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The Microsoft Office Project 2007 Survival Guide®

Book Description

Find out how to set up your project for success as you examine an overview of the project management practices followed by Microsoft Project. Put these principles into practice as you create, track, and report on example projects. You'll learn how to develop a comprehensive project plan by adding tasks, resources, and cost information; making assignments; and saving a baseline. See how to track work in a project to stay on schedule after the project moves from the planning phase to the execution phase and how to communicate results. You'll also explore time-saving techniques such as how to share information between other applications and Project and how to share resource information between files.

Table of Contents

  1. Copyright
  2. Dedication
  3. Acknowledgments
  4. About the Author
  5. About the Tech Editor
  6. Introduction: Meeting Microsoft Project
    1. Is This Book Right for You?
    2. Project and Windows Versions and This Book
      1. Project 2007 Versions
      2. Windows Versions
      3. Other Project Versions
    3. How This Book Is Organized
    4. How To Use This Book
  7. One. Your First Look at Project Management and Project
    1. 1. The Project Management Process and Microsoft Project
      1. Help! The Boss Wants Project
      2. What Are Projects and Project Management?
      3. What Steps Go into Managing a Project?
      4. Tasks, Resources, and Other Key Concepts
      5. How Does Project Fit into the Process?
      6. How Do I Use Project to Manage for Success?
      7. Chapter Review
        1. Review Questions
        2. Projects
          1. Project 1
          2. Project 2
          3. Project 3
    2. 2. Learning Project Basics
      1. Starting Up and Shutting Down
      2. Navigating the Gantt Chart (Default) View
        1. Sheet and Chart and More
        2. Displaying Gantt Chart Information with Scroll to Task and Go To
      3. Changing Views
        1. Using More Views
        2. Changing Tables
      4. Using the Project Guide if You Get Stuck
        1. Hiding and Redisplaying the Project Guide
        2. How the Project Guide Works
      5. Other Help
      6. Finding and Using Project’s Options
      7. What’s New in Project 2007
      8. More Project Resources
      9. Chapter Review
        1. Review Questions
        2. Projects
          1. Project 1
          2. Project 2
          3. Project 3
    3. 3. Jump Start: Create and Manage a Project
      1. Create Your Project Calendar
      2. Choose Overall Project Parameters
      3. Add Tasks
      4. Organize and Schedule Tasks
        1. Organize the Project Outline
        2. Use Links to Schedule the Project
      5. List Resources
      6. Assign Resources
      7. Save the Baseline
      8. Track Completed Work
      9. Share the Results Through Views and Reports
      10. Chapter Review
        1. Review Questions
        2. Projects
          1. Project 1
          2. Project 2
          3. Project 3
  8. Two. Building a Projection Plan
    1. 4. Creating a Project Plan File and Calendar
      1. Making a New File for Your Project Plan
        1. Creating a Blank File
        2. Using a Template as the Basis for Your Project
        3. Saving a File
        4. Saving a File as a Template
        5. Other File Skills
      2. Making the Project Calendar
        1. Understanding the Project Calendar
        2. Setting Up a New Calendar
        3. Naming and Marking a Holiday
        4. Changing the Work Week Schedule
        5. Making a Custom Calendar Available for Other Files
        6. Reviewing Other Calendars
      3. Choosing the Project Calendar and Start Date
      4. Synching Calendar Options with the Calendar
      5. Chapter Review
        1. Review Questions
        2. Projects
          1. Project 1
          2. Project 2
          3. Project 3
    2. 5. Adding and Organizing Tasks
      1. Understanding the WBS
      2. Entering Basic Task Information
        1. Working with Durations
        2. Adding a Milestone
        3. Moving Tasks Around
        4. Adding and Deleting Tasks
        5. Importing Tasks from Outlook
        6. Editing a Task
      3. Using the New Multi-Level Undo
      4. Adding a Task That Repeats
      5. Using Outlining to Structure the Work
        1. Creating Subtasks
        2. Hiding and Redisplaying Subtasks
        3. Displaying the Project Summary Task
        4. Displaying the WBS Codes
