Microsoft® Project 2010 Inside Out by Stover, Teresa S. -- Read -- Imperial Library of Trantor

Index

Microsoft® Project 2010 Inside Out

Introduction

Who This Book Is For Assumptions About You How To Use This Book How This Book Is Organized Features and Conventions Used in this Book

Text Conventions Design Conventions

About the Companion Content Acknowledgments Support and Feedback

Errata & Support We Want to Hear from You Stay in Touch

How to Access Your Online Edition Hosted by Safari How to Download the Online Edition to Your Computer

I. Project Fundamentals

1. Introducing Microsoft Project 2010

Using Project 2010—An Overview

Project Standard 2010 Project Professional 2010 Project Server 2010 Project Web App

What’s New in Project 2010

What’s New in Project Standard 2010

Controlling the Project Schedule Analyzing and Troubleshooting the Schedule Collaborating on Project Details Viewing Project Information Working with Commands and Tools

What’s New in Project Professional 2010 What’s New in Project Server 2010 and Project Web App

Managing Portfolios Planning Projects and Resource Capacity Tracking Project Status and Timesheets Viewing Project Information Working with Commands and Tools Managing the Project Server

Using the Project Ribbon

Minimizing and Expanding the Ribbon Using Keyboard Shortcuts to Access Commands Finding Lost Commands

Learning as You Go

Getting Help

Browsing Project Help Contents Searching for a Specific Topic Getting Help for Project Fields Finding Project Assistance on the Web Following Project 2010 through Social Media

Joining a Project Forum Working with Indicators and Option Buttons

2. Understanding Projects and Project Management

Understanding Project Management Basics

What Is a Project? What Is Project Management?

Understanding Project Management Stages

Initiating and Planning the Project Executing the Project Monitoring and Controlling the Project Closing the Project

Facilitating Your Plan with Project 2010

Creating a Model of Your Project

Planning with Project 2010 Executing with Project 2010 Monitoring and Controlling with Project 2010 Closing with Project 2010

Working with Your Team Through Project 2010 Using Project 2010 in Your Enterprise

Working with the Project Stakeholders Keys to Successful Project Management

II. Developing the Project Plan

3. Starting a New Project

Getting from Idea to Proposal to Project Focusing the Project Vision

Defining Scope Understanding Product Scope and Project Scope Developing the Scope Statement

Creating a New Project Plan

Creating a Project File

Creating a New Project from a Blank Project File Creating a New Project from a Template Creating a New Project from an Existing Project

Saving Your New Project Scheduling from a Start or Finish Date Setting Your Project Calendar

Applying a Base Calendar to the Project Calendar Modifying a Base Calendar

Specifying the Normal Work Week for a Base Calendar Setting Up an Alternative Work Week Setting Up Holidays and Other One-Time Calendar Exceptions Setting Up a Recurring Calendar Exception

Creating a New Base Calendar

Attaching Project Documentation

Showing the Project Summary Task Copying a Document to Your Project File Hyperlinking a Document or Website to Your Project File

Entering Tasks

Adding Tasks to Your Project Plan Importing Tasks from an Excel Worksheet Entering Recurring Tasks

Sequencing and Organizing Tasks

Moving Tasks Inserting Additional Tasks Copying Tasks Deleting Tasks Undoing Multiple Edits

Organizing Tasks into an Outline Setting Up Your Work Breakdown Structure

Understanding Work Breakdown Structure Codes

Showing Outline Numbers as Basic WBS Codes Creating a Custom WBS Code

Setting Up Work Breakdown Structure Codes

Adding Supplementary Information to Tasks

4. Viewing Project Information

Understanding Project Information Categories Accessing Your Project Information

Switching Between Views

Switching to Frequently Used Views Seeing the List of All Available Views Showing the View Bar

Using Views

Scheduling with Gantt Charts Highlighting Tasks with the Timeline Flowcharting with Network Diagrams Visualizing the Project with the Calendar Reviewing Assignments with the Team Planner Charting Team Availability with the Resource Graph Tabling with Sheet Views Timesheeting with Usage Views Seeing Details with Forms Cross-Referencing with Combination Views

Using Tables

Sheet and Table Reference Table Definition Reference Changing the Table in a View Modifying a Table

