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by Teresa S. Stover
Microsoft® Office Project 2007 Inside Out
Microsoft® Office Project 2007 Inside Out
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A Note Regarding Supplemental Files
Your All-in-One Resource
Acknowledgments
About the CD
What’s On the CD
System Requirements
Support Information
Conventions and Features Used in This Book
Text Conventions
Design Conventions
I. Project Fundamentals
1. Introducing Microsoft Office Project 2007
Using This Book
Using Microsoft Project—An Overview
Microsoft Office Project Standard 2007
Microsoft Office Project Professional 2007
Microsoft Office Project Server 2007
Microsoft Office Project Web Access
Microsoft Office Project Portfolio Server 2007
What’s New in Microsoft Office Project 2007
What’s New in Microsoft Office Project Standard 2007
Planning and Scheduling
Tracking Resource Work and Costs
Viewing and Reporting on Project Information
What’s New in Microsoft Office Project Professional 2007
Planning and Scheduling
Tracking Resource Work and Time
Viewing and Reporting on Project Information
What’s New in Project Server 2007 and Project Web Access
Planning and Scheduling
Tracking Resource Work and Time
Viewing and Reporting on Project Information
Learning As You Go
Working with the Project Guide
Getting Help
Search for a Specific Topic
Browsing Project Help Contents
Getting Help for Project Fields
Getting Help for Dialog Boxes
Finding Project Assistance on the Web
Joining a Project Discussion Group
Working with Project Smart Tags
2. Understanding Projects and Project Management
Understanding Project Management Basics
What Is a Project?
What Is Project Management?
Understanding Project Management Processes
Planning the Project
Executing the Project
Controlling the Project
Closing the Project
Facilitating Your Project with Microsoft Project
Creating a Model of Your Project
Planning Your Project in Microsoft Project
Executing and Controlling Your Project in Microsoft Project
Closing Your Project in Microsoft Project
Working with Your Team Through Microsoft Project
Using Microsoft Project in Your Enterprise
Working with the Project Stakeholders
Keys to Successful Project Management
II. Developing the Project Plan
3. Starting a New Project
Focusing the Project Vision
Defining Scope
Understanding Product Scope and Project Scope
Developing the Scope Statement
Creating a New Project Plan
Creating a Project File
Creating a New Project with a Template
Creating a New Project from an Existing Project
Saving Your New Project
Scheduling from a Start or Finish Date
Setting Your Project Calendar
Applying a Base Calendar to the Project Calendar
Modifying a Base Calendar
Specifying the Normal Work Week for a Base Calendar
Setting Up an Alternative Work Week
Setting Up Holidays and Other One-Time Calendar Exceptions
Setting Up a Recurring Calendar Exception
Creating a New Base Calendar
Attaching Project Documentation
Showing the Project Summary Task
Copying a Document into Your Project File
Hyperlinking a Document to Your Project File
Entering Tasks
Adding Tasks to Your Project Plan
Importing Tasks from an Excel Worksheet
Entering Recurring Tasks
Sequencing and Organizing Tasks
Moving Tasks
Inserting Additional Tasks
Copying Tasks
Deleting Tasks
Undoing Multiple Edits
Organizing Tasks into an Outline
Setting Up Your Work Breakdown Structure
Understanding Work Breakdown Structure Codes
Setting Up Work Breakdown Structure Codes
Adding Supplementary Information to Tasks
4. Viewing Project Information
Understanding Project Information Categories
Accessing Your Project Information
Using Views
Working with Gantt Charts
Working with Network Diagrams
Working with Graph Views
Working with Sheet Views
Working with Usage Views
Working with Forms
Working with Combination Views
Working with Timescales
Using Tables
Views That Use Tables
Changing the Table in a View
Modifying a Table
Using Fields
Rearranging Your Project Information
Sorting Project Information
Grouping Project Information
Filtering Project Information
Arranging Your Microsoft Project Window
Setting Your Default View
Showing and Hiding Screen Elements
Splitting a Window
Switching Among Open Projects
Navigating to a Specific Location in a View
5. Scheduling Tasks
Setting Task Durations
Developing Reliable Task Duration Estimates
Understanding Estimated vs. Confirmed Durations
Entering Durations
Understanding How Durations Affect Scheduling
Reviewing Durations
Calculating Your Most Probable Duration
Establishing Task Dependencies
Creating the Finish-to-Start Task Dependency
Understanding the Dependency Types
Delaying Linked Tasks by Adding Lag Time
Overlapping Linked Tasks by Adding Lead Time
Changing or Removing Links
Reviewing Task Dependencies
Scheduling Tasks to Achieve Specific Dates
Understanding Constraint Types
Changing Constraints
Working with Flexible and Inflexible Constraints
Flexible Constraints
Moderately Flexible Constraints
Inflexible Constraints
Reviewing Constraints
Setting Deadline Reminders
Creating Milestones in Your Schedule
Working with Task Calendars
Setting Up the Task Calendar
Assigning a Base Calendar to a Task
Seeing Feedback on Scheduling Changes
Highlighting the Ripple Effects of Schedule Changes
Reviewing the Factors That Affect a Task Start Date
6. Setting Up Resources in the Project
Understanding the Impact of Resources in the Project Plan
Adding Resources to the Project
Entering Resources in the Resource Sheet
Adding Work Resources to the Project
Adding Resources from Your E-Mail Address Book
Using Resource Information from Office Excel
Adding Material Resources to the Project
Adding Cost Resources to the Project
What Are Cost Resources?
