Microsoft® Office Project 2007 Inside Out

Book description

Learn everything you need to know for working with Microsoft Office Project 2007. This book packs hundreds of time-saving solutions, troubleshooting tips, and workarounds for using Office Project 2007. Whether youre a project manager or just working to meet your deadlines, youll be able to dig in to the work-ready resources that help you plan, manage, and communicate project information more effectively. Youll learn how to develop a project plan; orchestrate project scope, resources, and time; track your progress; collaborate with others; and report and analyze all your project information. You'll also learn how to manage and participate in projects with Office Project 2007's enterprise project management capabilities. You'll even learn how to administer users and enterprise resource pools in Project Server 2007.

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Table of contents

  1. Microsoft® Office Project 2007 Inside Out
    1. SPECIAL OFFER: Upgrade this ebook with O’Reilly
    2. A Note Regarding Supplemental Files
    3. Your All-in-One Resource
    4. Acknowledgments
    5. About the CD
      1. What’s On the CD
      2. System Requirements
      3. Support Information
    6. Conventions and Features Used in This Book
      1. Text Conventions
      2. Design Conventions
    7. I. Project Fundamentals
      1. 1. Introducing Microsoft Office Project 2007
        1. Using This Book
        2. Using Microsoft Project—An Overview
          1. Microsoft Office Project Standard 2007
          2. Microsoft Office Project Professional 2007
          3. Microsoft Office Project Server 2007
          4. Microsoft Office Project Web Access
          5. Microsoft Office Project Portfolio Server 2007
        3. What’s New in Microsoft Office Project 2007
          1. What’s New in Microsoft Office Project Standard 2007
            1. Planning and Scheduling
            2. Tracking Resource Work and Costs
            3. Viewing and Reporting on Project Information
          2. What’s New in Microsoft Office Project Professional 2007
            1. Planning and Scheduling
            2. Tracking Resource Work and Time
            3. Viewing and Reporting on Project Information
          3. What’s New in Project Server 2007 and Project Web Access
            1. Planning and Scheduling
            2. Tracking Resource Work and Time
            3. Viewing and Reporting on Project Information
        4. Learning As You Go
          1. Working with the Project Guide
          2. Getting Help
            1. Search for a Specific Topic
            2. Browsing Project Help Contents
            3. Getting Help for Project Fields
            4. Getting Help for Dialog Boxes
            5. Finding Project Assistance on the Web
            6. Joining a Project Discussion Group
          3. Working with Project Smart Tags
      2. 2. Understanding Projects and Project Management
        1. Understanding Project Management Basics
          1. What Is a Project?
          2. What Is Project Management?
        2. Understanding Project Management Processes
          1. Planning the Project
          2. Executing the Project
          3. Controlling the Project
          4. Closing the Project
        3. Facilitating Your Project with Microsoft Project
          1. Creating a Model of Your Project
            1. Planning Your Project in Microsoft Project
            2. Executing and Controlling Your Project in Microsoft Project
            3. Closing Your Project in Microsoft Project
          2. Working with Your Team Through Microsoft Project
          3. Using Microsoft Project in Your Enterprise
        4. Working with the Project Stakeholders
        5. Keys to Successful Project Management
    8. II. Developing the Project Plan
      1. 3. Starting a New Project
        1. Focusing the Project Vision
          1. Defining Scope
          2. Understanding Product Scope and Project Scope
          3. Developing the Scope Statement
        2. Creating a New Project Plan
          1. Creating a Project File
            1. Creating a New Project with a Template
            2. Creating a New Project from an Existing Project
          2. Saving Your New Project
          3. Scheduling from a Start or Finish Date
          4. Setting Your Project Calendar
            1. Applying a Base Calendar to the Project Calendar
            2. Modifying a Base Calendar
              1. Specifying the Normal Work Week for a Base Calendar
              2. Setting Up an Alternative Work Week
              3. Setting Up Holidays and Other One-Time Calendar Exceptions
              4. Setting Up a Recurring Calendar Exception
            3. Creating a New Base Calendar
          5. Attaching Project Documentation
            1. Showing the Project Summary Task
            2. Copying a Document into Your Project File
            3. Hyperlinking a Document to Your Project File
        3. Entering Tasks
          1. Adding Tasks to Your Project Plan
          2. Importing Tasks from an Excel Worksheet
          3. Entering Recurring Tasks
        4. Sequencing and Organizing Tasks
          1. Moving Tasks
          2. Inserting Additional Tasks
          3. Copying Tasks
          4. Deleting Tasks
          5. Undoing Multiple Edits
        5. Organizing Tasks into an Outline
        6. Setting Up Your Work Breakdown Structure
          1. Understanding Work Breakdown Structure Codes
          2. Setting Up Work Breakdown Structure Codes
