Introduction 1
Why We Wrote This Book 1
Why You Should Use Microsoft Project 2
What's New in Microsoft Project 2010 2
How This Book Is Organized 3
Part I: Getting Started with Microsoft Project 2010 3
Part II: Organizing for Success-Project Initiation and Planning 3
Part III: Project Execution Through Completion 4
Part IV: Tailoring Microsoft Office Project 2010 to Your Needs 4
Part V: Microsoft Office Project 2010 Knowledge In Depth 5
Who Should Read This Book 5
Special Features of This Book 5
I Getting Started with Microsoft Project 2010
1 Power of Microsoft Project 2010 7
Projects Are Temporary 8
Project Objectives Are Specific and Measurable 9
Projects Are Constrained by Time, Cost, Scope, and Quality 9
What Microsoft Project 2010 Can Do for You 10
Enterprise Versus Standard Thinking 12
The Desktop Tools: Project Standard and Project Professional 12
What's New in Microsoft Office Project 2010 13
The Microsoft Fluent Interface 13
User-Controlled Scheduling 13
Timeline View 14
Team Planner 15
Introduction to the Microsoft Project 2010 Interface 17
Microsoft Project 2010 Ribbon 18
The Quick Access Toolbar 19
Consultants' Tips 20
Go Ahead and Ignore Project Management If It Suits Your Role 21
Communicate 21
Define Project Roles 21
Define Project Deliverables Prior to Building the Schedule 21
Define the Project Goal 21
Create the Work Breakdown Structure 22
Communicate the Schedule to Your Project Team 22
Acquire Commitment from the Project Team 22
Track Your Project Performance During Execution 22
Close Your Project and Retain History 22
2 Microsoft Project 2010 Quick Start 23
Navigating Microsoft Office Project 2010 25
Introducing the Gantt Chart View 28
Scrolling, Selecting, and Entering Data Fields 30
Exploring the Look and Feel of Microsoft Project 30
Exploring Microsoft Project Window 31
Project's Help Feature 32
Using Team Planner to Start Managing Resources Quickly 33
Define Project Scope 34
Build and Decompose the WBS 35
Create a Project Schedule Using Microsoft Project 37
Use Project Schedule Templates or Create a New Project 38
Set Project Attributes 39
Build Your Project Schedule Using the WBS 41
Enter or Adjust Summary Tasks and Subtasks 43
Create Milestones 44
Set Deadlines 44
Create Task Dependency Relationships 46
Create Your Team and Assign Resources 48
How Duration, Work, and Resource Units Affect Your Project Schedule 50
Enter Estimates 51
Review the Schedule for Overallocation or Other Potential Issues 52
Baseline Your Schedule 54
Track Your Project 55
Obtain Project Status 55
Enter Your Tracking Data 56
Analyze Your Status 59
Close Your Project 60
Consultants' Tips 61
Formulas That Affect Your Schedule 61
Create a WBS 62
80/20 Rule 62
Project Is a Tracking Tool 62
Always Baseline! 62
Split Window and Views 62
3 Microsoft Project and the Project Management Domain 63
History of Project Management 63
Exploring Project Management Industry Standards 64
Project Management Body of Knowledge (PMBOK) 64
PRINCE2 67
WBS, Phases and Control Points, Methodologies, and Life Cycles 69
Work Breakdown Structure (WBS) 70
Managerial Control 70
Using Microsoft Project with Methodologies and Life Cycles 71
Waterfall Development Process 72
Iterative Development 72
Research Project 75
Accommodating Teaming Styles 75
Consultants' Tips 76
Determine the Approach to Use in Managing Your Project 76
Use WBS as a First Step in Project Definition 76
Use the 5?9 Checklist for Planning 76
II Organizing for Success-Project Initiation and Planning
4 Getting Started After the Business Initiative Is Approved 77
Introduction 77
Organizing for Success 78
Define a Measure of Success 78
Clarify the Constraints and Boundaries 79
Define the Final Deliverables 81
Establish a Change Control Process 81
Work Breakdown Structure 82
