Microsoft® Project Version 2002 Inside Out

Author Teresa S. Stover Pages 1008 Disk 1 Companion CD(s) Level Int/Adv Published 08/14/2002 ISBN 9780735611245 ISBN-10 0-7356-1124-6 Price(USD) $44.99 To see this book's discounted price, select a reseller below.	More Information About the Book Table of Contents Sample Chapter Index Related Series Related Books About the Author Support: Book & CD Rate this book

Table of Contents

Acknowledgments	xxiii
We'd Like to Hear from You!	xxv
About the CD	xxvii
Conventions and Features Used in this Book	xxix
Text Conventions	xxix
Design Conventions	xxix
PART 1   PROJECT FUNDAMENTALS	1
CHAPTER 1   Introducing Microsoft Project 2002	3
Using This Book	4
Using Microsoft Project—an Overview	7
Microsoft Project 2002 Editions	8
Project Server and Web Access	11
What's New in Microsoft Project 2002	11
What's New in Microsoft Project Standard 2002	11
What's New in Microsoft Project Server and Web Access	16
The New Enterprise Solution in Microsoft Project Professional 2002	18
Learning As You Go	19
Working with the Project Guide	20
Getting Online Help for Your Project Goals	21
Asking Specific Questions of the Office Assistant	22
Finding Reference Information	23
Getting Help within Dialog Boxes	24
CHAPTER 2   Understanding Projects and Project Management	25
Understanding Project Management Basics	26
What Is a Project?	26
What Is Project Management?	26
Understanding the Project Management Process	29
Planning the Project	30
Executing the Project	31
Controlling the Project	31
Closing the Project	32
Facilitating Your Project with Microsoft Project	32
Creating a Model of Your Project	34
Working with Your Team through Microsoft Project	38
Using Microsoft Project In Your Enterprise	40
Understanding Project Stakeholders	40
Keys to Successful Project Management	41
PART 2   DEVELOPING THE PROJECT PLAN	45
CHAPTER 3   Starting a New Project	47
Focusing the Project Vision	47
Defining Scope	48
Understanding Product Scope and Project Scope	48
Developing the Scope Statement	49
Creating a New Project Plan	51
Creating a Project File	51
Saving Your New Project	56
Scheduling from a Start or Finish Date	57
Setting Your Project Calendar	58
Attaching Project Documentation	62
Entering Tasks	65
Adding Tasks to Your Project Plan	66
Importing Tasks from an Excel Worksheet	68
Entering Recurring Tasks	70
Sequencing and Organizing Tasks	71
Moving Tasks	71
Inserting Additional Tasks	72
Copying Tasks	72
Deleting Tasks	75
Organizing Tasks into an Outline	75
Setting Up Your Work Breakdown Structure	78
Understanding Work Breakdown Structure Codes	78
Setting Up Work Breakdown Structure Codes	79
Adding Supplementary Information to Tasks	81
CHAPTER 4   Viewing Project Information	83
Understanding Project Information Categories	84
Accessing Your Project Information	85
Using Views	85
Using Tables	102
Using Fields	110
Rearranging Your Project Information	114
Sorting Project Information	114
Grouping Project Information	115
Filtering Project Information	118
Arranging Your Microsoft Project Workspace	121
Setting Your Default View	122
Showing and Hiding Workspace Elements	122
Splitting a Window	123
Switching among Open Projects	125
CHAPTER 5   Scheduling Tasks	127
Setting Task Durations	128
Developing Reliable Task Durations	129
Understanding Estimated vs. Confirmed Durations	130
Entering Durations	131
Understanding How Durations Affect Scheduling	132
Calculating Your Most Probable Duration	134
Establishing Task Dependencies	139
Creating the Finish-to-Start Task Dependency	139
Understanding the Dependency Types	141
Overlapping Linked Tasks by Adding Lead Time	143
Delaying Linked Tasks by Adding Lag Time	144
Changing or Removing Links	145
Reviewing Task Dependencies	146
Scheduling Tasks to Achieve Specific Dates	147
Understanding Constraint Types	147
Changing Constraints	149
Working with Flexible and Inflexible Constraints	151
Reviewing Constraints	153
Setting Deadline Reminders	155
Creating Milestones in Your Schedule	157
Working with Task Calendars	158
Creating a Base Calendar	159
Assigning a Base Calendar to a Task	160
CHAPTER 6   Setting Up Resources in the Project	163
Understanding the Impact of Resources in the Project Plan	164
