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Playing Experience: 1981 Played for the Oakland Raiders of the NFL. 1980 Played for the Ottawa Roughriders of the CFL. 1976-1979- Played for the UCLA Bruins. 1974-75- Played for the Servite Friars. Outstanding Achievements: UCLA single game record holder with 2 Interception returns for TDs in a single game, 61 and 62 yards. Eight career interceptions and 6 fumble recoveries with UCLA. 3 Career Touchdowns with UCLA. Five time Special Teams Player of the game at UCLA. Two time Defensive Player of the game at UCLA. 24 game starter at both Cornerback and Strong Safety at UCLA. Selected and played in Blue-Grey All Star Game, 1979. Selected and played in Japan Bowl, 1979. All Greek All American 1st Team 1979 (Fraternity stuff!) All Pac Ten Honorable Mention 1979. All Angelus League 1st team, All Orange County 1st Team, All CIF 4A Division 1st Team, All State 1st Team and All American 1st team 1975. Defensive back (Cornerback, Safety, Nickelback, Dimeback, Halfback) Special teams: Placekicker; Punter; Kickoff specialist; Long snapper; Holder; Punt returner. Manual Microdermabrasion Products For The BodyMicrosoft Project 2016 is the latest version of Project. Project 2010, Project 2007, and Project 2003. Project 2016 is compatible with Windows 10. Support. By product. Explore these great resources across Microsoft.com. Windows. All Windows downloads; Download Windows 8.1; Free downloads; Internet. If you’re new to Project 2013. Save the PDF file to your desktop and then open. Applies To: Project Standard 2013, Project Professional 2013 Was this. Free Microsoft Project 2003 Training Manual. Free Training for Access 2003, FrontPage 2003, and Project 2003; 3 Free Microsoft Project Ebooks;. Creating a Resource Pool Viewing Assignment Details in a Resource Pool Updating Assignments in a Sharer Plan Updating a Resource’s Information in a Resource Pool Updating All Projects’ Working Times in a Resource Pool Linking New Project Plans to a Resource Pool Opening a Sharer Plan and Updating a Resource Pool Working with Consolidated Projects Creating Dependencies Between Projects Key Points PUBLISHED BY Microsoft Press A Division of Microsoft Corporation One Microsoft Way Redmond, Washington 98052-6399 Copyright ę 2004 by Carl S. Chatfield and Timothy D. Johnson All rights reserved. No part of the contents of this book may be reproduced or transmitted in any form or by any means without the written permission of the publisher. Library of Congress Cataloging-in-Publication Data Chatfield, Carl S., 1964Microsoft Office Project 2003 Step by Step / Carl Chatfield and Timothy Johnson. p. cm. -- (Step by step) Includes bibliographical references and index. ISBN 0-7356-1955-7 1. Microsoft Project. 2. Project management--Computer programs. I. Johnson, Timothy D., 1962- II. Title. III. Step by step (Redmond, Wash.) HD69.P75.C463 2003 658.4'04'02855369--dc22 Printed and bound in the United States of America. 1 2 3 4 5 6 7 8 9 QWE 8 7 6 5 4 3 2003058832 Distributed in Canada by H.B. Fenn and Company Ltd. A CIP catalogue record for this book is available from the British Library. Microsoft Press books are available through booksellers and distributors worldwide. For further information about international editions, contact your local Microsoft Corporation office or contact Microsoft Press International directly at fax (425) 936-7329. Visit our Web site at www.microsoft.com/mspress. Send comments to [email protected]. Active Directory, Microsoft, Microsoft Press, the Office logo, Outlook, PowerPoint, SharePoint, Visio, Visual Basic, Windows, and Windows Server are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. Other product and company names mentioned herein may be the trademarks of their respective owners. The example companies, organizations, products, domain names, e-mail addresses, logos, people, places, and events depicted herein are fictitious. No association with any real company, organization, product, domain name, e-mail address, logo, person, place, or event is intended or should be inferred. Acquisitions Editor: Alex Blanton Project Editor: Laura Sackerman Body Part No. X10-00033 Contents What’s New in Microsoft Office Project 2003 Getting Help Getting Help with This Book and Its CD-ROM Getting Help with Microsoft Office Project 2003 Using the Book’s CD-ROM What’s on the CD-ROM System Requirements Installing the Practice Files Using the Practice Files Uninstalling the Practice Files Conventions and Features Quick Reference Chapter 1 Chapter 2 Chapter 3 Chapter 4 Chapter 5 Chapter 6 Chapter 7 Chapter 8 Chapter 9 Chapter 10 Chapter 11 Chapter 12 Chapter 13 Chapter 14 Chapter 15 Chapter 16 Chapter 17 Chapter 18 Chapter 19 Chapter 20 Chapter 21 ix xi xi xi xiii xiii xiii xiv xv xvi xvii xix xix xx xxi xxii xxiii xxiv xxvi xxviii xxx xxxi xxxii xxxiii xxxiv xxxv xxxv xxxvii xxxvii xxxviii xxxix xl xlii Getting Started with Project Creating a Task List Setting Up Resources Assigning Resources to Tasks Formatting and Printing Your Plan Tracking Progress on Tasks Fine-Tuning Task Details Fine-Tuning Resource and Assignment Details Fine-Tuning the Project Plan Organizing and Formatting Project Details Printing Project Information Publishing Project Information Online Sharing Project Information with Other Programs Tracking Progress on Tasks and Assignments Viewing and Reporting Project Status Getting Your Project Back on Track Applying Advanced Formatting Customizing Project Measuring Performance with Earned Value Analysis Consolidating Projects and Resources Planning Work with Project Server iii Contents Chapter 22 Chapter 23 Tracking Work with Project Server xliii Managing Risks, Issues, and Documents with Project Server xliv I 1 Managing a Simple Project Getting Started with Project Managing Your Projects with Project Starting Project Standard Starting Project Professional Exploring Views Exploring Reports Creating a New Project Plan Setting Nonworking Days Entering Project Properties 2 4 6 10 15 21 23 26 29 2 Creating a Task List Entering Tasks Estimating Durations Entering a Milestone Organizing Tasks into Phases Linking Tasks Documenting Tasks Checking the Plan’s Duration 32 33 36 40 41 43 48 51 3 Setting Up Resources Setting Up People Resources Setting Up Equipment Resources Setting Up Material Resources Entering Resource Pay Rates Adjusting Working Time for Individual Resources Documenting Resources 54 55 60 62 64 66 69 4 Assigning Resources to Tasks Assigning Resources to Tasks Assigning Additional Resources to a Task Assigning Material Resources to Tasks 70 72 76 82 iv Contents 5 Formatting and Printing Your Plan Creating a Custom Gantt Chart View Drawing on a Gantt Chart Formatting Text in a View Formatting and Printing Reports 84 86 92 94 99 6 Tracking Progress on Tasks Saving a Project Baseline Tracking a Project as Scheduled Entering a Task’s Completion Percentage Entering Actual Values for Tasks 106 108 111 112 114 II 7 Advanced Project Scheduling Fine-Tuning Task Details Adjusting Task Relationships Setting Task Constraints Viewing the Project’s Critical Path Interrupting Work on a Task Adjusting Working Time for Individual Tasks Changing Task Types Entering Deadline Dates Entering Fixed Costs Setting Up a Recurring Task 122 123 128 133 135 138 140 144 147 148 8 Fine-Tuning Resource and Assignment Details Entering Multiple Pay Rates for a Resource Setting Up Pay Rates to Apply at Different Times 154 155 157 159 161 163 166 167 Setting Up Resource Availability to Apply at Different Times Delaying the Start of Assignments Applying Contours to Assignments Applying Different Cost Rates to Assignments Entering Material Resource Consumption Rates 9 Fine-Tuning the Project Plan Examining Resource Allocations over Time 172 173 v Contents Manually Resolving Resource Overallocations Leveling Overallocated Resources Examining Project Costs Checking the Project’s Finish Date 180 184 190 192 10 Organizing and Formatting Project Details Sorting Project Details Grouping Project Details Filtering Project Details Customizing Tables Customizing Views 196 197 202 206 210 214 11 Printing Project Information Printing Your Project Plan Printing Views Printing Reports 220 221 228 234 12 Publishing Project Information Online Copying Project Information as a GIF Image Saving Project Information as a Web Page Changing the Look of a Project Web Page 240 242 245 249 13 Sharing Project Information with Other Programs Copying and Pasting with Project 254 256 259 264 270 Generating a Project Summary Report for Word, PowerPoint, or Visio Opening Other File Formats in Project Saving to Other File Formats from Project 14 Tracking Progress on Tasks and Assignments Updating a Baseline 276 278 282 290 295 Tracking Actual and Remaining Values for Tasks and Assignments Tracking Timephased Actual Work for Tasks and Assignments Rescheduling Incomplete Work 15 Viewing and Reporting Project Status Identifying Tasks That Have Slipped Examining Task Costs 300 302 308 vi Contents Examining Resource Costs Reporting Project Cost Variance with a Stoplight View 313 317 16 Getting Your Project Back on Track Troubleshooting Time and Schedule Problems Troubleshooting Cost and Resource Problems Troubleshooting Scope-of-Work Problems 322 324 330 334 III 17 Special Subjects Applying Advanced Formatting Formatting Bar Styles in a Gantt Chart View Formatting the Network Diagram View Formatting the Calendar View 342 343 350 353 18 Customizing Project Working with the Organizer Recording Macros Editing Macros Customizing a Toolbar 358 359 365 369 374 19 Measuring Performance with Earned Value Analysis Viewing Earned Value Schedule Indicators Viewing Earned Value Cost Indicators 380 382 385 20 Consolidating Projects and Resources Creating a Resource Pool Viewing Assignment Details in a Resource Pool Updating Assignments in a Sharer Plan Updating a Resource’s Information in a Resource Pool Updating All Projects’ Working Times in a Resource Pool Linking New Project Plans to a Resource Pool Opening a Sharer Plan and Updating a Resource Pool Working with Consolidated Projects Creating Dependencies Between Projects 390 392 397 399 400 401 404 406 409 412 vii Contents IV 21 Introducing Project Server Planning Work with Project Server Understanding the Key Pieces of Enterprise Project Management Building a New Plan from an Enterprise Template Staffing an Enterprise Project with Resources Publishing a Plan to Project Server 418 420 421 427 436 22 Tracking Work with Project Server Reporting Actual Work Through Project Web Access Reporting Actual Work Through Outlook Handling Actuals from Resources Keeping Stakeholders Informed 440 441 446 450 455 23 Managing Risks, Issues, and Documents with Project Server Managing Risks Managing Issues Managing Documents 462 464 467 469 V A Appendixes A Short Course in Project Management Understanding What Defines a Project The Project Triangle: Seeing Projects in Terms of Time, Cost, and Scope Time, Cost, and Scope: Managing Project Constraints Managing Your Projects with Project 475 475 476 478 481 B What’s Next? Joining a Project Learning Community Joining a Project Management Learning Community Final Words 483 483 484 484 Glossary Index 485 497 viii What’s New in Microsoft Office Project 2003 You’ll notice some changes as soon as you start Project 2003. The toolbars and menu bar have a new look, and there are some new task panes available on the left side of your screen. But the features that are new or greatly improved in this version of Project go beyond just changes in appearance. Some changes won’t be apparent to you until you start using the program. New in Office 2003 To help you quickly identify features that are new or greatly enhanced with this version, this book uses the icon in the margin whenever new features are discussed or shown. The following new or improved features are available in Project Standard and Project Professional: To learn how to Connect to the Microsoft Web site for assistance More easily print a view Create a project summary report for an Office application Using this new feature Office Online service Project Guide Copy Picture to Office Wizard See Chapter 1, page 8 Chapter 11, page 233 Chapter 13, page 259 The following new or improved features are available in a Project Server–based enterprise project management system: To learn how to Develop a new plan Replace generic resources with work resources Report progress on assignments directly in Outlook Identify risks to projects or tasks Using this new feature Enterprise template Resource Substitution Wizard Outlook integration add-in for Project Server WSS Risks integration with Project Server See Chapter 21, page 423 Chapter 21, page 429 Chapter 22, page 448 Chapter 23, page 466 (continued) ix What’s New in Microsoft Office Project 2003 To learn how to Create and delegate issues relating to projects or tasks Upload documents relevent to projects or tasks Using this new feature WSS Risks integration with Project Server WSS Risks integration with Project Server See Chapter 23, page 469 Chapter 23, page 472 For more information about the Project family of products, see http:// www.microsoft.com/office/project/. x Getting Help Every effort has been made to ensure the accuracy of this book and the