book

Microsoft® Project 2010 Inside Out

Name: Microsoft® Project 2010 Inside Out
Author: Teresa S. Stover, Bonnie Biafore, and Andreea Marinescu
ISBN: 9780735647855

by Teresa S. Stover, Bonnie Biafore, and Andreea Marinescu

May 2011

Intermediate to advanced

1320 pages

36h 27m

English

Microsoft Press

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Microsoft® Project 2010 Inside Out
Dedication
Introduction
Who This Book Is ForAssumptions About YouHow To Use This BookHow This Book Is OrganizedFeatures and Conventions Used in this BookText ConventionsDesign ConventionsAbout the Companion ContentAcknowledgmentsSupport and FeedbackErrata & SupportWe Want to Hear from YouStay in TouchYour Downlodable eBook
I. Project Fundamentals
1. Introducing Microsoft Project 2010
Using Project 2010—An OverviewProject Standard 2010Project Professional 2010Project Server 2010Project Web AppWhat’s New in Project 2010What’s New in Project Standard 2010Controlling the Project ScheduleAnalyzing and Troubleshooting the ScheduleCollaborating on Project DetailsViewing Project InformationWorking with Commands and ToolsWhat’s New in Project Professional 2010What’s New in Project Server 2010 and Project Web AppManaging PortfoliosPlanning Projects and Resource CapacityTracking Project Status and TimesheetsViewing Project InformationWorking with Commands and ToolsManaging the Project ServerUsing the Project RibbonMinimizing and Expanding the RibbonUsing Keyboard Shortcuts to Access CommandsFinding Lost CommandsLearning as You GoGetting HelpBrowsing Project Help ContentsSearching for a Specific TopicGetting Help for Project FieldsFinding Project Assistance on the WebFollowing Project 2010 through Social MediaJoining a Project ForumWorking with Indicators and Option Buttons
2. Understanding Projects and Project Management
Understanding Project Management BasicsWhat Is a Project?What Is Project Management?Understanding Project Management StagesInitiating and Planning the ProjectExecuting the ProjectMonitoring and Controlling the ProjectClosing the ProjectFacilitating Your Plan with Project 2010Creating a Model of Your ProjectPlanning with Project 2010Executing with Project 2010Monitoring and Controlling with Project 2010Closing with Project 2010Working with Your Team Through Project 2010Using Project 2010 in Your EnterpriseWorking with the Project StakeholdersKeys to Successful Project Management
II. Developing the Project Plan
3. Starting a New Project
Getting from Idea to Proposal to ProjectFocusing the Project VisionDefining ScopeUnderstanding Product Scope and Project ScopeDeveloping the Scope StatementCreating a New Project PlanCreating a Project FileCreating a New Project from a Blank Project FileCreating a New Project from 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 to Your Project FileHyperlinking a Document or Website to Your Project FileEntering TasksAdding Tasks to Your Project PlanImporting Tasks from an Excel WorksheetEntering Recurring TasksSequencing and Organizing TasksMoving TasksInserting Additional TasksCopying TasksDeleting TasksUndoing Multiple EditsOrganizing Tasks into an OutlineSetting Up Your Work Breakdown StructureUnderstanding Work Breakdown Structure CodesShowing Outline Numbers as Basic WBS CodesCreating a Custom WBS CodeSetting Up Work Breakdown Structure CodesAdding Supplementary Information to Tasks
4. Viewing Project Information
Understanding Project Information CategoriesAccessing Your Project InformationSwitching Between ViewsSwitching to Frequently Used ViewsSeeing the List of All Available ViewsShowing the View BarUsing ViewsScheduling with Gantt ChartsHighlighting Tasks with the TimelineFlowcharting with Network DiagramsVisualizing the Project with the CalendarReviewing Assignments with the Team PlannerCharting Team Availability with the Resource GraphTabling with Sheet ViewsTimesheeting with Usage ViewsSeeing Details with FormsCross-Referencing with Combination ViewsUsing TablesSheet and Table ReferenceTable Definition ReferenceChanging the Table in a ViewModifying a TableUsing FieldsArranging Your Project 2010 WindowSetting Your Default ViewUsing the Zoom SliderAdjusting a TimescaleShowing and Hiding Screen ElementsSplitting a WindowSwitching Between Open ProjectsNavigating to a Specific Location in a ViewRearranging Your Project InformationOrdering Project Information with a SortGrouping Project Information into CategoriesSeeing Only What You Need by Filtering
5. Scheduling Tasks Manually or Automatically
Manually Scheduling TasksAutomatically Scheduling TasksMixing Manual and Automatic Tasks in a Project PlanSwitching Task Scheduling ModesChanging Scheduling DefaultsSwitching the Task Mode Default for New Tasks in a PlanSwitching the Task Mode Default for a New Project PlanSwitching the Task Mode Default for All New Project Plans

