ConceptDraw Project 8 Reference Mac

o User Interface Reference
o Keyboard Shortcuts
www.conceptdraw.com
2017 CS Odessa corp.
ConceptDraw PROJECT v8 User Interface Reference
Welcome to ConceptDraw PROJECT v8 for macOS 1

Main Toolbar 2
Microreports
................................................................................................................................... 4
Windows 6
Multiproject
...................................................................................................................................
Dashboard 7
Gantt Chart
...................................................................................................................................
View 8
Resources
...................................................................................................................................
View 10
Resource
...................................................................................................................................
Usage Dashboard 11
Menu 12
Main Menu
................................................................................................................................... 13
ConceptDraw ..........................................................................................................................................................
PROJECT Menu 14
File Menu .......................................................................................................................................................... 15
Presentation......................................................................................................................................................... 18
Open in MINDMAP
......................................................................................................................................................... 20
Edit Menu .......................................................................................................................................................... 21
View Menu .......................................................................................................................................................... 25
Reports ......................................................................................................................................................... 28
Dashboards ......................................................................................................................................... 29
Project Diagrams ......................................................................................................................................... 30
Filter Mode......................................................................................................................................................... 32
Multiproject.........................................................................................................................................................
Dashboard Settings 34
Insert Menu .......................................................................................................................................................... 35
Com m unication ..........................................................................................................................................................
Menu 36
Window Menu.......................................................................................................................................................... 37
Help Menu .......................................................................................................................................................... 38
Context
...................................................................................................................................
Menu 39
Toolbar .......................................................................................................................................................... 40
Multiproject View
.......................................................................................................................................................... 41
Gantt Chart View
.......................................................................................................................................................... 44
Resources View.......................................................................................................................................................... 48
Resources Usage
..........................................................................................................................................................
View 50
Dialogs 51
Projects
................................................................................................................................... 52
Tasks ................................................................................................................................... 53
Effort-Driven Scheduling
.......................................................................................................................................................... 55
Links ................................................................................................................................... 57
Assignments
................................................................................................................................... 58
Resource
................................................................................................................................... 60
Hypernote
................................................................................................................................... 61
Preferences
...................................................................................................................................
Dialog 63
Document
...................................................................................................................................
Properties Dialog 66
Print Dialog
................................................................................................................................... 69

Contents
Customize
...................................................................................................................................
Dialog 72
Document
...................................................................................................................................
Recovery Dialog 73
Column
...................................................................................................................................
Customization Dialog 74
Timescale
...................................................................................................................................
Dialog 79
Filters...................................................................................................................................
Dialog 80
Find/Replace
...................................................................................................................................
Dialog 82
Predecessors
...................................................................................................................................
Dialog 83
Keyboard Shortcuts 84

Welcome to ConceptDraw PROJECT v8 for macOS
1
Welcome to ConceptDraw PROJECT v8 for macOS
A full-featured project management solution with all the necessary functions right at your
fingertips. Generates an extensive variety of reports on project and task statuses.
Centralizes project information through embedded documents and hyperlinks. Unique
Multiproject Dashboard manages multiple projects from a single file. Powerful
integration with other ConceptDraw products makes project management easier than
ever before.
Manage Plans, Reports, and Changes
Benefits
ConceptDraw Maintenance Assurance
Technical Support
Manage Plans, Reports, and Changes
ConceptDraw PROJECT makes planning projects and managing change easy
because of the project focused tools that manage every aspect you, the Project
Manager encounters. ConceptDraw PROJECT builds on established project
management methodologies while simplifying the process of managing project data,
making effective responses, and working with project teams.
ConceptDraw PROJECT helps you manage all of your project variables from a single
view. You can quickly generate a broad range of One Click Reports for project variables
such as resource usage, task planning by resource, and budgets. Display up-to-data
status on dashboards to keep you current as the variables change.
ConceptDraw PROJECT is the complete solution to manage single or multiple projects
and their associated resources with a very low cost of ownership.
Your Benefits
ConceptDraw PROJECT gives you the tools to evaluate your project planning.
Streamlines meetings and ensures more effective planning and control thanks to live
project dashboard illustrations, mind map reports, and knowledge metrics.
ConceptDraw Maintenance Assurance

We have developed an innovative maintenance program that makes sure you stay up to
date. At the time of your buy a ConceptDraw product, you are able to purchase
ConceptDraw Maintenance Assurance .
Technical Support
We offer unlimited free technical support to our users.
To send us a problem report or feature request, submit the ticket form in the Help Desk
section on our Web site.
Replies are normally sent within one business day. We are always happy to answer your
questions and hear your feedback.
ConceptDraw PROJECT v8 User Interface Reference 2017 CS Odessa corp.

Main Toolbar
2
Main Toolbar
ConceptDraw PROJECT main Toolbar contains frequently used commands and

functions.
The default Toolbar provides quick access to some commands from several menus.
These are commands for work with calendar, reports and inspector. You can customize
the default toolbar view using the toolbar context menu.
The views section allows you to switch between document views.

Switch to the Multiproject Dahboard View
Switch to Gantt Chart View
Switch to the Resources View
Switch to the Resources Usage Dashboard View
Generate Report
Adds a new item to the end of the list into the current View (Gantt
Chart, Multiproject Dashboard, or Resources).
Indent/Outdent items.
Link/Unlink items
Opens the Calendar tab of the Document Properties dialog
Generate ready-to-send Microreport

Main Toolbar
3
Changes Theme of the Gantt view
Activates Filters Mode

Opens/hides the Inspectors panel
Opens Hypernote panel

Main Toolbar Microreports
4
Microreports
Use Micro reports as a daily communication tool for your project. Communicate daily
with quick emails consisting of data about current project status, changes, tasks,
phases, and resources.
Micro reports are generated as mind maps (cdmz), attached to email. The list of micro
reports accessible can be called from the main Toolbar by pressing Micro Reports icon
, or from the context menu of Multiproject, Gantt Chart and Resources View.
Right click on selected project, phase, task or resource and select report, required.

Main Toolbar Microreports
5
Multiproject Dashboard (Cmd+Opt+)
Gantt Chart View (Cmd+Opt+G)
Project Phase
Project Task
Resources View (Cmd+Opt+R)

Windows
6
Windows
The project file contains a lot of information.