Identifying a Resource as a Cost Resource
Removing a Resource from the Project
Identifying Tentative, Generic, or Budget Resources
Proposing Tentative Resources
Using Generic Resources as a Placeholder
Specifying a Budget Resource
Setting When Resources Are Available for Work
Setting Working Times and Days Off for Work Resources
Viewing a Resource Calendar
Applying a Different Base Calendar to a Resource
Modifying a Resource Calendar
Creating a New Base Calendar for Resources
Specifying Resource Availability with Max Units
Adding Detailed Resource Information
Working with Supplemental Resource Fields
Specifying Contact Information
Adding a Note Regarding a Resource
Hyperlinking to Resource Information
7. Assigning Resources to Tasks
Assigning Work Resources to Tasks
Creating Work Resource Assignments
Adding and Assigning Resources at the Same Time
Finding the Right Resources for the Job
Understanding Assignment Calculations
Assigning Material Resources to Tasks
Assigning Cost Resources to Tasks
Reviewing Assignment Information
Showing Assignments by Task or Resource
Showing Assignment Information Under a Task View
Changing Resource Assignments
Controlling Changes with Effort-Driven Scheduling
Controlling Schedule Changes with Task Types
Understanding the Fixed Units Task Type
Understanding the Fixed Work Task Type
Understanding the Fixed Duration Task Type
Changing the Task Type
Contouring Resource Assignments
8. Planning Resource and Task Costs
Working with Costs and Budgeting
Planning Resource Costs
Setting Costs for Work Resources
Specifying Variable Work Resource Costs
Specifying Fixed Resource Costs
Setting Costs for Material Resources
Setting Multiple Costs for a Resource
Setting Cost Accrual
Entering Costs for Cost Resource Assignments
Planning Fixed Task Costs
Reviewing Planned Costs
Reviewing Assignment Costs
Reviewing Resource Costs
Reviewing Task Costs
Reviewing the Total Planned Cost for the Project
Setting Up and Reviewing a Project Budget
Creating Budget Resources
Assigning Budget Resources to the Project Summary Task
Entering Budget Values for the Budget Resources
Aligning Resources with their Budget Resource Type
Comparing Resource Costs with Budget Resource Values
Setting a Different Currency
Setting Up a Different Currency in Your Computer
Setting Up a Different Currency in Microsoft Project
9. Checking and Adjusting the Project Plan
Working with the Critical Path and Critical Tasks
Understanding Slack Time and Critical Tasks
Viewing the Critical Path
Bringing in the Project Finish Date
Viewing Finish Dates and the Critical Path
Checking Your Schedule Assumptions
Checking and Adjusting Date Constraints
Checking and Adjusting Task Dependencies
Checking and Adjusting Durations
Checking Task Drivers
Adjusting Resource Settings to Bring in the Finish Date
Checking and Adjusting Resource Availability
Adding Resources to Decrease Duration
Reducing Project Costs
Viewing Project Costs
Reviewing Total Cost Using Project Statistics
Reviewing Costs with the Cost Table
Comparing Resource Costs Against Budget Resource Values
Generating Cost Reports
Sorting Tasks or Resources by Cost
Filtering Tasks or Resources by Cost
Checking Your Cost Assumptions
Adjusting the Schedule to Reduce Costs
Adjusting Assignments to Reduce Costs
Adjusting Cost Resources
Balancing Resource Workloads
Viewing Resource Workloads
Adjusting Resource Availability
Adjusting Assignments
Adding More Resources to Tasks
Replacing Overallocated Resources
Delaying a Task or Assignment
Specifying Overtime Work to Account for Overallocations
Splitting Tasks
Leveling Assignments
Setting Leveling Priorities
Leveling Resources with Standard Defaults
Setting Leveling Options
Checking the Results of Leveling
Changing Project Scope
Reviewing the Impact of Changes
Obtaining Buyoff on the Project Plan
III. Tracking Progress
10. Setting a Baseline and Updating Progress
Saving Original Plan Information Using a Baseline
Setting a Baseline
Reviewing Baseline Information
Saving Additional Baselines
Reviewing Multiple Baselines
Saving Additional Scheduled Start and Finish Dates
Clearing a Baseline
Updating Task Progress
Choosing the Best Method for Entering Actuals
Updating Progress with Task Scheduling Controls
Entering Percentage Complete
Entering Actual and Remaining Duration
Entering Actual Start and Actual Finish
Using Resource Work to Update Progress
Entering Percentage Work Complete
Entering Actual Work Complete and Remaining Work
Entering Actual Work by Time Period
Rescheduling the Project
Updating Actual Costs
Updating Actual Costs for Work Resources
Updating Actual Costs for Material Resources
Updating Actuals for Cost Resources
Updating Actuals for Fixed Costs on Tasks
Manually Updating Project Costs
11. Responding to Changes in Your Project
Monitoring and Adjusting the Schedule
Monitoring Schedule Progress
Reviewing Overall Schedule Progress
Reviewing Schedule Variances
Reviewing the Critical Path
Reviewing Task Progress
Showing Progress Lines
Correcting the Schedule
Monitoring and Adjusting Costs
Monitoring Project Costs
Reviewing Overall Cost Totals
Reviewing Cost Variances
