book

Microsoft® Office Project 2007 Inside Out

Name: Microsoft® Office Project 2007 Inside Out
Author: Teresa S. Stover
ISBN: 9780735623279

by Teresa S. Stover

February 2007

Beginner

1104 pages

28h 39m

English

Microsoft Press

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Microsoft® Office Project 2007 Inside Out
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A Note Regarding Supplemental Files
Your All-in-One Resource
Acknowledgments
About the CD
What’s On the CD
System Requirements
Support Information
Conventions and Features Used in This Book
Text Conventions
Design Conventions

I. Project Fundamentals
1. Introducing Microsoft Office Project 2007
Using This Book
Using Microsoft Project—An Overview
Microsoft Office Project Standard 2007Microsoft Office Project Professional 2007Microsoft Office Project Server 2007Microsoft Office Project Web AccessMicrosoft Office Project Portfolio Server 2007
What’s New in Microsoft Office Project 2007
What’s New in Microsoft Office Project Standard 2007Planning and SchedulingTracking Resource Work and CostsViewing and Reporting on Project InformationWhat’s New in Microsoft Office Project Professional 2007Planning and SchedulingTracking Resource Work and TimeViewing and Reporting on Project InformationWhat’s New in Project Server 2007 and Project Web AccessPlanning and SchedulingTracking Resource Work and TimeViewing and Reporting on Project Information
Learning As You Go
Working with the Project GuideGetting HelpSearch for a Specific TopicBrowsing Project Help ContentsGetting Help for Project FieldsGetting Help for Dialog BoxesFinding Project Assistance on the WebJoining a Project Discussion GroupWorking with Project Smart Tags
2. Understanding Projects and Project Management
Understanding Project Management BasicsWhat Is a Project?What Is Project Management?
Understanding Project Management Processes
Planning the ProjectExecuting the ProjectControlling the ProjectClosing the Project
Facilitating Your Project with Microsoft Project
Creating a Model of Your ProjectPlanning Your Project in Microsoft ProjectExecuting and Controlling Your Project in Microsoft ProjectClosing Your Project in Microsoft ProjectWorking with Your Team Through Microsoft ProjectUsing Microsoft Project in Your Enterprise
Working with the Project Stakeholders
Keys to Successful Project Management
II. Developing the Project Plan
3. Starting a New Project
Focusing the Project VisionDefining ScopeUnderstanding Product Scope and Project ScopeDeveloping the Scope Statement
Creating a New Project Plan
Creating a Project FileCreating a New Project with a TemplateCreating a New Project from an Existing ProjectSaving Your New ProjectScheduling from a Start or Finish DateSetting Your Project CalendarApplying a Base Calendar to the Project CalendarModifying a Base CalendarSpecifying the Normal Work Week for a Base CalendarSetting Up an Alternative Work WeekSetting Up Holidays and Other One-Time Calendar ExceptionsSetting Up a Recurring Calendar ExceptionCreating a New Base CalendarAttaching Project DocumentationShowing the Project Summary TaskCopying a Document into Your Project FileHyperlinking a Document to Your Project File
Entering Tasks
Adding Tasks to Your Project PlanImporting Tasks from an Excel WorksheetEntering Recurring Tasks
Sequencing and Organizing Tasks
Moving TasksInserting Additional TasksCopying TasksDeleting TasksUndoing Multiple Edits
Organizing Tasks into an Outline
Setting Up Your Work Breakdown Structure
Understanding Work Breakdown Structure CodesSetting Up Work Breakdown Structure Codes
Adding Supplementary Information to Tasks
4. Viewing Project Information
Understanding Project Information Categories
Accessing Your Project Information
Using ViewsWorking with Gantt ChartsWorking with Network DiagramsWorking with Graph ViewsWorking with Sheet ViewsWorking with Usage ViewsWorking with FormsWorking with Combination ViewsWorking with TimescalesUsing TablesViews That Use TablesChanging the Table in a ViewModifying a TableUsing Fields
