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Microsoft® Project 2010 Inside Out

Book Description

Conquer Microsoft Project 2010—from the inside out!

You're beyond the basics, so dive right in and really put your project management skills to work! This supremely organized reference packs hundreds of timesaving solutions, troubleshooting tips, and workarounds. It's all muscle and no fluff. Discover how the experts tackle Project 2010—and challenge yourself to new levels of mastery.

  • Take charge of the project triangle—time, money, and scope—to balance your plan

  • Enable collaboration among team members, sponsors, and other project stakeholders

  • Manually schedule tasks or use the automatic scheduling engine

  • Track and control your project using earned value analysis

  • Create pivot views of project data with Microsoft Excel(R) 2010 and Visio(R) 2010

  • Manage project activities in an enterprise project-management environment

  • Apply your experience to future projects by creating your own custom templates

  • Table of Contents

    1. Microsoft® Project 2010 Inside Out
    2. SPECIAL OFFER: Upgrade this ebook with O’Reilly
    3. A Note Regarding Supplemental Files
    4. Introduction
      1. Who This Book Is For
      2. Assumptions About You
      3. How To Use This Book
      4. How This Book Is Organized
      5. Features and Conventions Used in this Book
        1. Text Conventions
        2. Design Conventions
      6. About the Companion Content
      7. Acknowledgments
      8. Support and Feedback
        1. Errata & Support
        2. We Want to Hear from You
        3. Stay in Touch
      9. Your Downlodable eBook
    5. I. Project Fundamentals
      1. 1. Introducing Microsoft Project 2010
        1. Using Project 2010—An Overview
          1. Project Standard 2010
          2. Project Professional 2010
          3. Project Server 2010
          4. Project Web App
        2. What’s New in Project 2010
          1. What’s New in Project Standard 2010
            1. Controlling the Project Schedule
            2. Analyzing and Troubleshooting the Schedule
            3. Collaborating on Project Details
            4. Viewing Project Information
            5. Working with Commands and Tools
          2. What’s New in Project Professional 2010
          3. What’s New in Project Server 2010 and Project Web App
            1. Managing Portfolios
            2. Planning Projects and Resource Capacity
            3. Tracking Project Status and Timesheets
            4. Viewing Project Information
            5. Working with Commands and Tools
            6. Managing the Project Server
        3. Using the Project Ribbon
          1. Minimizing and Expanding the Ribbon
          2. Using Keyboard Shortcuts to Access Commands
          3. Finding Lost Commands
        4. Learning as You Go
          1. Getting Help
            1. Browsing Project Help Contents
            2. Searching for a Specific Topic
            3. Getting Help for Project Fields
            4. Finding Project Assistance on the Web
            5. Following Project 2010 through Social Media
          2. Joining a Project Forum
          3. Working with Indicators and Option Buttons
      2. 2. Understanding Projects and Project Management
        1. Understanding Project Management Basics
          1. What Is a Project?
          2. What Is Project Management?
        2. Understanding Project Management Stages
          1. Initiating and Planning the Project
          2. Executing the Project
          3. Monitoring and Controlling the Project
          4. Closing the Project
        3. Facilitating Your Plan with Project 2010
          1. Creating a Model of Your Project
            1. Planning with Project 2010
            2. Executing with Project 2010
            3. Monitoring and Controlling with Project 2010
            4. Closing with Project 2010
          2. Working with Your Team Through Project 2010
          3. Using Project 2010 in Your Enterprise
        4. Working with the Project Stakeholders
        5. Keys to Successful Project Management
    6. II. Developing the Project Plan
      1. 3. Starting a New Project
        1. Getting from Idea to Proposal to Project
        2. Focusing the Project Vision
          1. Defining Scope
          2. Understanding Product Scope and Project Scope
          3. Developing the Scope Statement
        3. Creating a New Project Plan
          1. Creating a Project File
            1. Creating a New Project from a Blank Project File
            2. Creating a New Project from a Template
            3. Creating a New Project from an Existing Project
          2. Saving Your New Project
          3. Scheduling from a Start or Finish Date
          4. Setting Your Project Calendar
            1. Applying a Base Calendar to the Project Calendar
            2. Modifying a Base Calendar
              1. Specifying the Normal Work Week for a Base Calendar
              2. Setting Up an Alternative Work Week
              3. Setting Up Holidays and Other One-Time Calendar Exceptions
              4. Setting Up a Recurring Calendar Exception
            3. Creating a New Base Calendar
          5. Attaching Project Documentation
            1. Showing the Project Summary Task
            2. Copying a Document to Your Project File
            3. Hyperlinking a Document or Website to Your Project File
        4. Entering Tasks
          1. Adding Tasks to Your Project Plan
          2. Importing Tasks from an Excel Worksheet
          3. Entering Recurring Tasks
        5. Sequencing and Organizing Tasks
          1. Moving Tasks
          2. Inserting Additional Tasks
          3. Copying Tasks
          4. Deleting Tasks
          5. Undoing Multiple Edits
        6. Organizing Tasks into an Outline
        7. Setting Up Your Work Breakdown Structure
          1. Understanding Work Breakdown Structure Codes
            1. Showing Outline Numbers as Basic WBS Codes
            2. Creating a Custom WBS Code
          2. Setting Up Work Breakdown Structure Codes
        8. Adding Supplementary Information to Tasks
      2. 4. Viewing Project Information
        1. Understanding Project Information Categories
        2. Accessing Your Project Information
