Index
A
adding 12
dependencies between tasks, 74–76
overtime work to projects, 103–105
resources to projects, 84–86
enterprise resources, 85–86
local resources, 84–85
tasks to projects, 66–70
values to budget resources, 98
Add-Ins options, Project Options dialog box, 186
adjusting resource calendars, 86–87
Advanced options, Project Options dialog box, 169–181
assessing impact of updates, 119–120
assigning 95–98
resources 95–98
to budgets, 95–98
to tasks, 87–89
work to another resource, 92
assignments, 7
automatic scheduling, 61
B
Bar Rollup view, 16–17
base calendar 57–59
creating, 57–59
default working time, changing, 56–57
modifying, 53–54
working day, changing to nonworking day, 54–55
working time, changing for specific time period, 57
baselining 107–108
fields, 107–108
projects, 106–108
basic reports, 121
crosstab reports, generating, 129–131
generating, 126–131
monthly calendar reports, generating, 128–129
templates, 126
budgets, 95
actual costs, comparing with work values, 100–101
creating, 95–100
overages, troubleshooting, 195–197
resources 95–98
assigning, 95–98
values, adding, 98
C
Calendar view, 17–19
calendars 57–59
base calendar 57–59
creating, 57–59
default working time, changing, 56–57
modifying, 53–54
working day, changing to nonworking day, 54–55
resource calendars, adjusting, 86–87
setting for tasks, 70
Change Working Time dialog box, 54
code structure for WBS, setting, 78–81
columns 12
hiding, 142
saving as a table, 143–145
combination views, creating, 147–148
comparing actual budget costs with work values, 100–101
constraints, setting for tasks, 68–69
copying 133–134
picture of project data, 133–134
timeline, 132
cost resources, 83
costs, 94–95
actual budget costs, comparing with work values, 100–101
overages, troubleshooting, 195–197
creating 57–59
base calendar, 57–59
budgets, 95–100
projects, 45–46
tables, 143–145
views, 145–147
visual reports, templates, 125–126
WBS, 76–78
critical path, displaying, 119–120
crosstab reports, generating, 129–131
Customize Ribbon options, Project Options dialog box, 182–184
customizing 126–131
basic reports, 126–131
fields, 137–139
Quick Access Toolbar options, 184–186
tables, 11–12
visual reports, 123–126
D
default working time, changing, 56–57
dependencies, 72–74
adding between tasks, 74–76
Descriptive Network Diagram view, 19–20
Detail Gantt view, 20–21
dialog boxes 54
Change Working Time dialog box, 54
Project Options dialog box 186
Add-Ins options, 186
Advanced options, 169–181
Customize Ribbon options, 182–184
Display options, 153–157
Language options, 169
Project View options, 151–153
Proofing options, 165–166
Quick Access Toolbar options, 184–186
Save options, 167–169
Schedule options, 156–164
Trust Center options, 187
User Interface options, 150–151
Task Information dialog box, assigning resources to tasks, 87–89
Display options, Project Options dialog box, 153–157
displaying 119–120
critical path, 119–120
multiple views, 43–44
resource fields, 114
E
editing 147–148
combination views, 147–148
resource assignments, 89–92
views, 145–147
enterprise resources, adding to projects, 85–86
Excel, exporting project data to, 132–133
exporting project data to Excel, 132–133
F
FF (Finish-to-Finish) dependencies, 72
fields, customizing, 137–139
files, checking into Project Server, 136
filtering data in a view, 40–41
fine-tuning resource work schedule, 91–92
fixed costs, 94
fixed duration tasks, 66
fixed unit tasks, 66
fixed work tasks, 66
Format tab, 14
FS (Finish-to-Start) dependencies, 72
G
Gantt with Timeline view, 20–22
gathering status updates from resources 109–116
actual start, percent work complete and remaining work, 109–116
actual work per day, remaining work, and expected finish date, 116–119
generating 126–131
basic reports, 126–131
visual reports, 123–126
grouping data in a view, 36–38
H-I
highlighting 142
columns in views, 142
data in a view, 41–43
indenting tasks, 71–72
inserting tasks between existing tasks, 66–70
interactive guide, 14
J-K-L
Language options, Project Options dialog box, 169
Leveling Gantt view, 20–22
local resources, adding to projects, 84–85
M
manually scheduled tasks, 9, 60–61
material resources, 82
Milestone Date Rollup view, 23
Milestone Rollup view, 23
minimizing the ribbon, 8
modifying base calendar, 53–54
monthly calendar reports, generating, 128–129
Multiple Baselines Gantt view, 24–25
multiple views, displaying, 43–44
N-O
Network Diagram view, 24–25
new features in Project 2010, 7–13
options for projects, setting, 50
outdenting tasks, 71–72
overallocated resources, troubleshooting, 189–193
overtime work 102–103
planning for, 102–103
recording, 103–105
P
pairing resources with budgets, 98–100
PDF files, saving projects as, 134
per-use costs, 94
planning for overtime work, 102–103
project management triangle, 5
Project Options dialog box 186
Add-Ins options, 186
Advanced options, 169–181
Customize Ribbon options, 182–184
Display options, 153–157
Language options, 169
Project View options, 151–153
Proofing options, 165–166
Quick Access Toolbar options, 184–186
Save options, 167–169
Schedule options, 156–164
Trust Center options, 187
User Interface options, 150–151
Project Professional 2010, 5
Project Server 136