Rearranging Your Project Information
Sorting Project InformationGrouping Project InformationFiltering Project Information
Arranging Your Microsoft Project Window
Setting Your Default ViewShowing and Hiding Screen ElementsSplitting a WindowSwitching Among Open Projects
Navigating to a Specific Location in a View
5. Scheduling Tasks
Setting Task DurationsDeveloping Reliable Task Duration EstimatesUnderstanding Estimated vs. Confirmed DurationsEntering DurationsUnderstanding How Durations Affect SchedulingReviewing DurationsCalculating Your Most Probable Duration
Establishing Task Dependencies
Creating the Finish-to-Start Task DependencyUnderstanding the Dependency TypesDelaying Linked Tasks by Adding Lag TimeOverlapping Linked Tasks by Adding Lead TimeChanging or Removing LinksReviewing Task Dependencies
Scheduling Tasks to Achieve Specific Dates
Understanding Constraint TypesChanging ConstraintsWorking with Flexible and Inflexible ConstraintsFlexible ConstraintsModerately Flexible ConstraintsInflexible ConstraintsReviewing Constraints
Setting Deadline Reminders
Creating Milestones in Your Schedule
Working with Task Calendars
Setting Up the Task CalendarAssigning a Base Calendar to a Task
Seeing Feedback on Scheduling Changes
Highlighting the Ripple Effects of Schedule ChangesReviewing the Factors That Affect a Task Start Date
6. Setting Up Resources in the Project
Understanding the Impact of Resources in the Project Plan
Adding Resources to the Project
Entering Resources in the Resource SheetAdding Work Resources to the ProjectAdding Resources from Your E-Mail Address BookUsing Resource Information from Office ExcelAdding Material Resources to the ProjectAdding Cost Resources to the ProjectWhat Are Cost Resources?Identifying a Resource as a Cost Resource
Removing a Resource from the Project
Identifying Tentative, Generic, or Budget Resources
Proposing Tentative ResourcesUsing Generic Resources as a PlaceholderSpecifying a Budget Resource
Setting When Resources Are Available for Work
Setting Working Times and Days Off for Work ResourcesViewing a Resource CalendarApplying a Different Base Calendar to a ResourceModifying a Resource CalendarCreating a New Base Calendar for ResourcesSpecifying Resource Availability with Max Units
Adding Detailed Resource Information
Working with Supplemental Resource FieldsSpecifying Contact InformationAdding a Note Regarding a ResourceHyperlinking to Resource Information
7. Assigning Resources to Tasks
Assigning Work Resources to TasksCreating Work Resource AssignmentsAdding and Assigning Resources at the Same TimeFinding the Right Resources for the JobUnderstanding Assignment Calculations
Assigning Material Resources to Tasks
Assigning Cost Resources to Tasks
Reviewing Assignment Information
Showing Assignments by Task or ResourceShowing Assignment Information Under a Task View
Changing Resource Assignments
Controlling Changes with Effort-Driven SchedulingControlling Schedule Changes with Task TypesUnderstanding the Fixed Units Task TypeUnderstanding the Fixed Work Task TypeUnderstanding the Fixed Duration Task TypeChanging the Task Type
Contouring Resource Assignments
8. Planning Resource and Task Costs
Working with Costs and Budgeting
Planning Resource Costs
Setting Costs for Work ResourcesSpecifying Variable Work Resource CostsSpecifying Fixed Resource CostsSetting Costs for Material ResourcesSetting Multiple Costs for a ResourceSetting Cost AccrualEntering Costs for Cost Resource Assignments
Planning Fixed Task Costs
Reviewing Planned Costs
Reviewing Assignment CostsReviewing Resource CostsReviewing Task CostsReviewing the Total Planned Cost for the Project
Setting Up and Reviewing a Project Budget
Creating Budget ResourcesAssigning Budget Resources to the Project Summary TaskEntering Budget Values for the Budget ResourcesAligning Resources with their Budget Resource TypeComparing Resource Costs with Budget Resource Values
Setting a Different Currency
Setting Up a Different Currency in Your ComputerSetting Up a Different Currency in Microsoft Project