contents of its CD-ROM. If you do run into problems, please contact the appropriate source for help and assistance. Getting Help with This Book and Its CD-ROM If your question or issue concerns the content of this book or its companion CD-ROM, please first search the online Microsoft Press Knowledge Base, which provides support information for known errors in or corrections to this book, at the following Web site: http://www.microsoft.com/mspress/support/search.asp If you do not find your answer at the online Knowledge Base, send your comments or questions to Microsoft Press Technical Support at [email protected] Getting Help with Microsoft Office Project 2003 If your question is about a Microsoft software product, including Project, and not about the content of this Microsoft Press book, please search the Microsoft Knowledge Base at http://support.microsoft.com In the United States, Microsoft software product support issues not covered by the Microsoft Knowledge Base are addressed by Microsoft Product Support Services. The Microsoft software support options available from Microsoft Product Support Services are listed at http://support.microsoft.com Outside the United States, for support information specific to your location, please refer to the Worldwide Support menu on the Microsoft Product Support Services Web site for the site specific to your country: http://support.microsoft.com xi Using the Book’s CD-ROM The CD-ROM inside the back cover of this book contains all the practice files you’ll use as you work through the exercises in the book. By using practice files, you won’t waste time creating samples and typing schedule data—instead, you can jump right in and concentrate on learning how to use Microsoft Office Project 2003. What’s on the CD-ROM In addition to the practice files, the CD-ROM contains the following: ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ 60-day trial of Microsoft Office Project 2003 Standard Edition Microsoft Office Project Standard 2003 demonstration video Enterprise Project Management Solution demonstration video Microsoft Office Project 2003 Step by Step in eBook format Insider’s Guide to Microsoft Office OneNote 2003 in eBook format Microsoft Office System Quick Reference in eBook format Introducing the Tablet PC in eBook format Microsoft Computer Dictionary, Fifth edition, in eBook format 25 business-oriented templates for use with the programs in the Microsoft Office System 100 pieces of clip art System Requirements To use this book, along with Project Standard 2003, you will need Computer/Processor Computer with a Pentium 133-megahertz (MHz) or higher processor Operating System Microsoft Windows 2000 with Service Pack 3 (SP3) or Microsoft Windows XP or later operating system Memory 64 MB of RAM (128 MB recommended) plus an additional 8 MB of RAM for each program in the Microsoft Office System (such as Project) running simultaneously xiii Using the Book’s CD-ROM Hard Disk Hard disk space requirements will vary depending on configuration; custom installaş tion choices may require more or less hard disk space. ■ ■ ■ 105 MB of available hard disk space with 70 MB on the hard disk where the operating system is installed. An additional 9 MB of hard disk space is required for installing the practice files. An additional 237 MB of hard disk space is required for installing the 60-day trial version of Microsoft Office Project 2003 Standard Edition. Drive CD-ROM drive Display Super VGA (800Î600) or higher-resolution monitor with 256 colors or higher Peripherals Microsoft Mouse, Microsoft IntelliMouse, or compatible pointing device Note Project Professional, Project Server, and Project Web Access are not required to complete the chapters in this book but are illustrated in Chapters 21 through 23. You can see the system requirements of these products here: http://www.microsoft.com/office/project/evaluation/sysreqs.asp Installing the Practice Files You need to install the practice files on your hard disk before you use them in the chapters’ exercises. Follow these steps to prepare the CD’s files for your use: 1 Insert the CD-ROM into the CD-ROM drive of your computer. The Step by Step Companion CD End User License Agreement appears. Follow the onscreen directions. It is necessary to accept the terms of the license agreement in order to use the practice files. After you accept the license agreement, a menu screen appears. If the menu screen does not appear, start Windows Explorer. In the left pane, locate the icon for your CD-ROM drive and click the icon. In the right pane, double-click the StartCD executable file. Important 2 3 Click Install Practice Files. Click Next on the first screen, and then click Yes to accept the license agreement on the next screen. xiv Using the Book’s CD-ROM 4 If you want to install the practice files to a location other than the default folder (\\My Documents\\Microsoft Press\\Project 2003 Step by Step), click the Change Folder button, select the new drive and path, and then click OK. Click Next on the Choose Destination Location screen, click Next on the Select Features screen, and then click Next on the Start Copying Files screen to install the practice files. After the practice files have been installed, click Finish. Within the installation folder are subfolders for each chapter in the book. 5 6 7 Close the Step by Step Companion CD window, remove the CD-ROM from the CD-ROM drive, and return it to the envelope at the back of the book. Using the Practice Files Each topic in the chapter explains how and when to use any practice files. The file or files that you’ll need are indicated at the beginning of the procedure in blue type, as shown here: BE SURE TO: Start Microsoft Office Project 2003 if it’s not already open. OPEN: Parnell Aerospace Promo 18a and Wingtip Toys Commercial 18b from the \\My Documents\\ Microsoft Press\\Project 2003 Step by Step\\Chapter 18 Customizing folder. You can also access the practice files for this book by clicking Start, All Programs, Microsoft Press, Project 2003 Step by Step, and then selecting the chapter folder of the file you want to open. The following table lists each chapter’s practice files. Chapter 1 2 3 4 5 6 7 8 Folder Chapter 1 Getting Started Chapter 2 Simple Tasks Chapter 3 Simple Resources Chapter 4 Simple Assignments Chapter 5 Simple Formatting Chapter 6 Simple Tracking Chapter 7 Advanced Tasks Chapter 8 Advanced Resources and Assignments Files (no practice file) Wingtip Toys Commercial 2a Wingtip Toys Commercial 3a Wingtip Toys Commercial 4a Wingtip Toys Commercial 5a, Logo Wingtip Toys Commercial 6a Short Film Project 7a Short Film Project 8a (continued) xv Using the Book’s CD-ROM Chapter 9 10 11 12 13 14 Folder Chapter 9 Advanced Plan Chapter 10 Advanced Formatting Chapter 11 Printing Chapter 12 Publishing Online Chapter 13 Sharing Chapter 14 Advanced Tracking Files Short Film Project 9a Short Film Project 10a Short Film Project 11a Short Film Project 12a Short Film Project 13a, Letter To Client, Sample Task List Short Film Project 14a, Short Film Project 14b, Short Film Project 14c, Short Film Project 14d Short Film Project 15a 15 16 17 18 19 20 21 22 23 Chapter 15 Reporting Status Chapter 16 Getting Back on Track Short Film Project 16a Chapter 17 Advanced Formatting Chapter 18 Customizing Chapter 19 Earned Value Chapter 20 Consolidating (no practice folder) (no practice folder) (no practice folder) Parnell Film 17a Parnell Aerospace Promo 18a, Wingtip Toys Commercial 18b Short Film Project 19a Wingtip Toys Commercial 20a, Parnell Aerospace Promo 20b (no practice file) (no practice file) (no practice file) Uninstalling the Practice Files After you finish working through this book, you should uninstall the practice files to free up hard disk space. 1 2 3 4 On the Windows taskbar, click the Start button, and then click Control Panel. In Control Panel, click Add or Remove Programs. In the list of installed programs, click Microsoft Office Project 2003 Step by Step, and then click the Remove or Change/Remove button.) In the Uninstall dialog box, click OK. If you need additional help installing or uninstalling the practice files, please see “Getting Help” on page xi. Microsoft’s product support does not provide support for this book or its CD-ROM. Important xvi Conventions and Features You can save time when you use this book by understanding how the Step by Step series shows special instructions, keys to press, buttons to click, and so on. Convention Meaning This icon indicates a new or greatly improved feature in Microsoft Office Project 2003. This icon indicates a reference to the book’s companion CD. New in Office 2003 BE SURE TO OPEN CLOSE Following these words are instructions for actions you should take before beginning an exercise. Following this word are instructions for opening the practice files you’ll need to use for an exercise. Following this word are the names of practice files you should close before moving on to another topic in the book. Numbered steps guide you through hands-on exercises in each topic. A round bullet indicates an exercise that has only one step. This section provides a helpful hint or shortcut that makes working through a task easier. This section points out information that you need to know to complete the procedure. This section shows you how to fix a common problem. The first time a button is referenced in a topic, a picture of the button appears in the margin area with a label. 1 2 ● Tip Important Troubleshooting Save J+D A plus sign (+) between two key names means that you must press those keys at the same time. For example, “Press J+D” means that you hold down the Alt key while you press Tab. (continued) xvii Conventions and Features Convention Boldface type Blue boldface type Blue italic type Meaning Program features that you click or press are shown in black boldface type. Text that you are supposed to type appears in blue boldface type. Terms that are explained in the glossary at the end of the book are shown in blue italic type within the chapter. xviii Quick Reference Chapter 1 Getting Started with Project Page 6 To start Project Standard 1 2 On the Windows taskbar, click the Start button. On the Start menu, point to All Programs (in Microsoft Windows XP) or Programs (in previous versions of Windows), point to Microsoft Office, and then click Microsoft Office Project 2003. 10 To start Project Professional and work offline 1 2 On the Windows taskbar, click the Start button. On the Start menu, point to All Programs (in Microsoft Windows XP) or Programs (in previous versions of Windows), point to Microsoft Office, and then click Microsoft Office Project 2003. If the Project Server Security Login dialog box appears, click Cancel. In the Project Server Accounts dialog box, under Choose account select My Comş puter, and then click Work Offline. 3 4 13 To create a project plan from a template 1 2 3 4 16 In the Getting Started task pane, click Create a new project. In the New Project task pane, under Template, click On my computer. In the Templates dialog box, click the Project Templates tab. Click the template you want, and then click OK. To switch to a different view 1 2 21 On the View menu, click the name of the view you want. If the view is not listed, click More Views, and in the More Views dialog box, click the name of the view you want, and click the Apply button. To view a report in the Print Preview window 1 2 3 On the View menu, click Reports. Click a report category, or to see all reports, click Custom, and then click the Select button. Select the report you want, and then click the Select or Preview button. xix Quick Reference 23 To create a new project plan using the Project Guide 1 2 3 4 5 26 On the File menu, click New. In the New Project task pane, under New, click the Blank Project link. In the Tasks pane, click the Set a date to schedule from link (in Project Standard) or the Define the project link (in Project Professional). In the Date box, enter the project’s start date. At the bottom of the pane, click Done (in Project Standard) or the Save and go to Step 2 link (in Project Professional). To set nonworking days using the Project Guide 1 2 29 On the Project Guide toolbar, click the Tasks button. In the Tasks pane, click the Define general working times link, and then follow the instructions that appear on your screen. To enter properties about a Project plan 1 2 On the File menu, click Properties. In the Properties dialog box, click the Summary tab, and then enter the information you want. Chapter 2 Creating a Task List Page 34 To enter tasks using the Project Guide 1 2 38 On the Project Guide toolbar, click the Tasks button. In the Tasks pane, click the List the tasks in the project link, and then follow the instructions that appear on your screen. To enter task durations 1 2 40 In the Gantt Chart view, click a cell in the Duration column. Type the task duration, and then press F. D. To enter a milestone 1 2 41 On the Entry table, enter a name for the milestone, and then press In the Duration field, type 0d, and then press F. To organize tasks into phases using the Project Guide 1 2 On the Project Guide toolbar, click the Tasks button. In the Tasks pane, click the Organize tasks into phases link, and then follow the