Make Project Management Easier with Split Screens in Microsoft Project

Microsoft Project is a project management powerhouse that offers various features to organize and manage complex data. However, one often-overlooked feature that can make a big difference in your productivity is split screens.

Using split screens, project managers and team members can compare views, access detailed task data, and make decisions with a clear understanding of the project landscape.

Let’s examine split screens in more detail, explain why they’re useful, and discuss how to set them up for the best results.

What is the Split Screen Feature?

The split screen feature in Microsoft Project allows you to see two different views of your project in a single window. Usually, the top half shows the Gantt chart or task sheet, and the lower half can display other views, such as resource usage, a calendar, or task details.

This setup helps you easily compare high-level information with specific details, making it much easier to understand how each part of your project fits together.

Benefits of Utilizing Split Screen

  • Improved Task Analysis
    With split screens, you can see your project timeline alongside detailed task information. This makes it easier to understand dependencies, start and finish dates, and who is assigned to each task. For example, you can keep the Gantt chart open in the top half and show Task Details in the lower half to get specifics on predecessors, successors, and notes for each task. This setup helps you analyze tasks more quickly and fine-tune them as needed.
  • Enhanced Resource Management
    Split screens are especially helpful for managing resources. You can view the task list or Gantt chart next to the Resource Sheet or Resource Usage view, making it easy to spot over-allocated or underused team members. This visibility allows for more efficient adjustments and scheduling.
  • Faster Decision-Making
    Having all your project data in one view helps you make decisions quickly without the hassle of switching between screens. This can be a real time-saver, especially when you need to make informed decisions on the fly.

How to Set Up Split Screens in Microsoft Project

Using split screens is easy to set up in Microsoft Project. Here’s a quick guide:

  • Enable Split View
    • Go to the View
    • In the Split View section, check the Details box to activate the Split Screen layout.

  • Choose Views for Each Pane
    • By default, the Gantt Chart appears in the top pane.
    • Click within the lower pane, then choose a different view (such as Task Form, Resource Sheet, or Calendar) to display additional data.
  • Customize the Lower Pane
    • You can adjust which details are visible in the lower pane by going to Task Form options (like showing predecessor or successor tasks).
    • The view remains flexible, so you can switch between resource-focused, schedule-focused, or budget-focused layouts as needed.

Practical Uses for Split Screens

  • Resource Optimization: Pair the Gantt Chart with Resource Usage to identify overbooked or underutilized team members. You can then adjust schedules or assignments as needed.
  • Dependency Management: Keep the Gantt Chart up top and open the Task Form below to easily see task dependencies and avoid scheduling conflicts.
  • Progress Tracking: Pairing the Gantt Chart with the Task Details form or Milestones view gives an immediate sense of project progress and helps track whether tasks are on schedule, delayed, or completed.
  • Budget Monitoring: For projects with tight budgets, combining the task sheet with a cost-tracking view can help you keep tabs on budget vs. actual costs, ensuring financial oversight as work progresses.

Wrapping Up

The Split Screen feature in Microsoft Project is a simple yet powerful tool that can enhance project management efficiency. By allowing you to view multiple dimensions of your project side-by-side, it helps minimize distractions, supports quicker decisions, and ensures a better-organized approach to managing complex tasks.

Next time you find yourself jumping between views or struggling with dependencies and resource management, try using split screens.

Advisicon is all about bringing clarity and control to project management, and split screens can be a game-changer in helping you stay organized, productive, and on top of every project phase. We’re here to help you make the most of Microsoft Project and streamline your project management process. We offer services like project planning, risk management, and team development, all designed to help your team achieve new levels of productivity.

If you’d like some extra help setting up split screens or want to explore other ways to improve your project management, feel free to email us for assistance. We’re here to support your success!