Microsoft Project 2010 in Depth

Microsoft Project 2010 in Depth

Paperback In Depth

By (author) QuantumPM, By (author) Scott Daley

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  • Publisher: Que Corporation,U.S.
  • Format: Paperback | 960 pages
  • Dimensions: 178mm x 234mm x 51mm | 1,474g
  • Publication date: 11 February 2011
  • Publication City/Country: Indianapolis, IN
  • ISBN 10: 0789743108
  • ISBN 13: 9780789743107
  • Edition: 1
  • Edition statement: New.
  • Sales rank: 231,308

Product description

This is the world's most expert, complete, and practical guide to succeeding with Microsoft Project 2010! World-renowned project management consultants QuantumPM help you improve Project 2010 planning, scheduling, resource assignments, budgeting, collaboration, workload analysis, progress reporting, completion, closure, and more. Get comfortable with Project 2010, leverage its immense power, and tailor it to your unique needs-no matter how large or complex your project may be! Real solutions, new techniques, innovative shortcuts! * Get started fast with Microsoft Project 2010 and its new Ribbon interface * Plan and initiate your project to maximize the likelihood of success * Create an effective preliminary project schedule * Accurately define task logic and project resources * Prepare work formulas and schedule resource assignments * Refine and review your schedules, and perform an effective "Reality Check" * Use Project 2010 to collaborate more efficiently with colleagues and partners * Track progress and costs, and analyze project performance * Customize Project 2010's reports, views, tables, filters, groups, fields, toolbars, menus, and forms * Work with multiple projects at once, and resolve complex resource allocation problems * Analyze and present Project data in other applications, including Excel and Visio * Identify and solve problems with your project and with Project 2010 itself All In Depth books offer * Comprehensive coverage with detailed solutions * Troubleshooting help for tough problems you can't fix on your own * Outstanding authors recognized worldwide for their expertise and teaching style Learning, reference, problem-solving...the only Project 2010 book you need!

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Author information

Scott Daley has worked with Microsoft Office Project since Project Server was Project Central. Starting with Microsoft Project Server 2002, he has implemented Project Server solutions at many companies in various industries, including construction, manufacturing, finance, and IT. After several years working as a consultant for Microsoft, Scott now works for Project Technology, a Microsoft Gold-Certified partner that builds and delivers Earned Value Management Systems built around Microsoft Office Project.

Table of contents

Introduction 1 Why We Wrote This Book 1 Why You Should Use Microsoft Project 2 What's New in Microsoft Project 2010 2 How This Book Is Organized 3 Part I: Getting Started with Microsoft Project 2010 3 Part II: Organizing for Success-Project Initiation and Planning 3 Part III: Project Execution Through Completion 4 Part IV: Tailoring Microsoft Office Project 2010 to Your Needs 4 Part V: Microsoft Office Project 2010 Knowledge In Depth 5 Who Should Read This Book 5 Special Features of This Book 5 I Getting Started with Microsoft Project 2010 1 Power of Microsoft Project 2010 7 Projects Are Temporary 8 Project Objectives Are Specific and Measurable 9 Projects Are Constrained by Time, Cost, Scope, and Quality 9 What Microsoft Project 2010 Can Do for You 10 Enterprise Versus Standard Thinking 12 The Desktop Tools: Project Standard and Project Professional 12 What's New in Microsoft Office Project 2010 13 The Microsoft Fluent Interface 13 User-Controlled Scheduling 13 Timeline View 14 Team Planner 15 Introduction to the Microsoft Project 2010 Interface 17 Microsoft Project 2010 Ribbon 18 The Quick Access Toolbar 19 Consultants' Tips 20 Go Ahead and Ignore Project Management If It Suits Your Role 21 Communicate 21 Define Project Roles 21 Define Project