Simplicity 5/14 Manuale Utente

iMilestones Simplicity 2010User Manual

Introduction 1-2Make changes in secondsWith Milestones Simplicity, you’ll fi nd that it’s a breeze to update and change any existing schedule in second

Distribute and Present Schedules 10-2Create a graphic only of each schedule pageWith the Internet Publishing Wizard, create a picture (bitmap) of eac

Distribute and Present Schedules 10-38. Choose Browse to select the fi le name and location for the HTML and graphics fi les.HTML fi les or images create

Distribute and Present Schedules 10-4Save to PDF The Save option Save As PDF enables Milestones Simplicity to directly save to a PDF fi le. Users can

Quick Reference Tables A-1Appendix A: Quick Reference TablesScheduling BasicsTO ADD OR SET: DO THIS:Project step or other column text Using the

Quick Reference Tables A-2Fiscal year starting month Choose Dates | Start and End Dates | More Settings. Then click the Yearly/Monthly t

Quick Reference Tables A-3Page to a schedule Choose Insert | Page | Insert a New Page before Current Page or Insert a New Page After t

Quick Reference Tables A-4Dates of all the milestones on your schedule Choose Dates | Date Range Tools | Shift all task dates to shift all s

Quick Reference Tables A-5 Click File | Files and Templates: Open and Save Options | Save As... Next, click Standard Templat

Quick Reference Tables A-6Scale your schedule by horizontal In the Printing Options dialog box, choose Use and vertical scaling factors y

Support B-1Appendix B: Support and Where to Get More InformationHelp Reference InformationMilestones Simplicity offers extensive reference information

Introduction 1-3Easily show progressThe Fill to Status Date feature is an easy way to show progress. When this option is turned on for symbols and/or

Support B-2

Index C-1Aaddcolumns 6-5graphics 2-16horizontal bar 2-6, 2-7SmartColumn 2-12symbol+bar 2-7symbols+bar combination 2-6task bar 2-6text column 2

Index C-2symbols 2-8, 2-9Dates SmartColumns 2-8default printer 7-4default symbol text 3-8deletebars 2-9column 6-5symbols 2-9vertical links 2-9

Index C-3outlining 4-1entering tasks 4-3green arrows 4-2indent/outdent 4-2Outline Level SmartColumn 4-3tab key 4-2tools 4-2overrideshorizontal

Index C-4adding 2-6, 2-7changing date 2-8, 2-18default settings 3-5default symbol text 3-8delete 2-9embedded 3-5fi ll color 3-6formatting 2-10l

Index C-5

Index C-6

Introduction 1-4With dependency mode turned on, when the start or end point for the “Primary” bar is moved, all the other bars will move by the same a

Introduction 1-5Calendar viewA monthly calendar view of important events can be generated for any schedule. The schedule title and symbols, along with

Introduction 1-6Publish Internet-ready schedulesThe Internet Publishing Wizard will guide you through producing an HTML fi le perfect for publishing on

Introduction 1-7Free Milestones ViewerFor those who need to view and print a Milestones Simplicity schedule without making changes to it, the Mileston

Introduction 1-8Column textUse up to 20 columns to enter text, values, dates, and other schedule information.Freeform textType text anywhere on the sc

Introduction 1-9GraphicsPaste graphics anywhere in the schedule. Include up to 5 graphics in a template. Graphics can show on top of the schedule, be

Introduction 1-10Combo ToolboxSymbols and horizontal bars are combined in symbol+bar+symbol combinations. By using one of the small plus tools on the

Introduction 1-11Wide assortment of symbolsThe fl exibility and customizability of Milestones Simplicity symbology is second to none, with over 120 sym

iiCopyright©Copyright KIDASA Software, Inc. 2010. All rights reserved. No part of this publication may be reproduced, transmitted, transcribed, stored

Introduction 1-12If that’s not enough, you can insert any bitmap symbol. Custom symbols can be embedded in the schedule, making distribution of the sc

Introduction 1-13Huge variety of horizontal bar shapesIn addition to the many possible built-in symbol shapes, a large variety of horizontal bars and

Introduction 1-14Further customize bars with the “Always on top” setting to control which bar appears on the surface, as shown below: See Chapter 3 fo

Introduction 1-15              ! ! 

Introduction 1-16Full international supportIf English is not your language of choice, or if your preference is the metric measurement system, Mileston

Introduction 1-17Weekend shading Saturdays and Sundays can be shaded in user-chosen colors.More custom shadingCustomize the background colors in a var

Introduction 1-18

The Basics 2-1Chapter 2: The BasicsThis chapter contains valuable information concerning the basics of Milestones Simplicity- the layout of the screen

The Basics 2-2The Milestones Simplicity Window While using Milestones Simplicity, you will see a screen similar to the one below: • The Enhanced Tool

The Basics 2-3SidebarThe optional sidebar is an extra toolbar anchored to the left or right side of the Milestones window. The sidebar contains the to

iiiTable of ContentsChapter 1: Introduction ...

