Opis: Project 2013 In Depth - Scott Daley

Do more in less time! This book's packed with intensely useful Project 2013 knowledge, tips, and shortcuts you just won't find anywhere else. It's the fastest, best way to master every phase of project management with Project 2013: initiation, planning, scheduling, resource assignments, tracking, revision, completion, and more. You'll get comfortable with Project 2013's most valuable new features...master powerful new cloud-based tools for running your projects...even learn to manage complex project portfolios for your entire organization! * Discover what's new in Project 2013 and get started with new projects fast * Apply project management best practices through Project 2013 * Initiate, plan, and organize projects to maximize your odds of success * Create realistic schedules for your project and all your team members * Define task logic to intelligently link sequences of activities * Identify and eliminate bottlenecks before they interfere with your project * Use Project's automated scheduling engine to optimize efficiency * Review and tweak your schedule using views, tables, filters, and groups * Track your project's progress and analyze your performance to date * Adjust resources, tasks, and schedules to reflect project changes * Officially close your project, and evaluate it via Lessons Learned analyses or Earned Value tracking * Tailor Project 2013 to your individual and organizational needs * Leverage Project 2013's powerful cloud-based collaboration features * Customize reports, including Project 2013's advanced Visual Reports * Work with multiple projects at once and resolve complex resource allocation problems * Integrate Project 2013 with other Microsoft Office and third-party applications 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 2013 book you need!I Getting Started with Microsoft Project 2013 1 Power of Microsoft Project 2013 1 Essentials of Project Management 1 Projects Are Temporary 3 Project Objectives Are Specific and Measurable 3 Projects Are Constrained by Time, Cost, Scope, and Quality 3 What Project Can Do for You 5 Enterprise Versus Standard Thinking 7 Desktop Tools: Project Standard and Project Professional 7 What's New in Project 2013 8 Reports 8 Consultants' Tips 11 Go Ahead and Ignore Project Management If It Suits Your Role 11 Communicate 11 Define Project Roles 11 Define Project Deliverables Prior to Building the Schedule 12 Define the Project Goal 12 Create the Work Breakdown Structure 12 Communicate the Schedule to Your Project Team 12 Acquire Commitment from the Project Team 13 Track Your Project Performance During Execution 13 Close Your Project and Retain History 13 2 Microsoft Project Quick Start 15 Five Process Groups for Projects 16 Initiating Process Group 16 Planning Process Group 17 Executing Process Group 17 Monitoring and Controlling Process Group 17 Closing Process Group 18 Navigating Project 18 Introducing the Gantt Chart View 21 Scrolling, Selecting, and Entering Data Fields 23 Exploring the Look and Feel of Project 23 Exploring the Project Window 24 Project's Help Feature 25 Using Team Planner to Start Managing Resources Quickly 26 Define Project Scope 27 Build and Decompose the WBS 28 Create a Project Schedule Using Microsoft Project 30 Use Project Schedule Templates or Create a New Project 31 Set Project Attributes 32 Build Your Project Schedule Using the WBS 35 Enter or Adjust Summary Tasks and Subtasks 36 Create Milestones 37 Set Deadlines 38 Create Task Dependency Relationships 39 Create Your Team and Assign Resources 41 How Duration, Work, and Resource Units Affect Your Project Schedule 44 Enter Estimates 45 Review the Schedule for Overallocation or Other Potential Issues 46 Inactivating Tasks 47 Baseline Your Schedule 48 Track Your Project 49 Obtain Project Status 49 Enter Your Tracking Data 50 Analyze Your Status 53 Close Your Project 54 Consultants' Tips 55 Formulas That Affect Your Schedule 55 Create a WBS 55 80/20 Rule 56 Project Is a Tracking Tool 56 Always Baseline! 