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Microsoft® Project 2007 Bible

Book Description

Take control of your projects with this in-depth guide

Whether you're managing a project for a small team or supervising a corporate assignment involving hundreds, the power of Microsoft Project 2007 and the detailed information in this comprehensive guide can keep you on track. From setting budgets to allocating resources to tracking results, each of the book's seven parts thoroughly focuses on key elements in a logical sequence so you can find what you need.

  • Identify your goals and the scope of your projects

  • Manage projects across organizations and multiple locations

  • Get the most out of Gantt charts and views

  • Assign tasks, check progress, and make adjustments

  • Issue interim reports and look at the Big Picture

  • Create a custom HTML page with VBA and VBScript

  • Import and export Project information

Note: CD-ROM/DVD and other supplementary materials are not included as part of eBook file.

Table of Contents

  1. Copyright
  2. About the Author
  3. Credits
  4. Preface
    1. Why You Need This Book
      1. How it's designed
      2. Whom it's for
    2. The Special Features of This Book
      1. Formatting conventions
      2. Margin icons
    3. How This Book Is Organized
      1. Part I: Project Management Basics
      2. Part II: Getting Your Project Going
      3. Part III: Refining Your Project
      4. Part IV: Tracking Your Progress
      5. Part V: Working in Groups
      6. Part VI: Advanced Microsoft Project
      7. Appendixes
      8. Project Management Glossary
  5. Acknowledgments
  6. I. Project Management Basics
    1. 1. The Nature of Projects
      1. 1.1. Understanding Projects
        1. 1.1.1. Exploring project management
          1. 1.1.1.1. Critical path and slack
          2. 1.1.1.2. Durations and milestones
          3. 1.1.1.3. Resource-driven schedules and fixed-duration tasks
          4. 1.1.1.4. Diagrams that aid project management
          5. 1.1.1.5. Dependencies
        2. 1.1.2. Managing projects with project management software
          1. 1.1.2.1. What's required of you
          2. 1.1.2.2. What Microsoft Project can do to help
      2. 1.2. The Life Cycle of a Project
        1. 1.2.1. Identifying your goal and the project's scope
        2. 1.2.2. Planning
        3. 1.2.3. Revising
        4. 1.2.4. Tracking
        5. 1.2.5. Learning from your mistakes
      3. 1.3. Summary
    2. 2. Exploring the Microsoft Project Environment
      1. 2.1. Taking a First Look at Project
        1. 2.1.1. Starting Project
          1. 2.1.1.1. Working with the Project Guide
          2. 2.1.1.2. Examining the Gantt Chart view
          3. 2.1.1.3. Using Project menus
          4. 2.1.1.4. Examining the toolbars
        2. 2.1.2. Entering information
        3. 2.1.3. Changing views
      2. 2.2. What's New in Project 2007
      3. 2.3. Summary
  7. II. Getting Your Project Going
    1. 3. Creating a New Project
      1. 3.1. Gathering Information
        1. 3.1.1. Determining detail tasks
        2. 3.1.2. Establishing time limits
        3. 3.1.3. Lining up your resources
        4. 3.1.4. Looking at dependencies
      2. 3.2. Opening a Project File
        1. 3.2.1. Opening a project file — the usual way
        2. 3.2.2. Other ways to open or start projects
      3. 3.3. Establishing Basic Project Information
      4. 3.4. Looking at Project Calendars
        1. 3.4.1. Setting calendar options
        2. 3.4.2. Setting schedule options
        3. 3.4.3. Creating a new calendar
          1. 3.4.3.1. Adjusting the calendar
      5. 3.5. Entering Tasks
      6. 3.6. Adding Subtasks
      7. 3.7. Saving Project Files
        1. 3.7.1. Saving files
        2. 3.7.2. Saving files as templates
        3. 3.7.3. Protecting files
        4. 3.7.4. Closing Project
      8. 3.8. Working with a Project Outline
        1. 3.8.1. Adjusting tasks in an outline
        2. 3.8.2. Copying tasks
        3. 3.8.3. Displaying and hiding tasks
      9. 3.9. Getting Help
        1. 3.9.1. Using the Help system
        2. 3.9.2. Finding online help
      10. 3.10. Summary
    2. 4. Building Tasks
      1. 4.1. Establishing Timing for Tasks