Adding Work Resources to the Project	165
Adding Resource Names Manually	166
Adding Resources from Your E-Mail Address Book	169
Using Resource Information from Microsoft Excel	169
Specifying Resource Availability	173
CHAPTER 7   Assigning Resources to Tasks	189
Assigning Work Resources to Tasks	189
Creating Work Resource Assignments	192
Adding and Assigning Resources at the Same Time	193
Finding the Right Resources for the Job	195
Understanding Assignment Calculations	200
Assigning Material Resources to Tasks	203
Changing Resource Assignments	206
Controlling Changes with Effort-Driven Scheduling	209
Controlling Schedule Changes with Task Types	211
Contouring Resource Assignments	214
CHAPTER 8   Planning Resource and Task Costs	217
Working with Costs and Budgeting	218
Planning Resource Costs	218
Setting Costs for Work Resources	219
Setting Costs for Material Resources	221
Setting Multiple Costs for a Resource	222
Setting Cost Accrual	224
Planning Fixed Task Costs	225
Reviewing Planned Costs	226
Reviewing Assignment Costs	227
Reviewing Resource Costs	228
Reviewing Task Costs	228
Reviewing the Total Planned Cost for the Project	230
CHAPTER 9   Checking and Adjusting the Project Plan	231
Working with the Critical Path and Critical Tasks	233
Understanding Slack Time and Critical Tasks	234
Viewing the Critical Path	236
Bringing In the Project Finish Date	240
Viewing Finish Dates and the Critical Path	240
Checking Your Schedule Assumptions	242
Adjusting Resource Settings to Bring in the Finish Date	246
Reducing Project Costs	249
Viewing Project Costs	249
Checking Your Cost Assumptions	252
Adjusting the Schedule to Reduce Costs	252
Adjusting Assignments to Reduce Costs	252
Balancing Resource Workloads	253
Viewing Resource Workloads	254
Adjusting Resource Availability	260
Adjusting Assignments	261
Splitting Tasks	266
Leveling Assignments	267
Changing Project Scope	276
Reviewing the Impact of Changes	277
Obtaining Buyoff on the Project Plan	277
PART 3   TRACKING PROGRESS	279
CHAPTER 10   Saving a Baseline and Updating Progress	281
Saving Original Plan Information Using a Baseline	282
Saving a Baseline	284
Reviewing Baseline Information	286
Saving Additional Baselines	288
Saving Additional Scheduled Start and Finish Dates	289
Clearing a Baseline	291
Updating Task Progress	291
Choosing the Best Method of Entering Actuals	293
Updating Progress Using Task Scheduling Controls	296
Updating Progress Using Resource Work	302
Rescheduling the Project	306
Manually Updating Project Costs	308
CHAPTER 11   Responding to Changes in Your Project	309
Monitoring and Adjusting the Schedule	311
Monitoring Schedule Progress	311
Correcting the Schedule	319
Monitoring and Adjusting Costs	320
Monitoring Project Costs	320
Realigning the Project with the Budget	325
Monitoring and Adjusting Resource Workload	327
Monitoring Resource Workload	327
Balancing the Resource Workload	333
PART 4   REPORTING AND ANALYSIS	335
CHAPTER 12   Reporting Project Information	337
Establishing Your Communications Plan	338
Setting Up and Printing Views	340
Setting Up and Printing Reports	343
Using Overview Reports	346
Using Current Activity Reports	350
Using Cost Reports	354
Using Assignment Reports	358
Using Workload Reports	361
Building Custom Reports	363
Publishing Project Information to the Web	365
CHAPTER 13   Analyzing Project Information	369
Calculating Project Information in Microsoft Excel	370
Exporting Selected Data to Excel	371
Exporting Project Data to Excel as a Template	376
Exporting Numeric Data	378
Analyzing Project Data with Crosstab Tables	379
Charting Project Data Using S-Curves	380
Analyzing Progress and Costs Using Earned Value	381
PART 5   MANAGING MULTIPLE PROJECTS	387
CHAPTER 14   Managing Master Projects and Resource Pools	389
Structuring Master Projects with Subprojects	390
Setting Up a Master Project	391
Working with Subproject Information	395
Unlinking a Subproject from its Source File	398
Consolidating Project Information	399
Sharing Resources Using a Resource Pool	402
Setting Up a Resource Pool	402
Linking a Resource Pool to Your Project	404
Checking Availability of Resource Pool Resources	408
Updating Resource Pool Information	408
Disconnecting a Resource Pool from a Project Plan	410
