Use the PROJECT.FM database template to track the financial and due-date status of various projects. Using DataDraw, you can view project information in a timeline, data chart, or calendar.
Before you begin
MaJECT.FM database template to track the financial and due-date status of various projects. Using DataDraw, you can view project information in a timeline, data chart, or calendar.
Before you begin
file and ClarisImpact imports the text file to update the timeline, data chart, or calendar. You can also display summary information stored in other FileMaker layouts by clicking the Tracking Summary or FinancG
ial Summary button.
plate files: PROJECT.FM (F
. All files must reside in the same folder. See your FileMaker Pro and ClarisImpact documentation for complete information about using these applications.
Trying it out
Read the instructions on these two Help E
pages, click Go To Template, and then click one of the buttons on the right of the data entry layout to update the ClarisImpact business graphic files. FileMaker Pro exports the records to a tab-separated text
ke sure that the following applications and files are installed on your hard disk or the network connected to your computer:
FileMaker Pro 2.0 (or later)
ClarisImpact 2.0
The template files: PROJECT.FM (FC
ileMaker Pro database); CALENDAR.TAB, CHARTDAT.TAB, and TIMELINE.TAB (exported tab-separated text files); and PROJTASK.CID, BUDGET.CID, and DUEDATES.CID (ClarisImpact timeline, data chart, and calendar files)
ial Summary button.
Project Tracking Database Help
Go To
Template
Help page 2B
Template
Help page 2B
Project Tracking Database Help
Project Tracking Database Help
Entering your own data
1. Use the Save a Copy As command in the File menu to make a clone of PROJECT.FM.
2. Open the clone database.
3. Create new records and enter your own data.
4. Click the Task Timeline, BuB
dget/Costs Chart, or Due Dates Calendar button to generate a ClarisImpact business graphic.
Modifying the Worksheet
Here are some suggestions for modifying the database.
Add new categories or change existin
g ones. For example, choose Define Fields in the Select menu, select the category in the list, and click Options to change the category field.
Modify or add scripts. For example, choose ScriptMaker in the ScrD
ipts menu and create a script that adds a new record or sorts records. To view script syntax, click a script name and then click Edit.
Modifying ClarisImpact business graphics
Here are some suggestions for mod
pact business graphics.
Apply a different style to a business graphic.
Emphasize data in data charts by changing chart types or using pictograms.
Emphasize calendar events by adding day styF
le graphics to selected days.
Project Tracking Database Help
Go To
Template
Find ScreenB
E Project Tracking
Database Search
Cancel
To search for a record, either type your request in any field below or click the label to the left of the field for the available choices. Then, click Find or press Return to start the search.
NOTE: If any tBQext is visible in the search fields, click Reset Find before starting the search.
E Task Name
Project Name
Manager
Client
Resource
Task Start
Reset Find
Project ListB
days
E Task Name
Budget
Start
E Task Name
Budget
Start
Duration
Finish
Project Name
Detail
E Project Information
Task Listing
Find
E Find All
E<Click on a row to see detailed information for that project.
