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Outlook® 2007 Business Contact Manager For Dummies® by Lon Orenstein, Karen Fredricks

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Chapter 19. Managing Your Projects and Teams

In This Chapter

  • Defining the project

  • Creating project tasks

  • Checking your progress

Projects are new to Business Contact Manager 2007, and if you're the kind of person who manages other people or doeswork that lends itself to projects, you have a new best friend! Projects in BCM can be thought of as having three parts: the business project record that defines the project, the contacts or accounts involved in the project, and the project tasks that are linked to the project. Think of the business project as the container that holds the contacts and the tasks. A business project also contains the same communication history as other data records and keeps a chronology of what's happened with your project, for all the people involved.

Maybe you're a computer consultant and your employees help you with client work (and use BCM to track it all). Say that you have a new client who needs Microsoft Office Accounting software implemented into their business. You hold meetings with the client to decide on the implementation schedule. The first things that need to be done are to order a new server and set up wireless access points for the client's network, and then your bookkeeper needs to write some reports in Microsoft Office Accounting that match the spreadsheets they've been using.

So, imagine that you set up a business project named Implementing Microsoft Office Accounting at XYZ Corp. Then you setup project tasks for the server order, the wireless ...

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