Chapter 7

The Projman Application

Chapter Table of Contents

OVERVIEW . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 685
PROJMAN COMMAND . . . . . . . . . . . . . . . . . . . . . . . . . . . . 685
PROJMAN WINDOW . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 686
Projman Options Window . . . . . . . . . . . . . . . . . . . . . . . . . . . 688
Import Project Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 689
PROJECT INFORMATION WINDOW . . . . . . . . . . . . . . . . . . . . 690
Project Schedule Summary Window . . . . . . . . . . . . . . . . . . . . . . 691
PM WINDOW . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 692
CALENDARS WINDOW . . . . . . . . . . . . . . . . . . . . . . . . . . . . 693
Edit Calendar Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 694
HOLIDAYS WINDOW . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 695
Edit Holiday Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 696
RESOURCES WINDOW . . . . . . . . . . . . . . . . . . . . . . . . . . . . 697
Edit Resource Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 698
Availability Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 700
Alternates Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 702
WORKSHIFTS WINDOW . . . . . . . . . . . . . . . . . . . . . . . . . . . 703
Edit Workshift Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 704
SCHEDULE OPTIONS WINDOW . . . . . . . . . . . . . . . . . . . . . . . 705
Additional Options Window . . . . . . . . . . . . . . . . . . . . . . . . . . 707
Additional Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 707
Resource Options Window . . . . . . . . . . . . . . . . . . . . . . . . . . . 709
Resource Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 709
Scheduling Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 711
REPORTS WINDOW . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 712
Report Options Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . 714
Tabular Report Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 714
Graphics Report Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . 715
Title Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 716
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Footnote Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 716

Options Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 717
Standard Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 717
Macro Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 718
CALENDAR REPORT OPTIONS WINDOW . . . . . . . . . . . . . . . . . 722
GANTT CHART OPTIONS WINDOW . . . . . . . . . . . . . . . . . . . . 723
Chart Control Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 725
Task Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 726
Time Axis Controls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 727
Task Bar Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 727
Color Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 728
NETWORK DIAGRAM OPTIONS WINDOW . . . . . . . . . . . . . . . . 729
Page/Layout Control Options . . . . . . . . . . . . . . . . . . . . . . . . . . 730
Node Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 732
Time Scale Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 732
Arc Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 733
Color Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 734
RESOURCE REPORT OPTIONS WINDOW . . . . . . . . . . . . . . . . . 735
TABULAR LISTING OPTIONS WINDOW . . . . . . . . . . . . . . . . . . 735
Additional Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 737
IMPORT ACTIVITY DATA SET WINDOW . . . . . . . . . . . . . . . . . 737
Standard Import Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . 738
Secondary Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 739
Basic Activity Information . . . . . . . . . . . . . . . . . . . . . . . . . . . 740
Progress/Baseline Information . . . . . . . . . . . . . . . . . . . . . . . . . 741
Resource Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 742
Additional Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 743
IMPORT CALENDAR DATA SET WINDOW . . . . . . . . . . . . . . . . 745
IMPORT HOLIDAY DATA SET WINDOW . . . . . . . . . . . . . . . . . . 746
IMPORT RESOURCEIN DATA SET WINDOW . . . . . . . . . . . . . . . 747
IMPORT WORKSHIFT DATA SET WINDOW . . . . . . . . . . . . . . . 748

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Chapter 7
The Projman Application
Overview
The Projman application is a user-friendly graphical user interface for performing
project management with the SAS System. Through the use of an interactive Gantt
chart window provided by the PM procedure, you can easily create and manage mul-
tiple projects. For more information, see Chapter 6, “The PM Procedure.”
Projman is accessed by invoking the projman command in the SAS Display Manager
or by selecting Solutions->Analysis->Project Management from the primary SAS
menu. When you invoke Projman, the Projman Window is displayed. This window
is the primary window for accessing the functionality of the application. See the
“Projman Window” section on page 686 for more information.
Projman enables you to define multiple projects, information about which is stored
in a project dictionary data set. For more information about this data set, see the
“PROJDICT= Option” section, which follows. To access the data associated with
a project, you use the Project Information Window. This window provides access to
interfaces for defining data corresponding to activities, calendars, holidays, resources,
and workshifts. See the “Project Information Window” section on page 690 for more
information.
Projman also provides a variety of project reports. These reports include Gantt charts,
network diagrams, calendars, and tabular listings, as well as resource usage and cost
reports. You can easily modify any of the standard reports to add your own person-
alized reports to the application. For more information on reports, see the “Reports
Window” section on page 712.
For general information about project management, consult the glossary on page 751.

Projman Command
The projman command supports two options:

 PROJDICT=

 project name

PROJDICT= Option
The PROJDICT= option is used to specify the location of the Projman project dic-
tionary data set. The project dictionary data set stores the definition of each project
created with the Projman application.
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Valid values for the option are a two-level SAS data set name (that is, <li-
brary>.<dsname>, where <library> is a currently defined SAS libname and
<dsname> is a valid SAS data set name).
If the data set specified with the PROJDICT= option does not exist, Projman attempts
to create a new project dictionary data set at that location. If the data set already
exists and it is not a valid project dictionary data set, Projman uses the default project
dictionary data set location, SASUSER.PROJDICT.
Project Name Option
The Project Name option can be used to indicate a project that should be opened au-
tomatically when Projman is started. If the project does not exist, Projman produces
a warning message.
To specify project names that contain multiple adjacent blanks (that is, “Project – –
– ABC”), enclose the name in double quotes.

Projman Window
The Projman Window is the initial window opened by the Projman application. When
you start the application, all currently defined projects are listed in this window. To
view an existing project, select the desired name in the project list and press the Open
button. Projects can be opened with either read or update access.
When a new or existing project is opened, a Project Information window is displayed.
Individual project data can be manipulated from that window. For more information,
see the “Project Information Window” section on page 690.

Quit
Pressing the Quit button exits the Projman application. If projects are open with
update access and changes have been made, you are prompted to save changes.
New
Pressing the New button creates a new project and opens that project with update
access. A default project name (Projectn, where n is an integer) is automatically gen-
erated and added to the project list. When creating a new project, you are prompted

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to select the library where the project data is to be stored. After you select a library,
the Project Information window is opened. For more information on that window, see
the “Project Information Window” section on page 690.
Open
Pressing the Open button opens the selected project with read or update access. The
access level is determined by the current setting of the Open Mode option. In order to
save modifications to a project, you must open the project with update access. While
you have a project open with update access, other users are only able to obtain read
access to that project.
Copy
Pressing the Copy button copies the selected project. When copying a project, you
are prompted to select the library where the project data is to be stored. You are
also required to specify a unique project name. The new project name automatically
appears in the project list.
Delete
Pressing the Delete button deletes the selected project. In order to delete a project,
you must be able to obtain update access. In other words, no other user can have the
project open with update access.
Display Library
This option is used to toggle the display of project library names within the project
list. The library name indicates the library reference to the SAS data library where
a particular project’s data is stored. If a project’s library reference is not defined,
Projman is unable to open the project.
Options
When this button is pressed, the Projman Options window is displayed. For informa-
tion on this window, see the “Projman Options Window” section on page 688.
Import Project
When this button is pressed, the Import Project window is opened. For information
on this window, see the “Import Project Window” section on page 689.
Open Mode
The Open Mode option is used to specify whether projects are to be opened with
read or update access. When a project is opened with read access, you may modify
a working copy of the project data, but you are unable to save those changes when
the project is closed (although you can use the Save As feature to save the modified
project as a different project).
When a project is opened with update access, no other Projman session can open
that same project with update access; however, read access would be available. It is
necessary to use update access if you want to save changes to the current project.
For different users to have simultaneous read access to the same project, SAS/SHARE
software is required. Note that only one user can have update access to a particular
project at a particular time. Access level does not affect the ability to produce project
reports.

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Projman Options Window

The Projman Options window enables you to manipulate options that control the
behavior of the Projman application.

User Name
The User Name field can be used to specify the user’s name, which is used to indicate
who last modified a project. Modification information appears in the Project Sched-
ule Summary window. For information on that window, see the “Project Schedule
Summary Window” section on page 691.
Device Driver
The Device Driver field can be used to specify the name of the device driver that is
to be used when printing reports. You can also indicate whether or not to use this
device as a “target” device when reports are shown on the screen. In other words, the
graphics output on the screen emulates the characteristics of the device listed in the
Device Driver field.
Default Scheduling Options
The Default Scheduling Options enable you to set default values for the project’s
duration unit, day start, and day length parameters. Note that changing the values of
these options does not affect projects that already exist.
Automatically open Activities Window when opening projects.
If this option is selected, a project’s Activities window (an interactive Gantt chart win-
dow provided by the PM procedure) automatically opens when the project is opened.
For more information, see the “PM Window” section on page 692.

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Import Project Window

The Import Project window enables you to import external project data or create
sample projects.

Activity Data Set

When this option is selected and the Import Project... button is pressed, the Import
Activity Data Set window is opened. For more information, see the “Import Activity
Data Set Window” section on page 737.
PROJMAN (V6) project
When this option is selected and the Import Project... button is pressed, you are
presented with a list of Version 6 Projman projects to import.
Import Project...
Depending upon the setting of Project Type as "Activity data set" or "PROJMAN
(V6) project," pressing this button commences the appropriate import process.
Sample Projects
This list displays the sample projects that are currently available with the Projman
application. Make the desired selection and use the Create Sample Project button to
create a sample project.
Create Sample Project
Use this button to create the sample project that is currently selected in the Sample
Projects list.

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Project Information Window

The Project Information window is initially displayed when a project is opened for
read or update. The access control level is indicated in the window title. In this
window, you can edit the project name and description as well as access windows for
specifying project data and producing reports.

Name
The Name field is used to specify the name of the project. Project names must be
unique. A longer description can be given in the Description field.
Description
The Description field is provided to give the opportunity for storing a short descrip-
tion of the project. A description is purely optional and is used for identification
purposes only.
Activities
When this button is selected, the PM window (an interactive Gantt Chart provided by
the PM procedure) displays the current project structure and schedule. Within this
window, activities can be added and deleted and corresponding data can be modified.
For more information, see the “PM Window” section on page 692.
Options
This selection is used to access a window for setting project scheduling options, as
well as a window for adding variables to the Activity data set. For more informa-
tion on project scheduling options, see the “Schedule Options Window” section on
page 705.
Calendars
When this button is pressed, the Calendars window is opened. For information on
this window, see the “Calendars Window” section on page 693.
Holidays
When this button is pressed, the Holidays window is opened. For information on this
window, see the “Holidays Window” section on page 695.

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Resources
When this button is pressed, the Resources window is opened. For information on
this window, see the “Resources Window” section on page 697.
Workshifts
When this button is pressed, the Workshifts window is opened. For information on
this window, see the “Workshifts Window” section on page 703.
Reports
When this button is pressed, the Reports window is opened. For information on this
window, see the “Reports Window” section on page 712.
Summary
When this button is pressed, the Project Schedule Summary window is opened. For
information on this window, see the “Project Schedule Summary Window” section
on page 691.