This information is presented in four types of project document views:
Multiproject View
Gantt Chart View
Resources View
Resource Usage View

Windows Multiproject Dashboard
7
Multiproject Dashboard
This window is a list of projects with their characteristics.
Projects can be added to the document with one of the following methods:
o By pressing Enter;
o Clicking on the button on the toolbar;
o Applying the command Add Project from the context menu.
Columns that contain information on the multiple project can be managed using the
Column Customization dialog. The width of a column can also be changed. For this set
the cursor to the right edge of the column (the cursor should turn a double-sided
arrow) and drag it to the needed direction. You can set the visual parameters of the
multiple project Gantt chart using the Multiproject Settings.
The timescale can be changed. This can be done in the Timescale dialog, that can be
accessed from the context menu of the timescale on the project Gantt chart. Also
can change the task start/end date, its duration and completion . To change start/end
dates move the bar by your mouse. To change the task duration you need to switch
to Gantt Chart view.
You can group projects using the context menu . You can then select a project and use
the Group Projects command from the context menu or create a New Project Group
where you can then move your projects to. Project Group treats each project similarly
to a phase, so all the properties are aggregated from the projects you include. Please
note that Project Group only groups projects, so it does not have its own tasks.

Windows Gantt Chart View
8
Gantt Chart View
Gantt chart window consists of two parts: the task list and graphic presentation of the
tasks.
Tasks can be added to the document with one of the following methods:
Gantt chart window consists of two parts: the task list and graphic presentation of the
tasks.
All parameters can be specified in theTasks inspector. Some parameters can be

specified in the context menu and on the graphic part of the diagram.
Columns, except for the first one, can be hidden and shown again later if necessary.
This can be done in dialog Column Customization, which is called from the menu
View / Column Customization .
The width of a column can also be changed. For this set the cursor to the right edge of
the column (the cursor should turn a double-sided arrow) and drag it to the needed
direction.
The graphic part of the diagram displays task as bars. Bars are arranged in accordance
with the timescale, displaying the task start /end time and its duration. The timescale

Windows Gantt Chart View
9
can be changed. This can be done in the dialog Timescale, which is called from the
context menu of the timescale on the Gantt.
On the graphic part you can change the task start/end date, its duration and
completion . To change start/end dates move the bar by your mouse. To change the
task duration draw by the right edge of the bar, to change the percentage of
completion draw by the left edge. In both cases the cursor should turn a double-sided
arrow. The non-completed part of the task is shown in blue, the completed one - in
green.
At changing the degree of completion in accordance with WYSIWYG conception you

will see the half transparent outlines of shifting. This way you will easier figure out the
present state of a bar.
The names of the resources involved in these tasks are shown next to the tasks.
Links between dependent tasks are shown with arrows. The most common link type,
finish to start, is assigned by the following way: first select the tasks to which you
want to assign links, and then use one of the following:
o Use Link in the menu Edit.
o Press on the toolbar.
Any link type can be assigned in the dialog Predecessors (the dialog is started from the
menu Edit ).
The widths of the text and graphic parts of the diagram can be changed. For this set
the cursor on the dividing line and draw to the needed direction.

Windows Resources View
10
Resources View
Resources window is a list of resources with their characteristics.
Resources can be added by pressing Enter, or from the context menu by applying the
command Add Resource.
Resources can be added to the document with one of the following methods:
Click the Type field of the Resource row. Add the resource type using the drop down
menu. Work resources are those with a cost over time. Other types of resources have
a fixed cost per unit.
Columns that contain the resources information can be managed using the Column
Customization dialog. The width of a column can also be changed. For this set the
cursor to the right edge of the column (the cursor should turn a double-sided arrow)
and drag it to the needed direction.
Open Gantt Chart View, select a task and assign resources to task using the Resource
Assignment Inspector. The information on the resources can be edited in the
Resources Inspector.

Windows Resource Usage Dashboard
11
Resource Usage Dashboard
Resource Usage diagram consists of two parts: the task list and graphic presentation
of the tasks.
It is a kind of a Gantt Chart which shows you all resources with their usage by tasks
and time.
You can see the all resources and only allocated tasks in the left part of the diagram
and their usage with timetable in the right part. Thus, you can see which resource
haven't any tasks.
To quickly move to the Resource view just make a double-click on a resource.
To move to the Gantt chart view make a double-click on a task in the left part of the
Resource Usage view.
You can show and hide tasks in the part of the window with the resource list.
The graphic part of the diagram displays task as bars. Bars are arranged in accordance
with the timescale, displaying the task start /end time and its duration. The timescale
can be changed. This can be done in the dialog Timescale,
Normally allocated resources are shown in blue color, over allocated resources - in red
color and under allocated resources are shown in yellow, so you can quickly define
which resources are over- or under allocated and find a solution for such issue.

Menu
12
Menu
ConceptDraw PROJECT Main Menu contains all application commands and functions.
Selected commands that are available in the current operation can be launched from
the Context Menus. Context menu may be shown by right mouse click.

Menu Main Menu
13
Main Menu
The Main menu of ConceptDraw PROJECT consists of following drop down menus:
ConceptDraw PROJECT
File
Edit
View
Insert
Communication
Window
Help

Menu Main Menu ConceptDraw PROJECT Menu
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ConceptDraw PROJECT Menu
ConceptDraw PROJECT menu contains commands for work with Preferences and
information about the software.
About ConceptDraw PROJECT - opening the About dialog.
Preferences... - setting up general properties of created documents. The dialog

Preferences will open.
Services - opening the System Preferences dialog.
Hide ConceptDraw PROJECT hiding the document.
Hide Others hiding all other documents.
Show All - showing all windows of ConceptDraw Project.
Quit ConceptDraw PROJECT quitting the program.

Menu Main Menu File Menu
15
File Menu
File menu contains commands for work with files: opening, closing, saving, etc.
Open... opening the existing document. Dialog Open will open. The following
documents can be opened: ConceptDraw Project, MS Project XML or Text Outline.
New - creating a new document.
Open Recent - opening one of the recently opened documents.
Insert Project - adding project from a file to Multiproject Dashboard
Close closing the document.
Save saving the document.
Save As... - saving the document under the new name or in different format. Dialog
Save As will open.
Import importing the document from another application or different format.
Text Outline... - creating the project on the basis of information taken from .txt
formatted document.
MS Project File... creating new document on the basis of information taken

from files format, supported by Microsoft Project:
* .mpp, *.xml, *.mpt, *.mpx.

16
Mindjet MindManager - creating new document on the basis of information

taken from Mindjet MindManager * .mmap document
MS Excel Workbook - creating new document on the basis of information taken

from Microsoft Excel * .xlsx workbook
iCal Events - converting events from your macOS Calendar into a project file.

17
Export - exporting the document to another format.
Tex Outline... saving the document in the *.txt format.
MS Project File... exporting the document to MS Project XML
Mindjet MindManager - saving the document in the * .mmap format. Document

is saved into the New Document folder, located in the Documents folder on your
Mac. The Multiproject document will be exported into separate mind maps.
*Note:
Ability to export and import MS Project files and Mindjet MindManager files is
delivered by Project Exchange solution.
MS Excel Workbook - Save the document as Microsoft Excel * .xlsx workbook
Create Presentation creating presentation slides.
Open in MINDMAP saving the document in ConceptDraw MINDMAP format and

opening it in ConceptDraw MINDMAP using the integration capabilities of
ConceptDraw Office applications.
Print... printing out the current page. The system dialog Print will open. The number
of pages and copies to print and other parameters are set in this dialog.
Document Properties... - opening the Document Properties dialog.