Work Breakdown Structure (WBS) Concepts 82
WBS and Scheduling 84
Use of Templates 87
WBS Numbering 87
Creating Custom WBS Codes 88
Inserting, Deleting, and Moving Tasks with Custom WBS Codes 90
Editing Custom WBS Codes 91
Renumbering the Custom WBS Codes 93
Scope Control and Change Control 93
Consultants' Tips 94
Understanding a Work Breakdown Structure 94
Define the Full Scope of Your Project 94
Build WBS First 94
Define Project Work Packages 95
5 Setting Up Project for Your Use 97
Setting the Task Mode 97
Setting the Task Mode 97
Understanding the Task Mode 98
Defining Project Information 99
Understanding the Project Information Dialog Box 100
Defining Project Properties 105
Defining Calendars 109
Calendar Hierarchy 110
Modifying and Defining Base Calendars 111
Setting Project and Resources Calendar 116
Defining Custom Fields 119
The Custom Fields Concept 119
Using Custom Fields 121
Defining Environment Options 122
Defining Project Standards 124
Consultants' Tips 137
Project Information Consultant tip 137
Calendar Consultant Tip 138
6 Creating Your Project Schedule 139
Entering Project Tasks 139
Entering Tasks Using the Gantt Chart View 140
Creating Task Names 147
Entering Task Durations 149
Editing Tasks Using the Task Information Dialog Box 154
Manipulating the Task List 156
Displaying Long Task Names 156
Adjusting the Height of Task Rows 157
Undoing Changes in the Task List 158
Inserting, Deleting, and Clearing 159
Copying, Cutting, and Moving Tasks 161
Using the Fill Command 162
Defining Summary Tasks and Subtasks 163
Understanding Duration of Summary Tasks 163
Indenting and Outdenting Tasks 164
Collapsing and Expanding the Outline 166
Editing Outlined Projects 167
Selecting the Display Options for Outlining 167
Using Rollup Taskbars 168
Defining Milestones 169
Attaching Notes to Tasks 171
Typing and Formatting Notes 172
Inserting Hyperlinks in Notes 173
Inserting Objects in Notes 173
Attaching Notes to the Overall Project 175
Attaching Hyperlinks to Tasks 175
Attaching Hyperlinks to Existing Files or Web Pages 176
Attaching Hyperlinks to New Files 178
Attaching Hyperlinks to Tasks or Resources in the Same Project 178
Using Hyperlinks to Create Email Messages 178
Editing and Deleting Hyperlinks 179
Placing Hyperlinks in the Custom Text Fields 179
Defining Recurring Tasks 179
Creating Recurring Tasks 180
Editing Recurring Tasks 183
Creating WBS Codes 184
Using Other Views to Create Tasks 184
Using the Task Entry View 185
Using the Task Sheet View 185
Using the Timeline View 186
Consultants' Tips 190
7 Defining Task Logic 191
Manipulating Your Schedule 193
Using the Multiple Undo and Redo Feature 193
Using Change Highlighting to View Changes 193
Linking Tasks 195
Understanding Task Relationships 195
Defining Dependency Links 195
Defining the Types of Dependency Link Relationships 197
Using the Finish-to-Start Relationship 198
Using the Start-to-Start Relationship 198
Using the Finish-to-Finish Relationship 198
Using the Start-to-Finish Relationship 199
Choosing the Dependent Tasks 201
Allowing for Delays and Overlaps 201
Entering Leads and Lags 203
Linking Summary Tasks 204
Creating Links by Using the Menu or Toolbar 205
Creating Links by Using the Task Information Dialog Box 206
Creating Links by Using the Task Form View 207
Creating Links by Using the Entry Table 209
Creating Links by Using the Mouse 210
Working with Automatic Linking Options 212
Modifying, Reviewing, and Removing Dependency Links 213
Auditing Task Links 214
Using the Task Inspector 216
Defining Constraints 217
Understanding the Types of Constraints 218
Entering Task Constraints 222
Creating Constraints in the Task Information Dialog Box 223
Creating Constraints in a Task Table 223
Creating Constraints in the Task Details Form 224