        7. Adding Supplementary Information to Tasks
      2. 4. Viewing Project Information
        1. Understanding Project Information Categories
        2. Accessing Your Project Information
          1. Using Views
            1. Working with Gantt Charts
            2. Working with Network Diagrams
            3. Working with Graph Views
            4. Working with Sheet Views
            5. Working with Usage Views
            6. Working with Forms
            7. Working with Combination Views
            8. Working with Timescales
          2. Using Tables
            1. Views That Use Tables
            2. Changing the Table in a View
            3. Modifying a Table
          3. Using Fields
        3. Rearranging Your Project Information
          1. Sorting Project Information
          2. Grouping Project Information
          3. Filtering Project Information
        4. Arranging Your Microsoft Project Window
          1. Setting Your Default View
          2. Showing and Hiding Screen Elements
          3. Splitting a Window
          4. Switching Among Open Projects
        5. Navigating to a Specific Location in a View
      3. 5. Scheduling Tasks
        1. Setting Task Durations
          1. Developing Reliable Task Duration Estimates
          2. Understanding Estimated vs. Confirmed Durations
          3. Entering Durations
          4. Understanding How Durations Affect Scheduling
          5. Reviewing Durations
          6. Calculating Your Most Probable Duration
        2. Establishing Task Dependencies
          1. Creating the Finish-to-Start Task Dependency
          2. Understanding the Dependency Types
          3. Delaying Linked Tasks by Adding Lag Time
          4. Overlapping Linked Tasks by Adding Lead Time
          5. Changing or Removing Links
          6. Reviewing Task Dependencies
        3. Scheduling Tasks to Achieve Specific Dates
          1. Understanding Constraint Types
          2. Changing Constraints
          3. Working with Flexible and Inflexible Constraints
            1. Flexible Constraints
            2. Moderately Flexible Constraints
            3. Inflexible Constraints
          4. Reviewing Constraints
        4. Setting Deadline Reminders
        5. Creating Milestones in Your Schedule
        6. Working with Task Calendars
          1. Setting Up the Task Calendar
          2. Assigning a Base Calendar to a Task
        7. Seeing Feedback on Scheduling Changes
          1. Highlighting the Ripple Effects of Schedule Changes
          2. Reviewing the Factors That Affect a Task Start Date
      4. 6. Setting Up Resources in the Project
        1. Understanding the Impact of Resources in the Project Plan
        2. Adding Resources to the Project
          1. Entering Resources in the Resource Sheet
          2. Adding Work Resources to the Project
            1. Adding Resources from Your E-Mail Address Book
            2. Using Resource Information from Office Excel
          3. Adding Material Resources to the Project
          4. Adding Cost Resources to the Project
            1. What Are Cost Resources?
            2. Identifying a Resource as a Cost Resource
        3. Removing a Resource from the Project
        4. Identifying Tentative, Generic, or Budget Resources
          1. Proposing Tentative Resources
          2. Using Generic Resources as a Placeholder
          3. Specifying a Budget Resource
        5. Setting When Resources Are Available for Work
          1. Setting Working Times and Days Off for Work Resources
            1. Viewing a Resource Calendar
            2. Applying a Different Base Calendar to a Resource
            3. Modifying a Resource Calendar
            4. Creating a New Base Calendar for Resources
          2. Specifying Resource Availability with Max Units
        6. Adding Detailed Resource Information
          1. Working with Supplemental Resource Fields
          2. Specifying Contact Information
          3. Adding a Note Regarding a Resource
          4. Hyperlinking to Resource Information
      5. 7. Assigning Resources to Tasks
        1. Assigning Work Resources to Tasks
          1. Creating Work Resource Assignments
          2. Adding and Assigning Resources at the Same Time
          3. Finding the Right Resources for the Job
          4. Understanding Assignment Calculations
        2. Assigning Material Resources to Tasks
        3. Assigning Cost Resources to Tasks
        4. Reviewing Assignment Information
          1. Showing Assignments by Task or Resource
          2. Showing Assignment Information Under a Task View
        5. Changing Resource Assignments
          1. Controlling Changes with Effort-Driven Scheduling
          2. Controlling Schedule Changes with Task Types
            1. Understanding the Fixed Units Task Type
            2. Understanding the Fixed Work Task Type
            3. Understanding the Fixed Duration Task Type
            4. Changing the Task Type
        6. Contouring Resource Assignments
      6. 8. Planning Resource and Task Costs
        1. Working with Costs and Budgeting
        2. Planning Resource Costs
          1. Setting Costs for Work Resources
            1. Specifying Variable Work Resource Costs
            2. Specifying Fixed Resource Costs
          2. Setting Costs for Material Resources
          3. Setting Multiple Costs for a Resource
          4. Setting Cost Accrual
          5. Entering Costs for Cost Resource Assignments
        3. Planning Fixed Task Costs
        4. Reviewing Planned Costs