Using Fields

Arranging Your Project 2010 Window

Setting Your Default View Using the Zoom Slider Adjusting a Timescale Showing and Hiding Screen Elements Splitting a Window Switching Between Open Projects

Navigating to a Specific Location in a View Rearranging Your Project Information

Ordering Project Information with a Sort Grouping Project Information into Categories Seeing Only What You Need by Filtering

5. Scheduling Tasks Manually or Automatically

Manually Scheduling Tasks Automatically Scheduling Tasks Mixing Manual and Automatic Tasks in a Project Plan Switching Task Scheduling Modes Changing Scheduling Defaults

Switching the Task Mode Default for New Tasks in a Plan Switching the Task Mode Default for a New Project Plan Switching the Task Mode Default for All New Project Plans

6. Building Your Schedule

Setting Task Durations

Developing Reliable Task Duration Estimates Understanding Estimated vs. Confirmed Durations Entering Durations Understanding How Durations Affect Scheduling Reviewing Durations

Establishing Task Dependencies

Creating the Finish-to-Start Task Dependency Understanding the Dependency Types Delaying Linked Tasks by Adding Lag Time Overlapping Linked Tasks by Adding Lead Time Changing or Removing Links Reviewing Task Dependencies

Scheduling Tasks to Achieve Specific Dates

Understanding Constraint Types Changing Constraints Working with Flexible and Inflexible Constraints

Flexible Constraints Moderately Flexible Constraints Inflexible Constraints

Reviewing Constraints

Setting Deadline Reminders Creating Milestones in Your Schedule Working with Task Calendars

Setting Up the Task Calendar Assigning a Base Calendar to a Task

Seeing Feedback on Scheduling Changes

Highlighting the Ripple Effects of Schedule Changes Reviewing the Factors That Affect Task Scheduling

7. Setting Up Resources in the Project

Understanding the Impact of Resources in the Plan Adding Resources to the Project

Entering Resources in the Resource Sheet Adding Work Resources to the Project

Adding Resources from Your E-Mail Address Book Using Resource Information from Excel

Adding Material Resources to the Project Adding Cost Resources to the Project

What Are Cost Resources? Identifying a Resource as a Cost Resource

Removing a Resource from the Project Identifying Tentative, Generic, or Budget Resources

Proposing Tentative Resources Using Generic Resources as a Placeholder Specifying a Budget Resource

Setting When Resources Are Available for Work

Setting Working Times and Days Off for Work Resources

Viewing a Resource Calendar Applying a Different Base Calendar to a Resource Modifying a Resource Calendar Creating a New Base Calendar for Resources

Specifying Resource Availability with Max Units

Adding Detailed Resource Information

Working with Supplemental Resource Fields Specifying Contact Information Adding a Note Regarding a Resource Hyperlinking to Resource Information

8. Assigning Resources to Tasks

Assigning Work Resources to Tasks

Creating Work Resource Assignments Adding and Assigning Resources at the Same Time Finding the Right Resources for the Job Using the Team Planner to Assign Resources

Assigning Resources in the Team Planner Scheduling Tasks in the Team Planner Rescheduling or Reassigning Tasks in the Team Planner Preventing Overallocations by Using the Team Planner Reviewing Task Details in the Team Planner

Understanding Assignment Calculations

Assigning Material Resources to Tasks Assigning Cost Resources to Tasks Reviewing Assignment Information

Showing Assignments by Task or Resource Showing Assignment Information Under a Task View

Changing Resource Assignments Contouring Resource Assignments

9. Planning Resource and Task Costs

Planning Resource Costs

Setting Costs for Work Resources

Specifying Variable Work Resource Costs Specifying Fixed Resource Costs

Setting Costs for Material Resources Setting Multiple Costs for a Resource Setting Cost Accrual Entering Costs for Cost Resource Assignments

Planning Fixed Costs for Tasks Reviewing Planned Costs

Reviewing Assignment Costs Reviewing Resource Costs Reviewing Task Costs Reviewing the Total Planned Cost for the Project

Setting Up and Reviewing a Project Budget

Creating Budget Resources Assigning Budget Resources to the Project Summary Task Entering Budget Values for the Budget Resources Aligning Resources with Their Budget Resource Type Comparing Resource Costs with Budget Resource Values

Setting a Different Currency

Setting Up a Different Currency on Your Computer Setting Up a Different Currency in Project 2010