Responding to Warnings from the Planning Wizard 225
Deciding to Honor Links or Honor Constraints 227
Finding and Reviewing Tasks That Have Constraints 229
Removing Task Constraints 230
Resolving Conflicts Caused by Constraints 231
Creating a Modified Constraint Dates Table 232
Performing Advanced Actions on Tasks 233
Entering Deadline Dates 233
Filtering for Missed Deadline Dates 235
Splitting Tasks 235
Consultants' Tips 238
The Deadline Feature 238
Scheduling Logic 238
Deadlines Versus Sponsor Schizophrenia 239
Connecting Tasks with the Mouse 239
Showing Detail in the Gantt Chart 239
8 Defining Project Resources 241
Understanding How Project Uses Resources and Costs 241
Defining Resources and Resource Information 243
Understanding Resource Types 243
Understanding Budget Resources 244
Distinguishing Single and Group Resources 244
Using Generic Resources for Common Skills 244
Using the Resource Sheet View 245
Defining Resource Information Using the Resource Information Dialog Box 246
Using the Resource Fields to Define Resource Details 247
Using the Resource ID Field 248
Interpreting the Indicator Field 248
Specifying Resource Names Using the Name Field 248
Using Resource Type to Categorize Resources 249
Using the Material Label to Specify Units of Resource Measure 249
Using the Initials Column to Shorten Resource Names 249
Using the Group Field to Categorize Resources 250
Using the Max Units and Resource Availability Table to Specify Resource Availability 251
Selecting Resource Calendar to Specify Resource Base Availability 253
Specifying the Resource Working Time 254
Defining Resource Costs 256
Applying the Standard Rate to a Resource 257
Applying the Overtime Rate to a Resource 258
Applying the Cost Per Use to a Resource 258
Understanding the Cost Rate Tables 258
Selecting the Cost Accrual Type 260
Using the Task Form View to Add Additional Resources 261
Understanding Resource Constraints 262
Working with Resources 262
Setting the Automatically Add New Resources and Tasks Option 263
Sorting Resources 264
Grouping Resources 267
Filtering Resources 268
Consultants' Tips 271
9 Understanding Work Formula Basics 273
Understanding Resource and Task Assignments 276
Reviewing the Essential Components of Work Resource Assignments 276
Understanding the Resource Assignment Fields 277
Assigning a Resource to a Task 278
Understanding the Assignment Units Field 278
Assigning the Work 281
Assigning the Duration 281
Understanding the Work Formula 282
Applying the Work Formula in New Assignments 283
Applying the Work Formula in Changes to Existing Assignments 292
Selecting Task Settings 292
Setting the Task Type 294
Schedule Modifiers That Affect the Complexity of the Scheduling Engine 296
Task Mode 296
Project Scheduling the Resource Assignment to Start When the Task Starts 296
Splitting Task Assignments 296
Scheduled Delay Effects 297
Leveling Delay Effects 297
Work Contour Effects 298
Resource Availability Effects 299
Calendar Effects 299
Effort-Driven Task Effects 300
Effects of Using Driver Resources 300
Consultants' Tips 300
Work Formula Factors 300
80/20: Using Task Modes 301
80/20: Using Task Types 301
80/20: Using Effort-Driven Task Types 302
Difference Between Calendar Duration and the Actual Assignment Duration 302
10 Scheduling Single and Multiple Resource Assignments 303
Mechanisms: Methods for Adding Resources 304
Adding Resources Using the Assign Resources Dialog Box 304
Adding Resources by Using Drag-and-Drop 305
Assigning Resources with the Team Planner View 306
Assigning Resources with the Task Entry View 307
Assigning Resources Using the Task Information Dialog Box 308
Assigning Resources with the Task Table 310
Creation: Assigning a Single Resource 311