56 Split Window and Views 56 3 Microsoft Project and the Project Management Domain 57 History of Project Management 57 Exploring Project Management Industry Standards 58 Project Management Body of Knowledge (PMBOK) 58 PRINCE2 61 WBS, Phases and Control Points, Methodologies, and Life Cycles 63 Work Breakdown Structure (WBS) 63 Managerial Control 64 Using Microsoft Project with Methodologies and Life Cycles 65 Waterfall Development Process 66 Iterative Development 66 Research Project 69 Accommodating Teaming Styles 69 Consultants' Tips 70 Determine the Approach to Use in Managing Your Project 70 Use WBS as a First Step in Project Definition 70 Use the 5x9 Checklist for Planning 70 II Organizing for Success-Project Initiation and Planning 4 Getting Started After the Business Initiative Is Approved 71 Organizing Projects for Success 71 Define Measure of Success 72 Clarify Constraints and Boundaries 73 Define the Final Deliverables 74 Establish Change Control Process 75 Work Breakdown Structure 76 Work Breakdown Structure Concepts 76 WBS and Scheduling 78 Use of Templates 80 WBS Numbering 80 Creating Custom WBS Codes 82 Inserting, Deleting, and Moving Tasks with Custom WBS Codes 84 Editing Custom WBS Codes 84 Renumbering the Custom WBS Codes 86 Scope Control and Change Control 87 Consultants' Tips 87 Understanding a Work Breakdown Structure 87 Define the Full Scope of Your Project 87 Build WBS First 88 Define Project Work Packages 88 5 Setting Up Project for Your Use 89 Setting the Task Mode 89 Setting the Task Mode 89 Understanding the Task Mode 91 Defining Project Information 91 Understanding the Project Information Dialog Box 92 Defining Project Properties 97 Defining Calendars 101 Calendar Hierarchy 102 Modifying and Defining Base Calendars 102 Setting Project and Resources Calendar 108 Defining Custom Fields 112 Custom Fields Concept 112 Defining Custom Fields 114 Defining Environment Options 115 Defining Project Standards 116 Consultants' Tips 130 6 Creating Your Project Schedule 131 Entering Project Tasks 131 Entering Tasks Using the Gantt Chart View 132 Creating Task Names 139 Entering Task Durations 141 Editing Tasks Using the Task Information Dialog Box 146 Manipulating the Task List 148 Displaying Long Task Names 148 Adjusting the Height of Task Rows 149 Undoing Changes in the Task List 150 Inserting, Deleting, and Clearing 151 Copying, Cutting, and Moving Tasks 152 Using the Fill Command 153 Defining Summary Tasks and Subtasks 154 Understanding Duration of Summary Tasks 155 Indenting and Outdenting Tasks 155 Collapsing and Expanding the Outline 157 Editing Outlined Projects 158 Selecting the Display Options for Outlining 158 Using Rollup Taskbars 159 Defining Milestones 160 Attaching Notes to Tasks 162 Typing and Formatting Notes 163 Inserting Hyperlinks in Notes 164 Inserting Objects in Notes 165 Attaching Notes to the Overall Project 167 Attaching Hyperlinks to Tasks 168 Attaching Hyperlinks to Existing Files or Web Pages 168 Attaching Hyperlinks to New Files 170 Attaching Hyperlinks to Tasks or Resources in the Same Project 170 Using Hyperlinks to Create Email Messages 171 Editing and Deleting Hyperlinks 171 Placing Hyperlinks in the Custom Text Fields 171 Defining Recurring Tasks 172 Creating Recurring Tasks 172 Editing Recurring Tasks 175 Creating WBS Codes 176 Using Other Views to Create Tasks 176 Using the Task Entry View 177 Using the Task Sheet View 178 Using the Timeline View 179 Consultants' Tips 182 7 Defining Task Logic 183 Manipulating Your Schedule 185 Using the Multiple Undo and Redo Feature 185 Using Change Highlighting to View Changes 185 Linking Tasks 186 Understanding Task Relationships 187 Defining Dependency Links 187 Defining the Types of