          1. Reviewing Assignment Costs
          2. Reviewing Resource Costs
          3. Reviewing Task Costs
          4. Reviewing the Total Planned Cost for the Project
        5. Setting Up and Reviewing a Project Budget
          1. Creating Budget Resources
          2. Assigning Budget Resources to the Project Summary Task
          3. Entering Budget Values for the Budget Resources
          4. Aligning Resources with their Budget Resource Type
          5. Comparing Resource Costs with Budget Resource Values
        6. Setting a Different Currency
          1. Setting Up a Different Currency in Your Computer
          2. Setting Up a Different Currency in Microsoft Project
      7. 9. Checking and Adjusting the Project Plan
        1. Working with the Critical Path and Critical Tasks
          1. Understanding Slack Time and Critical Tasks
          2. Viewing the Critical Path
        2. Bringing in the Project Finish Date
          1. Viewing Finish Dates and the Critical Path
          2. Checking Your Schedule Assumptions
            1. Checking and Adjusting Date Constraints
            2. Checking and Adjusting Task Dependencies
            3. Checking and Adjusting Durations
            4. Checking Task Drivers
          3. Adjusting Resource Settings to Bring in the Finish Date
            1. Checking and Adjusting Resource Availability
            2. Adding Resources to Decrease Duration
        3. Reducing Project Costs
          1. Viewing Project Costs
            1. Reviewing Total Cost Using Project Statistics
            2. Reviewing Costs with the Cost Table
            3. Comparing Resource Costs Against Budget Resource Values
            4. Generating Cost Reports
            5. Sorting Tasks or Resources by Cost
            6. Filtering Tasks or Resources by Cost
          2. Checking Your Cost Assumptions
          3. Adjusting the Schedule to Reduce Costs
          4. Adjusting Assignments to Reduce Costs
          5. Adjusting Cost Resources
        4. Balancing Resource Workloads
          1. Viewing Resource Workloads
          2. Adjusting Resource Availability
          3. Adjusting Assignments
            1. Adding More Resources to Tasks
            2. Replacing Overallocated Resources
            3. Delaying a Task or Assignment
            4. Specifying Overtime Work to Account for Overallocations
          4. Splitting Tasks
          5. Leveling Assignments
            1. Setting Leveling Priorities
            2. Leveling Resources with Standard Defaults
            3. Setting Leveling Options
            4. Checking the Results of Leveling
        5. Changing Project Scope
        6. Reviewing the Impact of Changes
        7. Obtaining Buyoff on the Project Plan
    9. III. Tracking Progress
      1. 10. Setting a Baseline and Updating Progress
        1. Saving Original Plan Information Using a Baseline
          1. Setting a Baseline
          2. Reviewing Baseline Information
          3. Saving Additional Baselines
          4. Reviewing Multiple Baselines
          5. Saving Additional Scheduled Start and Finish Dates
          6. Clearing a Baseline
        2. Updating Task Progress
          1. Choosing the Best Method for Entering Actuals
          2. Updating Progress with Task Scheduling Controls
            1. Entering Percentage Complete
            2. Entering Actual and Remaining Duration
            3. Entering Actual Start and Actual Finish
          3. Using Resource Work to Update Progress
            1. Entering Percentage Work Complete
            2. Entering Actual Work Complete and Remaining Work
            3. Entering Actual Work by Time Period
          4. Rescheduling the Project
        3. Updating Actual Costs
          1. Updating Actual Costs for Work Resources
          2. Updating Actual Costs for Material Resources
          3. Updating Actuals for Cost Resources
          4. Updating Actuals for Fixed Costs on Tasks
          5. Manually Updating Project Costs
      2. 11. Responding to Changes in Your Project
        1. Monitoring and Adjusting the Schedule
          1. Monitoring Schedule Progress
            1. Reviewing Overall Schedule Progress
            2. Reviewing Schedule Variances
            3. Reviewing the Critical Path
            4. Reviewing Task Progress
            5. Showing Progress Lines
          2. Correcting the Schedule
        2. Monitoring and Adjusting Costs
          1. Monitoring Project Costs
            1. Reviewing Overall Cost Totals
            2. Reviewing Cost Variances
            3. Reviewing Overbudget Costs
            4. Reviewing Cost Performance by Using Earned Value Analysis
            5. Reviewing Budget Status
          2. Realigning the Project with the Budget
        3. Monitoring and Adjusting Resource Workload
          1. Monitoring Resource Workload
            1. Reviewing Overall Work Totals
            2. Reviewing Work Variances
            3. Reviewing Overbudget Work
            4. Reviewing Resource Allocation
          2. Balancing the Resource Workload
    10. IV. Reporting and Analyzing Project Information
      1. 12. Reporting Project Information
        1. Establishing Your Communications Plan
        2. Using Views to Report Project Information
          1. Setting Up and Printing Views
          2. Getting Assistance from the Report Project Guide
        3. Generating Text and Visual Reports
          1. Working with Text-Based Reports
          2. Working with Visual Reports in Excel and Visio