6. Building Your Schedule
Setting Task DurationsDeveloping Reliable Task Duration EstimatesUnderstanding Estimated vs. Confirmed DurationsEntering DurationsUnderstanding How Durations Affect SchedulingReviewing DurationsEstablishing Task DependenciesCreating 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 DependenciesScheduling Tasks to Achieve Specific DatesUnderstanding Constraint TypesChanging ConstraintsWorking with Flexible and Inflexible ConstraintsFlexible ConstraintsModerately Flexible ConstraintsInflexible ConstraintsReviewing ConstraintsSetting Deadline RemindersCreating Milestones in Your ScheduleWorking with Task CalendarsSetting Up the Task CalendarAssigning a Base Calendar to a TaskSeeing Feedback on Scheduling ChangesHighlighting the Ripple Effects of Schedule ChangesReviewing the Factors That Affect Task Scheduling
7. Setting Up Resources in the Project
Understanding the Impact of Resources in the PlanAdding Resources to the ProjectEntering Resources in the Resource SheetAdding Work Resources to the ProjectAdding Resources from Your E-Mail Address BookUsing Resource Information from ExcelAdding Material Resources to the ProjectAdding Cost Resources to the ProjectWhat Are Cost Resources?Identifying a Resource as a Cost ResourceRemoving a Resource from the ProjectIdentifying Tentative, Generic, or Budget ResourcesProposing Tentative ResourcesUsing Generic Resources as a PlaceholderSpecifying a Budget ResourceSetting When Resources Are Available for WorkSetting 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 UnitsAdding Detailed Resource InformationWorking with Supplemental Resource FieldsSpecifying Contact InformationAdding a Note Regarding a ResourceHyperlinking to Resource Information
8. Assigning Resources to Tasks
Assigning Work Resources to TasksCreating Work Resource AssignmentsAdding and Assigning Resources at the Same TimeFinding the Right Resources for the JobUsing the Team Planner to Assign ResourcesAssigning Resources in the Team PlannerScheduling Tasks in the Team PlannerRescheduling or Reassigning Tasks in the Team PlannerPreventing Overallocations by Using the Team PlannerReviewing Task Details in the Team PlannerUnderstanding Assignment CalculationsAssigning Material Resources to TasksAssigning Cost Resources to TasksReviewing Assignment InformationShowing Assignments by Task or ResourceShowing Assignment Information Under a Task ViewChanging Resource AssignmentsContouring Resource Assignments
9. Planning Resource and Task Costs
Planning Resource CostsSetting 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 AssignmentsPlanning Fixed Costs for TasksReviewing Planned CostsReviewing Assignment CostsReviewing Resource CostsReviewing Task CostsReviewing the Total Planned Cost for the ProjectSetting Up and Reviewing a Project BudgetCreating 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 ValuesSetting a Different CurrencySetting Up a Different Currency on Your ComputerSetting Up a Different Currency in Project 2010
10. Checking and Adjusting the Project Plan
Working with the Critical Path and Critical TasksUnderstanding Slack Time and Critical TasksViewing the Critical PathControlling Schedule Changes with Task TypesShould a Task Have Effort-Driven Scheduling?When Should a Task Have Fixed Units?When Should a Task Have Fixed Work?When Should a Task Have Fixed Duration?Understanding Schedule Changes Based on Task TypeChanging the Task TypeBringing in the Project Finish DateViewing Finish Dates and the Critical PathChecking Your Schedule AssumptionsChecking and Adjusting Date ConstraintsChecking and Adjusting Dates on Manually Scheduled TasksChecking and Adjusting Task DependenciesChecking and Adjusting DurationsReviewing Scheduling Factors with the Task InspectorAdjusting Resource Settings to Bring in the Finish DateChecking and Adjusting Resource AvailabilityAdding Resources to Decrease DurationReducing Project CostsViewing 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 ResourcesBalancing Resource WorkloadsViewing Resource WorkloadsAdjusting Resource AvailabilityAdjusting AssignmentsAdding More Resources to TasksMoving Assignments to Adjust for OverallocationsReplacing Overallocated ResourcesDelaying a Task or AssignmentSpecifying Overtime Work to Account for OverallocationsSplitting TasksPreventing Overallocations Using the Team PlannerLeveling AssignmentsSetting Leveling PrioritiesLeveling Resources with Standard DefaultsSetting Leveling OptionsUnderstanding Leveling OptionsChecking the Results of LevelingChanging Project ScopeReviewing the Impact of ChangesObtaining Buyoff on the Project Plan
