized Schedule
Floating Legend
Legend
Attributes
Legend Entry Attributes
Full Legend
Settings
Rows and Page Size
Legend Entry
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1-3
Work with Current Date.
Turn on current date and date line 1. To turn off or turn on the current date and date line choose the Dates tab.
2. In the Current Date section check on or off the Display Date and Display Date Line.
By default Milestones picks up the current date from your computer.
You can override the current date in the Dates tab Current Date sec‐
tion Set Override
Current Date Attributes To change the current number's attributes click on the current date. The toolbar will change to the Selection tab. The Cur‐
rent Object
selected
will
be
Current
Date
all
the
attributes
of
the
current
date
will
be
in
the
toolbar
and
you
can
select
the
attributes to change.
Insert Page
Work with Pages and Page numbers.
Insert a page 1. To insert a page choose the Insert tab.
2. In the Page section choose to insert a page before or after your current selected page.
Delete a Page 1. To delete a page. Go to that page using the Page Up or Page Down arrows on your keyboard.
2. Choose the Edit tab.
3. In
the
Delete
section
choose
Current
page.
Add or Delete Page Numbers 1. To delete or insert a page number choose the View tab.
2. In the Optional Items section remove the check from Page Number to delete the page
number check on Page Number to add a page number.
Page Number Attributes To change the page number's attributes click on the page number. The toolbar will change to the Selection tab. The Cur‐
rent Object selected will be the Page Number all the attributes of the page number will be in the toolbar and you can select
the attributes to change.
Page Number
Page Number Attributes
Current Date Attributes
Current Date
Current Date Schedule
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1-4
Work with Horizontal Gridlines.
1. To change the attributes of the horizontal gridlines choose the Format tab.
Note: A check mark next to an option shows a feature is active. Simply click the box next
to the feature to have a check mark appear or disappear.
2. In the Gridlines section click the Horizontal Gridlines.
3. The Horizontal Grid and Shading Properties dialog box will come up. A check off Apply
New Selections to all Three Sections.
4. On the Gridlines tab, notice the Left Columns, Graph/Schedule Area and Right Columns
section all have check marks. In the Graph/Schedule Area section click off Show Grid‐
lines .
5. Now click back on Apply New Selections to all Three Sections.
6. Click the Shading tab, Notice the Left Columns, Graph/Schedule Area, Right Columns
section all have check marks by Shade the task Rows. Click off Left Columns, Shade the
task row and all other checkmarks will disappear as you checked on Apply New Selec‐
tions to all Three Sections in the previous step.
7. Click OK.
Note: For outlined schedules you can have specific formatting for each outline level. Formatting includes gridlines, shad‐
ing , text attributes, and summary bar symbol options. Choose the Format tab, Gridlines section, click on Gridline, Shad‐
ing , Font Sizes by Outline Level… .
Work with Vertical Gridlines.
1. To
turn
on
turn
off
or
change
the
attributes
of
the
vertical
gridlines
choose
the
Format
tab.
2. In the Gridlines section click the Vertical Gridlines.
3. The Vertical Grid Options dialog box will come up, check off Quar‐
terly and Monthly vertical gridlines.
You may see lighter gridlines these are line guides. They will
not appear when printing. If you would like to turn off the
lines guides choose the View tab. In the Optional Items sec‐
tion check off Line Guides.
Horizontal Gridlines Removed
Horizontal Gridlines
Horizontal Shading
Vertical Gridlines
Vertical Gridlines Removed
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2-1
Lesson 2 ‐ Adding Tasks, Dates, and a Title to the Schedule
In this lesson you will learn how to:
Enter Project Steps.
Add Symbols (Milestones) and Horizontal Bars using the Combo Toolbox.
Add and Move a Column.
Add a Schedule Title.
Open the Schedule for this Lesson.
1. On the toolbar choose the File tab.
2. In the Files and Templates: Open and Save Options section, click
the down arrow next to Open.
3. Choose Lesson Chart.
4. Select Lesson 2 Starter Schedule.mld.
5. Save the schedule to an accessible folder on your hard drive, such
as your Documents folder. Choose File tab, in the Files and Tem‐
plates: Open and Save Options section click Save As ... choose
Chart. This
will
insure
you
have
access
to
saving
and
editing
of
this
tutorial file.
Enter the Project Steps.
1. Click the T tool in the toolbox.
2. In the first space below the column heading, Project Steps click once.
3. Type in: Get materials. Then press the down arrow on your keyboard. This will take
you to the next task row. (You can also click with your mouse within the cell of the
next task row.)
4. Type in: Tear off old roof . Press the down arrow on your keyboard to move down to
the next row.
5. Type in: Put down tar paper. Press the down arrow on your keyboard to
move down to the next row.
6. Type in: Nail on shingles.
Note: Pressing the down arrow in the last row on your page may take you
to a new (blank) page. If this happens, use the Page Up keyboard key to
move back to Page 1 or delete the unwanted page by clicking on the Edit
menu, in
the
Delete
section
choose
Current
Page.
Lesson 1 Starter Schedule
Entered Tasks
Lesson 2 Starter Schedule
Click Here
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2-2
Add Symbols (Milestones) and Horizontal Bars Using the Combo Toolbox.
Add the Symbol, Bar, Symbol for the "Get materials" Step 1. Click once on the small plus to the left of the first symbol+bar+symbol combination in the tool‐
box. The entire row will highlight as shown:
2. Using the mouse move the cursor into the schedule area to the right of Get materials, as shown:
3. When the date displayed next to the cursor or in the status bar, at the bottom left of the Milestones window, displays
Wednesday 8/1/07:
A. Click down (and hold) the left mouse button.
B. Drag the mouse two days to the right until the cursor shows or in the status bar,
at the bottom left of the Milestones window Friday 8/3/07.
C. Release the mouse button.
Add the Symbol, Bar, Symbol for the "Tear off old roof" Step 1. Using the mouse move the cursor into the schedule area to the right of Tear off
old roof .
2. When the date displayed next to the cursor or in the status bar, at the bottom of
the Milestones window, displays Thursday 8/2/07:
A. Click down (and hold) with the left mouse button.
B. Drag to the right until the cursor shows Tuesday 8/7/07.
C. Release the mouse button.
Add a Single Milestone for the "Put down tar paper" Step 1. Using the mouse move the cursor into the schedule area to the right of Put
down tar paper.
2. When the date displayed next to the cursor or in the status bar, at the bottom
left of the Milestones window, displays Wednesday 8/8/07, click once with the
left mouse button. This adds a single milestone:
Add the Symbol, Bar, Symbol for the "Nail on shingles" Step Now that you are an expert, go ahead and add a bar for Nail on shingles. The start
date for this step is Thursday 8/9/07 and the end date is Saturday 8/11/07.
Added Symbols, Bars, Symbols
Added Symbol, Bar, Symbol
Added Symbol, Bar, Symbol
Added Symbol (Milestone)
Small Plus
Cursor With Date Display
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2-3
Add and Move a Column.
Add a Column
Now you are going to add a Duration SmartColumn. This column is going
to automatically calculate and display the duration of each task.
1. Choose the Insert tab.
2. In the Rows, Columns section choose New Column.
3. From the menu choose Duration. The Insert Duration Columns dialog
box appears, under Normal Dates check on Duration, then click OK.
4. The
duration
column
will
now
be
in
your
schedule.
Move a Column To move a column to another part of the schedule:
1. Click the arrow tool in the toolbox.
2. Move the cursor to the top border of the column to be moved (the line just above
Dur. in our example). The cursor should change to the move column cursor.
3. Click and hold the left mouse button and drag the column to the right side of the
schedule until you see the insertion marker indicating where the column will be
inserted.
4. Release the mouse to drop the column at the insertion point.
Schedule With Duration Column
Move Column Cursor
Insertion Marker
Move Column
Insert Column
Inserted Duration Column
The examples below show moving a column from the left side of the schedule to the right side.
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2-4
Add a Schedule Title.
1. Choose the Insert tab.
2. In the Title section click on Insert/Edit Chart Title. The Specify
Title dialog box will appear.
3. Type Roofing Project in the first blank space as shown.
4. Check on Insert Extra Space Under Chart Title. Click OK.
Lesson 2 Completed Schedule
Specify Title Dialog Box
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3-1
Lesson 3 ‐ Working with Text
In this lesson you will learn how to:
Add a Block of Freeform Text.
Customize Freeform Text.
Display Dates with Symbols.
Annotate a Symbol Using Symbol Text.
Add Text in the Middle of a Bar using Symbol Text.
Add Angled Text.
Adjust Symbol and Date Text Position.
Open the Schedule for this Lesson.
1. On the toolbar choose the File tab.
2. In the Files and Templates: Open and Save Options section, click the
down arrow next to Open.
3. Choose Lesson Chart.
4. Select Lesson 3 Starter Schedule.mld.
5. Save
the
schedule
to
an
accessible
folder
on
your
hard
drive,
such
as
your
Documents folder. Choose File tab, in the Files and Templates: Open
and Save Options section click Save As ... choose Chart. This will insure
you have access to saving and editing of this tutorial file.
Lesson 3 Starter Schedule
Add a Border and Shadow to the Title.
1. Click the arrow tool in the toolbox.
2. Click the title Roof Project. The toolbar will change to the Selection tab and display all the chart titles attributes. The im‐
age of the toolbar below shows the titles attributes to change.
1. For title text justification, choose the center icon.
2. Under Text Highlights choose Shadow.
3. In the Background Color section click the top rectangle to get the
color pallet, choose teal (or any other color you like).
4. In the Background Color section, Special Effects choose Fade to
Right.
5. In the Background Color section, Target Color click the rectangle to
get the color pallet, choose light blue (or any other color you like).
6. In the Border and Shadow section, Border Type choose Width of
Schedule.
7. In the Border and Shadow section, Shadow choose Small.
8. In the Border and Shadow section, Shadow click the rectangle to get
the color pallet, choose brown (or any other color you like).
9. To have our changes applied to your schedule in the Tile text Settings section choose the apply button Press here
to apply text change made above.
Toolbar
Enhanced Title
Toolbar
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3-2
Customize Freeform Text.
1. Click the arrow tool in the toolbox.
2. Click the freeform text 3‐Man crew to arrive by 8am daily. The toolbar will change to the Selection tab and display all the
freeform text attributes. The image of the tool bar below shows the freeform text attributes to changes.
1. In the Font section change the font to Arial.
2. Change the Size to 24.
3. For Horizontal Alignment, choose the center icon.
4. For Text Style click the Bold, Italic and Underline icons.
5. Click the Text Color rectangle to get the color pallet, choose teal.
6. In
the
Background
Color
section
click
on
the
Set
Fill
Color
rectangle
to
get
the
color
pallet,
choose
gold.
7. Change the Special Effects to Fade to Bottom.
8. Click on the Target Color rectangle to get the color pallet, choose light yellow.
9. Uncheck Transparent (Disables Background Color).
10.In the Current Object section check on the Show Shadow.
11.Click on the Set Shadow Color rectangle to get the color pallet, choose gold.
Note:
Automation Tag area is for programming.
In the Page section you can assign freeform text to show on all pages.
Freeform text placement can be adjusted by using the arrow tool in the toolbox.
Add a Block of Freeform Text.
1. Click the T tool in the toolbox.
2. Click in the schedule area, to the right of the Nail on shingles step:
3. Type
"3
‐Man
crew
to
arrive".
4. Press Enter to split the text onto a new line.
5. Type "by 8am daily.". Freeform Text
Toolbar
Enhanced Freeform
Text
Click Here
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3-3
Display Dates with Symbols.
1. In the toolbox, double‐click the symbol that is used for the start
symbols on your schedule. The Symbol Options dialog box appears.
2. Click the Text and Date Properties tab.
3. Under Date Placement, choose Above and Center.
4. Click OK. Each start symbol now has a date displayed above it:
Note:
Just the month and day are displayed for symbol dates in
this
example.
If
you
would
like
something
different,
choose
the Dates tab. In the Date Related Settings section, click
Set Symbol Date Format and choose from a list of prede‐
fined formats or create a custom format. Dates Displayed With Symbols
Annotate a Symbol Using Symbol Text.
1. Click the arrow tool in the toolbox.
2. Click the end symbol for the Get Materials step. The toolbar will change to the Selection tab and display all the symbol's
attributes. The image of the toolbar below shows the symbol attributes to change.
1. In the Text section for Line 1 enter Materials:.
2. In the Text section for Line 2 enter Tar paper, shingles, nails.
3. In the Text Placement section for Horizontal choose Right.
4. In the Text section for Suffix, type in Est..
5. In
the
Text
section
click
Text
Overrides
for
Line
1.