        4. Running Reports for Your Requirements
          1. Summarizing with Overview Reports
            1. Using the Project Summary Report
            2. Using the Top-Level Tasks Report
            3. Using the Critical Tasks Report
            4. Using the Critical Tasks Status Report in Visio
            5. Using the Milestones Report
            6. Using the Working Days Report
          2. Focusing on Tasks with Schedule Progress Reports
            1. Using the Unstarted Tasks Report
            2. Using the Tasks Starting Soon Report
            3. Using the Tasks In Progress Report
            4. Using the Completed Tasks Report
            5. Using the Should Have Started Tasks Report
            6. Using the Slipping Tasks Report
            7. Using the Baseline Report in Visio
            8. Using the Baseline Work Report in Excel
            9. Using the Task Status Report in Visio
            10. Using the Budget Work Report in Excel
          3. Analyzing Budget Status with Cost Reports
            1. Using the Cash Flow Report
            2. Using the Cash Flow Report in Excel
            3. Using the Cash Flow Report in Visio
            4. Using the Baseline Cost Report in Excel
            5. Using the Budget Report
            6. Using the Budget Cost Report in Excel
            7. Using the Resource Cost Summary Report in Excel
            8. Using the Overbudget Tasks Report
            9. Using the Overbudget Resources Report
            10. Using the Earned Value Report
            11. Using the Earned Value Over Time Report in Excel
          4. Evaluating Resource Allocation with Assignment Reports
            1. Using the Who Does What Report
            2. Using the Who Does What When Report
            3. Using the To-Do List
            4. Using the Overallocated Resources Report
            5. Using the Resource Availability Report in Visio
            6. Using the Resource Work Availability Report in Excel
            7. Using the Task Usage Report
            8. Using the Resource Usage Report
            9. Using the Resource Work Summary Report in Excel
            10. Using the Resource Remaining Work Report in Excel
            11. Using the Resource Status Report in Visio
        5. Revising a Built-In Report
          1. Modifying a Text Report
            1. Copying an Existing Text Report
            2. Modifying an Existing Text Report
            3. Adjusting the Page Setup of a Report
          2. Modifying a Visual Report
        6. Building a Custom Report
          1. Creating a New Text Report
          2. Creating a New Visual Report Template
        7. Saving Project Data Fields
          1. Saving the Reporting Cube
          2. Saving the Reporting Database
      2. 13. Analyzing Progress Using Earned Value
        1. Generating Earned Value Data
          1. Setting the Baseline
            1. Entering Actuals
          2. Specifying the Status Date
        2. Reviewing Earned Value Data
          1. Working with Earned Value Tables
          2. Understanding the Earned Value Fields
          3. Generating the Earned Value Text Report
          4. Generating the Earned Value Over Time Visual Report
    11. V. Managing Multiple Projects
      1. 14. Managing Master Projects and Resource Pools
        1. Structuring Master Projects with Subprojects
          1. Setting Up a Master Project
            1. Inserting Projects into a Master Project
            2. Breaking a Large Project into Subprojects
          2. Working with Subproject Information
            1. Changing Subproject Information to Read-Only
            2. Viewing the Critical Path in a Master Project
          3. Unlinking a Subproject from Its Source File
          4. Removing a Subproject from the Master Project
        2. Consolidating Project Information
        3. Sharing Resources by Using a Resource Pool
          1. Setting Up a Resource Pool
          2. Linking a Project to Your Resource Pool
          3. Checking Availability of Resource Pool Resources
          4. Updating Resource Pool Information
          5. Disconnecting a Resource Pool from a Project Plan
      2. 15. Exchanging Information Between Project Plans
        1. Linking Information Between Project Plans
          1. Linking Tasks Between Different Projects
          2. Reviewing Cross-Project Links
          3. Updating Cross-Project Links
          4. Removing Cross-Project Links
        2. Copying and Moving Information Between Projects
          1. Copying and Moving Task and Resource Information
          2. Copying Fields Between Projects
        3. Copying Project Elements by Using the Organizer
          1. Copying an Element from a Project to the Global Template
          2. Copying an Element Between Two Projects
    12. VI. Integrating Microsoft Project with Other Programs
      1. 16. Exchanging Information with Other Applications
        1. Copying Information
          1. Copying from Microsoft Project to Another Application
          2. Copying from Another Application to Microsoft Project
          3. Copying a Picture of a View
            1. Capturing a View for Word, PowerPoint, or Visio
            2. Capturing a View for Other Applications
        2. Embedding Information
          1. Embedding from Microsoft Project to Another Application
            1. Embedding an Existing Microsoft Project File
            2. Creating a New Microsoft Project File as an Embedded Object
            3. Working with the Embedded Microsoft Project File