Dependency Link Relationships 189 Using the Finish-to-Start Relationship 190 Using the Start-to-Start Relationship 190 Using the Finish-to-Finish Relationship 191 Using the Start-to-Finish Relationship 192 Choosing the Dependent Tasks 193 Allowing for Delays and Overlaps 194 Entering Leads and Lags 195 Linking Summary Tasks 196 Creating Links by Using the Menu or Toolbar 197 Creating Links by Using the Task Information Dialog Box 198 Creating Links by Using the Task Form View 199 Creating Links by Using the Entry Table 201 Creating Links by Using the Mouse 203 Working with Automatic Linking Options 205 Modifying, Reviewing, and Removing Dependency Links 206 Auditing Task Links 207 Using the Task Inspector 209 Using Task Path 210 Defining Constraints 211 Understanding Types of Constraints 212 Entering Task Constraints 216 Creating Constraints in the Task Information Dialog Box 216 Creating Constraints in a Task Table 218 Creating Constraints in the Task Details Form 219 Responding to Warnings from the Planning Wizard 220 Deciding to Honor Links or Honor Constraints 221 Finding and Reviewing Tasks That Have Constraints 224 Removing Task Constraints 225 Resolving Conflicts Caused by Constraints 225 Creating a Modified Constraint Dates Table 226 Performing Advanced Actions on Tasks 227 Entering Deadline Dates 227 Filtering for Missed Deadline Dates 229 Splitting Tasks 229 Consultants' Tips 232 The Deadline Feature 232 Scheduling Logic 232 Deadlines Versus Sponsor Schizophrenia 232 Connecting Tasks with the Mouse 233 Showing Detail in the Gantt Chart 233 8 Defining Project Resources 235 Understanding How Project Uses Resources and Costs 235 Cost Resources 237 Defining Resources and Resource Information 237 Understanding Resource Types 238 Understanding Budget Resources 238 Distinguishing Single and Group Resources 238 Using Generic Resources for Common Skills 239 Using the Resource Sheet View 239 Defining Resource Information Using the Resource Information Dialog Box 241 Using the Resource Fields to Define Resource Details 242 Using the Resource ID Field 242 Interpreting the Indicator Field 243 Specifying Resource Names Using the Name Field 243 Using Resource Type to Categorize Resources 243 Using the Material Label to Specify Units of Resource Measure 244 Using the Initials Column to Shorten Resource Names 244 Using the Group Field to Categorize Resources 245 Using the Max Units and Resource Availability Table to Specify Resource Availability 246 Selecting Resource Calendar to Specify Resource Base Availability 249 Specifying the Resource Working Time 249 Defining Resource Costs 252 Applying the Standard Rate to a Resource 252 Applying the Overtime Rate to a Resource 253 Applying the Cost Per Use to a Resource 254 Understanding the Cost Rate Tables 254 Selecting the Cost Accrual Type 256 Using the Task Form View to Add Additional Resources 256 Understanding Resource Constraints 257 Working with Resources 258 Setting the Automatically Add New Resources and Tasks Option 258 Sorting Resources 259 Grouping Resources 263 Filtering Resources 264 Consultants' Tips 267 9 Understanding Work Formula Basics 269 Understanding Task Levels 269 Work, Duration, and Units 270 Tasks with Multiple Assignments 271 Understanding Resource and Task Assignments 272 Reviewing the Essential Components of Work Resource Assignments 272 Understanding the Resource Assignment Fields 273 Assigning a Resource to a Task 274 Understanding the Assignment Units Field 274 Assigning the Work 277 Assigning the Duration 278 Understanding the Work Formula 278 Applying the Work Formula in New Assignments 279 Applying the Work Formula in Changes to Existing Assignments 288 Selecting Task Settings 289 Setting the Task Type 291 Schedule Modifiers That Affect the Complexity of the Scheduling Engine 292 Task Mode 293 Project Scheduling the Resource Assignment to Start When the Task