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Index
Cover
Copyright
Summary
Customization for Training Courses
Author’s Comment
Special Thanks
Current Books Published by Eastwood Harris
Superseded Books by The Author
Contents
1 INTRODUCTION
1.1 Purpose
1.2 Required Background Knowledge
1.3 Purpose of Planning
1.4 Project Planning Metrics
1.5 Planning Cycle
1.6 Levels of Planning
1.7 Monitoring and Controlling a Project
2 CREATING A PROJECT SCHEDULE
2.1 Understanding Planning and Scheduling Software
2.2 Understanding Your Project
2.3 Level 1 – Planning without Resources
2.3.1 Creating Projects
2.3.2 Defining Calendars
2.3.3 Defining the Project WBS Using Outlining
2.3.4 Defining, Adding and Organizing Tasks
2.3.5 Adding the Logic Links
2.3.6 Developing a Closed Network
2.3.7 Constraints
2.3.8 Risk Analysis
2.3.9 Contingent Time
2.3.10 Printing and Reports
2.3.11 Issuing the Plan
2.3.12 Scheduling the Project and Understanding Float (Slack)
2.3.13 Formatting the Display – Filters and Views
2.3.14 Printing and Reports and Issuing the Plan
2.4 Level 2 – Tracking Progress without Resources
2.4.1 Setting the Baseline Schedule
2.4.2 Tracking Progress
2.4.3 Corrective Action
2.5 Level 3 – Planning with Resources and /or Costs
2.5.1 Estimating or Planning for Control
2.5.2 The Balance Between the Number of Tasks and Resources
2.5.3 Creating and Using Resources
2.5.4 Resource Calendars, Task Types and Driving Resources
2.5.5 Resource Graphs and Usage Tables
2.5.6 Resource Optimization
2.6 Level 4 – Tracking Progress of a Resourced Schedule
2.6.1 Updating Projects with Resources
3 NAVIGATION AND SETTING THE OPTIONS MICROSOFT PROJECT
3.1 Starting Microsoft Project Professional and Standard
3.2 Identify the Parts of the Project Screen
3.3 Customizing the Screen
3.3.1 Ribbon Toolbar
3.3.2 Quick Access Toolbar
3.3.3 Exporting and Importing Toolbars
3.4 Microsoft Project Windows
3.4.1 Understanding Windows in Microsoft Project
3.4.2 Creating a New Window
3.4.3 Managing Windows
3.4.4 Resizing Windows
3.4.5 Splitting Views
3.4.6 Managing Details Forms
3.5 Status Bar
3.6 Forms Available from the Ribbon Groups
3.7 Right-clicking with the Mouse
3.8 Finding the Task Bars in the Gantt Chart
3.9 Setting up the Options
3.9.1 General Tab
3.9.2 Schedule Tab – Scheduling options for this project:
3.9.3 Schedule Tab – Advanced Options
3.10 Mouse Pointers
3.11 Select All Button
3.12 Short Cut Keys
3.13 Help and Tell me what to do
3.14 Workshop 1 – Navigation and Setting Your Project Options
4 CREATING PROJECTS AND TEMPLATES
4.1 Starting Microsoft Project
4.2 Creating a Blank Project
4.3 Opening an Existing Project
4.4 Re-opening a Project
4.5 Creating a Project Template
4.5.1 Setting the Personal Template Directory
4.5.2 Creating a Personal Template
4.6 Creating a New Project from a Template
4.7 Saving Additional Project Information
4.8 Using the Alt Key and Keystrokes to Access Commands
4.9 Saving a Project
4.10 Closing Microsoft Project
4.11 Workshop 2 - Creating a Project
5 DEFINING CALENDARS
5.1 Understanding Calendars
5.2 Editing Calendars
5.2.1 Editing Working Days to Create Holidays
5.2.2 Editing a Calendar to Create an Exception
5.3 Creating a New Calendar
5.4 Assigning a Calendar to a Project
5.5 Calculation of Tasks in Days
5.6 Effect on 2007 Calendars When Saving to 2000 – 2003
5.7 Selecting Dates
5.8 Renaming, Deleting and Copying Calendars Using Organizer