          2. Embedding from Another Application to Microsoft Project
            1. Embedding an Object in the Gantt Chart
            2. Embedding an Object in a Note
            3. Creating a New Object to Embed in the Project
            4. Working with the Embedded Object in the Project
        3. Linking Information
          1. Linking from Microsoft Project to Another Application
          2. Linking from Another Application to Microsoft Project
        4. Hyperlinking to Documents in Other Applications
        5. Importing and Exporting Information
          1. Updating Security Settings to Allow Data Import and Export
          2. Importing Information into Microsoft Project
          3. Exporting Information from Microsoft Project
          4. Working with Microsoft Project and XML Files
          5. Importing and Exporting Database Information
      2. 17. Integrating Microsoft Project with Microsoft Excel
        1. Copying Between Microsoft Project and Excel
          1. Copying Information from Excel
            1. Copying Sheet Information from Excel
            2. Copying Graphics from Excel
          2. Copying Information to Excel
            1. Copying Sheet Information to Excel
            2. Copying Graphics to Excel
        2. Embedding Between Microsoft Project and Excel
          1. Embedding an Excel Object in Microsoft Project
            1. Embedding Copied Excel Information in a Microsoft Project File
            2. Embedding an Entire Excel File in a Microsoft Project File
            3. Creating a New Excel Object in Microsoft Project
            4. Working with an Embedded Excel Object
          2. Embedding a Microsoft Project File in Excel
            1. Embedding an Existing Microsoft Project File in Excel
            2. Creating a New Microsoft Project File in Excel
            3. Working with the Embedded Microsoft Project File
        3. Linking Between Microsoft Project and Excel
          1. Linking from Excel to Microsoft Project
          2. Linking from Microsoft Project to Excel
          3. Working with a Linked Object
            1. Editing Linked Information
            2. Updating Linked Objects
            3. Viewing Links
        4. Importing and Exporting with Excel
          1. Importing from Excel to Microsoft Project
            1. Importing a Project Task List from Excel
            2. Importing Detailed Project Information from Excel
            3. Importing from Excel Without a Template
          2. Exporting from Microsoft Project to Excel
            1. Updating Security Settings to Allow Data Exporting
            2. Exporting Selected Data to Excel
            3. Exporting Complete Project Data to Excel
          3. Re-Using a Previously Saved Export Map
        5. Producing a Visual Report of Project Data in Excel
          1. Generating a Visual Report from a Built-In Template
          2. Creating and Editing Visual Report Templates in Excel
            1. Editing a Built-In Visual Report Template for Excel
            2. Creating a New Visual Report Template for Excel
          3. Configuring a Visual Report in Excel
      3. 18. Integrating Microsoft Project with Microsoft Outlook
        1. Exchanging Task Information with Outlook
          1. Adding Outlook Tasks to Your Project Plan
          2. Adding Microsoft Project Tasks to Outlook Tasks
        2. Building Your Resource List with Outlook
        3. Sending Project File Information
          1. Sending an Entire Project File
          2. Sending Selected Tasks or Resources
          3. Routing a Project File
          4. Publishing the Project File to an Exchange Folder
      4. 19. Integrating Microsoft Project with Microsoft Visio
        1. Creating a Visual Report of Project Data in Visio
          1. Generating a Built-in Visual Report for Visio
          2. Configuring a Visual Report in Visio
          3. Creating and Editing Visual Report Templates in Visio
        2. Presenting Microsoft Project Data with Visio
          1. Showing Project Timeline Information in Visio
          2. Displaying Project Information in a Visio Gantt Chart
        3. Exporting Data from Visio to Microsoft Project
          1. Exporting Timelines from Visio to Microsoft Project
          2. Importing Visio Gantt Charts to Microsoft Project
        4. Representing Project Data in a Visio Diagram
          1. Using the Visio Timeline Template
            1. Configuring the Time Period and Time Format
            2. Configuring a Timeline Interval
            3. Configuring Milestones
            4. Expanding a Portion of a Timeline
            5. Synchronizing Milestones and Intervals
          2. Using the Gantt Chart Template
          3. Using the PERT Chart Template
    13. VII. Managing Projects Across Your Enterprise
      1. 20. Understanding Enterprise Project Management
        1. Who’s Who in Enterprise Project Management
        2. Understanding the Components of EPM
          1. Understanding the Role of Project Server
          2. Understanding the Role of Project Professional
          3. Understanding the Role of Project Web Access
          4. Putting the Project Server Components Together
        3. Understanding the EPM Workflow
          1. Collaborating as a Project Team
          2. Standardizing Enterprise Projects
          3. Managing Enterprise Resources
          4. Analyzing Project Portfolios
      2. 21. Administering Your Enterprise Project Management Solution
        1. Logging On and Off
        2. Managing Users and Permissions