      6. Chapter Review
        1. Review Questions
        2. Projects
          1. Project 1
          2. Project 2
          3. Project 3
    3. 6. Scheduling the Project by Linking Tasks
      1. Why Using Linking Works Best
      2. Applying a Default Link
        1. Linking Two Tasks
        2. Linking Multiple Tasks
      3. Understanding and Using Other Link Types
      4. Changing a Link Type
      5. Removing a Link
      6. Understanding Lead Time and Lag Time
        1. When to Use Lead and Lag Time
        2. Specifying Lead or Lag Time
        3. Lag Time and Buffers as Planning Tools
      7. Controlling the Planning Wizard
      8. Chapter Review
        1. Review Questions
        2. Projects
          1. Project 1
          2. Project 2
          3. Project 3
    4. 7. Listing the Resources You Need
      1. Displaying the Resource Sheet View
        1. Opening the Resource Sheet
        2. Reviewing the Resource Sheet Fields
      2. Adding Resource Information
        1. Understanding Resource Types
        2. Entering a Work Resource
        3. Entering a Material Resource
        4. Entering a Cost Resource
        5. Copying or Importing Information
        6. Adding Resources from Your Address Book or Active Directory
        7. Generic or Placeholder Resources
      3. Understanding Resource Costs
        1. Updating Costs on the Resource Sheet
        2. Creating Updating Rates and a Cost Table
      4. Adjusting a Resource’s Calendar
      5. Specifying Resource Availability
      6. Chapter Review
        1. Review Questions
        2. Projects
          1. Project 1
          2. Project 2
          3. Project 3
    5. 8. Assigning Resources to Tasks
      1. Understanding Effort-Driven Scheduling
      2. Assigning Resources to Tasks
        1. Assigning the First Work Resource(s)
        2. Adding More Work Resources
        3. Assigning a Material Resource
        4. Assigning a Cost Resource
        5. Removing a Resource
        6. Replacing a Resource
      3. Understanding and Using Units Percentages for Assignments
      4. Viewing and Changing Resource Assignment Information
      5. Using a Different Cost Table for an Assignment
      6. Communicating Assignments
      7. Changing the Task Type to Override Effort-Driven Scheduling
      8. Turning Off Effort-Driven Scheduling for a Task
      9. Chapter Review
        1. Review Questions
        2. Projects
          1. Project 1
          2. Project 2
          3. Project 3
    6. 9. Enhancing Task and Resource Information
      1. Adding Shading to a Sheet Cell and Formatting Text
      2. Wrapping Text in a Cell
      3. Opening the Task Information, Resource Information, or Assignment Information Dialog Box
      4. Adding a Note about a Task, Resource, or Assignment
      5. Hyperlinking an External Document to a Task, Resource, or Assignment
      6. Assigning a Task Calendar
      7. Using a Task Constraint
      8. Using a Work Contour
      9. Adding a Task Deadline
      10. Adding a Fixed Cost to a Task
      11. Modifying the Task or Resource Sheet
        1. Changing Field (Column) Width
        2. Hiding and Reinserting a Field
        3. Adding a Basic Custom Field
      12. Saving Time with Find and Replace
      13. Chapter Review
        1. Review Questions
        2. Projects
        3. Project 1
        4. Project 2
        5. Project 3
  9. Three. Finalizing and Launching a Project
    1. 10. Reviewing and Adjusting the Plan
      1. The Need to Ensure a Realistic Plan
      2. Viewing Overall Project Stats
      3. Understanding and Displaying the Critical Path
      4. Improving the Critical Path Schedule
      5. Viewing Task Drivers
      6. Eliminating Negative Slack
      7. Changing Durations
      8. Finding Overbooked Resources
      9. Changing Assignments
      10. Editing Assignments Manually
      11. Working with Change Highlighting
      12. Splitting a Task
      13. Chapter Review
        1. Review Questions
        2. Projects
          1. Project 1
          2. Project 2
          3. Project 3
    2. 11. Setting the Baseline and Tracking Work
      1. Working with the Baseline
        1. The Baseline and Tracking
        2. Saving the Baseline
        3. Taking a Look at the Baseline Task Schedule Data
        4. When and How to Clear the Baseline
        5. About Interim Plans
      2. Tracking Completed Work
        1. Maintaining a Routine for Gathering and Entering Data
        2. Marking Completion Percentages
        3. Working with Actual Start and Finish Dates