Project Schedule Summary Window

This window displays summary information for the different project schedules that
have been computed. In addition to the start and finish times for these schedules, the
duration and the percent completion of the project are also displayed. Note that these
values correspond to the Resource Schedule of the project if resource-constrained
scheduling was performed; otherwise, they correspond to the Early Schedule of the
project.
This window also indicates the dates when the project was created and last modified
as well as the user that last modified the project.

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PM Window
The PM window (also referred to as the Activities window) is an interactive Gantt
chart window provided by the PM procedure. Within Projman, this window is used
to manipulate data corresponding to the project activities. This data includes names,
durations, precedence relationships, calendars, resource requirements, progress in-
formation, and baseline schedules, as well as user-defined identification fields.
While the PM window is open, all other Projman application windows are inactive.
To access options that control the manner in which the PM window schedules activi-
ties, press the Options button on the Project Information window before opening the
PM window. For additional information on the PM window, see Chapter 6, “The PM
Procedure.”

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Calendars Window
The Calendars window lists all of the calendars that have been defined for the project.
From this window, you can create, edit, copy, and delete calendar definitions. Once
defined, calendars can be assigned to activities as well as resources. You can define
as many individual calendars as you want. Note that some actions in this window are
disabled if they are not valid.

New
When this button is pressed, a new calendar is created and displayed in an Edit Cal-
endar window for editing.
Copy
When this button is pressed, the selected calendar is copied and displayed in an Edit
Calendar window for editing. If no calendar is selected, this option is disabled.
Open
When this button is pressed, the selected calendar is displayed in an Edit Calendar
window for editing. If no calendar is selected, this option is disabled.
Delete
When this button is pressed, the selected item in the calendar list is deleted. A sec-
ondary window is opened to confirm the deletion. Deletions are irreversible unless
the project is closed without saving the current changes. If no calendar is selected,
this option is disabled.
Import Calendar Data Set
When this button is pressed, a window is displayed for importing a CALENDAR data
set. For information on this window, see the “Import Calendar Data Set Window”
section on page 745. The import data set is required to be in the format appropriate
for input to the CPM or PM procedure. For information on the CALENDAR data set,
see the “CALEDATA Data Set” section on page 98.

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Edit Calendar Window

This window enables you to create and modify calendar definitions. You can specify
a calendar name and description as well as choose the workshifts for each day of the
work week.
Calendar names can take either character or numeric values, but they must be unique.
If a calendar is defined with the name Default, every activity in the project will follow
that calendar unless the activity has a specific calendar associated with it.

Name
The Name field is used to specify the name of the calendar. The calendar name can
be either character or numeric, but it must be unique. This name is the value that will
be used to assign calendars to activities and resources. A longer description can be
given in the Description field.
Description
The Description field enables you to store a short description about the calendar. A
description is purely optional and is used for identification purposes only.
Workshift Table
The Workshift table indicates the workshifts that have been assigned to each day of
the week. By default, Monday through Friday are working days (identified by the
WORKDAY workshift), while Saturday and Sunday are nonworking days (identified
by the HOLIDAY workshift). To change the workshift associated with a particular
day or days, simply select that day (days) by selecting the corresponding workshift
(workshifts) in the table and press the Set Workshift... button.
Set Workshift...
When the Set Workshift... button is pressed, a window is opened that displays all of
the workshifts currently defined for the project. By selecting different workshifts, you
can change the highlighted values in the Workshift table. When the desired selection
has been made, press the Close button to close the window.

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Holidays Window
The Holidays window lists all of the holidays that have been defined for the project.
From this window, you can create, edit, copy and delete holiday definitions. You
can define as many individual holidays as you want. Note that some actions in this
window are disabled if they are not valid.

New
When this button is pressed, a new holiday is created and displayed in an Edit Holiday
window for editing.
Copy
When this button is pressed, the selected holiday is copied and displayed in an Edit
Holiday window for editing. If no holiday is selected, this option is disabled.
Open
When this button is pressed, the selected holiday is displayed in an Edit Holiday
window for editing. If no holiday is selected, this option is disabled.
Delete
When this button is pressed, the selected item in the holiday list is deleted. A sec-
ondary window is opened to confirm the deletion. Deletions are irreversible unless
the project is closed without saving any changes. If no holiday is selected, this option
is disabled.
Import Holiday Data Set
When this button is pressed, a window is displayed for importing a HOLIDAY data
set. For information on this window, see the “Import Holiday Data Set Window”
section on page 746. The import data set is required to be in the format appropriate
for input to the CPM or PM procedure. For information on the HOLIDAY data set,
see the “HOLIDATA Data Set” section on page 99.

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Edit Holiday Window

This window enables you to create and modify holiday definitions. You can specify a
holiday name and description as well as a start date, finish date, and the duration (or
length) of the holiday. Additionally, you can indicate the calendar or calendars that
the holiday is to be associated with.
Holiday names can take either character or numeric values. A start date is always
required when defining a holiday.

Name
The Name field is used to specify the name of the holiday. The holiday name can
be either character or numeric. A longer description can be given in the Description
field.
Description
The Description field enables you to store a short description about the holiday. A
description is purely optional and is used for identification purposes only.
Holiday Start Date
The Holiday Start Date field is used to indicate the calendar date that represents the
start of the holiday. The start date is required. The value can be entered with either
a DATEw. (that is, 01MAY1998) or a DATETIMEw. (that is, 01MAY1998:08:30:00)
format. Alternatively, by pressing the Start: button, you can access an Edit Date
window to specify the desired value.
Holiday Finish Date
The Holiday Finish Date field can be used to indicate the calendar date that represents
the finish of the holiday. The finish date is not required; however, if not specified, the
holiday will last only one duration unit (as defined for the project) unless the length
of the holiday is specified in the Holiday Duration field. The finish date value can
be entered with either a DATEw. (that is, 01MAY1998) or a DATETIMEw. (that is,
01MAY1998:16:59:59) format. Alternatively, by pressing the Finish: button, you can
access an Edit Date window to specify the desired value.

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Holiday Duration
The Holiday Duration field can be used to specify the length of the holiday. Duration
values are specified in the units of the project’s duration unit. The duration is optional,
but it is assumed to be 1 if the holiday finish date is not provided. If the holiday finish
date is specified, the duration is ignored.
Calendars...
Pressing the Calendars... button opens a window for indicating which project calen-
dar or calendars the holiday is to be associated with. If no calendars are specified in
the list, the holiday is assigned to ALL calendars.
The Calendars window contains a list of calendars that the current holiday is assigned
to. To remove calendars, simply select the calendar to be removed and press the
Remove button. To add calendars to the list, press the Add button. A list of all
calendars is displayed and if you select individual calendar entries, they are added to
the holiday’s calendar assignments.

Resources Window
The Resources window lists all of the resources that have been defined for the project.
From this window, you can create, edit, copy and delete resource definitions. You
can define as many individual resources as you want. Note that some actions in this
window are disabled if they are not valid.

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New
When this button is pressed, a new resource is created and displayed in an Edit Re-
source window for editing.
Copy
When this button is pressed, the selected resource is copied and displayed in an Edit
Resource window for editing. If no resource is selected, this option is disabled.
Open
When this button is pressed, the selected resource is displayed in an Edit Resource
window for editing. If no resource is selected, this option is disabled.
Delete
When this button is pressed, the selected item in the resource list is deleted. A sec-
ondary window is opened to confirm the deletion. Deletions are irreversible unless
the project is closed without saving any changes. If no resource is selected, this option
is disabled.
Import Resourcein Data Set
When this button is pressed, a window is displayed for importing a RESOURCEIN
data set. For information on this window, see the “Import Resourcein Data Set
Window” section on page 747. The import data set is required to be in the format
appropriate for input to the CPM or PM procedure. For information on the RE-
SOURCEIN data set, see the “RESOURCEIN= Input Data Set” section on page 107.

Edit Resource Window

This window enables you to create and modify resource definitions. You can specify
a resource name and description as well as indicate the resource type and priority.
Also, actual, budgeted, and fixed resource costs can be specified. In two secondary
windows, you can define the availability profile and a list of substitute resources.
Resource names must be valid SAS names and must be unique.

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Name
The Name field is used to specify the name of the resource. The resource name must
be a valid SAS name and must be unique. A longer description can be given in the
Description field.
Description
The Description field enables you to store a short description of the resource. A
description is purely optional and is used for reporting purposes only.
Calendar Name
The Calendar Name field is used to specify the name of the calendar for the resource.
Simply type the name of the desired calendar in the field and press Enter. If that
calendar does not exist, you are asked if you would like for it to be created. If you
respond affirmatively, a calendar (with default settings) is created and given the speci-
fied name. Calendars are modified by accessing the Calendars window for the project.
For more information, see the “Calendars Window” section on page 693.
Resource Type
Resources are classified as either consumable or replenishable. A consumable re-
source is one that is used up by the job (such as bricks or money), while a replen-
ishable resource becomes available again once a job using it has finished (such as
laborers or machinery).
If the For Aggregation Only option is selected, this resource is used for aggregation
rather than resource-constrained scheduling. For more information on aggregation,
consult the glossary on page 751. When a resource is defined as an aggregate re-
source, resource availability information is ignored.
Amount of Work
This selection indicates the amount of work that a particular resource is to perform
on an activity (or the manner in which the resource affects an activity’s duration).
When the Fixed by activity duration option is selected, the resource works for a fixed
duration, as specified for the activity; in other words, the activity’s duration is not
affected by changing the rate of the resource used by the activity. The Drives activity
duration selection indicates that the activity’s work value indicates the total amount
of work required by the resource for that activity; such a resource is called a driv-
ing resource. The Spans entire activity selection indicates that the resource is to be a
spanning resource; in other words, the resource is required to work throughout the ac-
tivity’s duration, no matter which resource is working on it. For example, an activity
might require 10 percent of a “supervisor,” or the use of a particular room, through-
out its duration. For such an activity, the duration used for the spanning resource is
computed after determining the span of the activity for all the other resources.
Resource Priority
You can use the horizontal slider to specify a resource priority value between 1 and
100. Lower numbers indicate higher priority. During resource-constrained schedul-
ing, this number is used to order activities that are waiting for resources when the
primary scheduling rule is specified as resource priority. For information on schedul-
ing rules, see the “Scheduling Rules” section on page 711.

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Resource Cost
The Resource Cost fields enables you to specify an actual, budgeted, and fixed cost
value for each resource. These costs are optional and are used in cost calculations for
resource cost reports.
Supplementary Resource Level
The Supplementary Resource Level field can be used to specify an amount of extra
resource that is available for use throughout the duration of the project. This extra
resource is used only if the activity cannot be scheduled without delaying it beyond
its late start time.
Availability...
Pressing the Availability... button opens the Availability window for the current re-
source. From this window, you can define the availability profile for the resource.
For more information, see the “Availability Window” section on page 700.
Alternates...
Pressing the Alternates... button opens the Alternates window for the current re-
source. From this window, you can define alternate (substitute) resources for the
current resource. For more information, see the “Alternates Window” section on
page 702.

Availability Window
This window enables you to specify the availability profile for the current resource.
By adding records to the profile, you can indicate when the resource availability
changes over time. By default, one record is added to the list to indicate an initial
availability of one unit (on January 1, 1960).
It is only necessary to add records for each change in the availability. Note that,
for consumable resources, the availability amount represents the cumulative amount
available to date.