III. Tracking Progress
11. Setting a Baseline and Updating Progress
Saving Original Plan Information Using a BaselineSetting a BaselineSetting the Project BaselineSetting the Baseline for Newly Added TasksReviewing Baseline InformationSaving Additional BaselinesReviewing Multiple BaselinesSaving Additional Scheduled Start and Finish DatesClearing a BaselineUpdating Task ProgressChoosing 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 PeriodUpdating Progress Using a Different Status DateMarking Tasks Exactly on TrackUpdating Actual CostsUpdating Actual Costs for Work ResourcesUpdating Actual Costs for Material ResourcesUpdating Actuals for Cost ResourcesUpdating Actuals for Fixed Costs on TasksManually Updating Project Costs
12. 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 ScheduleRescheduling the ProjectRescheduling Selected TasksRescheduling All Uncompleted TasksRescheduling the Entire ProjectMonitoring and Adjusting CostsMonitoring Project CostsReviewing Overall Cost TotalsReviewing Cost VariancesReviewing Overbudget CostsReviewing Cost Performance by Using Earned Value AnalysisReviewing Budget StatusRealigning the Project with the BudgetMonitoring and Adjusting Resource WorkloadMonitoring Resource WorkloadReviewing Overall Work TotalsReviewing Work VariancesReviewing Overbudget WorkReviewing Resource AllocationBalancing the Resource Workload
IV. Reporting and Analyzing Project Information
13. Reporting Project Information
Establishing Your Communications PlanUsing Views to Report Project InformationSetting Up and Printing ViewsSpecifying Options for Printed ViewsDrawing in a Gantt ViewGenerating Text and Visual ReportsWorking with Text-Based ReportsWorking with Visual Reports in Excel and VisioGenerating the Right ReportsSummarizing 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 VisioRevising a Built-In ReportModifying a Text ReportCopying an Existing Text ReportModifying an Existing Text ReportAdjusting the Page Setup of a ReportModifying a Visual ReportBuilding a Custom ReportCreating a New Text ReportCreating a New Visual Report TemplateSaving Project Data FieldsSaving the Reporting CubeSaving the Reporting DatabaseSharing Project Reports ElectronicallySaving a View as a PDF FileSaving a Report as a PDF FilePosting Project Information on a Web PageSaving a Project Plan as an XML FileSaving a View as a Graphic Image
14. Analyzing Progress Using Earned Value
Generating Earned Value DataSetting the BaselineEntering ActualsSpecifying the Status DateReviewing Earned Value DataWorking with Earned Value TablesUnderstanding the Earned Value FieldsGenerating the Earned Value Text ReportGenerating the Earned Value Over Time Visual Report
V. Managing Multiple Projects
15. 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 ProjectConsolidating Project InformationOpening Multiple Project Files as a SetAccessing the Save Workspace CommandCreating the Project Workspace FileSharing Resources by Using a Resource PoolSetting 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
16. Exchanging Information Between Project Plans
Copying and Moving Information Between ProjectsCopying and Moving Task and Resource InformationCopying Fields Between ProjectsCopying Project Elements by Using the OrganizerCopying an Element from a Project to the Global TemplateCopying an Element Between Two ProjectsLinking Information Between Project PlansLinking Tasks Between Different ProjectsReviewing Cross-Project LinksUpdating Cross-Project LinksRemoving Cross-Project Links
VI. Integrating Project 2010 with Other Programs
17. Exchanging Information with Other Applications