Starts 293 Splitting Task Assignments 293 Scheduled Delay Effects 293 Leveling Delay Effects 294 Work Contour Effects 294 Resource Availability Effects 295 Calendar Effects 296 Effort-Driven Task Effects 296 Effects of Using Driver Resources 297 Consultants' Tips 297 80/20: Using Task Modes 297 Work Formula Factors 298 80/20: Using Task Types 298 80/20: Using Effort-Driven Task Types 298 The Difference Between Calendar Duration and Actual Assignment Duration 299 10 Scheduling Single and Multiple Resource Assignments 301 Mechanisms: Methods for Adding Resources 302 Adding Resources Using the Assign Resources Dialog Box 302 Adding Resources by Using Drag-and-Drop 303 Assigning Resources with the Team Planner View 304 Assigning Resources with the Task Entry View 305 Assigning Resources Using the Task Information Dialog Box 306 Assigning Resources with the Task Table 308 Creation: Assigning a Single Resource 309 Assigning a Resource Using the Assign Resources Dialog Box 310 Creation: Assigning Multiple Resources 312 Calculating Task Duration with Multiple Resources 312 Understanding Effort-Driven Tasks 313 Understanding the Driver Resource Concept 317 Maintenance: Modifying Existing Resource Assignments 320 Modifying Resource Assignments 321 Entering the Assignment Values 322 Assigning Resources with the Task Usage View 325 Modifying Work Schedules with the Task Usage View 326 Using the Assignment Information Dialog Box 329 Scheduling a Late Start for an Assignment 330 Splitting a Task Assignment 333 Removing Resource Assignments from One or More Tasks 333 Replacing a Resource on an Assignment 335 How-To's: Modifying Resource Assignments 336 Graphing Resource Availability 336 Scheduling Resources for a Specific Amount of Work 339 Contouring Resource Usage 339 Selecting a Predefined Contour Using the Assignment Information Dialog Box 344 Using Overtime to Shorten Duration 345 Selecting a Cost Rate Table for an Assignment 348 Assigning Fixed Costs and Fixed Contract Fees 349 Scheduling with Task Calendars 351 Adding Delay to an Assignment 353 Consultants' Tips 355 Make Judicious Use of the Team Planner and Manually Scheduled Tasks 355 80/20: Use the Task Entry View for Resource Entry and Modifying Assignments 356 Depth: Calculation of the Default Units Value Used When Assigning a Resource 356 Config: Turn Off Automatic Resource Creation 356 Forward-Scheduling Versus Backward-Scheduling 356 11 Using Standard Views, Tables, Filters, and Groups to Review Your Schedule 357 What Can I View Using Microsoft Project? 357 Viewing Strategies 359 Strategies on Using Views 359 Strategies for Using Tables 362 Understanding Standard Views 366 Calendar View 367 Gantt Chart Views 369 Team Planner View 373 Network Diagram View 375 Descriptive Network Diagram Views 376 Task Usage View 377 Tracking Gantt View 378 Resource Graph View 378 Resource Sheet View 380 Resource Usage View 380 Bar Rollup View 381 Milestone and Milestone Date Rollup Views 382 Relationship Diagram View 383 Resource Allocation View 384 Resource and Resource Name Form Views 384 Task, Task Detail, and Task Name Form Views 386 Task Entry View 387 Task Sheet View 388 Understanding Standard Tables 389 Task Tables 389 Resource Tables 391 Understanding Filtering and Grouping 393 Exploring Filters in Microsoft Project 393 Exploring Standard Groups 398 Combining Views, Tables, Filters, and Groups to Review Project Schedule Details 401 Does My Schedule Contain the Needed Milestones? 401 Do I Know My Critical Path? 403 Are My Tasks Linked? 405 Does My Schedule Contain Constraints? 406 Are All Needed Task Details Included? 407 Making Sure There Is Flexibility in the Schedule 407 Are My Resources Overallocated? 407 Is My Schedule Baselined? 408 How Do I Communicate the Tasks? 408 How Do I Present My Project Schedule to the Project Sponsors? 