Day
The horizontal slider is used to specify the desired day for adding an entry to the
availability profile.

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Month
The horizontal slider is used to specify the desired month for adding an entry to the
availability profile.
Year
The horizontal slider is used to specify the desired year for adding an entry to the
availability profile.
Time
The horizontal slider is used to specify the desired time for adding an entry to the
availability profile. Note that times are based on a 24 hour clock (that is, 13:00 = 1
PM).
Available
The Available field is used to specify the desired available amount for adding (or
updating) an entry to the availability profile.
Availability Profile
The Availability Profile list indicates the amount of resource that is available to the
project over time. To add or update records in the list, select the desired date, specify
an available amount, and press the Add/Update button. Records in the list are sorted
automatically by date. To delete records from the list, select the desired records and
press the Delete button.
Add/Update
Pressing the Add/Update button adds or updates a record in the availability profile
depending on the current date setting and the available amount specified. Records in
the availability profile are sorted automatically by date.
Delete
Pressing the Delete button removes the currently selected records in the availability
profile. Note that deletions cannot be aborted unless changes to the resource are not
saved.

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Alternates Window
This window enables you to specify the alternates profile for the current resource.
By adding records to the profile, you can indicate which resources and at what rate
those resources can be substituted for the current resource. Alternate resources are
purely optional, but they can be very helpful in reducing resource infeasibilities. Only
resources of the same type (consumable or replenishable) can be substituted for one
another.

Resources List
The Resources list contains all of the resources defined for the project that are of the
same type (replenishable or consumable) as the current resource, as substitutions can
only be made by like-typed resources. Selecting one or more resources in this list
enables you to add records to the alternates profile.
Rate
The Rate field is used to specify the rate of substitution for an alternate resource
specification. For example, if resource Z is to be substituted for resource X with a
substitution rate of 0.5, an activity that requires 1 unit of resource X could be com-
pleted with 0.5 units of resource Z.
Priority
The horizontal slider can be used to indicate a priority for an alternate resource spec-
ification. Lower numbers indicate higher priority. This priority is used to order the
resources that are listed as alternates (substitutes) for the current resource.
Alternates Profile
The Alternates Profile indicates the resources that are eligible to be substituted for the
current resource (if it should be unavailable during project scheduling). Records in
this list are ordered by priority to indicate the order in which substitutions would be
made (if needed). To add or update records in the list, select one or more resources
in the Resources list, specify the rate of substitution and the priority, and press the
Add/Update button. To delete records from the list, select the desired records and
press the Delete button.

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Add/Update
Pressing the Add/Update button adds or updates a record in the alternates profile
depending on the current resource, rate, and priority settings.
Delete
Pressing the Delete button removes the currently selected records in the alternates
profile. Note that deletions cannot be aborted unless changes to the resource are not
saved.

Workshifts Window
The Workshifts window lists all of the workshifts that have been defined for the
project. From this window, you can create, edit, copy, and delete workshift defi-
nitions. You can define as many individual workshifts as you want. Note that some
actions in this window are disabled if they are not valid.

New
When this button is pressed, a new workshift is created and displayed in an Edit
Workshift window for editing.
Copy
When this button is pressed, the selected workshift is copied and displayed in an Edit
Workshift window for editing. If no workshift is selected, this option is disabled.
Open
When this button is pressed, the selected workshift is displayed in an Edit Workshift
window for editing. If no workshift is selected, this option is disabled.
Delete
When this button is pressed, the selected item in the workshift list is deleted. A
secondary window is opened to confirm the deletion. Deletions are irreversible unless
the project is closed without saving any changes. If no workshift is selected, this
option is disabled.
Import Workshift Data Set
When this button is pressed, a window is displayed for importing a WORKSHIFT
data set. For information on this window, see the “Import Workshift Data Set
Window” section on page 748. The import data set is required to be in the format

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appropriate for input to the CPM or PM procedure. For information on the WORK-
DAY data set, see the “WORKDATA Data Set” section on page 97.

Edit Workshift Window

This window enables you to create and modify workshift definitions. You can specify
a workshift name and description as well as define the on/off working times that make
up the valid working periods within a single day.
Workshift names must be valid SAS names and must be unique.

Name
The Name field is used to specify the name of the workshift. The workshift name
must be a valid SAS name and must be unique. A longer description can be given in
the Description field.
Description
The Description field enables you to store a short description of the workshift. A
description is purely optional and is used for identification purposes only.
Shift Time
The horizontal slider can be used to adjust the shift time. When the Add -> button is
pressed, this value is added to the Shift Times list. The values in the Shift Times list
are sorted automatically. Note that times are based on a 24 hour clock (that is, 13:00
= 1 PM).
Add ->
When this button is pressed, the current shift time value is added to the Shift Times
list. The values in the Shift Times list are sorted automatically.
Shift Times List
The Shift Times list contains the on/off working times that represent the workshift
(workday) definition. Times can be added to the list by setting the Shift Time and
pressing the Add -> button, while times are removed by selecting items in the list and
pressing the Delete button. Times should be added to the Shift Times list in pairs that
represent on/off working times. A valid workshift will have an even number of times
in the list.

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Delete
When this button is pressed, any times selected in the Shift Times list are deleted.

Schedule Options Window

This window enables you to set options that control the scheduling of the active
project using the critical path method. These options are maintained separately for
each project, and default values depend upon the data specified for the project. Sched-
ule Constraints (such as resource leveling) can be enabled and disabled here. Sec-
ondary windows can be used to set additional options that are used to provide tighter
control over the scheduling algorithm.
Some options are not available unless certain project data has been specified. For
example, if no resources are defined, the Resource Leveling option is disabled. How-
ever, when resources are added to the project, this option is automatically enabled
and selected.

Project Start Date

The Project Start Date is used to align the start of the project. This value can be
entered with either a DATEw. (that is, 01MAY1998) or a DATETIMEw. (that is,
01MAY1998:08:30:00) format. Alternatively, by pressing the Start: button, you can
access an Edit Date window to specify the desired value.
A project finish date can also be specified. If neither of these dates is specified, the
project start date is automatically set to the current date upon initial scheduling.
Project Finish Date
The Project Finish Date is used to align the finish of the project. This value can
be entered with either a DATEw. (that is, 01MAY1998) or a DATETIMEw. (that is,
01MAY1998:17:00:00) format. Alternatively, by pressing the Finish: button, you can
access an Edit Date window to specify the desired value.
A project start date can also be specified. If neither of these dates is specified, the
project start date is automatically set to the current date upon initial scheduling.

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Duration Unit
The duration unit specifies the unit of time for the duration of each activity in the
project. The following choices are available:
Second Week
Minute Month
Hour Qtr
Day Year
Weekday
The default value is Day.
Workday Start
This option can be used to specify the start of the default workday. Values for this
option correspond to a TIME5. (hh:mm) value, where hh is in hours and mm is in
minutes. Use the horizontal slider to select the desired value. Note that times are
based on a 24 hour clock (that is, 13:00 = 1 PM).
This option is ignored when the duration unit is specified as Month, Qtr, or Year.
Workday Length
This option can be used to specify the length of the default workday. Values for this
option correspond to a TIME5. (hh:mm) value, where hh is in hours and mm is in
minutes. Use the horizontal slider to select the desired value.
This option is ignored when the duration unit is specified as Month, Qtr, or Year.
Resource Leveling
The Resource Leveling option is used to indicate that the activities in the project are
to be scheduled subject to the availability of required resources. If the active project
contains resource data, this option is selected by default; otherwise, the option is
disabled. To schedule a project without using resource constraints, simply deselect
the Resource Leveling option.
Resource Options...
Pressing this button opens the Resource Options window, which is used to set options
to control the resource allocation algorithm. For more information on this window,
see the “Resource Options Window” section on page 709.
Additional Options...
Pressing this button opens the Additional Options window, which is used to set basic
options that control the project scheduling algorithm. For more information on this
window, see the “Additional Options Window” section, which follows.

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Additional Options Window

This window enables you to control general scheduling options, such as the use
of holidays and calendars. There are also controls for supertask and progress op-
tions. Note that some of these options are disabled if the required project data are not
present. The settings of these options are established and maintained for each project.

Additional Options
Use Holidays
When this option is activated, holiday definitions are considered during scheduling;
otherwise, all holidays are ignored. Note that this option is disabled if no holidays
have been defined. This option is automatically activated when holidays are initially
created.
Use Calendars
When this option is activated, calendar definitions are considered during scheduling;
otherwise, all calendars are ignored. Note that this option is disabled if no calendars
have been defined. This option is automatically activated when calendars are initially
created.
Compute individual critcal paths for each separate supertask.
When this option is selected, the scheduling algorithm calculates a separate critical
path for each supertask in the project.
By default, the project’s early finish time is treated as the starting point for the calcu-
lation of the backward pass (which calculates the late start schedule). The late finish
time for each supertask is then determined during the backward pass on the basis of
the precedence constraints. If a target date is placed on the finish time of a supertask,
the late finish time of the supertask is further constrained by this value. However,
when this option is activated, the scheduling algorithm requires that the late finish
time of each subtask be less than or equal to the early finish time of the supertask.

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Allow supertask durations to drive the late finish calculation.

When this option is activated, the scheduling algorithm uses the specified supertask
duration to compute the maximum allowed late finish for each supertask. Otherwise,
the maximum allowed late finish time is determined by the supertask span, as com-
puted from the span of all the subtasks of the supertask.
Aggregate rather than constrain supertask resource requirements.
When this option is selected, the resource requirements for all supertasks are used
only for aggregation purposes and not for resource-constrained scheduling.
Ignore resource requirements for all supertasks.
When this option is activated, the resource requirements for all supertasks are ig-
nored.
Allow completed or in-progress activities to have nonzero float.
When this option is selected, the scheduling algorithm allows activities that are com-
pleted or in progress to have nonzero float. For more information on float, see total
float and free float in the glossary on page 751. By default, all completed or in-
progress activities have zero float.
Update predecessors of completed or in-progress activities.
When this option is selected, the scheduling algorithm assumes automatic comple-
tion (or start) of activities that are predecessors to activities already completed (or
in progress). For example, if activity B is a successor of activity A, and B has an
actual start time (or actual finish time or both) specified while A has no actual start
or actual finish time, then the algorithm assumes that A must have already finished.
Activity A is assigned an actual start time and an actual finish time consistent with
the precedence constraints.
Allow in-progress activities to split if resources are insufficient.
When this option is activated, the scheduling algorithm allows activities that are in
progress at the time now date to be split if they cause resource infeasibilities. During
resource allocation, any activities with early start values less than the time now date
are scheduled even if there are not enough resources. This is true even for activities
that are in progress. This option permits an activity to be split into two segments at
the time now date, allowing the second segment of the activity to be scheduled later
when resource levels permit. Note that activities with a target date alignment type
of mandatory start or mandatory finish are not allowed to be split; also, activities
without resource requirements are not split.