E Project Information
Task Listing
CD CatalogB
ConceptC
Pamela SalavariaD
Bill LorenG
DesignerH
17.5I
(408) 555-1245J
The Learning CenterK Matt ShawL
(415) 555-3990M
1001N
1/8/95S
04/08/95W
CD Catalog/ConceptY
AugustZ
Tracking Summary Report
Project Data Entry
Find & Sort
Project Data Entry
Find & Sort
DataDraw to Status Timeline
TIMELINE.TABa
DataDraw to Budget Snapshot
DataDraw
to Budget Snapshot
CHARTDAT.TAB
CD Catalog
BUDGET.CID^,@
daevtodoc
DataDraw to Due Date Calendar
CALENDAR.TABae Calendar
DUEDATES.CID
daevtodoc
Financial Summary Report
Enter Find
Perform Find
Sort by Project
Sort by Task
Sort by Start
Sort by Duration
Sort by Finish
Sort by Budget
Sort by Costs
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Budget Snapshot
DataDraw
to Due Date Calendar
Tracking Summary Report
Financial Summary Report
Project Data Entry
Find & Sort
DataDraw to Status Timeline
DataDraw to Budget Snapshot
DataDraw to Due Date Calendar
Tracking Summary Report
Financial Summary Report
Project Data Entry
Find & Sort
Enter Find
Perform Find
Sort by Project
Sort by Task
Sort by Start
Sort by Duration
Sort by Finish
Sort by Budget
Sort by Costs
Project Data Entry
Find & Sort
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EST. HRS REMAINING
CD CatalogB
ArtworkC
Pamela SalavariaD
Richard SimerlyG
ArtistH
18.25I
(408) 555-1245J
The Learning CenterK Matt ShawL
(415) 555-3990M
3500N
3285P
5/8/95S
11/08/95W
CD Catalog/ArtworkY
AugustZ
4015\
Pro 2.0 - 2.1I
CD CatalogB
CopyC
Pamela SalavariaD
Jennifer NorrisG
WriterH
415-555-9988J
The Learning CenterK Matt ShawL
(415) 555-3990M
2500N
1680P
4/8/95S
08/08/95W
CD Catalog/CopyY
AugustZ
2100\
Catalog/artwork
Catalog/assembly
Catalog/concept
Catalog/copy
Catalog/interface
Catalog/review
Catalog/scripting
Catalog/test
August
Pro 2.0 - 2.1F!
Pro 2.0 - 2.1I
CD CatalogB InterfaceC
Pamela SalavariaD
Janet SwansonG
DesignerH
408-555-6547J
The Learning CenterK Matt ShawL
(415) 555-3990M
5000N
3950P
7500R
4/8/95S
10/08/95W
CD Catalog/InterfaceY
AugustZ
11450\
CD CatalogB
AssemblyC
Pamela SalavariaD
Bill LorenG
ProgrammerH
17.5I
510-555-7845J
The Learning CenterK Matt ShawL
(415) 555-3990M
7500N
7000R
11/8/95S
14/08/95W
CD Catalog/AssemblyY
AugustZ
7245\
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2.1I
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CD CatalogB ScriptingC
Pamela SalavariaD
Jennifer NorrisG
ProgrammerH
510-555-7845J
The Learning CenterK Matt ShawL
(415) 555-3990M
9500N
2520P
7350R
15/8/95S
20/08/95W
CD Catalog/ScriptingY
AugustZ
9870\
CD CatalogB
TestC
Pamela SalavariaD Heidi LeeG
DesignerH
408-555-6547J
The Learning CenterK Matt ShawL
(415) 555-3990M
5100N
7200R
14/8/95S
16/08/95W
CD Catalog/TestY
AugustZ
8000\
Pamela
Salavaria
Heidi
Janet
Jennifer
Loren
Norris
Richard
Simerly
Swanson
Artist
Designer
Programmer
Writer
408-555-6547
415-555-9988
510-555-7845
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CD CatalogB
ReviewC
Pamela SalavariaD
Bill LorenG
DesignerH
17.5I
(408) 555-1245J
The Learning CenterK Matt ShawL
(415) 555-3990M
20/8/95S
21/08/95W
CD Catalog/ReviewY
AugustZ
CD Catalog
Catalog
ifying ClarisImpact business graphics.
Apply a different style to a business graphic.
Emphasise data in data charts by changing chart types or using pictograms.
Emphasise calendar events by adding day styF
le graphics to selected days.
If(Resource Name="Bill Loren";17.50;If (Resource Name="Roger Michaels"; 12.75; If (Resource Name="Jennifer Norris"; 21.00; If (Resource Name="Heidi Lee"; 20; If (Resource Name="Janet Swanson"; 25; If (Resource B&Name="Richard Simerly"; 18.25; 0))))))