instructions that appear on your screen. xx Quick Reference 43 To link tasks using the Project Guide 1 2 48 On the Project Guide toolbar, click the Tasks button. In the Tasks pane, click the Schedule tasks link, and then follow the instructions that appear on your screen. To enter task notes and hyperlinks using the Project Guide 1 2 51 On the Project Guide toolbar, click the Tasks button. In the Tasks pane, click the Link to or attach more task information link, and then follow the instructions that appear on your screen. To check a project plan’s duration and other statistics 1 2 52 On the Project menu, click Project Information. In the Project Information dialog box, click the Statistics button. To see an entire project plan in the timescale in the Gantt Chart view 1 2 On the View menu, click Zoom. Click Entire project, and then click OK. Chapter 3 Setting Up Resources Page 56 To set up people and equipment resources using the Project Guide 1 2 56 On the Project Guide toolbar, click the Resources button. In the Resources pane, click the Specify people and equipment for the project link, and then follow the instructions that appear on your screen. To set up people and equipment resources 1 2 3 4 5 6 62 On the View menu, click Resource Sheet. In the Resource Name field, enter the resource’s name. In the Type field, click Work. In the Max. Units field, type or click the maximum capacity of this resource to accomplish any task. Enter whatever other resource information would be useful to your project. Repeat steps 2 through 5 for each resource. To set up material resources 1 2 3 On the View menu, click Resource Sheet. In the Resource Name field, enter the material resource’s name. In the Type field, click Material. xxi Quick Reference 4 5 6 7 64 In the Material Label field, enter the unit of measure you want to use for this resource. For example, you might measure cement in pounds or tons. In the Std. Rate field, enter the cost per unit of measure for this material resource. Enter whatever other resource information would be useful for your project. Repeat steps 2 through 6 for each resource. To enter resource pay rates 1 2 3 4 5 6 66 On the View menu, click Resource Sheet. In the Std. Rate field, enter the resource’s pay rate, including the duration of a pay period. If the resource should accrue overtime pay, enter his or her overtime pay rate in the Ovt. Rate field. If the resource accrues a per-use cost, enter that amount in the Cost/Use field. In the Accrue At field, click the method by which the resource accrues cost. Repeat steps 2 through 5 for each resource. To adjust working time for individual resources 1 2 3 4 69 On the Tools menu, click Change Working Time. In the For box, click the name of the resource whose working time you want to change. In the calendar below the Select Date(s) label, click the date range or day(s) of the week for which you want to adjust working time. Under Set selected date(s) to, click the options you want. To document resources with resource notes 1 2 3 4 Switch to a resource view such as the Resource Sheet view. Click the name of the resource for which you want to create a note. On the Standard toolbar, click the Resource Notes button. In the Resource Information dialog box, type the note you want associated with this resource. Chapter 4 Assigning Resources to Tasks Page 72 To assign resources using the Project Guide 1 2 On the Project Guide toolbar, click Resources. In the Resources pane, click the Assign people and equipment to tasks link, and then follow the instructions that appear on your screen. xxii Quick Reference 73 To assign resources using the Assign Resources dialog box 1 2 3 On the Standard toolbar, click Assign Resources. In the Gantt Chart view, click the name of the task to which you want to assign a resource. In the Resource Name column of the Assign Resources dialog box, click a resource, and then click the Assign button. 78 To control how Project schedules the work on a task after assigning an additional resource 1 2 82 Assign an additional resource to a task. Click the Smart Tag Actions button, and choose the action you want. To assign material resources to tasks 1 2 3 On the Standard toolbar, click Assign Resources. In the Gantt Chart view, click the name of the task to which you want to assign a resource. In the Resource Name column of the Assign Resources dialog box, click a resource, and in the Units column, enter the number of units of the material resource you want to assign. Click the Assign button. 4 Chapter 5 Formatting and Printing Your Plan Page 86 To create a custom view 1 2 On the View menu, click More Views. In the More Views dialog box, do one of the following: ■ ■ ■ To create a view, click the New button. Click Single view or Combination view in the Define New View dialog box, and then click OK. To redefine a view, click the view's name, and then click the Edit button. To create a new view based on another view, click the view's name, and then click the Copy button. 3 89 In the View Definition dialog box, choose the options you want. To format Gantt bars with the Gantt Chart Wizard 1 2 On the Format menu, click Gantt Chart Wizard. Follow the instructions that appear on your screen. xxiii Quick Reference 92 To draw a text box on a Gantt chart 1 2 3 94 On the View menu, point to Toolbars, and then click Drawing. On the Drawing toolbar, click the Text Box button, and then drag a small square anywhere on the chart portion of a Gantt Chart view. In the square you just drew, type the text you want. To format a category of text in a view 1 2 3 97 On the Format menu, click Text Styles. In the Item to Change list, click the type of text you want to format. Select the font and other formatting options you want. To format selected text in a view 1 2 3 102 Click the cell that contains the text you want to format. On the Format menu, click Font. Select the font and other formatting options you want. To edit a report’s header 1 2 3 4 5 On the View menu, click Reports. Click a report category, or to see all reports, click Custom, and then click the Select button. Select the report you want, and then click the Select or Preview button. On the Print Preview toolbar, click the Page Setup button. In the Page Setup dialog box, click the Header tab, and select the options you want. Chapter 6 Tracking Progress on Tasks Page 108 To save a baseline using the Project Guide 1 2 110 On the Project Guide toolbar, click the Track button. In the Track pane, click the Save a baseline plan to compare with later versions link, and then follow the instructions that appear on your screen. To display the Variance table in the Task Sheet view 1 2 3 On the View menu, click More Views to display the More Views dialog box. In the Views box, click Task Sheet, and click the Apply button. On the View menu, point to Table: Entry, and click Variance. xxiv Quick Reference 111 To track a project as scheduled 1 2 On the Tools menu, point to Tracking, and click Update Project. In the Update Project dialog box, make sure the Update work as complete through option is selected. In the adjacent date list, type or click the date you want, and click OK. 112 To enter a task’s percent complete using the Project Guide 1 2 3 4 5 6 114 On the Project Guide toolbar, click the Track button. In the Track pane, click the Prepare to track the progress of your project link. Click the Save and go to Step 2 link. Click Always track by entering the Percent of Work Complete, and then click the Save and Finish link at the bottom of the Setup Tracking pane. In the Track pane, click the Incorporate progress information into the project link. In the % Work Complete field for a task, type or click the percent complete value you want, and then press F. To enter actual values for tasks using the Project Guide 1 2 3 4 5 6 116 On the Project Guide toolbar, click the Track button. In the Track pane, click the Prepare to track the progress of your project link. Click the Save and go to Step 2 link. Click Always track by entering the Actual Work Done and Work Remaining, and then click Save and Finish. In the Track pane, click the Incorporate progress information into the project link. In the Actual Work field for a task, type or click the actual work value you want, and then press F. To enter actual start dates and durations of tasks 1 2 3 4 Click the task for which you want to enter actual values. On the Tools menu point to Tracking, and then click Update Tasks. In the Start field in the Actual box on the left side of the Update Tasks dialog box, type or click the start date you want. In the Actual dur field, type or click the duration value you want, and then click OK. xxv Quick Reference Chapter 7 Fine-Tuning Task Details Page 126 To change task relationships 1 2 3 126 Click the successor task whose predecessor relationship you want to change. On the Standard toolbar, click the Task Information button. In the Task Information dialog box, click the Predecessors tab, and then select the options you want. To enter lead and lag time between predecessor and successor tasks 1 2 3 4 127 Click the successor task whose lead or lag time with a predecessor you want to change. On the Standard toolbar, click the Task Information button. In the Task Information dialog box, click the Predecessors tab. In the Lag field for a predecessor task, enter the value you want (enter a positive value for lag time, or a negative value for lead time). To change the task relationship between tasks 1 2 3 4 131 Click the successor task whose relationship with a predecessor you want to change. On the Standard toolbar, click the Task Information button. In the Task Information dialog box, click the Predecessors tab. Click in the Type column for a predecessor task, and click the type of task relationship you want. To apply a constraint to a task using the Project Guide 1 2 133 On the Project Guide toolbar, click the Tasks button. Click the Set deadlines and constrain tasks link, and then follow the instructions that appear on your screen. To view a project’s critical path 1 2 136 On the View menu, click More Views. In the More Views dialog box, click Detail Gantt, and then click the Apply button. To interrupt work on a task 1 2 On the Standard toolbar, click the Split Task button. Move the mouse pointer over the task’s Gantt bar where you want to start the split, click, and then drag to the right. xxvi Quick Reference 139 To create a new base calendar 1 2 3 4 5 6 7 8 140 On the Tools menu, click Change Working Time. In the Change Working Time dialog box, click the New button. In the Name box, type a name for the base calendar. Click Create new base calendar, or click Make a copy of and then choose the base calendar on which you want to base the new calendar. Click OK. In the Selected Date(s) box, click the days of the week for which you want to change working and nonworking time. Under Set selected date(s) to, click Nonworking time for those days you want to mark as nonworking time. For working days, in the From and To boxes, enter the working time you want. To apply a task calendar to a task 1 2 3 4 5 140 In the Gantt Chart view, click a task. On the Standard toolbar, click the Task Information button. In the Task Information dialog box, click the Advanced tab. In the Calendar box, choose the task calendar you want to apply. If you want the task calendar to override resource calendar settings, click the Scheduling ignores resource calendars box. To change a task type 1 2 3 4 145 In the Gantt Chart view, click a task. On the Standard toolbar, click the Task Information button. In the Task Information dialog box, click the Advanced tab. In the Task Type box, click the task type you want. To enter a deadline date using the Project Guide 1 2 148 On the Project Guide toolbar, click the Tasks button. In the Tasks pane, click the Set deadlines and constrain tasks link, and then follow the instructions that appear on your screen. To enter a fixed cost 1 2 3 On the View menu, point to Table: Entry, and then click Cost. In the Fixed Cost field for the task you want, type or click an amount, and press In the Fixed Cost Accrual field, choose a method, and then press D. F. xxvii Quick Reference 149 To create a recurring task 1 2 3 In the Gantt Chart view, click the task above which you want to insert a recurring task. On the Insert menu, click Recurring Task. In the Recurring Task Information dialog box, select the options you want. Chapter 8 Fine-Tuning Resource and Assignment Details Page 156 To create multiple pay rates for a resource 1 2 3 4 5 6 158 Switch to a resource view such as the Resource Sheet view. Click the name of the resource for whom you want to create an additional pay rate. On the Standard toolbar, click the Resource Information button. In the Resource Information dialog box, click the Costs tab. Under Cost rate tables, the resource’s initial pay rate information appears on tab A. Click one of the other tabs, and then enter the rate information you want. To apply different cost rate tables, pick the one you want in the Cost Rate Tables field when you are in a usage view. To create multiple pay rates that apply at different times 1 2 3 4 5 6 7 Switch to a resource view such as the Resource Sheet view. Click the name of the resource for whom you want to create an additional pay rate. On the Standard toolbar, click the Resource Information button. In the Resource Information dialog box, click the Costs tab. Click the tab of the rate you want to edit. In the second or later row of the Effective Date column, enter the date the new pay rate is to take effect. In the Standard Rate column (and, if applicable, the Overtime Rate or Per Use Cost columns), enter either a dollar amount or a positive or negative percentage of the existing pay rate. If you enter a percentage value, Project will calculate the new pay rate amount. 