9. Checking and Adjusting the Project Plan
Working with the Critical Path and Critical TasksUnderstanding Slack Time and Critical TasksViewing the Critical Path
Bringing in the Project Finish Date
Viewing Finish Dates and the Critical PathChecking Your Schedule AssumptionsChecking and Adjusting Date ConstraintsChecking and Adjusting Task DependenciesChecking and Adjusting DurationsChecking Task DriversAdjusting Resource Settings to Bring in the Finish DateChecking and Adjusting Resource AvailabilityAdding Resources to Decrease Duration
Reducing Project Costs
Viewing Project CostsReviewing Total Cost Using Project StatisticsReviewing Costs with the Cost TableComparing Resource Costs Against Budget Resource ValuesGenerating Cost ReportsSorting Tasks or Resources by CostFiltering Tasks or Resources by CostChecking Your Cost AssumptionsAdjusting the Schedule to Reduce CostsAdjusting Assignments to Reduce CostsAdjusting Cost Resources
Balancing Resource Workloads
Viewing Resource WorkloadsAdjusting Resource AvailabilityAdjusting AssignmentsAdding More Resources to TasksReplacing Overallocated ResourcesDelaying a Task or AssignmentSpecifying Overtime Work to Account for OverallocationsSplitting TasksLeveling AssignmentsSetting Leveling PrioritiesLeveling Resources with Standard DefaultsSetting Leveling OptionsChecking the Results of Leveling
Changing Project Scope
Reviewing the Impact of Changes
Obtaining Buyoff on the Project Plan
III. Tracking Progress
10. Setting a Baseline and Updating Progress
Saving Original Plan Information Using a BaselineSetting a BaselineReviewing Baseline InformationSaving Additional BaselinesReviewing Multiple BaselinesSaving Additional Scheduled Start and Finish DatesClearing a Baseline
Updating Task Progress
Choosing the Best Method for Entering ActualsUpdating Progress with Task Scheduling ControlsEntering Percentage CompleteEntering Actual and Remaining DurationEntering Actual Start and Actual FinishUsing Resource Work to Update ProgressEntering Percentage Work CompleteEntering Actual Work Complete and Remaining WorkEntering Actual Work by Time PeriodRescheduling the Project
Updating Actual Costs
Updating Actual Costs for Work ResourcesUpdating Actual Costs for Material ResourcesUpdating Actuals for Cost ResourcesUpdating Actuals for Fixed Costs on TasksManually Updating Project Costs
11. Responding to Changes in Your Project
Monitoring and Adjusting the ScheduleMonitoring Schedule ProgressReviewing Overall Schedule ProgressReviewing Schedule VariancesReviewing the Critical PathReviewing Task ProgressShowing Progress LinesCorrecting the Schedule
Monitoring and Adjusting Costs
Monitoring Project CostsReviewing Overall Cost TotalsReviewing Cost VariancesReviewing Overbudget CostsReviewing Cost Performance by Using Earned Value AnalysisReviewing Budget StatusRealigning the Project with the Budget
Monitoring and Adjusting Resource Workload
Monitoring Resource WorkloadReviewing Overall Work TotalsReviewing Work VariancesReviewing Overbudget WorkReviewing Resource AllocationBalancing the Resource Workload
IV. Reporting and Analyzing Project Information
12. Reporting Project Information
Establishing Your Communications Plan
Using Views to Report Project Information
Setting Up and Printing ViewsGetting Assistance from the Report Project Guide
Generating Text and Visual Reports
Working with Text-Based ReportsWorking with Visual Reports in Excel and Visio
Running Reports for Your Requirements