CHAPTER 15   Exchanging Information Between Project Plans	411
Linking Information Between Project Plans	412
Linking Tasks Between Different Projects	412
Reviewing Cross-Project Links	416
Updating Cross-Project Links	418
Removing Cross-Project Links	419
Copying and Moving Information Between Projects	419
Copying and Moving Task and Resource Information	420
Copying Fields Between Projects	421
Copying Project Elements Using the Organizer	423
Copying an Element from a Project to the Global Template	424
Copying an Element Between Two Projects	425
PART 6   INTEGRATING MICROSOFT PROJECT WITH OTHER PROGRAMS	427
CHAPTER 16   Exchanging Information with Other Applications	429
Copying Information	431
Copying from Microsoft Project to Another Application	431
Copying from Another Application to Microsoft Project	436
Embedding Information	437
Embedding from Microsoft Project to Another Application	438
Embedding from Another Application to Microsoft Project	440
Importing and Exporting Information	441
Importing Information into Microsoft Project	441
Exporting Information from Microsoft Project	442
Linking Information	443
Linking from Microsoft Project to Another Application	443
Linking from Another Application to Microsoft Project	445
Using Microsoft Visio with Microsoft Project	446
Hyperlinking Information	447
Hyperlinking from Microsoft Project to Another Application	447
Hyperlinking From Another Application to Microsoft Project	448
CHAPTER 17   Integrating Microsoft Project with Microsoft Excel	449
Copying Information between Microsoft Excel
and Microsoft Project	450
Copying and Pasting Sheet Information	450
Copying and Pasting Objects	451
Importing and Exporting with Excel	453
Importing a Project Task List from Excel	454
Working with the Excel Import Export Template	458
Exporting from Microsoft Project to Microsoft Excel	459
Linking Between Microsoft Project and Microsoft Excel	460
CHAPTER 18 Integrating Microsoft Project with Microsoft Outlook	463
Importing Microsoft Outlook Tasks into Microsoft Project	463
Adding Microsoft Outlook Web Parts on the Digital Dashboard	466
Building Your Resource List with Microsoft Outlook	468
Collaborating with Team Members through E-Mail	469
Sending Updates Directly to Recipients	470
PART 7   COLLABORATING AS A TEAM	473
CHAPTER 19   Evaluating Team Collaboration Solutions	475
Using E-Mail for Collaboration	476
Using Microsoft Project Server and Web Access for Collaboration	477
Understanding Microsoft Project Server and Web Access	480
Creating Custom Collaboration Solutions	482
Deciding on the Right Solution for Your Team	483
CHAPTER 20   Collaborating Using E-Mail	485
Setting Up and Administering E-Mail for Your Team	487
Understanding System Requirements	487
Setting Up E-Mail Collaboration	488
Sending Assignments and Updates to Team Members	490
Sending Assignments to Team Members	491
Receiving Acknowledgments from Team Members	492
Sending Task Updates to Team Members	494
Requesting Progress Information	495
Publishing Complete Project Information	496
Resending Task Assignments	496
Receiving Assignments from the Project Manager	496
Receiving and Responding to Assignments	497
Providing Assignment Status Updates	499
Exchanging Project Information Using E-Mail	499
Sending an Entire Project File with E-Mail	500
Routing a Project File	500
Sending Schedule Notes from Microsoft Project	503
Sending the Project File to an Exchange Folder	504
CHAPTER 21   Managing Your Team Using Microsoft Project Web Access	505
Understanding Microsoft Project Server and Web Access	506
Administering Microsoft Project Server	508
Setting Up Microsoft Project Web Access	508
Setting Microsoft Project Web Access Options	513
Setting Up SharePoint Team Services Connections	513
Setting Up Advanced Options	514
Assigning Tasks	515
Sending Assignments to Team Members	516
Accepting Assignment Confirmations	518
Accepting New Tasks	519
Setting Assignment Options	519
Updating Task Information	520
Establishing Update and Status Options	520
Sending Task Updates to Team Members	521
Receiving Task Updates from Team Members	522
Incorporating Task Updates into the Project Plan	522
Requesting and Compiling Text-Based Status Reports	522