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Presentation
ConceptDraw PROJECT allows you to make slides for presentation. You can create
slides from any of project views.
Presentation functionality can be accessed from the File menu
Capture Slides - Makes a slide from a visible area of the current project view. The
slide will appear in the pop-up Slide Preview panel.
Save All Slide (s) As PNG - - Save all slides as PNG images.
You can create presentation slides from a project file using the Capture Slides
command. Slides will appear in the pop-up Slide Preview panel.
You can manage the slides in the Slide Preview panel using the context menu.

19
Capture Capture slide from a visible area of

Slide the current project view
Delete Delete the selected slides
Slide(s)
Save as Export to PNG according to chosen
PNG option

20
Open in MINDMAP
You can open the current document in ConceptDraw MINDMAP making a mind map
from your project tasks.
Mind map will consist from topics of Project Management type, which contain all
project information. Project Notes will be opened as Notes to topics, The first
hyperlink from multi hyperlink's list will be also preserved.
You can see the project data in a mind map structure by opening your project in
ConceptDraw MINDMAP. This way you are switching views without creating extra files.
You can see the same file in both applications:
ConceptDraw PROJECT
ConceptDraw MINDMAP

Menu Main Menu Edit Menu
21
Edit Menu
Edit menu contains commands for document editing.
Undo cancellation of the most recent operation.
Redo reversing the canceled operation.
Cut - cutting the selected fragment or picture and putting it into buffer.
Copy - copying the selected fragment or the picture and putting it into buffer (text,
task, resource or project).
Paste - pasting from buffer the last copied fragment.
Select All - selecting all tasks, projects or resources.

22
Delete Item(s) - deleting the selected item(s)
Find & Replace - This dialog allows you to search for text in a project schedule.
Projects - working with multi project
Create New Group - creating new Project Group where you can then move your
projects to.
Group Project(s) - moving your projects to Project Group treats each project
similar to a phase, so all the properties are aggregated from projects you
include.
Ungroup Project (s) - moving project(s) from group
Move - moving items(s) .
Indent Task(s)- moving the selected task one step lower in hierarchy of the
project (i.d. changing a task into subtask).
Outdent Task(s) - moving the selected task one step higher in hierarchy of the
project (i.d. changing a subtask into task).
Move Up - moving the selected item one step up.
Move Down - moving the selected item one step down.

23
Link- lets you link and unlink the selected items.
Finish To Start - lets you link the selected items from finish to start.
Start To Start - lets you link the selected items from start to start.
Finish To Finish - lets you link the selected items from finish to finish.
Start To Finish - lets you link the selected items from start to finish.
Unlink - lets you unlink the selected items.
Predecessors -adding the lag between linked items using the Predecessors dialog.
Custom Mark - Mark the tasks that need to be represented in the Timeline diagram.
Marker - making selected item look like it was marked with a highlighter pen.
Markers- description of markers by user

24
Calendar... - opening Calendar tab of the Document Properties dialog.
Save Baseline - saving cost of task as base cost of current task. The current value of
Cost fields for all selected tasks will be duplicated in the corresponding Base Cost
fields.
Font- lets you work with fonts.
Show Fonts - opening the system fonts dialog.
Bigger - increases the font size.
Smaller - decreases the font size.

Menu Main Menu View Menu
25
View Menu
View menu contains commands for choosing the document type and interface
settings.
Select Gantt Chart - displaying the Gantt chart of chosen project. This command
contains the submenu with the pull down list of projects, opened in the program.
Inspector - Show/Hide Inspectors
Multiproject Dashboard displaying the multiple project view (list of projects).
Gantt Chart View opening Gantt chart view of the current project.
Resources View displaying the resource sheet of current project.
Resource Usage Dashboard - generating the Resource Usage diagram of the current
project.

26
Reports View - opening the Reports window
Expand Sub-items - unfolding sub-items of the selected items.
Collapse Sub-items - folding sub-items of the selected items.
Expand All Sub-items - unfolding all sub-items of the project.
Collapse All Sub-items - folding all sub-items of the project (showing only phases and
items of the same level).
Outline Levels - displaying tasks of the certain outline level.
Show/Hide Critical Path - enable/disable highlighting of the critical path in your Gantt
Chart.
Show/Hide Assigned Resources - show/hide assigned resources on the Gantt chart
Show/Hide Text Box(es) - show/hide Text Boxes on Project Portfolio or Gantt Chart
View
Wrap Text - make all content visible within a cell by displaying it on multiple lines
Multiproject Dashboard - operate the Multiproject Dashboard settings.

27
Filter Mode - activate the Filter Mode
Zoom
Zoom In - displaying the timescale in more detail (showing days instead of weeks, etc.)
Zoom Out - displaying the timescale in generalized view (showing weeks instead of days,
etc.)
Timescale... - calling the dialog Timescale for setting the timescale. There are options Zoom
In and Zoom Out and some other settings in the dialog.
Go To Today - moving the Gantt chart horizontally so that the graphic part
corresponding to present day was seen on the monitor.
Go To Selected Item - moving the Gantt chart horizontally so that the graphic part of
the selected item was seen on the monitor.
Columns - select the project grid , you want to display in your project. Use the dialog
Column Customization to customize columns appearance.
Hide Toolbar - hiding the toolbar.
Customize Toolbar... - calling the Customize Toolbar dialog.
Enter Full Screen - opening the current document in a full screen.

28
Reports
Open Reports dialog from Toolbar by pressing icon

In this dialog the report view is selected.
In the left window, the list of the reports is located. Reports are divided into four topic
groups: general project description, budget for a certain period of time, resources and
various task states. In the report on the budget a certain time period, for which a
report will be created, is selected. The report on resources provides the list of all
resources with specification of tasks being completed. Reports on the tasks allow
showing different states of tasks: unstarted, unfinished, finished, for a certain time
period etc. In the right window the icon with the notes describing the report type are
displayed.