Reviewing Overbudget Costs
Reviewing Cost Performance by Using Earned Value Analysis
Reviewing Budget Status
Realigning the Project with the Budget
Monitoring and Adjusting Resource Workload
Monitoring Resource Workload
Reviewing Overall Work Totals
Reviewing Work Variances
Reviewing Overbudget Work
Reviewing Resource Allocation
Balancing the Resource Workload
IV. Reporting and Analyzing Project Information
12. Reporting Project Information
Establishing Your Communications Plan
Using Views to Report Project Information
Setting Up and Printing Views
Getting Assistance from the Report Project Guide
Generating Text and Visual Reports
Working with Text-Based Reports
Working with Visual Reports in Excel and Visio
Running Reports for Your Requirements
Summarizing with Overview Reports
Using the Project Summary Report
Using the Top-Level Tasks Report
Using the Critical Tasks Report
Using the Critical Tasks Status Report in Visio
Using the Milestones Report
Using the Working Days Report
Focusing on Tasks with Schedule Progress Reports
Using the Unstarted Tasks Report
Using the Tasks Starting Soon Report
Using the Tasks In Progress Report
Using the Completed Tasks Report
Using the Should Have Started Tasks Report
Using the Slipping Tasks Report
Using the Baseline Report in Visio
Using the Baseline Work Report in Excel
Using the Task Status Report in Visio
Using the Budget Work Report in Excel
Analyzing Budget Status with Cost Reports
Using the Cash Flow Report
Using the Cash Flow Report in Excel
Using the Cash Flow Report in Visio
Using the Baseline Cost Report in Excel
Using the Budget Report
Using the Budget Cost Report in Excel
Using the Resource Cost Summary Report in Excel
Using the Overbudget Tasks Report
Using the Overbudget Resources Report
Using the Earned Value Report
Using the Earned Value Over Time Report in Excel
Evaluating Resource Allocation with Assignment Reports
Using the Who Does What Report
Using the Who Does What When Report
Using the To-Do List
Using the Overallocated Resources Report
Using the Resource Availability Report in Visio
Using the Resource Work Availability Report in Excel
Using the Task Usage Report
Using the Resource Usage Report
Using the Resource Work Summary Report in Excel
Using the Resource Remaining Work Report in Excel
Using the Resource Status Report in Visio
Revising a Built-In Report
Modifying a Text Report
Copying an Existing Text Report
Modifying an Existing Text Report
Adjusting the Page Setup of a Report
Modifying a Visual Report
Building a Custom Report
Creating a New Text Report
Creating a New Visual Report Template
Saving Project Data Fields
Saving the Reporting Cube
Saving the Reporting Database
13. Analyzing Progress Using Earned Value
Generating Earned Value Data
Setting the Baseline
Entering Actuals
Specifying the Status Date
Reviewing Earned Value Data
Working with Earned Value Tables
Understanding the Earned Value Fields
Generating the Earned Value Text Report
Generating the Earned Value Over Time Visual Report
V. Managing Multiple Projects
14. Managing Master Projects and Resource Pools
Structuring Master Projects with Subprojects
Setting Up a Master Project
Inserting Projects into a Master Project
Breaking a Large Project into Subprojects
Working with Subproject Information
Changing Subproject Information to Read-Only
Viewing the Critical Path in a Master Project
Unlinking a Subproject from Its Source File
Removing a Subproject from the Master Project
Consolidating Project Information
Sharing Resources by Using a Resource Pool
Setting Up a Resource Pool
Linking a Project to Your Resource Pool
Checking Availability of Resource Pool Resources
Updating Resource Pool Information
Disconnecting a Resource Pool from a Project Plan
15. Exchanging Information Between Project Plans
Linking Information Between Project Plans
Linking Tasks Between Different Projects
Reviewing Cross-Project Links
Updating Cross-Project Links
Removing Cross-Project Links
Copying and Moving Information Between Projects
Copying and Moving Task and Resource Information
Copying Fields Between Projects
Copying Project Elements by Using the Organizer
Copying an Element from a Project to the Global Template
Copying an Element Between Two Projects
VI. Integrating Microsoft Project with Other Programs
16. Exchanging Information with Other Applications
Copying Information
Copying from Microsoft Project to Another Application
Copying from Another Application to Microsoft Project
Copying a Picture of a View
Capturing a View for Word, PowerPoint, or Visio
Capturing a View for Other Applications
Embedding Information
Embedding from Microsoft Project to Another Application
Embedding an Existing Microsoft Project File
Creating a New Microsoft Project File as an Embedded Object
Working with the Embedded Microsoft Project File
Embedding from Another Application to Microsoft Project
Embedding an Object in the Gantt Chart
Embedding an Object in a Note
Creating a New Object to Embed in the Project
Working with the Embedded Object in the Project
Linking Information
Linking from Microsoft Project to Another Application
Linking from Another Application to Microsoft Project
