Using Microsoft Project 2010

Overview

More than just a book!

Get comfortable with simple techniques that you can use to bring order to project management chaos. Don’t just read about it: see it and hear it, with step-by-step video tutorials and valuable audio sidebars. Way more than just a book, this is all the help you’ll ever need… where you ...

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Using Microsoft Project 2010

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Overview

More than just a book!

Get comfortable with simple techniques that you can use to bring order to project management chaos. Don’t just read about it: see it and hear it, with step-by-step video tutorials and valuable audio sidebars. Way more than just a book, this is all the help you’ll ever need… where you want, when you want!

Learn Fast, Learn Easy!

Using web, video, and audio

  • Show Me video walks through tasks you’ve just got to see – including bonus advanced techniques
  • Tell Me More audio delivers practical insights straight from the experts
  • Let Me Try It tasks break down the complex into easy-to-follow, step-by-step sequences
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Product Details

  • ISBN-13: 9780789742957
  • Publisher: Que
  • Publication date: 5/11/2011
  • Series: Using Series
  • Edition number: 1
  • Pages: 202
  • Sales rank: 733,397
  • Product dimensions: 6.00 (w) x 8.90 (h) x 0.60 (d)

Meet the Author

Sonia Atchison has been working with Microsoft Project since 1999. In 2006, she joined the writing team at Microsoft that produces end-user Help content and videos for Project and Project Server, planning and writing content for the 2007 and 2010 releases.

Brian Kennemer has been helping people understand and work with Microsoft Project since 1998. He has worked at Microsoft, where he specialized in Project Server deployments and was a member of the Enterprise Project Management Center of Excellence. He currently does Project Server consulting at forProject Technology, Inc., a Microsoft partner that specializes in Earned Value Management System products that work with Project and Project Server. He lives in the forests north of Seattle with his wife, Alicia, and his children, Riley, Jesse, and Alivia.

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Table of Contents

Introduction 1

How This Book Is Organized 2

Using This Book 2

Special Features 3

About the Using Web Edition 3

1 Introduction to Managing Projects with Microsoft Project 2010 4

What Microsoft Project 2010 Can Do for You 4

What Version of Project 2010 Do You Need? 6

Laying a Foundation 6

Project 7

Task 7

Resource 7

Assignment 7

What's New in Project 2010? 7

Updated User Interface 7

Manually Scheduled Tasks 9

Team Planner View 9

Timeline 10

New Table Customization 11

SharePoint Collaboration 12

2 Navigating Project 2010 14

Using the Ribbon 14

Using the Timeline 15

Share the Timeline with Others 16

Understanding Project Views 16

What Views Are Available in Project 2010? 16

Working with Project Views 36

Grouping Data in a View 36

Sorting Data in a View 38

Filtering Data in a View 40

Highlighting Data in a View 41

Displaying Two Views at Once 43

3 Starting a Project 45

Setting Up a Project 45

Creating a New Project 45

Saving a Project 47

Setting Project Properties and Options 49

Setting Project Properties 49

Setting Project Options 50

Choosing a Project Start or Finish Date 51

Setting Up Your Project's Calendars 52

Modifying an Existing Base Calendar 53

Changing a Working Day to a Nonworking Day 54

Changing a Nonworking Day to a Working Day 55

Changing Default Working Times 56

Changing Working Times for a Specific Time Period 57

Creating a New Base Calendar 57

Setting Up Your Project's Calendar 59

How Does Project 2010 Schedule Tasks? 60

Scheduling Methods in Project 2010 60

What Factors Does the Project Scheduling Engine Consider? 61

Which Scheduling Method Should I Use? 62

4 Working with Tasks 65

Understanding Task Types 65

Fixed Units 66

Fixed Work 66

Fixed Duration 67

Adding Tasks to Your Project 67

Adding a New Task 67

Setting a Task Calendar 70

Indenting and Outdenting Tasks 71

Setting Up Task Dependencies 72

Adding Dependencies Between Tasks 74

Creating a Work Breakdown Structure (WBS) 76

Setting Your Project's WBS Code Structure 78

5 Working with Resources 82

Understanding Resource Types and Other Factors 82

Adding Resources to Your Project 84

Adjusting Resources Calendars 86

Assigning Resources to Tasks 87

Assigning a Resource Using the Task Information Dialog Box 87

Assigning a Work Resource Using the Team Planner View 89

Editing an Existing Resource Assignment 89

Splitting a Task to Create a Gap in Work 90

Fine-Tuning a Resource's Work Schedule for a Task 91

Assigning Remaining Work on a Task to Another Resource 92

6 Accounting for Project Costs 94

Understanding Types of Costs 94

Creating a Budget for Your Project 95

Creating and Assigning Budget Resources 95

Adding Values to Budget Resources 98

Pairing Resources with Budgets 98

Comparing Actual Cost and Work Values with the Project Budget 100

Accounting for Overtime Spent on Project Tasks 102

Planning for Overtime Work and Costs 102

Recording Actual Overtime Work and Costs 103

7 Capturing Project Progress 106

Baselining Your Project 106

Gathering Status Updates from Resources 108

Actual Start, Percent Work Complete, Remaining Work 109

Actual Work Per Day, Remaining Work, Expected Finish Date 116

Assessing the Impacts of Updates 119

8 Sharing Your Project with Others 121

Reporting on Your Project 121

Generating and Customizing a Visual Report 123

Generating and Customizing a Basic Report 126

Sharing Data with Others 131

Copying the Timeline 132

Exporting Data to Excel 132

Taking a Picture of Your Project Data 133

Saving the Project As a PDF or XPS File 134

Collaborating with Others on Your Project 135

9 Customizing Project 2010 137

Creating Custom Fields 137

Adding and Removing Columns in a View 140

Adding a Column to a View 141

Hiding a Column in a View 142

Saving a Set of Columns as a Table 143

Creating and Editing Views 145

10 Understanding Project Options 149

General Project Options 150

User Interface Options 150

Project View 151

Personalize Your Copy of Microsoft Office 153

Display Options 153

Calendar 154

Currency Options for This Project 154

Show Indicators and Options Buttons For 156

Show These Elements 156

Schedule Options 156

Calendar Options for This Project 157

Schedule 159

Scheduling Options for This Project 160

Schedule Alerts Options 162

Calculation 163

Calculation Options for This Project 163

Proofing Options 165

AutoCorrect Options 165

When Correcting Spelling in Microsoft Office Programs 166

When Correcting Spelling in Project 166

Save Options 167

Save Projects 167

Save Templates 168

Cache 168

Language Options 169

Advanced Options 169

General 170

Project Web App 172

Planning Wizard 172

General Options for This Project 172

Edit 174

Display 174

Display Options for This Project 177

Cross Project Linking Options for This Project 179

Earned Value Options for This Project 180

Calculation Options for This Project 180

Customize Ribbon Options 182

Customize the Ribbon 182

Quick Access Toolbar Options 184

Customize the Quick Access Toolbar 186

Add-Ins Options 186

Trust Center Options 187

11 Dealing with Problems 189

Problem: One of My Resources Is Overallocated 189

Problem: My Schedule Goes Longer Than My Deadline 193

Problem: My Costs Are Exceeding My Budget 195

Assigning Work to Fewer People 197

Cutting Back on What Needs to Get Done 197

Trimming Budget Amounts 197

Index 198

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