10. Checking and Adjusting the Project Plan

Working with the Critical Path and Critical Tasks

Understanding Slack Time and Critical Tasks Viewing the Critical Path

Controlling Schedule Changes with Task Types

Should a Task Have Effort-Driven Scheduling? When Should a Task Have Fixed Units? When Should a Task Have Fixed Work? When Should a Task Have Fixed Duration? Understanding Schedule Changes Based on Task Type Changing the Task Type

Bringing in the Project Finish Date

Viewing Finish Dates and the Critical Path Checking Your Schedule Assumptions

Checking and Adjusting Date Constraints Checking and Adjusting Dates on Manually Scheduled Tasks Checking and Adjusting Task Dependencies Checking and Adjusting Durations Reviewing Scheduling Factors with the Task Inspector

Adjusting Resource Settings to Bring in the Finish Date

Checking and Adjusting Resource Availability Adding Resources to Decrease Duration

Reducing Project Costs

Viewing Project Costs

Reviewing Total Cost Using Project Statistics Reviewing Costs with the Cost Table Comparing Resource Costs Against Budget Resource Values Generating Cost Reports Sorting Tasks or Resources by Cost Filtering Tasks or Resources by Cost

Checking Your Cost Assumptions Adjusting the Schedule to Reduce Costs Adjusting Assignments to Reduce Costs Adjusting Cost Resources

Balancing Resource Workloads

Viewing Resource Workloads Adjusting Resource Availability Adjusting Assignments

Adding More Resources to Tasks Moving Assignments to Adjust for Overallocations Replacing Overallocated Resources Delaying a Task or Assignment Specifying Overtime Work to Account for Overallocations

Splitting Tasks Preventing Overallocations Using the Team Planner Leveling Assignments

Setting Leveling Priorities Leveling Resources with Standard Defaults Setting Leveling Options Understanding Leveling Options Checking the Results of Leveling

Changing Project Scope Reviewing the Impact of Changes Obtaining Buyoff on the Project Plan

III. Tracking Progress

11. Setting a Baseline and Updating Progress

Saving Original Plan Information Using a Baseline

Setting a Baseline

Setting the Project Baseline Setting the Baseline for Newly Added Tasks

Reviewing Baseline Information Saving Additional Baselines Reviewing Multiple Baselines Saving Additional Scheduled Start and Finish Dates Clearing a Baseline

Updating Task Progress

Choosing the Best Method for Entering Actuals Updating Progress with Task Scheduling Controls

Entering Percentage Complete Entering Actual and Remaining Duration Entering Actual Start and Actual Finish

Using Resource Work to Update Progress

Entering Percentage Work Complete Entering Actual Work Complete and Remaining Work Entering Actual Work by Time Period

Updating Progress Using a Different Status Date Marking Tasks Exactly on Track

Updating Actual Costs

Updating Actual Costs for Work Resources Updating Actual Costs for Material Resources Updating Actuals for Cost Resources Updating Actuals for Fixed Costs on Tasks Manually Updating Project Costs

12. Responding to Changes in Your Project

Monitoring and Adjusting the Schedule

Monitoring Schedule Progress

Reviewing Overall Schedule Progress Reviewing Schedule Variances Reviewing the Critical Path Reviewing Task Progress Showing Progress Lines

Correcting the Schedule Rescheduling the Project

Rescheduling Selected Tasks Rescheduling All Uncompleted Tasks Rescheduling the Entire Project

Monitoring and Adjusting Costs

Monitoring Project Costs

Reviewing Overall Cost Totals Reviewing Cost Variances Reviewing Overbudget Costs Reviewing Cost Performance by Using Earned Value Analysis Reviewing Budget Status

Realigning the Project with the Budget

Monitoring and Adjusting Resource Workload

Monitoring Resource Workload

Reviewing Overall Work Totals Reviewing Work Variances Reviewing Overbudget Work Reviewing Resource Allocation

Balancing the Resource Workload

IV. Reporting and Analyzing Project Information

13. Reporting Project Information

Establishing Your Communications Plan Using Views to Report Project Information

Setting Up and Printing Views Specifying Options for Printed Views Drawing in a Gantt View