The Basics 2-4ToolboxesMilestones Simplicity offers two types of customizable toolboxes. Both types contain the same schedule building-blocks for crea

The Basics 5Standard ToolboxThe Standard Toolbox makes it easy to add symbols and bars in separate steps. Toolbox “tools”On the fi rst two lines of th

The Basics 2-6The Basics 2-6Add Symbols and Bars using the ToolboxesHorizontal bars show the time span of a task for an activity in your project. A sy

The Basics 2-7Add a single symbol using the Combo or Standard Toolbox1. In the toolbox, click once on the big Plus tool, then once on the symbol y

The Basics 2-8Vertical LinksVertical links are used to show a relationship or predecessor/successor link between schedule activities. The toolbox prov

The Basics 2-91. Click .2. Single-click on the symbol.3. Hold the Shift key while using the left and right arrow keys on the keyboard. -or- 1. Clic

The Basics 2-10Add a note to a symbolEnter up to 10,000 characters in the symbol notes fi eld. This text is embedded in the symbol, and appears when th

The Basics 2-11Customize a Horizontal Bar in the ToolboxAny horizontal bar in the toolbox can be changed to another shape, color, and pattern. A vari

The Basics 2-12Columns, Column Headings and Task RowsDisplay as many as ten columns on the left side of the schedule and ten columns on the right side

The Basics 2-13• To change an existing column to another column type, click the column heading once, choose Switch to Column from Current Object: Colu

ivToolbox “tools” 2-5Add Symbols and Bars using the Toolboxes 2-6Which toolbox should you use? 2-6Add a task bar with start and end symbols using t

The Basics 2-14Bookmark Task RowsAdd a bookmark name to any task row and then jump to that task row by choosing the bookmark name from a list of bookm

The Basics 2-15Change the amount of days by which the scroll buttons move through the calendar by going to Dates | Start and End Dates | More Setting

The Basics 2-16 The Date HeadingsDisplay up to four date heading levels with formats ranging from minutes to years to custom entries.1. To change the

The Basics 2-17Keyboard ShortcutsKeyboard shortcuts are useful when editing a schedule. The following is an abbreviated list of function and key com

The Basics 2-18Pressing this key… Causes this action…Ctrl+W Change vertical link coming from selected symbol to type currently selected in toolboxAlt+

The Basics 2-19Right-Click “Context Sensitive” Menus A right-click on any part of the schedule will display a shortcut menu with a list of options.

The Basics 2-20Schedule Setup WizardTo launch the Milestones Simplicity Setup Wizard, choose File | Files and Templates: Open and Save Options | Wizar

The Basics 2-21Viewing OptionsGantt viewsA Milestones Simplicity schedule can be toggled between two Gantt chart view modes. To switch from one Gant

The Basics 2-22Views by Time PeriodInstantly switch the time period displayed in the date headings to a daily, weekly, monthly, quarterly, or yearly v

Customizing the Toolbox 3-1Chapter 3: Customizing the Toolbox and SidebarThe toolbox contains the building blocks of your schedule: symbols, horizonta

vChapter 3: Customizing the Toolbox and Sidebar ...3-1Sidebar 3-1Display the sidebar 3-

Customizing the Toolbox 3-2Combo and Standard ToolboxesThere are two versions of the toolbox. The Standard Toolbox groups the symbols and bars separat

Customizing the Toolbox 3-3Set Toolbox Size and TypeSince the toolbox can take up a signifi cant amount of screen space, you can customize it to remove

Customizing the Toolbox 3-4Display the toolbox within the sidebar1. Choose Tools | Customize | Sidebar Options.2. Select either Show Sidebar on left

Customizing the Toolbox 3-5 Circle drawing toolChange the Border Color, Border Pattern, and Background Color.To add any of these shapes to your sched

Customizing the Toolbox 3-6Choose symbol color, pattern, marking, after status color, shadow Choose the Line Pattern and Outline Color that encompas

Customizing the Toolbox 3-7 Set the Date Placement as Above, Middle, Below (vertical positioning); and Left, Center, Right (horizontal positioning).

Customizing the Toolbox 3-8Choose default symbol textAssign up to three lines of text to each symbol in the toolbox. When a symbol with Default Text i

Customizing the Toolbox 3-9Override symbol text color and styles, line-by-lineEach symbol can have three lines of symbol text. Each of those text line

Customizing the Toolbox 3-10Set Horizontal Bar DefaultsTo change the attributes of a horizontal bar in the toolbox, double-click on the bar in the

Customizing the Toolbox 3-115. For 2nd Bar Color, click the box to the right to choose a colorBelow, the top bar is the 1st bar, since it was added fi

viRemove a single vertical link 5-6Remove vertical links from all symbols on a single task row 5-6Remove vertical links from all symbols, selected t

Customizing the Toolbox 3-12

Working with an Outlined Schedule 4-1Chapter 4: Working with an Outlined ScheduleOutlining is useful for organizing your schedule at different levels.

