Microsoft Project Greentree Desktop Fields

When the JC Microsoft Project Interface sub-module is installed, new columns are available in Microsoft Project, depending on the View that you select. Each wizard creates new tables or views in the selected plan to display the plan with relevant Greentree Desktop components.

These can be accessed by selecting from the Microsoft Project View menu: Gantt Chart, Task Usage, Tracking Gantt, Resource Sheet or Resource Usage (depending on your version of Microsoft Project), and then selecting Table from the View menu. The views created by the wizards are:

Greentree Gantt Chart table (Gantt Chart, Task Usage, Tracking Gantt views)

Greentree Task Code	Service Request Number
Greentree Finish	This is the latest date of all the timesheet lines on the service request
Greentree Start	This is the earliest date of all the timesheet lines on the service request
Greentree % Work Complete	Service Request Percentage Complete
Greentree Actual Duration	This is the total of all the non-travel activity timesheet lines on the service request
Greentree Actual Cost	This is the total cost of all the timesheet lines on the service request

Greentree Tasks table (Gantt Chart, Task Usage, Tracking Gantt views)

Greentree Activity Code	JC Activity Code assigned to task
Greentree Specification	Path name and file name of the Microsoft Project plan
Greentree Task Code	Service Request Number
Greentree Actual Duration	This is the total of all the non-travel activity timesheet lines on the service request
Greentree Actual Cost	This is the total cost of all the timesheet lines on the service request

Greentree Tasks Actuals table (Gantt Chart, Task Usage, Tracking Gantt views)

Greentree Task Code	Service Request Number
Greentree Actual Duration	This is the total of all the non-travel activity timesheet lines on the service request
Greentree Actual Cost	This is the total cost of all the timesheet lines on the service request
Greentree Finish	This is the latest date of all the timesheet lines on the service request
Greentree Start	This is the earliest date of all the timesheet lines on the service request
Greentree % Work Complete	Service Request Percentage Complete

Greentree Resources table (Resource Sheet, Resource Usage views)

Greentree Employee Type	JC Employee Type Code
Greentree Resource Code	JC Employee Code
Greentree Resource Name	JC Employee Name

Example

Select View > Gantt Chart - View > Table:Greentree Tasks. The Greentree Desktop Task Code column is at task level:

planViewTable

Select View > Task Usage - View > Table:Greentree Tasks Actuals.

The Greentree Desktop Task Code column is at the task level, and the current code is at the resource assignment level:

planViewTable2

In the Tasks table, the Work value on a task is set to the value in the Target Qty column on the Service Request Wizard (which comes from the service request's Scheduled Working Hours). When you change the Work value on the plan, this changes the Duration, and vice versa.

These apply to the Greentree Task Code:

It is this service request number from Greentree, and displays at the task level (in brackets < >) and at the resource level.
On the task level, it shows all the service requests that have been linked to the task.
On the resource level, it shows the last service request that was linked to the task for the resource, but is always displayed without brackets.
If the link between task and service request is broken (for example,, a service request is deleted, or the Task Code in the plan is cleared), the process creates a service request/task to replace the previous one). For example, in the above Microsoft Project form, task 5 (Review specification) shows the Task Code as <1025> <1026>, indicating that when the task was sent to Greentree, it created service request 1025. That service request was subsequently deleted in Greentree, so when the task was sent again to Greentree, the process created a new service request (1026) for the task.