Hyperlinking to Documents in Other Applications
Importing and Exporting Information
Updating Security Settings to Allow Data Import and Export
Importing Information into Microsoft Project
Exporting Information from Microsoft Project
Working with Microsoft Project and XML Files
Importing and Exporting Database Information
17. Integrating Microsoft Project with Microsoft Excel
Copying Between Microsoft Project and Excel
Copying Information from Excel
Copying Sheet Information from Excel
Copying Graphics from Excel
Copying Information to Excel
Copying Sheet Information to Excel
Copying Graphics to Excel
Embedding Between Microsoft Project and Excel
Embedding an Excel Object in Microsoft Project
Embedding Copied Excel Information in a Microsoft Project File
Embedding an Entire Excel File in a Microsoft Project File
Creating a New Excel Object in Microsoft Project
Working with an Embedded Excel Object
Embedding a Microsoft Project File in Excel
Embedding an Existing Microsoft Project File in Excel
Creating a New Microsoft Project File in Excel
Working with the Embedded Microsoft Project File
Linking Between Microsoft Project and Excel
Linking from Excel to Microsoft Project
Linking from Microsoft Project to Excel
Working with a Linked Object
Editing Linked Information
Updating Linked Objects
Viewing Links
Importing and Exporting with Excel
Importing from Excel to Microsoft Project
Importing a Project Task List from Excel
Importing Detailed Project Information from Excel
Importing from Excel Without a Template
Exporting from Microsoft Project to Excel
Updating Security Settings to Allow Data Exporting
Exporting Selected Data to Excel
Exporting Complete Project Data to Excel
Re-Using a Previously Saved Export Map
Producing a Visual Report of Project Data in Excel
Generating a Visual Report from a Built-In Template
Creating and Editing Visual Report Templates in Excel
Editing a Built-In Visual Report Template for Excel
Creating a New Visual Report Template for Excel
Configuring a Visual Report in Excel
18. Integrating Microsoft Project with Microsoft Outlook
Exchanging Task Information with Outlook
Adding Outlook Tasks to Your Project Plan
Adding Microsoft Project Tasks to Outlook Tasks
Building Your Resource List with Outlook
Sending Project File Information
Sending an Entire Project File
Sending Selected Tasks or Resources
Routing a Project File
Publishing the Project File to an Exchange Folder
19. Integrating Microsoft Project with Microsoft Visio
Creating a Visual Report of Project Data in Visio
Generating a Built-in Visual Report for Visio
Configuring a Visual Report in Visio
Creating and Editing Visual Report Templates in Visio
Presenting Microsoft Project Data with Visio
Showing Project Timeline Information in Visio
Displaying Project Information in a Visio Gantt Chart
Exporting Data from Visio to Microsoft Project
Exporting Timelines from Visio to Microsoft Project
Importing Visio Gantt Charts to Microsoft Project
Representing Project Data in a Visio Diagram
Using the Visio Timeline Template
Configuring the Time Period and Time Format
Configuring a Timeline Interval
Configuring Milestones
Expanding a Portion of a Timeline
Synchronizing Milestones and Intervals
Using the Gantt Chart Template
Using the PERT Chart Template
VII. Managing Projects Across Your Enterprise
20. Understanding Enterprise Project Management
Who’s Who in Enterprise Project Management
Understanding the Components of EPM
Understanding the Role of Project Server
Understanding the Role of Project Professional
Understanding the Role of Project Web Access
Putting the Project Server Components Together
Understanding the EPM Workflow
Collaborating as a Project Team
Standardizing Enterprise Projects
Managing Enterprise Resources
Analyzing Project Portfolios
21. Administering Your Enterprise Project Management Solution
Logging On and Off
Managing Users and Permissions
Understanding Groups, Categories, and Permissions
Creating a New User Account
Removing a User from Your Project Server
Viewing or Changing Permissions for User Groups
Creating a New Security Template
Creating a New Group
Customizing Categories
Sending Automated Alerts and Reminders to Users
Administering the Enterprise Resource Pool
Creating the Enterprise Resource Pool
Adding Multiple Enterprise Resources
Adding Resources by Synchronizing with Active Directory
Adding an Individual Enterprise Resource
Adding a Team Resource
Importing Existing Local Resources to the Project Server
Updating Resource Information
Finding and Selecting Resources
Modifying Enterprise Resource Information
Removing a Resource from the Enterprise Resource Pool
Establishing the Enterprise Portfolio
Standardizing Enterprise Project Elements
Working with the Enterprise Global Template
Changing the Enterprise Global
Copying a Custom Element from a Project to the Enterprise Global
Customizing Enterprise Project Fields
Establishing Custom Fields
Associating Resource Codes with Resources
Creating Calendars to Reflect Nonworking Times
Setting Up Team Member Work Pages
What’s the Difference Between My Tasks and My Timesheets?