The
Symbol
Text
Line
1 Overrides dialog box will come up. Under Text Color Override click the
Change button to get the color pallet, choose light brown. Click OK.
6. Press the Apply Text Changes button.
Text Added To A Symbols
Toolbar
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3-4
Text In The Middle Of The Bar
Add Text in the Middle of a Bar Using Symbol Text.
1. Click the arrow tool in the toolbox.
2. Click the start symbol for Tear off old roof . The toolbar will change to the Selection tab and display all the symbol attrib‐
utes. The image of the toolbar below shows the symbol attributes to change.
1. In the Text section for Line 1 enter Smith Const..
2. In the Text section click Text Overrides for Line 1. The Symbol Text Line 1
Overrides dialog box will come up. Under Text Color Override click the
Change button to get the color pallet, choose light gold. Click OK.
3. In the Text Placement section for Vertical choose Middle.
4. In the Text Placement section check on Center Text on Bar.
5. Press the Apply Text Changes button.
Note:
Always use
the
left
‐most
symbol
to
enter
text
for
a bar.
You can select symbols in the schedule area, but you cannot select connectors.
Draw Symbol Text at An Angle.
The default angle is set to 45 degrees. to change the angle click the Tools tab in the Program Options section choose Edit
then under Angle for Angled Symbol Text click the down arrow and choose the degree.
1. Click the arrow tool in the toolbox.
2. Click the milestone for Put down tar paper. The toolbar will change to the Selection tab and display all the symbol attrib‐
utes. The image of the toolbar below shows the symbol attributes to change.
3. In the Text section for Line 1 enter Rain Reschedule.
4. In the Text section click Text Overrides for Line 1. The Symbol Text Line 1
Overrides dialog box will come up. Under Text Color Override click the
Change button choose teal. Under Text Attributes Overrides check on
Bold Override. Click OK.
5. In the Text Placement section for Vertical choose Above.
6. In the Text Placement section check on Draw Text at Angle. (To change
the angle of the text choose the Tools tab in the Program Options section
choose Edit. Under Angle for Angled Symbol Text use the drop down ar‐
row to change the angle.)
7. Press the Apply Text Changes button.
Note:
Angled text will only show a single line of text regardless of how many lines of text were entered.
Symbol dates can be drawn at an angle only if symbol text is drawn at an angle. This is an individual symbol selection.
Click on the symbol in the schedule. The tool bar changes to the Selection menu in the Text Placement section check
on Draw Text at Angle and Date Also.
Angled Text
Toolbar
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3-5
Adjust Symbol and Date Text Position.
Vertically Move Symbol Text 1. To select the symbol and the vertical line type to be used for vertical symbol text move. Choose the Tools tab. In the
Customize section choose Symbol Text Move.
2. Using the scroll arrows choose a Symbol from the list that you are not currently using on your schedule. The symbol will
then become a invisible symbol in the toolbox.
3. Using the scroll arrows choose a Vertical link.
4. Click the arrow tool in the toolbox.
5. On the schedule, click once on the symbol with the text.
6. Hold down Ctrl + T.
7. Click and drag to move the invisible symbol and its text to another task row.
Note:
Once the text is moved to another task row you can move the text horizontally by clicking on the arrow tool in the tool‐
box, then clicking and dragging the text to the right or left.
Once the text is moved to another task row you can move the text vertically by clicking the arrow tool in the toolbox,
then holding the shift key clicking and dragging the text up or down to the next task row.
Adjust Symbol Text Position with the Keyboard: 1.
Click
the
arrow
tool
in
the
toolbox.
2. On the schedule, click once on the symbol with the text to be moved.
3. Hold down the ALT key.
4. Click the arrow keys on the keyboard to move the text around the symbol. The text will move as you click the arrow keys.
Adjust Symbol Date Position with the Keyboard: 1. Click the arrow tool in the toolbox.
2. On the schedule, click once on the symbol with the symbol date to be moved.
3. Hold down ALT + CTRL.
4.
Click
the
arrow
keys
on
the
keyboard
to
move
the
symbol
date
around
the
symbol.
The
symbol
date
will
move
as
you
click the arrow keys.
More About Milestones Professional and Text.
Symbol Text is the best way to annotate large schedules, especially if you need text to "stick" to a task or symbol.
Default Symbol Text is applied to symbols by double clicking a symbol in the toolbox and choosing the Symbol Options
dialog box, Default Text tab. Each time the symbol is added to the schedule, the default text also gets added. Text at‐
tached to any symbol already on the schedule will not be affected by changes to the Default Text. That is, changes to
the Default Text only affect symbols that subsequently get added not those already on the schedule.
Freeform Text is most useful for blocks of text that are independent of any task or symbol. Freeform text will not move
with a task row ‐‐ it is independent of any object.
If you
want
to
have
text
stick
to
a task
without
displaying
a symbol,
consider
using
a comment
symbol.
A
comment
symbol can be a blank symbol or a very small symbol on a task row. The comment symbol is ignored when computing
start date, end date and duration so you can place it anywhere on your schedule you need text. To create a comment
symbol, just double‐click any unused symbol in your toolbox and choose Comment Symbol under the Symbol Shape
tab.
Change the Default Symbol Text style and size by choosing the Format tab. In the Default Text section, click Symbol
Text and make your changes.
Do you want to add lengthy notes to a symbol, but not display the notes on the schedule? Try using Symbol Notes. Just
click any symbol on your schedule the toolbar will change to the Selection tab. Select the Notes tab. In the Symbol
Note section type your notes then press the apply
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4-1
Lesson 4 ‐ Customizing Symbols, Bars, Vertical Links and the Toolbox
In this lesson you will learn how to:
Unlock the Toolbox from the Sidebar.
Change the Appearance of a Symbol in the Toolbox.
Change the Appearance of a Horizontal Bar in the Toolbox.
Change the Appearance of a Vertical Link in the Toolbox.
Switch Between the Combo and Standard Toolbox.
Change the Combo Toolbox Size and Highlighting.
Change the Standard Toolbox Size and Highlighting.
Open the Schedule for this Lesson.
1. On the toolbar choose the File tab.
2. In the Files and Templates: Open and Save Options section, click
the down arrow next to Open.
3. Choose Lesson Chart.
4. Select
Lesson
4 Starter
Schedule.mld.
5. Save the schedule to an accessible folder on your hard drive, such
as your Documents folder. Choose File tab, in the Files and Tem‐
plates: Open and Save Options section click Save As ... choose
Chart. This will insure you have access to saving and editing of this
tutorial file.
Unlock the Toolbox from the Sidebar.
The sidebar is a toolbar anchored to the left or right side of the Milestones window. The sidebar contains the toolbox
(which can be free‐floating) and a user‐defined list of shortcut buttons for a variety of activities, including moving from page
to page, creating web pages, filtering, applying a color theme, creating a master schedule, and more.
1. Right‐click anywhere on the toolbox and choose Sidebar Options.
2. In the Sidebar Options dialog box, choose Do not show Sidebar.
3. You will need to close and restart Milestones in order for the sidebar changes to take .
4. Now close and open Milestones. The toolbox is now free standing, as shown below. We will keep it this way for the fol‐
lowing lesson.
Note:
Changes made in the Sidebar Options dialog box apply to all schedules.
Docked Toolbox In Sidebar Floating Toolbox (Can Be Moved Anywhere In Window)
Lesson 4 Starter Schedule
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4-2
Change the Appearance of a Symbol in the Combo or Standard Toolbox.
Any symbol in the toolbox can be customized for your needs. When a change is made to a symbol in the toolbox, and that
symbol currently exists on the schedule, that symbol on the schedule changes accordingly.
Change the Red Triangle. 1. First, notice that each task row contains a red triangle
symbol, and that the same symbol is in the toolbox. Addi‐
tionally, the red triangle appears in the legend below the
schedule.
2. In
the
toolbox,
double
‐click
on
the
red
triangle
symbol.
This brings up the Symbol Options dialog box.
3. Under Standard Shapes, scroll and select the 28th symbol
(the null symbol).
4. Click the Text and Date Properties tab.
5. Under Date Placement, choose Hide.
6. Click OK.
All red triangle symbols on the schedule have been changed to a null symbols with no dates. The red triangle in the legend
changed as well.
Change the Green Upside Down Triangle. 1. In the toolbox, double‐click on the green upside down triangle symbol. This brings up the Symbol Options dialog box.
2. Under Standard Shapes, scroll and select the 43rd symbol (arrowhead).
3. Click the Color/Pattern/Size/Shadow tab.
4. Under Outline Color click the Change button to get the
color pallet, choose red.
5. Under Fill Color click the Change button to get the color
pallet, choose yellow.
6. Under Shadows (Filled Symbols Only) check Show
Shadow on
Symbol.
A
checkmark
indicates
this
feature
is turned on.
7. Under Shadows (Filled Symbols Only) choose Medium
for the Size. A dot in the radio button indicates which
size of shadow will be applied to the symbol.
8. For shadow Color click the Change button to get the
color pallet, choose silver.
9. Click the Text and Date Properties tab.
10. Under Date Placement, choose Above then Center.
11. Click OK.
12. If a message about symbol placement appears, then select Yes.
All green upside down triangle symbols on the schedule have been changed to yellow arrowhead symbols with dates above
the symbol. The green upside down triangle in the legend changed as well
Red Triangle Changed To Null Symbol
Green Upside Down Triangle Changed To Arrowhead
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4-3
Change the Appearance of a Horizontal Bar in the Toolbox.
You will do something similar for the horizontal bars as for symbols. Again, when you make a change to a symbol or bar in
the toolbox, and that symbol or bar already exists on the schedule, the symbols or bars on the schedule change as well.
1. In the toolbox, double‐click on the gold bar that is be‐
tween the null symbol and the yellow arrowhead. The Bar
Options box appears.
2. Keep the same Bar Type. There are 51 bar types.
3. Under
Fill
Color
click
the
Change
button
to
get
the
color
pallet, choose red.
4. Under Line Color click the Change button to get the color
pallet, choose red.
5. In the Special Color Effects section choose Target Color,
click the Change button to get the color pallet, choose
yellow (the Fill Color fades into the Target Color).
6. In the Special Color Effects section choose Type of Effect,
click the down arrow and choose Fade to Right (a Special
Effect must be chosen for the Target Color to appear).
7. In the Shadow Settings (Bars Only) section check on Show Shadow.
8. For Shadow Size, choose Medium.
9. Under Shadow Color click the Change button to get the color pallet, choose Silver.
10.Click OK.
Now, the bar fades from red (fill color) to yellow (target color) moving from left to right. Notice the legend entry also re‐
flects the bar changes.
Bar Fades From Red To Yellow
Change the Appearance of a Vertical Link in the Toolbox.
This schedule has just one vertical link. These are customized similarly to the symbols and the horizontal bars:
1. Double
‐click
the
first
vertical
link
in
the
toolbox.
This
brings up the Vertical Link Options dialog box.
2. Under Color click the Change button to get the color pal‐
let, choose green.
3. Under Shape click the down arrow and choose link 9.
4. In the Arrowhead Size section choose Large.
5. Click OK.
Vertical Link Changes
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4-4
Switch Between the Combo Toolbox and the Standard Toolbox.
The Combo Toolbox is being used for this lesson. To switch to the Standard Tool‐
box do the following:
1. Right click the Toolbox.
2. Choose Switch to Standard Toolbox.
The Standard Toolbox replaces the Combo Toolbox. Notice that the symbols and
connectors are the same; they are just separated into different sections. Follow
the
same
direction
to
switch
back.
Standard Toolbox
Combo Toolbox
Change the Combo Toolbox size and Highlighting.
Here is a copy of the Combo Toolbox for this schedule. All of
the major components of the toolbox are indicated:
This Combo Toolbox has 3 sets of symbol+bar+symbol combi‐
nations, and 4 vertical links. You are going to change the num‐
ber of symbols and bars in the toolbox then turn off the extra
highlighting
to
the
selected
tools
and
symbols.
1. This time, right‐click the toolbox and choose Toolbox Prop‐
erties, the Customize Toolbox Size, Type, Highlight dialog
box appears
2. Under Combo Toolbox View Settings, choose 16 for the number of Rows to display.
3. Under Common Settings, click Extra Highlighting for Selection so that it is no longer checked.
4. Under Common Settings, set the Vertical Connector Rows to 2.
5. Click OK.
Change the Standard Toolbox Size and Highlighting.
Right‐click the toolbox and choose Switch to Standard Toolbox. Here
is a copy of the Standard Toolbox for this schedule. All of the major
components of the toolbox are indicated:
The toolbox shown above has 2 rows of symbols, 3 rows of horizontal
connectors and 2 rows of vertical connectors. You are going to
change the number of symbols and connectors.