Assigning a Resource (Using the Assign Resources Dialog Box) 312
Creation: Assigning Multiple Resources 314
Calculating Task Duration with Multiple Resources 314
Understanding Effort-Driven Tasks 315
Understanding the Driver Resource Concept 318
Maintenance: Modifying Existing Resource Assignments 322
Modifying Resource Assignments 322
Entering the Assignment Values 323
Assigning Resources with the Task Usage View 326
Modifying Work Schedules with the Task Usage View 327
Using the Assignment Information Dialog Box 330
Scheduling a Late Start for an Assignment 331
Splitting a Task Assignment 334
Removing Resource Assignments from One or More Tasks 334
Replacing a Resource on an Assignment 336
How-To's: Modifying Resource Assignments 337
Graphing Resource Availability 337
Scheduling Resources for a Specific Amount of Work 340
Contouring Resource Usage 340
Selecting a Predefined Contour Using the Assignment Information Dialog Box 345
Using Overtime to Shorten Duration 346
Selecting a Cost Rate Table for an Assignment 349
Assigning Fixed Costs and Fixed Contract Fees 350
Scheduling with Task Calendars 353
Adding Delay to an Assignment 355
Consultants' Tips 356
Make Judicious Use of the Team Planner and Manually Scheduled Tasks 357
80/20: Use the Task Entry View for Resource Entry and Modifying Assignments 357
Depth: Calculation of the Default Units Value Used When Assigning a Resource 357
Config: Turn Off Automatic Resource Creation 357
Forward-Scheduling Versus Backward-Scheduling 358
11 Using Standard Views, Tables, Filters, and Groups to Review Your Schedule 359
What Can I View Using Microsoft Project 2010? 359
Viewing Strategies 360
Strategies on Using Views 360
Strategies on Using Tables 363
Understanding Standard Views 368
The Calendar View 368
The Gantt Chart Views 369
The Team Planner View 373
The Network Diagram View 375
Descriptive Network Diagram Views 377
The Task Usage View 378
The Tracking Gantt View 378
The Resource Graph View 379
The Resource Sheet View 379
The Resource Usage View 381
The Bar Rollup View 382
The Milestone and Milestone Date Rollup Views 382
The Relationship Diagram View 383
The Resource Allocation View 384
The Resource and Resource Name Form Views 384
The Task, Task Detail, and Task Name Form Views 385
The Task Entry View 387
The Task Sheet View 387
Understanding Standard Tables 389
Task Tables 389
Resource Tables 391
Understanding Filtering and Grouping 393
Exploring Filters in Microsoft Project 393
Exploring Standard Groups 400
Combining Views, Tables, Filters, and Groups to Review Project Schedule Details 402
Does My Schedule Contain the Needed Milestones? 402
Do I Know My Critical Path? 404
Are My Tasks Linked? 406
Does My Schedule Contain Constraints? 407
Are All Needed Task Details Included? 408
Making Sure There Is Flexibility in the Schedule 408
Are My Resources Overallocated? 408
Is My Schedule Baselined? 408
How Do I Communicate the Tasks? 409
How Do I Present My Project Schedule to the Project Sponsors? 410
Consultants' Tips 411
Use the Team Planner When Resource Planning Is Your Main Goal 411
Keep It Simple 411
Providing Task Assignments to Your Team Using the Gantt Chart View 411
An Easy Way to Not Accidentally Type in Actuals When Using Resource or Task Usage Views 411
12 Performing a Schedule Reality Check 413
Auditing the Schedule for Reasonableness 413
Looking for Logic Errors 414
Schedule Estimation Methods 415
Looking for Technique Errors 416
Reviewing the Big Picture (Critical Path Analysis) 419
What Is My Current Critical Path? 420
How Can I Reduce the Duration of My Critical Path? 421
Strategies for Crashing the Schedule 422
Strategies for Fast Tracking the Schedule 423
Reviewing the Project-Level Statistics 423
Methods of Examining Your Schedule 424
