- Microsoft® Office Project 2007 Inside Out
- SPECIAL OFFER: Upgrade this ebook with O’Reilly
- A Note Regarding Supplemental Files
- Your All-in-One Resource
- Acknowledgments
- About the CD
- Conventions and Features Used in This Book
- I. Project Fundamentals
- 1. Introducing Microsoft Office Project 2007
- 2. Understanding Projects and Project Management
- II. Developing the Project Plan
- 3. Starting a New Project
- Focusing the Project Vision
- Creating a New Project Plan
- Entering Tasks
- Sequencing and Organizing Tasks
- Organizing Tasks into an Outline
- Setting Up Your Work Breakdown Structure
- Adding Supplementary Information to Tasks
- 4. Viewing Project Information
- 5. Scheduling Tasks
- 6. Setting Up Resources in the Project
- Understanding the Impact of Resources in the Project Plan
- Adding Resources to the Project
- Removing a Resource from the Project
- Identifying Tentative, Generic, or Budget Resources
- Setting When Resources Are Available for Work
- Adding Detailed Resource Information
- 7. Assigning Resources to Tasks
- 8. Planning Resource and Task Costs
- 9. Checking and Adjusting the Project Plan
- Working with the Critical Path and Critical Tasks
- Bringing in the Project Finish Date
- Reducing Project Costs
- Balancing Resource Workloads
- Changing Project Scope
- Reviewing the Impact of Changes
- Obtaining Buyoff on the Project Plan
- 3. Starting a New Project
- III. Tracking Progress
- 10. Setting a Baseline and Updating Progress
- 11. Responding to Changes in Your Project
- IV. Reporting and Analyzing Project Information
- 12. Reporting Project Information
- Establishing Your Communications Plan
- Using Views to Report Project Information
- Generating Text and Visual Reports
- Running Reports for Your Requirements
- Summarizing with Overview Reports
- 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
- Building a Custom Report
- Saving Project Data Fields
- 13. Analyzing Progress Using Earned Value
- 12. Reporting Project Information
- V. Managing Multiple Projects
- 14. Managing Master Projects and Resource Pools
- 15. Exchanging Information Between Project Plans
- VI. Integrating Microsoft Project with Other Programs
- 16. Exchanging Information with Other Applications
- 17. Integrating Microsoft Project with Microsoft Excel
- Copying Between Microsoft Project and Excel
- Embedding Between Microsoft Project and Excel
- Linking Between Microsoft Project and Excel
- Importing and Exporting with Excel
- Producing a Visual Report of Project Data in Excel
- 18. Integrating Microsoft Project with Microsoft Outlook
- 19. Integrating Microsoft Project with Microsoft Visio
- VII. Managing Projects Across Your Enterprise
- 20. Understanding Enterprise Project Management
- 21. Administering Your Enterprise Project Management Solution
- Logging On and Off
- Managing Users and Permissions
- Administering the Enterprise Resource Pool
- Establishing the Enterprise Portfolio
- Standardizing Enterprise Project Elements
- Setting Up Team Member Work Pages
- Managing Pages, Views, and Reports
- Managing and Maintaining the Server
- 22. Managing Enterprise Projects and Resources
- Connecting to Your Project Server
- Working with Enterprise Projects
- 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
- Finding Resources to Meet Your Needs
- Collaborating with Your Project Team
- Creating Proposals and Activity Plans
- 23. Participating on a Team Using Project Web Access
- Getting Started with Project Web Access
- Working on Your Assignments and Updates
- Submitting Text-Based Status Reports
- Logging Time Using Timesheets
- Setting Up E-Mail, Reminders, and Calendars
- Managing Resources in Project Web Access
- 24. Making Executive Decisions Using Project Web Access
- Getting Started with Project Web Access
- Viewing Project Portfolio Information
- Working with the Project Portfolio
- Working with Resource Information
- 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
- Customizing Tables
- Customizing Fields
- Working with Outline Codes
- Customizing Groups
- Customizing Filters
- Sharing Customized Elements Among Projects
- 26. Customizing the Microsoft Project Interface
- 27. Automating Your Work with Macros
- 28. Standardizing Projects Using Templates
- 29. Managing Project Files
- 25. Customizing Your View of Project Information
- A. Installing Microsoft Office Project 2007
- B. Online Resources for Microsoft Project
- C. Keyboard Shortcuts
- D. Index to Troubleshooting Topics
- E. About the Authors
- Index
- About the Author
- SPECIAL OFFER: Upgrade this ebook with O’Reilly
Sheet views—such as the Task Sheet, Resource Sheet, and Gantt Chart—display a table of data. If the information you want doesn’t appear in the current table, you can switch tables or modify the table contents. You can customize the contents of a table directly in the view or through the Table Definition dialog box.