Deliverables Prior to Building the Schedule 21 Define the Project Goal 21 Create the Work Breakdown Structure 22 Communicate the Schedule to Your Project Team 22 Acquire Commitment from the Project Team 22 Track Your Project Performance During Execution 22 Close Your Project and Retain History 22 2 Microsoft Project 2010 Quick Start 23 Navigating Microsoft Office Project 2010 25 Introducing the Gantt Chart View 28 Scrolling, Selecting, and Entering Data Fields 30 Exploring the Look and Feel of Microsoft Project 30 Exploring Microsoft Project Window 31 Project's Help Feature 32 Using Team Planner to Start Managing Resources Quickly 33 Define Project Scope 34 Build and Decompose the WBS 35 Create a Project Schedule Using Microsoft Project 37 Use Project Schedule Templates or Create a New Project 38 Set Project Attributes 39 Build Your Project Schedule Using the WBS 41 Enter or Adjust Summary Tasks and Subtasks 43 Create Milestones 44 Set Deadlines 44 Create Task Dependency Relationships 46 Create Your Team and Assign Resources 48 How Duration, Work, and Resource Units Affect Your Project Schedule 50 Enter Estimates 51 Review the Schedule for Overallocation or Other Potential Issues 52 Baseline Your Schedule 54 Track Your Project 55 Obtain Project Status 55 Enter Your Tracking Data 56 Analyze Your Status 59 Close Your Project 60 Consultants' Tips 61 Formulas That Affect Your Schedule 61 Create a WBS 62 80/20 Rule 62 Project Is a Tracking Tool 62 Always Baseline! 62 Split Window and Views 62 3 Microsoft Project and the Project Management Domain 63 History of Project Management 63 Exploring Project Management Industry Standards 64 Project Management Body of Knowledge (PMBOK) 64 PRINCE2 67 WBS, Phases and Control Points, Methodologies, and Life Cycles 69 Work Breakdown Structure (WBS) 70 Managerial Control 70 Using Microsoft Project with Methodologies and Life Cycles 71 Waterfall Development Process 72 Iterative Development 72 Research Project 75 Accommodating Teaming Styles 75 Consultants' Tips 76 Determine the Approach to Use in Managing Your Project 76 Use WBS as a First Step in Project Definition 76 Use the 5'9 Checklist for Planning 76 II Organizing for Success-Project Initiation and Planning 4 Getting Started After the Business Initiative Is Approved 77 Introduction 77 Organizing for Success 78 Define a Measure of Success 78 Clarify the Constraints and Boundaries 79 Define the Final Deliverables 81 Establish a Change Control Process 81 Work Breakdown Structure 82 Work Breakdown Structure (WBS) Concepts 82 WBS and Scheduling 84 Use of Templates 87 WBS Numbering 87 Creating Custom WBS Codes 88 Inserting, Deleting, and Moving Tasks with Custom WBS Codes 90 Editing Custom WBS Codes 91 Renumbering the Custom WBS Codes 93 Scope Control and Change Control 93 Consultants' Tips 94 Understanding a Work Breakdown Structure 94 Define the Full Scope of Your Project 94 Build WBS First 94 Define Project Work Packages 95 5 Setting Up Project for Your Use 97 Setting the Task Mode 97 Setting the Task Mode 97 Understanding the Task Mode 98 Defining Project Information 99 Understanding the Project Information Dialog Box 100 Defining Project Properties 105 Defining Calendars 109 Calendar Hierarchy 110 Modifying and Defining Base Calendars 111 Setting Project and Resources Calendar 116 Defining Custom Fields 119 The Custom Fields Concept 119 Using Custom Fields 121 Defining Environment Options 122 Defining Project Standards 124 Consultants' Tips 137 Project Information Consultant tip 137 Calendar Consultant Tip 138 6 Creating Your Project Schedule 139 Entering Project Tasks 139 Entering Tasks Using the Gantt Chart View 140 Creating Task Names 147 Entering Task Durations 149 Editing Tasks Using the Task Information Dialog Box 154 Manipulating the Task List 156 Displaying Long Task Names 156 Adjusting the Height of Task Rows 157 Undoing Changes in the Task List 158 Inserting, Deleting, and Clearing 159 Copying, Cutting, and Moving Tasks 161 Using the Fill Command 162 Defining Summary Tasks and Subtasks 163 Understanding Duration of Summary Tasks 163 Indenting and Outdenting