          1. Understanding Groups, Categories, and Permissions
          2. Creating a New User Account
          3. Removing a User from Your Project Server
          4. Viewing or Changing Permissions for User Groups
          5. Creating a New Security Template
          6. Creating a New Group
          7. Customizing Categories
          8. Sending Automated Alerts and Reminders to Users
        3. Administering the Enterprise Resource Pool
          1. Creating the Enterprise Resource Pool
            1. Adding Multiple Enterprise Resources
            2. Adding Resources by Synchronizing with Active Directory
            3. Adding an Individual Enterprise Resource
            4. Adding a Team Resource
            5. Importing Existing Local Resources to the Project Server
          2. Updating Resource Information
            1. Finding and Selecting Resources
            2. Modifying Enterprise Resource Information
          3. Removing a Resource from the Enterprise Resource Pool
        4. Establishing the Enterprise Portfolio
        5. Standardizing Enterprise Project Elements
          1. Working with the Enterprise Global Template
            1. Changing the Enterprise Global
            2. Copying a Custom Element from a Project to the Enterprise Global
          2. Customizing Enterprise Project Fields
            1. Establishing Custom Fields
            2. Associating Resource Codes with Resources
          3. Creating Calendars to Reflect Nonworking Times
        6. Setting Up Team Member Work Pages
          1. What’s the Difference Between My Tasks and My Timesheets?
            1. Understanding the My Tasks Page
            2. Understanding the My Timesheets Page
            3. Working with Task Progress and Timesheets
          2. Defining the Task Progress Page
            1. Setting the Update Method and Restrictions
            2. Closing Tasks Against Further Reporting
            3. Setting the Fields
          3. Defining the My Timesheets Page
            1. Identifying the Reporting Periods
            2. Setting Timesheet Defaults and Update Restrictions
            3. Setting Categories for Administrative Time
            4. Setting the Billing Categories
        7. Managing Pages, Views, and Reports
          1. Creating and Managing Pages with Web Parts
            1. Modifying a Built-In Page
            2. Creating a New Page
            3. Deleting a Custom Project Web Access Page
          2. Integrating Project Information with Business Processes
          3. Creating and Managing Views
            1. Modifying a Built-In View
            2. Creating a New View from a Copied View
            3. Creating a New View from Scratch
            4. Deleting a View
          4. Customizing the Quick Launch Task Bar
          5. Setting Up Project Report Cubes for Data Analysis
        8. Managing and Maintaining the Server
      3. 22. Managing Enterprise Projects and Resources
        1. Connecting to Your Project Server
          1. Setting Up Project Professional for Your Server
          2. Logging On via Project Professional
          3. Logging On via Project Web Access
          4. Finding Your Way Around
            1. Using the Quick Launch Task Bar
            2. Working with Pages and Controls
            3. Working with Tables
        2. Working with Enterprise Projects
          1. Creating a New Enterprise Project
            1. Saving a New Enterprise Project to the Server
            2. Importing a Local Project to the Server
          2. Managing Your Project Files on the Server
            1. Checking Out an Enterprise Project
            2. Saving Changes in Your Enterprise Project File
            3. Publishing Project Information to the Project Server
            4. Checking In Your Enterprise Project File
            5. Working Offline with Enterprise Projects
          3. Refining Your Enterprise Projects
            1. Reviewing the Enterprise Global Template
            2. Working with Custom Enterprise Fields
            3. Setting Up a Program of Projects
            4. Depending on Deliverables in Other Projects
              1. Setting Up a Dependency on a Deliverable
              2. Checking the Status of a Deliverable
              3. Creating a Deliverable
        3. Building Your Enterprise Project Team
          1. Finding Resources to Meet Your Needs
            1. Adding Enterprise Resources by Name
            2. Identifying Resource Attributes Using Custom Enterprise Fields
            3. Using Generic Resources as Placeholders
            4. Adding a Team Assignment Pool to Your Project Resource List
            5. Finding Enterprise Resources That Meet Specific Criteria
            6. Replacing an Existing Project Resource with an Enterprise Resource
            7. Matching an Existing Project Resource
            8. Matching and Replacing Generic Resources
            9. Proposing Tentative Resources
          2. Assigning Tasks to Enterprise Resources
            1. Identifying Assignment Owners
            2. Assigning Status Managers
        4. Collaborating with Your Project Team
          1. Configuring Task Update Options
            1. Changing the Method of Progress Reporting
            2. Setting Up E-Mail Notifications and Reminders
            3. Setting Rules for Accepting Updates
          2. Publishing Project Information for Resources
          3. Exchanging Task Progress Requests and Updates
            1. Requesting Progress Updates
            2. Reviewing Task Updates from Resources
