Task notes In Microsoft Project allows the scheduler to add a text note to a task to clearly specify additional direction related to that respective task. Thus the tasks notes in Microsoft Project feature provides the scheduler an additional conduit for communicating task related instructions. We want to insert notes on the drain piping system and remove damaged piping tasks.
We continue and highlight remove damaged piping, Figure 4, and select the notes feature icon. Again, we enter an associated note for this task, Figure 5. We now want to print out our notes along with the Gantt chart. Select File Print and page setup, Figure 6. This is great, but we may want our notes to appear front and center on the Gantt chart, which is the heart of scheduling software.
This may be done by selecting the format tab, bar styles ribbon group, format, and bar styles, Figure We update the critical bar definition by displaying task name on the left and notes on the right, Figure In Figure 12, we have our Gantt chart displaying summary task names, tasks names, and special task notes. Notes is a way to call out special task instructions. Quick Links. What to Enter Notes technically have no size limit, but older versions of Project didnt always print all of the data entered into the notes fields.
My suggestion is that you keep documents separately and use the notes fields to journalize information concerning the schedule itself, such as: Noting why a task was increased in duration, work, or cost.
Noting a task that was added to the schedule and when. Noting the dates of baseline updating. Use the Project Summary task because this could affect the entire project. Summary tasks might be used for this in some cases as well. Note replacement of resources, addition of resources, or reasons why a task was delayed. Lessons learned, to be discussed during project close. Extra hyperlinks to related information and fixed cost information. Here are two of the print methods you could use: When printing the Gantt chart, task, or resource views, set the flag to print the notes on the View tab in the Print Setup form.
Notes will be printed on a separate sheet using the task number to tie back to the related task. When any of the reports are edited, there are options on the detail tabs to print the notes. You can also create a custom table for your notes report and use it for exporting to Excel.
Figure 1: Setting up a custom table to export data to Excel. The resulting table will look like Figure 2. Figure 2: The Excel results. The task notes will appear next to the task and the assignment notes will appear next to the assignment when viewed through the Task Usage view.
To export the task notes table to Excel for a report: 1. Figure 3: The Task Mapping step in the export wizard. Written by Ellen Lehnert. She has taught Microsoft Project over times and is the author of MS Project and published courseware.
Share This Post. You May Also Like. Entering Actuals During the Tracking Cycle. Calling All PMs! Customer Reviews. If the notes contain more characters or line breaks, then you get only the first characters.
Within the selected section, click into the large white text box and type the information to display. You can also insert commonly-used fields of information by clicking the buttons shown below the text box. The next buttons, from left to right, will insert fields for the page number, the number of pages, the date, the time, and the file name.
You create a footer in the exact same way that you create a header. However, the information is simply shown at the bottom of the printed pages, versus at the top. If printing a Gantt Chart, you will see options regarding the printing of columns.
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