Tasks 164 Collapsing and Expanding the Outline 166 Editing Outlined Projects 167 Selecting the Display Options for Outlining 167 Using Rollup Taskbars 168 Defining Milestones 169 Attaching Notes to Tasks 171 Typing and Formatting Notes 172 Inserting Hyperlinks in Notes 173 Inserting Objects in Notes 173 Attaching Notes to the Overall Project 175 Attaching Hyperlinks to Tasks 175 Attaching Hyperlinks to Existing Files or Web Pages 176 Attaching Hyperlinks to New Files 178 Attaching Hyperlinks to Tasks or Resources in the Same Project 178 Using Hyperlinks to Create Email Messages 178 Editing and Deleting Hyperlinks 179 Placing Hyperlinks in the Custom Text Fields 179 Defining Recurring Tasks 179 Creating Recurring Tasks 180 Editing Recurring Tasks 183 Creating WBS Codes 184 Using Other Views to Create Tasks 184 Using the Task Entry View 185 Using the Task Sheet View 185 Using the Timeline View 186 Consultants' Tips 190 7 Defining Task Logic 191 Manipulating Your Schedule 193 Using the Multiple Undo and Redo Feature 193 Using Change Highlighting to View Changes 193 Linking Tasks 195 Understanding Task Relationships 195 Defining Dependency Links 195 Defining the Types of Dependency Link Relationships 197 Using the Finish-to-Start Relationship 198 Using the Start-to-Start Relationship 198 Using the Finish-to-Finish Relationship 198 Using the Start-to-Finish Relationship 199 Choosing the Dependent Tasks 201 Allowing for Delays and Overlaps 201 Entering Leads and Lags 203 Linking Summary Tasks 204 Creating Links by Using the Menu or Toolbar 205 Creating Links by Using the Task Information Dialog Box 206 Creating Links by Using the Task Form View 207 Creating Links by Using the Entry Table 209 Creating Links by Using the Mouse 210 Working with Automatic Linking Options 212 Modifying, Reviewing, and Removing Dependency Links 213 Auditing Task Links 214 Using the Task Inspector 216 Defining Constraints 217 Understanding the Types of Constraints 218 Entering Task Constraints 222 Creating Constraints in the Task Information Dialog Box 223 Creating Constraints in a Task Table 223 Creating Constraints in the Task Details Form 224 Responding to Warnings from the Planning Wizard 225 Deciding to Honor Links or Honor Constraints 227 Finding and Reviewing Tasks That Have Constraints 229 Removing Task Constraints 230 Resolving Conflicts Caused by Constraints 231 Creating a Modified Constraint Dates Table 232 Performing Advanced Actions on Tasks 233 Entering Deadline Dates 233 Filtering for Missed Deadline Dates 235 Splitting Tasks 235 Consultants' Tips 238 The Deadline Feature 238 Scheduling Logic 238 Deadlines Versus Sponsor Schizophrenia 239 Connecting Tasks with the Mouse 239 Showing Detail in the Gantt Chart 239 8 Defining Project Resources 241 Understanding How Project Uses Resources and Costs 241 Defining Resources and Resource Information 243 Understanding Resource Types 243 Understanding Budget Resources 244 Distinguishing Single and Group Resources 244 Using Generic Resources for Common Skills 244 Using the Resource Sheet View 245 Defining Resource Information Using the Resource Information Dialog Box 246 Using the Resource Fields to Define Resource Details 247 Using the Resource ID Field 248 Interpreting the Indicator Field 248 Specifying Resource Names Using the Name Field 248 Using Resource Type to Categorize Resources 249 Using the Material Label to Specify Units of Resource Measure 249 Using the Initials Column to Shorten Resource Names 249 Using the Group Field to Categorize Resources 250 Using the Max Units and Resource Availability Table to Specify Resource Availability 251 Selecting Resource Calendar to Specify Resource Base Availability 253 Specifying the Resource Working Time 254 Defining Resource Costs 256 Applying the Standard Rate to a Resource 257 Applying the Overtime Rate to a Resource 258 Applying the Cost Per Use to a Resource 258 Understanding the Cost Rate Tables 258 Selecting the Cost Accrual Type 260 Using the Task Form View to Add Additional Resources 261 Understanding Resource Constraints 262 Working with Resources 262 