409 Consultants' Tips 410 Stop Expecting Your Resources and Sponsors to Look at the Same Views You Do 410 Use the Team Planner When Resource Planning Is Your Main Goal 410 Keep It Simple 410 Easy Way to Not Accidentally Type in Actuals When Using Resource or Task Usage Views 410 12 Performing a Schedule Reality Check 411 Auditing the Schedule for Reasonableness 411 Looking for Logic Errors 412 Schedule Estimation Methods 413 Looking for Technique Errors 414 Reviewing the Big Picture: Critical Path Analysis 417 What Is My Current Critical Path? 418 How Can I Reduce the Duration of My Critical Path? 419 Strategies for Crashing the Schedule 420 Strategies for Fast Tracking the Schedule 420 Reviewing the Project-Level Statistics 421 Methods of Examining Your Schedule 422 Strategies for Analyzing Costs 423 Reviewing the Cost Table 423 Reducing the Cost of Work 424 Finalizing the Schedule 424 Baselining the Schedule 425 Saving Your Project Baseline 425 Consultants' Tips 428 Are You a Pessimistic or an Optimistic Estimator? 428 Schedule Problems Checklist 428 Avoiding the "While You Are Here" Syndrome 430 Deleting Baselined Tasks 430 III Project Execution Through Completion 13 Tracking Your Project Progress 431 Overview of Tracking 431 Working with Project Baselines 432 Viewing Baselines 433 Using Usage Views to Show Time-Phased Details 434 Tracking Your Project's Performance and Costs 436 Understanding Fields Used in Updating the Project Schedule 436 Entering Tracking Information at the Task Level 438 Editing the Task Actual Start Date 440 Editing the Task Actual Finish Date 440 Editing Task % Complete (Percentage Complete) 441 Editing Task Actual Duration 442 Editing Task Remaining Duration 442 Editing Task Actual Work 443 Editing Task % Work Complete 443 Editing Task Remaining Work 443 Editing Task Time-Phased Actual Work 444 Entering Tracking Information at the Assignment Level 444 Editing Assignment Actual Start 445 Editing Assignment Actual Finish 445 Editing Assignment Actual Work 446 Editing Assignment % Work Complete 446 Editing Assignment Remaining Work 446 Editing Assignment Time-Phased Work 447 Understanding the Calculation Options That Affect Tracking 447 Using the Updating Task Status Updates Resource Status Option 449 Using the Actual Costs Are Always Calculated by Project Option 450 Using the Edits to Total Task Percentage Complete Will Be Spread to the Status Date Option 452 Options to Reschedule Parts of Partially Completed Tasks 453 Using Microsoft Project's Facilities for Updating Tasks 455 General Shortcuts 455 Update Tasks Form 455 Update Project Form 456 Consultants' Tips 458 Always Keep the Original Baseline 458 Regular Statusing of Team Assignments 458 14 Analyzing Performance 459 Reviewing the Current Status of a Project 460 Reviewing the Status Via the Current Schedule 460 Reviewing the Status Via the Project Plan 465 Analyzing Performance with Earned Value Analysis 474 Understanding Earned Value Measurements 475 Controlling the Calculation of Earned Value 485 Summary of Using Earned Value Analysis in Project 487 Earned Value Report 489 Using Analysis Views and Reports 490 Analysis Views 491 Analysis Reports 494 Analyzing the Critical Path 495 Consultants' Tips 495 Project Performance Analysis Prerequisites 495 Project Performance Analysis Areas 496 Project Performance Analysis Options 496 15 Using Reports for Tracking and Control 497 Using Reports 497 Reports and the Iron Triangle 499 Using Reports for the Project Sponsor 508 Using Visual Reports 510 Using Visual Reports for Project Analysis 512 Using Visual Reports for the Project Sponsor 517 Using Visual Reports for the Project Team 523 Consultants' Tips 524 When to Use Reports 524 When to Use Visual Reports 525 Customize the Out-of-the-Box Reports for Your Project Needs 525 16 Revising the Schedule 527 When Things Don't Go According to Plan 527 Critical Path Changes 528 What Can Go Wrong 529 Prevention