          1. Switching Between Views
            1. Switching to Frequently Used Views
            2. Seeing the List of All Available Views
            3. Showing the View Bar
          2. Using Views
            1. Scheduling with Gantt Charts
            2. Highlighting Tasks with the Timeline
            3. Flowcharting with Network Diagrams
            4. Visualizing the Project with the Calendar
            5. Reviewing Assignments with the Team Planner
            6. Charting Team Availability with the Resource Graph
            7. Tabling with Sheet Views
            8. Timesheeting with Usage Views
            9. Seeing Details with Forms
            10. Cross-Referencing with Combination Views
          3. Using Tables
            1. Sheet and Table Reference
            2. Table Definition Reference
            3. Changing the Table in a View
            4. Modifying a Table
          4. Using Fields
        3. Arranging Your Project 2010 Window
          1. Setting Your Default View
          2. Using the Zoom Slider
          3. Adjusting a Timescale
          4. Showing and Hiding Screen Elements
          5. Splitting a Window
          6. Switching Between Open Projects
        4. Navigating to a Specific Location in a View
        5. Rearranging Your Project Information
          1. Ordering Project Information with a Sort
          2. Grouping Project Information into Categories
          3. Seeing Only What You Need by Filtering
      3. 5. Scheduling Tasks Manually or Automatically
        1. Manually Scheduling Tasks
        2. Automatically Scheduling Tasks
        3. Mixing Manual and Automatic Tasks in a Project Plan
        4. Switching Task Scheduling Modes
        5. Changing Scheduling Defaults
          1. Switching the Task Mode Default for New Tasks in a Plan
          2. Switching the Task Mode Default for a New Project Plan
          3. Switching the Task Mode Default for All New Project Plans
      4. 6. Building Your Schedule
        1. Setting Task Durations
          1. Developing Reliable Task Duration Estimates
          2. Understanding Estimated vs. Confirmed Durations
          3. Entering Durations
          4. Understanding How Durations Affect Scheduling
          5. Reviewing Durations
        2. Establishing Task Dependencies
          1. Creating the Finish-to-Start Task Dependency
          2. Understanding the Dependency Types
          3. Delaying Linked Tasks by Adding Lag Time
          4. Overlapping Linked Tasks by Adding Lead Time
          5. Changing or Removing Links
          6. Reviewing Task Dependencies
        3. Scheduling Tasks to Achieve Specific Dates
          1. Understanding Constraint Types
          2. Changing Constraints
          3. Working with Flexible and Inflexible Constraints
            1. Flexible Constraints
            2. Moderately Flexible Constraints
            3. Inflexible Constraints
          4. Reviewing Constraints
        4. Setting Deadline Reminders
        5. Creating Milestones in Your Schedule
        6. Working with Task Calendars
          1. Setting Up the Task Calendar
          2. Assigning a Base Calendar to a Task
        7. Seeing Feedback on Scheduling Changes
          1. Highlighting the Ripple Effects of Schedule Changes
          2. Reviewing the Factors That Affect Task Scheduling
      5. 7. Setting Up Resources in the Project
        1. Understanding the Impact of Resources in the Plan
        2. Adding Resources to the Project
          1. Entering Resources in the Resource Sheet
          2. Adding Work Resources to the Project
            1. Adding Resources from Your E-Mail Address Book
            2. Using Resource Information from Excel
          3. Adding Material Resources to the Project
          4. Adding Cost Resources to the Project
            1. What Are Cost Resources?
            2. Identifying a Resource as a Cost Resource
        3. Removing a Resource from the Project
        4. Identifying Tentative, Generic, or Budget Resources
          1. Proposing Tentative Resources
          2. Using Generic Resources as a Placeholder
          3. Specifying a Budget Resource
        5. Setting When Resources Are Available for Work
          1. Setting Working Times and Days Off for Work Resources
            1. Viewing a Resource Calendar
            2. Applying a Different Base Calendar to a Resource
            3. Modifying a Resource Calendar
            4. Creating a New Base Calendar for Resources
          2. Specifying Resource Availability with Max Units
        6. Adding Detailed Resource Information
          1. Working with Supplemental Resource Fields
          2. Specifying Contact Information
          3. Adding a Note Regarding a Resource
          4. Hyperlinking to Resource Information
      6. 8. Assigning Resources to Tasks
        1. Assigning Work Resources to Tasks
          1. Creating Work Resource Assignments
          2. Adding and Assigning Resources at the Same Time
          3. Finding the Right Resources for the Job
          4. Using the Team Planner to Assign Resources
            1. Assigning Resources in the Team Planner
            2. Scheduling Tasks in the Team Planner
            3. Rescheduling or Reassigning Tasks in the Team Planner
            4. Preventing Overallocations by Using the Team Planner
            5. Reviewing Task Details in the Team Planner
          5. Understanding Assignment Calculations
        2. Assigning Material Resources to Tasks
        3. Assigning Cost Resources to Tasks
        4. Reviewing Assignment Information
          1. Showing Assignments by Task or Resource
          2. Showing Assignment Information Under a Task View
        5. Changing Resource Assignments
        6. Contouring Resource Assignments
      7. 9. Planning Resource and Task Costs
        1. Planning Resource Costs
          1. Setting Costs for Work Resources
            1. Specifying Variable Work Resource Costs
            2. Specifying Fixed Resource Costs
          2. Setting Costs for Material Resources
          3. Setting Multiple Costs for a Resource
          4. Setting Cost Accrual
          5. Entering Costs for Cost Resource Assignments
        2. Planning Fixed Costs for Tasks
        3. Reviewing Planned Costs