Strategies for Analyzing Costs 425
Reviewing the Cost Table 425
Reducing the Cost of Work 426
Finalizing the Schedule 426
Baselining the Schedule 427
Saving Your Project Baseline 428
Consultants' Tips 430
Are You a Pessimistic or an Optimistic Estimator? 430
Schedule Problems Checklist 430
Avoiding the "While You Are Here" Syndrome 432
Deleting Baselined Tasks 432
III Project Execution Through Completion
13 Tracking Your Project Progress 433
Overview of Tracking 433
Working with Project Baselines 434
Viewing Baselines 435
Using Usage Views to Show Time-Phased Details 436
Tracking Your Project's Performance and Costs 438
Understanding the Fields Used in Updating the Project Schedule 438
Entering Tracking Information at the Task Level 440
Editing the Task Actual Start Date 442
Editing the Task Actual Finish Date 442
Editing Task % Complete (Percentage Complete) 443
Editing Task Actual Duration 443
Editing Task Remaining Duration 444
Editing Task Actual Work 445
Editing Task % Work Complete 445
Editing Task Remaining Work 445
Editing Task Time-Phased Actual Work 446
Entering Tracking Information at the Assignment Level 446
Editing Assignment Actual Start 447
Editing Assignment Actual Finish 447
Editing Assignment Actual Work 448
Editing Assignment % Work Complete 448
Editing Assignment Remaining Work 448
Editing Assignment Time-Phased Work 449
Understanding the Calculation Options That Affect Tracking 449
Using the Updating Task Status Updates Resource Status Option 451
Using the Actual Costs Are Always Calculated by Microsoft Project Option 452
Using the Edits to Total Task Percentage Complete Will Be Spread to the Status Date Option 454
Options to Reschedule Parts of Partially Completed Tasks 454
Using Microsoft Project's Facilities for Updating Tasks 456
General Shortcuts 457
The Update Tasks Form 457
The Update Project Form 458
Consultants' Tips 459
Always Keep the Original Baseline 459
Regular Statusing of Team Assignments 460
14 Analyzing Performance 461
Reviewing the Current Status of a Project 462
Reviewing the Status via the Current Schedule 462
Reviewing the Status via the Project Plan 468
Analyzing Performance with Earned Value Analysis 477
Understanding Earned Value Measurements 478
Controlling the Calculation of Earned Value 488
A Summary of Using Earned Value Analysis in Microsoft Project 489
Creating Earned Value Graphs Using Visual Reports 491
Using Analysis Views and Reports 492
Analysis Views 492
Analysis Reports 496
Analyzing the Critical Path 496
Consultants' Tips 497
Project Performance Analysis Prerequisites 497
Project Performance Analysis Areas 497
Project Performance Analysis Options 498
15 Using Reports for Tracking and Control 499
Using Basic Reports 499
Using the Basic Reports for Project Analysis 501
Using Basic Reports for the Project Sponsor 515
Using Basic Reports for the Project Team 517
Using Visual Reports 524
Using Visual Reports for Project Analysis 526
Using Visual Reports for the Project Sponsor 531
Using Visual Reports for the Project Team 537
Consultants' Tips 539
Using Visual Reports to Share Project Status 539
Customize the Out-of-the-Box Reports for Your Project Needs 539
16 Revising the Schedule 541
When Things Don't Go According to Plan 541
Critical Path Changes 542
What Can Go Wrong 542
Prevention and Avoidance 543
Too Late for Avoidance-Now What? Recovery 544
Reducing Project Scope 545
Reducing Project Cost 545
Reducing Scheduled Duration 546
Rebaselining Strategies 547
Consultants' Tips 548
Regularly Review Your Project Schedule 548
Perform Risk Management and Contingency Planning 548
Make Your Project Estimates as Realistic as Possible 548
17 Closing the Project 549
The Project Close Process Group 550
Measure of Success 551
Work Breakdown Structure 551