5.9 Workshop 3 - Maintaining the Calendars
6 ADDING TASKS
6.1 Understanding Tasks
6.2 Adding New Tasks
6.2.1 Adding a Task Under an Existing Task
6.2.2 Inserting a Task Between Existing Tasks
6.3 Understanding Change Highlight
6.4 Copying and Pasting Tasks
6.5 Copying Tasks from Other Programs
6.6 Milestones
6.7 Reordering Tasks by Dragging
6.8 Sorting Tasks
6.9 Task Information Form
6.10 Elapsed Durations
6.11 Indicators Column
6.12 Assigning Calendars to Tasks
6.12.1 Assigning a Calendar Using the Task Information Form
6.12.2 Assigning a Calendar Using a Column
6.13 Workshop 4 - Adding Tasks
7 ORGANIZING TASKS USING OUTLINING
7.1 Understanding Outlining
7.2 Creating an Outline
7.3 Promoting and Demoting Tasks
7.4 Summary Task Duration Calculation
7.5 Summarizing Tasks
7.5.1 Summarize and Expand Summary Tasks to Show and Hide Subtasks
7.5.2 Roll Up All Tasks to an Outline Level
7.6 Project Summary Task
7.7 Workshop 5 - Entering Summary Tasks
8 FORMATTING THE DISPLAY
8.1 Formatting the Columns
8.1.1 Understanding Custom Fields
8.1.2 Column Names
8.1.3 Inserting Columns
8.1.4 Format Columns Group
8.1.5 Hiding Columns
8.1.6 Adjusting the Width of Columns
8.1.7 Moving Columns
8.1.8 Formatting Columns Using the Table Function
8.2 Formatting Time Units
8.3 Formatting the Bars
8.3.1 Formatting All Task Bars Using the Bar Styles Form
8.3.2 Format Bar Styles Group Menu
8.3.3 Gantt Chart Styles Group Menu
8.3.4 Formatting Bars Using the Gantt Chart Wizard
8.3.5 Placing Dates and Names on Bars
8.4 Row Height
8.4.1 Setting Row Heights
8.4.2 Wrap Text Command
8.5 Format Fonts
8.5.1 Format Individual Cells Font Command
8.5.2 Format Text Styles
8.6 Format Timescale
8.6.1 Zoom Slider
8.6.2 Ribbon Menu
8.6.3 Format Timescale Command
8.6.4 Format Timescale Font
8.7 Format Gridlines
8.8 Format Colors
8.9 Format Links, Dependencies, Relationships, or Logic Lines
8.10 Workshop 6 - Formatting the Bar Chart
9 ADDING TASK DEPENDENCIES
9.1 Understanding Dependencies
9.2 Understanding Leads and Lags
9.3 Restrictions on Summary Task Dependencies
9.4 Assigning Dependencies
9.4.1 Graphically Adding a Dependency
9.4.2 Using the Link and Unlink Buttons
9.4.3 Task Linking Using the Keyboard
9.4.4 Relationship Listing Issue
9.4.5 Adding and Deleting Predecessors with the Task Information Form
9.4.6 Predecessor and Successor Details Forms
9.4.7 Editing or Deleting Dependencies Using the Task Dependency Form
9.4.8 Autolink New Inserted Tasks or Moved Tasks
9.4.9 Editing Relationships Using the Predecessor or Successor Columns
9.5 Scheduling the Project
9.6 Workshop 7 - Adding the Relationships
10 NETWORK DIAGRAM VIEW
10.1 Understanding the Network Diagram View
10.2 Adding and Deleting Tasks in the Network Diagram View
10.3 Adding, Editing and Deleting Dependencies
10.4 Formatting the Task Boxes
10.5 Formatting Individual Boxes
10.6 Formatting the Display and Relationship Lines
10.7 Early Date, Late Date and Float/Slack Calculations
10.8 Workshop 8 - Scheduling Calculations
11 CONSTRAINTS
11.1 Assigning Constraints
11.1.1 Using the Task Information Form
11.1.2 Using the Constraint Type and Constraint Date Column
11.1.3 Typing a Date into the Task Information or Details Form
11.1.4 Using the Task Details Form
11.2 Deadline Date
11.3 Changing Manually Scheduled Tasks to Auto Scheduled
11.4 Task Notes
11.5 Completed Schedule Check List
11.6 Workshop 9 - Constraints
12 FILTERS