1. Right‐click the toolbox and choose Toolbox Properties. the Cus‐
tomize Toolbox Size, Type, Highlight dialog box appears.
2. Under Standard Toolbox View Settings choose Symbols: 8.
3. Under Standard Toolbox View Settings choose Horizontal Bars: 8.
4. Under Common Settings, click Extra Highlighting for Selection so that it is no longer checked.
5. Under Common Settings, set the Vertical Connector Rows to 2.
6. Click OK. Expanded Standard Toolbox
Expanded Combo Toolbox
Combo Toolbox
Standard Toolbox
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5-1
Lesson 5 ‐ Working with Dependencies
In this lesson you will learn how to:
Set Up Dependencies for a Project.
Adjust Tasks and the Entire Schedule Using Shift All Dates.
Adjust the Schedule Using Dependencies
Open the Schedule for this Lesson
1. On
the
toolbar
choose
the
File
tab.
2. In the Files and Templates: Open and Save Options section, click the down
arrow next to Open.
3. Choose Lesson Chart.
4. Select Lesson 5 Starter Schedule.mld.
5. Save the schedule to an accessible folder on your hard drive, such as your
Documents folder. Choose File tab, in the Files and Templates: Open and
Save Options section click Save As ... choose Chart. This will insure you have
access to saving and editing of this tutorial file.
Lesson 5 Starter Schedule
Set Up Dependencies
Here are the dependencies we are going to set up for this schedule:
Manufacture can begin only after Design is finished and Design can begin only after Plan is finished.
Test can’ t be started until Design is finished.
Market can’ t be started until Test is finished.
Add a Vertical Link from "Plan" to "Design" and "Design" to "Manufacture" 1. Click the arrow tool in the toolbox.
2. Click
once
on
the
black
vertical
link
in
the
toolbox.
3. Hold the Ctrl key on the keyboard, and click once on the word Plan, then once
on Design, and once on Manufacture. Now, release the Ctrl key.
4. Those three task rows should be highlighted in black.
5. Next click the Insert tab.
6. In the Vertical Links section click on the Vertical Links between selected task
rows. This will bring up the Create Vertical Links/Dependencies dialog box.
7. Under Type of Symbols to Link choose Link normal symbols.
8. Under
Direction
to
Link
choose
Downward.
9. Under Type of Link choose ( FS) ‐ Finish to Start (connects the end symbols on
one task row to the start symbols on the next task row).
10.Press OK.
Note:
If you need to delete a vertical link, click the arrow tool, right‐click the symbol
that launches the vertical link, choose Clear Vertical Links.
Highlighted Tasks
Added Vertical Links
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5-2
Add a Vertical Link From "Test" to "Market" There
is
a
second
method
to
add
vertical
connectors.
Here,
you
will
connect
the end symbol for Test to the start symbol for Market.
1. In the toolbox, click once on the plus tool.
2. On the schedule, click once on the end symbol for Test.
3. In the toolbox, click once on the blue vertical connector.
4. On the schedule, click once on the start symbol for Market.
Add a Vertical Link From "Design" to "Test" 1. Click the arrow tool in the toolbox.
2. Click once on the red vertical link in the toolbox.
3. Hold the Ctrl key on the keyboard, and click once on the word De‐
sign, and then once on Test. Now, release the Ctrl key.
4. Next click the Insert tab.
5. In the Vertical Links section click on the Vertical Links between
selected task
rows.
This
will
bring
up
the
Create
Vertical
Links/
Dependencies dialog box.
6. Under Type of Symbols to Link choose Link normal symbols.
7. Under Direction to Link choose Downward.
8. Under Type of Link choose ( FS) ‐ Finish to Start (connects the end symbols on one task row to the start symbols on the
next task row).
9. Press OK.
Red Vertical Link
Blue Vertical Link
Adjust
the
Entire
Schedule
Using
Shift
All
Dates
Suppose your entire project schedule needs to be moved forward
because it cannot start at the scheduled time. One option would be
to add dependencies and shift the start date using Dependency
Mode .
To shift the entire schedule use Shift All Dates.
1. Click the Dates tab.
2. In the Date Range Tools section choose Shift all tasks dates. The
Shift all Dates for Schedule dialog box appears.
3. For Number of Working Days to Shift, enter 30.
4. Click
Forward
so
that
it
is
selected.
5. Click Reset Schedule Start and End Dates by the Same Amount so
that it is not checked.
6. Click OK. Your schedule has been shifted ahead 30 days:
Note:
If the Vertical links are not showing check the in the View tab Optional Items make sure Task Links has a check mark.
Shift All Dates
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5-3
Adjust the Schedule Using Dependencies
Turn on Dependency Mode 1. Click the Dates tab.
2. In the Date Related Setting section check on Dependency Mode.
Adjust the schedule The schedule shows the Plan stage is supposed to be completed February 21st. However, due to unforeseen technical diffi‐
culties, the Plan stage will not be complete until March 9th. With Milestones Professional, it’s easy to adjust the schedule to
reflect this change.
1. Click the arrow tool in the toolbox.
2. On the end date symbol for Plan, click and hold using the left mouse button.
3. Drag the symbol to the right until you reach March 9th, then release the mouse button.
Note: All of the dependent tasks have slipped by the
same amount of time:
Change the length of "Design" Since the Plan stage has slipped, we’ll cut 1 week from the Design step.
1. Click the arrow tool in the toolbox.
2. Click and hold the end date symbol for Design.
3. Drag the symbol back to March 25th.
Note: This small change affects the rest of the schedule.
Adjusted Schedule
Drag The Symbol
Adjusted Schedule
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6-1
Lesson 6 ‐ Outlining your Schedule
In this lesson you will learn how to:
Set up Indenting for a Column.
Outline the Steps in the Project.
Set Summary Bar Options.
Collapse and Expand Tasks.
Organize the Schedule Using WBS Numbering.
Open the Schedule for this Lesson
1. On the toolbar choose the File tab.
2. In the Files and Templates: Open and Save Options section, click the
down arrow next to Open.
3. Choose Lesson Chart.
4. Select Lesson 6 Starter Schedule.mld.
5. Save the schedule to an accessible folder on your hard drive, such as your
Documents folder.
Choose
File
tab,
in
the
Files
and
Templates:
Open
and
Save Options section click Save As ... choose Chart. This will insure you have
access to saving and editing of this tutorial file.
Set up Indenting for a Column.
The Indent/Outdent tools icons allow you to change the outline level of each task. The Keyboard Tab key also al‐
lows indentation for outline level when the option is turned on: Choose the Tools tab. In the Program Options section
choose Edit, check on Use TAB key for Outlining.
1. Click the arrow tool in the toolbox.
2. Click on the PROJECTS column heading. The toolbar will change to the Selection tab Current Object : Column Heading
select Switch to Column.
3. In the Column Type and Format section Insert .2 in the Indent per Outline Level then click the apply button .
You will not notice any difference on your schedule until after you have outlined it.
Lesson 6 Starter Schedule
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6-2
Outline the Steps in the Project.
Indent selected tasks from Outline Level 1 to 2.
Indent the project steps under each street address, thereby
changing their Outline Level from 1 to 2. Note: When you change
the outline levels, characteristics such as font, task row color,
task row shading etc. also change. The example schedule has a
color theme with outline level properties preset. To change the
outline level properties click the Format tab in the Gridlines sec‐
tion choose Gridlines, Shading, Font Size by Outline level....
1. Click
the
arrow
tool
in
the
toolbox.
2. Holding the Ctrl key down, in the PROJECT column, click once
on each of the project steps that is not an address. When se‐
lected, the task row will highlight and the toolbar will change
to Selection tab Current Object : Task Row.
3. Click once on the indent icon in the toolbar to change all of these
steps to level 2.
4. Click within the schedule area to de‐select the project steps.
Indent selected tasks from Outline Level 2 to 3.
1. Click the arrow tool in the toolbox.
2. Holding the Ctrl key down, click once on the words Pool
Plumbing and once on the words Hook‐up Water for each
street address. When selected, the task row will highlight and
the toolbar will change to the Selection tab Current Object :
Task Row.
3. Click once on the indent icon on the toolbar to change all
of these steps to level 3.
4. Click within the schedule area to de‐select the project steps.
The project steps under Plumbing for each street name are in‐
dented:
NOTE: To change the task row colors and attributes of each summary levels
choose the Format tab in the Gridlines section choose Gridlines Shading,
Font Sizes by Outline Level.
Highlighted Schedule
Indented Schedule
Highlighted Schedule
Indented Schedule
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6-3
Set Summary Bar Options.
Notice that on level 1 tasks (the addresses) and level 2 tasks (Plumbing), no
schedule information is drawn. This is because no schedule information
was added for these tasks. There is a way to have Milestones automatically
draw schedule information for higher level tasks (summary tasks).
1. Click the Layout tab.
2. In the Other section choose Summary Bar Settings. The Summary Bar
Settings dialog box will appear.
3. Under
When
to
Draw,
click
the
Always
option.
4. Under For Normal Summary Bar Symbols and Bars, scroll to choose the
Starting Symbol, bar and Ending Symbol, as shown below:
Note: The Normal Summary Bar Symbols and Bars lists are drawn from the
symbols in the toolbox.
5. Click OK.
Note: The schedule will display your symbol+bar+symbol selections on the
summary rows. These are summaries of the sub‐tasks and cannot be
changed unless the sub‐tasks are changed
Schedule with Summary Bars
Summary Bar Setting Dialog Box
Collapse and Expand Tasks
Turn on the Collapse/Expand Indicators
1. Click View tab.
2. In the Optional Items section check on Collapse/Expand Indicators.
This will cause small red triangles to be displayed beside every summary task. These indicators
are filled with red when they can be expanded and hollow (filled with white) when there is
nothing to expand.
Collapse “301 Sunspot” using the Collapse/Expand Indicator
1. Click the arrow tool in the toolbox.
2. Click the Collapse/Expand Indicator to the right of 301 Sunspot.
(Remember that clicking within the schedule area de‐selects any project
steps that remain highlighted.)
Collapse "Plumbing" under “455 Tombstone” using the right ‐click menu
1. Right‐click once on the word Plumbing. A menu will appear.
2. Choose Collapse Selected Task Row.
Expand all project steps at once
Now that you have collapsed tasks, we will see how to expand the tasks.
They can be expanded individually, in much the same way they were col‐
lapsed; or they can be expanded all at once. To expand the entire schedule:
1. Click the View tab.
2. In the Other section choose Show all Task Rows.
Note: For quick collapse/expand capabilities you
can right click any task row and choose from the
collapse and expand options in the right click
menu. Collapsed And Expanded Schedules
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6-4
Organizing a Schedule Using WBS Numbering
A WBS (Work Breakdown Structure) SmartColumn displays the outline level as 1, 1.1, 1.1.1,... instead of the Outline Level
SmartColumn levels of 1, 2, 3,...
A WBS number combines the task number and outline level into one number. Task 1 would have WBS number “1”, Sub‐task
1 of Task 1 would have WBS number “1.1”, Sub‐task 2 of Task 1 would have "1.2", and so on.
1. Choose the arrow tool in the toolbox.
2. Move the cursor to the column heading PROJECTS and just below
the word PROJECTS.
3. When the cursor changes to click once to highlight the column.
4. Click the Insert tab.
5. In the Rows, Columns section choose New Column.
6. From the menu choose WBS Number. The Starting WBS Number
dialog box appears.
7. In the Starting WBS Number dialog box, for the Starting WBS Num‐
ber enter 1.
8. Click OK and OK. Schedule With WBS Column
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7-1
Lesson 7 ‐ Showing Progress
In this lesson you will learn how to:
Turn on Symbol and Bar Fill To Status date.
Customize the Fill Color After the Status Date.
Define a Status Symbol in your Toolbox.
Show a Project is Ahead or Behind Schedule Using a Status Symbol.
Show a Percent Complete Column and Percent Complete Symbol in the Column.
Open the Schedule for this Lesson.
1. On the toolbar choose the File tab.
2. In the Files and Templates: Open and Save Options section, click
the down arrow next to Open.
3. Choose Lesson Chart.
4. Select Lesson 7 Starter Schedule.mld.
5. Save the schedule to an accessible folder on your hard drive, such as
your Documents
folder.
Choose
the
File
tab,
in
the
Files
and
Tem
‐
plates: Open and Save Options section click Save As ... choose
Chart. This will insure you have access to saving and editing of this
tutorial file.
Turn on Symbol and Bar Fill To Status date.
