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Project 2010 Bible

Book Description

A comprehensive reference on the latest version of the leading enterprise project management software: Microsoft Project 2010

Microsoft Project allows users to manage business activities effectively by sharing project information, performing modeling and scenario analyses, standardizizing reporting processes, and more. This soup-to-nuts reference covers both the professional and standard versions of the latest iteration of Microsoft Project, as well as Project Server, so that you can efficiently manage your business projects. Veteran author Elaine Marmel begins with an overview of project management basics and then gradually moves on to more advanced topics so that you can learn the scope of what successful project management entails.

  • Popular author Elaine Marmel provides comprehensive coverage of Microsoft Project 2010 and shows you how to successfully manage your business activities

  • Begins with project management basics, such as creating a new project, tracking a project's progress, and working in groups

  • Covers more advanced topics, including customizing Project, using macros, and importing and exporting information

  • Demonstrates how to build tasks, use views, modify the appearance of a project, and resolve scheduling and resource problems

With Project 2010 Bible by your side, you'll learn to confidently and skillfully put Microsoft Project 2010 to work for you.

Table of Contents

  1. Copyright
  2. About the Author
  3. Credits
  4. Acknowledgments
  5. Introduction
    1. Why You Need This Book
      1. How this book is designed
      2. Whom this book is 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: Getting Information about Projects
      4. Part IV: Refining Your Project
      5. Part V: Tracking Your Progress
      6. Part VI: Advanced Microsoft Project
      7. Part VII: Working in Groups
      8. Part VIII: Appendices
  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. Fixed-duration tasks and resource-driven schedules
          4. 1.1.1.4. Diagrams that aid project management
          5. 1.1.1.5. On the Web
          6. 1.1.1.6. 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. How Microsoft Project can 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. Using the Ribbon
          2. 2.1.1.2. Introducing the Quick Access Toolbar (QAT)
          3. 2.1.1.3. Working with the Mini Toolbar
          4. 2.1.1.4. Understanding Backstage view
          5. 2.1.1.5. Examining the Gantt Chart view
        2. 2.1.2. Changing views
      2. 2.2. What's New in Project 2010
      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 start projects
        3. 3.2.3. Opening 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
        4. 3.4.4. Adjusting the calendar
      5. 3.5. Working with Tasks
        1. 3.5.1. Entering tasks
        2. 3.5.2. Adding detail tasks
        3. 3.5.3. Adding tasks to the timeline
        4. 3.5.4. Manual or automatic scheduling?
          1. 3.5.4.1. Creating manually scheduled tasks
          2. 3.5.4.2. Switching a task's scheduling mode
          3. 3.5.4.3. Setting the default scheduling mode
      6. 3.6. Saving Project Files
        1. 3.6.1. Saving files
        2. 3.6.2. Saving files as templates
        3. 3.6.3. Protecting files
        4. 3.6.4. Closing Project
      7. 3.7. Working with a Project Outline
        1. 3.7.1. Adjusting tasks in an outline
        2. 3.7.2. Copying tasks
        3. 3.7.3. Displaying and hiding tasks
      8. 3.8. Getting Help
        1. 3.8.1. Using the Help system
        2. 3.8.2. Finding online help
      9. 3.9. Summary
    2. 4. Building Tasks
      1. 4.1. Establishing Timing for Tasks
        1. 4.1.1. Fixed Unit tasks
        2. 4.1.2. Fixed Work tasks
        3. 4.1.3. Fixed Duration tasks
        4. 4.1.4. Effort-driven tasks
        5. 4.1.5. Changing Task Type Default Behavior
      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. Entering Task Notes
      6. 4.6. Establishing Dependencies Among Tasks
        1. 4.6.1. Understanding dependencies