          1. Reviewing Assignment Costs
          2. Reviewing Resource Costs
          3. Reviewing Task Costs
          4. Reviewing the Total Planned Cost for the Project
        4. Setting Up and Reviewing a Project Budget
          1. Creating Budget Resources
          2. Assigning Budget Resources to the Project Summary Task
          3. Entering Budget Values for the Budget Resources
          4. Aligning Resources with Their Budget Resource Type
          5. Comparing Resource Costs with Budget Resource Values
        5. Setting a Different Currency
          1. Setting Up a Different Currency on Your Computer
          2. Setting Up a Different Currency in Project 2010
      8. 10. Checking and Adjusting the Project Plan
        1. Working with the Critical Path and Critical Tasks
          1. Understanding Slack Time and Critical Tasks
          2. Viewing the Critical Path
        2. Controlling Schedule Changes with Task Types
          1. Should a Task Have Effort-Driven Scheduling?
          2. When Should a Task Have Fixed Units?
          3. When Should a Task Have Fixed Work?
          4. When Should a Task Have Fixed Duration?
          5. Understanding Schedule Changes Based on Task Type
          6. Changing the Task Type
        3. Bringing in the Project Finish Date
          1. Viewing Finish Dates and the Critical Path
          2. Checking Your Schedule Assumptions
            1. Checking and Adjusting Date Constraints
            2. Checking and Adjusting Dates on Manually Scheduled Tasks
            3. Checking and Adjusting Task Dependencies
            4. Checking and Adjusting Durations
            5. Reviewing Scheduling Factors with the Task Inspector
          3. Adjusting Resource Settings to Bring in the Finish Date
            1. Checking and Adjusting Resource Availability
            2. Adding Resources to Decrease Duration
        4. Reducing Project Costs
          1. Viewing Project Costs
            1. Reviewing Total Cost Using Project Statistics
            2. Reviewing Costs with the Cost Table
            3. Comparing Resource Costs Against Budget Resource Values
            4. Generating Cost Reports
            5. Sorting Tasks or Resources by Cost
            6. Filtering Tasks or Resources by Cost
          2. Checking Your Cost Assumptions
          3. Adjusting the Schedule to Reduce Costs
          4. Adjusting Assignments to Reduce Costs
          5. Adjusting Cost Resources
        5. Balancing Resource Workloads
          1. Viewing Resource Workloads
          2. Adjusting Resource Availability
          3. Adjusting Assignments
            1. Adding More Resources to Tasks
            2. Moving Assignments to Adjust for Overallocations
            3. Replacing Overallocated Resources
            4. Delaying a Task or Assignment
            5. Specifying Overtime Work to Account for Overallocations
          4. Splitting Tasks
          5. Preventing Overallocations Using the Team Planner
          6. Leveling Assignments
            1. Setting Leveling Priorities
            2. Leveling Resources with Standard Defaults
            3. Setting Leveling Options
            4. Understanding Leveling Options
            5. Checking the Results of Leveling
        6. Changing Project Scope
        7. Reviewing the Impact of Changes
        8. Obtaining Buyoff on the Project Plan
    7. III. Tracking Progress
      1. 11. Setting a Baseline and Updating Progress
        1. Saving Original Plan Information Using a Baseline
          1. Setting a Baseline
            1. Setting the Project Baseline
            2. Setting the Baseline for Newly Added Tasks
          2. Reviewing Baseline Information
          3. Saving Additional Baselines
          4. Reviewing Multiple Baselines
          5. Saving Additional Scheduled Start and Finish Dates
          6. Clearing a Baseline
        2. Updating Task Progress
          1. Choosing the Best Method for Entering Actuals
          2. Updating Progress with Task Scheduling Controls
            1. Entering Percentage Complete
            2. Entering Actual and Remaining Duration
            3. Entering Actual Start and Actual Finish
          3. Using Resource Work to Update Progress
            1. Entering Percentage Work Complete
            2. Entering Actual Work Complete and Remaining Work
            3. Entering Actual Work by Time Period
          4. Updating Progress Using a Different Status Date
          5. Marking Tasks Exactly on Track
        3. Updating Actual Costs
          1. Updating Actual Costs for Work Resources
          2. Updating Actual Costs for Material Resources
          3. Updating Actuals for Cost Resources
          4. Updating Actuals for Fixed Costs on Tasks
          5. Manually Updating Project Costs
      2. 12. Responding to Changes in Your Project
        1. Monitoring and Adjusting the Schedule
          1. Monitoring Schedule Progress
            1. Reviewing Overall Schedule Progress
            2. Reviewing Schedule Variances
            3. Reviewing the Critical Path
            4. Reviewing Task Progress
            5. Showing Progress Lines
          2. Correcting the Schedule
          3. Rescheduling the Project
            1. Rescheduling Selected Tasks
            2. Rescheduling All Uncompleted Tasks
            3. Rescheduling the Entire Project
        2. Monitoring and Adjusting Costs
          1. Monitoring Project Costs
            1. Reviewing Overall Cost Totals
            2. Reviewing Cost Variances
            3. Reviewing Overbudget Costs
            4. Reviewing Cost Performance by Using Earned Value Analysis
            5. Reviewing Budget Status
          2. Realigning the Project with the Budget
        3. Monitoring and Adjusting Resource Workload
          1. Monitoring Resource Workload
            1. Reviewing Overall Work Totals
            2. Reviewing Work Variances
            3. Reviewing Overbudget Work
            4. Reviewing Resource Allocation
          2. Balancing the Resource Workload
    8. IV. Reporting and Analyzing Project Information
      1. 13. Reporting Project Information
        1. Establishing Your Communications Plan
        2. Using Views to Report Project Information