Understanding the My Tasks Page
Understanding the My Timesheets Page
Working with Task Progress and Timesheets
Defining the Task Progress Page
Setting the Update Method and Restrictions
Closing Tasks Against Further Reporting
Setting the Fields
Defining the My Timesheets Page
Identifying the Reporting Periods
Setting Timesheet Defaults and Update Restrictions
Setting Categories for Administrative Time
Setting the Billing Categories
Managing Pages, Views, and Reports
Creating and Managing Pages with Web Parts
Modifying a Built-In Page
Creating a New Page
Deleting a Custom Project Web Access Page
Integrating Project Information with Business Processes
Creating and Managing Views
Modifying a Built-In View
Creating a New View from a Copied View
Creating a New View from Scratch
Deleting a View
Customizing the Quick Launch Task Bar
Setting Up Project Report Cubes for Data Analysis
Managing and Maintaining the Server
22. Managing Enterprise Projects and Resources
Connecting to Your Project Server
Setting Up Project Professional for Your Server
Logging On via Project Professional
Logging On via Project Web Access
Finding Your Way Around
Using the Quick Launch Task Bar
Working with Pages and Controls
Working with Tables
Working with Enterprise Projects
Creating a New Enterprise Project
Saving a New Enterprise Project to the Server
Importing a Local Project to the Server
Managing Your Project Files on the Server
Checking Out an Enterprise Project
Saving Changes in Your Enterprise Project File
Publishing Project Information to the Project Server
Checking In Your Enterprise Project File
Working Offline with Enterprise Projects
Refining Your Enterprise Projects
Reviewing the Enterprise Global Template
Working with Custom Enterprise Fields
Setting Up a Program of Projects
Depending on Deliverables in Other Projects
Setting Up a Dependency on a Deliverable
Checking the Status of a Deliverable
Creating a Deliverable
Building Your Enterprise Project Team
Finding Resources to Meet Your Needs
Adding Enterprise Resources by Name
Identifying Resource Attributes Using Custom Enterprise Fields
Using Generic Resources as Placeholders
Adding a Team Assignment Pool to Your Project Resource List
Finding Enterprise Resources That Meet Specific Criteria
Replacing an Existing Project Resource with an Enterprise Resource
Matching an Existing Project Resource
Matching and Replacing Generic Resources
Proposing Tentative Resources
Assigning Tasks to Enterprise Resources
Identifying Assignment Owners
Assigning Status Managers
Collaborating with Your Project Team
Configuring Task Update Options
Changing the Method of Progress Reporting
Setting Up E-Mail Notifications and Reminders
Setting Rules for Accepting Updates
Publishing Project Information for Resources
Exchanging Task Progress Requests and Updates
Requesting Progress Updates
Reviewing Task Updates from Resources
Incorporating Task Updates into the Project
Requesting and Receiving Status Reports
Setting Up and Requesting Status Reports
Reviewing Text-Based Status Reports
Tracking Billable and Nonbillable Time by Using Timesheets
Reviewing and Approving Timesheets
Reviewing and Approving Administrative Time
Managing Documents, Risks, and Issues
Controlling Project Documents
Mitigating Project Risks
Monitoring Project Issues
Creating Proposals and Activity Plans
Working with Proposals
Creating a Proposal
Viewing and Changing Proposal Information
Adding Resources to a Proposal
Converting a Proposal to a Project
Creating an Activity Plan
Creating a Resource Plan for a Proposal or Activity Plan
23. Participating on a Team Using Project Web Access
Getting Started with Project Web Access
Logging On and Off
Finding Your Way Around
Using the Quick Launch Task Bar
Working with Pages and Controls
Working with Tables
Working on Your Assignments and Updates
Reviewing New and Changed Assignments
Reviewing New Assignments
Rejecting an Assignment
Reviewing Changed Assignments
Reassigning a Task to Another Resource
Assigning Yourself to New Tasks
Assigning Yourself to an Existing Task
Assigning Yourself to a Team Task
Proposing a New Project Task
Creating a To-Do List or Mini-Project Using an Activity Plan
Working with Your Assignment Information
Viewing or Updating Assignment Fields