        2. 4.6.2. Understanding the interactions between constraints and dependencies
        3. 4.6.3. Allowing for delays and overlap
        4. 4.6.4. Dependency types
          1. 4.6.4.1. Finish-to-Start (FS)
          2. 4.6.4.2. Start-to-Finish (SF)
          3. 4.6.4.3. Start-to-Start (SS)
          4. 4.6.4.4. Finish-to-Finish (FF)
        5. 4.6.5. Establishing dependencies
          1. 4.6.5.1. Setting finish-to-start dependencies
          2. 4.6.5.2. Setting other types of dependencies
      7. 4.7. Viewing Dependencies
      8. 4.8. Deleting Dependencies
      9. 4.9. Summary
    3. 5. Creating Resources and Assigning Costs
      1. 5.1. Understanding Resources
        1. 5.1.1. How resources function in Project
        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. Assigning Resources to 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. Getting Information about Projects
    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. Gantt with Timeline
        5. 6.3.5. Leveling Gantt
        6. 6.3.6. Tracking Gantt
        7. 6.3.7. Multiple Baselines Gantt
        8. 6.3.8. Network Diagram
        9. 6.3.9. Descriptive Network Diagram
        10. 6.3.10. Relationship Diagram
        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. Enabling rollup behavior
          2. 6.3.17.2. Using the summary task bar
        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
        24. 6.3.24. Team Planner
        25. 6.3.25. Timeline
      4. 6.4. 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. Adjusting the timescale
          2. 7.1.2.2. Adding views
          3. 7.1.2.3. 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 task bars
          1. 8.3.2.1. Formatting task bars
          2. 8.3.2.2. Changing the color of task bars
          3. 8.3.2.3. Changing the layout of the Gantt Chart
          4. 8.3.2.4. Changing gridlines
        3. 8.3.3. Changing network diagrams
          1. 8.3.3.1. Formatting nodes in a network diagram
          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 Visuals
        1. 8.4.1. Copying pictures
        2. 8.4.2. Using visuals in schedules
      5. 8.5. Summary
    4. 9. Reporting on Progress
      1. 9.1. Setting Up to Print a View or Report
      2. 9.2. Creating Text Reports
        1. 9.2.1. Looking at the big picture
          1. 9.2.1.1. Project Summary
          2. 9.2.1.2. Top Level Tasks
          3. 9.2.1.3. Critical Tasks
          4. 9.2.1.4. Milestones
          5. 9.2.1.5. Working Days
        2. 9.2.2. Generating reports on costs
          1. 9.2.2.1. Cash Flow
          2. 9.2.2.2. Earned Value
          3. 9.2.2.3. Budget
          4. 9.2.2.4. Overbudget reports
        3. 9.2.3. Producing reports related to time
          1. 9.2.3.1. Unstarted Tasks
          2. 9.2.3.2. Tasks Starting Soon
          3. 9.2.3.3. Tasks in Progress
          4. 9.2.3.4. Completed Tasks
          5. 9.2.3.5. Should Have Started Tasks
          6. 9.2.3.6. Slipping Tasks
        4. 9.2.4. Preparing reports on work assignments
          1. 9.2.4.1. Who Does What
          2. 9.2.4.2. Who Does What When
          3. 9.2.4.3. To Do List
          4. 9.2.4.4. Overallocated Resources
        5. 9.2.5. Reporting on workloads
          1. 9.2.5.1. Task Usage
          2. 9.2.5.2. Resource Usage
        6. 9.2.6. Customizing reports
          1. 9.2.6.1. Task report
          2. 9.2.6.2. Resource report
          3. 9.2.6.3. Crosstab report
          4. 9.2.6.4. Customizing an existing report
      3. 9.3. Taking Advantage of Visual Reporting
        1. 9.3.1. Task Usage reports
        2. 9.3.2. Resource Usage reports
          1. 9.3.2.1. Cash Flow Report
          2. 9.3.2.2. Resource Availability Report
          3. 9.3.2.3. Resource Cost Summary Report
          4. 9.3.2.4. Resource Work Availability Report
          5. 9.3.2.5. Resource Work Summary Report
        3. 9.3.3. Assignment Usage reports
          1. 9.3.3.1. Baseline Cost Report
          2. 9.3.3.2. Baseline Report
          3. 9.3.3.3. Baseline Work Report
          4. 9.3.3.4. Budget Cost Report
