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Using Microsoft Project 2010, Web Edition

This is the Safari online edition of the printed book.

Using Microsoft Project 2010 is a customized, media-rich learning experience designed to help new users master Microsoft Project 2010 system quickly, and get the most out of it, fast! It starts with a concise, friendly, straight-to-the-point guide to Microsoft Project 2010 by Brian Kennemer, one of the world's most experienced Project training and consulting organizations. This exceptional book is fully integrated with an unprecedented collection of online learning resources: online video, screencasts, podcasts, and additional web content, all designed to reinforce key concepts and help you achieve real mastery. The book and online content work together to teach everything mainstream Microsoft Project 2010 users need to know. Their practical, approachable coverage guides you through mastering Project's brand-new Ribbon interface; then developing plans, assigning resources, tracking progress, managing budgets, analyzing workloads, collaborating with colleagues and partners, and much more.

 

  • Practical, approachable coverage that completely flattens the Microsoft Project 2010 learning curve
  • Tightly integrated with online video, screencast tutorials, podcasts, and more: the total learning experience for new Microsoft Project 2010 users
  • Table of Contents

    Table of Contents

    Introduction     1

    How This Book Is Organized     2

    Using This Book     2

    Special Features     3

    About the UsingWeb Edition     3

    1  Introduction to Managing Projects with Microsoft Project 2010     4

    What Microsoft Project 2010 Can Do for You     4

    What Version of Project 2010 Do You Need?     6

    Laying a Foundation     6

      Project     7

      Task     7

      Resource     7

      Assignment     7

    What’s New in Project 2010?     7

      Updated User Interface     7

      Manually Scheduled Tasks     9

      Team Planner View     9

      Timeline     10

      New Table Customization     11

      SharePoint Collaboration     12

    2  Navigating Project 2010     14

    Using the Ribbon     14

    Using the Timeline     15

      Share the Timeline with Others     16

    Understanding Project Views     16

      What Views Are Available in Project 2010?     16

    Working with Project Views     36

      Grouping Data in a View     36

      Sorting Data in a View     38

      Filtering Data in a View     40

      Highlighting Data in a View     41

      Displaying Two Views at Once     43

    3  Starting a Project     45

    Setting Up a Project     45

      Creating a New Project     45

      Saving a Project     47

    Setting Project Properties and Options     49

      Setting Project Properties     49

      Setting Project Options     50

    Choosing a Project Start or Finish Date     51

    Setting Up Your Project’s Calendars     52

      Modifying an Existing Base Calendar     53

      Changing a Working Day to a Nonworking Day     54

      Changing a Nonworking Day to a Working Day     55

      Changing Default Working Times     56

      Changing Working Times for a Specific Time Period     57

      Creating a New Base Calendar     57

      Setting Up Your Project’s Calendar     59

    How Does Project 2010 Schedule Tasks?     60

      Scheduling Methods in Project 2010     60

      What Factors Does the Project Scheduling Engine Consider?     61

      Which Scheduling Method Should I Use?     62

    4  Working with Tasks     65

    Understanding Task Types     65

      Fixed Units     66

      Fixed Work     66

      Fixed Duration     67

    Adding Tasks to Your Project     67

      Adding a New Task     67

      Setting a Task Calendar     70

      Indenting and Outdenting Tasks     71

    Setting Up Task Dependencies     72

      Adding Dependencies Between Tasks     74

    Creating a Work Breakdown Structure (WBS)     76

      Setting Your Project’s WBS Code Structure     78

    5  Working with Resources     82

    Understanding Resource Types and Other Factors     82

    Adding Resources to Your Project     84

    Adjusting Resource Calendars     86

    Assigning Resources to Tasks     87

      Assigning a Resource Using the Task Information Dialog Box     87

      Assigning a Work Resource Using the Team Planner View     89

    Editing an Existing Resource Assignment     89

      Splitting a Task to Create a Gap in Work     90

      Fine-Tuning a Resource’s Work Schedule for a Task     91

      Assigning Remaining Work on a Task to Another Resource     92

    6  Accounting for Project Costs     94

    Understanding Types of Costs     94

    Creating a Budget for Your Project     95

      Creating and Assigning Budget Resources     95

      Adding Values to Budget Resources     98

      Pairing Resources with Budgets     98

    Comparing Actual Cost and Work Values with the Project Budget     100

    Accounting for Overtime Spent on Project Tasks     102

      Planning for Overtime Work and Costs     102

      Recording Actual Overtime Work and Costs     103

    7  Capturing Project Progress     106

    Baselining Your Project     106

    Gathering Status Updates from Resources     108

      Actual Start, Percent Work Complete, Remaining Work     109

      Actual Work Per Day, Remaining Work, Expected Finish Date     116

    Assessing the Impacts of Updates     119

    8  Sharing Your Project with Others     121

    Reporting on Your Project     121

      Generating and Customizing a Visual Report     123

      Generating and Customizing a Basic Report     126

    Sharing Data with Others     131

      Copying the Timeline     132

      Exporting Data to Excel     132

      Taking a Picture of Your Project Data     133

      Saving the Project As a PDF or XPS File     134

    Collaborating with Others on Your Project     135

    9  Customizing Project 2010     137

    Creating Custom Fields     137

    Adding and Removing Columns in a View     140

      Adding a Column to a View     141

      Hiding a Column in a View     142

    Saving a Set of Columns as a Table     143

    Creating and Editing Views     145

    10  Understanding Project Options     149

    General Project Options     150

      User Interface Options     150

      Project View     151

      Personalize Your Copy of Microsoft Office     153

    Display Options     153

      Calendar     154

      Currency Options for This Project     154

      Show Indicators and Options Buttons For     156

      Show These Elements     156

    Schedule Options     156

      Calendar Options for This Project     157

      Schedule     159

      Scheduling Options for This Project     160

      Schedule Alerts Options     162

      Calculation     163

      Calculation Options for This Project     163

    Proofing Options     165

      AutoCorrect Options     165

      When Correcting Spelling in Microsoft Office Programs     166 

    When Correcting Spelling in Project     166

    Save Options     167

      Save Projects     167

      Save Templates     168

      Cache     168

    Language Options     169

    Advanced Options     169

      General     170

      Project Web App     172

      Planning Wizard      172

      General Options for This Project     172

      Edit     174

      Display     174

      Display Options for This Project      177

      Cross Project Linking Options for This Project     179

      Earned Value Options for This Project     180

      Calculation Options for This Project     180

    Customize Ribbon Options    182

      Customize the Ribbon     182

    Quick Access Toolbar Options     184

      Customize the Quick Access Toolbar     186

    Add-Ins Options     186

    Trust Center Options     187

    11  Dealing with Problems     189

    Problem: One of My Resources Is Overallocated     189

    Problem: My Schedule Goes Longer Than My Deadline     193

    Problem: My Costs Are Exceeding My Budget     195

      Assigning Work to Fewer People     197

      Cutting Back on What Needs to Get Done     197

      Trimming Budget Amounts     197

    Index     198

     

     
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