        1. 4.1.1. Fixed-unit tasks
        2. 4.1.2. Fixed-duration tasks
        3. 4.1.3. Fixed-work tasks
        4. 4.1.4. Effort-driven tasks
      2. 4.2. Assigning Task Timing
        1. 4.2.1. Using the Gantt table
        2. 4.2.2. Using the Task Information dialog box
        3. 4.2.3. Using your mouse and the task bar
        4. 4.2.4. Setting scheduling options
        5. 4.2.5. Assigning a calendar to a task
        6. 4.2.6. Creating milestones
        7. 4.2.7. Timing for summary tasks
      3. 4.3. Using Recurring Tasks
      4. 4.4. Establishing Constraints and Deadline Dates
        1. 4.4.1. Understanding constraints
        2. 4.4.2. Using deadline dates
        3. 4.4.3. Setting constraints and deadline dates
      5. 4.5. Manipulating the Gantt Chart to View Timing
      6. 4.6. Entering Task Notes
      7. 4.7. Establishing Dependencies Among Tasks
        1. 4.7.1. Understanding dependencies
        2. 4.7.2. Understanding the interactions between constraints and dependencies
        3. 4.7.3. Allowing for delays and overlap
          1. 4.7.3.1. Dependency types
            1. 4.7.3.1.1. Finish-to-Start (FS)
            2. 4.7.3.1.2. Start-to-Finish (SF)
            3. 4.7.3.1.3. Start-to-Start (SS)
            4. 4.7.3.1.4. Finish-to-Finish (FF)
        4. 4.7.4. Establishing dependencies
          1. 4.7.4.1. Setting finish-to-start dependencies
          2. 4.7.4.2. Setting other types of dependencies
      8. 4.8. Viewing Dependencies
      9. 4.9. Deleting Dependencies
      10. 4.10. Summary
    3. 5. Creating Resources and Assigning Costs
      1. 5.1. Understanding Resources
        1. 5.1.1. How resources work
        2. 5.1.2. How Project uses resource information to affect the schedule
        3. 5.1.3. How Project gathers cost information
      2. 5.2. Creating a Resource List
      3. 5.3. Modifying Resource Information
        1. 5.3.1. Assigning a communication method
        2. 5.3.2. Specifying resource availability
        3. 5.3.3. Specifying a booking type
        4. 5.3.4. Creating a generic resource and assigning custom fields
        5. 5.3.5. Creating a budget resource
        6. 5.3.6. Adding notes to a resource
        7. 5.3.7. Calendars and resources
          1. 5.3.7.1. Modifying a resource's working hours
          2. 5.3.7.2. Blocking off vacation time
      4. 5.4. Using Resources and Tasks
        1. 5.4.1. Assigning resources to tasks
        2. 5.4.2. Assigning a budget resource
        3. 5.4.3. Getting help while selecting resources to assign
        4. 5.4.4. Some tips about resource assignments
        5. 5.4.5. Removing or replacing a resource assignment
      5. 5.5. Handling Unusual Cost Situations
        1. 5.5.1. Looking at the project's cost
        2. 5.5.2. Assigning fixed costs
          1. 5.5.2.1. Assigning a fixed cost to a task
          2. 5.5.2.2. Assigning a fixed resource cost to a task
        3. 5.5.3. Accounting for resource rate changes
      6. 5.6. Summary
  8. III. Refining Your Project
    1. 6. Understanding the Basics of Views
      1. 6.1. What Is a View?
        1. 6.1.1. Changing a table
        2. 6.1.2. Changing a Details section
      2. 6.2. Examining Indicators
      3. 6.3. Admiring the Views
        1. 6.3.1. Calendar
        2. 6.3.2. Detail Gantt
        3. 6.3.3. Gantt Chart
        4. 6.3.4. Leveling Gantt
        5. 6.3.5. Tracking Gantt
        6. 6.3.6. Multiple Baselines Gantt
        7. 6.3.7. Network Diagram
        8. 6.3.8. Descriptive Network Diagram
        9. 6.3.9. Relationship Diagram
        10. 6.3.10. PERT analysis views
          1. 6.3.10.1. PERT Entry Sheet
          2. 6.3.10.2. Optimistic Gantt
          3. 6.3.10.3. Expected Gantt
          4. 6.3.10.4. Pessimistic Gantt
          5. 6.3.10.5. PERT Weights
        11. 6.3.11. Resource Allocation
        12. 6.3.12. Resource Form
        13. 6.3.13. Resource Graph
        14. 6.3.14. Resource Name Form
        15. 6.3.15. Resource Sheet
        16. 6.3.16. Resource Usage
        17. 6.3.17. Rollup views
          1. 6.3.17.1. Using the summary task bar
          2. 6.3.17.2. Using the Rollup-Formatting macro
          3. 6.3.17.3. Switching rollup views
        18. 6.3.18. Task Details Form
        19. 6.3.19. Task Entry
