Project 2010 Bible E-Book

Elaine Marmel

• Herausgeber: John Wiley & Sons
• Kategorie: Fachliteratur
• Serie: Bible
• Sprache: Englisch
• Veröffentlichungsjahr: 2010

Seitenzahl: 925

Beschreibung

A comprehensive reference on the latest version of the leading enterprise project management software: Microsoft Project 2010 Microsoft Project allows users to manage business activities effectively by sharing project information, performing modeling and scenario analyses, standardizizing reporting processes, and more. This soup-to-nuts reference covers both the professional and standard versions of the latest iteration of Microsoft Project, as well as Project Server, so that you can efficiently manage your business projects. Veteran author Elaine Marmel begins with an overview of project management basics and then gradually moves on to more advanced topics so that you can learn the scope of what successful project management entails. * Popular author Elaine Marmel provides comprehensive coverage of Microsoft Project 2010 and shows you how to successfully manage your business activities * Begins with project management basics, such as creating a new project, tracking a project's progress, and working in groups * Covers more advanced topics, including customizing Project, using macros, and importing and exporting information * Demonstrates how to build tasks, use views, modify the appearance of a project, and resolve scheduling and resource problems With Project 2010 Bible by your side, you'll learn to confidently and skillfully put Microsoft Project 2010 to work for you.

Leseprobe

Table of Contents

Cover

Contents

Title Page

Copyright

Dedication

About the Author

Credits

Acknowledgments

Introduction

Part I: Project Management Basics

Chapter 1: The Nature of Projects

Understanding Projects

The Life Cycle of a Project

Summary

Chapter 2: Exploring the Microsoft Project Environment

Taking a First Look at Project

What's New in Project 2010

Summary

Part II: Getting Your Project Going

Chapter 3: Creating a New Project

Gathering Information

Opening a Project File

Establishing Basic Project Information

Looking at Project Calendars

Working with Tasks

Saving Project Files

Working with a Project Outline

Getting Help

Summary

Chapter 4: Building Tasks

Establishing Timing for Tasks

Assigning Task Timing

Using Recurring Tasks

Establishing Constraints and Deadline Dates

Entering Task Notes

Establishing Dependencies Among Tasks

Viewing Dependencies

Deleting Dependencies

Summary

Chapter 5: Creating Resources and Assigning Costs

Understanding Resources

Creating a Resource List

Modifying Resource Information

Assigning Resources to Tasks

Handling Unusual Cost Situations

Summary

Part III: Getting Information about Projects

Chapter 6: Understanding the Basics of Views

What Is a View?