          5. 9.3.3.5. Budget Work Report
          6. 9.3.3.6. Earned Value Over Time Report
        4. 9.3.4. Summary reports
          1. 9.3.4.1. Critical Tasks Status Report
          2. 9.3.4.2. Task Status Report
          3. 9.3.4.3. Resource Remaining Work Report
          4. 9.3.4.4. Resource Status Report
        5. 9.3.5. Customizing visual report templates
      4. 9.4. Summary
  9. IV. Refining Your Project
    1. 10. Resolving Scheduling Problems
      1. 10.1. Identifying Scheduling Problems
        1. 10.1.1. Working with Warnings and Suggestions
        2. 10.1.2. Using the Task Inspector
      2. 10.2. Resolving Scheduling Conflicts
        1. 10.2.1. Adding resources to tasks
        2. 10.2.2. Using overtime
        3. 10.2.3. Adding time to tasks
        4. 10.2.4. Making a task inactive
        5. 10.2.5. Adjusting slack
        6. 10.2.6. Changing task constraints
        7. 10.2.7. Adjusting dependencies
        8. 10.2.8. Splitting a task
      3. 10.3. Using the Critical Path to Shorten a Project
        1. 10.3.1. Identifying the critical path
          1. 10.3.1.1. Using formatting to identify the critical path
          2. 10.3.1.2. Using filters to identify the critical path
        2. 10.3.2. Shortening the critical path
        3. 10.3.3. Using multiple critical paths
      4. 10.4. Summary
    2. 11. Resolving Resource Problems
      1. 11.1. Understanding How Resource Conflicts Occur
      2. 11.2. Spotting Resource Conflicts
        1. 11.2.1. Using views to spot resource conflicts
        2. 11.2.2. Using filters to spot resource conflicts
      3. 11.3. Resolving Conflicts
        1. 11.3.1. Changing resource allocations
          1. 11.3.1.1. Switching resources
          2. 11.3.1.2. Adding a task assignment to a resource
          3. 11.3.1.3. Adding or deleting a resource assignment
        2. 11.3.2. Scheduling overtime
        3. 11.3.3. Redefining a resource's calendar
        4. 11.3.4. Assigning part-time work
        5. 11.3.5. Controlling when resources start working on a task
        6. 11.3.6. Delaying tasks by leveling resource workloads
          1. 11.3.6.1. Letting Project level resource loads
          2. 11.3.6.2. Making adjustments to leveling
        7. 11.3.7. Contouring resources
          1. 11.3.7.1. Setting a contour pattern
          2. 11.3.7.2. Contouring a resource's availability
        8. 11.3.8. Pooling resources
      4. 11.4. Summary
  10. V. Tracking Your Progress
    1. 12. Understanding Tracking
      1. 12.1. Understanding the Principles of Tracking
        1. 12.1.1. Estimates versus actuals
        2. 12.1.2. Making adjustments as you go
      2. 12.2. Using Baselines
        1. 12.2.1. What is a baseline?
        2. 12.2.2. Setting a baseline
      3. 12.3. Changing the Baseline
        1. 12.3.1. Adding a task to a baseline
        2. 12.3.2. Using interim plans
        3. 12.3.3. Clearing a baseline or interim plan
      4. 12.4. Understanding Tracking Strategies
        1. 12.4.1. Tackling the work of tracking
        2. 12.4.2. Keeping track of tracking
      5. 12.5. Summary
    2. 13. Recording Actuals
      1. 13.1. Organizing the Updating Process
      2. 13.2. Understanding Calculation Options
      3. 13.3. Setting the Project Status Date
      4. 13.4. Updating Tasks to Reflect Actual Information
        1. 13.4.1. Setting actual start and finish dates
        2. 13.4.2. Recording actual durations
        3. 13.4.3. Setting the Percent Complete value
        4. 13.4.4. Setting work completed
        5. 13.4.5. Setting remaining durations
        6. 13.4.6. Recording progress for manually scheduled tasks
      5. 13.5. Actuals and Costs
        1. 13.5.1. Using the Cost table for tasks
        2. 13.5.2. Using the Cost table for resources
        3. 13.5.3. Overriding resource cost valuations
      6. 13.6. Techniques and Tips for Updating
        1. 13.6.1. Using timephased fields efficiently
        2. 13.6.2. Accelerating the updating process
        3. 13.6.3. Letting Project reschedule uncompleted work
      7. 13.7. Summary
    3. 14. Ways to Review Progress
      1. 14.1. Viewing Tasks That Are Slipping