12.1 Understanding Filters
12.2 Understanding the Filter Menu
12.3 Applying an Existing Filter
12.4 Creating and Modifying Filters
12.5 Defining Filter Criteria
12.5.1 Simple Filters, Operator and Wild Cards
12.5.2 And/Or Filters
12.5.3 Multiple And/Or
12.5.4 Interactive Filter
12.6 AutoFilters
12.7 Adding New Filters to the Global
12.8 Copy a Filter to and from Another Open Project
12.9 Workshop 10 - Filters
13 TABLES, CUSTOM FIELDS AND GROUPING TASKS
13.1 Understanding Project Breakdown Structures
13.2 Tables
13.2.1 Applying a Table to a View
13.2.2 Creating and Editing a Table
13.3 Custom Fields
13.4 Grouping
13.4.1 Group by: Function
13.4.2 Using a Predefined Group
13.4.3 Creating a New Group
13.4.4 Grouping Resources in the Resource Sheet
13.4.5 Grouping with AutoFilter
13.5 Workshop 11 - Reorganizing the Schedule
14 VIEWS AND DETAILS
14.1 Understanding Views
14.2 Creating a New View
14.2.1 Creating a New Single View
14.2.2 Creating a Combination View
14.2.3 Copying and Editing a View
14.2.4 Copying a View to and from Another Project
14.3 Details Form
14.4 Timeline View
14.4.1 Microsoft Project 2013 Timeline
14.4.2 Understanding Microsoft Project 2016 Timeline Bars
14.4.3 Formatting Microsoft Project 2016 Timeline Bars
14.5 A Logical Process for Developing a View
14.6 Workshop 12 - Organizing Your Data Using Views and Tables
15 PRINTING AND REPORTS
15.1 Printing
15.2 File, Print Form
15.2.1 Print and Printer
15.2.2 Settings
15.2.3 Buttons at the Bottom Right Hand Side of Print Form
15.3 Page Setup
15.3.1 Page Tab
15.3.2 Margins Tab
15.3.3 Header, Legend and Footer Tabs
15.3.4 Legend Tab
15.3.5 View Tab
15.4 Manual Page Breaks
15.5 Understanding Reports
15.6 Visual Reports
15.7 Microsoft Project Reports
15.7.1 Understanding the Microsoft Project Reports
15.7.2 Displaying and Formatting Microsoft Project Reports
15.7.3 Creating New Microsoft Project Report
15.8 Workshop 13 – Printing
16 TRACKING PROGRESS
16.1 Setting the Baseline
16.1.1 Setting Baseline Dates
16.1.2 Clearing and Resetting the Baseline
16.1.3 Displaying the Baseline Data
16.2 Practical Methods of Recording Progress
16.3 Understanding Tracking Progress Concepts
16.3.1 Task Lifecycle
16.3.2 Actual Start Date Assignment
16.3.3 Calculation of Actual & Remaining Durations of an In-progress Task
16.3.4 Calculating the Early Finish Date of an In-Progress Task
16.3.5 Updating Completed tasks
16.3.6 Summary Bars Progress Calculation
16.3.7 Understanding the Current Date, Status Date & Update Project Date
16.4 Updating the Schedule
16.4.1 Move Project
16.4.2 Using Update Project
16.4.3 Update Tasks Form
16.4.4 Updating Tasks Using the Task Information Form
16.4.5 Updating Tasks Using the Task Details Form
16.4.6 Updating Tasks Using Columns
16.4.7 Reschedule Uncompleted Work To Start After
16.4.8 Updating Tasks Using Task, Schedule Functions
16.4.9 Reschedule Work Function
16.4.10 Updating Milestones Issues
16.4.11 Physical % Complete
16.5 Simple Procedure for Updating a Schedule
16.6 Procedure for Detailed Updating
16.7 Comparing Progress with Baseline
16.8 In-Progress Schedule Check List
16.9 Corrective Action
16.10 Workshop 14 - Updating the Schedule and Baseline Comparison
17 CREATING RESOURCES AND COSTS
17.1 Creating Resources in the Resource Sheet
17.2 Grouping Resources in the Resource Sheet
17.3 Resource Information Form
17.3.1 General Tab
17.3.2 Costs Tab
17.3.3 Notes