Setting the Automatically Add New Resources and Tasks Option 263 Sorting Resources 264 Grouping Resources 267 Filtering Resources 268 Consultants' Tips 271 9 Understanding Work Formula Basics 273 Understanding Resource and Task Assignments 276 Reviewing the Essential Components of Work Resource Assignments 276 Understanding the Resource Assignment Fields 277 Assigning a Resource to a Task 278 Understanding the Assignment Units Field 278 Assigning the Work 281 Assigning the Duration 281 Understanding the Work Formula 282 Applying the Work Formula in New Assignments 283 Applying the Work Formula in Changes to Existing Assignments 292 Selecting Task Settings 292 Setting the Task Type 294 Schedule Modifiers That Affect the Complexity of the Scheduling Engine 296 Task Mode 296 Project Scheduling the Resource Assignment to Start When the Task Starts 296 Splitting Task Assignments 296 Scheduled Delay Effects 297 Leveling Delay Effects 297 Work Contour Effects 298 Resource Availability Effects 299 Calendar Effects 299 Effort-Driven Task Effects 300 Effects of Using Driver Resources 300 Consultants' Tips 300 Work Formula Factors 300 80/20: Using Task Modes 301 80/20: Using Task Types 301 80/20: Using Effort-Driven Task Types 302 Difference Between Calendar Duration and the Actual Assignment Duration 302 10 Scheduling Single and Multiple Resource Assignments 303 Mechanisms: Methods for Adding Resources 304 Adding Resources Using the Assign Resources Dialog Box 304 Adding Resources by Using Drag-and-Drop 305 Assigning Resources with the Team Planner View 306 Assigning Resources with the Task Entry View 307 Assigning Resources Using the Task Information Dialog Box 308 Assigning Resources with the Task Table 310 Creation: Assigning a Single Resource 311 Assigning a Resource (Using the Assign Resources Dialog Box) 312 Creation: Assigning Multiple Resources 314 Calculating Task Duration with Multiple Resources 314 Understanding Effort-Driven Tasks 315 Understanding the Driver Resource Concept 318 Maintenance: Modifying Existing Resource Assignments 322 Modifying Resource Assignments 322 Entering the Assignment Values 323 Assigning Resources with the Task Usage View 326 Modifying Work Schedules with the Task Usage View 327 Using the Assignment Information Dialog Box 330 Scheduling a Late Start for an Assignment 331 Splitting a Task Assignment 334 Removing Resource Assignments from One or More Tasks 334 Replacing a Resource on an Assignment 336 How-To's: Modifying Resource Assignments 337 Graphing Resource Availability 337 Scheduling Resources for a Specific Amount of Work 340 Contouring Resource Usage 340 Selecting a Predefined Contour Using the Assignment Information Dialog Box 345 Using Overtime to Shorten Duration 346 Selecting a Cost Rate Table for an Assignment 349 Assigning Fixed Costs and Fixed Contract Fees 350 Scheduling with Task Calendars 353 Adding Delay to an Assignment 355 Consultants' Tips 356 Make Judicious Use of the Team Planner and Manually Scheduled Tasks 357 80/20: Use the Task Entry View for Resource Entry and Modifying Assignments 357 Depth: Calculation of the Default Units Value Used When Assigning a Resource 357 Config: Turn Off Automatic Resource Creation 357 Forward-Scheduling Versus Backward-Scheduling 358 11 Using Standard Views, Tables, Filters, and Groups to Review Your Schedule 359 What Can I View Using Microsoft Project 2010? 359 Viewing Strategies 360 Strategies on Using Views 360 Strategies on Using Tables 363 Understanding Standard Views 368 The Calendar View 368 The Gantt Chart Views 369 The Team Planner View 373 The Network Diagram View 375 Descriptive Network Diagram Views 377 The Task Usage View 378 The Tracking Gantt View 378 The Resource Graph View 379 The Resource Sheet View 379 The Resource Usage View 381 The Bar Rollup View 382 The Milestone and Milestone Date Rollup Views 382 The Relationship Diagram View 383 The Resource Allocation View 384 The Resource and Resource Name Form Views 384 The Task, Task Detail, and Task Name Form Views 385 The Task Entry View 387 The Task Sheet View 387 Understanding Standard Tables 389 Task Tables 389 Resource Tables 391 Understanding Filtering and Grouping 393 Exploring Filters in Microsoft Project 393 Exploring Standard Groups 400 Combining Views, Tables, Filters, and Groups to Review Project Schedule Details 402 Does My Schedule Contain the Needed Milestones? 