        20. 6.3.20. Task Form
        21. 6.3.21. Task Name Form
        22. 6.3.22. Task Sheet
        23. 6.3.23. Task Usage
      4. 6.4. Printing Your Project
      5. 6.5. Summary
    2. 7. Using Views to Gain Perspective
      1. 7.1. Customizing Views
        1. 7.1.1. Changing tables
          1. 7.1.1.1. Changing row height and column width
          2. 7.1.1.2. Hiding and inserting columns
          3. 7.1.1.3. Adding fields to a usage view
          4. 7.1.1.4. Switching tables
          5. 7.1.1.5. Creating new tables or editing existing tables
        2. 7.1.2. Working with views
          1. 7.1.2.1. Adding views
          2. 7.1.2.2. Creating a combination view
      2. 7.2. Ordering Tasks in a View
        1. 7.2.1. Sorting tasks
        2. 7.2.2. Creating WBS codes
        3. 7.2.3. Renumbering WBS codes
        4. 7.2.4. Defining outline numbers
      3. 7.3. Filtering Views to Gain Perspective
        1. 7.3.1. Applying a filter to a view
        2. 7.3.2. Creating custom filters
        3. 7.3.3. Using AutoFilters
        4. 7.3.4. Using grouping
      4. 7.4. Summary
    3. 8. Modifying the Appearance of Your Project
      1. 8.1. Changing Project's Looks
      2. 8.2. Using the Gantt Chart Wizard
      3. 8.3. Formatting Elements One by One
        1. 8.3.1. Working with text
          1. 8.3.1.1. Formatting selected text
          2. 8.3.1.2. Applying formatting to categories of text
        2. 8.3.2. Changing taskbars
          1. 8.3.2.1. Formatting taskbars
          2. 8.3.2.2. Changing the layout of the Gantt Chart
          3. 8.3.2.3. Changing gridlines
        3. 8.3.3. Changing network diagrams
          1. 8.3.3.1. Formatting network diagram nodes
          2. 8.3.3.2. Modifying node box styles
          3. 8.3.3.3. Formatting fields that appear on nodes
          4. 8.3.3.4. Changing the layout of the network diagram
        4. 8.3.4. Formatting the Calendar view
          1. 8.3.4.1. Formatting the Calendar entries
          2. 8.3.4.2. Changing the Calendar layout
      4. 8.4. Inserting Drawings and Objects
        1. 8.4.1. Copying pictures
        2. 8.4.2. Using visuals in schedules
        3. 8.4.3. Inserting visual objects
        4. 8.4.4. Using the Drawing toolbar
        5. 8.4.5. Modifying graphics and drawings
      5. 8.5. Summary
    4. 9. Resolving Scheduling Problems
      1. 9.1. Resolving Scheduling Conflicts
        1. 9.1.1. Adding resources to tasks
        2. 9.1.2. Using overtime
        3. 9.1.3. Adding time to tasks
        4. 9.1.4. Adjusting slack
        5. 9.1.5. Changing task constraints
        6. 9.1.6. Adjusting dependencies
        7. 9.1.7. Splitting a task
      2. 9.2. Using the Critical Path to Shorten a Project
        1. 9.2.1. Identifying the critical path
        2. 9.2.2. Shortening the critical path
      3. 9.3. Using Multiple Critical Paths
      4. 9.4. Summary
    5. 10. Resolving Resource Problems
      1. 10.1. Understanding How Resource Conflicts Occur
      2. 10.2. Spotting Resource Conflicts
        1. 10.2.1. Using views to spot resource conflicts
        2. 10.2.2. Using filters to spot resource conflicts
      3. 10.3. Resolving Conflicts
        1. 10.3.1. Changing resource allocations
          1. 10.3.1.1. Switching resources
          2. 10.3.1.2. Adding a task assignment to a resource
          3. 10.3.1.3. Adding or deleting a resource assignment
        2. 10.3.2. Scheduling overtime
        3. 10.3.3. Redefining a resource's calendar
        4. 10.3.4. Assigning part-time work
        5. 10.3.5. Controlling when resources start working on a task
        6. 10.3.6. Delaying tasks by leveling resource workloads
          1. 10.3.6.1. Letting Project level resource loads
          2. 10.3.6.2. Making adjustments to leveling
        7. 10.3.7. Contouring resources
        8. 10.3.8. Setting a contour pattern
          1. 10.3.8.1. Contouring a resource's availability
        9. 10.3.9. Pooling resources
      4. 10.4. Summary
  9. IV. Tracking Your Progress
    1. 11. Understanding Tracking
      1. 11.1. Understanding the Principles of Tracking
        1. 11.1.1. Estimates versus actuals
        2. 11.1.2. Making adjustments as you go
      2. 11.2. Using Baselines
        1. 11.2.1. What is a baseline?