159 To customize a resource’s availability over time 1 2 3 Switch to a resource view such as the Resource Sheet view. Click the name of the resource whose availability you want to change. On the Standard toolbar, click the Resource Information button. xxviii Quick Reference 4 5 161 In the Resource Information dialog box, click the General tab. In the Resource Availability grid, enter the date ranges and unit values you want. To delay the start of an assignment 1 2 3 4 5 163 On the View menu, click Task Usage or Resource Usage. Click the assignment you want to delay. On the Standard toolbar, click the Assignment Information button. In the Assignment Information dialog box, click the General tab. In the Start box, type or click the date on which you want the selected resource to start work on the assignment, and then click OK. To apply a contour to an assignment 1 2 3 4 5 166 On the View menu, click Task Usage or Resource Usage. Click the assignment for which you want to contour to an assignment. On the Standard toolbar, click the Assignment Information button. In the Assignment Information dialog box, click the General tab. In the Work Contour box, click the contour you want, and then click OK. To apply a different cost rate to an assignment 1 2 3 4 5 168 On the View menu, click Task Usage or Resource Usage. Click the assignment for which you want to apply a different cost rate table. On the Standard toolbar, click the Assignment Information button. In the Assignment Information dialog box, click the General tab. In the Cost Rate Table box, type or click the rate table you want to apply to this assignment, and then click OK. To enter a material resource consumption rate on an assignment 1 2 3 In the Gantt Chart view, click the name of the task to which you want to assign a material resource. On the Standard toolbar, click the Assign Resources button. In the Assign Resources dialog box, in the Units field for the material resource, type the consumption rate you want in the format quantity/time period. For example, to specify 20 feet per hour, type 20/hr. Click the Assign button. 4 xxix Quick Reference Chapter 9 Fine-Tuning the Project Plan Page 174 To view resource allocations over time using the Project Guide 1 2 180 On the Project Guide toolbar, click the Report button. In the Report pane, click the See how resources’ time is allocated link, and then follow the instructions that appear on your screen. To manually resolve resource overallocations by changing assignment units 1 2 3 4 5 186 On the View menu, click More Views, click Resource Allocation, and then click the Apply button In the Resource Name column, click the name of an assignment for the resource you want to work with. On the Standard toolbar, click the Assignment Information button. In the Assignment Information dialog box, click the General tab. In the Units box, enter the unit value you want, and then click OK. To level overallocated resources 1 2 191 On the Tools menu, click Level Resources, and then choose the leveling options you want. Click Level Now. To examine project costs and display the project summary task 1 2 3 4 5 193 On the View menu, click More Views, click Task Sheet, and then click the Apply button. On the Tools menu, click Options. In the Options dialog box, click the View tab. Under the Outline options for label, select the Show project summary task check box, and then click the OK button. On the View menu, point to Table: Entry, and click Cost. To check a project’s finish date 1 2 On the Project menu, click Project Information. In the Project Information dialog box, click the Statistics button. xxx Quick Reference Chapter 10 Organizing and Formatting Project Details Page 198 To sort data in a view 1 2 Switch to the view or table you want to sort. On the Project menu, point to Sort, and then click the field by which you want to sort the view. To specify a custom sort, click Sort By, and in the Sort dialog box, choose the options you want. 202 To group data in a view 1 2 Switch to the view or table you want to group. On the Project menu, point to Group By: No Group, and then choose the criteria by which you want to group the view. To specify different grouping options, click Customize Group By, and then choose the options you want in the Customize Group By dialog box. 207 To turn AutoFilter on or off ● 207 On the Formatting toolbar, click the AutoFilter button. To filter data in a view 1 2 3 208 Switch to the view you want to filter. On the Project menu, point to Filtered For, and click More Filters. In the More Filters dialog box, choose the filter you want, and then click the Apply button. To create a custom filter 1 2 3 210 On the Project menu, point to Filtered For: All Tasks (for task views) or All Resources (for resource views), and then click More Filters. In the More Filters dialog box, click the New button. In the Filter Definition dialog box, select the options you want. To remove a filter ● On the Project menu, point to Filtered For:<filter name>, and then click All Tasks (for task views) or All Resources (for resource views). xxxi Quick Reference 211 To create a custom table 1 2 On the View menu, point to Table: Entry, and then click More Tables. In the More Tables dialog box, do one of the following: ■ ■ ■ To create a new table, click the New button. To redefine a table, click the table's name, and then click the Edit button. To create a new table based on another table, click the table's name, and then click the Copy button. 3 215 In the Table Definition dialog box, choose the options you want. To create a custom view 1 2 On the View menu, click More Views. In the More Views dialog box, do one of the following: ■ ■ ■ To create a view, click the New button. Select the Single view or Combinaş tion view option in the Define New View dialog box, and then click OK. To redefine a view, click the view's name, and then click the Edit button. To create a new view based on another view, click the view's name, and then click the Copy button. 3 In the View Definition dialog box, choose the options you want. Chapter 11 Printing Project Information Page 225 To see the page setup options for views 1 2 1 2 3 ● Switch to a view you want. On the File menu, click Page Setup. 226 To see the page setup options for reports On the View menu, click Reports. In the Reports dialog box, click Custom, and then click the Select button. In the Custom Reports dialog box, click a report, and then click the Setup button. 229 To preview a view before printing On the File menu, click Print Preview. xxxii Quick Reference 229 To work in the Print Preview window 1 2 On the File menu, click Print Preview. Do one of the following: ■ ■ ■ ■ ■ 234 To navigate between pages of a multi-page print job, click a page navigation button. To zoom out to see all pages of a print job, click the Multiple Pages button. To change page setup options such as header or legend text, click the Page Setup button, and choose the options you want. To display the Print dialog box and set other options, or to print what you see in the Print Preview window, click the Print button. To exit the Print Preview window, click the Close button. To print a predefined report 1 2 3 4 234 On the View menu, click Reports. In the Reports dialog box, click the category of report you want, and then click the Select button. In the dialog box that appears next, click the specific report you want to print, and click the Select button. In the Print Preview window, click Print. To edit a predefined report 1 2 3 4 On the View menu, click Reports. In the Reports dialog box, click the category of report you want, and then click the Select button (or for custom reports, click the Preview button). In the dialog box that appears next, click the specific report you want to edit, and then click the Edit button. In the dialog box that appears next, choose the options you want. Chapter 12 Publishing Project Information Online Page 242 To save a snapshot of a view as a GIF image 1 2 Set up the view with the specific details (such as the table, filter, or group) you want. On the Standard toolbar, click the Copy Picture button. xxxiii Quick Reference 3 4 246 Under the Render Image label, click To GIF image file, and then specify the file name and location you want. Select whatever other options you want, and click OK. To customize how Project saves a Web page 1 2 3 On the File menu, click Save As Web Page. Specify the file name and location you want, and click the Save button. In the Export Wizard, select the options you want. Chapter 13 Sharing Project Information with Other Programs Page 256 To copy text from a Project table to the Windows Clipboard 1 2 3 258 Set up the table to display only the data you want to copy—for example, apply a filter or insert or hide columns. Select the range of data you want to copy. On the Edit menu, click Copy Cell, Copy Task, or Copy Resource. To copy a snapshot of a view to the Windows Clipboard 1 2 3 4 260 Set up the view with the specific details (such as tables, filters, or groups) you want. On the Standard toolbar, click Copy Picture. In the Copy Picture dialog box, click either For screen, to optimize the snapshot for online viewing, or For printer, to optimize it for printing. Select whatever other options you want, and then click OK. To create a new Project summary report for Word, PowerPoint, or Visio 1 2 265 On the View menu point to Toolbars, and click Analysis. On the Analysis toolbar, click the Copy Picture to Office Wizard button, and then follow the instructions that appear on your screen. To open a file in a different format in Project 1 2 3 4 On the File menu, click Open. In the Files of type box, click the file format you want. Locate and click the specific file you want to open, and then click the Open button. If the file you selected is not in Project format, the Import Wizard appears. Follow the instructions that appear on your screen. xxxiv Quick Reference 271 To save a Project file in a different format 1 2 3 4 On the File menu, click Save As. In the Save As dialog box, click the location, and enter the file name you want. In the Save as type box, click the format you want, and then click the Save button. Follow the instructions that appear on your screen in the Export Wizard. Chapter 14 Tracking Progress on Tasks and Assignments Page 279 To update a baseline 1 2 3 283 On the Tools menu, point to Tracking, and then click Save Baseline. In the Save Baseline dialog box, select the baseline you want to update. Under For, click either Entire project or Selected tasks. To enter task-level or assignment-level actual work values 1 2 3 283 On the View menu, click Task Usage. On the View menu, point to Table: Usage, and then click Work. Enter the actual work values you want for a task or assignment in the Actual column. To enter daily (or other time period’s) actual work values per task or assignment 1 2 3 4 5 297 On the View menu, click Task Usage. Click the name of the task or assignment for which you want to enter actual values. On the Standard toolbar, click the Go To Selected Task button. On the Format menu, point to Details, and click Actual Work. In the timescale grid, enter the task or assignment value you want in the Act. Work field. To reschedule uncompleted work 1 2 On the Tools menu, point to Tracking, and then click Update Project. Click Reschedule uncompleted work to start after, and in the date box type or click the date you want. Chapter 15 Viewing and Reporting Project Status Page 303 To identify tasks that have slipped in a view ● On the View menu, click Tracking Gantt. xxxv Quick Reference 305 To filter for tasks that have slipped 1 2 306 On the Project menu, point to Filtered For: All Tasks, and then click More Filters. In the More Filters dialog box, click Slipping Tasks, and then click the Apply button. To see schedule variance ● 309 On the View menu, point to Table: Entry, and then click Variance. To see task costs in a view 1 2 3 312 On the View menu, click More Views. In the More Views dialog box, click Task Sheet and then click Apply. On the View menu, point to Table: Variance, and click Cost. To see task costs and overbudget tasks using the Project Guide 1 2 3 314 On the Project Guide toolbar, click the Report button. In the Report pane, click the See project costs link. In the Project Costs pane under Apply a filter, click Cost Overbudget. To sort resources by cost 1 2 3 4 5 315 On the View menu, click Resource Sheet. On the View menu, point to Table: Entry and click Cost. On the Project menu, point to Sort, and click Sort By. In the Sort dialog box, in the Sort By box, click Cost, and then select the Descending