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Resource Options Window

The Resource Options window enables you to control several aspects of the resource
scheduling algorithm. When activities are scheduled subject to the limited availability
of resources, it is quite possible that a feasible schedule does not exist or cannot be
found. The resource options available here can be used to control and manipulate the
resource allocation process. In some cases, these options might enable the algorithm
to find a feasible schedule or to shorten the existing schedule.
These options settings are established and maintained for each project. Note that
some options have no effect if the appropriate data has not been specified.

Resource Options
Resource Cutoff Date
The Resource Cutoff Date field can be used to specify a cutoff date for resource
leveling. When this date is specified, the scheduled start and finish for activities
that would occur after the cutoff date are set to missing (empty). This value can
be entered with either a DATEw. (that is, 01MAY1998) or a DATETIMEw. (that is,
01MAY1998:17:00:00) format. Alternatively, by pressing the Date: button, you can
access an Edit Date window to specify the desired value.
Maximum Activity Delay
The Maximum Activity Delay field can be used to specify the maximum amount of
time by which any activity in the project can be delayed due to lack of resources.
This value acts as a default for all project activities, while individual values can be
specified for each separate activity. The default value for this option is +INFINITY.
Resource Usage Observations
The maximum number of resource observations sets an upper limit on the number of
observations that the resource usage output data set can contain. The default value
is 1000. Use the horizontal slider to increase this limit. The frequency indicates the
time interval at which observations are added to the data set. Use the combo box to
select the desired time interval.

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Limit activity resource delays.

When this option is activated, the maximum activity delay and each activity’s delay
values (if specified) are used to control activity schedule slippage when performing
resource leveling; otherwise, the values are ignored and activity schedules are allowed
to slip indefinitely.
Use resource calendars.
When this option is activated, resource calendars (if specified) are used to determine
on/off work periods for resources; otherwise, all resource calendars are ignored.
Allow activity splitting.
When this option is activated, activities are allowed to be split into segments during
resource allocation. The maximum number of segments and the minimum segment
duration can be specified for each activity to control the extent of the splitting.
Use alternate resources.
When this option is activated, alternate resources (if specified) are used; otherwise,
they are ignored.
Allow designated resources to drive activity durations.
This option is used to activate resource-driven durations, provided that resources have
been defined as driving resources and work rates have been specifed for the activities.
Allow multiple resources to be allocated independently.
When this option is selected, each resource can be scheduled separately for each
activity during resource allocation; otherwise, all resources (required by an activity)
must be available before work on the activity can be scheduled. If this option is
selected, each resource is scheduled independently of the others. This may cause an
activity’s schedule to be extended if its resources cannot all start at the same time.
Continue scheduling even when resources are insufficient.
When this option is selected, the scheduling algorithm continues to schedule activ-
ities even when resources are insufficient. By default, the algorithm stops (with a
partial schedule) when it cannot find sufficient resources for an activity before the
activity’s latest possible start time (accounting for the activity’s delay value or the
maximum activity delay and using supplementary or alternate resources if necessary
and if allowed). This option is equivalent to specifying infinite supplementary levels
for all resources under consideration.
Require intersection of resource calendars for each activity.
When this option is selected, an activity can be scheduled only during periods that
are common working times for all resource calendars (corresponding to the resources
used by that activity) and the activity’s calendar. Use this option with caution; if an
activity uses resources that have mutually disjoint calendars, that activity can never
be scheduled.
If this option is not specified and resources have independent calendars, then each
resource is scheduled using its own calendar. Thus, an activity can have one resource
working on a five-day calendar, while another resource is working on a seven-day
calendar.

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Allocate alternate resources before using supplementary levels.

This option indicates that the scheduling algorithm is to check for alternate resources
before using supplementary resources. When this option is not selected, the algorithm
uses supplementary levels first (if available) and alternate resources are used only if
the supplementary levels are not sufficient.
Allow activities to be delayed before using supplementary levels.
When this option is selected, the scheduling algorithm waits until an activity’s late
start plus delay before it is scheduled using a supplementary level of resources. Oth-
erwise, even if an activity has a nonzero value specified for delay, it can be scheduled
using supplementary resources before late start plus delay.

Scheduling Rules
The primary scheduling rule is used to order the list of activities whose predecessor
activities have been completed while scheduling activities subject to resource con-
straints. The secondary scheduling rule is used to break ties caused by the primary
scheduling rule. The scheduling rule choices are
Activity Priority Late Finish Time
Delayed Late Start Resource Priority
Late Start Time Shortest Duration
The default primary scheduling rule is Late Start Time, while the default secondary
scheduling rule is Shortest Duration.
Activity Priority
The Activity Priority scheduling rule specifies that activities in the waiting list (for
resources) should be sorted in the order of increasing values of their priority.
Delayed Late Start
The Delayed Late Start scheduling rule specifies that activities in the waiting list (for
resources) should be sorted in the order of increasing values of their late start plus
their delay.
Late Start Time
The Late Start Time scheduling rule specifies that activities in the waiting list (for
resources) should be sorted in the order of increasing values of their late start.
Late Finish Time
The Late Finish Time scheduling rule specifies that activities in the waiting list (for
resources) should be sorted in the order of increasing values of their late finish.
Resource Priority
The Resource Priority scheduling rule specifies that activities in the waiting list (for
resources) should be sorted in the order of increasing values of the resource priority
for the most important resource used by each activity. In other words, the resource
priorities are used to assign priorities to the activities in the project; these activity
priorities are then used to order the activities in the waiting list (in increasing order).

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Shortest Duration
The Shortest Duration scheduling rule specifies that activities in the waiting list (for
resources) should be sorted in the order of increasing values of their durations.

Reports Window
The Reports window displays a list of all project reports defined to the Projman ap-
plication. Reports are divided into two categories, Standard and Custom. Standard
reports are included with the application and cannot be modified or deleted. You
can copy and modify standard reports to create custom reports, which can be copied,
modified, and deleted.
Reports are grouped according to type. The following types are available:
Calendars Resource Schedule
Gantt Charts Resource Usage
Network Diagrams Tabular
Resource Cost

You can define as many different reports as you would like. Reports are designed
to work with any project provided that the necessary data are available. Individual
report options can be set by accessing the Options window for a particular report. For
more information, see the “Options Window” section on page 717.
Global report options can be set by accessing the Report Options window. These
options include the setting of default color and fonts as well as the specification of
report titles and footnotes. For more information, see the “Report Options Window”
section on page 714.
Active Project
The Active Project indicates the project that is active for the Reports window. When
you generate reports, the active project provides the data for the selected report. When
multiple projects are open at one time, the active project removes any confusion about
which project data are used to produce the report. To change the active project, simply

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click on the name of the current project, and a list of open projects is displayed for
selection.
Report Type
The Report Type combo box indicates the type of reports that are currently displayed
in the window. By default, All reports are initially displayed. For example, you might
use this option to specify that only Gantt Chart reports are to be listed in the window.
To change the report type, simply click on the combo box, and a list of available
report types is displayed.
Standard Reports
This list contains all of the reports (of a particular type or types) that are defined by
the Projman application. These standard reports cannot be modified or deleted. To
make changes to one of these reports, you must select the desired report and press the
Copy button. A copy of the selected report is added to the Custom Reports list. Use
the View button to generate a report.
Custom Reports
This list contains all of the reports (of a particular type or types) that have been created
by the user. Custom reports are created by copying a report from the list of Standard
Reports. These reports can be manipulated by selecting the desired report in the list
and pressing the Open, Copy, or Delete buttons. Use the View button to generate a
particular report.
Open
When this button is pressed, the selected custom report is displayed in the report’s
Options window for editing. For more information on that window, see the “Options
Window” section on page 717. If no custom report is selected, this option is disabled.
Copy
When this button is pressed, the selected report is copied and displayed in the report’s
Options window for editing. For more information on that window, see the “Options
Window” section on page 717. If no report is selected, this option is disabled.
Delete
When this button is pressed, the selected report in the Custom Reports list is deleted.
A secondary window is opened to confirm the deletion. Note that the deletion of
reports is irreversible. If no custom report is selected, this option is disabled.
View
When this button is pressed, the currently selected report is generated. If no report is
selected, the option is disabled. Note that when modifying a specific custom report,
you can view the report to verify the results before saving the current changes.
Options
When this button is pressed, the Report Options window is displayed. From that
window, you can control general options that affect all project reports. For more
information, see the “Report Options Window” section on page 714.
Close
When this button is pressed, the window is closed. Also, all individual report Options
windows (which are currently open) are closed.

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Report Options Window

The Report Options window provides access to various options for both tabular and
graphic quality reports. You can modify output appearance features such as page
headings, titles, and footnotes as well as colors and fonts. These options affect all
reports generated with the Projman application.

Tabular Report Options

Print current date.
When this option is selected, the current date is displayed in the upper-right corner of
each page of all tabular (nongraphics quality) reports.
Print page numbers.
When this option is selected, page numbers are displayed in the upper-right corner of
each page of all tabular (nongraphics quality) reports.
Characters per line
The horizontal slider can be used to specify the width of pages of tabular (nongraphics
quality) reports. The number of characters per line must be an integer value between
64 and 256.
Lines per page
The horizontal slider can be used to specify the length of pages of tabular (nongraph-
ics quality) reports. The number of lines per page must be an integer value between
15 and 512.
Titles
When the Titles button is pressed, a window is displayed for specifying one or more
titles for project reports. You can customize any of your output from reports by
adding up to four titles to the top of each page.

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To create or modify a title, simply press the button corresponding to the title you
want to modify. For each title, you can specify the type, color, and size of the font
as well as the justification used to align the text. Note that the type, color, size, and
justification specifications are used only when producing graphics-quality reports.
For more information, see the “Title Window” section on page 716.
Footnotes
When the Footnotes button is pressed, a window is displayed for specifying one or
more footnotes for project reports. You can customize any of your output from reports
by adding up to four footnotes to the bottom of each page.
To create or modify a footnote, simply press the button corresponding to the footnote
you want to modify. For each footnote, you can specify the type, color, and size of
the font as well as the justification used to align the text. Note that the type, color,
size, and justification specifications are used only when producing graphics-quality
reports. For more information, see the “Footnote Window” section on page 716.
Formats
When the Formats button is pressed, a window is displayed for selecting the format
to be used for displaying project schedules. You can specify whether reports are to
display schedules using a DATE7. (that is, 01MAY98) or a DATETIME13. (that is,
01MAY98:12:00) format.

Graphics Report Options

Height
The horizontal slider can be used to specify the default height to be used for all text
displayed in graphics-quality reports. The default value is 1, and valid values range
from 0.1 to 5.
Font
The font combo box can be used to specify the default font to be used for all text
displayed in graphics-quality reports.
Color
The color combo box can be used to specify the default color to be used for all text
displayed in graphics-quality reports.
Gantt Chart Patterns
Pressing the Gantt Charts button opens a window where you can specify the colors
and fill patterns of the activity bars drawn on graphics-quality Gantt charts.
The various types of activity bars, along with their respective colors and fill patterns,
are listed in the window. To modify the attributes for a particular activity bar, simply
click on the corresponding color or fill pattern, and a selection window is opened.
From that window, simply select the desired color or fill pattern.
Network Diagram Patterns
Pressing the Network Diagrams button opens a window where you can specify the
colors and fill patterns of the activity nodes drawn on graphics-quality network dia-
gram reports.