Copying InformationCopying from Project 2010 to Another ApplicationCopying from Another Application to Project 2010Copying a Picture of a ViewCapturing a View for Other ApplicationsCopying the Timeline for Other ApplicationsEmbedding InformationEmbedding from Project 2010 to Another ApplicationEmbedding an Existing Project 2010 FileCreating a New Project 2010 File as an Embedded ObjectWorking with an Embedded Project 2010 FileEmbedding from Another Application to Project 2010Inserting a Graphic or Other Object in the Gantt ChartEmbedding an Object in a NoteCreating a New Object to Embed in the ProjectWorking with the Embedded Object in the ProjectLinking InformationLinking from Project 2010 to Another ApplicationLinking from Another Application to Project 2010Linking Text or Numbers to a Project TableLinking a Graphic or Other Object into Your Project PlanUpdating Links in Your ProjectHyperlinking to Websites or Other DocumentsCreating a HyperlinkFollowing a HyperlinkRemoving a HyperlinkImporting and Exporting InformationUpdating Security Settings to Allow Data Import and ExportImporting Information into Project 2010Exporting Information from Project 2010Saving Your Project Plan as a PDF FileWorking with Project 2010 and XML FilesImporting and Exporting Database Information
18. Integrating Project 2010 with Excel
Copying Between Project 2010 and ExcelCopying Information from ExcelCopying Sheet Information from ExcelCopying Graphics from ExcelCopying Information to ExcelCopying Sheet Information to ExcelCopying Graphics to ExcelEmbedding Between Project 2010 and ExcelEmbedding an Excel Object in Project 2010Embedding Copied Excel Information in a Project 2010 FileEmbedding an Entire Excel File in a Project 2010 FileCreating a New Excel Object in Project 2010Working with an Embedded Excel ObjectEmbedding a Project 2010 File in ExcelEmbedding an Existing Project 2010 File in ExcelCreating a New Project 2010 File in ExcelWorking with the Embedded Project 2010 FileLinking Between Project 2010 and ExcelLinking from Excel to Project 2010Linking from Project 2010 to ExcelWorking with a Linked ObjectEditing Linked InformationUpdating Linked ObjectsViewing LinksImporting and Exporting with ExcelImporting from Excel to Project 2010Building a Project Task List in ExcelBuilding Detailed Project Information in ExcelImporting from ExcelExporting from Project 2010 to ExcelExporting Selected Data to ExcelExporting Complete Project Data to ExcelReusing a Previously Saved Export MapProducing a Visual Report of Project Data in ExcelGenerating a Visual Report from a Built-in TemplateConfiguring a Visual Report in ExcelCreating and Editing Visual Report Templates in ExcelEditing a Built-In Visual Report Template for ExcelCreating a New Visual Report Template for Excel
19. Integrating Project 2010 with 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 VisioPresenting Project 2010 Data with VisioShowing Project Timeline Information in VisioDisplaying Project Information in a Visio Gantt ChartExporting Data from Visio to Project 2010Exporting Timelines from Visio to Project 2010Exporting Visio Gantt Charts to Project 2010Representing Project Data in a Visio DiagramUsing 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
20. Integrating Project 2010 with Outlook
Exchanging Task Information with OutlookAdding Outlook Tasks to Your Project PlanAdding Project 2010 Tasks to Outlook TasksBuilding Your Resource List with OutlookSending Project File InformationSending an Entire Project FileRouting a Project FilePublishing the Project File to an Exchange Folder
21. Collaborating as a Team by Using SharePoint
Creating a Project Tasks List on a SharePoint SiteExchanging Project Information with SharePointSaving and Synchronizing SharePoint Tasks List ProjectCreating a New SharePoint Tasks List from a Project PlanSynchronizing Changes Between Project and SharePointSynchronizing Changes and Resolving Sync ConflictsMapping Fields Between Project and SharePointOpening and Viewing Connected Project InformationCollaborating with Team Members on Task UpdatesAssigning Tasks to Team MembersAssigning Resources in SharePointAssigning Resources in ProjectUpdating Task ProgressUpdating Task Progress in SharePointUpdating Task Progress in Project
VII. Managing Projects Across Your Enterprise
22. Understanding Enterprise Project Management
Why Use Enterprise Project Management?Who’s Who in Enterprise Project ManagementUnderstanding the Components of Enterprise Project ManagementUnderstanding Project Server ArchitectureUnderstanding the Role of Project ProfessionalUnderstanding the Role of Project Web AppPutting the Components TogetherUnderstanding Project Portfolio ManagementUnderstanding the Enterprise Project Management Project Life CycleCollaborating as a Project TeamStandardizing Enterprise ProjectsManaging Enterprise Resources