29
Dashboards
Open Project Dashboard dialog from Toolbar by pressing Dashboards icon
Live Project dashboards. Opens in ConceptDraw PRO:
Generates current project status Dashboard
Generates Radar Chart
Generates Tactical Dashboard

30
Project Diagrams
Diagrams are very useful for project implementation because they help teams
visualize important details such as interrelations between tasks, critical paths,
timelines, milestones, calendars, and also resource usage.
Open Project Diagrams dialog from Toolbar by pressing icon

31
Select preview of the proper project diagram to generate it. Project diagram will be
opened in ConceptDraw PRO. You should have ConceptDraw PRO installed.
Gantt Chart Resource Usage

Creates Gantt Chart Diagram Creates Resource Usage diagram
from project tasks ConceptDraw PRO plgu-in
ConceptDraw PRO plgu-in
Milestones chart Timeline
Shows milestones and their Creates Timeline diagram for
links project tasks
PERT chart
Creates PERT diagram from Timeline From Marked Tasks
project tasks Create Timeline diagram from
ConceptDraw PRO plgu-in the project tasks, marked with
the Custom Mark
Radial Structure chart WBS
Creates Radial Structure Creates WBS diagram for project
diagram from project tasks ConceptDraw PRO plgu-in
Resource Calendar
Creates project calendar for
resources

32
Filter Mode
The embedded filters of ConceptDraw PROJECT can be very useful for viewing a specific
range of information. You can apply filters to tasks, resources and even projects.
Filters mode can be activated from the View menu or using the Filter Mode button
on the Toolbar.
1. Select one of the embedded filters from the drop-down menu.
2. Toggle Show/Highlight item, if you want to just highlight filtered items without
hiding the other data.
3. Toggle Show Phases item to display phases that are associated with tasks which are
shown in the filtered view.

33
4. You can reverse filtering condition using Invert button.
5. To apply filter to another filter options, click the Refilter button.

6. To remove the filter, click on the Clear Filter button.
You can manage the filtering options using the Filters dialog.

34
Multiproject Dashboard Settings
Multiproject Dashboard Settings allows you to show/hide indicators of project

completion in the Multiproject View.
Show/Hide Planned Complete- show/hide planned data of project completion.
Show/Hide Complete Change Value - show /hide percentages of project

completion (real vs planned)
Show/Hide Complete Change Rate - show /hide indicator of project completion

(real vs planned)
Tracking Period - set the frequency of complete values verification.

Menu Main Menu Insert Menu
35
Insert Menu
Insert menu contains commands for adding items into project workspace.
Add Item- adding item to the end of list.

Insert Item- inserting the new task before the selected one.
Add Sub-item- adding a sub-item to the selected item.
Add Project Group- adding new Project Group to the end of projects list
Add Text Box- adding text boxes to Projects or Gantt. You can use Text Boxes like
virtual Sticky Notes to add comments.

Menu Main Menu Communication Menu
36
Communication Menu
Communication menu contains commands for sending e-mails with To-Do lists and
reports attached.
Micro Reports - generates ready-to-send Micro Reports

Create Mind Map - Generate a mind map (*. cdmz) from selected items. The file can
be opened in ConceptDraw MINDMAP

Menu Main Menu Window Menu
37
Window Menu
The Window menu contains commands on window management. At the very bottom
of the window there is a list where you can go to the needed window having selected
its header .
Zoom - zoom active window.
Minimize - minimize the window
Bring All to Front - display all windows

Menu Main Menu Help Menu
38
Help Menu
Search - Lets you search through menu items
ConceptDraw PROJECT Help - Calls the ConceptDraw PROJECT Help System. It opens in
a separate window where you can see a number of articles containing information on
how to use the product. You can read or print the articles, search them for the needed
information.
Keyboard Shortcuts - Calls the ConceptDraw PROJECT keyboard shortcuts description.
Getting Started Video - View the video lessons on how to get started with
ConceptDraw PROJECT.
Getting Started PDF - Open the Getting Started guide in the PDF format.
User Help Desk - submit ticket to the CS Odessa Customer Support Ticket System.

Menu Context Menu
39
Context Menu
Context menus may be shown on any project window by right mouse click on the
view header:
Multiproject View Context Menu

Cantt Chart View Context Menu
Resources View Context Menu

Menu Context Menu Toolbar
40
Toolbar
The context menu of toolbar can be started from any toolbar or menu by clicking the
right mouse button or by clicking the mouse button and Control
In this menu you can configure any toolbar:
Icon&Text - to display both icons and text
Icon Only - to display icons only
Text Only - to display text only
Hide Toolbar - to hide/show the tollbar
Use Small Size - decreases size of button icons and signs
Customize Toolbar... - activates the Customize dialog for setting toolbar

Menu Context Menu Multiproject View
41
Multiproject View
This menu can be accessed from the window of the projects list by clicking the right
mouse button or the mouse button and Ctrl.
In this menu all commands for work with projects are collected:

42
Multiproject Gantt Chart Context Menu

Add Add a new project to the end of the
Project projects list.
Cut Cut selection and put it into Clipboard.
Copy Copy the selection and put it into the
Clipboard.
Paste Paste content from the Clipboard.
Insert Add a new project from file. Project will be
Project inserted before the selected one. If no
project is selected, inserts a project after
the last one in the Multiproject Dashboard.
Add Add sub project to selected project.
Subproje
ct
Delete Delete selected project (s) .
Project
(s)
Add Text Add a text box to selected item.
Box
Project Link two or more selected projects.
Link
Create Add new project group.
New
Group
Group Join selected projects into a Project Group.
Projects
Ungroup Split the Project Group into separate
Project(s) projects.
Marker Make the selected items looking like
marked with a highlighter.
Micro Generate Microreports
Reports
Create Generate a multipage mind map (*. cdmz)
Mind from selected projects. The file will be
Map opened in ConceptDraw MINDMAP.

43
Multiproject Timescale Context Menu

Zoom In Displays timescale in more detail (day instead of
weeks, etc.)
Zoom out Displays a more generalized timescale (weeks
instead of days, etc.)
Timescale Calls Timescale dialog that allows customizing
timescale appearance. It gives more possibilities
for this than Zoom In and Zoom Out commands.
On the other hand mentioned commands allows
to changing calendar scale quicker.
Calendar Opens the Standard Calendar dialog

Menu Context Menu Gantt Chart View
44
Gantt Chart View
Context Menu of the Task List
This menu can be accessed from the window of the Gantt chart task list by clicking the
right mouse button or the mouse button and Ctrl. In this menu all commands for work
with tasks are collected:

45
Add Task Add the empty task to the end of the task list on the Gantt Chart View.
-
Cut selection and put it into Clipboard.
Cut -
Copy the selection and put it into the Clipboard.
Copy -
Paste contents from the Clipboard.
Paste -
Inserts a task before the selected one. If no task is selected, inserts a task
Insert Task - to the end of list.
Add Subtask Add subtask to the selected task

-
Removes the selected task(s).
Delete Task
(s) - Add the text box to selected task.
Add Text Open the list of tasks Link options.

Box - Move the selected task one level deeper.

