The Task Auditor Custom HTML View (Microsoft Project 2002)

The Task Auditor Custom HTML View

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Summary

This article includes a download for a custom Microsoft® Project Guide called Task Auditor, which allows you to customize a list of tasks based on responses to wizard questions.

Introduction

The Task Auditor uses the Project Guide architecture and the LoadWebBrowserControl custom views to display a custom HTML view that indicates what is driving the scheduling of the selected task. The custom Project Guide places a red arrow next to a constraint, an actual start date, or a driving predecessor.

This sample builds on the Extending Microsoft Project Functionality with Custom Views and LoadWebBrowserControl SDK article.

Installing the Custom Project Guide

Extract the files to the C:\CustomPG\CustomViews\ folder, where a Task Auditor folder containing all the required files is created. This is important because the path is coded into the script files, as well as into the XML schema used throughout the wizards. You can use the defaults to unzip to the above location.

Once the files are copied, you can either open the Sample.mpp file, which uses the custom main page at C:\CustomPG\CustomViews\TaskAuditor\mainpage.htm or start a new project. If you start a new project, ensure that you set up the custom Project Guide as follows.

To install the custom Project Guide:
  1. On the Tools menu, click Options.
  1. On the Interface tab, click Use a custom page.
  1. Type C:\CustomPG\CustomViews\TaskAuditor\mainpage.htm in the URL field.
  1. Right-click the toolbar and click Customize.
  1. On the Commands tab, click All Commands.
  1. Click LoadWebBrowserControl and drag it to the toolbar.
  1. Press CTRL and click LoadWebBrowserControl.
  1. In the Command field, type:

Using the Custom Project Guide

To use the custom Project Guide, load the custom Task Auditor as described above. Open a project file that is scheduled from the start date, and walk through the tasks in a task view such as the Gantt Chart.

As you change your selection in the view, project data is updated in the Task Auditor view accordingly. Data is also updated when you make changes to tasks in the project. For example, when you move a Gantt bar left or right, or change the percent complete in the Task Information dialog box.

For tasks that have predecessors, the bottom table in the Task Auditor view is populated automatically.

You can also click the Previous and Next buttons at the top right of the Task Auditor view to navigate through tasks in the default project view above it, which updates the data in the Task Auditor view.

Determining What is Driving the Schedule

This sample traps four different cases for what is driving the scheduling of the selected task:

  • constraints
  • actual start date
  • driving predecessor
  • parent task start date (project or summary)

The Task Auditor places a red arrow next to the applicable element, which shows what is driving the scheduling of the selected task.

You can display tool tips for the indicators, which give a short description of the schedule-driving case type.

Additional information

Creating a Custom Project Guide with the Project Guide Editor

Customizing the Microsoft Project Guide

Customizing the Microsoft Project Guide for Enterprise Team Builder Light

The Interviewer Wizard Custom Project Guides

Windows Messenger Integration Custom Project