Booking out data
You can book out one or more charts or summary groups at a time. Booking out a chart or summary group copies the chart or summary group into a separate .PP file which can then be edited on its own, apart from the main project. The project from which you book out data is known as the "master project"; the project into which data is booked out is known as the "destination project". You can only book out a chart or summary group if your security group's access rights permit it.
To book out data into a destination project:
- Save the project.
- Select the charts and/or summary groups that you want to book out and display the Book Out dialog by doing one of the following:
- Select one or more expanded tasks or summary tasks, then on the Project tab, in the Data group, click the Book In/Out dropdown and select Book Out.
- Right-click an expanded task or summary task in the bar chart and select Book Out.
- Right-click a chart or summary group in the project view and select Book Out.
- Enter the location and name of the .PP destination project to which you want to book out information in the Destination field.
- In the Scope field, select the check boxes to the left of those charts and summary groups that you want to book out. You can include any number of charts and summary groups from anywhere in the project hierarchy in a book out.
- If you want to include information from one or more of the project's baselines in the book out, select the check boxes to the left of the baselines that you want to include in the Baselines field.
If you include a baseline in a book out, most baseline functionality is available in the destination project. However, when you come to book the data back into the master project, any changes that you have made to the baseline are discarded and are not booked in; only changes to the project itself are booked in. - Click OK. The specified charts or summary groups are booked out of the master project into the specified destination project.
The project view icons of the charts and summary groups that have been booked out into the destination project change to to indicate that they are now booked out. The master project and the destination project can now be worked on independently at the same time.
Introduction to booking out data
Working with booked out data in the destination project
Working with data in a master project when data has been booked out