46
Tasks Link - Move the selected task one level closer to the root.
Indent Task Mark the tasks that need to be represented in the Timeline diagram.
-
Make the selected items looking like marked with a highlighter.
Outdent
Task - Generate Task Status micro report
Custom Generate a mind map (*. cdmz) from selected tasks. The file will be
mark - opened in ConceptDraw MINDMAP
Marker -
Micro
Reports -
Create Mind
Map -
Context Menu of the Timescale
This menu can be started from the timescale of Gantt chart graphic part by clicking the
right mouse button or by clicking the mouse button and Control key.
In this menu all commands for timescale scaling are collected:
Zoom In - displays timescale in more detail (day instead of weeks, etc.)
Zoom Out - displays a more generalized timescale (weeks instead of days, etc.)
Timescale... - calls Timescale dialog that allows customizing timescale appearance. It

gives more possibilities for this than Zoom In and Zoom Out commands. On the other
hand mentioned commands allows changing calendar scale quicker.
Calendar - opens the Standard Calendar dialog.
Context Menu of the Task List Heading Line

47
This menu can be started from the window of Gantt chart task list heading by clicking
the right mouse button or by clicking the mouse button and Control
Sort Ascending - enables ascending sorting by the selected column values.
Sort Descending - enables descending sorting by the selected column values.
If sorting is enabled the selected column is marked by arrow which shows the
direction of sorting.
No Sorting - disables sorting.
Hide Column - hides the selected column. Disabled for the Name column.
Column Customization... - opens the Column Customization dialog. This command is

also accessible from the menu View.

Menu Context Menu Resources View
48
Resources View
This menu can be accessed from the window of the resources list by clicking the right
mouse button or the mouse button and Ctrl.
In this menu all commands for work with resources are collected:
Add Resource Add a new resource into Resource list Add a new project on the end of

Menu Context Menu Resources View
49
- the projects list.

Cut - Cut selection and put it into Clipboard.
Copy - Copy the selection and put it into the Clipboard.
Paste - Paste content from the Clipboard.
Insert Insert a new resource before the selected one. If no resources are
Resource(s) - selected, inserts a resource to the end of list.
Delete Delete selected resource(s)
Resource(s) -
Marker - Make the selected items looking like marked with a highlighter.
Micro Reports Generate Microreports
-

Menu Context Menu Resources Usage View
50
Resources Usage View
Context menu of the Resources Usage view can be started from the Resources Usage
view by clicking the right mouse button or by clicking the mouse button and Control.
By clicking on a resource name you can open this menu: Show Resource Sheet - open
the Resource Sheet view.
By clicking on a task name you can open this menu: Show Gantt Chart - open the
Gantt Chart which contains the selected task.

Dialogs
51
Dialogs
Some controls in ConceptDraw PROJECT are rendered in dialog boxes and Inspectors.
ConceptDraw PROJECT includes the following inspectors and dialogs:
All Inspectors are combined into two side panels:
Info panel displays the following inspectors
Projects
Links
Tasks
Assignments
Resource
Hypernote panel brought together the functions of adding text notes and multiple
hyperlinks. The earlier versions of ConceptDraw PROJECT had two different panels
for these functionalities.
Hypernote
Column Customization
Timescale
Filters
Customize Toolbar
Document Recovery
Document Properties
Preferences

Dialogs Projects
52
Projects
The panel can be accessed from the Info button on the Multiproject
Dashboard. The main information about the project is denoted in this panel:
o Name - the name of the project
o Start Date - the start date of the first project task
o Finish Date - the start date of the first project task
o Budget - the project budget
o Company - the name of the company
o PM - the project author's name
o Site - the project related website
o Objective - the goal of the project
o Priority - project priority
o Marker - project marker
IMPORTANT: Changing of the start date will affect all tasks in you project.

Dialogs Tasks
53
Tasks
The panel can be accessed from the Info button on the Gantt Chart. The main
information about the project is denoted in this panel:
At the section Info the basic information about the task is denoted:
o Name - task name
o Duration - task duration
o Complete - task completion degree
o Priority - task priority

Dialogs Tasks
54
o Marker - task marker
o Milestone - defines whether the task is a Milestone
At the section Costs, cost of the task is denoted:

o Base - supposed cost (entered by user)
o Actual - real cost (calculated by the program based upon cost of using resources and
displayed in this field)
At the section Dates dates of task start and completion are denoted:
o Start - date of task start
o Finish - date of task completion
o Deadline - the last date of task completion
At the section Scheduling the Task Types are denoted:

o Fixed Duration - fixed task duration
o Fixed Units - fixed amount of resources units
o Fixed Work - fixed amount of work
At the Effort driven section you can On/Off the Effort-Driven scheduling.

Dialogs Tasks Effort-Driven Scheduling
55
Effort-Driven Scheduling
Effort- driven scheduling means that calculating project task duration is based on
assigned resources. Effort-driven scheduling is the default method of scheduling in
ConceptDraw PROJECT. The duration of a task shortens or lengthens as resources are
added or removed from a task, while the amount of effort necessary to complete a
task remains unchanged. The idea is, that based upon the resources available for a
given project, each task can be scheduled and estimated according to the number of
work hours available.
The three Task Types used in ConceptDraw PROJECT are Fixed Units, Fixed Work, and
Fixed Duration. Fixed Units is set as default. Each of the task types affects scheduling
when you edit one of the three elements as follows.
Task Type Unites is edited Duration is edited Work is edited
Fixed units Duration is Work is recalculated Duration is

recalculated recalculated
Fixed work Duration is Units is recalculated Duration is

recalculated recalculated
Fixed duration Work is recalculated Work is recalculated Units is

recalculated
Effort-driven scheduling only takes effect when resources are added to or removed
from a task. Effort-driven calculation rules are not applied when you change work,
duration, and unit values for resources already assigned to a task.

Dialogs Tasks Effort-Driven Scheduling
56
When working with effort-driven scheduling, keep the following in mind:
o The effort-driven calculations apply only after the first resources are initially
assigned to the task. After the first resources are assigned, the work value doesn't
change as new resources are assigned to or removed from the same task.
o If the assigned task type is Fixed Units, assigning additional resources shortens the
duration of the task.
o If the assigned task type is Fixed Duration, assigning additional resources decreases
the individual unit values for resources.
o If the assigned task type is Fixed Work, assigning additional resources shortens the
duration of the task.

Dialogs Links
57
Links
The panel can be accessed from the Info button on the Multiproject
Dashboard and the Gantt Chart. The main information about the project is denoted
in this panel. The panel contains information about project links between tasks,
phases and projects. Once you have created a list of project tasks, you need to edit
your project schedule in more detail by moving tasks, setting dependences between
project tasks, or making other changes using the Toolbar tools. For example: you have
tasks that you would like to link together. But, also you need to add lag time between
2 tasks. You can make this also using the Predecessors dialog.
If you need to set a time lag between selected task and the subsequent one, you have
to use the Successors tab.