17.3.4 Custom Fields
17.4 Resource Calendars
17.4.1 Editing a Resource calendar
17.4.2 Resource Calendars Calculations
17.4.3 Issues Using Resource Calendars
17.5 Workshop 15 - Defining Resources
18 ASSIGNING RESOURCES AND COSTS TO TASKS
18.1 Fixed Costs
18.2 Assigning Work without a Resource
18.3 Resource Definitions
18.4 Task Type and Effort-Driven
18.4.1 Task Type – Fixed Duration, Fixed Units, Fixed Work
18.4.2 Effort-Driven
18.5 Resource Calendars
18.6 Assigning Resources using the Resource Assignment Form
18.7 Assigning Resources Using the Task Details Form
18.8 Assigning Resources Using the Task Information Form
18.9 Assigning Resources from the Resource Column
18.10 Assignment of Resources to Summary Tasks
18.11 Resource Engagement
18.12 Rollup of Costs and Hours to Summary Tasks
18.13 Contour the Resource Assignment
18.14 Workshop 16 - Assigning Resources to Tasks
19 RESOURCE OPTIMIZATION
19.1 Resource Graph Form
19.2 Resource Graph View
19.3 Resource Tables View
19.4 Detailed Styles Form
19.5 Creating an S-Curve from Microsoft Project
19.6 Team Planner View
19.7 Printing Resource Profiles and Tables
19.8 Creating Resource Graphs, Crosstab Tables, S-Curves in a Spreadsheet
19.8.1 Export Time Phased Data to Excel Using Visual Reports
19.8.2 Export Using Time Phased Data Copy and Paste
19.8.3 Creating S-Curves in Excel
19.9 Resource Optimization
19.9.1 Resource Optimization through Leveling
19.9.2 Other Methods of Resolving Resource Peaks and Conflicts
19.9.3 Resource Leveling Function
19.9.4 Resource, Level group Ribbon Commands
19.10 Workshop 17 – Resource Graphs and Tables
20 UPDATING PROJECTS WITH RESOURCES
20.1 Understanding Baseline Dates, Duration, Costs and Hours
20.2 Understanding the Status Date
20.3 Formatting the Current Date and Status Date Lines
20.4 Information Required to Update a Resourced Schedule
20.5 Updating Dates and Percentage Complete
20.6 Updating Resources
20.6.1 Updating Tasks with Fixed Costs Only
20.6.2 Forecasting Resource Hours
20.6.3 Forecasting Resource Hours and Costs Form
20.6.4 Using the Task Usage and Resource Usage Views
20.7 Splitting Tasks
20.8 Summary Tasks and Earned Value
20.9 Workshop 18 - Updating a Resourced Schedule
21 PROJECT OPTIONS
21.1 General
21.1.1 User Interface Options
21.1.2 Project view
21.1.3 Personalize your copy of Microsoft Office
21.1.4 Start up options
21.2 Display
21.2.1 Calendar
21.2.2 Currency options for this project:
21.2.3 Show indicators and options buttons for:
21.2.4 Show these elements
21.3 Schedule
21.3.1 Calendar options for this project:
21.3.2 Schedule
21.3.3 Scheduling options for this project:
21.3.4 Schedule Alerts
21.3.5 Calculation
21.3.6 Calculation Options for this project:
21.4 Proofing
21.5 Save
21.5.1 Save projects
21.5.2 Save templates
21.5.3 Cache
21.6 Language
21.7 Advanced
21.7.1 General
21.7.2 Project Web App
21.7.3 Planning Wizard
21.7.4 General Options
21.7.5 Edit
21.7.6 Display
21.7.7 Display Options for this Project
21.7.8 Cross project linking options for this project:
21.7.9 Earned Value options for this project:
21.7.10 Calculation options for this project:
21.8 Customize Ribbon
21.9 Quick Access Toolbar
21.10 Add-Ins
21.11 Trust Center
21.11.1 Macro Settings
21.11.2 Legacy Formats.
21.11.3 Privacy Options
21.12 Authors Recommended Setup for New Projects
21.13 Commands Removed From the Microsoft Project 2007 Options, View Form