option. Make sure the Permanently renumber resources check box is cleared, and then click the Sort button. To sort resources by cost variance 1 2 3 4 5 On the View menu, click Resource Sheet. On the View menu, point to Table: Entry and click Cost. On the Project menu, point to Sort and click Sort By. In the Sort dialog box, in the Sort By box, click Cost Variance. Make sure the Permanently renumber resources check box is cleared, and then click the Sort button. xxxvi Quick Reference Chapter 16 Getting Your Project Back on Track Page 330 To edit resource assignments’ work values 1 2 332 On the View menu, click Resource Usage. In the Work column, edit the values you want. To replace one resource with another 1 2 3 4 5 334 On the View menu, click Task Usage. Click the Task Name column heading. On the Standard toolbar, click the Assign Resources button. In the Assign Resources dialog box, in the Resource Name column, click the name of the resource you want to replace, and then click the Replace button. In the Replace Resource dialog box, click the name of the replacement resource, and click OK. To filter for critical tasks ● 335 On the Project menu, point to Filtered For: All Tasks, and then click Critical. To enter overtime work values in the Task Form 1 2 3 4 On the View menu, click Gantt Chart. On the Window menu, click Split. Click anywhere in the Task Form, on the Format menu, point to Details, and then click Resource Work. In the Ovt. Work column for the resource to which you want to assign overtime work, enter the number of hours of overtime work you want. Chapter 17 Applying Advanced Formatting Page 344 To format bar styles in a Gantt chart view 1 2 349 On the Format menu, click Bar Styles. In the Bar Styles dialog box, select the options you want. To display horizontal gridlines on the chart portion of a Gantt chart view 1 2 On the Format menu, click Gridlines. In the Lines to change box, make sure that Gantt Rows is selected, and then in the Type box, click the type of line you want. xxxvii Quick Reference 354 To format bars in the Calendar view 1 2 3 On the View menu, click Calendar. On the Format menu, click Bar Styles. In the Bar Styles dialog box, select the options you want. Chapter 18 Customizing Project Page 361 To copy a custom element from one project plan to another through the Organizer 1 First open the project plan that contains the custom element (such as a custom table), and then open the project plan to which you want to copy the custom element. On the Tools menu, click Organizer. Click the tab name that corresponds to the type of custom element you want to copy. In the <Custom Elements> available in drop-down list on the left side of the Organizer dialog box, click the name of the project plan that contains the custom element. Click the Copy button. 2 3 4 5 365 To record a macro 1 2 3 4 5 6 368 On the Tools menu, point to Macro, and then click Record New Macro. In the Macro name box, enter a name for the macro (no spaces allowed). In the Store macro in box, click This Project to store the macro in the active project plan, or Global File to store it in the global template. Click OK. Perform the actions you want recorded in the macro. On the Tools menu, point to Macro, and then click Stop Recorder. To run a macro 1 2 369 On the Tools menu, point to Macro, and then click Macros. In the Macro name box, click the name of the macro you want to run, and then click the Run button. To edit a macro in the Visual Basic Editor 1 2 On the Tools menu, point to Macro, and then click Macros. In the Macro name box, click the name of the macro you want to edit, and then click the Edit button. xxxviii Quick Reference 3 4 374 In the Visual Basic Editor, edit the macro. On the File menu in the Visual Basic Editor, click Close and Return to Microsoft Project. To create a custom toolbar 1 2 3 4 375 On the Tools menu, point to Customize, and then click Toolbars. Click the Toolbars tab. Click the New button. In the Toolbar Name box, type the toolbar name you want, and then click OK. To add a command to a custom toolbar 1 2 3 4 377 On the Tools menu, point to Customize, and then click Toolbars. Click the Commands tab. In the Categories list, click the category you want. Drag the command you want from the Commands list to the custom toolbar. To edit the graphic image and text that appears on a custom toolbar button 1 2 3 4 5 6 On the Tools menu, point to Customize, and then click Toolbars. Click the Commands tab. Click the custom button you want to modify on the custom toolbar. Click the Modify Selection button, and then point to Change Button Image. In the list of images that appears, click the image you want. Click Modify Selection, and in the Name box, type the text you want for the custom button name. Chapter 19 Measuring Performance with Earned Value Analysis Page 383 To set the project status date 1 2 383 On the Project menu, click Project Information. In the Project Information dialog box, in the Status Date box, type or click the status date you want, and click OK. To view earned value schedule indicators 1 2 3 4 On the View menu, click More Views. In the More Views dialog box, click Task Sheet and then click Apply. On the View menu, point to Table: Entry, and click More Tables. In the More Tables dialog box, click Earned Value Schedule Indicators, and click the Apply button. xxxix Quick Reference 385 To view earned value cost indicators 1 2 3 4 On the View menu, click More Views. In the More Views dialog box, click Task Sheet and then click Apply. On the View menu, point to Table: Entry, and click More Tables. In the More Tables dialog box, click Earned Value Cost Indicators, and click the Apply button. Chapter 20 Consolidating Projects and Resources Page 393 To create a resource pool 1 2 3 4 5 6 7 8 397 Create a new project plan. Save the new project plan that will become a resource pool. Open one of the project plans you want to make a sharer plan. On the Tools menu, point to Resource Sharing, and click Share Resources. Under Resources for <Sharer Plan Name>, click Use resources. In the From list, click the name of your resource pool, and click OK to close the Share Resources dialog box. If you have more than one sharer plan, open another sharer plan. Repeat steps 3 through 7 for the other sharer plans. To view assignment details in the resource pool 1 2 3 400 On the View menu, click Resource Usage. In the Resource Name column, click the name of a resource. On the Window menu, click Split to display the Resource Form. To update a resource’s working time in the resource pool 1 2 3 Open the resource pool as read-write. On the View menu, click Resource Usage. In the Resource Name column of the Resource Usage view, click the name of the resource whose working time you want to change, and click the Resource Informaş tion button. In the Resource Information dialog box, click the Working Time tab. In the calendar below the Select Date(s) label, drag the vertical scroll bar or click the up or down arrow buttons until the month and year you want appears. 4 5 xl Quick Reference 6 7 402 Click the dates you want to designate as nonworking time. Under Set selected date(s) to, click Nonworking time, and click OK to close the Resource Information dialog box. To update working time for all sharer plans from the resource pool 1 2 3 4 Open the resource pool as read/write. On the Tools menu, click Change Working Time. In the Change Working Time dialog box, in the For box, click the base calendar you want to change, for example Standard (Project Calendar). In the calendar below the Select Date(s) label, drag the vertical scroll bar or click the up or down arrow buttons until the month and year you want appears, and then click the specific days you want to make nonworking time. Under Set selected date(s) to, click Nonworking time. Click OK to close the Change Working Time dialog box. 5 6 404 To link new project files to the resource pool 1 2 3 4 5 6 406 Open the resource pool as read/write. On the Standard toolbar, click the New button. On the Tools menu, point to Resource Sharing, and click Share Resources. In the Share Resources dialog box, under Resources for <File Name>, click Use resources. In the From list, click the name of the resource pool, and click OK to close the Share Resources dialog box. Save the sharer plan and resource pool. To edit a sharer plan and update the resource pool 1 2 3 4 410 Open a sharer plan. When prompted, open the resource pool. In the sharer plan, make changes to assignments. On the Tools menu, point to Resource Sharing, and click Update Resource Pool. To create a consolidated project plan 1 2 3 On the Standard toolbar, click the New button. Save the new project plan. On the Insert menu, click Project. xli Quick Reference 4 In the Insert Projects dialog box, locate and click the project plan you want to insert into the consolidated project plan. To select multiple plans, hold down the H key while you click the name of each plan. Click the Insert button. 5 413 To create task dependencies between projects 1 2 3 4 5 6 7 Open the two project plans between which you want to create a task dependency. Switch to the project plan that contains the task you want to make the successor task. On the View menu, click Gantt Chart. Click the name of the task you want to make the successor task. On the Standard toolbar, click the Task Information button. Click the Predecessors tab. In the ID column, click the next empty cell below any other predecessor tasks, and enter the name of the predecessor task from the other project file in this format: Filename\\Task ID. Press 8 F, and click OK to close the Task Information dialog box. Chapter 21 Planning Work with Project Server Note Page 422 These procedures require Project Professional with access to Project Server. To create a new plan based on a template (project manager activity) 1 2 3 427 In Project Professional, on the File menu click New. In the New Project pane, under Templates click On my computer. In the Templates dialog box, click the Project Templates tab, and double-click the template you want. To run the Resource Substitution Wizard (project manager activity) 1 2 3 In Project Professional, open an enterprise project plan that contains generic or work resources that you want to replace. On the Tools menu, click Substitute Resources In the Resource Substitution Wizard, follow the instructions that appear on your screen. xlii Quick Reference 437 To publish a project plan to Project Server (project manager activity) 1 2 3 In Project Professional, develop a project plan to the point that you are ready to publish it to Project Server. On the Collaborate menu point to Publish, and then click All Information. To republish updated information, on the Collaborate menu point to Publish, and then click New and Changed Assignments. Chapter 22 Tracking Work with Project Server Note These procedures require Project Professional or Project Web Access with access to Project Server, or Outlook with the Outlook integration add-in installed from Project Server. Page 442 To report task changes through Project Web Access (resource activity) 1 2 3 4 442 Log in to Project Web Access. Click the Tasks tab to display the Tasks Center. In the Tasks Center, record the actual work, percent complete, or other task status you want. Click Update All. To report upcoming nonworking time through Project Web Access (resource activity) 1 2 3 4 446 Log in to Project Web Access. Click the Tasks tab to display the Tasks Center. Click the Notify your manager of time you will not be available for project work in the pane on the left. Record the type of nonworking time you want to report, and then click Submit. To manage tasks through the Outlook calendar (resource activity) 1 2 Start Outlook and display the calendar. Do one of the following: ■ ■ To import new or updated task assignments, click the Import New Assignş ments button on the Project Web Access toolbar. To record progress on an assignment, double-click the assignment’s appointment in the calendar, click the Project Web Access tab, and record the values you want. xliii Quick Reference 451 To accept task changes from resources (project manager activity) 1 2 3 4 5 Log in to Project Web Access. Click the Updates tab to display the Updates Center. For the task changes you want to accept, click in the Accept? column and in the drop-down list that appears click Accept. Click Update. After Project Server updates the affected plans in Project Professional, evaluate the impact of the task changes on the overall schedule. 