Arranging Information in the Table
Viewing Your Tasks in a Gantt View
Rearranging Your Assignments
Glimpsing the Big Project Picture
Tracking Assignments and Submitting Progress Updates
Tracking Progress Information
Working with Progress Update Requests
Submitting Progress Information
Submitting Text-Based Status Reports
Logging Time Using Timesheets
Working with Your Timesheets
Copying Items Between My Tasks and My Timesheets
Requesting Nonproject or Nonworking Time
Setting Up E-Mail, Reminders, and Calendars
Setting Your E-Mail Alerts and Home Page Reminders
Working with Project Tasks in Outlook
Setting Up Project Web Access and Outlook Integration
Importing Project Assignments into Outlook
Updating Assignments in Outlook
Managing Resources in Project Web Access
24. Making Executive Decisions Using Project Web Access
Getting Started with Project Web Access
Logging On and Off
Finding Your Way Around
Viewing Project Portfolio Information
Working with Pages and Controls
Working with Tables
Understanding Fields
Rearranging View Information
Sorting Information
Grouping Information
Filtering Information
Working with the Project Portfolio
Viewing the Portfolio of Projects
Opening a Project in Project Professional
Reviewing Program Information
Project Workspaces and Documents, Issues, and Risks
Creating a New Project
Creating Proposals and Activity Plans
Creating a Proposal or Activity Plan
Viewing or Changing a Proposal or Activity Plan
Adding Resources to a Proposal or Activity Plan
Converting a Proposal or Activity Plan to a Project
Working with Resource Information
Viewing the Enterprise Resource Pool
Viewing Resources for Specific Projects
Reviewing Resource Assignments
Reviewing Resource Availability
Reviewing Resource Plans
Requesting and Responding to Status Reports
Requesting a Status Report
Reviewing the Compiled Status Report
Responding to a Status Report Request
Analyzing and Reporting on Project Information
Setting Your Alerts and Reminders
VIII. Customizing and Managing Project Files
25. Customizing Your View of Project Information
Customizing Views
Changing the Content of a View
Creating a New View
Changing the Font for a View
Formatting a Gantt Chart View
Formatting the Appearance of Gantt Bars
Creating a Gantt Bar
Formatting the Appearance of Gantt Bar Text
Formatting the Layout of Gantt Bars
Formatting the Appearance of Gridlines
Modifying a Network Diagram
Formatting the Content and Appearance of Boxes
Changing the Layout of Boxes
Modifying the Resource Graph
Modifying the Appearance of Resource Graph Bars
Changing the Fields That Appear in the Resource Graph
Modifying the Calendar View
Modifying a Sheet View
Modifying a Usage View
Modifying the Timescale
Customizing Tables
Modifying the Columns in a Table
Modifying Other Table Options
Creating a New Table
Customizing Fields
Customizing a Field
Specifying Lookup Values for a Custom Field
Creating a Calculated Field
Calculating Group and Summary Values
Calculating Values for Assignment Rows
Working with Graphical Indicators
Working with Outline Codes
Setting Up Outline Codes
Selecting the Outline Code
Defining a Code Mask
Controlling Outline Code Values
Defining a Lookup Table
Assigning Outline Codes
Reviewing Your Tasks or Resources by Outline Code
Customizing Groups
Modifying a Group
Creating a New Group
Customizing Filters
Modifying a Filter
Creating Filters
Creating Comparison Filters
Creating Filters with Multiple Tests
Creating Interactive Filters
Customizing AutoFilter Criteria
Sharing Customized Elements Among Projects
Working with the Organizer
Copying Customized Elements
Removing Customized Elements
Renaming Customized Elements
Restoring Customized Elements to their Default State
26. Customizing the Microsoft Project Interface
Creating and Customizing Toolbars
Customizing Toolbars
Adding and Removing Buttons on a Toolbar
Changing the Properties of a Toolbar
Creating Toolbars
Deleting Toolbars
Modifying Button Images
Creating and Customizing Menus
Creating and Customizing Forms
Creating Forms
Adding Fields
Adding Text
Adding Buttons
Adding a Group Box
Editing Forms
Renaming Forms
Displaying Custom Forms
27. Automating Your Work with Macros
Understanding Macros
What Is a Macro?
Why Use Macros?