Summarizing with Overview ReportsUsing the Project Summary ReportUsing the Top-Level Tasks ReportUsing the Critical Tasks ReportUsing the Critical Tasks Status Report in VisioUsing the Milestones ReportUsing the Working Days ReportFocusing on Tasks with Schedule Progress ReportsUsing the Unstarted Tasks ReportUsing the Tasks Starting Soon ReportUsing the Tasks In Progress ReportUsing the Completed Tasks ReportUsing the Should Have Started Tasks ReportUsing the Slipping Tasks ReportUsing the Baseline Report in VisioUsing the Baseline Work Report in ExcelUsing the Task Status Report in VisioUsing the Budget Work Report in ExcelAnalyzing Budget Status with Cost ReportsUsing the Cash Flow ReportUsing the Cash Flow Report in ExcelUsing the Cash Flow Report in VisioUsing the Baseline Cost Report in ExcelUsing the Budget ReportUsing the Budget Cost Report in ExcelUsing the Resource Cost Summary Report in ExcelUsing the Overbudget Tasks ReportUsing the Overbudget Resources ReportUsing the Earned Value ReportUsing the Earned Value Over Time Report in ExcelEvaluating Resource Allocation with Assignment ReportsUsing the Who Does What ReportUsing the Who Does What When ReportUsing the To-Do ListUsing the Overallocated Resources ReportUsing the Resource Availability Report in VisioUsing the Resource Work Availability Report in ExcelUsing the Task Usage ReportUsing the Resource Usage ReportUsing the Resource Work Summary Report in ExcelUsing the Resource Remaining Work Report in ExcelUsing the Resource Status Report in Visio
Revising a Built-In Report
Modifying a Text ReportCopying an Existing Text ReportModifying an Existing Text ReportAdjusting the Page Setup of a ReportModifying a Visual Report
Building a Custom Report
Creating a New Text ReportCreating a New Visual Report Template
Saving Project Data Fields
Saving the Reporting CubeSaving the Reporting Database
13. Analyzing Progress Using Earned Value
Generating Earned Value DataSetting the BaselineEntering ActualsSpecifying the Status Date
Reviewing Earned Value Data
Working with Earned Value TablesUnderstanding the Earned Value FieldsGenerating the Earned Value Text ReportGenerating the Earned Value Over Time Visual Report
V. Managing Multiple Projects
14. Managing Master Projects and Resource Pools
Structuring Master Projects with SubprojectsSetting Up a Master ProjectInserting Projects into a Master ProjectBreaking a Large Project into SubprojectsWorking with Subproject InformationChanging Subproject Information to Read-OnlyViewing the Critical Path in a Master ProjectUnlinking a Subproject from Its Source FileRemoving a Subproject from the Master Project
Consolidating Project Information
Sharing Resources by Using a Resource Pool
Setting Up a Resource PoolLinking a Project to Your Resource PoolChecking Availability of Resource Pool ResourcesUpdating Resource Pool InformationDisconnecting a Resource Pool from a Project Plan
15. Exchanging Information Between Project Plans
Linking Information Between Project PlansLinking Tasks Between Different ProjectsReviewing Cross-Project LinksUpdating Cross-Project LinksRemoving Cross-Project Links
Copying and Moving Information Between Projects
Copying and Moving Task and Resource InformationCopying Fields Between Projects
Copying Project Elements by Using the Organizer
Copying an Element from a Project to the Global TemplateCopying an Element Between Two Projects
VI. Integrating Microsoft Project with Other Programs
16. Exchanging Information with Other Applications
Copying InformationCopying from Microsoft Project to Another ApplicationCopying from Another Application to Microsoft ProjectCopying a Picture of a ViewCapturing a View for Word, PowerPoint, or VisioCapturing a View for Other Applications
Embedding Information
Embedding from Microsoft Project to Another ApplicationEmbedding an Existing Microsoft Project FileCreating a New Microsoft Project File as an Embedded ObjectWorking with the Embedded Microsoft Project FileEmbedding from Another Application to Microsoft ProjectEmbedding an Object in the Gantt ChartEmbedding an Object in a NoteCreating a New Object to Embed in the ProjectWorking with the Embedded Object in the Project
Linking Information
Linking from Microsoft Project to Another ApplicationLinking from Another Application to Microsoft Project
Hyperlinking to Documents in Other Applications
Importing and Exporting Information
Updating Security Settings to Allow Data Import and ExportImporting Information into Microsoft ProjectExporting Information from Microsoft ProjectWorking with Microsoft Project and XML FilesImporting and Exporting Database Information