456 To see multi-project status and drill into a specific project (executive or other stake- holder activity) 1 2 3 4 Log in to Project Web Access. Click the Projects tab to display the Project Center. Change the display options or active view to see the projects published to Project Server. To display information for a specific project, in the Project Name column click the name of the project you’d like to see. Chapter 23 Managing Risks, Issues, and Documents with Project Server Note Server. Page 464 These procedures require Windows SharePoint Services integrated with Project To create a new risk (executive, project manager, or resource activity) 1 2 3 467 Log in to Project Web Access. Click the Resources tab, and then select a project with which you want to associate a risk. Enter the risk information you want. To create a new issue (executive, project manager, or resource activity) 1 2 3 Log in to Project Web Access. Click the Issues tab, and then select a project with which you want to associate an issue. Enter the issue information you want. xliv Quick Reference 470 To upload a document (executive, project manager, or resource activity) 1 2 3 Log in to Project Web Access. Click the Documents tab, and then select a project with which you want to associate a document. In the document library, click Upload Document, and locate the document you want. xlv I Managing a Simple Project 1 Work with views, page 16 Work with reports, page 21 Set the project start date in the Project Guide, page 23 Modify the project calendar, page 26 2 Chapter 1 at a Glance Glance 1 Getting Started with Project In this chapter you will learn to: ✔ Understand the family of Microsoft Office Project 2003 products. ✔ ✔ ✔ ✔ ✔ ✔ ✔ Understand what a good project management tool can help you do. Start Project Standard or Project Professional, and identify the major parts of the Project window. Use views to work with project plan details in different ways. Use reports to print project plan details. Create a project plan and enter a project start date. Set the working and nonworking time for a project. Enter a project plan’s properties. Project management is a broadly practiced art and science. If you’re reading this book, there’s a good chance that either you’re seriously involved in project manageş ment, or you want to be. At its heart, project management is a toolbox of skills and tools that help you predict and control the outcomes of endeavors your organization undertakes. Your organization might do other work apart from projects. Projects (such as a film project) are distinct from ongoing operations (such as payroll services) in that projects are temporary endeavş ors undertaken to create some sort of unique deliverable or end result. With a good project management system in place, you should be able to answer such questions as ■ ■ ■ ■ ■ ■ What tasks must be done to produce the deliverable of the project? Who will complete these tasks? What’s the best way to communicate project details to people who have an interest in the project? When should each task be performed? How much will it cost? What if some tasks are not completed as scheduled? 3 1 Getting Started with Project Part I: Managing a Simple Project Good project management does not guarantee the success of every project, but poor project management usually guarantees failure. Microsoft Office Project 2003 should be one of the most frequently used tools in your project management toolbox. This book explains how to use Project to build project plans complete with tasks and resources, use the extensive formatting features in Project to organize and format the project plan details, track actual work against the plan, and take corrective action when things get off track. See Also If you are new to project management, stop right here and read Appendix A, “A Short Course in Project Management,” before proceeding with this chapter. It won’t take you long, and it will help you properly assess and organize your specific project scheduling needs and build solid plans in Project. Most of the exercises in this book revolve around a fictitious film production comş pany, Southridge Video and Film Productions. Chances are you don’t work for a film production company, but you probably have seen a TV commercial or film recently. Each is its own project; some in fact are fairly complex projects involving hundreds of resources and aggressive deadlines. We think you’ll be able to recognize many of the scheduling problems Southridge Video encounters and apply the solutions to your own scheduling needs. This chapter walks you through the Project interface and presents the steps necessary to create a new project plan in Project. Important To follow along with the exercises in this book, you need to install the practice files from the companion CD. (You cannot just copy the files.) You will find instructions for installing the files in “Using the Book’s CD-ROM,” on page xiii. Managing Your Projects with Project The best project management tool in the world can never replace your good judgş ment. However, the tool can and should help you accomplish the following: ■ ■ ■ ■ Track all the information you gather about the work, duration, costs, and resource requirements for your project. Visualize and present your project plan in standard, well-defined formats. Schedule tasks and resources consistently and effectively. Exchange project information with other Microsoft Office System applications. 4 Part I: Managing a Simple Project Getting Started with Project 1 ■ ■ Communicate with resources and other stakeholders while you, the project manager, retain ultimate control of the project. Manage projects using a program that looks and feels like other desktop proş ductivity applications. The Microsoft Office Project 2003 family encompasses a broad range of products, including the following: ■ Microsoft Office Project 2003 Standard edition, a Windows-based desktop appliş cation for project management. The Standard edition is designed for the single project manager and does not interact with Project Server. The previous version, Project Standard 2002, could be used with Project Server for some collaborative functions, but Project Standard 2003 is a stand-alone product. Microsoft Office Project 2003 Professional edition, a Windows-based desktop application that includes the full feature set of the Standard edition, plus—when used with Project Server—additional project team planning and communications features. Project Professional plus Project Server represents Microsoft’s enterprise project management (EPM) product offering. Microsoft Office Project 2003 Server, an intranet-based solution that enables enterprise-level project collaboration, timesheet reporting, and status reporting when used in conjunction with Project Professional. Microsoft Office Project 2003 Web Access, the Internet Explorer–based interface for working with Project Server. To learn more about the new features in Project 2003 and the differences between the Standard and Professional editions, type What’s new? into the Search box in the upper right corner of the Project window. The Search box initially contains the text Type a question for help. ■ ■ ■ Tip Most of the chapters in this book focus on the feature set of Project Standard, the entry-level desktop project management tool. The chapters in Part 4 introduce you to the enterprise project management features available with Project Professional and Project Server. All of the content in this book that applies to Project Standard also applies to Project Professional, so you can use either edition of Project to complete Parts 1 through 3 of this book. If you have Project Professional and access to Project Server, you can also explore the features introduced in Part 4. Otherwise, you can browse through Part 4 to help you decide whether you or your organization should be using Project Professional and Project Server. 5 1 Getting Started with Project Part I: Managing a Simple Project What Can a Scheduling Engine Do for You? Many projects are not managed with a real scheduling tool such as Project, but they should be. It’s common to see task and resource lists from spreadsheet programs such as Excel, or even nicely formatted Gantt charts from drawing programs such as Visio. One big advantage Project has over such applications is that it includes a scheduling engine— a computational brain that can handle issues such as ripple effects when task 1 in a 100-task sequence changes its start date. This scheduling engine can also account for nonworking time such as weekends when calculating a task’s start and finish dates. Applications such as Excel and Visio might have a place in your project management toolbox, but to be really successful you’ll need a scheduling engine such as Project. Starting Project Standard Note Follow the steps in this section if you have Microsoft Office Project Standard. If you have Microsoft Office Project Professional, skip this section and refer to the next secş tion, “Starting Project Professional.” If you don’t know which edition of Project you have, Start Project, and on the Help menu click About Microsoft Office Project. The dialog box that appears indicates which edition you have. Project Standard is a member of the Microsoft Office System, so much of what you see in Project is similar to what you see in Word, Excel, and Access. For example, Project’s menu bar and toolbars are similar in organization, if not in content, to other Office applications. In this exercise, you’ll start Project Standard, create a file based on a template (a file containing some initial data that you can use as a starting point for a new project plan), and see the major areas of the default Project interface. 1 2 On the Windows taskbar, click the Start button. The Start menu appears. On the Start menu, point to All Programs (in Microsoft Windows XP) or Programs (in previous versions of Windows), point to Microsoft Office, and then click Microsoft Office Project 2003. Project Standard appears. Your screen should look similar to the following illustration: 6 Part I: Managing a Simple Project Menu bar Getting Started with Project Project plan window 1 Search for Help box Toolbars Task pane Toolbar Options Depending on the screen resolution you have set on your computer and which toolbar buttons you use most often, it’s possible that not every button on every toolbar will appear on your Project toolbars. If a button mentioned in this book doesn’t appear on a toolbar, click the Toolbar Options down arrow on that toolbar to display the rest of the available buttons. If you’ve used Office applications, or if you’re upgrading from a previous version of Project, you’ll be familiar with many of the major interface elements in the Project window. Let’s walk through them: Important ■ ■ The main menu bar enables you to give instructions to Project. Toolbars provide quick access to the most common tasks; most toolbar buttons correspond to a menu bar command. Like other Office applicaş tions, Project customizes the menus and toolbars for you, based on how frequently you use specific commands or toolbar buttons. The most freş quently used commands and buttons will remain visible on the menus and toolbars, whereas the commands and buttons you don’t use will be tempoş rarily hidden. The project plan window contains a view of the active project plan. (We’ll refer to the types of documents Project works with as project plans, not documents or schedules.) The name of the active view appears on the left edge of the view—in this case, the Gantt Chart view is displayed. ■ 7 1 Getting Started with Project Part I: Managing a Simple Project ■ Search Help New in Office 2003 The box labeled Type a question for help enables you to quickly search Project’s Help for instructions on performing common activities in Project. Just type in a question and press F. Throughout this book we’ll suggest questions you can enter into this box to learn more about specific feaş tures. If your computer is connected to the Internet, your search query will go to assistance content on Office Online (part of the Microsoft Web site), and the results displayed will reflect the most up-to-date content available from Microsoft. If your computer is not connected to the Internet, the search results will be limited to the Help installed with Project. The Getting Started task pane in Project is similar to the task panes you might see in other Office applications. It is a convenient list of recently opened files as well as another means of creating new files. In addition to this task pane, Project includes the Project Guide, which is discussed below. ■ Next you will view the templates included with Project and create a project plan based on one of them. 3 4 5 In the Getting Started task pane, click Create a new project. The New Project task pane replaces the Getting Started task pane. In the New Project task pane, under Template, click On my computer. The Templates dialog box appears. Click the Project Templates tab. Your screen should look similar to the following illustration: 8 Part I: Managing a Simple Project Getting Started with Project 1 6 Click New Business (you may need to scroll down in the list of Project Templates to see it), and then click OK. Important Depending on how Project was installed on your computer, the temş plates included with Project might not be installed at this point. This “install on first use” setting is one of the setup choices for optional components included with Project. If you have never seen the templates included with Project before, spend some time browsing through them. You might find one that matches an upcoming project for which you’d like to develop a full plan. Starting with a predefined temş plate can save you a lot of effort. Project creates a project plan based on the New Business template, closes the New Project task pane, and displays the Tasks activity list in the Project Guide. Your screen should look similar to the following illustration: Project Guide toolbar Project Guide pane The Project Guide is a wizard-like interface you can use when creating or fine-tuning a project plan. In later chapters you will use the Project Guide to perform many comş mon activities relating to tasks, resources, and assignments. You can view all activities in the Project Guide through the Project Guide toolbar. This toolbar is divided into the most common subject areas of Project (Tasks, Resources, Track, and Report). For the next few exercises in this chapter, you will use the sample data provided by the template to identify the major parts of the Project interface. 