Working with an Outlined Schedule 4-2Outlining Tools and Formatting To create an outlined schedule, at least one of your columns should display inde

Working with an Outlined Schedule 4-3Outline existing tasks If the task names are already entered, you can outline those existing tasks. 1. Click the

Working with an Outlined Schedule 4-4

Dependencies 5-1Chapter 5: Dependencies and Vertical LinksMilestones Simplicity’s dependency (predecessor/successor; parent/child) capabilities enable

Dependencies 5-2Turn Dependency Mode on and offDependency Mode is either on or off for the whole schedule. It is a global setting.• Choose Dates | Dat

Dependencies 5-3If the February 8th symbol is moved to the right, the triangle symbol will move an equal amount. The 2/3 symbol will not move because

Dependencies 5-4With Always move dependent symbols based upon duration, moving the start date forward by one day would result in the end date moving

Dependencies 5-5Add a vertical link using the toolbarUse this method if you would prefer to use the toolbar rather than the plus tool to create a sing

viiCharts and Templates 9-1Format a blank schedule with a selected template 9-2Format an existing schedule with a selected template 9-2Setup Wizard

Dependencies 5-6This is the result of a Finish-to-Start choice:Edit an existing vertical linkChapter 3 discusses how to change the default settings fo

Dependencies 5-7Remove vertical links from all symbols, selected task rows1. In the toolbox, click the tool.2. Hold the Ctrl key and click once on

Dependencies 5-8

Formatting and Layout 6-1Chapter 6: Formatting and LayoutMilestones Simplicity offers the most complete and fl exible layout of any project management

Formatting and Layout 6-2The yellow border surrounding the sample chart (seen here or in the File | Printing | Print Preview screen) shows the unusabl

Formatting and Layout 6-3You can access the full legend properties in two ways. The fi rst is to stay within the Page Layout dialog box as depicted on

Formatting and Layout 6-4Legend entriesThe Legend height should be large enough to hold the number of entries that you plan to have. Legend entries ar

Formatting and Layout 6-5ColumnsYou can use the Columns and Rows tab in the Full Page Layout Dialog box to insert columns by simply changing a width f

Formatting and Layout 6-6Right-click to edit columnWhen the cursor turns to an arrow for selection of a column and you right-click, the menu displa

Formatting and Layout 6-7Date HeadingsYou can have up to 4 levels of Date Headings on your schedule, shown above the schedule area, below the schedule

viii

Formatting and Layout 6-8This is the result of this date heading in a one-year schedule:For a countdown heading, enter a negative Start number, such a

Printing 7-1Chapter 7: PrintingWith Milestones Simplicity you can print stamp-size to wall-size schedules using a variety of printing options. Print

Printing 7-2Printing OptionsTo format the printing output of your schedule, choose File | Printing | Printing Options .General tab• Symbol Not

Printing 7-3Print tabChoose to print the entire schedule date range or a specifi c date range portion of the schedule. Print Entire Date Range to pri

Printing 7-4Default printerThe Default Printer tab is useful if you normally use a different printer for Milestones than the printer you have set as t

Working with Other Applications 8-1Chapter 8: Working with other Applications Milestones Simplicity interacts with other applications in several ways

Working with Other Applications 8-2Copy and paste text into column cells below existing textIf you have a column of cells or a single cell in another

Working with Other Applications 8-3Paste Text and Values into Multiple Columns and Rows Milestones Simplicity allows you to paste cells from a spread

Working with Other Applications 8-4The results for this example are below:Link and Embed Schedules in other Applications Because Milestones Simplicit

Working with Other Applications 8-53. Under the Create from File tab, click the Browse button.4. Locate the schedule, click once on it, and then clic

Introduction 1-1Chapter 1: IntroductionEasy-to-use, Basic SchedulingMilestones Simplicity makes planning and communicating your projects fast and easy

Working with Other Applications 8-6Copy all Pages to PowerPoint In addition to copying and pasting single metafi les of schedule pages, it is possible

Custom Formatting for Presentation 9-1Chapter 9: Custom Formatting for Presentation One of the key strengths of Milestones Simplicity is its excellent

Custom Formatting for Presentation 9-2 Bookmarks Freeform text Graphics fi les that are not embedded Hidden menu items (this is a global settin

Custom Formatting for Presentation 9-3 Setup Wizard templatesWhen starting a new schedule using the Milestones Setup Wizard, choose from dozens of rea

Custom Formatting for Presentation 9-4Task Gridlines and Shading FormattingMilestones offers many task row gridlines and shading options, including:•

Custom Formatting for Presentation 9-5Graph/Schedule Area - the area in which the symbols and bars are located Right Columns - all columns to the r

Custom Formatting for Presentation 9-6Column and Column Heading Shading and TextSet the shading and text properties for the columns and column heading

Custom Formatting for Presentation 9-7Column heading text and shading1. Click once on the column heading whose properties you wish to change. This s

Custom Formatting for Presentation 9-8

Distribute and Present Schedules 10-1Chapter 10: Distribute and Present Schedules Milestones Simplicity schedules can be presented and distributed