Table of Contents

Introduction

How This Book Is Organized

Using This Book

Special Features

About the Using Web Edition

1. Introduction to Managing Projects with Microsoft Project 2010

What Microsoft Project 2010 Can Do for You

What Version of Project 2010 Do You Need?

Laying a Foundation

Project

Task

Resource

Assignment

What’s New in Project 2010?

Updated User Interface

Manually Scheduled Tasks

Team Planner View

Timeline

New Table Customization

SharePoint Collaboration

2. Navigating Project 2010

Using the Ribbon

Using the Timeline

Share the Timeline with Others

Understanding Project Views

What Views Are Available in Project 2010?

Working with Project Views

Grouping Data in a View

Sorting Data in a View

Filtering Data in a View

Highlighting Data in a View

Displaying Two Views at Once

3. Starting a Project

Setting Up a Project

Creating a New Project

Saving a Project

Setting Project Properties and Options

Setting Project Properties

Setting Project Options

Choosing a Project Start or Finish Date

Setting Up Your Project’s Calendars

Modifying an Existing Base Calendar

Changing a Working Day to a Nonworking Day

Changing a Nonworking Day to a Working Day

Changing Default Working Times

Changing Working Times for a Specific Time Period

Creating a New Base Calendar

Setting Up Your Project’s Calendar

How Does Project 2010 Schedule Tasks?

Scheduling Methods in Project 2010

What Factors Does the Project Scheduling Engine Consider?

Which Scheduling Method Should I Use?

4. Working with Tasks

Understanding Task Types

Fixed Units

Fixed Work

Fixed Duration

Adding Tasks to Your Project

Adding a New Task

Setting a Task Calendar

Indenting and Outdenting Tasks

Setting Up Task Dependencies

Adding Dependencies Between Tasks

Creating a Work Breakdown Structure (WBS)

Setting Your Project’s WBS Code Structure

5. Working with Resources

Understanding Resource Types and Other Factors

Adding Resources to Your Project

Adjusting Resource Calendars

Assigning Resources to Tasks

Assigning a Resource Using the Task Information Dialog Box

Assigning a Work Resource Using the Team Planner View

Editing an Existing Resource Assignment

Splitting a Task to Create a Gap in Work

Fine-Tuning a Resource’s Work Schedule for a Task

Assigning Remaining Work on a Task to Another Resource

6. Accounting for Project Costs

Understanding Types of Costs

Creating a Budget for Your Project

Creating and Assigning Budget Resources

Adding Values to Budget Resources

Pairing Resources with Budgets

Comparing Actual Cost and Work Values with the Project Budget

Accounting for Overtime Spent on Project Tasks

Planning for Overtime Work and Costs

Recording Actual Overtime Work and Costs

7. Capturing Project Progress

Baselining Your Project

Gathering Status Updates from Resources

Actual Start, Percent Work Complete, Remaining Work

Actual Work Per Day, Remaining Work, Expected Finish Date

Assessing the Impacts of Updates

8. Sharing Your Project with Others

Reporting on Your Project

Generating and Customizing a Visual Report

Generating and Customizing a Basic Report

Sharing Data with Others

Copying the Timeline

Exporting Data to Excel

Taking a Picture of Your Project Data

Saving the Project As a PDF or XPS File

Collaborating with Others on Your Project

9. Customizing Project 2010

Creating Custom Fields

Adding and Removing Columns in a View

Adding a Column to a View

Hiding a Column in a View

Saving a Set of Columns as a Table

Creating and Editing Views

10. Understanding Project Options

General Project Options

User Interface Options

Project View

Personalize Your Copy of Microsoft Office

Display Options

Calendar

Currency Options for This Project

Show Indicators and Options Buttons For

Show These Elements

Schedule Options

Calendar Options for This Project

Schedule

Scheduling Options for This Project

Schedule Alerts Options

Calculation

Calculation Options for This Project

Proofing Options

AutoCorrect Options

When Correcting Spelling in Microsoft Office Programs

When Correcting Spelling in Project

Save Options

Save Projects

Save Templates

Cache

Language Options

Advanced Options

General

Project Web App

Planning Wizard

General Options for This Project

Edit

Display

Display Options for This Project

Cross Project Linking Options for This Project

Earned Value Options for This Project

Calculation Options for This Project

Customize Ribbon Options

Customize the Ribbon

Quick Access Toolbar Options

Customize the Quick Access Toolbar

Add-Ins Options

Trust Center Options

11. Dealing with Problems

Problem: One of My Resources Is Overallocated

Problem: My Schedule Goes Longer Than My Deadline

Problem: My Costs Are Exceeding My Budget

Assigning Work to Fewer People

Cutting Back on What Needs to Get Done

Trimming Budget Amounts

Index

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