Contents. iii. ix xi xi xi xiii xiii xiii xiv xv xvi xvii xix

Transcription

1 What s New in Microsoft Office Project 2003 Getting Help Getting Help with This Book and Its CD-ROM Getting Help with Microsoft Office Project 2003 Using the Book s CD-ROM What s on the CD-ROM System Requirements Installing the Practice Files Using the Practice Files Uninstalling the Practice Files Conventions and Features Quick Reference ix xi xi xi xiii xiii xiii xiv xv xvi xvii xix Chapter 1 Getting Started with Project xix Chapter 2 Creating a Task List xx Chapter 3 Setting Up Resources xxi Chapter 4 Assigning Resources to Tasks xxii Chapter 5 Formatting and Printing Your Plan xxiii Chapter 6 Tracking Progress on Tasks xxiv Chapter 7 Fine-Tuning Task Details xxvi Chapter 8 Fine-Tuning Resource and Assignment Details xxviii Chapter 9 Fine-Tuning the Project Plan xxx Chapter 10 Organizing and Formatting Project Details xxxi Chapter 11 Printing Project Information xxxii Chapter 12 Publishing Project Information Online xxxiii Chapter 13 Sharing Project Information with Other Programs xxxiv Chapter 14 Tracking Progress on Tasks and Assignments xxxv Chapter 15 Viewing and Reporting Project Status xxxv Chapter 16 Getting Your Project Back on Track xxxvii Chapter 17 Applying Advanced Formatting xxxvii Chapter 18 Customizing Project xxxviii Chapter 19 Measuring Performance with Earned Value Analysis xxxix Chapter 20 Consolidating Projects and Resources xl Chapter 21 Planning Work with Project Server xlii iii

2 Chapter 22 Tracking Work with Project Server xliii Chapter 23 Managing Risks, Issues, and Documents with Project Server xliv I Managing a Simple Project 1 Getting Started with Project 2 Managing Your Projects with Project Starting Project Standard Starting Project Professional Exploring Views Exploring Reports Creating a New Project Plan Setting Nonworking Days Entering Project Properties 2 Creating a Task List 32 Entering Tasks Estimating Durations Entering a Milestone Organizing Tasks into Phases Linking Tasks Documenting Tasks Checking the Plan s Duration 3 Setting Up Resources 54 Setting Up People Resources Setting Up Equipment Resources Setting Up Material Resources Entering Resource Pay Rates Adjusting Working Time for Individual Resources Documenting Resources 4 Assigning Resources to Tasks 70 Assigning Resources to Tasks Assigning Additional Resources to a Task Assigning Material Resources to Tasks iv

3 5 Formatting and Printing Your Plan 84 Creating a Custom Gantt Chart View Drawing on a Gantt Chart Formatting Text in a View Formatting and Printing Reports 6 Tracking Progress on Tasks 106 Saving a Project Baseline Tracking a Project as Scheduled Entering a Task s Completion Percentage Entering Actual Values for Tasks II Advanced Project Scheduling 7 Fine-Tuning Task Details 122 Adjusting Task Relationships Setting Task Constraints Viewing the Project s Critical Path Interrupting Work on a Task Adjusting Working Time for Individual Tasks Changing Task Types Entering Deadline Dates Entering Fixed Costs Setting Up a Recurring Task 8 Fine-Tuning Resource and Assignment Details 154 Entering Multiple Pay Rates for a Resource Setting Up Pay Rates to Apply at Different Times Setting Up Resource Availability to Apply at Different Times Delaying the Start of Assignments Applying Contours to Assignments Applying Different Cost Rates to Assignments Entering Material Resource Consumption Rates 9 Fine-Tuning the Project Plan 172 Examining Resource Allocations over Time v

4 Manually Resolving Resource Overallocations Leveling Overallocated Resources Examining Project Costs Checking the Project s Finish Date 10 Organizing and Formatting Project Details 196 Sorting Project Details Grouping Project Details Filtering Project Details Customizing Tables Customizing Views 11 Printing Project Information 220 Printing Your Project Plan Printing Views Printing Reports 12 Publishing Project Information Online 240 Copying Project Information as a GIF Image Saving Project Information as a Web Page Changing the Look of a Project Web Page 13 Sharing Project Information with Other Programs Copying and Pasting with Project 254 Generating a Project Summary Report for Word, PowerPoint, or Visio Opening Other File Formats in Project Saving to Other File Formats from Project 14 Tracking Progress on Tasks and Assignments Updating a Baseline 276 Tracking Actual and Remaining Values for Tasks and Assignments Tracking Timephased Actual Work for Tasks and Assignments Rescheduling Incomplete Work 15 Viewing and Reporting Project Status 300 Identifying Tasks That Have Slipped Examining Task Costs vi

5 Examining Resource Costs 313 Reporting Project Cost Variance with a Stoplight View Getting Your Project Back on Track 322 Troubleshooting Time and Schedule Problems 324 Troubleshooting Cost and Resource Problems 330 Troubleshooting Scope-of-Work Problems 334 III Special Subjects 17 Applying Advanced Formatting 342 Formatting Bar Styles in a Gantt Chart View Formatting the Network Diagram View Formatting the Calendar View 18 Customizing Project 358 Working with the Organizer Recording Macros Editing Macros Customizing a Toolbar 19 Measuring Performance with Earned Value Analysis Viewing Earned Value Schedule Indicators Viewing Earned Value Cost Indicators Consolidating Projects and Resources 390 Creating a Resource Pool Viewing Assignment Details in a Resource Pool Updating Assignments in a Sharer Plan Updating a Resource s Information in a Resource Pool Updating All Projects Working Times in a Resource Pool Linking New Project Plans to a Resource Pool Opening a Sharer Plan and Updating a Resource Pool Working with Consolidated Projects Creating Dependencies Between Projects vii

6 IV Introducing Project Server 21 Planning Work with Project Server 418 Understanding the Key Pieces of Enterprise Project Management Building a New Plan from an Enterprise Template Staffing an Enterprise Project with Resources Publishing a Plan to Project Server 22 Tracking Work with Project Server 440 Reporting Actual Work Through Project Web Access Reporting Actual Work Through Outlook Handling Actuals from Resources Keeping Stakeholders Informed 23 Managing Risks, Issues, and Documents with Project Server Managing Risks Managing Issues Managing Documents V Appendixes A A Short Course in Project Management 475 Understanding What Defines a Project The Project Triangle: Seeing Projects in Terms of Time, Cost, and Scope Time, Cost, and Scope: Managing Project Constraints Managing Your Projects with Project B What s Next? 483 Joining a Project Learning Community Joining a Project Management Learning Community Final Words Glossary Index viii