          1. Setting Up and Printing Views
          2. Specifying Options for Printed Views
          3. Drawing in a Gantt View
        3. Generating Text and Visual Reports
          1. Working with Text-Based Reports
          2. Working with Visual Reports in Excel and Visio
        4. Generating the Right Reports
          1. Summarizing with Overview Reports
            1. Using the Project Summary Report
            2. Using the Top-Level Tasks Report
            3. Using the Critical Tasks Report
            4. Using the Critical Tasks Status Report in Visio
            5. Using the Milestones Report
            6. Using the Working Days Report
          2. Focusing on Tasks with Schedule Progress Reports
            1. Using the Unstarted Tasks Report
            2. Using the Tasks Starting Soon Report
            3. Using the Tasks In Progress Report
            4. Using the Completed Tasks Report
            5. Using the Should Have Started Tasks Report
            6. Using the Slipping Tasks Report
            7. Using the Baseline Report in Visio
            8. Using the Baseline Work Report in Excel
            9. Using the Task Status Report in Visio
            10. Using the Budget Work Report in Excel
          3. Analyzing Budget Status with Cost Reports
            1. Using the Cash Flow Report
            2. Using the Cash Flow Report in Excel
            3. Using the Cash Flow Report in Visio
            4. Using the Baseline Cost Report in Excel
            5. Using the Budget Report
            6. Using the Budget Cost Report in Excel
            7. Using the Resource Cost Summary Report in Excel
            8. Using the Overbudget Tasks Report
            9. Using the Overbudget Resources Report
            10. Using the Earned Value Report
            11. Using the Earned Value Over Time Report in Excel
          4. Evaluating Resource Allocation with Assignment Reports
            1. Using the Who Does What Report
            2. Using the Who Does What When Report
            3. Using the To-Do List
            4. Using the Overallocated Resources Report
            5. Using the Resource Availability Report in Visio
            6. Using the Resource Work Availability Report in Excel
            7. Using the Task Usage Report
            8. Using the Resource Usage Report
            9. Using the Resource Work Summary Report in Excel
            10. Using the Resource Remaining Work Report in Excel
            11. Using the Resource Status Report in Visio
        5. Revising a Built-In Report
          1. Modifying a Text Report
            1. Copying an Existing Text Report
            2. Modifying an Existing Text Report
            3. Adjusting the Page Setup of a Report
          2. Modifying a Visual Report
        6. Building a Custom Report
          1. Creating a New Text Report
          2. Creating a New Visual Report Template
        7. Saving Project Data Fields
          1. Saving the Reporting Cube
          2. Saving the Reporting Database
        8. Sharing Project Reports Electronically
          1. Saving a View as a PDF File
          2. Saving a Report as a PDF File
          3. Posting Project Information on a Web Page
            1. Saving a Project Plan as an XML File
            2. Saving a View as a Graphic Image
      2. 14. Analyzing Progress Using Earned Value
        1. Generating Earned Value Data
          1. Setting the Baseline
            1. Entering Actuals
          2. Specifying the Status Date
        2. Reviewing Earned Value Data
          1. Working with Earned Value Tables
          2. Understanding the Earned Value Fields
          3. Generating the Earned Value Text Report
          4. Generating the Earned Value Over Time Visual Report
    9. V. Managing Multiple Projects
      1. 15. Managing Master Projects and Resource Pools
        1. Structuring Master Projects with Subprojects
          1. Setting Up a Master Project
            1. Inserting Projects into a Master Project
            2. Breaking a Large Project into Subprojects
          2. Working with Subproject Information
            1. Changing Subproject Information to Read-Only
            2. Viewing the Critical Path in a Master Project
          3. Unlinking a Subproject from Its Source File
          4. Removing a Subproject from the Master Project
        2. Consolidating Project Information
        3. Opening Multiple Project Files as a Set
          1. Accessing the Save Workspace Command
          2. Creating the Project Workspace File
        4. Sharing Resources by Using a Resource Pool
          1. Setting Up a Resource Pool
          2. Linking a Project to Your Resource Pool
          3. Checking Availability of Resource Pool Resources
          4. Updating Resource Pool Information
          5. Disconnecting a Resource Pool from a Project Plan
      2. 16. Exchanging Information Between Project Plans
        1. Copying and Moving Information Between Projects
          1. Copying and Moving Task and Resource Information
          2. Copying Fields Between Projects
        2. Copying Project Elements by Using the Organizer
          1. Copying an Element from a Project to the Global Template
          2. Copying an Element Between Two Projects
        3. Linking Information Between Project Plans
          1. Linking Tasks Between Different Projects
          2. Reviewing Cross-Project Links
          3. Updating Cross-Project Links
          4. Removing Cross-Project Links
    10. VI. Integrating Project 2010 with Other Programs
      1. 17. Exchanging Information with Other Applications
        1. Copying Information
          1. Copying from Project 2010 to Another Application
          2. Copying from Another Application to Project 2010
          3. Copying a Picture of a View
            1. Capturing a View for Other Applications
            2. Copying the Timeline for Other Applications
        2. Embedding Information
          1. Embedding from Project 2010 to Another Application
            1. Embedding an Existing Project 2010 File
            2. Creating a New Project 2010 File as an Embedded Object
            3. Working with an Embedded Project 2010 File
          2. Embedding from Another Application to Project 2010