23. Administering Your Enterprise Project Management Solution
Signing In and OutConfiguring Project Server SecurityUnderstanding Groups, Categories, and PermissionsCreating a User AccountDeactivating a UserViewing or Changing Permissions for User GroupsCreating a Security TemplateCreating a GroupCustomizing CategoriesAdministering the Enterprise Resource PoolCreating 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 PoolEstablishing the Enterprise PortfolioSetting Up Project WorkflowsManaging Workflow PhasesManaging Workflow StagesConfiguring Enterprise Project TypesStandardizing Enterprise Project ElementsWorking 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 TimesSetting Up Team Member Work PagesWhat’s the Difference Between Tasks and Timesheets?Understanding the Tasks PageUnderstanding the Timesheet PageWorking with Task Progress and TimesheetsWorking with Timesheet Single-Entry ModeDefining the Task Progress PageSetting the Update Method and RestrictionsClosing Tasks Against Further ReportingSetting the FieldsDefining the Timesheet PageIdentifying the Reporting PeriodsSetting Timesheet Defaults and Update RestrictionsSetting Categories for Administrative TimeSetting the Billing CategoriesManaging Pages, Views, and ReportsCreating and Managing Pages with Web PartsModifying a Built-In PageCreating a PageDeleting a Custom PageCreating and Managing ViewsModifying a Built-In ViewCreating a New View from a Copied ViewCreating a View from ScratchDeleting a ViewCustomizing the Quick LaunchSending Automated Alerts and Reminders to Users
24. Managing Enterprise Projects and Resources
Connecting to Your Project ServerSetting Up Project Professional with Project ServerLogging On via Project ProfessionalSigning In via Project Web AppFinding Your Way AroundUsing the Quick LaunchWorking with Pages and ControlsWorking with TablesWorking with Enterprise ProjectsCreating a New Enterprise ProjectCreating an Enterprise Project by Using Project ProfessionalCreating an Enterprise Project by Using Project Web AppSaving Changes for Your Enterprise ProjectPublishing Project Information to the Project ServerPublishing a Project In Project ProfessionalPublishing a Project In Project Web AppManaging Your Files on the Project ServerChecking Out an Enterprise ProjectChecking In Projects from Project ProfessionalChecking In Projects in Project Web AppWorking 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 DeliverableFollowing a Project WorkflowInitiating a Project ProposalWorking Through the Define Phase and BeyondBuilding Your Enterprise Project TeamFinding Resources to Meet Your NeedsBuilding Your Project Team in Project ProfessionalBuilding Your Project Team in Project Web AppIdentifying Resource Attributes by Using Custom Enterprise FieldsUsing Generic Resources as PlaceholdersAdding a Team Assignment Pool to Your Project Resource ListFinding Enterprise Resources That Meet Specific CriteriaReview Resource Assignments and AvailabilityReplacing 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 ManagersCollaborating with Your Project TeamPublishing Project Information for ResourcesExchanging Task Progress InformationSetting Up Task UpdatesReviewing Task Updates from ResourcesIncorporating Task Updates into the ProjectRequesting and Receiving Text-Based Status ReportsRequesting Text-Based Status ReportsReviewing Text-Based Status ReportsTracking Billable and Nonbillable Time by Using TimesheetsReviewing and Approving TimesheetsReviewing and Approving Administrative TimeConfiguring Task Update OptionsSetting Up E-Mail Notifications and RemindersSetting Rules for Accepting UpdatesManaging Documents, Risks, and IssuesControlling Project DocumentsMitigating Project RisksMonitoring Project Issues
25. Participating on a Team Using Project Web App