Examining Indicators

Admiring the Views

Summary

Chapter 7: Using Views to Gain Perspective

Customizing Views

Ordering Tasks in a View

Filtering Views to Gain Perspective

Summary

Chapter 8: Modifying the Appearance of Your Project

Changing Project's Looks

Using the Gantt Chart Wizard

Formatting Elements One by One

Inserting Visuals

Summary

Chapter 9: Reporting on Progress

Setting Up to Print a View or Report

Creating Text Reports

Taking Advantage of Visual Reporting

Summary

Part IV: Refining Your Project

Chapter 10: Resolving Scheduling Problems

Identifying Scheduling Problems

Resolving Scheduling Conflicts

Using the Critical Path to Shorten a Project

Summary

Chapter 11: Resolving Resource Problems

Understanding How Resource Conflicts Occur

Spotting Resource Conflicts

Resolving Conflicts

Summary

Part V: Tracking Your Progress

Chapter 12: Understanding Tracking

Understanding the Principles of Tracking

Using Baselines

Changing the Baseline

Understanding Tracking Strategies

Summary

Chapter 13: Recording Actuals

Organizing the Updating Process

Understanding Calculation Options

Setting the Project Status Date

Updating Tasks to Reflect Actual Information

Actuals and Costs

Techniques and Tips for Updating

Summary

Chapter 14: Ways to Review Progress

Viewing Tasks That Are Slipping

Viewing with Baseline Information

Taking Advantage of the Tracking Gantt View

Using Tables to View Progress

Viewing Progress Lines

Comparing Versions of Projects

Summary

Chapter 15: Analyzing Financial Progress

Understanding Earned Value

Evaluating Cost Information

Making Adjustments During the Project

Summary

Part VI: Advanced Microsoft Project

Chapter 16: Customizing Microsoft Project

Modifying Project's Behavior and Interface

Using Custom Fields

Summary

Chapter 17: Using Macros to Speed Your Work

Using Macros

Recording Macros

Running Macros

Using Shortcuts to Run Macros

Creating VBA Code

Summary

Chapter 18: Importing and Exporting Project Information

Using Copy and Paste

Exporting Information

Importing Information

Troubleshooting

Summary

Part VII: Working in Groups

Chapter 19: Coordinating Multiple Projects Outside Project Server

Consolidating Projects

Understanding Consolidated Projects and Dependencies

Viewing Multiple Projects

Viewing the Critical Path across Projects

Sharing Resources Among Projects

Collaborating Using SharePoint

Summary

Chapter 20: Preparing to Use Project Server

Understanding Project Server and Project Web App

Planning the Implementation

Avoiding the Pitfalls

Summary

Chapter 21: Project Server and the Administrator

Specifying Project Server Features for Your Organization

Managing Security Settings

Managing Users

Working with Views

Working with the Enterprise Global Template

Setting Up and Editing Enterprise Resources

Managing Timesheet and Task Settings

Customizing Project Web App

Setting Up Project Detail Pages

Establishing Enterprise Project Types

Workflow Phases and Stages

Housekeeping Chores

Summary

Chapter 22: Project Server and the Project Manager

Using Project Web App to Manage Projects

Working with Web-Based Projects in Project Professional

Assigning Resources to Projects

Tracking Progress

Summary

Chapter 23: Project Server and the Day-to-Day User

Logging on to Project Web App

Reviewing the Home Page

Customizing the Home Page

Viewing and Recording Information

Submitting a Project Proposal

Working with Documents

Reporting Status

Summary

Chapter 24: Project Server and the Executive

Logging into Project Web App

Using Workflows to Manage Projects

Analyzing Possible Project Portfolios

Summary

Part VIII: Appendices

Appendix A: What's on the Web Site

Appendix B: Project Management Worksheet

Appendix C: Available Fields and Functions for Custom Field Formulas

Appendix D: Project Management Resources

Appendix E: Glossary

End User License Agreement

List of Tables

Chapter 2: Exploring the Microsoft Project Environment

TABLE 2.1 New Features in Project 2010

Chapter 4: Building Tasks

TABLE 4.1 Effort-Driven Scheduling and Task Types

Chapter 7: Using Views to Gain Perspective

TABLE 7.1 Default Task Filters

TABLE 7.2 Default Resource Filters

Chapter 9: Reporting on Progress

TABLE 9.1 Headings in the Earned Value Report

Appendix C: Available Fields and Functions for Custom Field Formulas

TABLE C.1 Task Fields Available for Custom Field Formulas

TABLE C.2 Resource Fields Available for Custom Field Formulas

TABLE C.3 Functions Available for Custom Field Formulas

List of Illustrations

Chapter 1: The Nature of Projects

FIGURE 1.1 In this figure, all tasks appear — those with slack and those on the critical path.

FIGURE 1.2 When you apply the appropriate filter, only the tasks that can’t afford delay appear in your schedule.

FIGURE 1.3 The Gantt Chart bars represent timing of the tasks in a project.

FIGURE 1.4 The network diagram resembles a flow chart for work in a project.

FIGURE 1.5 The work breakdown structure chart reminds you of a typical company’s organization chart.

FIGURE 1.6 The outline format of a Project schedule clearly shows the various phases of your project. Dependencies among tasks have not yet been established; every task starts at the same time, which isn’t always possible.

FIGURE 1.7 The darker portion of each upper taskbar and the percentageFIGURE to the right of each upper taskbar indicate the percentage of each task that is complete.

Chapter 2: Exploring the Microsoft Project Environment

FIGURE 2.1 Project's opening screen.

FIGURE 2.2 The Ribbon consists of tabs that contain groups of buttons.

FIGURE 2.3 Buttons with arrows serve multiple purposes.

FIGURE 2.4 You can add common commands such as New and Open to the QAT by clicking the Customize Quick Access Toolbar button.

FIGURE 2.5 The Mini Toolbar contains commonly used commands, such as inserting or deleting a task.

FIGURE 2.6 In Project 2010, Backstage view replaces the File menu.

FIGURE 2.7 When you enter information in the Gantt Chart view, the split pane displays task details in the Gantt table and bars representing tasks in the Gantt Chart.

FIGURE 2.8 You can enter or edit text in individual cells or in the Entry bar.

FIGURE 2.9 Use the Display options of the Project Options dialog box to enable the Entry bar in every project file.

FIGURE 2.10 To switch to a popular view, use View shortcut buttons in the lower-right corner or the list that appears at the bottom of the Gantt Chart button.

FIGURE 2.11 The Task Views group and the Resource Views group (to the left of the View tab) help you switch quickly to the most popular task and resource views.

FIGURE 2.12 The More Views dialog box lists all of Project's views, as well as any you might add.

Chapter 3: Creating a New Project

FIGURE 3.1 Select a template on which to base your project.

FIGURE 3.2 Click Recent in the Backstage view to see a list of the last 17 projects you opened.

FIGURE 3.3 Use the Open dialog box to navigate to the folder where you store projects and select a project to open.

FIGURE 3.4 The Project Information dialog box tracks basic information about each project.

FIGURE 3.5 Use the arrow keys at the top of this calendar to choose other months.

FIGURE 3.6 By reviewing the Calendar settings in the Project Options dialog box, you ensure that you and Project are speaking the same language when you enter task-duration information.

FIGURE 3.7 The Schedule tab is where you modify the default settings for entering tasks.