        2. 11.2.2. Setting a baseline
      3. 11.3. Changing the Baseline
        1. 11.3.1. Adding a task to a baseline
        2. 11.3.2. Using interim plans
        3. 11.3.3. Clearing a baseline or interim plan
      4. 11.4. Viewing Progress with the Tracking Gantt View
        1. 11.4.1. Interpreting the Tracking Gantt view
        2. 11.4.2. The Task Variance table
        3. 11.4.3. The Task Cost table
        4. 11.4.4. The Task Work table
      5. 11.5. Understanding Tracking Strategies
        1. 11.5.1. Tackling the work of tracking
        2. 11.5.2. Keeping track of tracking
      6. 11.6. Summary
    2. 12. Recording Actuals
      1. 12.1. Organizing the Updating Process
      2. 12.2. Understanding Calculation Options
      3. 12.3. Updating Tasks to Reflect Actual Information
        1. 12.3.1. Setting actual start and finish dates
        2. 12.3.2. Recording actual durations
        3. 12.3.3. Setting the Percent Complete value
        4. 12.3.4. Setting work completed
        5. 12.3.5. Setting remaining durations
      4. 12.4. Using Actuals and Costs
        1. 12.4.1. Using the Cost table for tasks
        2. 12.4.2. Using the Cost table for resources
        3. 12.4.3. Overriding resource cost valuations
      5. 12.5. Techniques and Tips for Updating
        1. 12.5.1. Tracking work or costs regularly
        2. 12.5.2. Accelerating the updating process
        3. 12.5.3. Letting Project reschedule uncompleted work
      6. 12.6. Reviewing Progress
        1. 12.6.1. Using the Tracking Gantt view
        2. 12.6.2. Using the Work table for tasks
        3. 12.6.3. Using the Work table for resources
        4. 12.6.4. Viewing progress lines
      7. 12.7. Summary
    3. 13. Reporting on Progress
      1. 13.1. Creating Text Reports
        1. 13.1.1. Looking at the big picture
          1. 13.1.1.1. Project Summary
          2. 13.1.1.2. Top Level Tasks
          3. 13.1.1.3. Critical Tasks
          4. 13.1.1.4. Milestones
          5. 13.1.1.5. Working Days
        2. 13.1.2. Generating reports on costs
          1. 13.1.2.1. Cash Flow
          2. 13.1.2.2. Earned Value
          3. 13.1.2.3. Budget
          4. 13.1.2.4. Overbudget reports
        3. 13.1.3. Producing reports on time
          1. 13.1.3.1. Unstarted Tasks
          2. 13.1.3.2. Tasks Starting Soon
          3. 13.1.3.3. Tasks in Progress
          4. 13.1.3.4. Completed Tasks
          5. 13.1.3.5. Should Have Started Tasks
          6. 13.1.3.6. Slipping Tasks
        4. 13.1.4. Preparing reports on work assignments
          1. 13.1.4.1. Who Does What
          2. 13.1.4.2. Who Does What When
          3. 13.1.4.3. To Do List
          4. 13.1.4.4. Overallocated Resources
        5. 13.1.5. Reporting on workloads
          1. 13.1.5.1. Task Usage
          2. 13.1.5.2. Resource Usage
        6. 13.1.6. Customizing reports
          1. 13.1.6.1. Custom reports
            1. 13.1.6.1.1. Task report
            2. 13.1.6.1.2. Resource report
            3. 13.1.6.1.3. Crosstab report
          2. 13.1.6.2. Customizing an existing report
      2. 13.2. Visual Reporting
        1. 13.2.1. Task Usage reports
          1. 13.2.1.1. Cash Flow Report
          2. 13.2.1.2. Earned Value Over Time Report
        2. 13.2.2. Resource usage reports
          1. 13.2.2.1. Cash Flow Report
          2. 13.2.2.2. Resource Availability Report
          3. 13.2.2.3. Resource Cost Summary Report
          4. 13.2.2.4. Resource Work Availability Report
          5. 13.2.2.5. Resource Work Summary Report
        3. 13.2.3. Assignment Usage reports
          1. 13.2.3.1. Baseline Cost Report
          2. 13.2.3.2. Baseline Report
          3. 13.2.3.3. Baseline Work Report
          4. 13.2.3.4. Budget Cost Report
          5. 13.2.3.5. Budget Work Report
        4. 13.2.4. Summary reports
        5. 13.2.5. Critical Tasks Status Report
          1. 13.2.5.1. Task Status Report
          2. 13.2.5.2. Resource Remaining Work Report
          3. 13.2.5.3. Resource Status Report
        6. 13.2.6. Customizing visual report templates
      3. 13.3. Summary
    4. 14. Analyzing Financial Progress
      1. 14.1. Understanding Earned Value
        1. 14.1.1. Understanding earned value fields