            1. Inserting a Graphic or Other Object in the Gantt Chart
            2. Embedding an Object in a Note
            3. Creating a New Object to Embed in the Project
            4. Working with the Embedded Object in the Project
        3. Linking Information
          1. Linking from Project 2010 to Another Application
          2. Linking from Another Application to Project 2010
            1. Linking Text or Numbers to a Project Table
            2. Linking a Graphic or Other Object into Your Project Plan
            3. Updating Links in Your Project
        4. Hyperlinking to Websites or Other Documents
          1. Creating a Hyperlink
          2. Following a Hyperlink
          3. Removing a Hyperlink
        5. Importing and Exporting Information
          1. Updating Security Settings to Allow Data Import and Export
          2. Importing Information into Project 2010
          3. Exporting Information from Project 2010
          4. Saving Your Project Plan as a PDF File
          5. Working with Project 2010 and XML Files
          6. Importing and Exporting Database Information
      2. 18. Integrating Project 2010 with Excel
        1. Copying Between Project 2010 and Excel
          1. Copying Information from Excel
            1. Copying Sheet Information from Excel
            2. Copying Graphics from Excel
          2. Copying Information to Excel
            1. Copying Sheet Information to Excel
            2. Copying Graphics to Excel
        2. Embedding Between Project 2010 and Excel
          1. Embedding an Excel Object in Project 2010
            1. Embedding Copied Excel Information in a Project 2010 File
            2. Embedding an Entire Excel File in a Project 2010 File
            3. Creating a New Excel Object in Project 2010
            4. Working with an Embedded Excel Object
          2. Embedding a Project 2010 File in Excel
            1. Embedding an Existing Project 2010 File in Excel
            2. Creating a New Project 2010 File in Excel
            3. Working with the Embedded Project 2010 File
        3. Linking Between Project 2010 and Excel
          1. Linking from Excel to Project 2010
          2. Linking from Project 2010 to Excel
          3. Working with a Linked Object
            1. Editing Linked Information
            2. Updating Linked Objects
            3. Viewing Links
        4. Importing and Exporting with Excel
          1. Importing from Excel to Project 2010
            1. Building a Project Task List in Excel
            2. Building Detailed Project Information in Excel
            3. Importing from Excel
          2. Exporting from Project 2010 to Excel
            1. Exporting Selected Data to Excel
            2. Exporting Complete Project Data to Excel
          3. Reusing a Previously Saved Export Map
        5. Producing a Visual Report of Project Data in Excel
          1. Generating a Visual Report from a Built-in Template
          2. Configuring a Visual Report in Excel
          3. Creating and Editing Visual Report Templates in Excel
            1. Editing a Built-In Visual Report Template for Excel
            2. Creating a New Visual Report Template for Excel
      3. 19. Integrating Project 2010 with Visio
        1. Creating a Visual Report of Project Data in Visio
          1. Generating a Built-in Visual Report for Visio
          2. Configuring a Visual Report in Visio
          3. Creating and Editing Visual Report Templates in Visio
        2. Presenting Project 2010 Data with Visio
          1. Showing Project Timeline Information in Visio
          2. Displaying Project Information in a Visio Gantt Chart
        3. Exporting Data from Visio to Project 2010
          1. Exporting Timelines from Visio to Project 2010
          2. Exporting Visio Gantt Charts to Project 2010
        4. Representing Project Data in a Visio Diagram
          1. Using the Visio Timeline Template
            1. Configuring the Time Period and Time Format
            2. Configuring a Timeline Interval
            3. Configuring Milestones
            4. Expanding a Portion of a Timeline
            5. Synchronizing Milestones and Intervals
          2. Using the Gantt Chart Template
          3. Using the PERT Chart Template
      4. 20. Integrating Project 2010 with Outlook
        1. Exchanging Task Information with Outlook
          1. Adding Outlook Tasks to Your Project Plan
          2. Adding Project 2010 Tasks to Outlook Tasks
        2. Building Your Resource List with Outlook
        3. Sending Project File Information
          1. Sending an Entire Project File
          2. Routing a Project File
          3. Publishing the Project File to an Exchange Folder
      5. 21. Collaborating as a Team by Using SharePoint
        1. Creating a Project Tasks List on a SharePoint Site
        2. Exchanging Project Information with SharePoint
          1. Saving and Synchronizing SharePoint Tasks List Project
          2. Creating a New SharePoint Tasks List from a Project Plan
        3. Synchronizing Changes Between Project and SharePoint
          1. Synchronizing Changes and Resolving Sync Conflicts
          2. Mapping Fields Between Project and SharePoint
        4. Opening and Viewing Connected Project Information
        5. Collaborating with Team Members on Task Updates
          1. Assigning Tasks to Team Members
            1. Assigning Resources in SharePoint
            2. Assigning Resources in Project
          2. Updating Task Progress
            1. Updating Task Progress in SharePoint
            2. Updating Task Progress in Project
    11. VII. Managing Projects Across Your Enterprise
      1. 22. Understanding Enterprise Project Management
        1. Why Use Enterprise Project Management?
        2. Who’s Who in Enterprise Project Management
        3. Understanding the Components of Enterprise Project Management
          1. Understanding Project Server Architecture
          2. Understanding the Role of Project Professional
          3. Understanding the Role of Project Web App
          4. Putting the Components Together
        4. Understanding Project Portfolio Management
        5. Understanding the Enterprise Project Management Project Life Cycle
          1. Collaborating as a Project Team
          2. Standardizing Enterprise Projects