Creating Macros
Understanding the Record Macro Dialog Box
Knowing When to Say "When"
Recording a Macro
Looking at Macro Code
Running Macros
Creating Keyboard Shortcuts
Creating Toolbar Buttons
28. Standardizing Projects Using Templates
Understanding the Template Types
Working with the Project Global Template
Working with Project Templates
Starting a New Project Using a Template
Creating a New Project with a Template
Saving Your New Project
Adapting the Template to Your Project
Downloading a Project Template from the Web
Creating Your Own Project Template
Updating an Existing Template
Closing a Project
Analyzing Project Performance
Recording Lessons Learned
Saving Acquired Project Knowledge
29. Managing Project Files
Opening Project Files
Opening a Saved Project
Opening a Project from Your Local Computer or a Network Drive
Opening an Enterprise Project File
Opening Projects Created in Previous Versions of Microsoft Project
Searching for Files
Adding and Removing Project Summary Information
Saving Files
Saving a New Project to Your Local Computer or Network Drive
Saving an Enterprise Project File
Specifying the Default Save Location
Saving and Opening with Different File Formats
Safeguarding Your Project Files
Saving Project Files Automatically
Backing Up Your Project Files
Protecting Your Project Files with a Password
Responding to a Microsoft Project Problem
Opening Files Safely
A. Installing Microsoft Office Project 2007
Setting Up Project Standard or Project Professional 2007
Understanding System Requirements
Setting Up Project 2007
Activating Project 2007
Changing Your Project 2007 Setup
Adding or Removing Features
Repairing Microsoft Project
Removing Microsoft Project from Your Computer
Understanding Issues for Project Server 2007 Setup
Understanding the Components of Microsoft Enterprise Project Management
Analyzing Your Project Server Requirements
Understanding System Requirements for Enterprise Project Management
Finding Resources for Enterprise Project Management Setup
B. Online Resources for Microsoft Project
Microsoft-Sponsored Resources
Independent Resources
C. Keyboard Shortcuts
D. Index to Troubleshooting Topics
E. About the Authors
Index
About the Author
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Index
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Index
V
Variable material consumption,
Assigning Material Resources to Tasks
Variable work resource costs,
Planning Resource Costs
Variance at Completion (VAC),
Using the Overbudget Resources Report
,
Understanding the Earned Value Fields
Variances,
Executing and Controlling Your Project in Microsoft Project
,
Working with Your Team Through Microsoft Project
,
Responding to Changes in Your Project
,
Monitoring Schedule Progress
,
Reviewing Overall Schedule Progress
,
Reviewing Overall Cost Totals
,
Monitoring Resource Workload
in cost,
Reviewing Overall Cost Totals
definition of,
Responding to Changes in Your Project
in project management,
Executing and Controlling Your Project in Microsoft Project
,
Working with Your Team Through Microsoft Project
in schedule,
Reviewing Overall Schedule Progress
Schedule Variance (SV) earned value field for,
Monitoring Schedule Progress
in work,
Monitoring Resource Workload
View Definition dialog box,
Changing the Content of a View
Views,
Tracking Resource Work and Costs
,
Planning and Scheduling
,
Tracking Resource Work and Time
,
Creating a Project File
,
Viewing Project Information
,
Viewing Project Information
,
Understanding Project Information Categories
,
Using Views
,
Working with Gantt Charts
,
Working with Network Diagrams
,
Working with Network Diagrams
,
Working with Graph Views
,
Working with Sheet Views
,
Working with Usage Views
,
Working with Forms
,
Working with Combination Views
,
Working with Combination Views
,
Working with Timescales
,
Changing the Table in a View
,
Modifying a Table
,
Rearranging Your Project Information
,
Sorting Project Information
,
Grouping Project Information
,
Filtering Project Information
,
Arranging Your Microsoft Project Window
,
Switching Among Open Projects
,
Comparing Resource Costs with Budget Resource Values
,
Reducing Project Costs
,
Viewing Resource Workloads
,
Viewing Resource Workloads
,
Entering Actual Start and Actual Finish
,
Using Views to Report Project Information
,
Viewing Links
,
Integrating Project Information with Business Processes
,
Working on Your Assignments and Updates
,
Creating a To-Do List or Mini-Project Using an Activity Plan
of assignments on Project Web Access,
Working on Your Assignments and Updates
,
Creating a To-Do List or Mini-Project Using an Activity Plan
budget resource,
Comparing Resource Costs with Budget Resource Values
of categories of project information,
Viewing Project Information
changing,
Understanding Project Information Categories
combination,
Working with Forms
custom tracking,
Entering Actual Start and Actual Finish
default,
Creating a Project File
,
Arranging Your Microsoft Project Window
in enterprise project management,
Integrating Project Information with Business Processes
of fields,
Modifying a Table
filtering information for,
Grouping Project Information
of forms,