Dialogs Assignments
58
Assignments
The panel can be accessed from the Info button on the Gantt Chart. The main
information about the project is denoted in this panel:
Use Resource Assignment dialog to assign resources to project tasks,

Open Gantt Chart View and select a task to assign resources.
Select a particular resource from the resources listed at the Resource Assignment
inspector and assign it to a task by double clicking or pressing the Enter key.
You can even create a new resource using buttons. The new resource will be added to
both the Resource Assignment dialog and the Resources list.
The Work resource you have assigned is displayed as 100% implementation. The other
type resource is displayed as 1 unit implementation.You can change this allocation
manually after the resource has been assigned.
Using the Effort Driven scheduling, when you assign or remove people from a task,
the duration of the task will be the lengthened or shortened based on the number of
resources assigned to it.
The resources for tasks completion are assigned in this dialog:

Dialogs Assignments
59
Resource - name of the resource

Units - occupation degree of the resource in task (in % for human resources or in
items for material resources).
Work - man hours
Set the resource type using Drop-down list.
To assign a resource just make a double-click on it and enter the amount of
resource loading. The entered information will be applied right after you quit the
dialog by clicking with mouse on any place of the document out of the edited field.
Use button "+" to add new resource into Resources list.
Use button "-" to remove resource from Resources list
Use button for switching to the Resources list.

Dialogs Resource
60
Resource
The panel can be accessed from the Info button on the Resource window. The
main information about the project is denoted in this panel:
The information about resources is denoted in this dialog:
o Name - the name of the resource.

o Type - the type of the resource (human or material).
o Cost - the resource cost. For human resources the numeral value together with the
cost units (hours, days, weeks and months) are denoted. For material resources only
the numeral value is denoted. It is possible to denote units in the floating dialog
Hypernote.
o Group - resource's group.
o E-Mail - doer's e-mail.
o Marker - Marker color of resource.
The entered information will be applied right after you quit the dialog by clicking with
mouse on any place of the document out of the edited field.

Dialogs Hypernote
61
Hypernote
The panel can be accessed from the button on the Main Toolbar. This panel
brought together the functions of adding text notes and multiple hyperlinks. The
earlier versions of ConceptDraw PROJECT had two different panels for these
functionalities.
The additional information about the task or resource can be denoted in The Note
section. The entered information will be applied right after you quit the dialog by
clicking with mouse on any place of the document out of the edited field.
You can add several files hyperlinked to one task in your project file. You can add
hyperlinks to documents or Web pages. Hyperlinks can also jump to tasks, resources
or projects within your project file. The number of hyperlinks, you can add to each
project item is unlimited.

Dialogs Hypernote
62
1 - Add a hyperlink to URL.
2 - Add hyperlink to document.
3 - Add hyperlink to folder.
4 - Add hyperlink to e-mail.
5 - Add hyperlink within current project.
6 - Remove hyperlink

Dialogs Preferences Dialog
63
Preferences Dialog
In the dialog Preferences document preferences are set. The dialog can be started by
applying the command Preferences from the menu ConceptDraw Project. It consists of
3 tabs:
1. General - general document properties are specified.

2. Calendar - the default calendar, which will be used at creating new documents, is set
here.
3. Save - saving options of an open document are set.
Tab General - On this tab some parameters for created documents are specified:
Display on new document - select from the pull-down list the document view, which
will be displayed at the program start: Gantt chart or Projects. Font - select default
font for document In the field Currency the currency displaying is set:
o Currency Symbol the used currency symbol
o Currency Position the currency position: before the number or after it
o Decimal Digits - the number of decimal digits
In the Behaviour field you can ON/OFF the Smart Enter Mode. When the Smart Enter
Mode is active, a new task will be added by the Enter key.

64
Tab Calendar - On the tab Calendar the default calendar is set. On its basis all new
documents will be created:
Default Work Units
In the field Default Work Units the first weekday and the number of working hours per
specified period of time are defined:
o Week Start on - the first day of the working week.
o Hours per Day - the number of working hours per working day.
o Hours per Week - the number of working hours per week.
o Days per Month - the number of working days per month.
Scheduling
Default task type - Choose what you would like to fix: Units, Duration or Work
Default task duration - Set up a task duration on default
Default task start date - Set up a default start date of the new task
Effort - driven check box - Set up the effort-driven options for the new tasks

65
Working Weekdays
Working days are marked in check-boxes.

Default Working Time - working time and breaks. In the left cell Start Time of the
working time is set, in the right one Finish Time. The difference between the Finish
Time of one part and Start Time of the other is a work break. By default, a working day
is divided into 2 parts with 1 lunch break. The program, however, allows you to split a
day in an arbitrary number of parts from 1 to 5.
Tab Autosave - On the tab Save document saving options are set:
In the section Autosave options auto saving parameters are set.

Dialogs Document Properties Dialog
66
Document Properties Dialog
In this dialog, document properties and calendar are set.
The dialog can be started from the menu File / Document Properties.
Tab General
Section Currency:
o Currency symbol - the used currency symbol.
o Currency position - the currency position: before the number or after it.
o Decimal digits - the number of decimal digits.
Section Work Units :
o Week start on - the first day of the working week.
o Hours per day - the number of working hours per working day.
o Hours per week - the number of working hours per week.
o Days per month - the number of working days per month.
o Cancel - close the dialog without saving the changes.

67
o OK - close the dialog having applied the changes.
Tab Calendar
In this tab a schedule for any week-day is set.
In the pop-up list at the upper part of the dialog the calendar can be chosen: for the
whole document (Document Calendar) or for one specific resource.
In the Calendar the week-day for which an individual schedule is assigned, is chosen.
The upper arrows are for scrolling the time scale: double ones - for changing the year,
single - for changing the month.
In the field Set selected day(s) as the type of timescale is chosen.

Standard - use default settings (which are set in the dialog Preferences on the tab
Calendar)
Set the individual schedule using the Drop-down list of resources.
Nonworking - make the day non-working
Set the working times of a day in the fields below.

o Apply - apply settings without closing the dialog.

68
o Cancel - close the dialog without saving changes.

o OK - close the dialog having applied the changes.
Tab Advanced
This tab allows you to set the critical path and critical task parameters.

Dialogs Print Dialog
69
Print Dialog
The Print dialog box lets you select options for a particular print job. You can specify
the printer to use, the range of pages to print, and the number of copies. To display
the Print dialog, click Print on the File menu .
You can make advanced settings for printing in this dialog box using the Show Details
button.
Use the Page tab to set the print area of a time scale, as well as page layout, scale and
the visibility of the legend.