and Avoidance 530 When Recovery Is the Only Option 530 Reducing Project Scope 531 Reducing Project Cost 532 Reducing Scheduled Duration 532 Rebaselining Strategies 534 Consultants' Tips 534 Regularly Review Your Project Schedule 534 Perform Risk Management and Contingency Planning 534 Make Your Project Estimates as Realistic as Possible 534 17 Closing the Project 535 Project Close Process Group 536 Closing the Contractual Agreement 536 Implementing Project Close Custom Fields 538 Performing Final Reporting 539 Cost Overruns Report 540 Additional Out-of-the-Box Closing Reports 540 Performing a Project Retrospective: Lessons Learned 542 Archiving Your Schedule 543 Celebrating Your Project Results 546 Consultants' Tips 546 IV Tailoring Microsoft Office Project 2013 to Your Needs 18 Managing Project Files Locally and in the Cloud 549 Saving and Protecting Project Files 550 Working with the Organizer and the Global File 550 Designating the Default Save Location and Format 550 Version Compatibility 552 Saving a File 552 Your Account 555 Providing Security for Saved Files 555 Saving the Workspace 558 Project Safe Mode 558 Creating and Using Project Templates 559 Creating a New Project Template 559 Modifying Existing Template Files 561 Opening a Template File to Create a New Project 561 Working with the Organizer and the Global File 562 Global.mpt File 565 Manipulating Objects Using the Organizer 565 Consultants' Tips 568 Global.mpt 568 Using the Organizer 568 Protecting Your Project Files When Sharing 568 Basic Steps for Starting a Project 568 Use Templates and Keep Them Simple 568 19 Formatting Views 569 Sorting the Tasks or Resources in a View 569 Selecting the Sort Keys 570 Selecting the Sort Operation 571 Formatting Text Styles for Categories of Tasks and Resources 571 Selecting an Item to Change 572 Changing the Style of Text Displays 574 Formatting Font for Selected Text 575 Formatting Gridlines 575 Using the Outline Options 577 Formatting Timescales 578 Changing Timescale Tiers 579 Completing the Timescale Definition 581 Changing the Display of Non-Working Time 582 Using Page Breaks 583 Formatting the Gantt Chart Views 583 Formatting the Gantt Chart View Manually 583 Using the Gantt Chart Wizard 594 Formatting the Calendar View 596 Formatting the Timescale for the Calendar 597 Selecting Calendar Bar Styles Options 598 Setting the Layout Options for the Calendar View 599 Formatting the Network Diagram View 600 Using the Box Styles Options 600 Using Data Templates for Network Diagram Nodes 601 Using the Box Options 604 Controlling the Network Diagram Layout 604 Using the Zoom Command 609 Formatting the Task Form and Resource Form Views 609 Sorting the Form Views 610 Formatting Details of Form Views 610 Formatting the Resource Graph View 612 Reviewing the Format Options for the Resource Graph View 614 Selecting the Details to Display 615 Using the Bar Styles Dialog Box 617 Formatting the Resource Usage View 619 Choosing the Details for the Resource Usage View 619 Formatting the Detail Styles in the Resource Usage View 620 Formatting the Task Usage View 621 Formatting the Task Sheet and Resource Sheet Views 622 Consultants' Tips 622 Get Familiar with the Default Views First, Then Customize 622 Customizing the Gantt Chart View 623 Sorting Views 623 20 Reports Part I: 2013 Reports 625 Understanding the New Reports 625 Accessing the Reports 626 Common Report Elements 627 Dashboards Reports Category 629 Resources Reports Category 632 Cost Reports Category 634 In Progress Reports Category 636 Miscellaneous Category Controls 638 Customizing Sections of Reports 639 Customizing a Text Box or a Shape 639 Adding or Customizing a Picture 640 Adding or Customizing a Chart 642 Adding or Customizing a Table 645 Customizing Reports 646 Customizing an Existing Report 647 Creating Reports 647 Creating a New Report Based on an Existing Report 647 