            3. Incorporating Task Updates into the Project
          4. Requesting and Receiving Status Reports
            1. Setting Up and Requesting Status Reports
            2. Reviewing Text-Based Status Reports
          5. Tracking Billable and Nonbillable Time by Using Timesheets
            1. Reviewing and Approving Timesheets
            2. Reviewing and Approving Administrative Time
          6. Managing Documents, Risks, and Issues
            1. Controlling Project Documents
            2. Mitigating Project Risks
            3. Monitoring Project Issues
        5. Creating Proposals and Activity Plans
          1. Working with Proposals
            1. Creating a Proposal
            2. Viewing and Changing Proposal Information
            3. Adding Resources to a Proposal
            4. Converting a Proposal to a Project
          2. Creating an Activity Plan
          3. Creating a Resource Plan for a Proposal or Activity Plan
      4. 23. Participating on a Team Using Project Web Access
        1. Getting Started with Project Web Access
          1. Logging On and Off
          2. Finding Your Way Around
            1. Using the Quick Launch Task Bar
            2. Working with Pages and Controls
            3. Working with Tables
        2. Working on Your Assignments and Updates
          1. Reviewing New and Changed Assignments
            1. Reviewing New Assignments
            2. Rejecting an Assignment
            3. Reviewing Changed Assignments
          2. Reassigning a Task to Another Resource
          3. Assigning Yourself to New Tasks
            1. Assigning Yourself to an Existing Task
            2. Assigning Yourself to a Team Task
            3. Proposing a New Project Task
            4. Creating a To-Do List or Mini-Project Using an Activity Plan
          4. Working with Your Assignment Information
            1. Viewing or Updating Assignment Fields
            2. Arranging Information in the Table
            3. Viewing Your Tasks in a Gantt View
            4. Rearranging Your Assignments
          5. Glimpsing the Big Project Picture
          6. Tracking Assignments and Submitting Progress Updates
            1. Tracking Progress Information
            2. Working with Progress Update Requests
            3. Submitting Progress Information
        3. Submitting Text-Based Status Reports
        4. Logging Time Using Timesheets
          1. Working with Your Timesheets
          2. Copying Items Between My Tasks and My Timesheets
          3. Requesting Nonproject or Nonworking Time
        5. Setting Up E-Mail, Reminders, and Calendars
          1. Setting Your E-Mail Alerts and Home Page Reminders
          2. Working with Project Tasks in Outlook
            1. Setting Up Project Web Access and Outlook Integration
            2. Importing Project Assignments into Outlook
            3. Updating Assignments in Outlook
        6. Managing Resources in Project Web Access
      5. 24. Making Executive Decisions Using Project Web Access
        1. Getting Started with Project Web Access
          1. Logging On and Off
          2. Finding Your Way Around
        2. Viewing Project Portfolio Information
          1. Working with Pages and Controls
          2. Working with Tables
          3. Understanding Fields
          4. Rearranging View Information
            1. Sorting Information
            2. Grouping Information
            3. Filtering Information
        3. Working with the Project Portfolio
          1. Viewing the Portfolio of Projects
          2. Opening a Project in Project Professional
          3. Reviewing Program Information
          4. Project Workspaces and Documents, Issues, and Risks
          5. Creating a New Project
          6. Creating Proposals and Activity Plans
            1. Creating a Proposal or Activity Plan
            2. Viewing or Changing a Proposal or Activity Plan
            3. Adding Resources to a Proposal or Activity Plan
            4. Converting a Proposal or Activity Plan to a Project
        4. Working with Resource Information
          1. Viewing the Enterprise Resource Pool
          2. Viewing Resources for Specific Projects
          3. Reviewing Resource Assignments
          4. Reviewing Resource Availability
          5. Reviewing Resource Plans
          6. Requesting and Responding to Status Reports
            1. Requesting a Status Report
            2. Reviewing the Compiled Status Report
            3. Responding to a Status Report Request
        5. Analyzing and Reporting on Project Information
        6. Setting Your Alerts and Reminders
    14. VIII. Customizing and Managing Project Files
      1. 25. Customizing Your View of Project Information
        1. Customizing Views
          1. Changing the Content of a View
          2. Creating a New View
          3. Changing the Font for a View
          4. Formatting a Gantt Chart View
            1. Formatting the Appearance of Gantt Bars
            2. Creating a Gantt Bar
            3. Formatting the Appearance of Gantt Bar Text
            4. Formatting the Layout of Gantt Bars
            5. Formatting the Appearance of Gridlines
          5. Modifying a Network Diagram
            1. Formatting the Content and Appearance of Boxes
            2. Changing the Layout of Boxes
          6. Modifying the Resource Graph
            1. Modifying the Appearance of Resource Graph Bars
            2. Changing the Fields That Appear in the Resource Graph
          7. Modifying the Calendar View