      2. 14.2. Viewing with Baseline Information
      3. 14.3. Taking Advantage of the Tracking Gantt View
        1. 14.3.1. Interpreting the Tracking Gantt view
        2. 14.3.2. The Tracking table
      4. 14.4. Using Tables to View Progress
        1. 14.4.1. The Task Variance table
        2. 14.4.2. The Task Cost table
        3. 14.4.3. The Task Work table
        4. 14.4.4. The Resource Work table
      5. 14.5. Viewing Progress Lines
      6. 14.6. Comparing Versions of Projects
      7. 14.7. Summary
    4. 15. Analyzing Financial Progress
      1. 15.1. Understanding Earned Value
        1. 15.1.1. Understanding earned value fields
          1. 15.1.1.1. Using the Physical % Complete method to calculate earned value
          2. 15.1.1.2. Setting the date for earned-value calculations
        2. 15.1.2. Using Earned Value tables
          1. 15.1.2.1. Using the Earned Value table for tasks
          2. 15.1.2.2. Using the Earned Value table for resources
          3. 15.1.2.3. Using the Earned Value Cost Indicators and Earned Value Schedule Indicators tables
      2. 15.2. Evaluating Cost Information
        1. 15.2.1. Charting earned value
        2. 15.2.2. Using PivotTables for analysis
      3. 15.3. Making Adjustments During the Project
        1. 15.3.1. Changing the schedule
        2. 15.3.2. Modifying resource assignments
      4. 15.4. Summary
  11. VI. Advanced Microsoft Project
    1. 16. Customizing Microsoft Project
      1. 16.1. Modifying Project's Behavior and Interface
        1. 16.1.1. Customizing the status bar
        2. 16.1.2. Setting levels of Undo
        3. 16.1.3. Windows taskbar icons
        4. 16.1.4. Saving Project files
        5. 16.1.5. Using the Organizer
        6. 16.1.6. Customizing the Quick Access Toolbar
          1. 16.1.6.1. Changing the placement of the QAT
          2. 16.1.6.2. Adding buttons to and removing buttons from the QAT
        7. 16.1.7. Customizing the Ribbon
          1. 16.1.7.1. Hiding and displaying buttons
          2. 16.1.7.2. Adding pre-defined groups to a Ribbon tab
          3. 16.1.7.3. Creating your own Ribbon group
          4. 16.1.7.4. Creating your own Ribbon tab
      2. 16.2. Using Custom Fields
        1. 16.2.1. Customizing data entry
          1. 16.2.1.1. Creating a custom field
          2. 16.2.1.2. Using a custom field for data entry
        2. 16.2.2. Using formulas in custom fields
      3. 16.3. Summary
    2. 17. Using Macros to Speed Your Work
      1. 17.1. Using Macros
      2. 17.2. Recording Macros
      3. 17.3. Running Macros
      4. 17.4. Using Shortcuts to Run Macros
        1. 17.4.1. Adding a macro to the Ribbon
        2. 17.4.2. Assigning a macro to a Quick Access Toolbar button
        3. 17.4.3. Assigning a keyboard shortcut to a macro
      5. 17.5. Creating VBA Code
        1. 17.5.1. Recording a macro to create a filter for critical tasks
        2. 17.5.2. Editing the macro to show only specified resources
        3. 17.5.3. Testing the code
      6. 17.6. Summary
    3. 18. Importing and Exporting Project Information
      1. 18.1. Using Copy and Paste
        1. 18.1.1. Copying Project data into other Office programs
        2. 18.1.2. Copying data from other Office programs into Project
      2. 18.2. Exporting Information
        1. 18.2.1. Saving reporting information in an OLAP Cube or an Access database
        2. 18.2.2. Exporting Project data
      3. 18.3. Importing Information
        1. 18.3.1. Bringing Excel workbook or Access database information into Project
        2. 18.3.2. Bringing Outlook task lists into Project
        3. 18.3.3. Importing other files
      4. 18.4. Troubleshooting
        1. 18.4.1. Project imports incorrect times in data from Microsoft Excel
        2. 18.4.2. Linked or embedded objects don't import or export
        3. 18.4.3. The export file contains more or less information than expected
        4. 18.4.4. Project imports invalid information
        5. 18.4.5. The values of imported information change
        6. 18.4.6. The imported project is empty