9 1 Getting Started with Project Part I: Managing a Simple Project Starting Project Professional Follow the steps in this section if you have Microsoft Office Project Profesş sional. If you have Microsoft Office Project Standard, skip this section and refer to the previous section, “Starting Project Standard.” If you don’t know which edition of Project you have, Start Project and on the Help menu click About Microsoft Office Project. The dialog box that appears indicates which edition you have. Note Project Professional is a member of the Microsoft Office System, so much of what you see in Project is similar to what you see in Word, Excel, and Access. For example, Project’s menu bar and toolbars are similar in organization, if not in content, to other Office applications. In this exercise, you’ll start Project Professional, create a file based on a template (a file containing some initial data that you can use as a starting point for a new project plan), and see the major areas of the default Project interface. 1 2 On the Windows taskbar, click the Start button. The Start menu appears. On the Start menu, point to All Programs (in Microsoft Windows XP) or Programs (in previous versions of Windows), point to Microsoft Office, and then click Microsoft Office Project 2003. Depending on how your enterprise options have been set in Project Professional, you may be prompted to log into or choose a Project Server account. If so, complete steps 3 and 4. Otherwise, go to step 5. 3 If the Project Server Security Login dialog box appears, click Cancel. You would see the Project Server Security Login dialog box only if Project Profesş sional has been set up to log into a specific Project Server account using Project Server Security authentication. 4 In the Project Server Accounts dialog box, under Choose account select My Computer, and then click Work Offline. 10 Part I: Managing a Simple Project Getting Started with Project 1 Choosing this option sets Project Professional to work independent of your Project Server and helps ensure that none of the practice file data you use for this chapter can accidentally be published to your Project Server. Project appears. Next you’ll review or adjust some enterprise options. 5 On the Tools menu point to Enterprise Options, and then click Microsoft Office Project Server Accounts. The Project Server Accounts dialog box appears. Your screen should look similar to the following illustration: 6 Note the Current account value. If the Current account value is something other than My Computer, click Manually control connection state, click OK, and then complete step 7. Or If the Current account value is My Computer, click Cancel, and then skip step 7. Choosing Manually control connection state will cause Project Professional to prompt you to choose an account to work with when you start Project Professional. This helps ensure that none of the practice file data you use for this chapter can accidentally be published to your Project Server. 7 Close and restart Project Professional. If prompted to choose an account, click My Computer, and then click Work Offline. 11 1 Getting Started with Project Part I: Managing a Simple Project Project Professional appears. Your screen should look similar to the following illustration: The Collaborate menu appears in Project Professional only. Menu bar Project plan window Search for Help box Toolbars Task pane Toolbar Options Depending on the screen resolution you have set on your computer and which toolbar buttons you use most often, it’s possible that not every button on every toolbar will appear on your Project toolbars. If a button mentioned in this book doesn’t appear on a toolbar, click the Toolbar Options down arrow on that toolbar to display the rest of the available buttons. If you’ve used Office applications, or if you’re upgrading from a previous version of Project, you’ll be familiar with many of the major interface elements in the Project window. Let’s walk through them: Important ■ ■ The main menu bar enables you to give instructions to Project. Toolbars provide quick access to the most common tasks; most toolbar buttons correspond to a menu bar command. Like other Office applications, Project customizes the menus and toolbars for you, based on how frequently you use specific commands or toolbar buttons. The most frequently used commands and buttons will remain visible on the menus and toolbars, whereas the commands and buttons you don’t use will be temporarily hidden. The project plan window contains a view of the active project plan. (We’ll refer to the types of documents Project works with as project plans, not ■ 12 Part I: Managing a Simple Project Getting Started with Project 1 documents or schedules.) The name of the active view appears on the left edge of the view—in this case, the Gantt Chart view is displayed. ■ Search Help The box labeled Type a question for help enables you to quickly search Project’s Help for instructions on performing common activities in Project. Just type in a question and press F. Throughout this book we’ll suggest questions you can enter into this box to learn more about specific feaş tures. If your computer is connected to the Internet, your search query will go to assistance content on Office Online (part of the Microsoft Web site), and the results displayed will reflect the most up-to-date content available from Microsoft. If your computer is not connected to the Internet, the search results will be limited to the Help installed with Project. The Getting Started task pane in Project is similar to the task panes you might see in other Office applications. It is a convenient list of recently opened files as well as another means of creating new files. In addition to this task pane, Project includes the Project Guide, which is discussed below. ■ Next you will view the templates included with Project and create a project plan based on one of them. 8 9 10 In the Getting Started task pane, click Create a new project. The New Project task pane replaces the Getting Started task pane. In the New Project task pane, under Template, click On my computer. The Templates dialog box appears. Click the Project Templates tab. Your screen should look similar to the following illustration: 13 1 Getting Started with Project Part I: Managing a Simple Project 11 Click New Business (you may need to scroll down in the list of Project Templates to see it), and then click OK. Important Depending on how Project was installed on your computer, the temş plates included with Project might not be installed at this point. This “install on first use” setting is one of the setup choices for optional components included with Project. If you have never seen the templates included with Project before, spend some time browsing through them. You might find one that matches an upcoming project for which you’d like to develop a full plan. Starting with a predefined temş plate can save you a lot of effort. 12 Project creates a project plan based on the New Business template, closes the New Project task pane, and displays the Tasks activity list in the Project Guide. Your screen should look similar to the following illustration: Project Guide toolbar Project Guide pane The Project Guide is a wizard-like interface you can use when creating or fine-tuning a project plan. In later chapters you will use the Project Guide to perform many com mon activities relating to tasks, resources, and assignments. You can view all activities in the Project Guide through the Project Guide toolbar. This toolbar is divided into the most common subject areas of Project (Tasks, Resources, Track, and Report). 14 Part I: Managing a Simple Project Getting Started with Project 1 For the next few exercises in this chapter, you will use the sample data provided by the template to identify the major parts of the Project interface. Exploring Views The working space in Project is called a view. Project contains dozens of views, but you normally work with just one view (sometimes two) at a time. You use views to enter, edit, analyze, and display your project information. The default view, the one you see when Project starts, is the Gantt Chart view shown here. Table Chart portion of the view The active view name In general, views focus on either task or resource details. The Gantt Chart view, for example, lists task details in a table on the left side of the view and graphically repre sents each task as a bar in the chart on the right side of the view. The Gantt Chart view is a common way to represent a project plan, especially when presenting it to others. It is also useful for entering and fine-tuning task details and for analyzing your project. 15 1 Getting Started with Project Part I: Managing a Simple Project In this exercise, you’ll start at the Gantt Chart view and then switch to other views that highlight different aspects of a project plan. Finally, you’ll explore combination views that let you focus on specific project details more easily. 1 On the View menu, click Resource Sheet. The Resource Sheet view replaces the Gantt Chart view. The Project Guide is updated to display a list of activities specific to resources: The Resource Sheet view displays details about resources in a row-and-column format (called a table), with one resource per row. This view is called a sheet view. There is one other sheet view, the Task Sheet view, which lists the task details. Note that Resource Sheet view doesn’t tell you anything about the tasks to which resources might be assigned. To see that type of information, you’ll switch to a difş ferent view. 2 On the View menu, click Resource Usage. The Resource Usage view replaces the Resource Sheet view, and the Project Guide is updated again. This usage view groups the tasks to which each resource is assigned. Another usage view, the Task Usage view, flips this around to display all the resources assigned to each task. Usage views also show you work assignments per resource on a timescale such as daily or weekly. Next you’ll switch to the Task Usage view. 16 Part I: Managing a Simple Project Getting Started with Project 1 3 On the View menu, click Task Usage. The Task Usage view replaces the Resource Usage view, and the Project Guide is updated again. 4 5 Go To Selected Task In the table portion of the view on the left, click Define business vision, the name of task 3. On the Standard toolbar, click the Go To Selected Task button. The timescale side of the view scrolls to show you the scheduled work values for this task, shown below. Timescale A usage view is a fairly sophisticated way of viewing project details. Next you’ll switch to a simpler view. 17 1 Getting Started with Project Part I: Managing a Simple Project 6 On the View menu, click Calendar. The Calendar view appears as shown here: This simple month-at-a-glance view lacks the table structure, timescale, or chart elements you’ve seen in previous views. Task names appear on the days they’re scheduled to start, and if a task’s duration is longer than one day, its name will span multiple days. Another common view used in project management is the Network Diagram. You’ll look at this next. 7 On the View menu, click Network Diagram. The Network Diagram view appears. Use the scroll bars to view different parts of the Network Diagram view. 18 Part I: Managing a Simple Project Getting Started with Project 1 This view focuses on task relationships. Each box or node in the Network Diagram displays details about a task, and lines between boxes indicate task relationships. Like the Calendar view, the Network Diagram view lacks a table structure; the entire view is a chart. To conclude this exercise, you’ll look at combination views. These split the project plan window into two panes, each pane containing a different view. The views are synchronized, so selecting a specific task or resource in one view causes the other view to display details about that task or resource. 8 On the View menu, click More Views. The More Views dialog box appears. This dialog box lists all the predefined views available in Project. 