22 MICROSOFT PROJECT ONLINE AND SERVER
22.1 Understanding Microsoft Project Online and Microsoft Project Server
22.2 Changes for Schedulers and Project Managers
22.3 How Microsoft Project Online and Server Operates
22.3.1 Connection
22.3.2 Security
22.3.3 Check out/Check in
22.3.4 Publishing
22.3.5 Centralized Global Template
22.3.6 Centralized Resource Pool
22.3.7 Modelling of resource effort and cost
22.3.8 Updating Schedules Properly
22.3.9 Project Inter-Dependencies
22.4 New Functions for Project Managers not found in Microsoft Project Professional
22.5 Tips for EPM Implementers
22.6 Accessing Project Schedules from Microsoft Project Online or Server
22.6.1 Opening a Schedule from Microsoft Project Professional
22.6.2 Accessing Schedules through the Web App
22.7 Reporting using Microsoft Project Online and Project Server
22.8 Tips for schedule reporting
23 MORE ADVANCED SCHEDULING
23.1 Working with Hourly Calendars
23.1.1 Adjusting Calendar Default Working Hours
23.1.2 Creating Calendar Periods with Alternate Working Hours
23.1.3 Working with Calendars with Different Hours per Day
23.1.4 Understanding Default Start and Default End Time
23.2 Managing Calendars
23.2.1 Deleting a Calendar
23.2.2 Copying Calendars between Projects
23.2.3 Renaming a Calendar
23.2.4 Copying a Base Calendar to Global.mpt for Use in Future Projects
23.2.5 Printing the Calendar
23.2.6 Display Times in 24-Hour Clock
23.3 Adding Tasks
23.3.1 Task Scheduling Mode - Manually Scheduled or Auto Scheduled
23.3.2 Copying Tasks from Other Programs
23.3.3 Dynamically Linking Cells to Other Programs
23.3.4 Milestones with a Duration
23.3.5 Splitting an In-progress Task
23.4 Formatting Bars
23.4.1 Format One or More Specific Task Bars
23.4.2 Hiding the Task Bar
23.4.3 Layout Form – Format Bars Options (Date, Height and Rollup)
23.5 Task Splitting
23.5.1 Splitting Tasks
23.5.2 Show bars splits
23.5.3 Bar Split Dates.
23.5.4 Split Task Duration
23.6 Logic
23.6.1 Unique ID Predecessor or Unique ID Successor Columns
23.6.2 Reviewing Relationships Using WBS Predecessor or Successor Columns
23.6.3 Task Drivers
23.6.4 Manually Scheduled Relationships
23.6.5 Schedule From Project Finish Date
23.6.6 Move Project
23.7 Custom Outline Codes and WBS
23.7.1 Custom Outline Codes
23.7.2 Define a Custom Outline Code
23.7.3 Outline Codes
23.7.4 User Defined WBS Function
23.8 Sharing Resources with Other Projects
23.9 Tracking Progress
23.9.1 Setting an Interim Baseline
23.9.2 Resetting the Baseline Using “Roll Up Baselines”
23.9.3 Status Date Calculation Options - New Tasks
23.9.4 Status Date Calculation Options - When Updating a Schedule
23.9.5 Stop and Resume Dates
23.9.6 Marking Up Summary Tasks
23.9.7 Moving Tasks Using Task, Tasks group Move
23.9.8 Progress Lines and Variance Columns
24 TOOLS AND TECHNIQUES FOR SCHEDULING
24.1 Understanding Menu Options
24.2 Cut, Copy and Paste Row
24.3 Cut, Copy and Paste Cell
24.4 Copy Picture
24.5 Fill Down
24.6 Clear Contents
24.7 Find and Replace
24.8 Go To
24.9 Insert Recurring Task
24.10 Copy or Cut-and-Paste to and from Spreadsheets
24.11 Paste Link – Cell Values in Columns
24.12 Unique Task, Resource and Assignment ID
24.12.1 Task Unique ID
24.12.2 Resource Unique ID
24.12.3 Resource Assignment Unique ID
24.13 Organizer
24.14 File Types
24.15 Recording a Macro
25 APPENDIX 1 – SCREENS USED TO CREATE VIEWS
26 INDEX
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