Designing a New Report 648 Using the Common Customization Controls 649 Themes 649 Choosing the Page Setup Options for a Report 650 Saving and Sharing Custom Reports 650 Consultants' Tips 651 Right Report for the Right Audience 652 Avoid Too Much Navel Gazing 652 21 Reports Part II: Visual Reports 653 Reports Part II: Visual Reports 655 Understanding OLAP Cubes for Visual Reports 658 Understanding Excel and Visio in Relation to Project 659 Using Excel While Working with Visual Reports 659 Using Visio While Working with Visual Reports 664 Reporting Capabilities 665 Customizing Excel Visual Reports 665 Customizing Visio Visual Reports 680 Creating Visual Reports Using Excel 688 Creating Visual Reports Using Visio 692 Sharing and Saving Visual Reports 693 Saving a Visual Report Template Using Excel 694 Saving a Visual Report Template Using Visio 694 Saving a Reporting Cube 694 Saving a Reporting Database 696 Printing a Visual Report 697 Consultants' Tips 697 80/20: Choose the Right Data Resolution for Your Reporting Goals 697 Save Customized Reports as Templates for Later Use 698 22 Customization Almost Beyond Reason: Views, Tables, Filters, Groups, Fields, Toolbars, and Menus 699 Creating and Customizing Tables 700 Entering a Table Name 702 Adding and Changing the Columns in the Table 702 Completing the Definition of the Table 705 Changing Table Features from the View Screen 707 Creating and Customizing Views 708 Entering the Name of the View 711 Selecting the Starting Format 711 Selecting the Table for the View 712 Selecting the Group for the View 713 Selecting the Filter for the View 713 Displaying the View Name in the Menu 713 Saving the View Definition 714 Creating a Combination View 714 Printing Views 715 Preparing Your Screen and Choosing Fundamentals for Your Printed View 716 Filtering, Sorting, Grouping, and Enhancing the Display 716 Using Page Breaks 717 Using the Page Setup Dialog Box 717 Previewing the Printed View 726 Printing 727 Creating and Customizing Filters 729 Naming a Filter 730 Defining Filter Criteria 730 Using More Filter Criterion Tests 733 Using Interactive Filters 737 Creating Calculated Filters 738 Creating Multiple Criteria Filters 739 Creating Custom Filters with AutoFilter 740 Creating Custom Groups 741 Accessing Custom Groups 741 Selecting Grouping Fields 742 Defining Group Intervals 743 Formatting Group Displays 744 Saving Custom Groups 745 Creating and Customizing Fields 745 Accessing the Custom Fields 746 Naming Custom Fields 746 Creating Calculated Custom Fields 747 Controlling Custom Field Behaviors 749 Creating Custom Indicator Fields 749 Managing Custom Fields 754 Organizing Views and Other Custom Elements in Project Files 754 Customizing the Ribbon 756 Customizing the Quick Access Toolbar 762 Customizing the Status Bar 765 Consultants' Tips 767 Create Views the Right Way 767 Name Organizer Objects Appropriately 767 Resolve Unexpected View Results 767 Know Your Audience When Using Graphical Indicators 767 Keep an Excel Configuration Workbook 768 Making the Most of the "Ribbon" 768 V Microsoft Project 2013 Knowledge In Depth 23 Working with Multiple Projects 769 Using Windows Commands 769 Viewing All the File Windows at the Same Time 771 Hiding and Unhiding Open Windows 772 Using the Save Workspace Command 772 Comparing Project Versions 773 Displaying Tasks from Different Projects in the Same Window 776 Using the New Window Command 776 Filtering and Sorting Consolidated Projects 778 Creating Master Projects 780 Combining Projects into One File Using the Insert Project Menu 781 Working with Inserted Projects 782 Breaking Apart a Large Project Using Inserted Projects 784 Master Projects Using Hammock Tasks 784 Maintaining Inserted Projects 786 Identifying Tasks That Are Inserted Projects 787 Creating Links Between Tasks in Separate Projects 788 Sharing Resources Among Projects 791 Creating the Shared Resource Project 792 Using the Resource Pool 792 Discontinuing Resource Sharing 795 Identifying Resource Pool Links 796 Viewing Resource Loads Without Sharing a Pool 796 Saving Multiple Files in a Workspace 797 Consultants' Tips 798 Using Master Files 798 How Do I Tell Which Task Is from Which Project When They Have the Same Names? 