        7. 18.4.7. Project displays imported information in the wrong fields
      5. 18.5. Summary
  12. VII. Working in Groups
    1. 19. Coordinating Multiple Projects Outside Project Server
      1. 19.1. Consolidating Projects
        1. 19.1.1. Preparing to use consolidation
        2. 19.1.2. Inserting a project
        3. 19.1.3. Using inserted projects and their source files
        4. 19.1.4. Consolidating all open projects: A shortcut
        5. 19.1.5. Moving subprojects within a consolidated project
      2. 19.2. Understanding Consolidated Projects and Dependencies
        1. 19.2.1. Linking tasks across projects
        2. 19.2.2. Changing links across projects
        3. 19.2.3. Consolidated projects: To save or not to save
      3. 19.3. Viewing Multiple Projects
      4. 19.4. Viewing the Critical Path across Projects
      5. 19.5. Sharing Resources Among Projects
        1. 19.5.1. Creating a resource pool and sharing the resources
        2. 19.5.2. Opening a project that uses a resource pool
        3. 19.5.3. Updating information in the resource pool
        4. 19.5.4. Quit sharing resources
        5. 19.5.5. Collaborating Using SharePoint
        6. 19.5.6. Setting up a list for project tasks
        7. 19.5.7. Synchronizing a SharePoint Project Task List with Project
      6. 19.6. Summary
    2. 20. Preparing to Use Project Server
      1. 20.1. Understanding Project Server and Project Web
      2. 20.2. Planning the Implementation
        1. 20.2.1. Software requirements
        2. 20.2.2. Hardware requirements
        3. 20.2.3. Assessing the network environment
        4. 20.2.4. Considering software/hardware scenarios
        5. 20.2.5. Assessing organizational requirements
          1. 20.2.5.1. Identify the people who will approve the Project Server design
          2. 20.2.5.2. Identify staff members to interview
          3. 20.2.5.3. Create a requirements definition questionnaire
          4. 20.2.5.4. Conduct interviews
          5. 20.2.5.5. Calculate ROI
        6. 20.2.6. Designing the system
          1. 20.2.6.1. Establishing and enforcing organizational standards
            1. 20.2.6.1.1. Custom fields
            2. 20.2.6.1.2. Outline codes
            3. 20.2.6.1.3. Views
            4. 20.2.6.1.4. Calendars
            5. 20.2.6.1.5. Enterprise resource pool
          2. 20.2.6.2. Training
        7. 20.2.7. Developing a strategy for implementation and configuration
      3. 20.3. Avoiding the Pitfalls
      4. 20.4. Summary
    3. 21. Project Server and the Administrator
      1. 21.1. Specifying Project Server Features for Your Organization
      2. 21.2. Managing Security Settings
        1. 21.2.1. Managing security templates
        2. 21.2.2. Managing groups
        3. 21.2.3. Working with categories
      3. 21.3. Managing Users
      4. 21.4. Working with Views
      5. 21.5. Working with the Enterprise Global Template
        1. 21.5.1. Working with the Enterprise Global
        2. 21.5.2. Defining Enterprise custom fields
        3. 21.5.3. Creating Enterprise calendars
      6. 21.6. Setting Up and Editing Enterprise Resources
        1. 21.6.1. Creating the Enterprise Resource Pool
        2. 21.6.2. Editing resources in the Enterprise Resource Pool
      7. 21.7. Managing Timesheet and Task Settings
        1. 21.7.1. Timesheet Periods
        2. 21.7.2. Line classifications
        3. 21.7.3. Timesheet Settings and Defaults
        4. 21.7.4. Task Settings and Display
        5. 21.7.5. Setting Up Administrative Time
      8. 21.8. Customizing Project Web APP
        1. 21.8.1. Control the appearance of the Quick Launch pane
        2. 21.8.2. Selecting the Gantt taskbar styles and timescales
        3. 21.8.3. Selecting grouping formats
      9. 21.9. Setting Up Project Detail Pages
      10. 21.10. Establishing Enterprise Project Types
      11. 21.11. Workflow Phases and Stages
      12. 21.12. Housekeeping Chores
        1. 21.12.1. Checking in enterprise projects and resources
        2. 21.12.2. Managing information in the Project Server databases
        3. 21.12.3. Backing up and restoring
        4. 21.12.4. Managing the queue