Generating Text and Visual Reports

Working with Text-Based Reports Working with Visual Reports in Excel and Visio

Generating the Right Reports

Summarizing with Overview Reports

Using the Project Summary Report Using the Top-Level Tasks Report Using the Critical Tasks Report Using the Critical Tasks Status Report in Visio Using the Milestones Report Using the Working Days Report

Focusing on Tasks with Schedule Progress Reports

Using the Unstarted Tasks Report Using the Tasks Starting Soon Report Using the Tasks In Progress Report Using the Completed Tasks Report Using the Should Have Started Tasks Report Using the Slipping Tasks Report Using the Baseline Report in Visio Using the Baseline Work Report in Excel Using the Task Status Report in Visio Using the Budget Work Report in Excel

Analyzing Budget Status with Cost Reports

Using the Cash Flow Report Using the Cash Flow Report in Excel Using the Cash Flow Report in Visio Using the Baseline Cost Report in Excel Using the Budget Report Using the Budget Cost Report in Excel Using the Resource Cost Summary Report in Excel Using the Overbudget Tasks Report Using the Overbudget Resources Report Using the Earned Value Report Using the Earned Value Over Time Report in Excel

Evaluating Resource Allocation with Assignment Reports

Using the Who Does What Report Using the Who Does What When Report Using the To-Do List Using the Overallocated Resources Report Using the Resource Availability Report in Visio Using the Resource Work Availability Report in Excel Using the Task Usage Report Using the Resource Usage Report Using the Resource Work Summary Report in Excel Using the Resource Remaining Work Report in Excel Using the Resource Status Report in Visio

Revising a Built-In Report

Modifying a Text Report

Copying an Existing Text Report Modifying an Existing Text Report Adjusting the Page Setup of a Report

Modifying a Visual Report

Building a Custom Report

Creating a New Text Report Creating a New Visual Report Template

Saving Project Data Fields

Saving the Reporting Cube Saving the Reporting Database

Sharing Project Reports Electronically

Saving a View as a PDF File Saving a Report as a PDF File Posting Project Information on a Web Page

Saving a Project Plan as an XML File Saving a View as a Graphic Image

14. Analyzing Progress Using Earned Value

Generating Earned Value Data

Setting the Baseline

Entering Actuals

Specifying the Status Date

Reviewing Earned Value Data

Working with Earned Value Tables Understanding the Earned Value Fields Generating the Earned Value Text Report Generating the Earned Value Over Time Visual Report

V. Managing Multiple Projects

15. Managing Master Projects and Resource Pools

Structuring Master Projects with Subprojects

Setting Up a Master Project

Inserting Projects into a Master Project Breaking a Large Project into Subprojects

Working with Subproject Information

Changing Subproject Information to Read-Only Viewing the Critical Path in a Master Project

Unlinking a Subproject from Its Source File Removing a Subproject from the Master Project

Consolidating Project Information Opening Multiple Project Files as a Set

Accessing the Save Workspace Command Creating the Project Workspace File

Sharing Resources by Using a Resource Pool

Setting Up a Resource Pool Linking a Project to Your Resource Pool Checking Availability of Resource Pool Resources Updating Resource Pool Information Disconnecting a Resource Pool from a Project Plan

16. Exchanging Information Between Project Plans

Copying and Moving Information Between Projects

Copying and Moving Task and Resource Information Copying Fields Between Projects

Copying Project Elements by Using the Organizer

Copying an Element from a Project to the Global Template Copying an Element Between Two Projects

Linking Information Between Project Plans

Linking Tasks Between Different Projects Reviewing Cross-Project Links Updating Cross-Project Links Removing Cross-Project Links

VI. Integrating Project 2010 with Other Programs

17. Exchanging Information with Other Applications

Copying Information

Copying from Project 2010 to Another Application Copying from Another Application to Project 2010 Copying a Picture of a View

Capturing a View for Other Applications Copying the Timeline for Other Applications

Embedding Information

Embedding from Project 2010 to Another Application

Embedding an Existing Project 2010 File Creating a New Project 2010 File as an Embedded Object Working with an Embedded Project 2010 File

Embedding from Another Application to Project 2010

Inserting a Graphic or Other Object in the Gantt Chart Embedding an Object in a Note Creating a New Object to Embed in the Project Working with the Embedded Object in the Project