19 1 Getting Started with Project Part I: Managing a Simple Project 9 In the Views box, click Task Entry, and then click the Apply button. The Task Entry view appears: Gantt Chart view in upper pane Drag divider bar to show more of either pane Task Form view in lower pane Show/Hide Project Guide Depending on your screen resolution, you might need to close the Project Guide to see the full width of this view. To do this, click the Show/Hide Project Guide button on the Project Guide toolbar. You can also make the Project Guide pane narrower by dragging its right edge to the left. This view is a predefined split-screen or combination view, with the Gantt Chart in the upper pane and the Task Form in the lower pane. A form is the final element of a view you’ll see in this chapter. A form displays details about the selected task or resource, much like a dialog box. You can enter, change, or review these details in the form. Tip 10 In the Gantt Chart portion of the view, if the selection is not on task 3, Define busiş ness vision, click that task’s name. The details about task 3 appear in the Task Form portion of the view. 11 In the Gantt Chart portion of the view, click the name of task 4, Identify available skills, information, and support. The details about task 4 appear in the Task Form. 20 Part I: Managing a Simple Project Getting Started with Project 1 Tip Besides using the predefined combination views, you can display two views of your choice by clicking Split on the Window menu. After the Project window is split into two panes, click in the upper or lower pane, and then choose the view you want to appear there. To return to a single view, on the Window menu, click Remove Split. It is important to understand that in all these views, as well as all the other views in Project, you are looking at different aspects of the same set of details about a sinş gle project plan. Even a simple project plan can contain too much data to display all at once. You can use views to help you focus on the specific details you want. In later exercises you’ll do more with views to further focus on the most relevant project details. Exploring Reports Reports are predefined formats intended for printing Project data. Unlike views, which you can either print or work with on the screen, reports are designed to be printed. You don’t enter data directly into a report. Project includes several predefined task and resource reports you can manipulate to get the information you want. In this exercise, you view a report in the Print Preview window. 1 On the View menu, click Reports. The Reports dialog box appears, showing the six broad categories of reports available in Project. 2 Click Custom, and then click the Select button. The Custom Reports dialog box appears, listing all predefined reports in Project and any custom reports that have been added. 21 1 Getting Started with Project Part I: Managing a Simple Project 3 In the Reports list, click Task, and then click the Preview button. Project displays the Task report in the Print Preview window. Your screen should look similar to the following illustration: This report is a complete list of project tasks (except for summary tasks), similar to what you’d see in the Entry table of the Gantt Chart view. If you want to zoom in, move the mouse pointer (shaped like a magnifying glass) to a portion of the report, and click. Click again to toggle back to the full page preview. 4 5 6 On the Print Preview toolbar, click the Close button. The Print Preview window closes, and the Custom Reports dialog box reappears. In the Custom Reports dialog box, click the Close button. Click the Close button again to close the Reports dialog box. Tip We’ve frequently seen Project users go to a lot of trouble to customize the Gantt Chart view to include specific information they want in the format they want. Before you do that, check the predefined views (for online work or printing) or reports (for printing). There’s a good chance the Project designers have anticipated your needs and provided a predefined solution for you. 22 Part I: Managing a Simple Project Getting Started with Project 1 To conclude this exercise, you’ll close the file you’ve been using to explore views and reports. 7 On the File menu, click Close to close the New Business plan. When prompted to save changes, click the No button. Creating a New Project Plan Now that you’ve had a brief look at the major parts of the Project interface, you are ready to create the project plan you will use in Parts 1 through 3 of this book. A project plan is essentially a model you construct of some aspects of the real project you anticipate—what you think will happen, or what you want to happen (it’s usually best if these are not too different). This model focuses on some but not all aspects of the real project—tasks, resources, time frames, and possibly their associated costs. Project Management Focus: Project Is Part of a Larger Picture Depending on your needs and the information to which you have access, the project plans you develop might not deal with other important aspects of real projects. Many large projects, for example, are carried out in organizations that have a formal change manageş ment process. Before a major change to the scope of a project is allowed, it must first be evaluated and approved by the people managing and implementing the project. This is an important project management activity, but not something done directly within Project. In this exercise, you create a new plan using the Project Guide. 1 2 On the File menu, click the New command. The New Project task pane appears. Under New, click the Blank Project link. 23 1 Getting Started with Project Part I: Managing a Simple Project Project creates a new project, and the New Project task pane is replaced by the Tasks pane of the Project Guide: Take a moment to look over the Tasks pane. This pane contains links to several activities, all focused on tasks. (You’ll see other types of activities in later chapş ters.) Each activity in the Project Guide consists of a series of numbered steps. Each step appears in its own pane, like pages in a book. 3 In the Tasks pane, click the Set a date to schedule from link (in Project Standard) or the Define the project link (in Project Professional). The Set a date to schedule from (in Project Standard) or Define the project (Project Professional) pane appears. 4 In the next pane that appears, in the Date box click the down arrow. A small monthly calendar appears. By default, Project uses the current date as the project start date. However, in this exercise, you change the project start date to January 3, 2005. 5 6 Click the left or right arrow until January 2005 is displayed. Click 3, as shown next. 24 Part I: Managing a Simple Project Getting Started with Project 1 To select from a list of months, click here Click the left and right arrow buttons to see months in sequence To select a different year, click here Tip You use this type of calendar in several places in Project. Here is a handy shortcut for quickly picking a date with the calendar: Click the name of the month to display a shortcut menu of all months, and then select the month you want. Next click the year to display up and down arrows, and then type or select the year you want. 7 8 At the bottom of the pane, click Done (in Project Standard) or the Save and go to Step 2 link (in Project Professional). If you have Project Professional, you’ll see additional panes that relate to Project Server. In the Step 2 pane, click No, then go to Step 3. In Step 3, click Save and Finish. The Tasks activity list reappears in the Project Guide pane. You’ve completed the Define the Project activity. 9 Save On the Standard toolbar, click the Save button. You can also click the Save link or button in the pane. Because this project plan has not previously been saved, the Save As dialog box appears. 10 Locate the Chapter 1 Getting Started folder in the Project 2003 Step by Step folder on your hard disk. The default location for the Project 2003 Step by Step folder is \\My Documents\\Microsoft Press. In the File name box, type Wingtip Toys Commercial 1. Click the Save button to close the Save As dialog box. Project saves the project plan as Wingtip Toys Commercial 1. 11 12 25 1 Getting Started with Project Part I: Managing a Simple Project Tip You can instruct Project to automatically save the active project plan at predefined intervals, such as every 10 minutes. On the Tools menu, click Options. In the Options dialog box, click the Save tab, select the Save Every check box, and then specify the time interval you want. Setting Nonworking Days This exercise introduces calendars, the primary means by which you control when tasks and resources can be scheduled for work in Project. In later chapters you will work with other types of calendars; in this chapter you will work only with the project calendar. The project calendar defines the general working and nonworking time for tasks. Think of the project calendar as your organization’s normal working times. This might be, for example, Monday through Friday, 8 A.M. through 5 P.M. with an hour off for lunch. Your organization or specific resources might have exceptions to this normal working time, such as holidays or vacation. Microsoft Project 2007. We are using MS Project 2007 as. Click the Manual option and the Level Entire Project option. Windows 2000 Service Pack 3, Windows Server 2003 This download works with the following Office applications: Microsoft Office Project Server 2003. Microsoft Office Project 2003 Step by Step / Carl Chatfield and Timothy Johnson. project. Microsoft Office Project 2003 focuses on two aspects of resources. Microsoft Project 2010. Project 2010 Product Guide. For more information and to explore Project 2010 further, visit Microsoft Project. Contents 35mm YASHICA ELECTRO RANGE-FINDER MANUAL. Auto-Up Lenses are available designed for the Yashica ELECTRO 35 G, GT, GS, GSN and GTN, and some earlier models. Introduction. If you're here, you already know that the Yashica Electro is one of the best picture-takers your lunch money can buy. You also know that they're as. This manual is in English, French, German and Spanish The original manual is printed on paper 172 by 124 mm in landscape format. The scans were done at 300 dpi. I provide these manuals free of charge to help fellow enthusiasts. This service costs me money. Please don't abuse it. Downloading the manual Download the single zip file, or if you have problems, each page can be dowloaded seperately. On most browsers do a "right click" then choose "Save As". You may want to create a new directory/folder for the files. Once you have finished downloading use an image viewing program to print the files. If you want an original size copy you must use a program which will let you specify 300dpi for the print resolution. Note that not all image viewing programs allow you to specify the print resolution. The GIMP and Photoshop are examples of programs that you can use. If you just want a print then almost any image viewing program will allow you to do a "fit to page" print. Many do this by default. If you set up you printer for landscape mode you will get a full page print. Electrical Home Manual Owner Renters Troubleshooting HolleyYashica Electro 35 GSN / GTN Posted 3-19-'08. If you find this manual useful, how about a donation of $3 to: M. Butkus, 29 Lake Ave., High Bridge, NJ 08829-1701. Click here to go to main Camera Manual site TO OPEN THE FILE, CLICK ON THE LINK BELOW. TO SAVE, RIGHT CLICK AND CHOOSE 'SAVE TARGET AS' SAVE TO FOLDER OF YOUR CHOICE. Yashica Electro 35 Repair Manual 1974 manual, found on a flea market and made available to the world by Alfred Bina. Thanks! You can also downoad the whole. Electrical Home Manual Owner Renters Troubleshooting GarageYashica Electro 35 GS Instruction Manual
Yashica Electro 35 GSN. enlarge. Electro 35 GT : Black. 1969-1970. 12-500. no. Get one of these Yashica Electro 35s, preferably the newest GSN model. Chapter 3. Availablility Options Provided by Hardware Load Source Protection Mirrored Protection Standard Mirrored Protection Mirrored Load Source Protection Prior to V3R7 Remote Load Source Mirrored Protection on V3R7 and Later Systems Device Parity Protection Uninterruptible Power Supply Battery Backup Continuously Powered Main Storage Tape Device Options Alternate Installation Device Chapter 4. IPL Improvements for Availability A Basic Understanding of an IPL IPL Types Affecting the Time... Installation and User Manual GENEREX RCCMD AS400-Client. the administrator to define the. Testing of the compability of the software at IBM i (former AS400). IBML 1- IBM default password : Product: Version: OS/400. Method: User ID: QSECOFR. 18- IBM AS400 default password : Product: AS400. Version: Any. Method: User ID: QSECOFR. The System Administrator's Companion to AS/400 Availability and Recovery. An IBM Redbooks publication. significantly include the Backup and Recovery manual. Apply to 48 As400 Admin Jobs on Naukri.com, India's No.1 Job Portal. Explore As400 Admin Openings across Top Companies Now! The purpose of this document is to describe when to use the Lotus Domino utilities (Updall. tool on the Files tab of Domino Administrator. IBM Support Portal. IBML The System Administrator′s Companion to AS/400 Availability and Recovery Susan Powers Ellen Dreyer Andersen Rob Jones Hubert Lye Petri Nuutinen. IBM AS400 Manuals v5r4. This is a comprehensive listing of all the as400 manuals that are available as PDFS in the IBM Infocenter 8260 ATM Product Architecture. AS400 ADMIN BRMS MANUAL - Read online. AS400 Administration BRMS manual, through this Doc you can learn by yourself. |
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