        5. 21.12.5. Managing the OLAP cube
        6. 21.12.6. Managing operations
      13. 21.13. Summary
    4. 22. Project Server and the Project Manager
      1. 22.1. Using Project Web App to Manage Projects
        1. 22.1.1. Updating a schedule in Project Web App
        2. 22.1.2. Saving changes
        3. 22.1.3. Assigning resources using Project Web App
        4. 22.1.4. Opening a published project in Project Professional
      2. 22.2. Working with Web-Based Projects in Project Professional
        1. 22.2.1. Connecting to Project Server
          1. 22.2.1.1. Creating a Project Server login account
          2. 22.2.1.2. Logging in to Project Server from Project Professional
        2. 22.2.2. Enabling task reassignment for team members
        3. 22.2.3. Storing a draft project in the Project Server database
        4. 22.2.4. Publishing project information
        5. 22.2.5. Opening a project
          1. 22.2.5.1. Understanding the Open dialog box
          2. 22.2.5.2. Opening a draft project or a published project
        6. 22.2.6. Closing a project stored in the Project Server database
      3. 22.3. Assigning Resources to Projects
        1. 22.3.1. Adding enterprise resources to your project
        2. 22.3.2. Replacing generic resources with real resources
        3. 22.3.3. Notifying resources of assignments
        4. 22.3.4. Using the Resource Substitution Wizard
      4. 22.4. Tracking Progress
        1. 22.4.1. Setting up status reports
        2. 22.4.2. Receiving updates from team members
        3. 22.4.3. Reviewing and updating the project workflow
        4. 22.4.4. Handling project issues and risks
      5. 22.5. Summary
    5. 23. Project Server and the Day-to-Day User
      1. 23.1. Logging on to Project App
      2. 23.2. Reviewing the Home Page
      3. 23.3. Customizing the Home Page
      4. 23.4. Viewing and Recording Information
        1. 23.4.1. Working with your tasks
          1. 23.4.1.1. Entering time on tasks
          2. 23.4.1.2. Submitting task updates
          3. 23.4.1.3. Adding tasks
          4. 23.4.1.4. Reassigning a task
        2. 23.4.2. Working with your timesheet
          1. 23.4.2.1. Entering time
          2. 23.4.2.2. Saving timesheet entries
          3. 23.4.2.3. Reporting administrative time
      5. 23.5. Submitting a Project Proposal
      6. 23.6. Working with Documents
      7. 23.7. Reporting Status
      8. 23.8. Summary
    6. 24. Project Server and the Executive
      1. 24.1. Logging into Project Web App
      2. 24.2. Using Workflows to Manage Projects
      3. 24.3. Analyzing Possible Project Portfolios
        1. 24.3.1. Reviewing the Driver Library
        2. 24.3.2. Prioritizing business drivers
        3. 24.3.3. Creating a portfolio
          1. 24.3.3.1. Viewing the results of the analysis
          2. 24.3.3.2. Analyzing and adjusting the cost
          3. 24.3.3.3. Evaluating resource constraints
      4. 24.4. Summary
  13. VIII. Appendices
    1. A. What's on the Web Site
      1. A.1. Software Products
        1. A.1.1. Planview Open Suite for Microsoft Project
        2. A.1.2. Graneda
        3. A.1.3. Hans Tff TimeReg 98
        4. A.1.4. Innate Multi-Project
        5. A.1.5. Innate Timesheets
        6. A.1.6. Innate Resource Management Software
        7. A.1.7. Milestones
        8. A.1.8. PERT Chart EXPERT
        9. A.1.9. WBS Chart for Project
        10. A.1.10. Project Kick start Pro
        11. A.1.11. ProjectCommander
        12. A.1.12. Enterprise Advantage Toolset
        13. A.1.13. Project Connect Online
        14. A.1.14. EPM Live
      2. A.2. Organizations, Web Sites, and Blogs
        1. A.2.1. Microsoft Project Users Group (MPUG)
        2. A.2.2. Brian Smith's Microsoft Office Project Support Blog
        3. A.2.3. Christophe Fiessinger's Blog
        4. A.2.4. Microsoft Project Team Blog
        5. A.2.5. The Project Management Institute
        6. A.2.6. ProjectManagement.com
      3. A.3. Project Sample Files
    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.2.3. Online
        4. D.2.4. Software Products
  14. Glossary