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The various types of activity nodes, along with their respective colors and fill patterns,
are listed in the window. To modify the attributes for a particular activity node, simply
click on the corresponding color or fill pattern, and a selection window is opened.
From that window, simply select the desired color or fill pattern.

Title Window
The Title window is used to modify the attributes of report titles.

Text
The Text field is used to specify the text of the title or footnote. By default, Title1
contains "&projname". When the report is generated, the macro variable, &projname,
resolves to the name of the current project. Alternatively, &projdesc can be used to
specify the project description.
Font
Use this selection to specify the font used to draw the text of the title or footnote.
Note that the font specification is used only when producing graphics-quality reports.
Color
Use this selection to specify the color of the text of the title or footnote. Note that the
color specification is used only when producing graphics-quality reports.
Justify
Use this selection to specify whether the text of the title or footnote is to be left-
justified, centered, or right-justified on the page. Note that the justification specifica-
tion is used only when producing graphics-quality reports.
Height
Use this selection to specify the height of the text of the title or footnote. The default
height is 1, except for the Title1 (which has a default height of 2). Note that the height
specification is only used when producing graphics-quality reports.

Footnote Window
The Footnote window is used to modify the attributes of report footnotes. For de-
scriptions of the options, see the “Title Window” section on page 716.

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Options Window
A report’s Options window is used to modify the characteristics of a selected report.
Options differ depending on the type of report that is being modified. All reports fall
into one of the following categories:

 Calendar Reports
 Gantt Charts
 Network Diagrams
 Resource Reports
 Tabular Listings

Standard Options
The following set of options are common to several different types of reports.
Id
The Id field displays a unique identifier label for the report. This label cannot be
modified.
Name
The Name field can be used to provide a name for the report. The report name is used
for identification purposes only.
Identifiers
When this button is pressed, a window is opened to enable you to add selections to the
Identifier list. Selections are added to the bottom of the list as they are chosen. Items
can be removed from the Identifier list by selecting the desired items and pressing the
Remove button.
Identifier List
The Identifier list contains the list of variables that have been selected to provide
identifying information for the report. For instance, the values of these variables are
used to identify (highlight) records in a tabular report or activity bars on a Gantt chart.
Use the Identifiers button to add items to this list.
Sub-Groups
When this button is pressed, a window is opened to enable you to add selections to
the Sub-Group list. Selections are added to the bottom of the list as they are chosen.

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Items can be removed from the Sub-Group list by selecting the desired items and
pressing the Remove button.
Sub-Group List
The Sub-Group list contains the list of variables that have been selected to provide
grouping information for the report. For instance, like values of these variables are
used to group records in a tabular report for separate analysis. Similarly, like values
of these variables divide activities into groups for display on separate Gantt charts.
Note that this separation (and any necessary sorting) is done automatically. Use the
Sub-Groups button to add items to this list.
Remove
When this button is pressed, highlighted selections in the Identifier and Sub-group
lists are deleted.
OK
If you press the OK button, the current values displayed in the window are stored and
the window is closed.
Cancel
If you press the Cancel button, all values displayed in the window are returned to
their original values (as when the window was opened) and the window is closed.
View
When this button is pressed, the report is generated. This option is very useful for
testing modifications to a report before actually saving the changes.
Edit Source...
When this button is pressed, a window is displayed for modifying the report source
code. Changes to the source code should be made with care as incorrect changes can
disable report options or cause the report to fail entirely. In the Edit Source window,
type ok on the command line to save changes and cancel to cancel.

Macro Variables
This section describes the SAS macro variables that are defined by the Projman appli-
cation during report generation. Many of these macro variables are used in the SAS
source code provided with the standard reports. When you modify the source code of
custom reports, this information may be helpful.
Standard Macro Variables

Name Contents Explanation

&reptname ‘report name’ Current report name
&projname ‘project name’ Active project name
&projdesc ‘project description’ Active project description
&rdformat datetime7. OR datetime13. specified by the Formats option
&varlist ‘Variables variable names’ specified by the Variable list
&ivarlist ‘Identifier variable names’ specified by the Identifier list
&byvlist BY + ‘Sub-Group variable names’ specified by the Sub-Group List

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Calendar Reports

Name Contents Explanation

&start ‘start variable name’ specified by the Schedule option
&finish ‘finish variable name’ finish corresponding to &start
header=Small, Medium, OR Large specified by the Header Size option
&calopts fill if Display All Months is selected
missing if Include Missing Labels is selected
caledata=work.cal workdata= if calendars used in scheduling
&caldata work.shift(drop=holiday workday)
holidata=work.hol if holidays used in scheduling
&calstmt calid calid; if calendars used in scheduling
outstart monday; outfinish friday; if Display Weekdays Only is selected
&holstmt holistart hstart; holidur holidur; if holidays used in scheduling
holifin hfinish; holiname holiname;
Note that the &caldata, &calstmt, and &holstmt macro variables are not defined un-
less the active project’s duration unit is ‘DAY’ or ‘WEEKDAY’.

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Gantt Chart Reports

Name Contents Explanation

&gout gout=work.ggseg graphics catalog specification
&resdict work.resdict resource dictionary data set
&zonevar ‘variable name’ first variable in Sub-Group List
&res Lineprinter, Fullscreen OR Graphics specified by the Resolution option
caledata=work.cal workdata= if calendars used in scheduling
work.shift(drop=holiday workday)
&gantdata holidata=work.hol if holidays used in scheduling
labeldata=work.labels if Mark Parent Tasks is selected
precdata=work.repttemp if Show Precedence is selected
(where=(obs– type=’LOGIC’))
mininterval=‘duration unit’ specified by the Per Interval option
scale=‘integer value’ specified by the Columns option
name="g" graphics catalog entry name
maxids draw maximum number of identifiers
interval=‘duration unit’ duration unit used for scheduling
dur=duration cmile=‘color’ if Show Milestones is selected
activity=actid succ=succid
lag=lag cprec=‘color’ if Show Precedence is selected
noarrowhead if Suppress Arrowheads is selected
nojobnum unless Show Job Numbers is selected
nolegend unless Show Chart Legend is selected
compress if Compress To One Page is selected
hconnect chcon=‘color’ if Draw Task Lines is selected
critflag if Flag Critical Tasks is selected
combine if Combine Schedules is selected
labvar=actid if Mark Parent Tasks is selected
&ganopts markwknd if Mark Weekends is selected
markbreak if Mark Work Breaks is selected
idpages if Print Id On Each Page is selected
fill if Fill Pages Completely is selected
noframe if Suppress Chart Frame is selected
pcompress if Proportional Compress is selected
hpages=‘integer value’ specified by the Horizontal Pages option
vpages=‘integer value’ specified by the Vertical Pages option
height=‘numeric value’ specified by the Text Height option
caxis=‘color’ specified by the Time Axis option
ctext=‘color’ specified by the Text option
cframe=‘color’ specified by the Chart Frame option
holiday=(hstart) holidur=(holidur) if holidays were used in scheduling
holifin=(hfinish)
calid=calid if calendars were used in scheduling
timenow=‘timenow date’ if Draw Timenow Line is selected
notnlabel unless Label Timenow Line is selected

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Note that the CALEDATA=, HOLIDATA= AND WORKDATA= specifications are

not added to the &gantdata macro variable unless the active project’s duration unit is
larger than ’DAY’.
Network Diagram Reports

Name Contents Explanation

&gout gout=work.ngseg graphics catalog specification
&res Lineprinter, Fullscreen OR Graphics specified by the Resolution option
name="n" graphics catalog entry name
zone=‘variable name’ specified by the Zone Variable option
nozonelabel if Suppress Zone Labels is selected
zonespace if Space Between Zones is selected
nodefaultid unless Show Default Vars is selected
nolabel unless Label Variables is selected
duration=duration if Show Duration is selected
separatearcs if Draw Seperate Arcs is selected
showstatus if Show Progress is selected
compress if Compress To One Page is selected
centerid if Center Id Values is selected
spanningtree if Spanning Tree Layout is selected
lag=(lag) if Show Precedence Type is selected
rectilinear if Draw Rectangular Arcs is selected
pcompress if Proportional Compress is selected
&netopts arrowhead=0 if Suppress Arrowheads is selected
noarrowfill if Draw Open Arrowheads is selected
nonumber if Suppress Page Numbers is selected
hpages=‘integer value’ specified by the Horizontal Pages option
vpages=‘integer value’ specified by the Vertical Pages option
height=‘numeric value’ specified by the Text Height option
carcs=‘color’ specified by the Arcs option
ccritarcs=‘color’ specified by the Critical Arcs option
ctext=‘color’ specified by the Node Text option
frame caxis=‘color’ if Draw Border is selected
autozone if Automatic Zone Layout is selected
linear if Draw Linear Time Axis is selected
autoref cref=‘color’ if Draw Reference Lines is selected
refbreak if Show Ref. Line Breaks is selected
showbreak if Show Time Axis Breaks is selected
notimeaxis if Suppress Time Axis is selected
align=‘schedule variable name’ specified by the Schedule option

Note that the following specifications are not added to the &netopts macro variable
unless the Schedule option is specified: FRAME, CAXIS=, LINEAR, AUTOREF,
CREF=, REFBREAK, SHOWBREAK, AND NOTIMEAXIS.

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Resource Reports

Name Contents Explanation

&gout gout=work.rgseg graphics catalog specification
&plotopts name="r" graphics catalog entry name
&chrtopts name="r" graphics catalog entry name
&resdict work.resdict resource dictionary data set
&schedout ‘data set name’ report schedule data set
&varlist –– ALL–– if Scope option is set to All Resources
‘resource name’ if Scope option is set to Selected Resource
&res Lineprinter OR Graphics specified by the Resolution option
&interval ‘duration unit’ specified by the Frequency scheduling option
&mwhere not currently initialized

Tabular Listing Reports

Name Contents Explanation

round if Round values is selected
double if Double space is selected
&prnopts noobs unless Print observation number is selected
label unless Suppress labels is selected
n if Print number of observations is selected
uniform if Format pages uniformly is selected

Calendar Report Options Window

This window provides access to the settings and options available for calendar re-
ports. By changing values in this window, you can create and customize calendar
reports to meet your specific needs. Note that some options may be unavailable if the
active project does not contain the appropriate data. Also, if data unique to a specific
project are required by a report, that report may fail when generated for a different
project.
Note that reports can be generated and viewed to verify the results before any changes
are saved. Access to the source code is also provided.
For a description of standard report options, see the “Standard Options” section on
page 717.