When Fill to Status Date is turned on for symbols and bars, the symbols and bars are filled with their normal fill colors up to
the current date. After the current date, they are hollow or a determined after status color to indicate future, incomplete
activity.
The current date for the example schedule is 3/23/07. Notice the cur‐
rent date is depicted by the vertical dotted line on the schedule.
Turn on Symbols ‐ Fill to Status Date
1. Click the Dates tab.
2. In the Date Related Settings check on Symbols ‐ Fill to Status Date.
A check mark indicates this feature is turned on.
Turn on bars ‐ Fill to Status Date
1. Click Dates tab.
2.
In
the
Date
Related
Settings
check
on
Bars‐
Fill
to
Status
Date.
A
check mark indicates this feature is turned on.
Lesson 7 Starter Schedule
Symbols And Bars Filled To Status Date
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7-2
Define a Status Symbol in the Toolbox.
Your project steps may not all be on time. You may need to indicate one or more of the steps as ahead or behind schedule.
The "status" symbol allows you to control how much each task is ahead or behind.
A status symbol can be any symbol in your toolbox, including the null (invisible) symbol.
1. In the toolbox, double‐click the black diamond symbol (first symbol second row). This brings up the Symbol Options dia‐
log box.
2. On the Symbol Shape tab, click on the radio button next to Status Symbol (used for Percent Complete). The radio button
will have a colored center indicating this feature has been selected.
3. Click OK.
Show a Project is Ahead or Behind Schedule Using a Status Symbol.
Change "Prototype" to be Behind Schedule
1. In
the
toolbox,
click
once
on
the
plus
tool.
2. In the toolbox, click once on the black diamond symbol.
3. Move your cursor to the Prototype task row in the schedule area.
The S next to the crosshairs cursor indicates that you are about to add a Status Symbol. The % next to the cur‐
sor reminds you that the status symbol controls percent complete.
4. Click and hold the left‐mouse button, and then drag until you see the
3/9/07 date next to the cursor (as shown below) or in the status bar at
the bottom of the milestones window‐‐ release the mouse button to add
the status symbol.
Change "Refine & Redesign" to be Ahead of Schedule
1. In the toolbox, click once on the plus tool.
2. In the toolbox, click once on the black diamond symbol.
3. Click and drag to add the status symbol on April 18, 2007 to the
Refine & Redesign task row. Refine & Redesign is now shown to be
ahead of schedule.
Customize the Fill Color After the Status Date..
You can have the to‐be‐completed portion of the bar (to the right
of the current date line) filled with a color other than white.
1. In the toolbox, double‐click the yellow bar. The Bar Options dia‐
log box will appear.
2. Under After Status Fill Color:, click Change to get the color pal‐
let, choose red.
3. Press OK.
Note:
You can also customize the After Status color for the sym‐
bol. Change this setting in the toolbox by double‐clicking the
symbol and making the appropriate selections. Custom After Status Fill Color
Ahead Or
Behind
Using
Status
Symbol
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7-3
Show a Percent Complete Column and Percent Complete Symbol in the Column.
1. Click the Insert tab.
2. In the Rows, Columns section choose New Column.
3. From the menu choose Percent Complete. The Percent Complete
Settings dialog box appears.
4. Under Display Settings check on Include Percent Complete Symbol
in column.
5. Under Display Settings choose Symbol on Right.
6. For Symbol Size, scroll to 2.00.
7. Press OK. Then OK again.
Adjust the Status of Each Task by Changing the Percent Complete Value
1. In the toolbox, Click on the T tool in the toolbox.
2. On the Prototype task row in the % complete cell click and back‐
space through the% Complete.
3. Type 75.
4. Press Enter on the keyboard.
The bar on the schedule is now shaded by 75% and the percent com‐
plete pie symbol has changed to reflect 75% complete.
Note:
You can
also
click
the
Arrow
tool
in
the
toolbox,
then
click
and
drag
the
status
symbol
to
the
updated
location.
The
per
‐
cent complete reading will change to match the new status symbol placement.
Percent Complete Column And Symbol
Percent Complete Value Change
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8-1
Lesson 8 ‐ Using Symbol Hyperlinks
In this lesson you will learn how to:
Link a Symbol to Another Schedule.
Activate a Schedule that has been Linked to a Symbol.
Remove a Symbol’s Link.
Link a Symbol to a Web Page.
Activate a Linked URL.
Link a File or URL to a Task Row.
Activate a Schedule or URL that has been Linked to a Task Row.
Remove a Task Row's Link.
Open the Schedule for this Lesson.
This lesson will show you how to maintain a "hub" schedule that links to
most aspects of your project's world.
1. On the toolbar choose the File tab.
2. In the Files and Templates: Open and Save Options section, click the
down arrow next to Open.
3. Choose Lesson Chart.
4. Select Lesson 8 Starter Schedule.mld.
5. Save the schedule to an accessible folder on your hard drive, such as
your Documents folder. Choose the File tab, in the Files and Templates:
Open and Save Options section click Save As ... choose Chart. This will
insure you have access to saving and editing of this tutorial file. Lesson 8 Starter Schedule
Link a Symbol to Another Schedule.
1. Click the arrow tool in the toolbox.
2. In the Marketing task row click the Web Project symbol. The toolbar will change to the Selection
tab Current
Object
:Symbol
choose
the
Hyperlinks
tab.
3. Click the Add File button. The Select the Document File to Link dialog box appears.
4. Locate and select the file Lesson 8 Web Site Project.mld (under Program Files\KIDASA\Milestones
Professional 2010\Samples\Lessons\Lesson 8 Web Site Project.mld) click Open. If you cannot find
this file, choose any file (a Word document, Excel spreadsheet, etc.).
5. Notice that the symbol for Web Project has changed. It now has the Hyperlink notation.
Activate a Schedule that has been Linked to a Symbol.
1. Right‐click on the Web Project symbol with the Hyperlink notation. This
brings up the right‐click menu.
2. In the menu find Hyperlink: (with the file name) click on it. This
launches the
Lesson
8 Web
Site
Project.mld
schedule
.
Remove a Symbol’s Link.
1. Select the View tab.
2. In the Window Control section choose Switch Windows.
3. From the menu choose Lesson 8 Starter Schedule.mld to make it the
active schedule.
4. In the Marketing task row click the Web Project symbol. The toolbar
will change to the Selection tab Current Object :Symbol choose the
Hyperlinks tab.
5. Click Break Link to remove the link. Now that Web Project symbol does not have the Hyperlink notation any longer.
If you manage multiple schedules, you will find Milestones Professional’s Hyperlinks feature very valuable. A Hyperlink is a link from any symbol or task row on the schedule to any other schedule, document, or web page. Dozens of Hyperlinks can be added to any symbol or task row.
Hyperlink Notation
Linked Schedule
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8-2
Link a File or URL to a Task Row.
1. Click the arrow tool in the toolbox.
2. Click the Marketing task row. The toolbar will change to the Selection tab Current Object :Task Row.
3. In the Cut, Copy, Paste, Delete, Hide section. Choose Add File to see the Select the Document File to Link dialog box.
4. Locate the file Lesson 8 Web Site Project.mld (under Program Files\KIDASA\Milestones Professional 2010
\Samples\Lessons) and double‐click to add the link. The file will show up in the Hyperlinks list. If you cannot find this file,
choose any file (a Word document, Excel spreadsheet, etc.).
5. Choose Add URL this brings up the Add Internet or Intranet URL dialog box.
6. Type
in
http://www.kidasa.com
and
press
OK.
The
URL
will
show
up
in
the
Hyperlinks
list.
7. Make sure that the Show Hyperlink Icons option is checked. The Hyperlink icon is now displayed in the task row.
Activate a Schedule or URL that has been Linked to a Task Row.
1. Click the arrow tool in the toolbox.
2. Click on the Hyperlink icon in the task row to view the Select Hyperlink to Launch dialog box.
3. Choose Lesson 8 Web Site Project.mld. Click OK. This launches the Lesson 8 Web Site Project.mld schedule. Now close
this schedule.
4. You can also click the task row to launch a hyperlinked schedule or URL. The toolbar will change to the Selection tab Cur‐
rent Object :Task Row. In the Hyperlink Settings section choose the down arrow and choose http://www.kidasa.com.
Remove a Hyperlink from a Task Row.
1. Click the arrow tool in the toolbox.
2. Click the Marketing task row. The toolbar will change to the Selection tab Current Object :Task Row. In the Hyperlink
Settings section choose the Hyperlink to remove.
3. Click Break Link to remove the link.
4. When all links are removed the Hyperlink icon will no longer appear in the task row.
Note: Hyperlinking can even be used over a network, making coordinating schedules with other project managers in your
organization easier than ever. If their schedule files are accessible to you via your company’s network, you can link their
schedules to a symbol or task row on any of your schedules and bring up the latest update with just a click of the mouse.
(When setting up the link, just locate the network file you want to link.)
Link a Symbol to a Web Page.
It’s just as easy to hyperlink a symbol to a web site on the Internet or your company’s internal Intranet. For example, you
might want to link to a web page that has been set up for your project.
Set up a hyperlink to KIDASA Software’s web site: 1. Click the arrow tool in the toolbox.
2. In the Marketing task row click the Web Project symbol. The toolbar will
change to the Selection tab Current Object :Symbol choose the Hyper‐
links tab.
3. Click
Add
URL
button
. This
brings
up
the
Add
Internet
or
Intranet
URL
dialog box.
4. In the blank space provided, type in http://www.kidasa.com
5. Click OK to exit the Add Internet or Intranet URL dialog box.
Activate a Linked URL.
Now, let’s visit KIDASA’s web site by activating the Hyperlink we just set up.
1. Right‐click the Web Project symbol. This brings up the right click menu.
2. Click Hyperlink: http://www.kidasa.com.
If an Internet browser has been installed properly on your computer, it will
be started and within seconds you should see KIDASA Software’s home page. Right Click Menu With Hyperlink
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9-1
Lesson 9 ‐ Create a Schedule from Spreadsheet Data
In this lesson you will learn how to:
Smart Import from Clipboard
Copy Information from a Spreadsheet Program into Milestones Professional.
Map the Spreadsheet Data to Specified Areas in Milestones Professional.
More information about the Milestones Import Map
Smart Import from Clipboard
Importing into Milestones from a spreadsheet is made easier with Smart Import From Clipboard. Choose File | Import Op‐
tions | Custom
|Smart
Import
from
Clipboard.
To
populate
a schedule
in
Milestones
with
the
following
information,
the
column headings in the spreadsheet must be headed exactly as follows:
Start Date ‐ brings in a milestone
End Date ‐ brings in a milestone
Note:
If both a start date and an end date are on the same
row they will be connected with a bar.
Outline Level ‐ creates an outline level column that num‐
bers the task
WBS ‐ creates a WBS column that numbers the tasks
Note:
These columns also establish an indention level for
tasks. To have indention show in a column of Mile‐
stones you must set up an indention value. Using the
arrow tool click on the column heading of the column
to be indented. The toolbar will change to Current
Object Column Heading choose Switch to Column. In
the Column Type and Format section type in a value
under Indent per Outline Level. Press the apply but‐
ton.
To have summary bars generate in a Milestones
schedule choose the Layout tab. In the Other section
choose Summary
Bar
Settings.
Under
When
to
Draw
choose Always.
Note: All other columns in the spread sheet will come into the Milestones schedule as text columns.
If your spreadsheet contains baseline dates and percent complete information, you must set up a Milestones schedule with
the following SmartColumns prior to using the Smart Import From Clipboard option.
Baseline Start Date ‐ brings in a milestone
Baseline End Date ‐ brings in a milestone
Note:
If both a baseline start date and baseline end date are on the same row they will be connected with a bar.
% complete
‐brings
in
a status
symbol
then
fills
the
symbols
and
bars
for
a task
with
color
to
the
status
date.
Note:
To have percent complete be accurate, hourly minute detail must be turned on in Milestones. Choose the Dates tab.
In the Start and End Dates section, choose More Settings. Click Hourly /Minute. Check both Allow Hourly and Min‐
ute detail.
To have the task bars fill with color based on the percent complete, you must have fill to status turned on. Choose
the Dates tab. In the Date Related Settings section check both Symbols & Bars: Fill to Status Date
The 32nd symbol in the toolbox becomes the status symbol. Double click this symbol in the toolbox to change its
properties.
Note: Column names in the spreadsheet and in the Milestones schedule must match exactly to have the information popu‐
late the Milestones schedule.
Spreadsheet Information
Milestones Schedule Generated From Smart Import From Clipboard
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9-2
Open the Schedule for this Lesson.