Definition of Deliverables 551
Implementing Project Close Custom Fields 552
Performing Final Reporting 552
Performing a Project Retrospective (Lessons Learned) 555
Archiving Your Schedule 557
Celebrating Your Project Results 559
Consultants' Tips 560
IV Tailoring Microsoft Office Project 2010 to Your Needs
18 Managing Project Files 563
Saving and Protecting Project Files 563
Designating the Default Save Location and Format 564
Version Compatibility 565
Saving a File 566
Providing Security for Saved Files 568
Saving the Workspace 571
Project 2010 Safe Mode 571
Creating and Using Project Templates 572
Creating a New Project Template 572
Modifying Existing Template Files 574
Opening a Template File to Create a New Project 574
Working with the Organizer and the Global File 575
The GLOBAL.MPT File 577
Manipulating Objects Using the Organizer 578
Consultants' Tips 580
GLOBAL.MPT 580
Using the Organizer 580
Protecting Your Project Files When Sharing 581
Basic Steps for Starting a Project 581
Use Templates and Keep Them Simple 581
19 Formatting Views 583
Sorting the Tasks or Resources in a View 583
Selecting the Sort Keys 584
Selecting the Sort Operation 585
Formatting Text Styles for Categories of Tasks and Resources 585
Selecting an Item to Change 585
Changing the Style of Text Displays 588
Formatting Font for Selected Text 588
Formatting Gridlines 589
Using the Outline Options 590
Formatting Timescales 592
Changing Timescale Tiers 592
Completing the Timescale Definition 595
Changing the Display of Non-Working Time 596
Using Page Breaks 597
Formatting the Gantt Chart Views 597
Formatting the Gantt Chart View Manually 597
Using the Gantt Chart Wizard 608
Formatting the Calendar View 609
Formatting the Timescale for the Calendar 611
Selecting Calendar Bar Styles Options 612
Setting the Layout Options for the Calendar View 613
Formatting the Network Diagram View 614
Using the Box Styles Options 614
Using Data Templates for Network Diagram Nodes 615
Using the Box Options 618
Controlling the Network Diagram Layout 618
Using the Zoom Command 623
Formatting the Task Form and Resource Form Views 623
Sorting the Form Views 624
Formatting Details of Form Views 624
Formatting the Resource Graph View 625
Reviewing the Format Options for the Resource Graph View 628
Selecting the Details to Display 629
Using the Bar Styles Dialog Box 630
Formatting the Resource Usage View 633
Choosing the Details for the Resource Usage View 633
Formatting the Detail Styles in the Resource Usage View 634
Formatting the Task Usage View 635
Formatting the Task Sheet and Resource Sheet Views 636
Consultants' Tips 636
Get Familiar with the Default Views First, Then Customize 636
Customizing the Gantt Chart View 636
Sorting Views 636
20 Creating and Customizing the Basic Reports 637
Understanding the Basic Reports 637
Accessing the Standard Reports 637
Common Report Elements 639
The Overview Reports Category 640
The Current Activity Reports Category 644
The Cost Reports Category 646
The Assignment Reports Category 649
The Workload Reports Category 651
Customizing Reports 653
Customizing an Existing Report 653
Using the Custom Category of Reports 655
Creating Reports 656
Creating a New Report Based on an Existing Report 656
Designing a New Report 657
Using the Common Customization Controls 658
Controlling Page Breaks in a Report 658
Choosing the Page Setup Options for a Report 659
Formatting Text in a Report 659
Changing the Sort Order for a Report 660
Collapsing Task Detail in a Report 661
Customizing Specific Report Types 662
Customizing the Project Summary Report 662
Customizing the Calendar Reports 664
Customizing Task and Resource Reports 665
Customizing Crosstab Reports 675
Customizing the Monthly Calendar Report 682