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Schedule
The setting of the Schedule option indicates which project schedule is to be used to
mark activities on the calendar. You can choose from the actual, baseline, early, late,
and resource-constrained schedules.
Header Size
This option specifies the type of heading to use in displaying the name of the month
and year on the calendar report. When "Small" is selected, the month and year are
displayed on one line. For the "Medium" selection, the month and year are displayed
in a box 4-lines high, while the "Large" selection will display the month name 7-lines
high (the year is included if space is available).
Display All Months
When selected, this option specifies that all months between the first and last activity
start and finish dates, inclusive, are to be displayed (including months that contain no
activities). If this option is not used, months with no activities are omitted from the
report.
Include Missing Labels
When selected, this option specifies that missing values of identifier variables will
appear in the label of an activity. If this option is not selected, missing values are
ignored in labeling activities.
Display Weekdays Only
When selected, this option specifies that only days from Monday through Friday are
to be displayed in the calendar.

Gantt Chart Options Window

This window provides access to the settings and options available for Gantt chart
reports. By changing values in this window, you can create and customize Gantt
chart reports to meet your specific needs. Note that some options may be unavailable
if the active project does not contain the appropriate data. Also, if data unique to a
specific project are required by a report, that report may fail when generated for a
different project.

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Note that reports can be generated and viewed to verify the results before any changes
are saved. Access to the source code is also provided.
For a description of standard report options, see the “Standard Options” section on
page 717.

Schedules
The Schedules options provide the capability to control which project schedules are to
be drawn on the Gantt chart. You can choose one or more of the following schedules:
actual, baseline, early start, late start, and resource-constrained. Note that at least
one schedule should be selected. If the active project does not have the indicated
schedules, the extra specifications are ignored when the report is generated.
Resolution
This option is used to specify the resolution of the Gantt chart report. The report can
be produced with either lineprinter, fullscreen, or graphics-quality resolution.
Colors...
By pressing this button, you can access a window containing color options for the
Gantt chart report. These options are used to control the colors of different portions
of the Gantt chart output. Note that these options have no effect unless the Resolution
option is set to produce a graphics-quality report. For more information, see the
“Color Options” section on page 728.
Options...
By pressing this button, you can access a window containing additional options for
the Gantt chart report.

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Chart Control Options

Horizontal Pages
When the Horizontal Pages option is selected (by activating the check box), the Gantt
chart is scaled so that it spans the specified number of pages in the horizontal direc-
tion. The desired number of pages can be adjusted with the horizontal slider. Note
that this option is used only when the report Resolution option is set for graphics-
quality output. Due to intrinsic constraints on the output, the number of generated
pages may not be exactly equal to the amount specified with this option.
Vertical Pages
When the Vertical Pages option is selected (by activating the check box), the Gantt
chart is scaled so that it spans the specified number of pages in the vertical direction.
The desired number of pages can be adjusted with the horizontal slider. Note that
this option is used only when the report Resolution option is set for graphics-quality
output. Due to intrinsic constraints on the output, the number of generated pages may
not be exactly equal to the amount specified with this option.
Compress To One Page
When this option is specified, the Gantt chart is compressed so that it is drawn on one
physical page. Note that this option is ignored unless the report Resolution option is
set for graphics-quality output.
Proportional Compress
When this option is specified, the Gantt chart is compressed so that it is drawn on
one physical page. This option is the same as the Compress To One Page option
except that the compression of the chart is done proportionally to maintain the correct
aspect ratio. In other words, the amount of horizontal and vertical compression is
equal. Note that this option is used only when the report Resolution option is set for
graphics-quality output.

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Fill Pages Completely

When the Gantt chart spans multiple pages, this option causes each page of the Gantt
chart to be filled completely before a new page is started. By default, the pages are
constrained to contain an approximately equal number of activities.
Show Chart Legend
When this option is specified, a concise default legend is displayed at the end of each
page of the Gantt chart.
Suppress Chart Frame
When this option is specified, the vertical boundaries to the left and right of the Gantt
chart are not drawn; only the time axis and a parallel line at the bottom of the chart are
drawn. If this option is not specified, the entire chart is framed. Note that this option
is ignored unless the report Resolution option is set for graphics-quality output.
Draw TimeNow Line
When this option is specified, a vertical reference line is drawn on the time axis at the
timenow date.
Label TimeNow Line
If the Draw TimeNow Line option is specified, selecting this option displays the
value of the timenow date below the timenow line at the bottom of the Gantt chart.
For information on timenow, see the glossary on page 751.
Print Id On Each Page
When the Gantt chart spans multiple pages, selecting this option causes all values in
the Identifier list to be displayed on each page of the Gantt chart.

Task Options
Text Height
When text height is specified as h, all text drawn on the Gantt chart (excluding titles
and footnotes) is h times the value of the global text height option, which is speci-
fied in the Report Options window. For more information, see the “Report Options
Window” section on page 714. Note that this option is used only when the report
Resolution option is set for graphics-quality output.
Show Job Numbers
When this option is specified, an identifying job number is displayed beside each
activity on the Gantt chart.
Flag Critical Tasks
When selected, this option indicates that critical activities are to be flagged as critical
or supercritical. Critical activities are marked CR, and supercritical activities are
marked SC on the left side of the Gantt chart.
Show Precedence
When this option is specified, precedence relationships are drawn on the Gantt chart.
This option is used only when the report Resolution option is set for graphics-quality
output.

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Suppress Arrowheads
When the Show Precedence option is specified, selecting this option indicates that
arcs drawn on the Gantt chart should be drawn without arrowheads. This option is
ignored unless the report Resolution option is set for graphics-quality output.
Draw Task Lines
When specified, this option indicates that lines are to be drawn from the left edge of
the Gantt chart to the beginning of the activity schedule bar.

Time Axis Controls

Columns
The horizontal slider is used to specify the number of columns (amount of space) for
drawing each interval on the time axis, where interval is the value indicated with the
Per Interval option. These options can be used to scale the size of the Gantt chart.
Per Interval
The Per Interval combo box indicates the duration unit to use for scaling the size of
the Gantt chart. The Columns option indicates the number of columns (amount of
space) available for drawing each specified interval on the time axis.

Task Bar Options

Show Milestones
When this option is specified, all activities that have zero duration are represented
on the Gantt chart by a milestone symbol. This option is ignored unless the report
Resolution option is set for graphics-quality output.
Combine Schedules
When this option is specified, the early/late and actual schedule bars of an activity
are concatenated into a single bar on the Gantt chart. A vertical reference line is
automatically drawn at the current timenow date. This timenow line acts to partition
the Gantt chart into two regions; the region to the left of the timenow line reporting
the actual schedule (events that have already taken place) and the region to the right
(including the timenow line) reporting only the predicted early/late schedule.
Mark Parent Tasks
When this option is specified, symbols are added to the activity bars of supertasks
on the Gantt charts. These symbols emphasize the parent-child relationship between
the supertask and its subtasks. This option is used only when the report Resolution
option is set for graphics-quality output.
Mark Weekends
When this option is specified, all weekends (or nonworked days during a week) are
marked on the Gantt chart.
Mark Work Breaks
When this option is specified, all work breaks (nonworked periods) during a day are
marked on the Gantt chart. This option automatically activates the Mark Weekends
option.

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Color Options
This window is used to set options that control the color of various features of the
Gantt chart report. Note that these options are ignored unless the report Resolution
option is set for graphics-quality output.

Text
The Text combo box can be used to specify the color to use for displaying text that
appears on the Gantt chart. Note that this color specification does not apply to titles,
footnotes or any annotated text.
Time Axis
The Time Axis combo box can be used to specify the color to use for displaying the
time axis along the top of the Gantt chart. The same color is also used for the frame
around the chart area (where the activity bars are drawn).
Precedence
The Precedence combo box can be used to specify the color to use for drawing the
precedence connections on the Gantt chart. Note that this option is used only when
precedence relationships are to be drawn on the Gantt chart.
Milestones
The Milestone combo box can be used to specify the color to use for drawing any
milestone symbols that appear on the Gantt chart.
Chart Frame
The Chart Frame combo box can be used to specify the background color for the
chart area (where the activity bars are drawn).
Task Lines
The Task Lines combo box can be used to specify the color to use for drawing the
task lines on the Gantt chart. Note that this option is used only when task lines are
to be drawn on the Gantt chart.

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Network Diagram Options Window

This window provides access to the settings and options available for network di-
agram reports. By changing values in this window, you can create and customize
reports to meet your specific needs. Note that some options may be unavailable if the
active project does not contain the appropriate data. Also, if data unique to a specific
project are required by a report, that report may fail when generated for a different
project.
Note that reports can be generated and viewed to verify the results before any changes
are saved. Access to the source code is also provided.
For a description of standard report options, see the “Standard Options” section on
page 717.

Zone
When the Zone button is pressed, a window is opened to enable you to select a Zone
Variable. The selection is displayed on the window. The zone variable can be re-
moved by selecting the variable and pressing the Remove button.
Zone Variable
The Zone Variable is used to divide the network diagram into horizontal bands or
zones corresponding to the distinct values of the variable. Most projects have at
least one natural classification of the different activities in the project: department,
type of work involved, location of the activity, and so on. By specifying a zone
variable, you can use this classification to subdivide the network diagram. The zones
are automatically labeled with the zone variable values and are separated by dividing
lines. Use the Zone button to select a zone variable.
Remove
When this button is pressed, highlighted selections in the Identifier and Zone lists are
deleted.
Resolution
This option is used to specify the resolution of the network diagram report. The report
can be produced with either lineprinter, fullscreen, or graphics-quality resolution.

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Observations
This option is used to specify which observations are used to produce the network
diagram. For hierarchical projects, selecting Leaf Tasks Only means that only the
lowest level tasks appear in the network diagram. When All Tasks is specified, all
tasks (regardless of their hierarchical relationship) appear in the network diagram as
separate nodes.
Colors...
By pressing this button, you can access a window containing color options for the
network diagram report. These options are used to control the colors of different
portions of the network diagram. Note that these options are ignored unless the Res-
olution option is set to produce a graphics-quality report. For more information, see
the “Color Options” section on page 734.
Options...
By pressing this button, you can access a window containing additional options for
the network diagram report.

Page/Layout Control Options

Horizontal Pages
When the Horizontal Pages option is selected (by activating the check box), the net-
work diagram is scaled so that it spans the specified number of pages in the hori-
zontal direction. The desired number of pages can be adjusted with the horizontal
slider. Note that this option is used only when the report Resolution option is set
for graphics-quality output. Due to intrinsic constraints on the output, the number of
generated pages may not be exactly equal to the amount specified with this option.
Vertical Pages
When the Vertical Pages option is selected (by activating the check box), the net-
work diagram is scaled so that it spans the specified number of pages in the vertical
direction. The desired number of pages can be adjusted with the horizontal slider.