Getting Started with Project Web AppSigning In and Out of Project Web AppFinding Your Way AroundUsing the Quick LaunchWorking with Pages and ControlsWorking with TablesWorking with Your AssignmentsReviewing 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 TaskWorking with Your Task InformationViewing and Arranging Your TasksViewing or Updating Task FieldsGlimpsing the Big Project PictureTracking Assignments and Updating ProgressTracking Progress InformationWorking with Progress Update RequestsSubmitting Progress InformationUpdating Progress in the Tasks PageUpdating Progress on the Task Details PageSaving and Submitting Progress InformationSubmitting Text-Based Status ReportsLogging Time by Using TimesheetsReviewing and Submitting a TimesheetRequesting Nonproject or Nonworking TimeWorking with Issues and RisksSetting Up E-Mail Reminders and Outlook TasksSetting Your Alerts and RemindersWorking with Project Tasks in OutlookManaging Resources in Project Web App
26. Making Executive Decisions Using Project Web App
Getting Started with Project Web AppSigning In and OutNavigating Project Web AppUnderstanding Project Portfolio ManagementReviewing and Prioritizing Business DriversViewing Your Business DriversSharing Your Business DriversPrioritizing Business DriversAnalyzing Your Portfolio to Select the Best ProjectsWorking with the Portfolio of ProjectsReviewing Project InformationUnderstanding Project Workflow Phases and StagesViewing Project Summary InformationViewing Project DetailsReviewing Project WorkspacesCreating a New ProjectWorking with Resource InformationViewing the Enterprise Resource PoolViewing Resources for Specific ProjectsReviewing Resource AssignmentsReviewing Resource AvailabilityReviewing Resource PlansAnalyzing and Reporting on Project InformationUnderstanding the Portfolio Analysis ToolsGenerating ReportsUsing Dashboards
27. Managing and Analyzing Project Portfolios
Understanding Project Portfolio ManagementDesigning Your Demand Management SystemUnderstanding Workflow BasicsUsing the Default WorkflowCustomizing an Existing WorkflowChanging a Workflow PhaseAdding a New Workflow StageChanging an Existing Workflow StageRemoving a Workflow StageAssociating a Workflow with an Enterprise Project TypeCreating a New WorkflowOptimizing Your Project PortfolioReflecting Strategy by Defining Business DriversViewing Existing Business DriversChanging the Business DriversPrioritizing Business DriversSelecting the Best Projects for the PortfolioViewing Project InformationSeeing Project Summary InformationViewing Project DetailsCommunicating Portfolio InformationCreating ReportsCreating Dashboards
VIII. Customizing and Managing Project Files
28. Customizing Your View of Project Information
Customizing ViewsChanging the Content of a ViewCreating a New ViewSaving a ViewChanging Text Formatting in ViewsChanging Text Formatting for a ViewChanging the Format of Individual TextFormatting 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 the TimescaleModifying a Network DiagramFormatting the Content and Appearance of BoxesChanging the Layout of BoxesModifying the TimelineChanging the Appearance of a Task on the TimelineChanging the Content of the TimelineModifying the Team PlannerChanging the Appearance of Team Planner ElementsChanging the Information in the Team PlannerModifying the Resource GraphModifying the Appearance of Resource Graph BarsChanging the Fields that Appear in the Resource GraphModifying the CalendarModifying a Sheet ViewModifying a Usage ViewCustomizing TablesModifying the Columns in a TableModifying Other Table OptionsCreating a New TableCustomizing FieldsCustomizing a FieldSpecifying Lookup Values for a Custom FieldCreating a Calculated FieldCalculating Group and Summary ValuesCalculating Values for Assignment RowsWorking with Graphical IndicatorsWorking with Outline CodesSetting Up Outline CodesSelecting the Outline CodeDefining a Code MaskControlling Outline Code ValuesDefining a Lookup TableAssigning Outline CodesReviewing Your Tasks or Resources by Outline CodeCustomizing GroupsModifying a GroupCreating a New GroupCustomizing FiltersModifying a FilterCreating FiltersCreating Comparison FiltersCreating Filters with Multiple TestsCreating Interactive FiltersCustomizing AutoFilter CriteriaSharing Customized Elements Among ProjectsWorking with the OrganizerCopying Customized ElementsRemoving Customized ElementsRenaming Customized ElementsRestoring Customized Elements to their Default State
29. Customizing the Project 2010 Interface