          3. Managing Enterprise Resources
      2. 23. Administering Your Enterprise Project Management Solution
        1. Signing In and Out
        2. Configuring Project Server Security
          1. Understanding Groups, Categories, and Permissions
          2. Creating a User Account
          3. Deactivating a User
          4. Viewing or Changing Permissions for User Groups
          5. Creating a Security Template
          6. Creating a Group
          7. Customizing Categories
        3. Administering the Enterprise Resource Pool
          1. Creating the Enterprise Resource Pool
            1. Adding Multiple Enterprise Resources
            2. Adding Resources by Synchronizing with Active Directory
            3. Adding an Individual Enterprise Resource
            4. Adding a Team Resource
            5. Importing Existing Local Resources to the Project Server
          2. Updating Resource Information
            1. Finding and Selecting Resources
            2. Modifying Enterprise Resource Information
          3. Removing a Resource from the Enterprise Resource Pool
        4. Establishing the Enterprise Portfolio
        5. Setting Up Project Workflows
          1. Managing Workflow Phases
          2. Managing Workflow Stages
          3. Configuring Enterprise Project Types
        6. Standardizing Enterprise Project Elements
          1. Working with the Enterprise Global Template
            1. Changing the Enterprise Global
            2. Copying a Custom Element from a Project to the Enterprise Global
          2. Customizing Enterprise Project Fields
            1. Establishing Custom Fields
            2. Associating Resource Codes with Resources
          3. Creating Calendars to Reflect Nonworking Times
        7. Setting Up Team Member Work Pages
          1. What’s the Difference Between Tasks and Timesheets?
            1. Understanding the Tasks Page
            2. Understanding the Timesheet Page
            3. Working with Task Progress and Timesheets
            4. Working with Timesheet Single-Entry Mode
          2. Defining the Task Progress Page
            1. Setting the Update Method and Restrictions
            2. Closing Tasks Against Further Reporting
            3. Setting the Fields
          3. Defining the Timesheet Page
            1. Identifying the Reporting Periods
            2. Setting Timesheet Defaults and Update Restrictions
            3. Setting Categories for Administrative Time
            4. Setting the Billing Categories
        8. Managing Pages, Views, and Reports
          1. Creating and Managing Pages with Web Parts
            1. Modifying a Built-In Page
            2. Creating a Page
            3. Deleting a Custom Page
          2. Creating and Managing Views
            1. Modifying a Built-In View
            2. Creating a New View from a Copied View
            3. Creating a View from Scratch
            4. Deleting a View
          3. Customizing the Quick Launch
          4. Sending Automated Alerts and Reminders to Users
      3. 24. Managing Enterprise Projects and Resources
        1. Connecting to Your Project Server
          1. Setting Up Project Professional with Project Server
          2. Logging On via Project Professional
          3. Signing In via Project Web App
          4. Finding Your Way Around
            1. Using the Quick Launch
            2. Working with Pages and Controls
            3. Working with Tables
        2. Working with Enterprise Projects
          1. Creating a New Enterprise Project
            1. Creating an Enterprise Project by Using Project Professional
            2. Creating an Enterprise Project by Using Project Web App
            3. Saving Changes for Your Enterprise Project
          2. Publishing Project Information to the Project Server
            1. Publishing a Project In Project Professional
            2. Publishing a Project In Project Web App
          3. Managing Your Files on the Project Server
            1. Checking Out an Enterprise Project
            2. Checking In Projects from Project Professional
            3. Checking In Projects in Project Web App
            4. Working Offline with Enterprise Projects
          4. Refining Your Enterprise Projects
            1. Reviewing the Enterprise Global Template
            2. Working with Custom Enterprise Fields
            3. Setting Up a Program of Projects
            4. Depending on Deliverables in Other Projects
              1. Setting Up a Dependency on a Deliverable
              2. Checking the Status of a Deliverable
              3. Creating a Deliverable
        3. Following a Project Workflow
          1. Initiating a Project Proposal
          2. Working Through the Define Phase and Beyond
        4. Building Your Enterprise Project Team
          1. Finding Resources to Meet Your Needs
            1. Building Your Project Team in Project Professional
            2. Building Your Project Team in Project Web App
            3. Identifying Resource Attributes by Using Custom Enterprise Fields
            4. Using Generic Resources as Placeholders
            5. Adding a Team Assignment Pool to Your Project Resource List
            6. Finding Enterprise Resources That Meet Specific Criteria
            7. Review Resource Assignments and Availability
            8. Replacing an Existing Project Resource with an Enterprise Resource
            9. Matching an Existing Project Resource
            10. Matching and Replacing Generic Resources
            11. Proposing Tentative Resources
          2. Assigning Tasks to Enterprise Resources
            1. Identifying Assignment Owners
            2. Assigning Status Managers
        5. Collaborating with Your Project Team
          1. Publishing Project Information for Resources
          2. Exchanging Task Progress Information
            1. Setting Up Task Updates
            2. Reviewing Task Updates from Resources
            3. Incorporating Task Updates into the Project
          3. Requesting and Receiving Text-Based Status Reports
            1. Requesting Text-Based Status Reports
            2. Reviewing Text-Based Status Reports
          4. Tracking Billable and Nonbillable Time by Using Timesheets
