Project X Detailed Feature List

Import and Export Support

Import project data into Project X to expedite project setup;
export project data for viewing and analysis in other applications.

• Import from CSV or MPX/MPV file formats
• Export to CSV, MPX or MSPDI file formats

Mac OSX Tiger Integration

Seamlessly integrate Project X into your Mac workflow for maximum efficiency.

• Fully integrated with Mac Address Book, iCal, Dashboard, Core Image, .Mac, Mail, Spotlight and Personal Web Sharing

Reports

Create, save and share informative, customizable, visually appealing reports to manage and communicate project data.

• Project Summary Report – graphical view of project’s status
  • Category options include: Overview Category; Current Activity Reports; Cost Reports; Assignment Reports; Resource Usage
  • View: Project Summary; Top Level Tasks; Critical Tasks; Milestones; Base Calendars
• Cost Report
  • View: Tasks; People; Material; Income; Budget; Actual; Budget vs Actuals; Over Budget; Under Budget
• Document Report
  • View: All Tasks; Tasks with Documents
• Activity Report
  • View: All Activities; Activities by Task; By Activity Type (Meetings, Calls, Email)
• Custom Reports – add and save customized reports for future
  use
• Publishing Options
  • Print reports
  • Save as PDF
  • Customize reports with headers and footers

Project Views

Create and manage your projects using a variety of views designed to display critical project information in a way that is easy to understand.

• Network view – create and display your project graphically, as a diagram, to see task dependencies and critical path information.
  • Network View toolbox
    • Create, edit, link and arrange tasks
  • Color-coded task icons
    • Tasks – yellow
    • Subprojects – blue
    • Milestones – red
  • Unique patent-pending media integration technology
    • Add images, video clips, and sound bytes to individual tasks
  • Customize task icons with a number of options including:
    • Description; Planned Dates; Actual Dates; Constraints; Progress Bar; Costs; Income; Resources; Documents; Media; Link Type
  • Display the project’s critical path
  • Breadcrumb trails assist with subproject navigation
  • Link tasks within and between each other and subprojects
  • Assign activities to resources
  • Display options include ability to auto-arrange tasks and snap tasks to a customizable grid
• Outline view – create and display your project as a list or outline—particularly useful when updating imported task lists or projects
  • Create, edit, link and arrange tasks
  • Reorder tasks by dragging them up/down the list/outline
  • Link tasks within and between each other and subprojects
  • Organize tasks quickly and efficiently
    • Indent tool moves a task one level down and makes the preceding task a subproject that contains the newly indented task
    • Remove Indent tool moves a task up one leve
    • Add Task Above Selection and Add Task Below Selection
      tools add tasks above or below any selected task
    • Delete Task tool permanently removes a selected task
    • Add Column tool displays additional task information
  • Choose to display:
    • All Tasks; Completed Tasks; Incomplete Tasks; Critical Tasks; Milestones
    • According to Date Range; According to Task Range; According to Resources Used
    • Expanded/collapsed subprojects
• Timeline view (Gantt chart) – create and displays project tasks over calendar time as a list of tasks with the ability to simultaneously view all task levels (subprojects)
  • Create, edit, link and arrange tasks
  • Reorder tasks by dragging up/down the list
  • Color-coded task icons
    • Tasks – yellow
    • Subprojects – blue
    • Milestones – red diamonds
  • Link tasks within and between each other and subprojects
  • Choose to display:
    • Planned Dates; Actual Dates; Planned vs Actual Dates
    • Percent Complete; Link Duration; Constraints
    • Shading of Non-Work Days; Shading of Non-Work Hours
    • Expanded/collapsed subprojects
• Calendar View – displays task information over a specific time
  period
  • View tasks on a daily/weekly/monthly basis
  • Choose to display:
    • All calendars; Standard calendar (includes US holidays); Night-shift calendar; 24-hr calendar
    • Activities (calls, meetings, Emails)
    • Categories
    • Tasks, Subprojects, Milestones
    • Resources
    • Task list in Outline format
  • Choose to hide:
    • Tasks due outside calendar view; Completed tasks; Non- working hours
  • Link Duration
• Resources View
  • Assign Activities
  • Define dates & percentage of work time available
  • Define work/non-work days, times and holidays
  • Specify resource efficiency
  • Fixed Workload option
  • Choose to display the resource’s:
    • Address Book Information
    • WebApp user name
    • Rate type (hourly, flat, per use); Overtime indicators
    • Calendar (night, standard, 24-hour)
    • Notes
    • Activities & Assignments
    • Costs

Project Organization

Use the Project Inspector to set default project settings; then create and organize the many tasks within your project using three task types: tasks, subprojects, and milestones.