Saving and Sharing Custom Reports 684
Consultants' Tips 685
21 Creating and Customizing Visual Reports 687
Understanding OLAP Cubes for Visual Reports 691
Understanding Excel and Visio in Relation to Project 692
Using Excel 2007 While Working with Visual Reports 692
Using Visio While Working with Visual Reports 696
Reporting Capabilities 697
Customizing Excel 2007 Visual Reports 698
Customizing Visio 2007 Visual Reports 711
Creating Visual Reports Using Excel 722
Creating Visual Reports Using Visio 725
Sharing and Saving Visual Reports 726
Saving a Visual Report Template Using Excel 727
Saving a Visual Report Template Using Visio 727
Saving a Reporting Cube 728
Saving a Reporting Database 729
Printing a Visual Report 730
Consultants' Tips 731
80/20: Choose the Right Data Resolution for Your Reporting Goals 731
Save Customized Reports as Templates for Later Use 731
22 Customizing Views, Tables, Filters, Groups, and Fields 733
Creating and Customizing Tables 734
Entering a Table Name 736
Adding and Changing the Columns in the Table 736
Completing the Definition of the Table 738
Changing Table Features from the View Screen 740
Creating and Customizing Views 742
Entering the Name of the View 744
Selecting the Starting Format 745
Selecting the Table for the View 745
Selecting the Group for the View 746
Selecting the Filter for the View 746
Displaying the View Name in the Menu 747
Saving the View Definition 747
Creating a Combination View 747
Printing Views 749
Preparing Your Screen and Choosing Fundamentals for Your Printed View 749
Filtering, Sorting, Grouping, and Enhancing the Display 749
Using Page Breaks 750
Using the Page Setup Dialog Box 750
Using the Print Preview Button 759
Printing 760
Creating and Customizing Filters 762
Naming a Filter 763
Defining Filter Criteria 763
Using More Filter Criterion Tests 766
Using Interactive Filters 770
Creating Calculated Filters 772
Creating Multiple Criteria Filters 773
Creating Custom Filters with AutoFilter 774
Creating Custom Groups 775
Accessing Custom Groups 775
Selecting Grouping Fields 776
Defining Group Intervals 776
Formatting Group Displays 777
Saving Custom Groups 777
Creating and Customizing Fields 778
Accessing the Custom Fields 779
Naming Custom Fields 780
Creating Calculated Custom Fields 780
Controlling Custom Field Behaviors 782
Creating Custom Indicator Fields 782
Managing Custom Fields 786
Organizing Views and Other Custom Elements in Project Files 787
Consultants' Tips 789
Create Views the Right Way 789
Name Organizer Objects Appropriately 789
Resolve Unexpected View Results 789
Know Your Audience When Using Graphical Indicators 790
Keep an Excel Configuration Workbook 790
23 Customizing Toolbars, Menus, and Forms 791
Customizing the Ribbon 791
Customizing the Quick Access Toolbar 798
Customizing the Status Bar 803
Consultants' Tips 805
V Microsoft Office Project 2010 Knowledge In Depth
24 Working with Multiple Projects 807
Using Windows Commands 807
Viewing All the File Windows at the Same Time 809
Hiding and Unhiding Open Windows 810
Using the Save Workspace Command 810
Comparing Project Versions 811
Displaying Tasks from Different Projects in the Same Window 814
Using the New Window Command 814
Filtering and Sorting Consolidated Projects 817
Creating Master Projects 819
Combining Projects into One File Using the Insert Project Menu 819
Working with Inserted Projects 821
Breaking Apart a Large Project Using Inserted Projects 822
Master Projects Using Hammock Tasks 823
Maintaining Inserted Projects 824
Identifying Tasks That Are Inserted Projects 825
Removing Inserted Projects 826
Creating Links Between Tasks in Separate Projects 827
Sharing Resources Among Projects 829
Creating the Shared Resource Project 830
Using the Resource Pool 831