Linking Information

Linking from Project 2010 to Another Application Linking from Another Application to Project 2010

Linking Text or Numbers to a Project Table Linking a Graphic or Other Object into Your Project Plan Updating Links in Your Project

Hyperlinking to Websites or Other Documents

Creating a Hyperlink Following a Hyperlink Removing a Hyperlink

Importing and Exporting Information

Updating Security Settings to Allow Data Import and Export Importing Information into Project 2010 Exporting Information from Project 2010 Saving Your Project Plan as a PDF File Working with Project 2010 and XML Files Importing and Exporting Database Information

18. Integrating Project 2010 with Excel

Copying Between Project 2010 and Excel

Copying Information from Excel

Copying Sheet Information from Excel Copying Graphics from Excel

Copying Information to Excel

Copying Sheet Information to Excel Copying Graphics to Excel

Embedding Between Project 2010 and Excel

Embedding an Excel Object in Project 2010

Embedding Copied Excel Information in a Project 2010 File Embedding an Entire Excel File in a Project 2010 File Creating a New Excel Object in Project 2010 Working with an Embedded Excel Object

Embedding a Project 2010 File in Excel

Embedding an Existing Project 2010 File in Excel Creating a New Project 2010 File in Excel Working with the Embedded Project 2010 File

Linking Between Project 2010 and Excel

Linking from Excel to Project 2010 Linking from Project 2010 to Excel Working with a Linked Object

Editing Linked Information Updating Linked Objects Viewing Links

Importing and Exporting with Excel

Importing from Excel to Project 2010

Building a Project Task List in Excel Building Detailed Project Information in Excel Importing from Excel

Exporting from Project 2010 to Excel

Exporting Selected Data to Excel Exporting Complete Project Data to Excel

Reusing a Previously Saved Export Map

Producing a Visual Report of Project Data in Excel

Generating a Visual Report from a Built-in Template Configuring a Visual Report in Excel Creating and Editing Visual Report Templates in Excel

Editing a Built-In Visual Report Template for Excel Creating a New Visual Report Template for Excel

19. Integrating Project 2010 with Visio

Creating a Visual Report of Project Data in Visio

Generating a Built-in Visual Report for Visio Configuring a Visual Report in Visio Creating and Editing Visual Report Templates in Visio

Presenting Project 2010 Data with Visio

Showing Project Timeline Information in Visio Displaying Project Information in a Visio Gantt Chart

Exporting Data from Visio to Project 2010

Exporting Timelines from Visio to Project 2010 Exporting Visio Gantt Charts to Project 2010

Representing Project Data in a Visio Diagram

Using the Visio Timeline Template

Configuring the Time Period and Time Format Configuring a Timeline Interval Configuring Milestones Expanding a Portion of a Timeline Synchronizing Milestones and Intervals

Using the Gantt Chart Template Using the PERT Chart Template

20. Integrating Project 2010 with Outlook

Exchanging Task Information with Outlook

Adding Outlook Tasks to Your Project Plan Adding Project 2010 Tasks to Outlook Tasks

Building Your Resource List with Outlook Sending Project File Information

Sending an Entire Project File Routing a Project File Publishing the Project File to an Exchange Folder

21. Collaborating as a Team by Using SharePoint

Creating a Project Tasks List on a SharePoint Site Exchanging Project Information with SharePoint

Saving and Synchronizing SharePoint Tasks List Project Creating a New SharePoint Tasks List from a Project Plan

Synchronizing Changes Between Project and SharePoint

Synchronizing Changes and Resolving Sync Conflicts Mapping Fields Between Project and SharePoint

Opening and Viewing Connected Project Information Collaborating with Team Members on Task Updates

Assigning Tasks to Team Members

Assigning Resources in SharePoint Assigning Resources in Project

Updating Task Progress

Updating Task Progress in SharePoint Updating Task Progress in Project

VII. Managing Projects Across Your Enterprise

22. Understanding Enterprise Project Management

Why Use Enterprise Project Management? Who’s Who in Enterprise Project Management Understanding the Components of Enterprise Project Management

Understanding Project Server Architecture Understanding the Role of Project Professional Understanding the Role of Project Web App Putting the Components Together

Understanding Project Portfolio Management Understanding the Enterprise Project Management Project Life Cycle