1. On the toolbar choose the File tab.
2. In the Files and Templates: Open and Save Options section, click the
down arrow next to Open.
3. Choose Lesson Chart.
4. Select Lesson 9 Starter Schedule.mld.
5. Save the schedule to an accessible folder on your hard drive, such as
your Documents folder. Choose the File tab, in the Files and Templates:
Open and Save Options section click Save As ... choose Chart. This will
insure you have access to saving and editing of this tutorial file.
Lesson 9 Starter Schedule
Copy Information from a Spreadsheet Program into Milestones Professional.
Open the Spreadsheet for this Lesson 1. Start up your computer’s spreadsheet program. (If you do not have a
spreadsheet program, you can create a table in another application
such as
Word
and
use
the
information
for
this
lesson).
2. Open the spreadsheet for this lesson. Note the file for this lesson is a
csv. The file is called Spreadsheet.csv and is located in the Program
Files\KIDASA\Milestones Professional 2010\Samples\lessons folder.
3. Here is a snapshot of the information in the spreadsheet:
Note: When creating date fields in the spreadsheet the format must be
in the default date order, such as m/d/y that your computer uses.
Copy the spreadsheet information to the clipboard 1. In your spreadsheet program, select these cells, as shown:
2. Click Copy on your spreadsheet program’s Edit menu. This will copy
the information to the Windows Clipboard.
Spreadsheet Information
Copy Spreadsheet Information
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9-3
Import the data from the clipboard into your Milestones Professional schedule
1. Move over to your Milestones Professional schedule (usually by clicking the Milestones Professional icon on the Win‐
dows task bar).
2. Choose the File tab.
3. In the Import Options section choose Custom.
4. From the menu choose Custom Import From Clipboard. The Import: Custom Format dialog box appears.
5. In the Import: Custom Format dialog box, you will map the spreadsheet fields to Milestones fields and columns.
The numbers in the graphic below correspond to the next few steps in this tutorial:
1. First, click the Clear Settings button. This will erase any previous filter settings
2. Under Fields from line 1 of input file, click once on Field 1: Computer Checkout.
"Computer Checkout" is in the first cell in the first column of the spreadsheet. Field 1 includes all of the first column
data, as represented by "Computer Checkout."
3. Under Field Usage in Schedule, click once on Column 10.
This maps the list of project steps from the spreadsheet to column 10 on your schedule. Column 10 is the column
named "Project" in this example. See page 9‐4 for information regarding mapping to column 10.
4. Under
Fields
from
line
1 of
input
file,
click
once
on
Field
2:
3/9/2007.
"3/9/2007" is in the first cell in the second column of the spreadsheet. Field 2 includes all of the second column data, as
represented by "3/9/2007".
5. Under Field Usage in Schedule, scroll and click once on Task_1_Start_Date.
This maps the dates in the second column of the spreadsheet to the start dates on your schedule.
6. Under Fields from line 1 of input file, click once on
Field 3: 11/20/2007.
"11/20/2007" is in the first cell in the third column
of the spreadsheet. Field 3 includes all of the third
column data, as represented by "11/20/2007".
7. Under Field Usage in Schedule, scroll and click
once on Task_1_End_Date.
This maps the dates in the third column of the
spreadsheet to the end dates on your schedule.
8. Under Current Filter Name, type My Filter.
9. Click the Save Settings button.
10. Click the Continue Import Using Current Filter
button. The schedule now contains the imported
tasks and dates from the spreadsheet.
11. Note: If filters need to be exchanged between
colleagues click either Export or Import filter.
Imported Data From A Spreadsheet Schedule
Import Dialog Box
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9-4
More information about the Milestones Import Map
Fields in the Map and how they translate into the Milestones Schedule Column Custom Fields
When mapped into the following Milestones fields, information from a spreadsheet will display in a Milestones text col‐
umn. Milestones Text columns just display text and do not populate the schedule or calculate values.
Milestones allows 20 columns of information on a single schedule.
10 columns on either side of the schedule area.
Columns 1‐10 are on the left side of the schedule.
Columns 11‐20 on the right side of the schedule.
Column numbering goes from left to right, therefore column number 1 is the 10th column away from the left side of the
schedule area. Column 10 is next to the schedule area on the left side. On the right side, column 11 is the column next to
the schedule area and column 20 is the tenth column away from the schedule area. See picture.
Milestones Custom Fields
Milestones Column Layout
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9-5
Task Start and End Date Custom Fields
When mapped into the following Milestones fields, date information from a spreadsheet will display symbols connected
with a bar or just a symbol in a Milestones schedule.
When dates from columns in a spread‐
sheet are
mapped
into
a combination
of Task_#_Start Date and Task_#_End
Date (the # must be the same) fields, a
start symbol, a bar and an end symbol
are added to the schedule. See pic‐
ture.
Note: Date information in a spread‐
sheet must be formatted in the cur‐
rent short date format, such as m/d/y.
Note: Times can be included.
When a date column from a spread‐
sheet is mapped to either the
Task_#_Start Date or the
Task_#_End field a single milestone
will be added to the schedule. See
picture.
Note: Date information in a spread‐
sheet must
be
formatted
as
month/
day/year.
Date Information
Generates
A
Symbol,
Bar,
Symbol
Milestones Custom Fields
Date Information Generates A Symbol
Note: When Milestones Professional imports from excel it uses the symbols in the toolbox in a specific order.
This order is left to right, top to bottom. If you skip a date field in the mapping, Milestones skips a symbol in the tool‐
box. Once you get to the field Task_Start_Date_15 Milestones goes back to the top of the toolbar and uses the symbols
again, left
to
right
top
to
bottom.
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9-6
Task Milestone Date Custom Fields
When mapped into the following Milestones Custom Fields, date information from a spreadsheet will display individual
symbols in a Milestones schedule.
Milestone_Date_1
Milestone_Date_2
Milestone_Date_3
Milestone_Date_4
Note: Date information in a spreadsheet
must be formatted as month/day/year.
Task
Date
and
Time
Custom
Fields
When mapped into the following Milestones Custom Fields, date and time information from a spreadsheet will display sym‐
bols connected with a bar or just a symbol in a Milestones schedule. These symbols will be placed on the schedule at the
date and time as specified in the spreadsheet columns.
When date and time information from
columns in a spreadsheet are mapped
to a combination of Task_#_Start,
Year, Month, Day Hour, Minute and
Task_#_End, Year, Month, Day, Hour,
Minute (the # must be the same) a
start symbol, a bar and an end symbol
are
added
to
the
schedule.
See
pic‐
ture.
If only mapped to either the
Task_#_Start, Year, Month, Day Hour,
Minute or the Task_#_End, Year,
Month, Day, Hour, Minute fields a
single milestone will be added to the
schedule. See picture.
Date Information Generates A Symbol (Milestone)
Milestones Custom
Fields
Detailed Date Information Generates A Symbol, Bar, Symbol Or Just A Sybmol
Milestones Custom Fields
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9-7
Outline Level WBS Custom Field
When mapped into the following Milestones Custom Fields, Outline Level and WBS information from a spreadsheet will
display outline levels & WBS levels in the Milestones schedule.
Outline_Level
WBS_Number
Outline Level example:
Map the outline level field from a spreadsheet to the Outline Level field in Milestones.
Note:
Notice the Project column information
in the Milestones schedule is indented
based on the outline level. This indenta‐
tion was set up in the Milestones sched‐
ule before importing. Using the arrow
tool click on the column heading the
toolbar will change to Current Object
Column Heading choose Switch to Col‐
umn in the Column Type and Format
section. Type in a value under Indent
per Outline
Level.
Press
the
apply
but
‐ton. Every column needs an indention
value if you want the column to be in‐
dented based on the outline level.
You can map your Outline Level to a
column or you can set up an Outline
Level SmartColumn in Milestones be‐
fore importing and have Milestones populate the column. The Lev. Column (an outline level smart column) in the Mile‐
stones schedule was set up in Milestones prior to importing.
To have summary bars generate in a Milestones schedule choose the Layout tab. In the Other section choose Summary
Bar Settings. Under When to Draw choose Always.
WBS
Example:
WBS numbering works the same as the outlining import. Map the WBS field from the spreadsheet to the WBS field in Mile‐
stones. The column to be indented based on WBS must be set up with indention in the Milestones file before importing.
You can map your WBS numbering to a column or you can set up a WBS SmartColumn in Milestones before importing and
have Milestones populate the column. In Milestones you have the option to select your WBS formatting.
Outline Level Results
Milestones
Custom Fields
WBS Results
WBS Options
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9-8
Successors Custom Field
When mapped into the following Milestones field, Successor information from a spreadsheet will display vertical links be‐
tween tasks in the Milestones' schedule.
Successors
How to format successor information in the
spreadsheet.
1. Click on the cell with in the successor column
where the link is to start.
2. Next
enter
the
task
row
number
to
where
the
link is going. Note: The first task row in spread‐
sheet is counted as 0.
3. Finally, enter the direction of the link. Choose
from one of the following options: SF (Start to
Finish) SS (Start to Start) FS (Finish to Start) FF
(Finish to Finish).
Milestones Custom Field
Successors Results
Percent Complete Custom Field
When mapped into the following Milestones field, Percent Complete information from a spreadsheet will display the per‐
cent complete of a task by establishing a status symbol then filling the symbols and bars for a task with color.
Percent_Complete
Note:
To have percent complete be accurate, hourly
minute detail must be turned on in Milestones.
Choose the Dates tab. In the Start and End
Dates section, choose More Settings. Click
Hourly /Minute. Check both Allow Hourly and
Minute detail.
To have the task bars fill with color based on the
percent complete, you must have fill to status
turned on. Choose the Dates tab. In the Date
Related Settings section check both Symbols &
Bars: Fill
to
Status
Date
The 32nd symbol in the toolbox becomes the
status symbol. Double click this symbol in the
toolbox to change its properties.
Milestones Custom Field
Duration Custom Field
When mapped into the following Milestones fields, Duration information from a spreadsheet will display a symbol, bar,
symbol in the Milestones schedule.
Duration
Negative_Duration
Note:
A positive duration value in the spread‐
sheet is used to generate a symbol, bar, sym‐
bol when the task’s start date is available in
the spread sheet and imported.
A negative duration value in the spreadsheet
is used to generate a symbol, bar, symbol
when the task’s end date is available in the
spread sheet and imported.
The Negative_Duration import field in the
Milestones custom import is used only when a
negative number
can
not
be
used.
Milestones Custom Fields
Percent Complete Results
Duration Results
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10-1
Lesson 10 ‐ Working with a Master Schedule
In this lesson you will learn how to:
Create a master schedule from three sub‐schedules.
Make changes to the sub‐schedules, then update the master schedule.
With the Milestones Professional master scheduling system, you can combine schedules into a single "master" schedule. All
"sub‐schedules" that make‐up the master schedule should have the same format (same columns, symbology, legend, etc.).
Open the Schedule for this Lesson.
1. On the toolbar choose the File tab.
2. In the Files and Templates: Open and Save Options section, click
the down arrow next to Open.
3. Choose Lesson Chart.
4. Select Lesson 10 Starter Schedule.mld.
5. Save the schedule to an accessible folder on your hard drive, such as
your Documents folder. Choose the File tab, in the Files and Tem‐
plates: Open and Save Options section click Save As ... choose
Chart. This will insure you have access to saving and editing of this
tutorial file.
Note: Lesson 10 Starter Schedule.mld does not contain values or col‐
umn text because it is the "blank slate" that will fill‐up with the information from the sub‐schedules.
Lets look at the two sub schedules we will bring into the master schedule ( Lesson 10 Starter Schedule.mld). Project 1 Schedule
1. On the toolbar choose the File tab.
2. In the Files and Templates: Open and Save Options section, click the
down arrow next to Open.
3. Choose
Lesson
Chart.
4. Select Lesson 10 Project 1.mld.
5. Now Save the schedule to an accessible folder on your hard drive. This
will insure you access to saving and editing of this tutorial file.
Project 2 Schedule
1. On the toolbar choose the File tab.
2. In the Files and Templates: Open and Save Options section, click the
down arrow next to Open.
3. Choose Lesson Chart.
4. Select Lesson 10 Project 2.mld.
5. Now Save the schedule to an accessible folder on your hard drive. This
will insure you access to saving and editing of this tutorial file.
Note: All three schedules have the same format.
Lesson 10 Starter Schedule
Project 1 Schedule
Project 2 Schedule
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10-2
Set up the master schedule
1. Select the View tab.
2. In the Window Control section choose Switch Windows
3. From the menu choose Lesson 10 Starter Schedule.mld to make it the active schedule.
4. Choose the File tab.
5. In the Master/Update section choose Master Schedule... the Master Schedule Properties dialog box appears.
6. Check on Treat the Current Schedule as a Master Schedule.
7. Check
on
Automatically
Update
when
Master
Schedule
is
Opened.