          1. 14.1.1.1. Using the Physical % Complete method to calculate earned value
          2. 14.1.1.2. Setting the date for earned-value calculations
        2. 14.1.2. Using earned value tables
          1. 14.1.2.1. Using the Earned Value table for tasks
          2. 14.1.2.2. Using the Earned Value table for resources
          3. 14.1.2.3. Using the Earned Value Cost Indicators and Earned Value Schedule Indicators tables
      2. 14.2. Evaluating Cost Information
        1. 14.2.1. Charting earned value
        2. 14.2.2. Using PivotTables for analysis
      3. 14.3. Making Adjustments During the Project
        1. 14.3.1. Changing the schedule
        2. 14.3.2. Modifying resource assignments
      4. 14.4. Summary
  10. V. Working in Groups
    1. 15. Coordinating Multiple Projects Outside Project Server
      1. 15.1. Consolidating Projects
        1. 15.1.1. Setting up to use consolidation
        2. 15.1.2. Inserting a project
        3. 15.1.3. Using inserted projects and their source files
        4. 15.1.4. Consolidating all open projects: A shortcut
        5. 15.1.5. Moving subprojects within a consolidated project
      2. 15.2. Understanding Consolidated Projects and Dependencies
        1. 15.2.1. Linking tasks across projects
        2. 15.2.2. Changing links across projects
        3. 15.2.3. Consolidated projects — to save or not to save
      3. 15.3. Viewing Multiple Projects
      4. 15.4. Viewing the Critical Path across Projects
      5. 15.5. Sharing Resources Among Projects
        1. 15.5.1. Creating a resource pool and sharing the resources
        2. 15.5.2. Opening a project that uses a resource pool
        3. 15.5.3. Updating information in the resource pool
        4. 15.5.4. Quit sharing resources
      6. 15.6. Summary
    2. 16. Preparing to Use Project Server
      1. 16.1. Understanding Project Server and Project Web Access
      2. 16.2. What's New in Project Server 2007
      3. 16.3. Planning the Project
        1. 16.3.1. Assessing requirements
          1. 16.3.1.1. Identify the people who will approve the Project Server design
          2. 16.3.1.2. Identify staff members to interview
          3. 16.3.1.3. Create a requirements definition questionnaire
          4. 16.3.1.4. Conduct interviews
          5. 16.3.1.5. Calculate ROI
        2. 16.3.2. Designing the system
          1. 16.3.2.1. Assessing the technology environment
          2. 16.3.2.2. Addressing special needs
          3. 16.3.2.3. Establishing and enforcing organizational standards
            1. 16.3.2.3.1. Custom fields
            2. 16.3.2.3.2. Outline codes
            3. 16.3.2.3.3. Views
            4. 16.3.2.3.4. Calendars
            5. 16.3.2.3.5. Enterprise resource pool
          4. 16.3.2.4. Training
        3. 16.3.3. Developing a strategy for implementation and configuration
      4. 16.4. Avoiding the Pitfalls
      5. 16.5. Summary
    3. 17. Installing and Configuring Project Server
      1. 17.1. Reviewing Requirements
        1. 17.1.1. Meeting software requirements
          1. 17.1.1.1. Software requirements for servers
          2. 17.1.1.2. Software requirements for client computers
        2. 17.1.2. Meeting hardware requirements
          1. 17.1.2.1. Hardware requirements for servers
          2. 17.1.2.2. Hardware requirements for client computers
        3. 17.1.3. Assessing the network environment
        4. 17.1.4. Considering software/hardware scenarios
          1. 17.1.4.1. The Small Server Farm
          2. 17.1.4.2. The Medium Server Farm
          3. 17.1.4.3. The Large Server Farm
      2. 17.2. Installing Peripheral Software
        1. 17.2.1. SQL Server and Analysis Services
        2. 17.2.2. Checking the SQL version
        3. 17.2.3. Internet Information Services (IIS)
          1. 17.2.3.1. Enabling IIS
          2. 17.2.3.2. Checking the IIS mode
        4. 17.2.4. Installing .NET Framework 3.0
      3. 17.3. Setting Up Windows Security Accounts
        1. 17.3.1. Windows SharePoint Services Service account
        2. 17.3.2. The Application Pool security account
        3. 17.3.3. Site Collection Owner account
        4. 17.3.4. Shared Service Provider Administrator account
        5. 17.3.5. Project Server Instance Administrator account