Publishing Project Views to Microsoft Project Server	523
Working with Manager Information in Microsoft Project Web Access	524
Working with the Updates Page	524
Viewing the Timesheet	525
Working with Task Lists	526
Compiling Resource Comments	526
Setting Message Rules	526
Tracking Issues and Storing Documents	526
Working with the Issues Tracker	526
Working with the Document Library	527
Customizing Microsoft Project Web Access	527
CHAPTER 22   Communicating Information Using Microsoft Project Web Access	529
Getting Started with Microsoft Project Web Access	530
Reviewing Assignments in Microsoft Project Web Access	531
Reviewing and Accepting Tasks	532
Creating and Submitting New Tasks	534
Delegating Tasks	535
Updating Tasks in Microsoft Project Web Access	536
Sending Task Updates	536
Creating and Submitting Text-Based Status Reports	538
Viewing Information in Microsoft Project Web Access	538
Viewing the Entire Project	538
Rearranging Project Information	539
Integrating with Microsoft Outlook	539
Managing Information in Microsoft Project Web Access	540
Working with Your Updates Page	541
Viewing Your Timesheet	541
Working With Your Task Lists	542
Tracking Issues and Storing Documents	542
Working with the Issues Tracker	542
Working with the Document Library	543
PART 8   MANAGING PROJECTS ACROSS YOUR ENTERPRISE	545
CHAPTER 23   Understanding the Enterprise Features	547
Why Use Enterprise Features?	547
Standardizing Projects in an Enterprise	548
Customizing Projects throughout an Enterprise	548
Managing Enterprise Resources	549
Reviewing Project Portfolios	549
Understanding Enterprise Implementations	550
Processing Enterprise Projects	550
Modeling Enterprise Implementations	551
Administering Enterprise Features	554
Setting Up Enterprise Features and Options	554
Administering Enterprise	555
Developing Templates	556
CHAPTER 24 Using Enterprise Features to Manage Projects	559
Defining Your Enterprise User Profile	560
Working with Enterprise Projects	561
Importing a Project Plan as an Enterprise Project	561
Working with the Enterprise Global Template	564
Customizing Enterprise Fields	565
Updating Enterprise Project Information	568
Working with the Enterprise Resource Pool	570
Importing Resource Information to Enterprise	571
Building a Project Team	573
Viewing and Updating Resource Information	579
Analyzing Multiple Projects Using Project Portfolio	580
PART 9   CUSTOMIZING AND MANAGING PROJECT FILES	583
CHAPTER 25   Customizing Your View of Project Information	585
Customizing Views	586
Changing the Content of a View	586
Formatting a Gantt Chart View	589
Modifying a Network Diagram	596
Modifying the Resource Graph	599
Modifying the Calendar View	603
Modifying a Sheet View	604
Modifying a Usage View	605
Modifying the Timescale	607
Customizing Tables	610
Customizing Fields	613
Customizing a Field	615
Customizing Groups	620
Modifying a Group	621
Creating a New Group	623
Customizing Filters	624
Modifying a Filter	624
Creating Filters	627
Customizing AutoFilter Criteria	630
Working with Outline Codes	631
Setting Up Outline Codes	631
Assigning Outline Codes	635
Reviewing Your Tasks or Resources by Outline Code	635
Sharing Customized Elements among Projects	636
Working with the Organizer	636
Copying Customized Elements	637
Removing Customized Elements	639
Renaming Customized Elements	639
Restoring Customized Elements to their Default State	640
CHAPTER 26   Customizing the Microsoft Project Interface	641
Creating and Customizing Toolbars	641
Customizing Toolbars	642
Creating Toolbars	646
Deleting Toolbars	647
Modifying Button Images	648
Creating and Customizing Menus	649
Customizing Menus	650
Creating and Customizing Forms	651
Creating Forms	652
Editing Forms	655
Renaming Forms	655
Displaying Custom Forms	656
CHAPTER 27   Automating Your Work with Macros	657
Understanding Macros	657
What Is a Macro?	657
Why Use Macros?	658
Creating Macros	659
Understanding the Record Macro Dialog Box	659
Knowing When to Say "When"	662
Recording a Macro	662
Looking at Macro Code	665
Running Macros	667
Creating Keyboard Shortcuts	667
Creating Toolbar Buttons	668
CHAPTER 28   Standardizing Projects Using Templates	671
Understanding the Template Types	672