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Note that this option is used only when the report Resolution option is set for
graphics-quality output. Due to intrinsic constraints on the output, the number of
generated pages may not be exactly equal to the amount specified with this option.
Compress To One Page
When this option is specified, the network diagram is compressed so that it is drawn
on one physical page. Note that this option is ignored unless the report resolution
option is set for graphics-quality output.
Proportional Compress
When this option is specified, the network diagram is compressed so that it is drawn
on one physical page. This option is the same as the Compress To One Page option
except that the compression of the diagram is done proportionally to maintain the cor-
rect aspect ratio. In other words, the amount of horizontal and vertical compression
is equal. Note that this option is ignored unless the report Resolution option is set for
graphics-quality output.
Spanning Tree Layout
When this option is specified, the nodes in the network diagram are positioned using a
spanning tree. This method typically results in a wider layout than the default. How-
ever, for networks that have totally disjoint pieces, this option separates the network
into connected components (or disjoint trees). This option is ignored if a time axis is
being drawn or if the zone variable is specified.
Automatic Zone Layout
When specified, this option allows automatic zoning (or dividing) of the network
into connected components. This option is equivalent to adding an automatic zone
variable that associates a tree number for each node. The tree number refers to a
number assigned automatically to each distinct tree of a spanning tree of the network.
Suppress Zone Labels
When this option is selected and a zone variable is specified, the zone labels and
dividing lines are omitted from the network diagram.
Space Between Zones
When this option is selected and the zone variable is specified, extra empty space is
placed between consecutive zones.
Draw Border
When this option is specified, a border (or frame) is drawn around the network dia-
gram. This option is ignored if no time axis is being drawn or if no zone variable is
specified.
Suppress Page Numbers
When this option is selected, no page numbers are drawn in the upper right-hand
corner of a multipage network diagram. By default, pages are numbered from left to
right, top to bottom.

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Node Options
Text Height
When text height is specified as h, all text drawn on the network diagram (excluding
titles and footnotes) is h times the value of the global text height option, which is
specified in the Report Options window. For more information on this window, see
the “Report Options Window” section on page 714. Note that this option is ignored
unless the report Resolution option is set for graphics-quality output.
Center Id Values
When this option is specified, all values of variables in the Identifier list are centered
within each node in the network diagram. By default, character valued variables are
left justified and numeric valued variables are right justified within each node. Note
that this option is ignored unless the report Resolution option is set for graphics-
quality output.
Show Default Vars
When this option is specified, values of the default variables are displayed within
each node. These values include the activity name and any project schedule dates or
float amounts. If this option is not selected, only values appearing in the Identifier list
are displayed.
Label Variables
When this option is specified, short (3-character) labels are displayed in front of the
values that are listed within each node of the network diagram. By default, there are
no labels.
Show Duration
When this option is specified, the duration of each activity is listed within the corre-
sponding node in the network diagram.
Show Progress
When this option is specified, the current status (completed, in-progress, or pending)
is indicated within each node of the network diagram. If the network diagram is cre-
ated with lineprinter or fullscreen resolution, activities in progress are outlined with
the letter P and completed activities are outlined with the letter F; in graphics-quality
resolution, in-progress activities are marked with a diagonal line across the node from
the bottom left to the top right corner, while completed activities are marked with two
diagonal lines. Pending activities are drawn in the default manner.

Time Scale Options

Schedule
Selecting a Schedule indicates that a time axis is to be drawn across the top of the
network diagram and nodes are to be positioned horizontally according to the values
of the selected schedule start times. The minimum and maximum values are used to
determine the time axis. You can choose from the baseline, early, late, and resource-
constrained schedules.

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Suppress Time Axis

When this option is selected, no time axis is drawn on the network diagram; however,
nodes are still positioned horizontally according to the Schedule option.
Draw Linear Time Axis
When a time axis is being drawn on the network diagram, the axis is divided up into
even intervals based on the duration unit. By default, only those intervals (columns)
that contain at least one activity are drawn. When this option is specified, all intervals
are drawn. In some cases, this option may cause the network diagram to span many
pages in the horizontal direction.
Show Time Axis Breaks
When this option is specified, breaks in the time axis are indicated by drawing a
jagged break in the time axis line just before the tick mark corresponding to the
break. The time axis is determined by the setting of the Schedule option.
Draw Reference Lines
When this option is specified, a reference line is drawn at every tick mark (column)
along the time axis. Reference lines are vertical lines drawn at specific positions
along the time axis to indicate time intervals. The time axis is determined by the
setting of the Schedule option.
Show Ref. Line Breaks
When this option is specified, breaks in the time axis are indicated by drawing a
zigzag line down the network diagram just before the tick mark corresponding to the
break. The time axis is determined by the setting of the Schedule option.

Arc Options
Draw Separate Arcs
When this option is specified, arcs drawn on the network diagram are allowed to
follow distinct tracks. By default, all segments of the arcs are drawn along a central
track between the nodes, which may cause several arcs to be drawn on top of one
another. If this option is selected, the arcs are drawn so that they do not overlap. Note
that this option is ignored unless the report Resolution option is set for graphics-
quality output.
Draw Rectangular Arcs
When this option is specified, all arcs are drawn with rectangular corners. By default,
arcs are drawn with rounded corners when the report Resolution option is set for
graphics-quality output.
Show Precedence Type
When this option is specified, arcs are drawn to indicate the type of logical relation-
ship between the activities at either end of the arc. The start and end points of the
arcs are adjusted to represent the specific relationship. By default, all arcs are drawn
out of the right edge of nodes and into the left edge of nodes.

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Suppress Arrowheads
When this option is specified, all arcs are drawn without arrowheads.
Draw Open Arrowheads
When this option is selected, the arrowheads on the end of the arcs are not filled. By
default, the arrowheads are filled (solid). Note that this option is ignored unless the
report Resolution option is set for graphics-quality output.

Color Options
This window is used to set options that control the color of various features of the
network diagram. Note that these options are ignored unless the report Resolution
option is set for graphics-quality output.

Arcs
The Arcs combo box can be used to specify the color to use for drawing the connect-
ing lines between the nodes in the network diagram.
Critical Arcs
The Critical Arcs combo box can be used to specify the color to use for drawing the
arcs connecting critical activities in the network diagram.
Reference Lines
The Reference Lines combo box can be used to specify the color to use for drawing
reference lines on the network diagram. Reference lines are vertical lines drawn at
specific positions along the time axis to indicate time intervals. Note that this option
is used only when a time axis is drawn along the top of the network diagram.
Node Text
The Node Text combo box can be used to specify the color to use for displaying text
that appears within nodes on the network diagram. Note that this color specification
does not apply to titles, footnotes, or any annotated text.
Time Axis
The Time Axis combo box can be used to specify the color to use for displaying the
time axis along the top of the network diagram. The same color is also used for the
frame around the chart area (where the activity bars are drawn). Note that this option
is used only when a time axis is drawn along the top of the network diagram.

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Resource Report Options Window

This window provides access to the settings and options available for resource re-
ports. By changing values in this window, you can create and customize reports
to meet your specific needs. Note that some options may be unavailable if the active
project does not contain the appropriate data. Also, if data unique to a specific project
are required by a report, that report may fail when generated for a different project.
Note that reports can be generated and viewed to verify the results before any changes
are saved. Access to the source code is also provided.
For a description of standard report options, see the “Standard Options” section on
page 717.

Resource
You can use the Resource combo box to select a specific resource for the report. By
default, all resources are used for the report. When a resource is selected and the
Scope option indicates that the selected resource is to be used, the resulting report
contains summarized information for that resource only.
Scope
The Scope option indicates whether the report is to utilize data about all project re-
sources or only the resource specified with the Resource option. By default, all re-
sources are used for the report. When a resource is selected with the Resource option
and Selected Resource is chosen, the resulting report contains summarized informa-
tion for the selected resource only.
Resolution
This option is used to specify the resolution of the resource report. The report can be
produced with either lineprinter or graphics quality.

Tabular Listing Options Window

This window provides access to the settings and options available for tabular listing
reports. By changing values in this window, you can create and customize reports
to meet your specific needs. Note that some options may be unavailable if the active
project does not contain the appropriate data. Also, if data unique to a specific project
are required by a report, that report may fail when generated for a different project.

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Note that reports can be generated and viewed to verify the results before any changes
are saved. Access to the source code is also provided.
For a description of standard report options, see the “Standard Options” section on
page 717.

Variables
When this button is pressed, a window is opened to allow selections to be added to the
Variable list. Selections are added to the bottom of the list as they are chosen. Items
can be removed from the Variable list by selecting the desired items and pressing the
Remove button.
Variable List
The Variable list contains the list of variables that are to be displayed in the tabular
listing report. The information contained in these variables is displayed to the right of
the information provided by the Identifier list in the report. Use the Variables button
to add items to this list.
Remove
When this button is pressed, highlighted selections in the Identifier, Sub-Group, and
Variable lists are deleted.
Observations
This option enables you to control which observations are used for the tabular list-
ing report. The All selection indicates that all records in the input data set are to be
used, while the Collapse selection indicates that only one observation should be dis-
played for each activity. When activities have multiple successors (as is usually the
case), the input data set contains multiple records for some activities. Thus, when all
observations are used, there can be some duplication in the resulting report.
Options...
By pressing this button, you can access a window containing additional options for
the tabular listing report. These options are used to format the output.

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Additional Options
Round values
When you select this option, all numeric variables are rounded to two decimal places.
Values are rounded before summing for totals and subtotals.
Double space
When you select this option, the report is double spaced. If this option is not specified,
the report is single spaced.
Suppress labels
By default, variable labels are displayed instead of the variable names as the col-
umn heading in the tabular listing report. If you choose this option, the labels are
suppressed and the variable names are used instead.
Print observation number
When this option is selected, an observation (record) number is displayed for each
observation in the tabular listing report. If the Identifier list is not empty, this option
has no effect.
Print number of observations
When this option is selected, the total number of observations (records) in the tabular
listing report is displayed at the end of the report.
Format pages uniformly
When this option is specified, all pages of the tabular listing report are formatted
uniformly. If this option is not specified, some pages may be spaced differently (de-
pending on the data).

Import Activity Data Set Window

This window enables you to import a SAS data set that contains project activity in-
formation. Projman assumes that the selected data set is in the format appropriate for
input to the CPM or PM procedure. For more information, refer to Chapter 2, “The
CPM Procedure” or Chapter 6, “The PM Procedure.”
When you select the data set that you want to import, you must identify certain vari-
ables within that data set. Projman attempts to recognize the variables by searching
for some standard names; however, it is likely that you will need to select the required
variables. When all the necessary selections have been made and the activity data set
is imported, a new project is created.

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Standard Import Options

The following set of options are common to several different import windows.
Library
This list contains all currently defined SAS library names. Use this list to select
the library that contains the data set that you want to import. Selection of a library
automatically populates the Data Set list.
Data Set
This list contains the names of all SAS data sets that currently reside in the selected
library. When you select the data set that you want to import, the Variables list is pop-
ulated automatically. When a data set is selected, some automatic variable selection
may also take place.
Variables
This list contains the names of the variables that currently exist in the selected SAS
data set. To make import variable selections, simply select the desired variable or
variables in this list and press the appropriate button.
Import
When all necessary selections have been made, pressing this button causes the se-
lected data set to be imported. If additional selections are required, an attention win-
dow is displayed.
OK
Pressing this button accepts the current selections and closes the window.
Cancel
Pressing this button cancels the current selections and closes the window or aborts
the import process if it is selected in the primary import window.

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Reset
Pressing this button causes all variable selections in the current window to be cleared.
Remove
When the Remove check box is selected, pressing a variable button causes the cor-
responding import variable selection to be cleared. You can use the Reset button to
clear all import variable selections in the current window.