        4. Updating Work Completed by a Particular Date
        5. Rescheduling an Uncompleted Task
        6. Tracking a Single Resource’s Work on a Task
      3. Viewing Project Progress
        1. Project Statistics
        2. Gantt Chart View
        3. Tracking Gantt View
      4. Working with Cost Information
        1. Viewing Costs in the Cost Table
        2. Cutting Back Costs
        3. Authorizing Overtime
        4. Overriding an Actual Cost
      5. Accelerating the Finish Date
      6. Chapter Review
        1. Review Questions
        2. Projects
          1. Project 1
          2. Project 2
          3. Project 3
  10. Four. Reviewing and Sharing Results
    1. 12. Using and Printing Views
      1. Finding the View You Need
      2. Looking at the Improved Calendar View
      3. Filtering and Sorting Sheet Data
      4. Adjusting the Gantt Chart Timescale
        1. Zooming
        2. Changing the Time Units
      5. Formatting Chart Elements
      6. Understanding and Creating Views
        1. Setting Up Custom Fields
        2. Creating a Table
        3. Creating a View
      7. Reusing Fields, Tables, and Views with the Organizer
      8. Choosing Print Settings and Printing
        1. Working with Page Setup Choices
        2. Using Page Breaks
        3. Previewing the Printout
        4. Sending the Job to the Printer
      9. Chapter Review
        1. Review Questions
        2. Projects
          1. Project 1
          2. Project 2
          3. Project 3
    2. 13. Reporting Project Information
      1. Traditional Reports in Project
        1. Reviewing Available Reports
        2. Viewing and Printing a Report
        3. Creating a Custom Report
      2. New Visual Reports
        1. Reporting in Visio
        2. Reporting in Excel
        3. Creating Your Own Visual Reports Template
      3. Chapter Review
        1. Review Questions
        2. Projects
          1. Project 1
          2. Project 2
          3. Project 3
    3. 14. Other Ways to Share and Communicate
      1. Understanding Importing, Exporting, and Data Maps
      2. Importing from Excel
      3. Exporting Outlook Tasks and Then Importing Them
      4. Exporting Project Information
      5. Copying Project Data and Pasting It into Word
      6. Creating and E-Mailing an HTML File via Excel or Word
      7. Using the Copy Picture to Office Wizard
      8. Linking Info from Excel into Project
      9. Chapter Review
        1. Review Questions
        2. Projects
          1. Project 1
          2. Project 2
          3. Project 3
    4. 15. Enhancing Execution with Resource Pools and Master Projects
      1. Sharing Resources from a Pool
        1. Understanding the Resource Pool
        2. Sharing Resources into a Project Plan
        3. Viewing Resource Overallocations Between Projects
        4. Working with Updates
        5. Breaking a Pool Link
      2. Viewing a Master Project
        1. Understanding Master Projects and Subprojects
        2. Creating a Master Project and Inserting Subprojects
        3. Viewing and Hiding Subprojects
        4. Linking Tasks Between Subprojects
        5. Adding Tasks in the Master Project File
        6. Making Changes to the Subproject
      3. Chapter Review
        1. Review Questions
        2. Projects
          1. Project 1
          2. Project 2
          3. Project 3
  11. A. Slight Differences Between Windows Versions
    1. Start Menu Changes
    2. Save and Open Changes
  12. B. Special Situations
    1. Making Sure the Calendar and Schedule Options Are In Synch
    2. Setting Up a Project with Fixed Task Durations
    3. Using Templates and Generic Resources and Units Settings
    4. Setting Up the Gantt Chart to Display an Hourly Schedule
    5. Use a Constraint to Emphasize a Finish Date
  13. C. Chapter Review Solutions
    1. C. Answers to Chapter 1 Review Questions
    2. Answers to Chapter 2 Review Questions
    3. Answers to Chapter 3 Review Questions
    4. Answers to Chapter 4 Review Questions
    5. Answers to Chapter 5 Review Questions
    6. Answers to Chapter 6 Review Questions
    7. Answers to Chapter 7 Review Questions
    8. Answers to Chapter 8 Review Questions
    9. Answers to Chapter 9 Review Questions
    10. Answers to Chapter 10 Review Questions
    11. Answers to Chapter 11 Review Questions
    12. Answers to Chapter 12 Review Questions
    13. Answers to Chapter 13 Review Questions
    14. Answers to Chapter 14 Review Questions
    15. Answers to Chapter 15 Review Questions