8. Click the Add Schedule button.
9. Locate where you saved Lesson 10 Project 1.mld and select it.
10.Click the Open button.
11.Click the Add Schedule button.
12.Locate where you saved Lesson 10 Project 2.mld and select it.
13.Click the Open button.
14.Choose OK to return to the schedule. Nothing appears in the master schedule until you update it, as follows:
15.Choose the File tab.
16.In the Master/Update section choose Update Master Schedule, Linked Symbols then choose Master Schedule.
17.A dialog box appears showing which schedules were [Updated Successfully] or [Update Failed]. Choose OK to see the
new schedule.
Master Schedule
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10-3
Update the master schedule with changes to one of the sub‐schedules
1. Keep the master schedule open.
2. Select the View tab.
3. In the Window Control section choose
Switch Windows.
4. From the menu choose Lesson 10 Pro‐
ject 1.mld to make it the active sched‐
ule.
5. Click
on
the
arrow
tool
in
the
tool
‐
box.
6. Go to Team 1 ‐ Task 2 task row, and click
‐and‐drag the blue arrow status symbol
to the date 2/8. Notice the Percent
Complete has changed to 100%.
7. Click on the text tool in the toolbox.
8. In the Cost to Date column, on the Team
1, Task 2 cell, click on $600 and back‐
space through the number and change it
to 2000.
9. Save the schedule.
Notice that Funding Status symbol changed from green to red and the Actual bars in the DataGraph for January and Feb‐
ruary show an increase.
10.Select the View tab.
11.In the Window Control section choose
Switch Windows.
12.From the menu choose Lesson 10 Starter
Schedule.mld to make it the active
schedule.
13.Choose the
File
tab.
14.In the Master/Updates section choose
Update Master Schedule, Linked Sym‐
bols then choose Master Schedule.
15.A dialog box appears showing which
schedules were [Updated Successfully] or
[Update Failed]. Choose OK to see the
new schedule.
Notice that the changes made in the Lesson 10 Project 1.mld schedule appear in the Master Schedule.
Notes:
You only need to set up the master schedule once.
Changes in the master schedule do not appear in the sub‐schedules.
When the underlying schedules are changed (and saved) and the master schedule is updated, the master
schedule will reflect the most recent saved changes.
Schedules on other computers on your network can be referenced by a master schedule.
Because master and sub‐schedules need to have the same format, it's best to use a template when initially
creating all
sub
‐schedules
and
the
master
schedule.
Project 1 Schedule
With
Changes
Master Schedule
With
Changes
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11-1
Lesson 11 ‐ Introduction to DataGraphs and ValueSets 1, 2, & 3
In this lesson you will learn how to:
Create a Type 1 ValueSet: Keyed‐in Global Values. “Budget”
Create a Type 2 ValueSet: Sum of Values Keyed into Task Rows. “Costs”
Create a Type 3 ValueSet: Allocate Column Values Across Timeline. “Manhours”
Enter the values for the "Costs" ValueSet.
Set up DataGraphs that Display the ValueSets.
Create a Values SmartColumn (a column that contains values).
Enter Values in the Values SmartColumn
Open the Schedule for this Lesson.
1. On the toolbar choose the File tab.
2. In the Files and Templates: Open and Save Options section,
click the down arrow next to Open.
3. Choose Lesson Chart.
4. Select Lesson 11 Starter Schedule.mld.
5. Save the schedule to an accessible folder on your hard drive,
such as your Documents folder. Choose the File tab, in the
Files and Templates: Open and Save Options section click Save
As ... choose Chart. This will insure you have access to saving
and editing of this tutorial file.
Schedule with DataGraph Generated form ValueSets
You may have numerical information that you would like to
show along with your schedule. These numerical values are
contained in value categories called ValueSets (e.g. Manhours,
Budget, and Costs) and can be graphed in any of three possi ‐
ble DataGraphs, as well as totalled for each row (in columns).
There ar e five different types of ValueSets possible with Mile‐
stones Professional. In this lesson you will learn about Types 1,
2, and 3; how to incorporate the values in columns into Value‐
Sets; how to change ValueSet properties; how to add Value‐
Sets to DataGraphs; and how to change the properties of the
DataGraphs.
Lesson 11 Starter Schedule
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11-2
Create the Type 1 ValueSet: Keyed‐in Global Values "Budget"
First, let's create one Type 1 ValueSet. These values are entered by specified
time increments (daily, weekly, monthly, etc.) and do not relate to specific
tasks. Here, we will enter monthly Budget values for the whole project, not
values for each task row.
1. Click the Tools tab.
2. In the Graph Options section choose Set Up ValueSets. The Create or Edit
ValueSets dialog box appears.
3. For
the
Set
Alignment
for
ValueSets
option
choose
Monthly
as
the
time
period to align the values:
4. Click the first Create/Edit button (to the left of 1: No Name Assigned ...) to
reach the ValueSet Properties dialog box.
5. For ValueSet Name enter Budget.
6. Under the Data Source tab, choose Type 1 as the ValueSet type.
7. Click the Display/Edit Values... button. The Edit Values dialog box comes up.
8. In the Edit Value dialog box enter a monthly budget value in each cell under
Value.
Note: The From date for row 1 is defined by the start date of this schedule
(1/1/07). The To date for row 1 is defined by the monthly alignment, as
chosen in Step 2. Thus, row 1 is January's budget, row 2 is February's
budget, and so on.
9. Choose OK to return to the ValueSet Properties dialog box.
10.Click the Graphic Properties tab to make selections for the "look" of these values in
the DataGraph. Set your ValueSet Display Properties and Graph Properties as de‐
picted.
11.Click OK to return to the Create or Edit ValueSets dialog box (keep this dialog box
open for the next set of instructions).
Create ValueSet
Align Values By The Month
Graphic Properties
Entered Values
ValueSet Type
ValueSet
Enter Values
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11-3
Create the Type 2 ValueSet: Sum of Values Keyed into Task Rows. "Costs"
Now, let's create one Type 2 ValueSet. These values are entered by specified time increments (daily, weekly, monthly, etc.)
and DO relate to specific tasks (unlikeType 1). Later, we will enter monthly Costs values for each of the project steps.
1. Click the second Create/Edit button (to the left of 2: No
Name Assigned ...) to reach the ValueSet Properties
dialog box.
2. For ValueSet Name enter Cost.
3. Under the Data Source tab, choose Type 2 as the Value‐
Set type.
4. Click the Graphic Properties tab to
make selections for the "look" of these values in the DataGraph. Set your Val‐
ueSet Display Properties and Graph Properties as depicted.
5. Click OK to return to the Create or Edit ValueSets dialog box (keep this dia‐
log box open for the next set of instructions).
Note: Row
2.
Cost.
Contains
0 Values.
Values
will
be
entered
later.
Create the Type 3 ValueSet: Allocate Column Values Across Timeline."Manhours"
Now, let's create one Type 3 ValueSet. These values are taken from a Values SmartColumn, then evenly distributed across
each task's Gantt bar, and graphed by time period in the DataGraph. Here, the Manhours column will contain the values for
this Manhours ValueSet.
1. Click the third Create/Edit button (to the left
of 3: No Name Assigned ...) to reach the Val‐
ueSet Properties
dialog
box.
2. For ValueSet Name enter Manhours.
3. Under the Data Source tab, choose Type 3 as
the ValueSet type.
4. For Select Column scroll to 11. Manhours
5. Check on Allocate to Current Date.
6. Click the Graphic Properties tab to make selections for the "look" of these
values in the DataGraph. Set your ValueSet Display Properties and Graph
Properties as depicted.
7. Click OK to return to the Create or Edit ValueSets dialog box, where you
should have these three ValueSets:
8. Choose OK to return to the schedule.
Note: You will not notice a change in the schedule because the Data‐
Graph is not set‐up.
Graphic Properties
Graphic Properties
ValueSet Type
ValueSets
ValueSet Type
ValueSets
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11-4
Enter the values for the "Costs" ValueSet.
The Costs ValueSet already exists, yet does not contain values. On a row‐by‐row basis, we will now enter those values.
Enter the costs for the Research task row... 1. Click the arrow tool in the Toolbox.
2. On the schedule, right‐click the word Research, from the right click menu choose Edit ValueSet .
3. Click the Edit button to the left of 2. Costs.
4. The Edit Values dialog box appears. Since Research takes place only in January and February,
there are
no
costs
associated
with
other
months.
Therefore,
enter
2000.00
for
January
and
5000.00 for February as depicted.
Note: The From date for row 1 is defined by the start date of this schedule. The To date for row 1 is defined by the
monthly alignment, as chosen when the Budget ValueSet was created. Thus, row 1 is January's costs, row 2 is February's
costs, and so on.
5. Click OK, and OK again, to return to the schedule.
Enter the costs for Design... 1. Right‐click the word Design and choose from the right click menu Edit ValueSet .
2. Click the Edit button to the left of 2. Costs.
3.
Since
Design
takes
place
only
in
February
and
March,
there
are
no
costs
associated
with
other
months.
Therefore,
enter
4000.00 for February and 2000.00 for March.
4. Click OK, and OK again, to return to the schedule.
Enter the costs for Prototype... 1. Right‐click the word Prototype and choose from the right click menu Edit ValueSet.
2. Click the Edit button to the left of 2. Costs.
3. Since Prototype takes place only in March, there are no costs associated with other months. Therefore, enter 1400.00
March.
4. Click OK, and OK again, to return to the schedule.
Enter the
costs
for
Testing...
1. Right‐click the word Testing and choose from the right click menu Edit ValueSet .
2. Click the Edit button to the left of 2. Costs.
3. Since Testing takes place only in March and April, there are no costs associated with other months. Therefore, enter
1400.00 for March and 4500.00 for April.
4. Click OK, and OK again, to return to the schedule.
Note: You will see the values you entered in each task row however the graph will not appear yet.
Values Edit ValueSet
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11-5
Set up the DataGraphs that will Display the ValueSets.
In the previous steps, you set up three ValueSets ( Budget, Costs, and Manhours ) and entered the values for two of those
ValueSets ( Budget and Costs ).
Next, you will set up two DataGraphs: the first will display Budget and Costs , and the second will display Manhours.
1. Click the Tools tab.
2. In the Graph Options section choose Setup Data‐
Graph. The DataGraph Options dialog box appears.
3. Under the DataGraph 1 tab, make the selections as de‐
picted:
4. Click the Assign ValueSets to this Graph... button the
Assign ValueSet to DataGraph dialog box comes
up. Check on 1. Budget. Contains 4 Values and 2.Cost.
Contains 5 Values as depicted:
5. Click OK
6. Click the DataGraph 2 tab, and make the selections as depicted:
7. Click the Assign ValueSets to this Graph... button. Click the Assign
ValueSets to this Graph... button the Assign ValueSet to Data‐
Graph dialog box comes up. Check on 3. Manhours. Contains 4
Values as depicted:
8. Click OK and OK to return to the schedule.
Note: The Manhours datagraph will not be generated until the
Manhours column is set‐up as a Values SmartColumn.
DataGraph Options
DataGraph Options
Assigned ValueSets
Assigned ValueSets
Schedule with DataGraph
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11-6
Enter Values in the "Manhours" Values SmartColumn
1. Click the text tool in the Toolbox.
2. Click once in the Manhours column for the Research task row.
3. Enter a value like 500. As you enter a number the graph will build.
4. Hit Enter or Return or the down arrow key on your keyboard, to get
to the next task row's Manhours cell.
5. Enter the next value, then go the next task row's Manhours cell.
6. Continue to enter the values for the whole Manhours Values SmartColumn. When the last value is entered do not click
enter or down arrow. Simply click with your mouse outside the schedule. If you do select enter or the down arrow this
will take you to a second page. To get back to the first page choose the Edit tab. In the Delete section choose Current
page.
Create a Values SmartColumn that Contains User‐Entered Values
You will change the Manhours column to a Values SmartColumn, then enter values for that column.
1. Click the Manhours column heading. The toolbar will change to the Selection tab Current Object :Column Heading
choose Switch to Column.
2. In the Column Type and Format section click the down arrow and choose Values. The Indicators for Values column dia‐
log box appears.
3. In the Indicators for Values column dialog box, choose OK to return to the schedule
Note: You will now see 0's in the Manhours SmartColumn.