        6. 17.3.6. Creating an account
      4. 17.4. Installing Project Server and Windows SharePoint Services
      5. 17.5. Connecting to Project Server through Project Web Access
      6. 17.6. Troubleshooting Your Installation
      7. 17.7. Summary
    4. 18. Project Server and the Administrator
      1. 18.1. Double-Checking Settings
        1. 18.1.1. Specifying Project Server features for your organization
        2. 18.1.2. Managing Windows SharePoint Services
        3. 18.1.3. Managing Security Settings
          1. 18.1.3.1. Managing security templates
          2. 18.1.3.2. Managing groups
          3. 18.1.3.3. Working with categories
      2. 18.2. Managing Users
      3. 18.3. Working with Views
      4. 18.4. Working with the Enterprise Global Template
        1. 18.4.1. Working with the Enterprise Global
        2. 18.4.2. Defining Enterprise custom fields
        3. 18.4.3. Creating Enterprise calendars
      5. 18.5. Setting Up and Editing Enterprise Resources
        1. 18.5.1. Creating the Enterprise Resource Pool
        2. 18.5.2. Editing resources in the Enterprise Resource Pool
      6. 18.6. Importing Projects
      7. 18.7. Managing Timesheet and Task Settings
        1. 18.7.1. Financial Periods
        2. 18.7.2. Timesheet Periods
        3. 18.7.3. Timesheet classifications
        4. 18.7.4. Timesheet Settings and Defaults
        5. 18.7.5. Timesheet classifications
        6. 18.7.6. Close Tasks to Update
        7. 18.7.7. Setting Up Administrative Time
      8. 18.8. Customizing Project Web Access
        1. 18.8.1. Control the appearance of the Quick Launch pane
        2. 18.8.2. Selecting the Gantt taskbar styles and timescales
        3. 18.8.3. Selecting grouping formats
      9. 18.9. Housekeeping Chores
        1. 18.9.1. Checking in enterprise projects and resources
        2. 18.9.2. Managing information in the Project Server databases
        3. 18.9.3. Backing up and restoring
          1. 18.9.3.1. Schedule backups
          2. 18.9.3.2. Make a backup
          3. 18.9.3.3. Restore a backup
        4. 18.9.4. Managing the Queue
        5. 18.9.5. Managing the OLAP cube
          1. 18.9.5.1. Migrating the Analysis Services Repository
          2. 18.9.5.2. Configuring the cube
          3. 18.9.5.3. Establish cube building settings
          4. 18.9.5.4. Checking cube building status
          5. 18.9.5.5. Enabling users to view the cube
        6. 18.9.6. Managing operations
          1. 18.9.6.1. Alerts and reminders
          2. 18.9.6.2. Configuring the server-side event handler
          3. 18.9.6.3. Synchronizing the Enterprise Resource Pool with an Active Directory Group
          4. 18.9.6.4. Working with Project Workspaces
      10. 18.10. Summary
    5. 19. Project Server and the Project/Resource Manager
      1. 19.1. Connecting to Project Server
        1. 19.1.1. Creating a Project Server logon account
        2. 19.1.2. Logging on to Project Server
      2. 19.2. Creating a Web-Based Project
        1. 19.2.1. Understanding the structure of the Project Server database
        2. 19.2.2. Reviewing a project's Web-based options
        3. 19.2.3. Storing a draft project in the Project Server database
        4. 19.2.4. Publishing project information
      3. 19.3. Working with Web-Based Projects
        1. 19.3.1. Opening a project stored in the Project Server database
          1. 19.3.1.1. Understanding the Open dialog box
          2. 19.3.1.2. Opening a draft project or a published project
          3. 19.3.1.3. Closing a project stored in the Project Server database
        2. 19.3.2. Managing the local cache
        3. 19.3.3. Viewing Project Server pages in Project Professional
        4. 19.3.4. Using activity plans and proposals
      4. 19.4. Assigning Resources to Projects
        1. 19.4.1. Adding enterprise resources to your project
        2. 19.4.2. Replacing generic resources with real resources
        3. 19.4.3. Notifying resources of assignments
        4. 19.4.4. Using the Resource Substitution Wizard
        5. 19.4.5. Assigning resources using Project Web Access
      5. 19.5. Tracking Progress
        1. 19.5.1. Establishing a tracking method
        2. 19.5.2. Setting up status reports