          8. Modifying a Sheet View
          9. Modifying a Usage View
          10. Modifying the Timescale
        2. Customizing Tables
          1. Modifying the Columns in a Table
          2. Modifying Other Table Options
          3. Creating a New Table
        3. Customizing Fields
          1. Customizing a Field
            1. Specifying Lookup Values for a Custom Field
            2. Creating a Calculated Field
            3. Calculating Group and Summary Values
            4. Calculating Values for Assignment Rows
            5. Working with Graphical Indicators
        4. Working with Outline Codes
          1. Setting Up Outline Codes
            1. Selecting the Outline Code
            2. Defining a Code Mask
            3. Controlling Outline Code Values
            4. Defining a Lookup Table
          2. Assigning Outline Codes
          3. Reviewing Your Tasks or Resources by Outline Code
        5. Customizing Groups
          1. Modifying a Group
          2. Creating a New Group
        6. Customizing Filters
          1. Modifying a Filter
          2. Creating Filters
            1. Creating Comparison Filters
            2. Creating Filters with Multiple Tests
            3. Creating Interactive Filters
          3. Customizing AutoFilter Criteria
        7. Sharing Customized Elements Among Projects
          1. Working with the Organizer
          2. Copying Customized Elements
          3. Removing Customized Elements
          4. Renaming Customized Elements
          5. Restoring Customized Elements to their Default State
      2. 26. Customizing the Microsoft Project Interface
        1. Creating and Customizing Toolbars
          1. Customizing Toolbars
            1. Adding and Removing Buttons on a Toolbar
            2. Changing the Properties of a Toolbar
          2. Creating Toolbars
          3. Deleting Toolbars
          4. Modifying Button Images
        2. Creating and Customizing Menus
        3. Creating and Customizing Forms
          1. Creating Forms
            1. Adding Fields
            2. Adding Text
            3. Adding Buttons
            4. Adding a Group Box
          2. Editing Forms
          3. Renaming Forms
          4. Displaying Custom Forms
      3. 27. Automating Your Work with Macros
        1. Understanding Macros
          1. What Is a Macro?
          2. Why Use Macros?
        2. Creating Macros
          1. Understanding the Record Macro Dialog Box
          2. Knowing When to Say "When"
          3. Recording a Macro
          4. Looking at Macro Code
        3. Running Macros
          1. Creating Keyboard Shortcuts
          2. Creating Toolbar Buttons
      4. 28. Standardizing Projects Using Templates
        1. Understanding the Template Types
        2. Working with the Project Global Template
        3. Working with Project Templates
          1. Starting a New Project Using a Template
            1. Creating a New Project with a Template
            2. Saving Your New Project
            3. Adapting the Template to Your Project
          2. Downloading a Project Template from the Web
          3. Creating Your Own Project Template
          4. Updating an Existing Template
        4. Closing a Project
          1. Analyzing Project Performance
          2. Recording Lessons Learned
          3. Saving Acquired Project Knowledge
      5. 29. Managing Project Files
        1. Opening Project Files
          1. Opening a Saved Project
            1. Opening a Project from Your Local Computer or a Network Drive
            2. Opening an Enterprise Project File
          2. Opening Projects Created in Previous Versions of Microsoft Project
          3. Searching for Files
          4. Adding and Removing Project Summary Information
        2. Saving Files
          1. Saving a New Project to Your Local Computer or Network Drive
          2. Saving an Enterprise Project File
          3. Specifying the Default Save Location
        3. Saving and Opening with Different File Formats
        4. Safeguarding Your Project Files
          1. Saving Project Files Automatically
          2. Backing Up Your Project Files
          3. Protecting Your Project Files with a Password
          4. Responding to a Microsoft Project Problem
          5. Opening Files Safely
    15. A. Installing Microsoft Office Project 2007
      1. Setting Up Project Standard or Project Professional 2007
        1. Understanding System Requirements
        2. Setting Up Project 2007
        3. Activating Project 2007
        4. Changing Your Project 2007 Setup
          1. Adding or Removing Features
          2. Repairing Microsoft Project
          3. Removing Microsoft Project from Your Computer
      2. Understanding Issues for Project Server 2007 Setup
        1. Understanding the Components of Microsoft Enterprise Project Management
        2. Analyzing Your Project Server Requirements
        3. Understanding System Requirements for Enterprise Project Management
        4. Finding Resources for Enterprise Project Management Setup
    16. B. Online Resources for Microsoft Project
      1. Microsoft-Sponsored Resources
      2. Independent Resources
    17. C. Keyboard Shortcuts
    18. D. Index to Troubleshooting Topics
    19. E. About the Authors
    20. Index
    21. About the Author
    22. SPECIAL OFFER: Upgrade this ebook with O’Reilly

Product information

  • Title: Microsoft® Office Project 2007 Inside Out
  • Author(s):
  • Release date: February 2007
  • Publisher(s): Microsoft Press
  • ISBN: 9780735623279