Microsoft Project 2010 In Depth

Contents......Page 5
Why We Wrote This Book......Page 24
What’s New in Microsoft Project 2010......Page 25
Part II: Organizing for Success—Project Initiation and Planning......Page 26
Part IV: Tailoring Microsoft Office Project 2010 to Your Needs......Page 27
Special Features of This Book......Page 28
1 Power of Microsoft Project 2010......Page 30
Projects Are Temporary......Page 31
Projects Are Constrained by Time, Cost, Scope, and Quality......Page 32
What Microsoft Project 2010 Can Do for You......Page 33
Enterprise Versus Standard Thinking......Page 35
What’s New in Microsoft Office Project 2010......Page 36
Introduction to the Microsoft Project 2010 Interface......Page 40
Consultants’ Tips......Page 43
2 Microsoft Project 2010 Quick Start......Page 46
Navigating Microsoft Office Project 2010......Page 48
Using Team Planner to Start Managing Resources Quickly......Page 56
Define Project Scope......Page 57
Create a Project Schedule Using Microsoft Project......Page 60
Track Your Project......Page 78
Close Your Project......Page 83
Consultants’ Tips......Page 84
History of Project Management......Page 86
Exploring Project Management Industry Standards......Page 87
WBS, Phases and Control Points, Methodologies, and Life Cycles......Page 92
Using Microsoft Project with Methodologies and Life Cycles......Page 94
Accommodating Teaming Styles......Page 98
Consultants’ Tips......Page 99
Introduction......Page 100
Organizing for Success......Page 101
Work Breakdown Structure......Page 105
WBS Numbering......Page 110
Scope Control and Change Control......Page 116
Consultants’ Tips......Page 117
Setting the Task Mode......Page 120
Defining Project Information......Page 122
Defining Calendars......Page 132
Defining Custom Fields......Page 142
Defining Environment Options......Page 145
Consultants’ Tips......Page 160
Entering Project Tasks......Page 162
Manipulating the Task List......Page 179
Copying, Cutting, and Moving Tasks......Page 184
Defining Summary Tasks and Subtasks......Page 186
Defining Milestones......Page 192
Attaching Notes to Tasks......Page 194
Attaching Hyperlinks to Tasks......Page 198
Defining Recurring Tasks......Page 202
Using Other Views to Create Tasks......Page 207
Using the Timeline View......Page 209
Consultants’ Tips......Page 213
7 Defining Task Logic......Page 214
Manipulating Your Schedule......Page 216
Linking Tasks......Page 218
Defining Constraints......Page 240
Performing Advanced Actions on Tasks......Page 256
Consultants’ Tips......Page 261
Understanding How Project Uses Resources and Costs......Page 264
Defining Resources and Resource Information......Page 266
Using the Resource Sheet View......Page 268
Defining Resource Information Using the Resource Information Dialog Box......Page 269
Using the Resource Fields to Define Resource Details......Page 270
Defining Resource Costs......Page 279
Using the Task Form View to Add Additional Resources......Page 284
Working with Resources......Page 285
Consultants’ Tips......Page 294
9 Understanding Work Formula Basics......Page 296
Reviewing the Essential Components of Work Resource Assignments......Page 299
Understanding the Resource Assignment Fields......Page 300
Understanding the Work Formula......Page 305
Selecting Task Settings......Page 315
Schedule Modifiers That Affect the Complexity of the Scheduling Engine......Page 319
Consultants’ Tips......Page 323
10 Scheduling Single and Multiple Resource Assignments......Page 326
Mechanisms: Methods for Adding Resources......Page 327
Creation: Assigning a Single Resource......Page 334
Creation: Assigning Multiple Resources......Page 337
Maintenance: Modifying Existing Resource Assignments......Page 345
How-To’s: Modifying Resource Assignments......Page 360
Consultants’ Tips......Page 379
What Can I View Using Microsoft Project 2010?......Page 382
Viewing Strategies......Page 383
Understanding Standard Views......Page 391
Understanding Standard Tables......Page 412
Understanding Filtering and Grouping......Page 416
Combining Views, Tables, Filters, and Groups to Review Project Schedule Details......Page 425
Consultants’ Tips......Page 434
Auditing the Schedule for Reasonableness......Page 436
Reviewing the Big Picture (Critical Path Analysis)......Page 442
Reviewing the Project-Level Statistics......Page 446
Strategies for Analyzing Costs......Page 448
Finalizing the Schedule......Page 449
Baselining the Schedule......Page 450
Consultants’ Tips......Page 453
Overview of Tracking......Page 456
Working with Project Baselines......Page 457
Tracking Your Project’s Performance and Costs......Page 461
Entering Tracking Information at the Task Level......Page 463