17. Integrating Microsoft Project with Microsoft Excel
Copying Between Microsoft Project and ExcelCopying Information from ExcelCopying Sheet Information from ExcelCopying Graphics from ExcelCopying Information to ExcelCopying Sheet Information to ExcelCopying Graphics to Excel
Embedding Between Microsoft Project and Excel
Embedding an Excel Object in Microsoft ProjectEmbedding Copied Excel Information in a Microsoft Project FileEmbedding an Entire Excel File in a Microsoft Project FileCreating a New Excel Object in Microsoft ProjectWorking with an Embedded Excel ObjectEmbedding a Microsoft Project File in ExcelEmbedding an Existing Microsoft Project File in ExcelCreating a New Microsoft Project File in ExcelWorking with the Embedded Microsoft Project File
Linking Between Microsoft Project and Excel
Linking from Excel to Microsoft ProjectLinking from Microsoft Project to ExcelWorking with a Linked ObjectEditing Linked InformationUpdating Linked ObjectsViewing Links
Importing and Exporting with Excel
Importing from Excel to Microsoft ProjectImporting a Project Task List from ExcelImporting Detailed Project Information from ExcelImporting from Excel Without a TemplateExporting from Microsoft Project to ExcelUpdating Security Settings to Allow Data ExportingExporting Selected Data to ExcelExporting Complete Project Data to ExcelRe-Using a Previously Saved Export Map
Producing a Visual Report of Project Data in Excel
Generating a Visual Report from a Built-In TemplateCreating and Editing Visual Report Templates in ExcelEditing a Built-In Visual Report Template for ExcelCreating a New Visual Report Template for ExcelConfiguring a Visual Report in Excel
18. Integrating Microsoft Project with Microsoft Outlook
Exchanging Task Information with OutlookAdding Outlook Tasks to Your Project PlanAdding Microsoft Project Tasks to Outlook Tasks
Building Your Resource List with Outlook
Sending Project File Information
Sending an Entire Project FileSending Selected Tasks or ResourcesRouting a Project FilePublishing the Project File to an Exchange Folder
19. Integrating Microsoft Project with Microsoft Visio
Creating a Visual Report of Project Data in VisioGenerating a Built-in Visual Report for VisioConfiguring a Visual Report in VisioCreating and Editing Visual Report Templates in Visio
Presenting Microsoft Project Data with Visio
Showing Project Timeline Information in VisioDisplaying Project Information in a Visio Gantt Chart
Exporting Data from Visio to Microsoft Project
Exporting Timelines from Visio to Microsoft ProjectImporting Visio Gantt Charts to Microsoft Project
Representing Project Data in a Visio Diagram
Using the Visio Timeline TemplateConfiguring the Time Period and Time FormatConfiguring a Timeline IntervalConfiguring MilestonesExpanding a Portion of a TimelineSynchronizing Milestones and IntervalsUsing the Gantt Chart TemplateUsing the PERT Chart Template
VII. Managing Projects Across Your Enterprise
20. Understanding Enterprise Project Management
Who’s Who in Enterprise Project Management
Understanding the Components of EPM
Understanding the Role of Project ServerUnderstanding the Role of Project ProfessionalUnderstanding the Role of Project Web AccessPutting the Project Server Components Together
Understanding the EPM Workflow
Collaborating as a Project TeamStandardizing Enterprise ProjectsManaging Enterprise ResourcesAnalyzing Project Portfolios
21. Administering Your Enterprise Project Management Solution
Logging On and Off
Managing Users and Permissions
Understanding Groups, Categories, and PermissionsCreating a New User AccountRemoving a User from Your Project ServerViewing or Changing Permissions for User GroupsCreating a New Security TemplateCreating a New GroupCustomizing CategoriesSending Automated Alerts and Reminders to Users
Administering the Enterprise Resource Pool
Creating the Enterprise Resource PoolAdding Multiple Enterprise ResourcesAdding Resources by Synchronizing with Active DirectoryAdding an Individual Enterprise ResourceAdding a Team ResourceImporting Existing Local Resources to the Project ServerUpdating Resource InformationFinding and Selecting ResourcesModifying Enterprise Resource InformationRemoving a Resource from the Enterprise Resource Pool