402 Do I Know My Critical Path? 404 Are My Tasks Linked? 406 Does My Schedule Contain Constraints? 407 Are All Needed Task Details Included? 408 Making Sure There Is Flexibility in the Schedule 408 Are My Resources Overallocated? 408 Is My Schedule Baselined? 408 How Do I Communicate the Tasks? 409 How Do I Present My Project Schedule to the Project Sponsors? 410 Consultants' Tips 411 Use the Team Planner When Resource Planning Is Your Main Goal 411 Keep It Simple 411 Providing Task Assignments to Your Team Using the Gantt Chart View 411 An Easy Way to Not Accidentally Type in Actuals When Using Resource or Task Usage Views 411 12 Performing a Schedule Reality Check 413 Auditing the Schedule for Reasonableness 413 Looking for Logic Errors 414 Schedule Estimation Methods 415 Looking for Technique Errors 416 Reviewing the Big Picture (Critical Path Analysis) 419 What Is My Current Critical Path? 420 How Can I Reduce the Duration of My Critical Path? 421 Strategies for Crashing the Schedule 422 Strategies for Fast Tracking the Schedule 423 Reviewing the Project-Level Statistics 423 Methods of Examining Your Schedule 424 Strategies for Analyzing Costs 425 Reviewing the Cost Table 425 Reducing the Cost of Work 426 Finalizing the Schedule 426 Baselining the Schedule 427 Saving Your Project Baseline 428 Consultants' Tips 430 Are You a Pessimistic or an Optimistic Estimator? 430 Schedule Problems Checklist 430 Avoiding the "While You Are Here" Syndrome 432 Deleting Baselined Tasks 432 III Project Execution Through Completion 13 Tracking Your Project Progress 433 Overview of Tracking 433 Working with Project Baselines 434 Viewing Baselines 435 Using Usage Views to Show Time-Phased Details 436 Tracking Your Project's Performance and Costs 438 Understanding the Fields Used in Updating the Project Schedule 438 Entering Tracking Information at the Task Level 440 Editing the Task Actual Start Date 442 Editing the Task Actual Finish Date 442 Editing Task % Complete (Percentage Complete) 443 Editing Task Actual Duration 443 Editing Task Remaining Duration 444 Editing Task Actual Work 445 Editing Task % Work Complete 445 Editing Task Remaining Work 445 Editing Task Time-Phased Actual Work 446 Entering Tracking Information at the Assignment Level 446 Editing Assignment Actual Start 447 Editing Assignment Actual Finish 447 Editing Assignment Actual Work 448 Editing Assignment % Work Complete 448 Editing Assignment Remaining Work 448 Editing Assignment Time-Phased Work 449 Understanding the Calculation Options That Affect Tracking 449 Using the Updating Task Status Updates Resource Status Option 451 Using the Actual Costs Are Always Calculated by Microsoft Project Option 452 Using the Edits to Total Task Percentage Complete Will Be Spread to the Status Date Option 454 Options to Reschedule Parts of Partially Completed Tasks 454 Using Microsoft Project's Facilities for Updating Tasks 456 General Shortcuts 457 The Update Tasks Form 457 The Update Project Form 458 Consultants' Tips 459 Always Keep the Original Baseline 459 Regular Statusing of Team Assignments 460 14 Analyzing Performance 461 Reviewing the Current Status of a Project 462 Reviewing the Status via the Current Schedule 462 Reviewing the Status via the Project Plan 468 Analyzing Performance with Earned Value Analysis 477 Understanding Earned Value Measurements 478 Controlling the Calculation of Earned Value 488 A Summary of Using Earned Value Analysis in Microsoft Project 489 Creating Earned Value Graphs Using Visual Reports 491 Using Analysis Views and Reports 492 Analysis Views 492 Analysis Reports 496 Analyzing the Critical Path 496 Consultants' Tips 497 Project Performance Analysis Prerequisites 497 Project Performance Analysis Areas 497 Project Performance Analysis Options 498 15 Using Reports for Tracking and Control 