            1. Reviewing and Approving Timesheets
            2. Reviewing and Approving Administrative Time
          5. Configuring Task Update Options
            1. Setting Up E-Mail Notifications and Reminders
            2. Setting Rules for Accepting Updates
          6. Managing Documents, Risks, and Issues
            1. Controlling Project Documents
            2. Mitigating Project Risks
            3. Monitoring Project Issues
      4. 25. Participating on a Team Using Project Web App
        1. Getting Started with Project Web App
          1. Signing In and Out of Project Web App
          2. Finding Your Way Around
            1. Using the Quick Launch
            2. Working with Pages and Controls
            3. Working with Tables
        2. Working with Your Assignments
          1. Reviewing New and Changed Assignments
            1. Reviewing New Assignments
            2. Rejecting an Assignment
            3. Reviewing Changed Assignments
          2. Reassigning a Task to Another Resource
          3. Assigning Yourself to New Tasks
            1. Assigning Yourself to an Existing Task
            2. Assigning Yourself to a Team Task
            3. Proposing a New Project Task
          4. Working with Your Task Information
            1. Viewing and Arranging Your Tasks
            2. Viewing or Updating Task Fields
          5. Glimpsing the Big Project Picture
          6. Tracking Assignments and Updating Progress
            1. Tracking Progress Information
            2. Working with Progress Update Requests
            3. Submitting Progress Information
              1. Updating Progress in the Tasks Page
              2. Updating Progress on the Task Details Page
              3. Saving and Submitting Progress Information
        3. Submitting Text-Based Status Reports
        4. Logging Time by Using Timesheets
          1. Reviewing and Submitting a Timesheet
          2. Requesting Nonproject or Nonworking Time
        5. Working with Issues and Risks
        6. Setting Up E-Mail Reminders and Outlook Tasks
          1. Setting Your Alerts and Reminders
          2. Working with Project Tasks in Outlook
        7. Managing Resources in Project Web App
      5. 26. Making Executive Decisions Using Project Web App
        1. Getting Started with Project Web App
          1. Signing In and Out
          2. Navigating Project Web App
        2. Understanding Project Portfolio Management
        3. Reviewing and Prioritizing Business Drivers
          1. Viewing Your Business Drivers
          2. Sharing Your Business Drivers
          3. Prioritizing Business Drivers
          4. Analyzing Your Portfolio to Select the Best Projects
        4. Working with the Portfolio of Projects
          1. Reviewing Project Information
            1. Understanding Project Workflow Phases and Stages
            2. Viewing Project Summary Information
            3. Viewing Project Details
          2. Reviewing Project Workspaces
          3. Creating a New Project
        5. Working with Resource Information
          1. Viewing the Enterprise Resource Pool
          2. Viewing Resources for Specific Projects
          3. Reviewing Resource Assignments
          4. Reviewing Resource Availability
          5. Reviewing Resource Plans
        6. Analyzing and Reporting on Project Information
          1. Understanding the Portfolio Analysis Tools
          2. Generating Reports
          3. Using Dashboards
      6. 27. Managing and Analyzing Project Portfolios
        1. Understanding Project Portfolio Management
        2. Designing Your Demand Management System
          1. Understanding Workflow Basics
          2. Using the Default Workflow
          3. Customizing an Existing Workflow
            1. Changing a Workflow Phase
            2. Adding a New Workflow Stage
            3. Changing an Existing Workflow Stage
            4. Removing a Workflow Stage
          4. Associating a Workflow with an Enterprise Project Type
          5. Creating a New Workflow
        3. Optimizing Your Project Portfolio
          1. Reflecting Strategy by Defining Business Drivers
            1. Viewing Existing Business Drivers
            2. Changing the Business Drivers
            3. Prioritizing Business Drivers
          2. Selecting the Best Projects for the Portfolio
        4. Viewing Project Information
          1. Seeing Project Summary Information
          2. Viewing Project Details
        5. Communicating Portfolio Information
          1. Creating Reports
          2. Creating Dashboards
    12. VIII. Customizing and Managing Project Files
      1. 28. Customizing Your View of Project Information
        1. Customizing Views
          1. Changing the Content of a View
          2. Creating a New View
          3. Saving a View
          4. Changing Text Formatting in Views
            1. Changing Text Formatting for a View
            2. Changing the Format of Individual Text
          5. Formatting a Gantt Chart View
            1. Formatting the Appearance of Gantt Bars
            2. Creating a Gantt Bar
            3. Formatting the Appearance of Gantt Bar Text
            4. Formatting the Layout of Gantt Bars
            5. Formatting the Appearance of Gridlines
          6. Modifying the Timescale
          7. Modifying a Network Diagram
            1. Formatting the Content and Appearance of Boxes
            2. Changing the Layout of Boxes
          8. Modifying the Timeline
            1. Changing the Appearance of a Task on the Timeline
            2. Changing the Content of the Timeline
          9. Modifying the Team Planner
            1. Changing the Appearance of Team Planner Elements
            2. Changing the Information in the Team Planner
          10. Modifying the Resource Graph
            1. Modifying the Appearance of Resource Graph Bars
            2. Changing the Fields that Appear in the Resource Graph
          11. Modifying the Calendar
          12. Modifying a Sheet View
          13. Modifying a Usage View
        2. Customizing Tables
          1. Modifying the Columns in a Table
          2. Modifying Other Table Options
          3. Creating a New Table
        3. Customizing Fields
          1. Customizing a Field
          2. Specifying Lookup Values for a Custom Field