70
Use Margins and Header&Footer tabs to set margins and Header/Footer options for
the current document.

71

Dialogs Customize Dialog
72
Customize Dialog
In this dialog, interface settings are done: contents of menu and icons, their size, etc.
Dialog can be started from the menu View \ Customize Toolbar... or from the
window's context menu Customize Toolbar....
Drag the required buttons into the toolbar, place spaces and separators or just use the
default set.
In the Show section you choose a style for buttons in the toolbar:
o Icon&Text - to display both icons and text
o Icon Only - to display icons only
o Text Only - to display text only
Mark the Use Small Size field to use small buttons. Press Done after you made all
changes.

Dialogs Document Recovery Dialog
73
Document Recovery Dialog
In this dialog the report view is selected.
If the program has been incorrectly closed, at the next start the Document Recovery
dialog will appear.
This dialog contains the list of not saved documents which you can open, or delete.
Check the needed documents and press the Restore button to open these auto saved
documents. You can remove checked documents from the list of auto saved pressing
the Delete.
To close the dialog without restoration of documents, click Close.
If after closing the dialog in the list there were documents in relation to which any
action have not been taken (not restored and not removed), at the next start of the
program the Document Recovery dialog will be opened again, containing these files.

Dialogs Column Customization Dialog
74
Column Customization Dialog
Column preferences are set in this dialog.
The dialog can be started from the menu View / Column Customization, from the
context menu or by double - click from the tasks list heading panel.
Check boxes are marked next to the columns, which will be displayed in Gantt chart
task list.
The Column Customization dialog contains the following columns:
Gantt Chart View
Baseline Cost Total planned cost for an task
Baseline Finish The planned completion date for a task.
Baseline Start The planned beginning date for a task.
The current status of task in percentages of the

Complete
tasks duration that has been completed.
Cost The total scheduled cost for a task

75
The piece of total scheduled cost that remains

Cost to Completion
for a task completion.
The custom column, user can use to enter any
Cost1
additional information on the task cost
Tasks, marked in this column make a project's
CP
critical path.
Indicates tasks marked to be used in the
Custom Mark
Timeline from Marked Tasks report.
The target data, indicates when the task should
Deadline
be completed
Duration The total span of a working time for a task
The earliest date that a task could possibly be

Early Finish
completed.
The duration between the Early Start and Early
Early Slack
Finish Dates
Early Start The earliest date that a task could possibly begin.
The date when a task is scheduled to be

Finish
completed
Hyperlinks Add/Edit hyperlinks to a task
The latest date that a task can finish without

Late Finish
delaying the finish of the project.
The duration between the Late Start and Late
Late Slack
FinishDates
The latest date that a task can start without
Late Start
delaying the finish of the project.
Name Project task name
Comment you can enter about the current

Notes
project using the Hypernote panel

76
Displays the place of task in the project outline

Outline Level
hierarchy.
The number that displays the associated tasks
Outline Number
position in the project outline hierarchy.
The planned task completion status
Planned Complete
(percentages) at the current date.
The tasks numbers (#) on which the task
Predecessors
depends before it can be started or finished.
The level of importance given to a task by project
Priority
manager
Resources Resources assigned to task
Start The date when a task is scheduled to be started
The tasks numbers (#) that act as successors for

Successors the current task (tasks, whose start or finish date
is driven by their predecessor task.)
The total amount of time , scheduled on a task
for all assigned resources., or the total amount
Work
of time , scheduled for particular resource on a
task (Resource Assignment Inspector ).
The Unique ID field contains the number that
ConceptDraw PROJECT automatically designates
Unique ID
whenever a new task is created in the current
project
Multiproject View
Baseline Cost Total planned cost for an project
Baseline Finish The planned completion date for a project
Baseline Start The planned beginning date for a project.
Budget The budget, allocated to a project.

77
Company Company Name
The current status of project in percentages of

Complete
the projects duration that has been completed.
Changing of the Complete value between the
Complete Increase current and previously saved measured in
percent
Changing of the Complete Increase value
Complete Increase Rate between the current and previously saved
measured in percent
Cost The total scheduled cost for a project
The piece of total scheduled cost that remains

Cost to Completion
for a project completion
The date when a project is scheduled to be
Finish Date
completed
Hyperlinks Add/Edit hyperlinks to a project
Objective Project objectives
The planned project completion status

Planned Complete
(percentages) at the current date.
The level of importance given to a project by
Priority
project manager
Project Description Short description of the project
Project Manager Who is project Manager?
Project Name Project name
Project Site Url of the corresponding website
The date when a project is scheduled to be

Start Date
started

78
Resources View
For Work resource displays the cost that accrues

every time unit, the resource is used.
Cost
For a non-human resource displays the cost that
accrues at one unit of the resource usage.
Email Contact email address assigned to resource
A customizable field to structure resources into

Group
groups
Hyperlinks Add/Edit hyperlinks to a resource
Name Resource name
Comment you can enter about the current

Notes
resource
Type of the resource (work, material, cost,
Type
equipment, company)
The Unique ID field contains the number that
ConceptDraw PROJECT automatically designates
Unique ID
whenever a new resource is created in the
current project.

Dialogs Timescale Dialog
79
Timescale Dialog
In this dialog, time measurements for graphic displaying of tasks can be set.
The dialog can be started from the context menu on the header bar of the diagram
graphic part.
In the section Top tier formatting the measurements for the top part of the header bar
can be set:
o Units - time units (from years to minutes).
o Align - alignment by the left, right or by the center.
In the section Bottom tier formatting the measurements for the bottom part of the
header bar can be set:
o Units - time units (from years to minutes).
o Align - alignment by the left, right or by the center.
Count - the interval the dates are shown with (1 means that all the dates in succession
are shown; 2 - every second; 3 - every third etc.)
Cancel - close the dialog without saving the changes
OK - close the dialog having applied the changes.

Dialogs Filters Dialog
80
Filters Dialog
Those who use ConceptDraw PROJECT in their daily work may have faced the need to
filter their project in some special way to get the appropriate information. To
customize filtering options use the Filters dialog. To open the Filters dialog select the
"Manage filters" option from the drop-down menu of the Filter Mode.
In the left part of the window, you can specify the project view, which is filtered by
default. There is also the filters list which contains predefined and user created
filtering options.
Filters for - Specify the project view, which is filtered by default: Project, Tasks, or
Resources.
Available Filters List - The filters list which contains predefined and custom filters.
- Add the new custom filtering condition.
- Remove the selected filters.

Dialogs Filters Dialog
81
Duplicate - Duplicate the selected filters. If you need to modify predefined filter, you
should duplicate this filter by clicking Duplicate filter
Import - This operation allows importing your custom filters from XML file. Thus, the
filters will be available on any computer no matter which ConceptDraw PROJECT
document you work with.
Export - This operation allows exporting selected custom filters into single XML file
and copying it to other computer.
Edit custom filter using editing window
Add/Remove criterion row using and buttons.
IMPORTANT : *The predefined filtering options cannot be edited or removed.