499 Using Basic Reports 499 Using the Basic Reports for Project Analysis 501 Using Basic Reports for the Project Sponsor 515 Using Basic Reports for the Project Team 517 Using Visual Reports 524 Using Visual Reports for Project Analysis 526 Using Visual Reports for the Project Sponsor 531 Using Visual Reports for the Project Team 537 Consultants' Tips 539 Using Visual Reports to Share Project Status 539 Customize the Out-of-the-Box Reports for Your Project Needs 539 16 Revising the Schedule 541 When Things Don't Go According to Plan 541 Critical Path Changes 542 What Can Go Wrong 542 Prevention and Avoidance 543 Too Late for Avoidance-Now What? Recovery 544 Reducing Project Scope 545 Reducing Project Cost 545 Reducing Scheduled Duration 546 Rebaselining Strategies 547 Consultants' Tips 548 Regularly Review Your Project Schedule 548 Perform Risk Management and Contingency Planning 548 Make Your Project Estimates as Realistic as Possible 548 17 Closing the Project 549 The Project Close Process Group 550 Measure of Success 551 Work Breakdown Structure 551 Definition of Deliverables 551 Implementing Project Close Custom Fields 552 Performing Final Reporting 552 Performing a Project Retrospective (Lessons Learned) 555 Archiving Your Schedule 557 Celebrating Your Project Results 559 Consultants' Tips 560 IV Tailoring Microsoft Office Project 2010 to Your Needs 18 Managing Project Files 563 Saving and Protecting Project Files 563 Designating the Default Save Location and Format 564 Version Compatibility 565 Saving a File 566 Providing Security for Saved Files 568 Saving the Workspace 571 Project 2010 Safe Mode 571 Creating and Using Project Templates 572 Creating a New Project Template 572 Modifying Existing Template Files 574 Opening a Template File to Create a New Project 574 Working with the Organizer and the Global File 575 The GLOBAL.MPT File 577 Manipulating Objects Using the Organizer 578 Consultants' Tips 580 GLOBAL.MPT 580 Using the Organizer 580 Protecting Your Project Files When Sharing 581 Basic Steps for Starting a Project 581 Use Templates and Keep Them Simple 581 19 Formatting Views 583 Sorting the Tasks or Resources in a View 583 Selecting the Sort Keys 584 Selecting the Sort Operation 585 Formatting Text Styles for Categories of Tasks and Resources 585 Selecting an Item to Change 585 Changing the Style of Text Displays 588 Formatting Font for Selected Text 588 Formatting Gridlines 589 Using the Outline Options 590 Formatting Timescales 592 Changing Timescale Tiers 592 Completing the Timescale Definition 595 Changing the Display of Non-Working Time 596 Using Page Breaks 597 Formatting the Gantt Chart Views 597 Formatting the Gantt Chart View Manually 597 Using the Gantt Chart Wizard 608 Formatting the Calendar View 609 Formatting the Timescale for the Calendar 611 Selecting Calendar Bar Styles Options 612 Setting the Layout Options for the Calendar View 613 Formatting the Network Diagram View 614 Using the Box Styles Options 614 Using Data Templates for Network Diagram Nodes 615 Using the Box Options 618 Controlling the Network Diagram Layout 618 Using the Zoom Command 623 Formatting the Task Form and Resource Form Views 623 Sorting the Form Views 624 Formatting Details of Form Views 624 Formatting the Resource Graph View 625 Reviewing the Format Options for the Resource Graph View 628 Selecting the Details to Display 629 Using the Bar Styles Dialog Box 630 Formatting the Resource Usage View 633 Choosing the Details for the Resource Usage View 633 Formatting the Detail Styles in the Resource Usage View 634 Formatting the Task Usage View 635 Formatting the Task Sheet and Resource Sheet Views 636 Consultants' Tips 636 Get Familiar with the Default Views First, Then Customize 636 Customizing the Gantt Chart View 636 Sorting Views 636 20 Creating and Customizing the Basic Reports 637 Understanding the Basic Reports 637 Accessing the Standard Reports 637 Common Report Elements 639 The Overview Reports Category 640 The Current Activity Reports Category 644 The Cost Reports Category 646 The Assignment Reports Category 649 The Workload Reports