          3. Creating a Calculated Field
          4. Calculating Group and Summary Values
          5. Calculating Values for Assignment Rows
          6. Working with Graphical Indicators
        4. Working with Outline Codes
          1. Setting Up Outline Codes
            1. Selecting the Outline Code
            2. Defining a Code Mask
            3. Controlling Outline Code Values
            4. Defining a Lookup Table
          2. Assigning Outline Codes
          3. Reviewing Your Tasks or Resources by Outline Code
        5. Customizing Groups
          1. Modifying a Group
          2. Creating a New Group
        6. Customizing Filters
          1. Modifying a Filter
          2. Creating Filters
            1. Creating Comparison Filters
            2. Creating Filters with Multiple Tests
            3. Creating Interactive Filters
          3. Customizing AutoFilter Criteria
        7. Sharing Customized Elements Among Projects
          1. Working with the Organizer
          2. Copying Customized Elements
          3. Removing Customized Elements
          4. Renaming Customized Elements
          5. Restoring Customized Elements to their Default State
      2. 29. Customizing the Project 2010 Interface
        1. Customizing the Quick Access Toolbar
          1. Adding a Command to the Quick Access Toolbar
          2. Rearranging Commands on the Quick Access Toolbar
          3. Removing a Command from the Quick Access Toolbar
          4. Resetting the Quick Access Toolbar
          5. Moving the Quick Access Toolbar
        2. Customizing the Project 2010 Ribbon
          1. Adding a Custom Group or Tab to the Ribbon
            1. Creating a Custom Group
            2. Adding Commands to a Custom Group
            3. Creating a Custom Tab
          2. Changing Tabs, Groups, and Commands
            1. Rearranging Tabs and Groups
            2. Renaming Tabs and Groups
            3. Changing the Name or Button Icon for a Command
          3. Removing Tabs, Groups, and Commands
          4. Resetting Ribbon Defaults
            1. Resetting the Selected Tab
            2. Resetting the Ribbon to All Default Settings
        3. Sharing a Custom Ribbon and Quick Access Toolbar
          1. Exporting a Custom Ribbon for Another User
          2. Importing a Custom Ribbon from Another User
      3. 30. Automating Your Work with Macros
        1. Understanding Macros
          1. What Is a Macro?
          2. Why Use Macros?
        2. Creating Macros
          1. Understanding the Record Macro Dialog Box
          2. Knowing When to Say “When”
          3. Recording a Macro
          4. Looking at Macro Code
        3. Running Macros
          1. Creating Keyboard Shortcuts
          2. Adding Macro Commands to the Ribbon
            1. Creating a Custom Group to Hold Your Macros
            2. Adding Macros to a Custom Group
            3. Changing the Macro Icon or Display Name
      4. 31. Standardizing Projects by Using Templates
        1. Understanding the Template Types
        2. Working with the Project Global Template
          1. Customized Elements Controlled by the Organizer
          2. Customized Project Options
          3. The Customized Ribbon and Quick Access Toolbar
        3. Working with Project Templates
          1. Starting a New Project from a Template
            1. Creating a New Project with a Template
            2. Saving Your New Project
            3. Adapting the Template to Your Project
          2. Creating Your Own Project Template
          3. Updating an Existing Template
        4. Closing a Project
          1. Analyzing Project Performance
          2. Recording Lessons Learned
          3. Saving Acquired Project Knowledge
      5. 32. Managing Project Files
        1. Saving Project Files
          1. Saving a New Project
          2. Saving Project Files Automatically
          3. Specifying the Default Save Location
        2. Opening Project Files
          1. Opening a Saved Project
            1. Opening a Project
            2. Opening a Recent Project
          2. Searching for Files
        3. Saving and Opening with Different File Formats
          1. Working with Microsoft Project File Formats
          2. Exporting and Importing with Excel
          3. Exchanging Project Information with Databases
            1. Saving a Project File to XML Format
            2. Saving and Opening with an ODBC Database
            3. Saving and Opening with a Microsoft Access Database
          4. Working with Common Cross-Application File Formats
        4. Comparing Project Plans Side by Side
        5. Safeguarding Your Project Files
          1. Backing Up Your Project Files
          2. Protecting Your Project Files with a Password
          3. Opening Files Safely
    13. IX. Appendixes
      1. A. Installing Microsoft Project 2010
        1. Setting Up Project Standard or Project Professional 2010
          1. Understanding System Requirements
          2. Setting Up Project 2010
          3. Activating Project 2010
          4. Changing Your Project 2010 Setup
            1. Adding or Removing Features
            2. Repairing Project 2010
            3. Removing Project 2010 from Your Computer
        2. Issues for Project Server 2010 Setup
          1. Understanding the Components of EPM
          2. Analyzing Your Project Server Requirements
          3. Understanding Project Server System Requirements
          4. Finding Resources for Project Server Setup
      2. B. Online Resources for Microsoft Project 2010
        1. Microsoft-Sponsored Resources
          1. Project Desktop Basics
          2. Project Server Basics
          3. Discussion Forums and Social Media
          4. Developer Information
          5. Project Certification
        2. Independent Resources
          1. Organizations
          2. Experts and Resources
          3. Blogs and Discussions
      3. C. Keyboard Shortcuts
        1. Keyboard Shortcut Reference Tables
        2. Finding More Keyboard Shortcuts
        3. Using Ribbon KeyTips to Access Commands
    14. D. Index to Troubleshooting Topics
    15. E. About the Authors
    16. Index
    17. About the Authors
    18. SPECIAL OFFER: Upgrade this ebook with O’Reilly