Establishing the Enterprise Portfolio
Standardizing Enterprise Project Elements
Working with the Enterprise Global TemplateChanging the Enterprise GlobalCopying a Custom Element from a Project to the Enterprise GlobalCustomizing Enterprise Project FieldsEstablishing Custom FieldsAssociating Resource Codes with ResourcesCreating Calendars to Reflect Nonworking Times
Setting Up Team Member Work Pages
What’s the Difference Between My Tasks and My Timesheets?Understanding the My Tasks PageUnderstanding the My Timesheets PageWorking with Task Progress and TimesheetsDefining the Task Progress PageSetting the Update Method and RestrictionsClosing Tasks Against Further ReportingSetting the FieldsDefining the My Timesheets PageIdentifying the Reporting PeriodsSetting Timesheet Defaults and Update RestrictionsSetting Categories for Administrative TimeSetting the Billing Categories
Managing Pages, Views, and Reports
Creating and Managing Pages with Web PartsModifying a Built-In PageCreating a New PageDeleting a Custom Project Web Access PageIntegrating Project Information with Business ProcessesCreating and Managing ViewsModifying a Built-In ViewCreating a New View from a Copied ViewCreating a New View from ScratchDeleting a ViewCustomizing the Quick Launch Task BarSetting Up Project Report Cubes for Data Analysis
Managing and Maintaining the Server
22. Managing Enterprise Projects and Resources
Connecting to Your Project ServerSetting Up Project Professional for Your ServerLogging On via Project ProfessionalLogging On via Project Web AccessFinding Your Way AroundUsing the Quick Launch Task BarWorking with Pages and ControlsWorking with Tables
Working with Enterprise Projects
Creating a New Enterprise ProjectSaving a New Enterprise Project to the ServerImporting a Local Project to the ServerManaging Your Project Files on the ServerChecking Out an Enterprise ProjectSaving Changes in Your Enterprise Project FilePublishing Project Information to the Project ServerChecking In Your Enterprise Project FileWorking Offline with Enterprise ProjectsRefining Your Enterprise ProjectsReviewing the Enterprise Global TemplateWorking with Custom Enterprise FieldsSetting Up a Program of ProjectsDepending on Deliverables in Other ProjectsSetting Up a Dependency on a DeliverableChecking the Status of a DeliverableCreating a Deliverable
Building Your Enterprise Project Team
Finding Resources to Meet Your NeedsAdding Enterprise Resources by NameIdentifying Resource Attributes Using Custom Enterprise FieldsUsing Generic Resources as PlaceholdersAdding a Team Assignment Pool to Your Project Resource ListFinding Enterprise Resources That Meet Specific CriteriaReplacing an Existing Project Resource with an Enterprise ResourceMatching an Existing Project ResourceMatching and Replacing Generic ResourcesProposing Tentative ResourcesAssigning Tasks to Enterprise ResourcesIdentifying Assignment OwnersAssigning Status Managers
Collaborating with Your Project Team
Configuring Task Update OptionsChanging the Method of Progress ReportingSetting Up E-Mail Notifications and RemindersSetting Rules for Accepting UpdatesPublishing Project Information for ResourcesExchanging Task Progress Requests and UpdatesRequesting Progress UpdatesReviewing Task Updates from ResourcesIncorporating Task Updates into the ProjectRequesting and Receiving Status ReportsSetting Up and Requesting Status ReportsReviewing Text-Based Status ReportsTracking Billable and Nonbillable Time by Using TimesheetsReviewing and Approving TimesheetsReviewing and Approving Administrative TimeManaging Documents, Risks, and IssuesControlling Project DocumentsMitigating Project RisksMonitoring Project Issues
Creating Proposals and Activity Plans
Working with ProposalsCreating a ProposalViewing and Changing Proposal InformationAdding Resources to a ProposalConverting a Proposal to a ProjectCreating an Activity PlanCreating a Resource Plan for a Proposal or Activity Plan