Category 651 Customizing Reports 653 Customizing an Existing Report 653 Using the Custom Category of Reports 655 Creating Reports 656 Creating a New Report Based on an Existing Report 656 Designing a New Report 657 Using the Common Customization Controls 658 Controlling Page Breaks in a Report 658 Choosing the Page Setup Options for a Report 659 Formatting Text in a Report 659 Changing the Sort Order for a Report 660 Collapsing Task Detail in a Report 661 Customizing Specific Report Types 662 Customizing the Project Summary Report 662 Customizing the Calendar Reports 664 Customizing Task and Resource Reports 665 Customizing Crosstab Reports 675 Customizing the Monthly Calendar Report 682 Saving and Sharing Custom Reports 684 Consultants' Tips 685 21 Creating and Customizing Visual Reports 687 Understanding OLAP Cubes for Visual Reports 691 Understanding Excel and Visio in Relation to Project 692 Using Excel 2007 While Working with Visual Reports 692 Using Visio While Working with Visual Reports 696 Reporting Capabilities 697 Customizing Excel 2007 Visual Reports 698 Customizing Visio 2007 Visual Reports 711 Creating Visual Reports Using Excel 722 Creating Visual Reports Using Visio 725 Sharing and Saving Visual Reports 726 Saving a Visual Report Template Using Excel 727 Saving a Visual Report Template Using Visio 727 Saving a Reporting Cube 728 Saving a Reporting Database 729 Printing a Visual Report 730 Consultants' Tips 731 80/20: Choose the Right Data Resolution for Your Reporting Goals 731 Save Customized Reports as Templates for Later Use 731 22 Customizing Views, Tables, Filters, Groups, and Fields 733 Creating and Customizing Tables 734 Entering a Table Name 736 Adding and Changing the Columns in the Table 736 Completing the Definition of the Table 738 Changing Table Features from the View Screen 740 Creating and Customizing Views 742 Entering the Name of the View 744 Selecting the Starting Format 745 Selecting the Table for the View 745 Selecting the Group for the View 746 Selecting the Filter for the View 746 Displaying the View Name in the Menu 747 Saving the View Definition 747 Creating a Combination View 747 Printing Views 749 Preparing Your Screen and Choosing Fundamentals for Your Printed View 749 Filtering, Sorting, Grouping, and Enhancing the Display 749 Using Page Breaks 750 Using the Page Setup Dialog Box 750 Using the Print Preview Button 759 Printing 760 Creating and Customizing Filters 762 Naming a Filter 763 Defining Filter Criteria 763 Using More Filter Criterion Tests 766 Using Interactive Filters 770 Creating Calculated Filters 772 Creating Multiple Criteria Filters 773 Creating Custom Filters with AutoFilter 774 Creating Custom Groups 775 Accessing Custom Groups 775 Selecting Grouping Fields 776 Defining Group Intervals 776 Formatting Group Displays 777 Saving Custom Groups 777 Creating and Customizing Fields 778 Accessing the Custom Fields 779 Naming Custom Fields 780 Creating Calculated Custom Fields 780 Controlling Custom Field Behaviors 782 Creating Custom Indicator Fields 782 Managing Custom Fields 786 Organizing Views and Other Custom Elements in Project Files 787 Consultants' Tips 789 Create Views the Right Way 789 Name Organizer Objects Appropriately 789 Resolve Unexpected View Results 789 Know Your Audience When Using Graphical Indicators 790 Keep an Excel Configuration Workbook 790 23 Customizing Toolbars, Menus, and Forms 791 Customizing the Ribbon 791 Customizing the Quick Access Toolbar 798 Customizing the Status Bar 803 Consultants' Tips 805 V Microsoft Office Project 2010 Knowledge In Depth 24 Working with Multiple Projects 807 Using Windows Commands 807 Viewing All the File Windows at the Same Time 809 Hiding and Unhiding Open Windows 810 Using the Save Workspace Command 810 Comparing Project Versions 811 Displaying Tasks from Different Projects in the Same Window 814 Using the New Window Command 814 Filtering and Sorting Consolidated Projects 817 Creating Master Projects 819 Combining Projects into One File Using the Insert Project Menu 819 Working with Inserted Projects 821 Breaking Apart a Large