799 Sharing Resources Between Projects 799 24 Resolving Resource Allocation Problems 801 Understanding How Resource Allocation Problems Occur 801 Why Should I Care About Resource Workload Conditions? 802 What Is the Problem? 802 What Causes Resource Overallocation? 804 When Should I Ignore Resource Allocation Problems? 804 Visualizing Resource Allocation Conditions 805 Resource Max Units, Calendars, and Other Settings 805 Team Planner 808 Resource Graphs 808 Resource Sheet 809 Split Views and Windows 811 Resource Usage Time-Phased Data 813 Groups, Filters, and Sorting Tasks with Resources 814 Review Task Relationships 815 Strategies for Correcting Resource Allocation Problems 816 Process Check: Review Project Scope and Other Business Issues 817 Replacing or Adding Resources 817 Splitting Tasks 818 Linking Tasks 819 Adjusting Resource Units 820 Using the Level Resources Tools 821 Manual Strategies to Correct Resource Allocation Problems 827 Consultants' Tips 832 Use Team Planner and Manually Scheduled Tasks Where Appropriate 832 Establish Guidelines for Resolving Resource Allocation Issues 832 Examples of Resource-Leveling Scenarios 832 Receiving an "Overallocation Cannot Be Resolved" Warning 833 Resource(s) Indicate Overallocation Condition After Leveling 833 25 Exporting and Importing Project Data 835 Exchanging Project Files Across Microsoft Project Versions 836 Exchanging Project Data with Other Applications 837 File Formats Supported by Project 837 Working with Import/Export Maps 838 Understanding Import/Export Maps 838 Reviewing the Predefined Import/Export Maps 840 Creating and Using an Export Map 844 Creating and Using an Import Map 849 Exchanging Data with Microsoft Excel 854 Exporting Project Data to an Excel Worksheet 855 Exporting Project Data to an Excel PivotTable 859 Importing Project Data from the Excel Format 859 Working with Web-Enabled Project Data 865 Working with Text File Formats 865 Exporting Project Data in the Text Formats 865 Importing Project Data from Text Formats 868 Importing a Task List from Outlook 868 Consultants' Tips 872 Import/Export as a Legacy Feature Set 872 Design the Data Layout Prior to Import/Export 872 Using Export/Import Versus Copy/Paste 872 Copying and Pasting Using Excel 872 Be Aware of Additional Data When Importing/Exporting 872 Using the XML Export Will Not Keep Some of the Usage Data 872 26 Manipulating Data Using Other Applications 873 Copying Data Between Applications 873 Copying Data from Other Applications into Project 875 Copying Project Data into Other Applications 877 Linking Data Between Applications 879 Linking Project Data Fields from External Sources 879 Refreshing Linked Data in Project 881 Deleting Links to External Sources 883 Identifying Tasks or Resources with Links Attached 884 Pasting Links to Project Data in Other Applications 884 Working with Objects 884 Pasting Objects 885 Inserting Objects 887 Placing Objects into Project 888 Pasting Objects in the Gantt Chart View 888 Inserting Objects in the Gantt Chart View 889 Placing Objects in the Notes Field 893 Placing Objects in the Task or Resource Objects Box 893 Placing Objects into Other Applications 896 Using the Copy Picture Command to Copy a View 897 Consultants' Tips 901 "Legacy" Features 901 File Sizes 901 Index 903

Szczegóły: Project 2013 In Depth - Scott Daley

Tytuł: Project 2013 In Depth
Autor: Scott Daley
Producent: Que Corporation
ISBN: 9780789750952
Rok produkcji: 2013
Ilość stron: 960
Oprawa: Miękka
Waga: 1.46 kg

Recenzje: Project 2013 In Depth - Scott Daley