Collaborating as a Project Team Standardizing Enterprise Projects Managing Enterprise Resources

23. Administering Your Enterprise Project Management Solution

Signing In and Out Configuring Project Server Security

Understanding Groups, Categories, and Permissions Creating a User Account Deactivating a User Viewing or Changing Permissions for User Groups Creating a Security Template Creating a Group Customizing Categories

Administering the Enterprise Resource Pool

Creating the Enterprise Resource Pool

Adding Multiple Enterprise Resources Adding Resources by Synchronizing with Active Directory Adding an Individual Enterprise Resource Adding a Team Resource Importing Existing Local Resources to the Project Server

Updating Resource Information

Finding and Selecting Resources Modifying Enterprise Resource Information

Removing a Resource from the Enterprise Resource Pool

Establishing the Enterprise Portfolio Setting Up Project Workflows

Managing Workflow Phases Managing Workflow Stages Configuring Enterprise Project Types

Standardizing Enterprise Project Elements

Working with the Enterprise Global Template

Changing the Enterprise Global Copying a Custom Element from a Project to the Enterprise Global

Customizing Enterprise Project Fields

Establishing Custom Fields Associating Resource Codes with Resources

Creating Calendars to Reflect Nonworking Times

Setting Up Team Member Work Pages

What’s the Difference Between Tasks and Timesheets?

Understanding the Tasks Page Understanding the Timesheet Page Working with Task Progress and Timesheets Working with Timesheet Single-Entry Mode

Defining the Task Progress Page

Setting the Update Method and Restrictions Closing Tasks Against Further Reporting Setting the Fields

Defining the Timesheet Page

Identifying the Reporting Periods Setting Timesheet Defaults and Update Restrictions Setting Categories for Administrative Time Setting the Billing Categories

Managing Pages, Views, and Reports

Creating and Managing Pages with Web Parts

Modifying a Built-In Page Creating a Page Deleting a Custom Page

Creating and Managing Views

Modifying a Built-In View Creating a New View from a Copied View Creating a View from Scratch Deleting a View

Customizing the Quick Launch Sending Automated Alerts and Reminders to Users

24. Managing Enterprise Projects and Resources

Connecting to Your Project Server

Setting Up Project Professional with Project Server Logging On via Project Professional Signing In via Project Web App Finding Your Way Around

Using the Quick Launch Working with Pages and Controls Working with Tables

Working with Enterprise Projects

Creating a New Enterprise Project

Creating an Enterprise Project by Using Project Professional Creating an Enterprise Project by Using Project Web App Saving Changes for Your Enterprise Project

Publishing Project Information to the Project Server

Publishing a Project In Project Professional Publishing a Project In Project Web App

Managing Your Files on the Project Server

Checking Out an Enterprise Project Checking In Projects from Project Professional Checking In Projects in Project Web App Working Offline with Enterprise Projects

Refining Your Enterprise Projects

Reviewing the Enterprise Global Template Working with Custom Enterprise Fields Setting Up a Program of Projects Depending on Deliverables in Other Projects

Setting Up a Dependency on a Deliverable Checking the Status of a Deliverable Creating a Deliverable

Following a Project Workflow

Initiating a Project Proposal Working Through the Define Phase and Beyond

Building Your Enterprise Project Team

Finding Resources to Meet Your Needs

Building Your Project Team in Project Professional Building Your Project Team in Project Web App Identifying Resource Attributes by Using Custom Enterprise Fields Using Generic Resources as Placeholders Adding a Team Assignment Pool to Your Project Resource List Finding Enterprise Resources That Meet Specific Criteria Review Resource Assignments and Availability Replacing an Existing Project Resource with an Enterprise Resource Matching an Existing Project Resource Matching and Replacing Generic Resources Proposing Tentative Resources

Assigning Tasks to Enterprise Resources

Identifying Assignment Owners Assigning Status Managers

Collaborating with Your Project Team

Publishing Project Information for Resources Exchanging Task Progress Information

Setting Up Task Updates Reviewing Task Updates from Resources Incorporating Task Updates into the Project

Requesting and Receiving Text-Based Status Reports

Requesting Text-Based Status Reports Reviewing Text-Based Status Reports

Tracking Billable and Nonbillable Time by Using Timesheets

Reviewing and Approving Timesheets Reviewing and Approving Administrative Time

Configuring Task Update Options

Setting Up E-Mail Notifications and Reminders Setting Rules for Accepting Updates

