Contents Finding Your Best Starting Point ix Finding Your Best Starting Point in This Book ix * New Features in Microsoft Project 2000 xi * Corrections, Comments, and Help xii * Visit our World Wide Web Site xii Using the Microsoft Project 2000 Step by Step CD-ROM xiii Installing the Practice Files xiv * Using the Practice Files xiv * Using the Multimedia Files xvii * Uninstalling the Practice Files xvii * Need Help with the Practice Files? xviii * Installing the Evaluation Software xviii Part 1 Creating a Project Plan Lesson 1 Introducing Project Management 1 Understanding What Defines a Project 1 * The Project Triangle: Seeing Projects in Terms of Time, Cost, and Scope 3 * Managing Your Projects with Microsoft Project 8 * Glossary 9 Lesson 2 Finding Your Way Around in Microsoft Project 11 Getting Started with Microsoft Project 12 * Working with Menus and Toolbars 16 * Switching Between Views and Tables 19 * Creating a Project File 24 * Entering Project Properties 25 * Saving a Microsoft Project File 26 * Lesson Wrap-Up 28 * Glossary 28 * Quick Reference 29 Lesson 3 Entering and Organizing Tasks 31 Entering Tasks 32 * Estimating Durations 34 * Breaking a Long Task into Shorter Tasks 38 * Linking Tasks 39 * Checking Project Duration 43 * Inserting New Tasks 44 * Deleting Tasks 45 * Organizing Tasks into Phases 46 * Entering a Milestone 48 * Lesson Wrap-Up 49 * Glossary 49 * Quick Reference 51 Lesson 4 Setting Up Resources 53 Setting Up People Resources 54 * Setting Up Equipment Resources 58 * Setting Up Material Resources 60 * Entering Resource Pay Rates 61 * Organizing Resources into Groups 64 * Entering Additional Resource Information in a Text Field 66 * Lesson Wrap-Up 67 * Glossary 68 * Quick Reference 69 Lesson 5 Assigning Resources to Tasks 71 Assigning a Single Resource to a Task 72 * The Scheduling Formula: Viewing Duration, Units, and Work 74 * Assigning Multiple Resources to a Task 76 * Assigning Resources with Effort-Driven Scheduling Off 83 * Removing a Resource Assignment 86 * Assigning Material Resources to Tasks 87 * Creating a New Resource and Assigning It to a Task 89 * Lesson Wrap-Up 90 * Glossary 91 * Quick Reference 91 Part 1 Review & Practice 95 Part 2 Fine-Tuning Your Plan Lesson 6 Fine-Tuning Task Details 101 Adjusting Working Time for the Project 102 * Adjusting Working Time for Individual Tasks 105 * Adjusting Task Relationships 108 * Changing Task Types 113 * Interrupting Work on a Task 117 * Entering Fixed Costs 120 * Setting up a Recurring Task 122 * Setting Task Constraints 125 * Reorganizing Phases and Tasks 130 * Entering Deadline Dates 132 * Viewing the Project s Critical Path 134 * Documenting Task Details with Notes and Hyperlinks 138 * Lesson Wrap-Up 139 * Glossary 140 * Quick Reference 142 Lesson 7 Fine-Tuning Resource Details 147 Adjusting Working Time for Individual Resources 148 * Setting Up Resource Availability to Apply at Different Times 151 * Entering Multiple Pay Rates for a Single Resource 154 * Setting Up Pay Rates to Apply at Different Times 155 * Examining Resource Costs 156 * Examining Resource Allocations over Time 159 * Leveling Overallocated Resources 165 * Documenting Resource Details in Resource Notes 171 * Lesson Wrap-Up 171 * Glossary 172 * Quick Reference 173 Lesson 8 Fine-Tuning Assignment Details 177 Replacing a Resource Assignment 177 * Applying Different Cost Rates to Assignments 179 * Delaying the Start of Assignments 182 * Applying Contours to Assignments 183 * Entering Material Resource Consumption Rates 187 * Documenting Assignment Details in Assignment Notes 190 * Lesson Wrap-Up 191 * Glossary 192 * Quick Reference 192 Part 2 Review & Practice 195 Part 3 Viewing and Sharing Project Information Lesson 9 Getting Project Information to Look the Way You Want 199 Sorting Data in a View 200 * Grouping Data in a View 204 * Filtering Data in a View 208 * Editing and Creating Tables 213 * Defining Custom Views 217 * Formatting the Gantt Chart 220 * Formatting the Network Diagram 224 * Formatting the Calendar View 226 * Lesson Wrap-Up 228 * Glossary 228 * Quick Reference 229 Lesson 10 Printing Project Information 231 Drawing on a Gantt Chart 231 * Customizing and Printing Views 234 * Customizing and Printing Reports 239 * Lesson Wrap-Up 242 * Glossary 243 * Quick Reference 243 Lesson 11 Publishing Project Information Online 245 Copying Project Information as a GIF Image 245 * Saving Project Information as a Web Page 248 * Changing the Look of a Project Web Page 251 * Lesson Wrap-Up 253 * Glossary 254 * Quick Reference 254 Lesson 12 Sharing Project Information with Other Programs 257 Copying and Pasting with Microsoft Project 258 * Opening Other File Formats in Microsoft Project 261 * Saving to Other File Formats From Microsoft Project 265 * Lesson Wrap-Up 268 * Glossary 268 * Quick Reference 268 Lesson 13 Sharing Information Between Multiple Sources 271 Creating a Resource Pool 272 * Viewing Assignment Details in a Resource Pool 278 * Updating Assignments in a Sharer File 279 * Updating a Resource s Working Time in a Resource Pool 280 * Updating All Projects Working Times in a Resource Pool 282 * Linking New Project Files to a Resource Pool 285 * Opening a Sharer File and Updating a Resource Pool 286 * Working with Consolidated Projects 289 * Creating Dependencies Between Projects 293 * Lesson Wrap-Up 297 * Glossary 297 * Quick Reference 299 Part 3 Review & Practice 303 Part 4 Tracking and Reviewing Progress Lesson 14 Tracking Progress Against the Project Plan 307 Saving a Project Baseline 308 * Tracking a Project as Scheduled 313 * Entering Percent Complete of Tasks 315 * Entering Actual Start, Finish, and Duration Values of Tasks 316 * Tracking Work by Time Period 320 * Changing Remaining Work or Duration of Tasks 325 * Saving an Interim Plan 329 * Lesson Wrap-Up 330 * Glossary 330 * Quick Reference 331 Lesson 15 Viewing and Reporting Project Status 333 Identifying Tasks that Have Slipped 334 * Comparing Baseline, Interim,and Current Plans 337 * Identifying Tasks and Resources That Are Over Budget 341 * Reporting Project Status 345 * Measuring Performance with Earned Value Analysis 350 * Lesson Wrap-Up 355 * Glossary 356 * Quick Reference 357 Lesson 16 Identifying and Fixing Problems in Your Project 359 Troubleshooting Time and Schedule Problems 360 * Troubleshooting Cost and Resource Problems 363 * Troubleshooting Scope of Work Problems 365 * Lesson Wrap-Up 370 * Glossary 370 * Quick Reference 371 Part 4 Review & Practice 373 Appendix A If You re New to Windows or to Microsoft Project 2000 377 Appendix B Matching the Exercises 381 Appendix C Customizing Microsoft Project 385 Appendix D Introducing the Workgroup Features of Microsoft Project 393 Appendix E What s Next? 416 Index 417