        3. 19.5.3. Receiving updates from team members
        4. 19.5.4. Working with issues and risks
          1. 19.5.4.1. Tracking issues
          2. 19.5.4.2. Tracking risks
        5. 19.5.5. Managing deliverables
      6. 19.6. Summary
    6. 20. Project Server and the Day-to-Day User
      1. 20.1. Logging on to Project Web Access
      2. 20.2. Reviewing the Home Page
      3. 20.3. Customizing the Home Page
      4. 20.4. Viewing Information
        1. 20.4.1. Working with your tasks
          1. 20.4.1.1. Entering time on tasks
          2. 20.4.1.2. Submitting task updates
          3. 20.4.1.3. Adding tasks
          4. 20.4.1.4. Reassigning a task
        2. 20.4.2. Working with your timesheet
          1. 20.4.2.1. Entering time
          2. 20.4.2.2. Saving timesheet entries
          3. 20.4.2.3. Reporting administrative time
      5. 20.5. Project Web Access and Microsoft Outlook
        1. 20.5.1. Integrating the Outlook Calendar with Project Web Access
          1. 20.5.1.1. Setting up integration
          2. 20.5.1.2. Setting integration options
          3. 20.5.1.3. Importing Project Web Access assignments into Outlook
          4. 20.5.1.4. Updating Project Web Access with Outlook information
      6. 20.6. Working with Documents
      7. 20.7. Reporting Status
      8. 20.8. Summary
    7. 21. Project Server and the Executive
      1. 21.1. Reviewing Your Portfolio
      2. 21.2. Identifying Trends and Potential Problems
      3. 21.3. Summary
  11. VI. Advanced Microsoft Project
    1. 22. Customizing Microsoft Project
      1. 22.1. Using Custom Fields
        1. 22.1.1. Customizing data entry
          1. 22.1.1.1. Creating a custom field
          2. 22.1.1.2. Using a custom field for data entry
        2. 22.1.2. Using formulas in custom fields
      2. 22.2. Modifying the Interface
        1. 22.2.1. Setting levels of Undo
        2. 22.2.2. Windows taskbar icons
        3. 22.2.3. Saving Project files
        4. 22.2.4. Using the Organizer
        5. 22.2.5. Making changes to toolbars
          1. 22.2.5.1. Combining or separating toolbars
          2. 22.2.5.2. Adding and deleting tools from a toolbar
          3. 22.2.5.3. Creating custom toolbars
          4. 22.2.5.4. Changing and editing button images
        6. 22.2.6. Customizing project menus
          1. 22.2.6.1. Adding menus
          2. 22.2.6.2. Assigning new commands
          3. 22.2.6.3. Deleting commands and menus
      3. 22.3. Summary
    2. 23. Using Macros to Speed Your Work
      1. 23.1. Using Macros
      2. 23.2. Recording Macros
      3. 23.3. Running Macros
      4. 23.4. Using Shortcuts to Run Macros
        1. 23.4.1. Assigning a macro to a toolbar button
        2. 23.4.2. Assigning a macro to a menu command
        3. 23.4.3. Assigning a keyboard shortcut to a macro
      5. 23.5. Summary
    3. 24. Customizing Microsoft Project Using VBA and Active Scripting
      1. 24.1. Example One: Creating a Filter to See Critical Tasks and Resource Assignments
        1. 24.1.1. Recording a macro to create a filter for critical tasks
        2. 24.1.2. Editing the macro to show only specified resources
        3. 24.1.3. Testing the code
      2. 24.2. Example Two: Creating a UserForm Object to Adjust Work
        1. 24.2.1. Designing the UserForm
          1. 24.2.1.1. Creating a UserForm
          2. 24.2.1.2. Adjusting the size of the UserForm
          3. 24.2.1.3. Adding controls to the UserForm
            1. 24.2.1.3.1. Label control
            2. 24.2.1.3.2. ComboBox control
            3. 24.2.1.3.3. TextBox control
            4. 24.2.1.3.4. CommandButton control
        2. 24.2.2. Adding code to the UserForm
          1. 24.2.2.1. Adding code to display resource names
          2. 24.2.2.2. Adding code to the OK button to change work
          3. 24.2.2.3. Adding code to the Cancel button
        3. 24.2.3. Adding a sub procedure to show the UserForm
      3. 24.3. Example Three: Customizing the Project Guide
        1. 24.3.1. Content of the Project Guide XML document
        2. 24.3.2. Project Guide XML document elements
        3. 24.3.3. Defining the Project Guide for a project
          1. 24.3.3.1. Customizing the Project Guide to create a new project