Secondary Windows
Progress / Baseline
Pressing this button opens a window that enables you to specify variables that contain
activity progress information and baseline schedules. This information is optional.
For information on this window, see the “Progress/Baseline Information” section on
page 741.
Resources
Pressing this button opens a window that enables you to identify the variables that
contain resource requirements information for the activities. You can also specify
which variable contains the activity work rate. This information is optional. For
information on this window, see the “Resource Information” section on page 742.
Additional Info
Pressing this button opens a window that enables you to specify variables that con-
tain information about activity target (alignment) dates, limits on activity delay, ac-
tivity priorities for resource scheduling, and activity splitting. This information is
optional. For information on this window, see the “Additional Information” section
on page 743.

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Basic Activity Information

This window is used to identify variables that contain basic activity information. For
a description of standard import options, see the “Standard Import Options” section
on page 738.

Activity
The Activity variable should contain values that represent the names of the activities
of the project. These names are assumed to be unique for each activity. This variable
can contain either character or numeric values. If Successor variables are specified,
the format must be the same as the Activity variable. An Activity variable is required.
Successors
The Successor variables should contain values that represent the names of the suc-
cessor activities of the project. This variable can contain either character or numeric
values. If Successor variables are specified, the format must be the same as the Ac-
tivity variable.
Description
The Description variable normally will contain values that provide more detailed in-
formation (that is, longer name) about the activity. This variable can be either char-
acter or numeric.
Project
The Project variable should contain values that represent the names of the parent
(project) activities of the project. In other words, this variable indicates the parent-
child(supertask-subtask) relationship between the activity named in the Project vari-
able and the activity named in the Activity variable. This variable should be in the
same format as the Activity variable.

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 Progress/Baseline Information  741

Duration
The Duration variable should contain values that represent the duration of each
project activity. The unit of duration is assumed to be the same for each activity.
This variable must be numeric.
Lead / Lag
The Lead / Lag variables should contain values that represent the lags (or nonstandard
precedence relationships) between the activities specified in the Activity and Succes-
sor variables. Although it is not required, the number of Lead / Lag variables should
match the number of Successor variables. The lag values are required to follow the
same naming convention as that used by the CPM procedure. For more information,
see the “” section on page 86.
Calendar
The Calendar variable should contain values that represent the name of the calendar
that the activity is to follow. Projman assumes that the calendars will be defined after
the activities are imported. At that time, you can create the calendars manually or
import a calendar data set. This variable can be either character or numeric.
Details
The Details variables can be used to import nonstandard information about the ac-
tivities that is stored in the import data set. For instance, you may want to import
information stored in variables representing the phase of the project or the depart-
ment that is responsible for the activity. These variables can be both character and
numeric.

Progress/Baseline Information
This window is used to identify variables that contain activity progress information
and baseline schedules. For a description of standard import options, see the “Stan-
dard Import Options” section on page 738.

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Actual Start
The Actual Start variable should contain values that represent the actual start date of
the activity. This variable must be numeric.
Actual Finish
The Actual Finish variable should contain values that represent the actual finish date
of the activity. This variable must be numeric.
% Completed
The Percent Completed variable should contain values representing the percentage
of the activity that is completed. This variable must be numeric and should contain
values between 0 and 100.
Rem. Duration
The Remaining Duration variable should contain values that represent the amount of
time remaining for an activity that is in progress. This variable must be numeric and
should contain nonnegative values. The unit of duration is assumed to be the same as
that for the Duration variable.
Baseline Start
The Baseline Start variable should contain values that represent the baseline start date
of the activity. This variable must be numeric.
Baseline Finish
The Baseline Finish variable should contain values that represent the baseline finish
date of the activity. This variable must be numeric.

Resource Information
This window is used to identify variables that contain resource requirements informa-
tion. For a description of standard import options, see the “Standard Import Options”
section on page 738.

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 Additional Information  743

Resources
The Resource variables should contain values that indicate the amount of resource
that is needed for a particular activity. For consumable resources, this value represents
the amount of resource needed per unit of duration; for replenishable resources, it
indicates the amount of resource that must be available throughout the duration of the
activity. These variables must be numeric.
Work Rate
The Work Rate variable should contain values that indicate the total amount of work
(time) required by one unit of a resource for a particular activity. This variable can
be used to drive the activity duration for each resource required by the activity using
the resource rate specified in the corresponding Resource variable.

Additional Information
This window is used to identify variables that contain additional activity informa-
tion. For a description of standard import options, see the “Standard Import Options”
section on page 738.

Target Date
The Target Date variable should contain values that represent the date portion of
an activity alignment constraint. For example, an activity must finish on or before
a particular date. The type of alignment constraint is specified in the Target Type
variable. The Target Date variable must be numeric.
Target Type
The Target Type variable should contain values that represent the type portion of an
activity alignment constraint. For example, an activity must finish on or before a par-
ticular date. The date portion of the alignment constraint is specified in the Target
Date variable. The target type values are required to follow the same naming conven-
tion as that used by the CPM procedure. For more information, see the “ALIGNTYPE
Statement” section on page 69.

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Min Seg. Duration

The Minimum Segment Duration variable should contain values that indicate the min-
imum duration of a single segment of an activity (when activity splitting is allowed).
This variable must be numeric.
Max Num. Segments
The Maximum Number of Segments variable should contain values that indicate the
maximum number of segments into which an activity can be split (when activity
splitting is allowed). This variable must be numeric.
Activity Delay
The Activity Delay variable should contain values that indicate the maximum amount
of time by which an activity can be delayed due to resource unavailability. This
variable must be numeric.
Activity Priority
The Activity Priority variable should contain values that indicate the priority of an
activity (lower values indicate higher priority). The activity priority can be used to
order activities that are waiting for an unavailable resource. This variable must be
numeric.

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Import Calendar Data Set Window

This window enables you to import a SAS data set that contains calendar information.
Projman assumes that the selected data set is in the format appropriate for input to
the CPM or PM procedure. For more information, see the “CALEDATA Data Set”
section on page 98.
When you select the data set that you want to import, you must identify certain vari-
ables within that data set. Projman attempts to recognize the variables by searching
for some standard names; however, it is likely that you will need to select the required
variables. When all the necessary selections have been made and the calendar data
set is imported, the appropriate calendars are created.
Note that valid calendar data sets are expected to contain the following standard vari-
ables: – SUN– , – MON– , – TUE– , – WED– , – THU– , – FRI– and – SAT– .
For a description of standard import options, see the “Standard Import Options” sec-
tion on page 738.

Calendar Name
The Calendar Name variable should contain values that represent the names of the
individual calendars. This variable can be either character or numeric, and it is re-
quired.
Description
The Description variable normally contains values that provide more detailed infor-
mation (that is, longer name) about the calendar. This variable can be either character
or numeric.

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Import Holiday Data Set Window

This window enables you to import a SAS data set that contains holiday information.
Projman assumes that the selected data set is in the format appropriate for input to
the CPM or PM procedure. For more information, see the “HOLIDATA Data Set”
section on page 99.
When you select the data set that you want to import, you must identify certain vari-
ables within that data set. Projman attempts to recognize the variables by searching
for some standard names; however, it is likely that you will need to select the required
variables. When all the necessary selections have been made and the holiday data set
is imported, the appropriate holidays are created.
For a description of standard import options, see the “Standard Import Options” sec-
tion on page 738.

Name
The Name variable should contain values that represent a short name for each holiday.
This variable can be either character or numeric.
Description
The Description variable normally contains values that provide more detailed infor-
mation (that is, longer name) about the holiday. This variable can be either character
or numeric.
Calendar
The Calendar variable should contain values that represent the name of the calendar
to which the holiday belongs. Projman assumes that the calendars already exist. If
they do not, after the import, you can create the calendars or import a calendar data
set. This variable can be either character or numeric.

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 Import Resourcein Data Set Window  747

Start
The Start variable should contain values that indicate the start date of each holiday.
This variable must be numeric, and it is required.
Finish
The Finish variable should contain values that indicate the finish date of each holiday.
This variable must be numeric. This variable is optional; however, if the Duration
variable is not specified, Projman assumes that each holiday is to last one duration
unit.
Duration
The Duration variable should contain values that indicate the length of each holi-
day. This variable must be numeric. This variable is optional; however, if the Finish
variable is not specified, Projman assumes that each holiday is to last one duration
unit.

Import Resourcein Data Set Window

This window enables you to import a SAS data set that contains resource information.
Projman assumes that the selected data set is in the format appropriate for input to the
CPM or PM procedure. For more information, see the “RESOURCEIN= Input Data
Set” section on page 107.
When you select the data set that you want to import, you must identify certain vari-
ables within that data set. Projman attempts to recognize the variables by searching
for some standard names; however, it is likely that you will need to select the required
variables. When all the necessary selections have been made and the resourcein data
set is imported, the appropriate resources are created.
For a description of standard import options, see the “Standard Import Options” sec-
tion on page 738.

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Obstype
The Obstype variable should contain values that represent the type identifier for the
particular observation. The Obstype values are required to follow the same naming
convention as that used by the CPM procedure. For more information, see the “”
section on page 82. This variable must be character, and it is required.
Period
The Period variable should contain values that indicate the specific date for each
observation containing resource availability information. This variable must be nu-
meric.
Resname
The Resname variable should contain values that represent the names of resources
that have alternate (substitutable) resource specifications. This variable must be char-
acter.

Import Workshift Data Set Window

This window enables you to import a SAS data set that contains workshift informa-
tion. Projman assumes that the selected data set is in the format appropriate for input
to the CPM or PM procedure. For more information, see the “WORKDATA Data
Set” section on page 97.
Valid workshift data sets contain numeric variables only. If the selected data set does
not contain any numeric variables, an attention window is raised.
When you have made the necessary selections, the workshift data set is imported and
the appropriate workshifts are created.
For a description of standard import options, see the “Standard Import Options” sec-
tion on page 738.

Library
This list contains all currently defined SAS library names. Use this list to select
the library that contains the data set that you want to import. Selection of a library
automatically populates the Datasets list.
Datasets
This list contains the names of all SAS data sets that currently reside in the selected
library. Select the data set that you want to import.

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The correct bibliographic citation for this manual is as follows: SAS Institute Inc., SAS/
OR User’s Guide: Project Management, Version 8, Cary, NC: SAS Institute Inc., 1999. 806
pp.
SAS/OR User’s Guide: Project Management, Version 8
Copyright © 1999 by SAS Institute Inc., Cary, NC, USA.
ISBN 1–58025–492–6
All rights reserved. Printed in the United States of America. No part of this publication
may be reproduced, stored in a retrieval system, or transmitted, in any form or by any
means, electronic, mechanical, photocopying, or otherwise, without the prior written
permission of the publisher, SAS Institute Inc.
U.S. Government Restricted Rights Notice. Use, duplication, or disclosure of the
software by the government is subject to restrictions as set forth in FAR 52.227–19
Commercial Computer Software-Restricted Rights (June 1987).
SAS Institute Inc., SAS Campus Drive, Cary, North Carolina 27513.
1st printing, October 1999
SAS® and all other SAS Institute Inc. product or service names are registered trademarks
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