Note
For information on switching the table applied to a sheet view, as well as working with tables in general, see the section titled Using Tables in Chapter 4.
Inside Out: Permanent changes to table definition
Table changes you make in the view change the table definition. If you insert or remove columns, modify the column attributes in the Column Definition dialog box, or use the mouse to adjust the column width, the table definition changes to reflect those modifications.
Because it is so easy to make changes to a table in a view, it’s important to remember that those changes become a permanent part of that table’s definition. If you want to keep the current table the way it is, make a copy of it and then make your modifications to the copy.
You can add, move, remove, or modify columns in any table. To modify the definition of an existing table, follow these steps:
Right-click the Select All cell in the upper-left corner of the sheet above row and then click More Tables on the shortcut menu.
The More Tables dialog box appears with the current table selected.
Click the Edit button.
The Table Definition dialog box, shown in Figure 25-13, appears. If necessary, type a descriptive name in the Name box.
If you want this table to appear on the Table menu, select the Show In Menu check box.
To move a column in the table, move fields in the rows in the Table Definition grid by doing the following:
Click the field name you want to move and then click Cut Row.
Click the row above where you want to insert the field.
Click Paste Row to insert the field at the new location.
You can add columns to the end of the table definition grid or insert them where you want. To insert a column into the table, follow these steps:
In the Table Definition dialog box, click the row in the grid above where you want to insert the field.
Click Insert Row to insert a blank row in the list.
Click the Field Name cell and then click the field name you want in the list.
Specify the alignment of the data and the column heading as well as the width of the column.
If you want the column heading text to wrap, click Yes in the Header Wrapping cell.
To display text in the column header—other than the field name—in the Title cell, type the text you want to appear.
Troubleshooting
The Field Name list doesn’t show the field you want to add
When you’re editing a task table, only task fields appear in the Field Name list. Likewise, when you edit a resource table, you can add only resource fields. Assignment fields appear only when you edit Usage views.
Similarly, if you can’t find the table you want to modify, you might have the wrong type of view displayed. In the More Tables dialog box, select the Task or Resource option to display the list of task or resource tables.
To remove a column from a table, follow these steps:
You can customize other properties of a table by using the Table Definition dialog box. For example, you can specify the format of dates or set a row height for all rows.
To set other table options, do the following:
In the Table Definition dialog box, in the Date Format box, click the format you want for any date fields.
If you don’t specify a format, the table uses the default date format for the entire project.
To change the height of the rows in the table, click a number in the Row Height box.
This number represents a multiple of the standard row height.
To adjust the height of the header row to make room for the full column title, select the Auto-Adjust Header Row Heights check box.
Inside Out: Lock the first column for scrolling
If a table includes numerous columns, you might have to scroll in the sheet portion of the view to see them all. But it’s difficult to enter data in the correct cells when you can’t see the task name column. You can keep a column in view by moving it to the first column and then selecting the Lock First Column option in the Table Definition dialog box.
To lock the Task Name column, in the Table Definition dialog box, click Name in the Field Name column and then click Cut Row. Click the first row in the Field Name list and then click Paste Row to insert the Name field in the first row in the list. Select the Lock First Column check box and click OK. Task Name is the first column, shaded to indicate that it’s locked in place. It does not disappear as you scroll.
If none of the existing tables even come close to meeting your needs, you can create a completely new table. To do this, follow these steps:
Click View, Table and then click More Tables.
In the More Tables dialog box, select the Task or Resource option to create a task or resource table, respectively.
Click New.
The Table Definition dialog box appears with a default name in the Name box.
Enter a new descriptive name in the Name box.
If you want this table to appear in the View menu and View bar, select the Show In Menu check box.
Continue by adding the fields you want to appear in the table.
Note
For information about how to add fields to a table, see the section titled Modifying the Columns in a Table earlier in this chapter.
-
No Comment