Managing Documents, Risks, and Issues

Controlling Project Documents Mitigating Project Risks Monitoring Project Issues

25. Participating on a Team Using Project Web App

Getting Started with Project Web App

Signing In and Out of Project Web App Finding Your Way Around

Using the Quick Launch Working with Pages and Controls Working with Tables

Working with Your Assignments

Reviewing New and Changed Assignments

Reviewing New Assignments Rejecting an Assignment Reviewing Changed Assignments

Reassigning a Task to Another Resource Assigning Yourself to New Tasks

Assigning Yourself to an Existing Task Assigning Yourself to a Team Task Proposing a New Project Task

Working with Your Task Information

Viewing and Arranging Your Tasks Viewing or Updating Task Fields

Glimpsing the Big Project Picture Tracking Assignments and Updating Progress

Tracking Progress Information Working with Progress Update Requests Submitting Progress Information

Updating Progress in the Tasks Page Updating Progress on the Task Details Page Saving and Submitting Progress Information

Submitting Text-Based Status Reports Logging Time by Using Timesheets

Reviewing and Submitting a Timesheet Requesting Nonproject or Nonworking Time

Working with Issues and Risks Setting Up E-Mail Reminders and Outlook Tasks

Setting Your Alerts and Reminders Working with Project Tasks in Outlook

Managing Resources in Project Web App

26. Making Executive Decisions Using Project Web App

Getting Started with Project Web App

Signing In and Out Navigating Project Web App

Understanding Project Portfolio Management Reviewing and Prioritizing Business Drivers

Viewing Your Business Drivers Sharing Your Business Drivers Prioritizing Business Drivers Analyzing Your Portfolio to Select the Best Projects

Working with the Portfolio of Projects

Reviewing Project Information

Understanding Project Workflow Phases and Stages Viewing Project Summary Information Viewing Project Details

Reviewing Project Workspaces Creating a New Project

Working with Resource Information

Viewing the Enterprise Resource Pool Viewing Resources for Specific Projects Reviewing Resource Assignments Reviewing Resource Availability Reviewing Resource Plans

Analyzing and Reporting on Project Information

Understanding the Portfolio Analysis Tools Generating Reports Using Dashboards

27. Managing and Analyzing Project Portfolios

Understanding Project Portfolio Management Designing Your Demand Management System

Understanding Workflow Basics Using the Default Workflow Customizing an Existing Workflow

Changing a Workflow Phase Adding a New Workflow Stage Changing an Existing Workflow Stage Removing a Workflow Stage

Associating a Workflow with an Enterprise Project Type Creating a New Workflow

Optimizing Your Project Portfolio

Reflecting Strategy by Defining Business Drivers

Viewing Existing Business Drivers Changing the Business Drivers Prioritizing Business Drivers

Selecting the Best Projects for the Portfolio

Viewing Project Information

Seeing Project Summary Information Viewing Project Details

Communicating Portfolio Information

Creating Reports Creating Dashboards

VIII. Customizing and Managing Project Files

28. Customizing Your View of Project Information

Customizing Views

Changing the Content of a View Creating a New View Saving a View Changing Text Formatting in Views

Changing Text Formatting for a View Changing the Format of Individual Text

Formatting a Gantt Chart View

Formatting the Appearance of Gantt Bars Creating a Gantt Bar Formatting the Appearance of Gantt Bar Text Formatting the Layout of Gantt Bars Formatting the Appearance of Gridlines

Modifying the Timescale Modifying a Network Diagram

Formatting the Content and Appearance of Boxes Changing the Layout of Boxes

Modifying the Timeline

Changing the Appearance of a Task on the Timeline Changing the Content of the Timeline

Modifying the Team Planner

Changing the Appearance of Team Planner Elements Changing the Information in the Team Planner

Modifying the Resource Graph

Modifying the Appearance of Resource Graph Bars Changing the Fields that Appear in the Resource Graph

Modifying the Calendar Modifying a Sheet View Modifying a Usage View

Customizing Tables

Modifying the Columns in a Table Modifying Other Table Options Creating a New Table

