An important part of running any project is clearly communicating project details with the various resources or personnel that are assigned to the project. Depending on the size of the project it may not always be the best option to share an entire schedule with each individual resource. In these cases we can create unique reports to show only one specific resource’s assigned activities and share these customized schedules with the users in a few different ways. In FastTrack Schedule 10 the best way to accomplish this will be to create FastSteps, or combined sets of steps such as applying a layout, filter, or even exporting to a specific file type such as .ics or .jpg.
The first step in setting everything up will be to create filters for a specific resource in your schedule. To do this go to Project > Filters > Define. In the Define Filters dialogue select New which allows us to create a new Filter from scratch. Enter a customized filter name (such as the resource name), then switch to the tab labeled Column/Value Criteria. From the Column drop-down list select Resources Assigned, in the Test drop-down list keep the *txt* (Contains) option selected, and finally enter the Resource Name that the filter is for within the Value field. Then select OK to save the Filter and Close to close the Define Filters dialogue.