23. Participating on a Team Using Project Web Access
Getting Started with Project Web AccessLogging On and OffFinding Your Way AroundUsing the Quick Launch Task BarWorking with Pages and ControlsWorking with Tables
Working on Your Assignments and Updates
Reviewing New and Changed AssignmentsReviewing New AssignmentsRejecting an AssignmentReviewing Changed AssignmentsReassigning a Task to Another ResourceAssigning Yourself to New TasksAssigning Yourself to an Existing TaskAssigning Yourself to a Team TaskProposing a New Project TaskCreating a To-Do List or Mini-Project Using an Activity PlanWorking with Your Assignment InformationViewing or Updating Assignment FieldsArranging Information in the TableViewing Your Tasks in a Gantt ViewRearranging Your AssignmentsGlimpsing the Big Project PictureTracking Assignments and Submitting Progress UpdatesTracking Progress InformationWorking with Progress Update RequestsSubmitting Progress Information
Submitting Text-Based Status Reports
Logging Time Using Timesheets
Working with Your TimesheetsCopying Items Between My Tasks and My TimesheetsRequesting Nonproject or Nonworking Time
Setting Up E-Mail, Reminders, and Calendars
Setting Your E-Mail Alerts and Home Page RemindersWorking with Project Tasks in OutlookSetting Up Project Web Access and Outlook IntegrationImporting Project Assignments into OutlookUpdating Assignments in Outlook
Managing Resources in Project Web Access
24. Making Executive Decisions Using Project Web Access
Getting Started with Project Web AccessLogging On and OffFinding Your Way Around
Viewing Project Portfolio Information
Working with Pages and ControlsWorking with TablesUnderstanding FieldsRearranging View InformationSorting InformationGrouping InformationFiltering Information
Working with the Project Portfolio
Viewing the Portfolio of ProjectsOpening a Project in Project ProfessionalReviewing Program InformationProject Workspaces and Documents, Issues, and RisksCreating a New ProjectCreating Proposals and Activity PlansCreating a Proposal or Activity PlanViewing or Changing a Proposal or Activity PlanAdding Resources to a Proposal or Activity PlanConverting a Proposal or Activity Plan to a Project
Working with Resource Information
Viewing the Enterprise Resource PoolViewing Resources for Specific ProjectsReviewing Resource AssignmentsReviewing Resource AvailabilityReviewing Resource PlansRequesting and Responding to Status ReportsRequesting a Status ReportReviewing the Compiled Status ReportResponding to a Status Report Request
Analyzing and Reporting on Project Information
Setting Your Alerts and Reminders
VIII. Customizing and Managing Project Files
25. Customizing Your View of Project Information
Customizing ViewsChanging the Content of a ViewCreating a New ViewChanging the Font for a ViewFormatting a Gantt Chart ViewFormatting the Appearance of Gantt BarsCreating a Gantt BarFormatting the Appearance of Gantt Bar TextFormatting the Layout of Gantt BarsFormatting the Appearance of GridlinesModifying a Network DiagramFormatting the Content and Appearance of BoxesChanging the Layout of BoxesModifying the Resource GraphModifying the Appearance of Resource Graph BarsChanging the Fields That Appear in the Resource GraphModifying the Calendar ViewModifying a Sheet ViewModifying a Usage ViewModifying the Timescale
Customizing Tables
Modifying the Columns in a TableModifying Other Table OptionsCreating a New Table
Customizing Fields
Customizing a FieldSpecifying Lookup Values for a Custom FieldCreating a Calculated FieldCalculating Group and Summary ValuesCalculating Values for Assignment RowsWorking with Graphical Indicators
Working with Outline Codes
Setting Up Outline CodesSelecting the Outline CodeDefining a Code MaskControlling Outline Code ValuesDefining a Lookup TableAssigning Outline CodesReviewing Your Tasks or Resources by Outline Code
Customizing Groups
Modifying a GroupCreating a New Group
Customizing Filters
