Microsoft Project 2010 In Depth: (In Depth)

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

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

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