Working with Usage Views
Gantt Chart,
Using Views
graph,
Working with Network Diagrams
grouping information for,
Sorting Project Information
of links,
Viewing Links
navigation for,
Switching Among Open Projects
network diagram,
Working with Network Diagrams
PERT analysis,
Working with Gantt Charts
printing,
Using Views to Report Project Information
in Professional edition,
Planning and Scheduling
of project costs,
Reducing Project Costs
in Project Server and Project Web Access,
Tracking Resource Work and Time
of resource workloads,
Viewing Resource Workloads
sheet,
Working with Graph Views
sorting information for,
Rearranging Your Project Information
in Standard edition,
Tracking Resource Work and Costs
of tables,
Working with Timescales
,
Changing the Table in a View
description of,
Working with Timescales
modifying,
Changing the Table in a View
task,
Viewing Resource Workloads
of timescales,
Working with Combination Views
troubleshooting,
Working with Combination Views
usage,
Working with Sheet Views
Window preferences for,
Filtering Project Information
Views, customizing,
Customizing Your View of Project Information
,
Customizing Views
,
Creating a New View
,
Formatting a Gantt Chart View
,
Modifying a Network Diagram
,
Changing the Layout of Boxes
,
Changing the Fields That Appear in the Resource Graph
,
Modifying the Calendar View
,
Modifying a Usage View
,
Modifying the Timescale
,
Modifying the Timescale
,
Modifying Other Table Options
,
Customizing Fields
,
Customizing a Field
,
Customizing a Field
,
Specifying Lookup Values for a Custom Field
,
Calculating Group and Summary Values
,
Working with Outline Codes
,
Customizing Groups
,
Creating a New Group
,
Creating a New Group
,
Modifying a Filter
,
Creating Interactive Filters
,
Sharing Customized Elements Among Projects
,
Restoring Customized Elements to their Default State
calendar,
Changing the Fields That Appear in the Resource Graph
content changes as,
Customizing Views
of fields,
Modifying Other Table Options
,
Customizing Fields
,
Customizing a Field
,
Customizing a Field
,
Specifying Lookup Values for a Custom Field
,
Calculating Group and Summary Values
calculated,
Specifying Lookup Values for a Custom Field
graphical indicators in,
Calculating Group and Summary Values
lookup values for,
Customizing a Field
process of,
Customizing a Field
types of,
Customizing Fields
of filters,
Creating a New Group
,
Creating a New Group
,
Modifying a Filter
,
Creating Interactive Filters
autofilter criteria for,
Creating Interactive Filters
creating,
Modifying a Filter
modifying,
Creating a New Group
font changes as,
Creating a New View
Gantt Chart,
Formatting a Gantt Chart View
of groups,
Customizing Groups
network diagram,
Modifying a Network Diagram
of outline codes,
Working with Outline Codes
resource graph,
Changing the Layout of Boxes
restoring defaults to,
Restoring Customized Elements to their Default State
sharing among projects,
Sharing Customized Elements Among Projects
sheet,
Modifying the Calendar View
of tables,
Modifying the Timescale
timescale,
Modifying the Timescale
usage,
Modifying a Usage View
Visio 2007,
Viewing and Reporting on Project Information
,
Setting Up Work Breakdown Structure Codes
,
Generating Cost Reports
,
Getting Assistance from the Report Project Guide
,
Working with Text-Based Reports
,
Using the Critical Tasks Report
,
Using the Slipping Tasks Report
,
Using the Cash Flow Report
,
Using the Resource Availability Report in Visio
,
Using the Resource Status Report in Visio
,
Modifying a Visual Report
,
Exchanging Information with Other Applications
,
Copying from Another Application to Microsoft Project
,
Integrating Microsoft Project with Microsoft Visio
,
Integrating Microsoft Project with Microsoft Visio
,
Creating and Editing Visual Report Templates in Visio
,
Presenting Microsoft Project Data with Visio
,
Displaying Project Information in a Visio Gantt Chart
,
Representing Project Data in a Visio Diagram
capturing views for,
Copying from Another Application to Microsoft Project
cash flow report in,
Generating Cost Reports
copying pictures to,
Getting Assistance from the Report Project Guide
diagrams of,
Representing Project Data in a Visio Diagram
exporting data from,
Displaying Project Information in a Visio Gantt Chart
presenting data in,
Creating and Editing Visual Report Templates in Visio
Project 2007 information exchange with,
Exchanging Information with Other Applications
Project 2007 reports exported to,
Viewing and Reporting on Project Information
reporting in,
Integrating Microsoft Project with Microsoft Visio
visual reports in,
Working with Text-Based Reports
,
Using the Critical Tasks Report
,
Using the Slipping Tasks Report
,
Using the Cash Flow Report
,
Using the Resource Availability Report in Visio
,
Using the Resource Status Report in Visio
,
Modifying a Visual Report
WBS Chart Wizard in,
Setting Up Work Breakdown Structure Codes
,
Presenting Microsoft Project Data with Visio
Visual Basic for Applications (VBA),
Understanding the EPM Workflow
,
Automating Your Work with Macros
,
Knowing When to Say "When"
,
Looking at Macro Code
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