Dialogs Find/Replace Dialog
82
Find/Replace Dialog
This dialog allows you to search for text in a project schedule. You can search and edit
text of a project schedule.
The Find & Replace dialog:

Dialogs Predecessors Dialog
83
Predecessors Dialog
Predecessors dialog can be accessed from the Edit menu.
Once you have created a list of project tasks, you need to edit your project schedule in
more detail by moving tasks, setting dependences between project tasks, or making
other changes using the Toolbar tools. For example: you have tasks that you would
like to link together. But, also you need to add lag time between 2 tasks.
You can make this using the Predecessors dialog.

Keyboard Shortcuts
84
Keyboard Shortcuts
Keyboard Operation
ConceptDraw Office Tools
Cmd + Shift + M Create ConceptDraw MINDMAP File
Documents and Windows
Cmd + N Create a New Document
Cmd + O Open a Document
Cmd + S Save the active document
Cmd + Shift + S Save the active document under a

new file name
Cmd + P Print Preview
Cmd + F Activate the Quick Find tool
Cmd + Opt + F Open the Find&Replace dialog
Cmd + W Close active document
Esc Close Dialog
Presentation
Cmd +Shift+P Capture Slide
Application
Cmd + H Hide ConceptDraw PROJECT
Cmd + Option + H Hide other applications
Cmd + Q Quit ConceptDraw PROJECT

Keyboard Shortcuts
85
Keyboard Operation
Cmd + , Preferences (Application Settings)
Tasks
Opt+Cmd+Return Add tasks
Cmd + Return Add new subtask
Shift + Return Insert new task after selected
Opt + Return Add task to end of the list
Delete Delete selected task(s)
Cmd + Right Indent task
Cmd + Left Outdent task
Shift + Left Collapse selected phase
Shift + Right Expand selected phase
Cmd + Down Move item to the next position (one

line down)
Cmd + Up Move item to the previous position
(one line up)
Cmd + L Link selected tasks
Cmd + Shift+L Unlink selected tasks
Cmd + G Go to selected task
Return The functional key of Outline view is

used for fast adding of new entities
Projects(s)
Cmd + Shift + N Insert a new project below the

selected

Keyboard Shortcuts
86
Keyboard Operation
Delete Delete selected project(s)
Opt + Cmd + Return Add a new project at the end of the

list
View
Cmd + Opt + G Switch to Gantt Chart View
Cmd + Opt + R Switch to Resource Sheet View
Cmd + Opt + J Switch to Multiproject Dashboard
Cmd + Opt + U Switch to Resource Usage View
Cmd + Opt + P Switch to Reports ViewReports
Shift + Mouse wheel Horizontal Scroll
Tab Switch view to next
Editing
Cmd + Z Undo the last operation
Cmd + Shift + Z Redo what was reserved by Undo
Cmd + X Cut the selection to the Document
Cmd + C Copy the selection to the Document
Cmd + V Paste the content from the

Document
Selecting
Select with Cmd Allow to select several tasks
Select with Shift Allow to select several tasks (from

the first to the second)

Keyboard Shortcuts
87
Keyboard Operation
Cmd + A Select all the tasks on document

ConceptDraw Project 8 Reference Mac

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o User Interface Reference

Welcome to ConceptDraw PROJECT v8 for macOS 1

2017 CS Odessa corp.

2017 CS Odessa corp.

Welcome to ConceptDraw PROJECT v8 for macOS

ConceptDraw Maintenance Assurance

ConceptDraw PROJECT v8 User Interface Reference 2017 CS Odessa corp.

ConceptDraw PROJECT main Toolbar contains frequently used commands and

The views section allows you to switch between document views.

Switch to Gantt Chart View

Switch to the Resources View

Switch to the Resources Usage Dashboard View

ConceptDraw PROJECT v8 User Interface Reference 2017 CS Odessa corp.

Changes Theme of the Gantt view

Activates Filters Mode

ConceptDraw PROJECT v8 User Interface Reference 2017 CS Odessa corp.

ConceptDraw PROJECT v8 User Interface Reference 2017 CS Odessa corp.

Multiproject Dashboard (Cmd+Opt+)

Gantt Chart View (Cmd+Opt+G)

Resources View (Cmd+Opt+R)

ConceptDraw PROJECT v8 User Interface Reference 2017 CS Odessa corp.

The project file contains a lot of information.

ConceptDraw PROJECT v8 User Interface Reference 2017 CS Odessa corp.

This window is a list of projects with their characteristics.

ConceptDraw PROJECT v8 User Interface Reference 2017 CS Odessa corp.

Gantt Chart View

All parameters can be specified in theTasks inspector. Some parameters can be

ConceptDraw PROJECT v8 User Interface Reference 2017 CS Odessa corp.

At changing the degree of completion in accordance with WYSIWYG conception you

ConceptDraw PROJECT v8 User Interface Reference 2017 CS Odessa corp.

Resources window is a list of resources with their characteristics.

ConceptDraw PROJECT v8 User Interface Reference 2017 CS Odessa corp.

Resource Usage Dashboard

To quickly move to the Resource view just make a double-click on a resource.

ConceptDraw PROJECT v8 User Interface Reference 2017 CS Odessa corp.

ConceptDraw PROJECT v8 User Interface Reference 2017 CS Odessa corp.

ConceptDraw PROJECT v8 User Interface Reference 2017 CS Odessa corp.

ConceptDraw PROJECT Menu

About ConceptDraw PROJECT - opening the About dialog.

Preferences... - setting up general properties of created documents. The dialog

Services - opening the System Preferences dialog.

Hide ConceptDraw PROJECT hiding the document.

Hide Others hiding all other documents.

Show All - showing all windows of ConceptDraw Project.

Quit ConceptDraw PROJECT quitting the program.

ConceptDraw PROJECT v8 User Interface Reference 2017 CS Odessa corp.

New - creating a new document.

Open Recent - opening one of the recently opened documents.

Insert Project - adding project from a file to Multiproject Dashboard

Close closing the document.

Save saving the document.

Import importing the document from another application or different format.

MS Project File... creating new document on the basis of information taken

ConceptDraw PROJECT v8 User Interface Reference 2017 CS Odessa corp.

Mindjet MindManager - creating new document on the basis of information

MS Excel Workbook - creating new document on the basis of information taken

ConceptDraw PROJECT v8 User Interface Reference 2017 CS Odessa corp.

Export - exporting the document to another format.

Tex Outline... saving the document in the *.txt format.

MS Project File... exporting the document to MS Project XML

Mindjet MindManager - saving the document in the * .mmap format. Document

MS Excel Workbook - Save the document as Microsoft Excel * .xlsx workbook

Create Presentation creating presentation slides.

Open in MINDMAP saving the document in ConceptDraw MINDMAP format and