• Tasks–Utilize a number of tools designed to create, customize, link, and edit your project tasks quickly and easily
  • Task Inspector – task information command center allowing you to view and enter task information from practically anywhere within Project X
    • Dates – planned start & finish dates; time constraint
    • Resources – add resources to a specific task
    • Specs – free text field for notes related to the tasks
    • Document – attach documents relative to a task
    • Links – link tasks to predecessor and/or successor tasks
    • Costs – assign costs per resource, estimated dates and estimated expenses
    • Income – add income items, estimated dates and estimated amounts
    • Notes – add notes relevant to a task organized by date
    • Activities – add calls, Emails or meetings for a task
    • Advanced – enter PERT Time Estimate Calculations
    • Custom – enter user-defined custom fields with types and values
    • Media – add media files to a task such as images, sound bytes, video clips
      • Create linked or unlinked tasks
      • Customize task names
      • Organize tasks into subprojects
      • Create, set and edit task categories (income, inspection, meeting, report, task)
      • Fixed Duration option
• Subprojects–Create subprojects composed of multiple tasks, subprojects, and/or milestones to group similar tasks within your project for easier management and tracking.
  • Expand and collapse for easier viewing
• Milestones–Set milestone to indicate the completion of a major deliverable or a set of related deliverables.

Project Templates

Customize your workflow with convenient project templates.

• Create and save templates for future use
• Set default template preferences
• Choose from existing templates for quick startup
  • Options include: Home, Education, Marketing, Construction, Engineering, Architecture, Software, Law, Government, and more.

Tracking Information

Track your project progress by adding a baseline and updating project with actual information

• Baseline - a saved version of your project plan used to measure progress and report performance
• Track Progress view
  • Enter actual hours worked by your resources if the WebApp is not being used
  • View differences between planned and actual hours on a day-today basis.

The Web App

Let others do the data entry for you with this browser-based utility that gives your resources the ability to submit information about the progress of their assigned tasks.

• Project Publishing Options – share your project with assigned resources through personal web sharing so that they can view relevant project information and submit project updates. Publishing options include:
  • Publish project to local Web Server
  • After publishing, Email project URL to resources
  • Send all project tasks to iCal
  • Email project to-do lists to assigned resources
• WebApp Features – resources can update project information (including hours, expenses, percentage complete, notes, and documents in just a few minutes).
  • Process: Connect through URL; choose a project; view tasks; enter updates; review & submit
    • Submission Options for WebApp
    • Manually import submissions
    • Automatically import and approve submissions
    • Automatically import submissions for later approval
    • Automatically notify a resource when a submission is accepted or rejected

Syncing

Once the project is updated, choose a one-click update for instant access to updated information or review all submissions and then update project.

• Sync alerts you to project updates
• One-click project update
• Option to view, import, and incorporate the submitted data into your project
• Any rejected submissions result in an Email to submitter

Widgets

Obtain quick access to information from your Dashboard even when Project X is closed

• View Submission Widget - see how many submissions you’ve received, the project, and name of the resource
• Progress Bar Widget - displays a progress bar that shows if you’re on schedule, ahead of schedule, or behind schedule

Conflict Management

Proactively detect and resolve any project conflicts.

• Red warning triangles provide visual cues as to existing conflicts
• Resolution options may be presented depending on conflict
  type
• Conflicts may occur when a task violates existing parameters,
  locked lead or lag times, defined task constraints or date
  constraints

Help and Resources

Take advantage of numerous resources designed to help you get up to speed quickly and effectively.

• Intuitive interface
• Resource Guide
• User’s Guide
• QuickStart Guide
• Video Tutorials
• Online support
• 90-days free telephone support
• Practical Project Management eBook

Settings and Preferences

Customize your workspace and applications defaults to suit your workflow.

• Autosave preferences
• Spelling Dictionaries
• Customizable Toolbars
• Select Preferred Views
• Add .Mac accounts to which to back-up or publish projects
• Set default Template
• Set default View
• Turn off alarms when Project X is not open
• Option to Show Template Chooser and Show Project
  Inspector at startup