Values
Schedule With DataGraphs
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12-1
Lesson 12 ‐ Create Type 4 and Type 5 ValueSets, ValueSet SmartColumns, and DataGraphs
In this lesson you will learn how to:
Create Two Type 4 ValueSets (values embedded in symbols). “MATERIAL” & “LABOR”
Create One Type 5 ValueSet (values totalled from other ValueSets). Totals “MATERIAL” & “LABOR”
Create Two DataGraphs that Display the Three ValueSets
Create ValueSet SmartColumns (total the values embedded in symbols, row‐by‐row).
Open the Schedule for this Lesson.
1. On the toolbar choose the File tab.
2. In the Files and Templates: Open and Save Options section, click
the down arrow next to Open.
3. Choose Lesson Chart.
4.
Select
Lesson
12
Starter
Schedule.mld.
5. Save the schedule to an accessible folder on your hard drive, such as
your Documents folder. Choose the File tab, in the Files and Tem‐
plates: Open and Save Options section click Save As ... choose
Chart. This will insure you have access to saving and editing of this
tutorial file.
This schedule will track material costs, labor costs, and the total of the
two costs. The yellow symbols will contain labor cost values, and the
blue symbols will contain material cost values. Lesson 12 Starter Schedule
You may have numerical information that you would like to show along with your schedule. These numerical values are con‐
tained in value categories called ValueSets and can be graphed in any of three possible DataGraphs, as well as totalled for
each row (in columns).
Type 4 ValueSet values are attached to symbols (as shown above). When the symbol moves, the values move with them. If
the symbols move to a new time period (from January to February), then the DataGraph changes. If any values, attached to
the symbols, increase or decrease, then the column values and DataGraph values also change. Each symbol can contain up
to 9 ValueSet categories.
The Type 5 ValueSet can total up to 8 other ValueSets (as shown above). In this example, it will total two other ValueSets.
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12-2
Create Two Type 4 ValueSets (values embedded in symbols). “MATERIAL” & “LABOR”
First, let's create two Type 4 ValueSets (Uses values from symbol). Then we'll create one Type 5 ValueSet (Total of two Value‐
Sets), and two DataGraphs that display all three ValueSets.
1. Click the Tools tab.
2. In the Graph Options section choose Set Up ValueSets. The Create or Edit ValueSets dialog box appears.
3. Choose Monthly
as the time period to align the values:
4. Click the first Create/Edit button (to the left of 1: No Name Assigned.) to
reach the ValueSet Properties dialog box.
5. For ValueSet Name enter Material.
6. Under
the
Data
Source
tab,
choose
Type
4 as
the
ValueSet
type.
7. Click the Graphic Properties tab to make selections for the "look" of these
values in the DataGraph. Set your ValueSet Dis‐
play Properties and Graph Properties as depicted.
8. Click OK to return to the Create or Edit ValueSets dialog box.
9. Click the next Create/Edit button (to the left of 2: No Name Assigned) to reach the
ValueSet Properties dialog box.
10.For ValueSet Name enter Labor.
11.Under the Data Source tab, choose Type
4 as
the
ValueSet
type.
12.Click the Graphic Properties tab to make
selections for the "look" of these values in
the DataGraph. Set your ValueSet Display
Properties and Graph Properties as de‐
picted.
13. Click OK to return to the Create or Edit
ValueSets dialog box. You now have two
Type 4 ValueSets that do not contain values
(that comes later). keep this dialog box
Align Data
Create ValueSet
Create ValueSet
ValueSet Type
ValueSet Properties
ValueSet
Properties
ValueSet Type
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12-3
Create One Type 5 ValueSet (values totalled from other ValueSets). Totals “Material”and “Labor”
1. Click the third Create/Edit button (to the left of 3: No Name Assigned ) to reach the ValueSet Properties dialog box.
2. For ValueSet Name enter Total.
3. Under the Data Source tab, choose Type 5 as the ValueSet type.
4. Click the Pick ValueSets to Sum button. The Select ValueSets to Sum dialog
box appears.
5. In the Select ValueSets to Sum dialog box Check on 1. Material and 2. La‐
bor.
6. Click OK.
7. Click the Graphic Properties tab to make selections for the "look" of
these values in the DataGraph. Set your ValueSet Display Properties
and Graph Properties as depicted.
8. Click OK to return to the Create or Edit ValueSets dialog box. You now
have two Type 4 ValueSets and one Type 5 ValueSet, none of which
contains values. Choose OK to exit.
Note:
Nothing
visible
has
changed.
ValueSet Properties
ValueSet Type
Select ValueSets
Create ValueSet
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12-4
Create Two DataGraphs that Display the Three ValueSets
The first DataGraph will contain the Labor ValueSet and the Material ValueSet, while the second DataGraph will contain the
Total ValueSet.
1. Click the Tools tab.
2. In the Graph Options section choose Setup DataGraph. The DataGraph Options dialog box appears.
3. Under the DataGraph 1 tab, make the selections as depicted:
4. Click the Assign ValueSets to this Graph... button. Check on 1. Material and 2. Labor,
then click OK as depicted.
5. Under the DataGraph 2 tab, make the selections as depicted:
6. Click the Assign ValueSets to this DataGraph button. Check on 3. Total, then click
OK.
7. Click OK to return to the schedule, where your DataGraphs should look like this:
Select ValueSets
DataGraph Options
DataGraph Options
Select ValueSets
Schedule With DataGraphs
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12-5
Enter "Symbol Values" for Material and Labor ValueSets
For each symbol, you can enter a value for Material ValueSet and/or Labor ValueSet. In this lesson, let's enter Labor cost
values in the yellow symbols, and enter Material cost values in the blue symbols, in keeping with the color scheme of the
columns and DataGraph.
1. Click the arrow tool in the Toolbox.
2. Click the left‐most yellow symbol on the Project A task row.
The toolbar will change to the Selection tab Current Ob‐
ject :Symbol choose the ValueSets tab.
3. In
the
Labor
slot,
enter
a currency
value
(without
the
$ sign),
such as 800 for $800 press the apply button .
4. Click the next symbol (blue symbol) on the Project A task row.
5. In the Material slot, enter a currency value (without the $
sign), such as 1000 for $1,000 press the apply button .
6. Click the next symbol on the Project A task row. Since this is a
yellow symbol, in the Labor slot, enter a value, then click OK.
Keep the value entries between $300 and $1,000.
7. Continue this process, entering Material values for each blue
symbol. Keep the value entries between $300 and $1,000.
8. Continue
this
process,
entering
Labor
values
for
each
yellow
symbol. Keep the value entries between $300 and $1,000.
As you enter each value you can see the graph change.
The Y ‐axis values in the DataGraph are automatically calculated and will adjust to changing values. Optionally, you can over ‐
ride them by right ‐clicking the appropriate DataGraph, choosing DataGraph Properties , then entering High Number , Incre‐
ment and Low Number . You should only do this after all values are entered.
Create ValueSet SmartColumns (total the values embedded in symbols, row‐by‐row).
ValueSet SmartColumns sum specified ValueSets for each task row. For example, if we define the Material Costs column as a
ValueSet SmartColumn that "uses" the MaterialValueSet values, then it will total those dollars for each task row.
Enter Material Costs
1. Click the Material Costs column heading. The tool‐
bar will change to the Selection tab Current Ob‐
ject :Column Heading choose Switch to Column.
2. In the Column Type and Format section. Click the
down arrow, scroll and choose ValueSet from the
menu. The ValueSet Options dialog box appears.
3. For ValueSet to Use, choose 1. Material.
4. Choose OK to return to the schedule.
Enter Labor Costs
1.
Click
the
Labor
Costs
column
heading.
The
toolbar
will change to the Selection tab Current Ob‐
ject :Column Heading choose Switch to Column.
2. In the Column Type and Format section. Click the
down arrow and choose ValueSet from the
menu. The ValueSet Options dialog box appears.
3. For ValueSet to Use, choose 2. Labor..
4. Choose OK to return to the schedule.
You should see the value totals for each row, including the All Pro‐
jects row. We did not enter values for this row; however, since the
schedule is outlined, the lower ‐level values are summed on (or "roll ‐
up" to) the upper ‐level tasks.
Enter Labor Values
Enter Material Values
Schedule With
Datagraphs
Generated
From
Type
4 And
5 ValueSets
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13-1
Lesson 13 ‐ Calculation/Indicator Columns and Percent Complete Pies
In this lesson you will learn how to:
Create a Percent Complete SmartColumn with a Percent Complete Pie.
Create Two Values SmartColumns (columns that contain values), “Cost” &
“Budget”.
Enter Values in to the Values Smart Columns, “Cost” & “Budget”.
Create One Calculation/Indicator SmartColumn and Set Conditions for
Symbols to Appear.
Open the Schedule for this Lesson.
1. On the toolbar choose the File tab.
2. In the Files and Templates: Open and Save Options section, click the
down arrow next to Open.
3. Choose Lesson Chart.
4. Select Lesson 13 Starter Schedule.mld.
5. Save the schedule to an accessible folder on your hard drive, such as
your Documents folder. Choose the File tab, in the Files and Templates:
Open and Save Options section click Save As ... choose Chart. This will
insure
you
have
access
to
saving
and
editing
of
this
tutorial
file.
Note: This schedule has basic schedule information already included: task
names, symbols and connectors, column headings, a legend, and a Toolbox
containing the specific symbols needed for a "stoplight" indicator schedule. Lesson 13 Starter Schedule
Create a Percent Complete SmartColumn with a Percent Complete Pie.
Percent Complete is used for showing and maintaining your project's progress. By default, this column will show progress
based on the current date (here, the vertical dotted line). If you want to establish progress differently, you can create a
status symbol ( here, the yellow arrow) to manipulate the progress of project tasks as necessary.
1. Click the % Comp. column heading. The toolbar will change to the Selec‐
tion tab Current Object :Column Heading choose Switch to Column .
2. In the Column Type and Format section click the down arrow in the box
that contains (none) scroll and choose Percent Complete. The Percent
Complete Settings dialog box appears.
3. In the Display Settings check on Include Percent Complete Symbol in
column.
4. Choose Symbol on Left.
5. Click OK to return to the schedule. Your schedule will now have informa‐
tion in the % Comp. column.
6. Click the arrow tool in the Toolbox.
7. Go to the Carpet/Flooring task Click (and hold the mouse button) on the
status symbol, and move the symbol to the left or right, then release the
mouse button. Notice the % change in the Percent Complete column for this
task.
8. Click the text tool in the Toolbox.
9. Move the cursor to Carpet/flooring task click after the 45% in the Percent
Complete cell. Back space through the 45%.
10.Enter a new value, such as 75 (for 75%), then click Enter on your key‐
board. Notice that the status symbol moved to match the new percent
Percent Complete Column
Percent Complete
Change
A Values SmartColumn contains numbers that
the user enters. A Calculation/
IndicatorSmartColumn can perform a basic
calculation ( ‐+\x) between two columns that
contain values, then display the calculated
values and/or symbols based on those calcu‐
lated values.
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13-2
Create Two Values SmartColumns, “Cost” & “Budget”.
You will change both the Cost and Budget columns to Values SmartColumns, then enter values for each.
1. Click the arrow tool in the toolbox.
2. Click the Cost column heading. The toolbar will change to the Selection tab Current Object :Column Heading choose
Switch to Column.
3. In the Column Type and Format section click the down arrow in the box that contains (none) scroll and choose Val‐
ues. The Indicators for Values Column dialog box appears.
4. Click OK because you only want to display the values that you will enter.
5. On the toolbar in the Column Type and Format section under Decimal Places: check on Currency.
Now, do the same for the Budget column.
1. Click the Budget column heading. The toolbar will change to the Selection tab Current Object :Column Heading choose
Switch to Column.
2. In the Column Type and Format section click the down arrow in the box that contains (none) scroll and choose Val‐
ues. The Indicators for Values Column dialog box appears.
3. Click OK because you only want to display the values that you will enter.
4. On the toolbar in the Column Type and Format section under Decimal Places: check on Currency.
Cost and Budget Values SmartColumns Schedule
Enter Values into the Values SmartColumns,, “Cost” & “Budget”.
1. Click the text tool in the toolbox.
2. Click once in the Cost column for the Foundation task row (The BHSubdiv, Lot 50 task is the sum‐
mary level. All information for this task will fill in based on the lower level tasks).
3. Enter a value like 500 (for $500).
4. Hit Enter or Return or the down arrow key on your keyboard, to get to the next taskrow's Cost
cell.
5. Enter another value, then go the next task row's Cost cell.
6. Continue to enter values for the whole Cost Values SmartColumn.
7. Repeat the process for the Budget Values SmartColumn.
Note: Cost and Budget values for the Blockhouse Subdiv, Lot 50 task row are automatically totalled because the schedule is
outlined. This setting is under Layout menu in the Other section choose Summary Bar Settings...