Project Using Inserted Projects 822 Master Projects Using Hammock Tasks 823 Maintaining Inserted Projects 824 Identifying Tasks That Are Inserted Projects 825 Removing Inserted Projects 826 Creating Links Between Tasks in Separate Projects 827 Sharing Resources Among Projects 829 Creating the Shared Resource Project 830 Using the Resource Pool 831 Discontinuing Resource Sharing 834 Identifying Resource Pool Links 834 Viewing Resource Loads Without Sharing a Pool 835 Saving Multiple Files in a Workspace 836 Consultants' Tips 836 Using Master Files 836 How Do I Tell Which Task Is from Which Project When They Have the Same Names? 837 Sharing Resources Between Projects 837 25 Resolving Resource Allocation Problems 839 Understanding How Resource Allocation Problems Occur 839 Why Should I Care About Resource Workload Conditions? 840 What Is the Problem? 840 What Causes Resource Overallocation? 841 Should I Ignore Resource Allocation Problems? 843 Visualizing Resource Allocation Conditions 843 Resource Max Units, Calendars, and Other Settings 843 Team Planner 845 Resource Graphs 847 Resource Sheet 848 Split Views and Windows 849 Resource Usage Time-Phased Data 851 Groups, Filters, and Sorting Tasks with Resources 852 Review Task Relationships 853 Strategies for Correcting Resource Allocation Problems 854 Process Check: Review Project Scope and Other Business Issues 855 Replacing or Adding Resources 855 Splitting Tasks 856 Linking Tasks 856 Adjusting Resource Units 858 Using the Level Resources Tools 859 Manual Strategies to Correct Resource Allocation Problems 865 Consultants' Tips 869 Use Team Planner and Manually Scheduled Tasks Where Appropriate 869 Establish Guidelines for Resolving Resource Allocation Issues 869 Examples of Resource-Leveling Scenarios 870 Receiving an "Overallocation Cannot Be Resolved" Warning 870 Resource(s) Indicate Overallocation Condition After Leveling 870 26 Exporting and Importing Project Data 871 Exchanging Project Files Across Microsoft Project Versions 872 Exchanging Microsoft Project Data with Other Applications 873 File Formats Supported by Microsoft Office Project 873 Working with Import/Export Maps to Select Your Project Data 874 Understanding Import/Export Maps 875 Reviewing the Predefined Import/Export Maps 876 Creating and Using an Export Map 879 Creating and Using an Import Map 884 Creating Import Maps for Access and ODBC Sources 889 Exchanging Data with Microsoft Excel 889 Exporting Microsoft Project Data to an Excel Worksheet 890 Exporting Microsoft Project Data to an Excel PivotTable 894 Importing Microsoft Project Data from the Excel Format 894 Working with Web-Enabled Project Data 899 Working with Text File Formats 900 Exporting Project Data in the Text Formats 900 Importing Project Data from Text Formats 902 Importing a Task List from Outlook 903 Consultants' Tips 906 Design the Data Layout Prior to Import/Export 906 Using Export/Import vs. Copy/Paste 906 Copying and Pasting Using Excel 907 Be Aware of Additional Data When Importing/Exporting 907 Using the XML Export Will Not Keep Some of the Usage Data 907 27 Manipulating Data Using Other Applications 909 Copying Data Between Applications 909 Copying Data from Other Applications into Microsoft Project 911 Copying Microsoft Project Data into Other Applications 913 Linking Data Between Applications 914 Linking Microsoft Project Data Fields from External Sources 914 Refreshing Linked Data in Microsoft Project 916 Deleting Links to External Sources 919 Identifying Tasks or Resources with Links Attached 919 Pasting Links to Microsoft Project Data in Other Applications 919 Working with Objects 920 Pasting Objects 920 Inserting Objects 922 Placing Objects into Microsoft Project 923 Pasting Objects in the Gantt Chart View 923 Inserting Objects in the Gantt Chart View 924 Placing Objects in the Notes Field 928 Placing Objects in the Task or Resource Objects Box 928 Placing Objects in Headers, Footers, and Legends 931 Placing Objects into Other Applications 932 Using the Copy Picture Command to Copy a View 934 Consultants' Tips 937 TOC, 9780789743107, 1/11/2011