Modifying a FilterCreating FiltersCreating Comparison FiltersCreating Filters with Multiple TestsCreating Interactive FiltersCustomizing AutoFilter Criteria
Sharing Customized Elements Among Projects
Working with the OrganizerCopying Customized ElementsRemoving Customized ElementsRenaming Customized ElementsRestoring Customized Elements to their Default State
26. Customizing the Microsoft Project Interface
Creating and Customizing ToolbarsCustomizing ToolbarsAdding and Removing Buttons on a ToolbarChanging the Properties of a ToolbarCreating ToolbarsDeleting ToolbarsModifying Button Images
Creating and Customizing Menus
Creating and Customizing Forms
Creating FormsAdding FieldsAdding TextAdding ButtonsAdding a Group BoxEditing FormsRenaming FormsDisplaying Custom Forms
27. Automating Your Work with Macros
Understanding MacrosWhat Is a Macro?Why Use Macros?
Creating Macros
Understanding the Record Macro Dialog BoxKnowing When to Say "When"Recording a MacroLooking at Macro Code
Running Macros
Creating Keyboard ShortcutsCreating Toolbar Buttons
28. Standardizing Projects Using Templates
Understanding the Template Types
Working with the Project Global Template
Working with Project Templates
Starting a New Project Using a TemplateCreating a New Project with a TemplateSaving Your New ProjectAdapting the Template to Your ProjectDownloading a Project Template from the WebCreating Your Own Project TemplateUpdating an Existing Template
Closing a Project
Analyzing Project PerformanceRecording Lessons LearnedSaving Acquired Project Knowledge
29. Managing Project Files
Opening Project FilesOpening a Saved ProjectOpening a Project from Your Local Computer or a Network DriveOpening an Enterprise Project FileOpening Projects Created in Previous Versions of Microsoft ProjectSearching for FilesAdding and Removing Project Summary Information
Saving Files
Saving a New Project to Your Local Computer or Network DriveSaving an Enterprise Project FileSpecifying the Default Save Location
Saving and Opening with Different File Formats
Safeguarding Your Project Files
Saving Project Files AutomaticallyBacking Up Your Project FilesProtecting Your Project Files with a PasswordResponding to a Microsoft Project ProblemOpening Files Safely
A. Installing Microsoft Office Project 2007
Setting Up Project Standard or Project Professional 2007Understanding System RequirementsSetting Up Project 2007Activating Project 2007Changing Your Project 2007 SetupAdding or Removing FeaturesRepairing Microsoft ProjectRemoving Microsoft Project from Your Computer
Understanding Issues for Project Server 2007 Setup
Understanding the Components of Microsoft Enterprise Project ManagementAnalyzing Your Project Server RequirementsUnderstanding System Requirements for Enterprise Project ManagementFinding Resources for Enterprise Project Management Setup
B. Online Resources for Microsoft Project
Microsoft-Sponsored Resources
Independent Resources
C. Keyboard Shortcuts
D. Index to Troubleshooting Topics
E. About the Authors
Index
About the Author
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Content preview from Microsoft® Office Project 2007 Inside Out

Sharing Customized Elements Among Projects

If you customize elements—such as tables, views, fields, or filters—in one project, you will probably want to use those elements in a new project. Some customized elements are stored in the project in which you create them, whereas others (menus and toolbars) are stored in the global template. In either case, you can copy elements to other projects or templates by using the Organizer. If you want a customized element available to every new project, use the Organizer to copy the element to the global template. In addition, you can use the Organizer to rename or remove elements from a project or template.

Note

For information about using the global template, see the section titled Working with the Project ...

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Sharing Customized Elements Among Projects

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