checking files into, 136
saving projects to, 48
Project Standard 2010, 5
Project View options, Project Options dialog box, 151–153
Project Web App, 5
projects, 7
baselining, 106–108
budgets, creating, 95–100
calendars, setting up, 59–60
copying picture of, 133–134
critical path, displaying, 119–120
dependencies, 72–74
exporting data to Excel, 132–133
options, setting, 50
overtime work, adding, 103–105
properties, setting, 49–50
resources 84–86
adding, 84–86
status updates, gathering, 109–116
saving, 47–48
saving as PDF or XPS file, 134
SharePoint collaboration, 12–13
sharing, 131–136
start/finish date, selecting, 51
starting, 45–46
tasks, adding, 66–70
troubleshooting 195–197
costs exceeding budget, 195–197
schedule extending past deadline, 193–195
WBS code structure, setting, 78–81
Proofing options, Project Options dialog box, 165–166
properties of projects, setting, 49–50
Q-R
Quick Access Toolbar options, 184–186
rate-based costs, 94
recording 103–105
overtime work, 103–105
resource status, 113–114
Relationship Diagram view, 26
reports 126–131
basic reports 126–131
generating, 126–131
templates, 126
visual reports 123–126
generating, 123–126
Resource Allocation view, 26–27
Resource Form view, 26
Resource Graph view, 26–28
Resource Name Form view, 28
Resource Sheet view, 29
Resource Usage view, 29–30
adding to projects, 84–86
adding values to, 98
assigning to budgets, 95–98
assigning to tasks, 87–89
assignments, editing, 89–92
calendars, adjusting, 86–87
enterprise resources, adding to projects, 85–86
fields, displaying, 114
local resources, adding to projects, 84–85
overallocation, troubleshooting, 189–193
pairing with budgets, 98–100
status information, recording, 113–114
status updates, gathering 109–116
actual start, percent work complete and remaining work, 109–116
actual work per day, remaining work, and expected finish date, 116–119
work schedule, fine-tuning, 91–92
S
Save options, Project Options dialog box, 167–169
saving 143–145
columns as a table, 143–145
projects, 47–48
as PDF or XPS file, 134
Schedule options, Project Options dialog box, 156–164
scheduling 61
automatic method, 61
manual method, 60–61
method, selecting, 62–64
scheduling engine, 61–62
selecting 51
project start/finish date, 51
scheduling method, 62–64
setting project properties, 49–50
SF (Start-to-Finish) dependencies, 72
SharePoint collaboration, 12–13
sharing 131–134
project information, 131–134
projects, 135–136
timeline, 16
sorting data in a view, 38–40
splitting tasks, 90–91
SS (Start-to-Start) dependencies, 72
start/finish date, selecting for projects, 51
starting projects, 45–46
status updates, gathering from resources 109–116
actual start, percent work complete and remaining work, 109–116
actual work per day, remaining work, and expected finish date, 116–119
T
tables 11–12
customizing, 11–12
saving columns as, 143–145
Task Details Form view, 29
Task Entry view, 29–31
Task Form view, 31–32
Task Information dialog box, assigning resources to tasks, 87–89
Task Name Form view, 31–32
Task Sheet view, 31–33
Task Usage view, 31–33
tasks, 7
adding to projects, 66–70
calendars, setting, 70
constraints, setting, 68–69
dependencies, adding between, 74–76
fixed duration, 66
fixed units, 66
fixed work, 66
indenting/outdenting, 71–72
manually scheduled, 9
resources 87–89
assigning, 87–89
work schedule, fine tuning, 91–92
splitting, 90–91
work resources, assigning, 89
templates 126
for basic reports, 126
for visual reports, 123
copying, 132
Format tab, 15
sharing with others, 16
Timeline view, 34–35
Tracking Gantt view, 34–35
troubleshooting projects 195–197
cost overages, 195–197
overallocated resources, 189–193
schedule extending past deadline, 193–195
Trust Center options, Project Options dialog box, 187
U-V
updates, assessing impact of, 119–120
User Interface options 150–151
Project Options dialog box, 150–151
user interface, ribbon, 14–15
versions of Project 2010, 5
views 16–17
Bar Rollup view, 16–17
Calendar view, 17–19
columns 12
hiding, 142
combination views, creating, 147–148
creating, 145–147
data 40–41
filtering, 40–41
grouping, 36–38
highlighting, 41–43
sorting, 38–40
Descriptive Network Diagram view, 19–20
Detail Gantt view, 20–21
Format tab, 14
Gantt Chart view, 20–21
Gantt with Timeline view, 20–22
Leveling Gantt view, 20–22
Milestone Date Rollup view, 23
Milestone Rollup view, 23
multiple, displaying, 43–44
Multiple Baselines Gantt view, 24–25
Network Diagram view, 24–25
Relationship Diagram view, 26
Resource Allocation view, 26–27
Resource Form view, 26
Resource Graph view, 26–28
Resource Name Form view, 28
Resource Sheet view, 29
Resource Usage view, 29–30
Task Details Form view, 29
Task Entry view, 29–31
Task Form view, 31–32
Task Name Form view, 31–32
Task Sheet view, 31–33
Task Usage view, 31–33
Team Planner view, 9–10
work resources, assigning, 89
timeline, 10–11
Timeline view, 34–35
Tracking Gantt view, 34–35
visual reports, 121
generating, 123–126
templates, 123
W
WBS (work breakdown structure) 78–81
code structure, setting, 78–81
creating, 76–78
work resources, 82
working day, changing to nonworking day, 54–55
working time, changing for specific time period, 57
X-Y-Z
XPS files, saving projects as, 134