Entering Tracking Information at the Assignment Level......Page 469
Understanding the Calculation Options That Affect Tracking......Page 472
Using Microsoft Project’s Facilities for Updating Tasks......Page 479
Consultants’ Tips......Page 482
14 Analyzing Performance......Page 484
Reviewing the Current Status of a Project......Page 485
Analyzing Performance with Earned Value Analysis......Page 500
Using Analysis Views and Reports......Page 515
Analyzing the Critical Path......Page 519
Consultants’ Tips......Page 520
Using Basic Reports......Page 522
Using Visual Reports......Page 547
Consultants’ Tips......Page 562
When Things Don’t Go According to Plan......Page 564
Too Late for Avoidance—Now What? Recovery......Page 567
Rebaselining Strategies......Page 570
Consultants’ Tips......Page 571
17 Closing the Project......Page 572
The Project Close Process Group......Page 573
Performing Final Reporting......Page 575
Performing a Project Retrospective (Lessons Learned)......Page 578
Archiving Your Schedule......Page 580
Celebrating Your Project Results......Page 582
Consultants’ Tips......Page 583
Saving and Protecting Project Files......Page 586
Creating a New Project Template......Page 595
Working with the Organizer and the Global File......Page 598
Consultants’ Tips......Page 603
Sorting the Tasks or Resources in a View......Page 606
Formatting Text Styles for Categories of Tasks and Resources......Page 608
Formatting Font for Selected Text......Page 611
Formatting Gridlines......Page 612
Using the Outline Options......Page 613
Formatting Timescales......Page 615
Formatting the Gantt Chart Views......Page 620
Formatting the Calendar View......Page 632
Formatting the Network Diagram View......Page 637
Formatting the Task Form and Resource Form Views......Page 646
Formatting the Resource Graph View......Page 648
Formatting the Resource Usage View......Page 656
Formatting the Task Usage View......Page 658
Consultants’ Tips......Page 659
Understanding the Basic Reports......Page 660
Customizing Reports......Page 676
Creating Reports......Page 679
Using the Common Customization Controls......Page 681
Customizing Specific Report Types......Page 685
Saving and Sharing Custom Reports......Page 707
Consultants’ Tips......Page 708
21 Creating and Customizing Visual Reports......Page 710
Understanding OLAP Cubes for Visual Reports......Page 714
Understanding Excel and Visio in Relation to Project......Page 715
Reporting Capabilities......Page 720
Sharing and Saving Visual Reports......Page 749
Consultants’ Tips......Page 754
22 Customizing Views, Tables, Filters, Groups, and Fields......Page 756
Creating and Customizing Tables......Page 757
Creating and Customizing Views......Page 765
Printing Views......Page 772
Creating and Customizing Filters......Page 785
Creating Custom Groups......Page 798
Creating and Customizing Fields......Page 801
Organizing Views and Other Custom Elements in Project Files......Page 810
Consultants’ Tips......Page 812
Customizing the Ribbon......Page 814
Customizing the Quick Access Toolbar......Page 821
Customizing the Status Bar......Page 826
Consultants’ Tips......Page 828
Using Windows Commands......Page 830
Comparing Project Versions......Page 834
Displaying Tasks from Different Projects in the Same Window......Page 837
Creating Master Projects......Page 842
Creating Links Between Tasks in Separate Projects......Page 850
Consultants’ Tips......Page 859
Understanding How Resource Allocation Problems Occur......Page 862
Visualizing Resource Allocation Conditions......Page 866
Strategies for Correcting Resource Allocation Problems......Page 877
Consultants’ Tips......Page 892
26 Exporting and Importing Project Data......Page 894
Exchanging Project Files Across Microsoft Project Versions......Page 895
Exchanging Microsoft Project Data with Other Applications......Page 896
Working with Import/Export Maps to Select Your Project Data......Page 897
Exchanging Data with Microsoft Excel......Page 912
Working with Web-Enabled Project Data......Page 922
Working with Text File Formats......Page 923
Importing a Task List from Outlook......Page 926
Consultants’ Tips......Page 929
Copying Data Between Applications......Page 932
Linking Data Between Applications......Page 937
Working with Objects......Page 943
Placing Objects into Microsoft Project......Page 946
Placing Objects into Other Applications......Page 955
Consultants’ Tips......Page 960
A......Page 962
C......Page 963
D......Page 965
E......Page 966
F......Page 967
H......Page 968
M......Page 969
O......Page 970
P......Page 971
R......Page 974
S......Page 976
T......Page 978
V......Page 980
W......Page 981
X-Z......Page 982