          2. 24.3.3.2. Adding a new task to the Tasks goal area
          3. 24.3.3.3. Creating a custom HTML page
          4. 24.3.3.4. Deploying the customized Project Guide
      4. 24.4. Summary
    4. 25. Importing and Exporting Project Information
      1. 25.1. Understanding General Importing and Exporting Concepts
      2. 25.2. Exporting Information
        1. 25.2.1. Saving reporting information in an OLAP Cube or an Access database
        2. 25.2.2. Exporting to Office files
          1. 25.2.2.1. Sending Project data to Excel
          2. 25.2.2.2. Sending Project data to Microsoft Word
        3. 25.2.3. Exporting Project information to a graphic image
        4. 25.2.4. Exporting to text files
      3. 25.3. Importing Information
        1. 25.3.1. Inserting another project
        2. 25.3.2. Importing Office files
          1. 25.3.2.1. Bringing Excel workbook information into Project
          2. 25.3.2.2. Bringing Access database information into Project
          3. 25.3.2.3. Bringing Outlook task lists into Project
          4. 25.3.2.4. Bringing Word document information into Project
            1. 25.3.2.4.1. Pasting information from Word into Project
            2. 25.3.2.4.2. Linking or embedding a Word document in Project
        3. 25.3.3. Importing other files
          1. 25.3.3.1. Importing Microsoft project Exchange files
          2. 25.3.3.2. Importing text files
      4. 25.4. Troubleshooting
        1. 25.4.1. Project imports incorrect times in data from Microsoft Excel
        2. 25.4.2. Linked or embedded objects don't import or export
        3. 25.4.3. The export file contains more or less information than expected
        4. 25.4.4. Project imports invalid information
        5. 25.4.5. The values of imported information change
        6. 25.4.6. The imported project is empty
        7. 25.4.7. Project displays imported information in the wrong fields
      5. 25.5. Summary
    5. 26. Project Case Studies
      1. 26.1. Case 1
        1. 26.1.1. Problem statement
        2. 26.1.2. Problem solution
        3. 26.1.3. Business benefits
        4. 26.1.4. Problem solvers
      2. 26.2. Case 2
        1. 26.2.1. Problem statement
        2. 26.2.2. Problem solution
        3. 26.2.3. Problem solvers
      3. 26.3. Case 3
        1. 26.3.1. Problem statement
        2. 26.3.2. Problem solution
        3. 26.3.3. Problem solvers
      4. 26.4. Case 4
        1. 26.4.1. Problem statement
        2. 26.4.2. Problem solution
        3. 26.4.3. Problem solver
      5. 26.5. Case 5
        1. 26.5.1. Problem statement
        2. 26.5.2. Problem solution
        3. 26.5.3. Problem solvers
      6. 26.6. Case 6
        1. 26.6.1. Problem statement
        2. 26.6.2. Problem solution
        3. 26.6.3. Problem solvers
      7. 26.7. Case 7
        1. 26.7.1. Project statement
        2. 26.7.2. Project solution
        3. 26.7.3. Problem solvers
      8. 26.8. Summary
  12. VII. Appendixes
    1. A. What's on the CD-ROM
      1. A.1. System Requirements
      2. A.2. Using the CD
      3. A.3. Software on the CD-ROM
        1. A.3.1. PDF
        2. A.3.2. Empire TIME
        3. A.3.3. Milestones Professional
        4. A.3.4. Milestones Project companion 2006, from Kidasa Software
        5. A.3.5. PERT Chart EXPERT
        6. A.3.6. PertMaster Project Risk
        7. A.3.7. Project KickStart
        8. A.3.8. WBS Chart Pro
      4. A.4. Project Sample Files
      5. A.5. What's on the Web Site
      6. A.6. Troubleshooting
    2. B. Project Management Worksheet
      1. B.1. Phase I: Research
      2. B.2. Phase II: Planning
      3. B.3. Phase III: Creating Your Project Schedule
        1. B.3.1. Checklist for creating a Project schedule
      4. B.4. Phase IV: Tracking Your Project
        1. B.4.1. Tracking procedures checklist
      5. B.5. Phase V: Preparing for the Next Project
    3. C. Available Fields and Functions for Custom Field Formulas
    4. D. Project Management Resources
      1. D.1. Associations
      2. D.2. Publications
        1. D.2.1. Books
        2. D.2.2. Journals and magazines
      3. D.3. Online
      4. D.4. Software Products
  13. Glossary
  14. Wiley Publishing, Inc. End-User License Agreement