Customizing the Quick Access ToolbarAdding a Command to the Quick Access ToolbarRearranging Commands on the Quick Access ToolbarRemoving a Command from the Quick Access ToolbarResetting the Quick Access ToolbarMoving the Quick Access ToolbarCustomizing the Project 2010 RibbonAdding a Custom Group or Tab to the RibbonCreating a Custom GroupAdding Commands to a Custom GroupCreating a Custom TabChanging Tabs, Groups, and CommandsRearranging Tabs and GroupsRenaming Tabs and GroupsChanging the Name or Button Icon for a CommandRemoving Tabs, Groups, and CommandsResetting Ribbon DefaultsResetting the Selected TabResetting the Ribbon to All Default SettingsSharing a Custom Ribbon and Quick Access ToolbarExporting a Custom Ribbon for Another UserImporting a Custom Ribbon from Another User
30. Automating Your Work with Macros
Understanding MacrosWhat Is a Macro?Why Use Macros?Creating MacrosUnderstanding the Record Macro Dialog BoxKnowing When to Say “When”Recording a MacroLooking at Macro CodeRunning MacrosCreating Keyboard ShortcutsAdding Macro Commands to the RibbonCreating a Custom Group to Hold Your MacrosAdding Macros to a Custom GroupChanging the Macro Icon or Display Name
31. Standardizing Projects by Using Templates
Understanding the Template TypesWorking with the Project Global TemplateCustomized Elements Controlled by the OrganizerCustomized Project OptionsThe Customized Ribbon and Quick Access ToolbarWorking with Project TemplatesStarting a New Project from a TemplateCreating a New Project with a TemplateSaving Your New ProjectAdapting the Template to Your ProjectCreating Your Own Project TemplateUpdating an Existing TemplateClosing a ProjectAnalyzing Project PerformanceRecording Lessons LearnedSaving Acquired Project Knowledge
32. Managing Project Files
Saving Project FilesSaving a New ProjectSaving Project Files AutomaticallySpecifying the Default Save LocationOpening Project FilesOpening a Saved ProjectOpening a ProjectOpening a Recent ProjectSearching for FilesSaving and Opening with Different File FormatsWorking with Microsoft Project File FormatsExporting and Importing with ExcelExchanging Project Information with DatabasesSaving a Project File to XML FormatSaving and Opening with an ODBC DatabaseSaving and Opening with a Microsoft Access DatabaseWorking with Common Cross-Application File FormatsComparing Project Plans Side by SideSafeguarding Your Project FilesBacking Up Your Project FilesProtecting Your Project Files with a PasswordOpening Files Safely
IX. Appendixes
A. Installing Microsoft Project 2010
Setting Up Project Standard or Project Professional 2010Understanding System RequirementsSetting Up Project 2010Activating Project 2010Changing Your Project 2010 SetupAdding or Removing FeaturesRepairing Project 2010Removing Project 2010 from Your ComputerIssues for Project Server 2010 SetupUnderstanding the Components of EPMAnalyzing Your Project Server RequirementsUnderstanding Project Server System RequirementsFinding Resources for Project Server Setup
B. Online Resources for Microsoft Project 2010
Microsoft-Sponsored ResourcesProject Desktop BasicsProject Server BasicsDiscussion Forums and Social MediaDeveloper InformationProject CertificationIndependent ResourcesOrganizationsExperts and ResourcesBlogs and Discussions
C. Keyboard Shortcuts
Keyboard Shortcut Reference TablesFinding More Keyboard ShortcutsUsing Ribbon KeyTips to Access Commands
D. Index to Troubleshooting Topics
E. About the Authors
Index
About the Authors
Copyright

Content preview from Microsoft® Project 2010 Inside Out

Chapter 32. Managing Project Files

YOUR project files are the heart of your project management efforts. As the project manager, these are the files you find yourself “living in” the most. Because of this, it’s essential that your project files are properly saved, that you can easily find and open them, and that they’re properly safeguarded with the necessary backups and security.

Sometimes you need to save all or part of a project file in another format—such as PDF or XLSX—to make it easier for others to read your project information or so you can manipulate or present project information in a ...

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Microsoft® Project 2010 Inside Out

by Teresa S. Stover, Bonnie Biafore, and Andreea Marinescu

Chapter 32. Managing Project Files

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