Cost and Budget
Values SmartColumns
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13-3
Calculation Setting
Create One Calculation/Indicator SmartColumn and Set Conditions for Symbols to Appear
Now, let's define the Budget ‐(minus) Cost column as a Calculation/Indicator SmartColumn that subtracts the Cost column
values from the Budget column values, then displays symbols based on those values.
1. Click the Budget ‐ Cost column heading. The toolbar will change to the Selection tab Current Object :Column Heading
choose Switch to Column.
2. In the Column Type and Format section click the down arrow in the box that contains (none) choose Calculation/
Indicator. The Calculation Settings dialog box appears.
3. In the Calculation tab choose Calculation of Two Columns.
4. Under
Calculation
of
Two
Columns
in
the
first
box
click
the
down
arrow
scroll
and
choose:
12:
Budget
, in
the
second
box click the down arrow scroll and choose the minus sign (‐), in the third box click the down arrow scroll and choose:11:
Cost as depicted below.
5. Because
we
want
this
schedule
to
show,
a red
"stoplight"
symbol
to
appear
when
Cost
exceed
Budget
for
a task;
a green
symbol when the Budget exceeds the Cost values; and yellow when the Budget is equal to the Cost. Click the Graphical
Indicators tab.
6. For Column to Compare, choose 13. Budget ‐ Cost as depicted below:
7. Choose Align Symbol on Left as depicted below:
8. Check on Display numerical value also as depicted below:
9. Choose Pick indicator symbology based upon the following conditions: as depicted below:
10.Under
Pick
indicator
symbology
based
upon
the
following
conditions:
selection, click the drop‐down arrow to view 10 active/ignored symbols
and their conditions.
Indicator Symbology
Calculation Setting
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13-4
11.Click on the first symbol in the list and the Indicator Condition Settings box
will appear. Make the selections and enter the parameters as depicted
Note: The indicator symbol list is drawn from the symbols in the toolbox.
12.Choose OK to return to the Calculation Settings dialog box
13.Under Pick indicator symbology based upon the following conditions selec‐
tion, click the drop‐down arrow to view 10 active/ignored symbols and their
conditions.
14.Click on the second symbol in the list and the Indicator Condition Settings
box will appear. Make the selections and enter the parameters as depicted.
15.Choose OK to return to the Calculation Settings dialog box.
16.Under Pick indicator symbology based upon the following conditions selec‐
tion, click the drop‐down arrow to view 10 active/ignored symbols and their
conditions.
17.Click on the third symbol in the list and the Indicator Condition Settings
box will appear. Make the selections and enter the parameters as depicted.
18.Choose OK to return to the Calculation Settings dialog box.
19.Click OK to return to the completed schedule. Now your Budget‐Cost col‐
umn should contain numbers and indicators.
20.Click on the Budget‐ Cost column heading the toolbar will change to the Selection tab. In the Current Object Column
Heading section choose Switch to Column.
21.In the Column Type and Format section under Decimal Places: check on Currency. Below is the completed schedule.
Indicator Conditions
Schedule With Calculation Indicator Column
Indicator Conditions
Indicator Conditions
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14-1
Lesson 14 ‐ Values SmartColumn with Indicator Symbols, Text and/or Coloring
In this lesson you will learn how to:
Create One Values SmartColumn with User‐Entered Values.
Create one Values SmartColumn with Indicator Symbols.
Create a Values SmartColumn that Contains Color or Text Instead of Indicator Symbols.
A Values SmartColumn can contain numbers and/or indicator symbols based on the numbers from the same column or an‐
other column with values.
Open the Schedule for this Lesson.
1. On the toolbar choose the File tab.
2. In the Files and Templates: Open and Save Options section, click the
down arrow next to Open.
3. Choose Lesson Chart.
4. Select Lesson 14 Starter Schedule.mld.
5. Save the schedule to an accessible folder on your hard drive, such as
your Documents folder. Choose the File tab, in the Files and Templates:
Open and Save Options section click Save As ... choose Chart. This will
insure you
have
access
to
saving
and
editing
of
this
tutorial
file.
Note:
The schedule for this lesson will track sales figures for various salesmen
and display symbols based on those sales figures.
This schedule has basic schedule information already included: task names, symbol and connectors, column headings, a
legend, and a Toolbox containing the specific symbols that will be used for indicator symbols.
Lesson 14 Starter Schedule
Create One Values SmartColumn with User‐Entered Values.
You will change the Sales Figures column to a Values smartcolumn, then enter values for that column.
1. Click
the
Sales
Figures
column
heading.
The
toolbar
will
change
to
the
Selection
tab
Current
Object
:Column
Heading
choose Switch to Column.
2. In the Column Type and Format section click the down arrow and choose
Values. The Indicators for Values Column dialog box appears.
3. Click OK because you only want to display the values that you will enter.
4. In the Column Type and Format section under Decimal Places: click the
arrow and choose 0. Check on Currency.
Enter values in the "Sales Figures" Values SmartColumn 1. Click the text tool in the Toolbox.
2. Click once in the Sales Figures column for the Salesman 1 task row.
3. Enter a value like 75000 (for $75,000).
4. Hit Enter or the down arrow key on your keyboard, to get to the next task row's Sales Fig‐
ures cell.
5. Enter another value, then go the next task row's Sales Figures cell.
6. Continue to enter values for the whole Sales Figures Values SmartColumn.
7. When you complete your last entry do not hit enter or you will be taken to a second page.
Simply click your mouse outside of the cell.
Toolbar
Sales Figures
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14-2
Create One Values SmartColumn with Indicator Symbols.
You will change the Sales $ Indicator column to a Values smartcolumn. This column will look at the values in the Sales Fig‐
ure column, then display symbols based on criteria established.
1. Click the Sales $ Indicator column heading. The toolbar will change to the
Selection tab Current Object :Column Heading choose Switch to Column.
2. In the Column Type and Format section click the down arrow and choose
Values. The Indicators for Values Column dialog box appears.
3. For Column to Compare, choose 11. Sales Figures.
4. Choose Symbol size 1.20.
5. Uncheck Display numerical value also because this column will only contain symbols.
6. Choose Align Symbol in Center.
7. Choose Pick indicator symbology based upon the following conditions as depicted below:
8. Under Pick indicator symbology based upon the following conditions: click the drop‐
down arrow to view 10 active/ignored symbols and their conditions.
9. Click on the first symbol in the list and the Indicator Condition Settings box will ap‐
pear.
10.Make the selections and enter the parameters as depicted. Now, Sales Figures values
from $0 to $29,999 will result in the appearance of the down arrow.
11.Choose OK
to
return
to
the
Indicators
for
Values
Column
dialog
box.
12.Under Pick indicator symbology based upon the following conditions:, click the drop
‐down arrow to view 10 active/ignored symbols and their conditions.
13.Click on the second symbol in the list and the Indicator Condition Settings box will
appear. Make the selections and enter the parameters as depicted. Now, Sales Figures
values from $30,000 to $74,999 will result in the appearance of the left facing arrow.
14.Choose OK to return to the Indicators for Values Column dialog box.
15.Under Pick indicator symbology based upon the following conditions: click the drop‐
down arrow to view 10 active/ignored symbols and their conditions.
16.Click on the third symbol in the list and the Indicator Condition Settings box will ap‐
pear. Make the selections and enter the parameters as depicted. Now, Sales Figures
values from $75,000 to $99,999 will result in the appearance of the yellow diamond.
17.Choose OK to return to the Indicators for Values Column dialog box.
18.Under Pick indicator symbology based upon the following conditions: click the drop
‐down arrow to view 10 active/ignored symbols and their conditions.
19.Click on the fourth symbol in the
list and the Indicator Condition Set‐
tings box will appear. Make the selec‐tions and enter the parameters as de‐
picted below: Now, Sales Figures
values from $100,000 and above will
result in the appearance of the green
diamond.
20.Click OK, and OK again, to return to the completed schedule.
Indicator for Values
First Symbol Indicator Condition
Second Symbol Indicator Condition
Third Symbol Indicator Condition
Fourth Symbol Indicator Condition
Symbol Indicator
Schedule
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14-3
Create a Values SmartColumn that Contains Color or Text Instead of Symbols.
1. Click the Sales $ Indicator column heading. The toolbar will change to the Selection tab Current Object :Column Heading
choose Switch to Column.
2. In the Column Type and Format section click the Properties button. The Indicators for Values Column dialog box ap‐
pears.
3. Under Pick indicator symbology based upon the following conditions: click the drop‐down arrow to view 10 active/
ignored symbols and their conditions.
4. Click on the Second symbol (yellow left pointing arrow) in the list and the Indicator Condition Settings box will appear.
Make the
selections
and
enter
the
parameters
as
depicted.
5. Click OK, and OK again, to return to the completed schedule.
The schedule now shows the cell that once contained the arrow
indicator now contains text Average displayed with a colored back‐
ground.
Text With Colored Cell Indicator Schedule
Indicator Conditions
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15-1
Lesson 15 ‐ Stoplight SmartColumn
In this lesson you will learn how to:
Create a Stoplight column
Have Standard stoplights appear in a column
Have Custom stoplights appear in a column
Open the Schedule for this Lesson.
1. On the toolbar choose the File tab.
2. In the Files and Templates: Open and Save Options section, click
the down arrow next to Open.
3. Choose Lesson Chart.
4. Select Lesson 15 Starter Schedule.mld.
5. Save the schedule to an accessible folder on your hard drive, such as
your Documents folder. Choose the File tab, in the Files and Tem‐
plates: Open and Save Options section click Save As ... choose
Chart. This will insure you have access to saving and editing of this
tutorial file.
Lesson 15 Starter Schedule
Create Stoplight Column with Standard Stoplights
1. Click the Stoplight column heading. The toolbar will change to the Selection tab Current Object :Column Heading choose
Switch to Column.
2. In the Column Type and Format section click the down arrow and choose Stoplight. The Stoplight Options dialog box
appears.
3. Choose Standard Stoplight.
Built‐in stoplights appear based on user‐enter numbers (1 = green, 2 = yellow, 3 = red, 4 = blue). G, Y, R, and B can appear
with the stoplights. Optionally, display color‐fills instead of the stoplights.
4. Click OK. You will not see any change in your schedule
5. Click the text tool in the toolbox. Move the cursor to first cell
under the word Stoplight, click the mouse the cursor will now be
in the cell, type 1 in the cell.
6. Click the down arrow on the keyboard to move to the next cell
under the Stoplight column and enter 2.
7. Click the down arrow on the keyboard to move to the next cell
under the Stoplight column and enter 3.
8. Click the down arrow on the keyboard to move to the next cell
under the Stoplight column and enter 4. Click your mouse out‐
side of the cell. Your schedule should now look like this:
Standard Stoplight
Standard Stoplight Schedule
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Fill the Cell with Color Instead of Displaying Standard Stoplights.
1. Click the Stoplight column heading. The toolbar will change to the Selection tab
Current Object :Column Heading choose Switch to Column.
2. In the Column Type and Format section click the Properties button. The Stoplight
Options dialog box appears.
3. Choose Standard Stoplight.
4. Check on Fill the cell with color instead of displaying a symbol.
5. Click OK.
Stoplight Options
Have Custom Stoplights Appear in a Column
1. Click
the
Stoplight
column
heading.
The
toolbar
will
change
to
the
Selection
tab
Current
Object
:Column
Heading
choose
Switch to Column.
2. In the Column Type and Format section click the Properties button. The Stoplight Options dialog box appears.
3. Check off Fill the Cell with color instead of displaying a symbol.
4. Under Custom Stoplight choose Custom.
5. For Number click the scroll arrow choose 10.
6. For Symbol click the scroll arrow choose the red star.
7. For Text type in Finish.
8. For Number click the scroll arrow choose 9.
9. For
Symbol
click
the
scroll
arrow
choose
the
yellow
diamond.
10.For Text type in Behind.
11.For Number click the scroll arrow choose 8.
12.For Symbol click the scroll arrow choose the red oval.
13.For Color choose Change and pick Fuchsia. This will change the ovals color from red.
14.For Text type in Ahead.
15.Click OK. You will not see any change in your schedule
16.Click the text tool in the toolbox. Move the cursor to first cell
under the word Stoplight, click the mouse the cursor will now be in
the cell,
backspace
through
the
current
entry
then
type
10
in
the
cell.
17.Click the down arrow on the keyboard to move to the next cell under
Cells Filled With Color Schedule
Custom Stoplight
Custom Stoplight