Discontinuing Resource Sharing 834
Identifying Resource Pool Links 834
Viewing Resource Loads Without Sharing a Pool 835
Saving Multiple Files in a Workspace 836
Consultants' Tips 836
Using Master Files 836
How Do I Tell Which Task Is from Which Project When They Have the Same Names? 837
Sharing Resources Between Projects 837
25 Resolving Resource Allocation Problems 839
Understanding How Resource Allocation Problems Occur 839
Why Should I Care About Resource Workload Conditions? 840
What Is the Problem? 840
What Causes Resource Overallocation? 841
Should I Ignore Resource Allocation Problems? 843
Visualizing Resource Allocation Conditions 843
Resource Max Units, Calendars, and Other Settings 843
Team Planner 845
Resource Graphs 847
Resource Sheet 848
Split Views and Windows 849
Resource Usage Time-Phased Data 851
Groups, Filters, and Sorting Tasks with Resources 852
Review Task Relationships 853
Strategies for Correcting Resource Allocation Problems 854
Process Check: Review Project Scope and Other Business Issues 855
Replacing or Adding Resources 855
Splitting Tasks 856
Linking Tasks 856
Adjusting Resource Units 858
Using the Level Resources Tools 859
Manual Strategies to Correct Resource Allocation Problems 865
Consultants' Tips 869
Use Team Planner and Manually Scheduled Tasks Where Appropriate 869
Establish Guidelines for Resolving Resource Allocation Issues 869
Examples of Resource-Leveling Scenarios 870
Receiving an "Overallocation Cannot Be Resolved" Warning 870
Resource(s) Indicate Overallocation Condition After Leveling 870
26 Exporting and Importing Project Data 871
Exchanging Project Files Across Microsoft Project Versions 872
Exchanging Microsoft Project Data with Other Applications 873
File Formats Supported by Microsoft Office Project 873
Working with Import/Export Maps to Select Your Project Data 874
Understanding Import/Export Maps 875
Reviewing the Predefined Import/Export Maps 876
Creating and Using an Export Map 879
Creating and Using an Import Map 884
Creating Import Maps for Access and ODBC Sources 889
Exchanging Data with Microsoft Excel 889
Exporting Microsoft Project Data to an Excel Worksheet 890
Exporting Microsoft Project Data to an Excel PivotTable 894
Importing Microsoft Project Data from the Excel Format 894
Working with Web-Enabled Project Data 899
Working with Text File Formats 900
Exporting Project Data in the Text Formats 900
Importing Project Data from Text Formats 902
Importing a Task List from Outlook 903
Consultants' Tips 906
Design the Data Layout Prior to Import/Export 906
Using Export/Import vs. Copy/Paste 906
Copying and Pasting Using Excel 907
Be Aware of Additional Data When Importing/Exporting 907
Using the XML Export Will Not Keep Some of the Usage Data 907
27 Manipulating Data Using Other Applications 909
Copying Data Between Applications 909
Copying Data from Other Applications into Microsoft Project 911
Copying Microsoft Project Data into Other Applications 913
Linking Data Between Applications 914
Linking Microsoft Project Data Fields from External Sources 914
Refreshing Linked Data in Microsoft Project 916
Deleting Links to External Sources 919
Identifying Tasks or Resources with Links Attached 919
Pasting Links to Microsoft Project Data in Other Applications 919
Working with Objects 920
Pasting Objects 920
Inserting Objects 922
Placing Objects into Microsoft Project 923
Pasting Objects in the Gantt Chart View 923
Inserting Objects in the Gantt Chart View 924
Placing Objects in the Notes Field 928
Placing Objects in the Task or Resource Objects Box 928
Placing Objects in Headers, Footers, and Legends 931
Placing Objects into Other Applications 932
Using the Copy Picture Command to Copy a View 934
Consultants' Tips 937
TOC, 9780789743107, 1/11/2011