Customizing Fields

Customizing a Field Specifying Lookup Values for a Custom Field Creating a Calculated Field Calculating Group and Summary Values Calculating Values for Assignment Rows Working with Graphical Indicators

Working with Outline Codes

Setting Up Outline Codes

Selecting the Outline Code Defining a Code Mask Controlling Outline Code Values Defining a Lookup Table

Assigning Outline Codes Reviewing Your Tasks or Resources by Outline Code

Customizing Groups

Modifying a Group Creating a New Group

Customizing Filters

Modifying a Filter Creating Filters

Creating Comparison Filters Creating Filters with Multiple Tests Creating Interactive Filters

Customizing AutoFilter Criteria

Sharing Customized Elements Among Projects

Working with the Organizer Copying Customized Elements Removing Customized Elements Renaming Customized Elements Restoring Customized Elements to their Default State

29. Customizing the Project 2010 Interface

Customizing the Quick Access Toolbar

Adding a Command to the Quick Access Toolbar Rearranging Commands on the Quick Access Toolbar Removing a Command from the Quick Access Toolbar Resetting the Quick Access Toolbar Moving the Quick Access Toolbar

Customizing the Project 2010 Ribbon

Adding a Custom Group or Tab to the Ribbon

Creating a Custom Group Adding Commands to a Custom Group Creating a Custom Tab

Changing Tabs, Groups, and Commands

Rearranging Tabs and Groups Renaming Tabs and Groups Changing the Name or Button Icon for a Command

Removing Tabs, Groups, and Commands Resetting Ribbon Defaults

Resetting the Selected Tab Resetting the Ribbon to All Default Settings

Sharing a Custom Ribbon and Quick Access Toolbar

Exporting a Custom Ribbon for Another User Importing a Custom Ribbon from Another User

30. Automating Your Work with Macros

Understanding Macros

What Is a Macro? Why Use Macros?

Creating Macros

Understanding the Record Macro Dialog Box Knowing When to Say “When” Recording a Macro Looking at Macro Code

Running Macros

Creating Keyboard Shortcuts Adding Macro Commands to the Ribbon

Creating a Custom Group to Hold Your Macros Adding Macros to a Custom Group Changing the Macro Icon or Display Name

31. Standardizing Projects by Using Templates

Understanding the Template Types Working with the Project Global Template

Customized Elements Controlled by the Organizer Customized Project Options The Customized Ribbon and Quick Access Toolbar

Working with Project Templates

Starting a New Project from a Template

Creating a New Project with a Template Saving Your New Project Adapting the Template to Your Project

Creating Your Own Project Template Updating an Existing Template

Closing a Project

Analyzing Project Performance Recording Lessons Learned Saving Acquired Project Knowledge

32. Managing Project Files

Saving Project Files

Saving a New Project Saving Project Files Automatically Specifying the Default Save Location

Opening Project Files

Opening a Saved Project

Opening a Project Opening a Recent Project

Searching for Files

Saving and Opening with Different File Formats

Working with Microsoft Project File Formats Exporting and Importing with Excel Exchanging Project Information with Databases

Saving a Project File to XML Format Saving and Opening with an ODBC Database Saving and Opening with a Microsoft Access Database

Working with Common Cross-Application File Formats

Comparing Project Plans Side by Side Safeguarding Your Project Files

Backing Up Your Project Files Protecting Your Project Files with a Password Opening Files Safely

IX. Appendixes

A. Installing Microsoft Project 2010

Setting Up Project Standard or Project Professional 2010

Understanding System Requirements Setting Up Project 2010 Activating Project 2010 Changing Your Project 2010 Setup

Adding or Removing Features Repairing Project 2010 Removing Project 2010 from Your Computer

Issues for Project Server 2010 Setup

Understanding the Components of EPM Analyzing Your Project Server Requirements Understanding Project Server System Requirements Finding Resources for Project Server Setup

B. Online Resources for Microsoft Project 2010

Microsoft-Sponsored Resources

Project Desktop Basics Project Server Basics Discussion Forums and Social Media Developer Information Project Certification

Independent Resources

Organizations Experts and Resources Blogs and Discussions

C. Keyboard Shortcuts

Keyboard Shortcut Reference Tables Finding More Keyboard Shortcuts Using Ribbon KeyTips to Access Commands

D. Index to Troubleshooting Topics E. About the Authors Index About the Authors

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