Working with the Project Global Template	673
Working with Project Templates	675
Starting a New Project using a Template	676
Creating Your Own Project Template	679
Updating an Existing Template	681
Closing a Project	682
Analyzing Project Performance	682
Recording Lessons Learned	683
Saving Acquired Project Knowledge	684
CHAPTER 29   Managing Project Files	685
Opening Project Files	685
Opening a Saved Project	686
Opening Projects Created in
Previous Versions of Microsoft Project	688
Searching for Files	689
Saving Files	692
Saving a New Project to Your Local Computer or Network Drive	692
Saving a Project to Microsoft Project Server	693
Specifying the Default Save Location	695
Saving and Opening with Different File Formats	696
Safeguarding Your Project Files	698
Saving Project Files Automatically	698
Backing Up Your Project Files	699
Protecting Your Project Files with a Password	700
Responding to a Microsoft Project Problem	702
PART 10   PROGRAMMING CUSTOM SOLUTIONS	703
CHAPTER 30   Understanding the Visual Basic Language	705
Understanding Objects, Properties, Methods, and Events	707
Objects	707
Properties	708
Methods	708
Events	709
Understanding Data Types	710
Understanding Variables	711
Understanding Procedures	713
Understanding Scope	715
Understanding Decision Structures	715
Understanding Loop Structures	717
Writing Code that is Easily Understood	720
Naming Conventions	721
Declarations	724
Named Arguments	724
Constants	725
Modularized Code	726
Formatted Code	726
Writing Efficient Code	728
Trapping Errors	730
CHAPTER 31   Writing Microsoft Project Code with Visual Basic for Applications	733
Using the Visual Basic Editor	734
Windows	734
Tools Menu	737
Understanding the Microsoft Project Object Model	741
What Is an Object Model?	742
Useful Tools When Learning the Object Model	742
Creating Macros	745
Writing a Macro in the Editor	745
Deciding Where to Create and Store Procedures	747
Working with Events	748
Debugging Macros	751
Using Breakpoints	751
Tracing Execution	752
Using Watches	752
Using the Locals Window	754
Using the Immediate Window	754
Using Navigation Tools While Debugging	755
Creating UserForms	756
Creating a Simple Form	756
Adding Code to Your Form	758
Integrating Your Form with Microsoft Project	759
Extending and Automating Microsoft Project	762
Working With External References	763
Automating Microsoft Project	765
CHAPTER 32   Working with Microsoft Project Data	769
Introducing Common Database Elements	771
Storing Data in a Database	773
Measuring Data in the Database	777
Understanding Microsoft Project OLE DB Data	780
Understanding OLE Database Tables	781
Creating a Data Access Page Using Microsoft Access	782
Understanding the Microsoft Project Database	791
Understanding the Microsoft Project Server Database	793
PART 11   APPENDIXES	795
APPENDIX A   Installing Microsoft Project 2002	797
Installing Microsoft Project 2002	797
Microsoft Project System Requirements	797
Setting Up Microsoft Project for the First Time	798
Upgrading from a Previous Version of Microsoft Project	804
Activating Microsoft Project	806
Running Maintenance Mode	807
Working with an Administrative Installation Point	811
Microsoft Project Server Setup Issues	812
Microsoft Project Server System Requirements	814
Making Decisions about Your Microsoft Project Server Setup	814
Microsoft Project Web Access Setup Issues	815
Microsoft Project Web Access System Requirements	816
Creating New Users in Microsoft Project Web Access	817
Enterprise Setup Issues	819
Enterprise System Requirements	819
Activating Enterprise Features	819
APPENDIX B   Field Reference	825
Field Types	827
Currency Fields	829
Date Fields	834
Duration Fields	840
Enumerated Fields	847
Indicator Fields	850
Integer Fields	850
Custom Outline Codes	852
Percentage And Number Fields	852
Text Fields	858
Yes/No Fields	862
Special Field Categories	869
Custom Fields	870
Earned Value Fields	872
PERT Analysis Fields	876
APPENDIX C   Online Resources for Microsoft Project	879
Microsoft-Sponsored Resources	879
Independent Resources	881
APPENDIX D   Keyboard Shortcuts	883
INDEX to Troubleshooting Topics	887
INDEX	889

Last Updated: August 13, 2002

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