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As data floods into your company, you need to put it to work right away—and SQL …. Get up to speed on Microsoft Project and learn how to manage projects large and …. Skip to main content.

Start your free trial. Book description Microsoft Project is brimming with features to help you manage any project, large or small. Get a project management primer. Discover what it takes to handle a project successfully Learn the program inside out.

Get step-by-step instructions for Project Standard and Project Professional Build and refine your plan. Put together your team, schedule, and budget Achieve the results you want. Build realistic schedules, and learn how to keep costs under control Track your progress.

Measure your performance, make course corrections, and manage changes Use Project’s power tools. Customize Project’s features and views, and transfer info directly between Project and other programs. Show and hide more. Table of contents Product information. Project Management: The Missing Manual 1. What Is Project Management? It provides an introduction to managing projects and shows you how to use Project to do so.

For more experienced project managers, this book can help you take your Project prowess to a new level with tips, timesaving tricks, and mastery of features that never quite behaved the way you wanted. This time around, Project Standard and Professional have a bunch of new and improved features that could quickly grow on you.

The big change, of course, is that Project now uses the Microsoft fluent interface a. It takes some getting used to, but many commands that took a cartload of clicks in the past, like turning summary tasks on and off, are now at your mousing fingertip.

The ribbon user interface. If you knew the old menu bar inside and out, you might approach the ribbon with some trepidation. Instructions for using the ribbon, tabs, and commands start on Getting Around Project and also are scattered throughout this book wherever their corresponding features are discussed.

Working with summary and subtasks. The Insert Summary command Moving Tasks creates a new summary command with one subtask below it, ready for you to type its task name. You can also select several subtasks and use the Insert Summary command to make them all subtasks of the new summary task. Easier formatting. When you right-click a selection—such as a single cell, a row, or several cells—a mini-toolbar Changing Selected Text appears with formatting commands for the font, font color, background color, bold, italic, and more.

The mini-toolbar also has other frequently used commands related to what you right-click. For example, if you right-click a task, the toolbar includes buttons for setting the percent complete on the task. The Gantt Chart style gallery on the Format tab lets you choose colors for your task bars.

You can now copy and paste between Project and other programs without losing formatting Copying Information. For example, if you paste an indented task list from Word or an email message into Project, the program can keep the formatting from the original document and automatically use the indenting to create tasks at the appropriate outline level. Timesaving features.

Dragging the Zoom slider on the status bar to the left or right adjusts the timescale in a view. Project makes it easier to find your place in a table by highlighting the row ID and column heading for the selected cell, like Excel has always done.

Wrapping long names. The Task Name column automatically wraps text to show the full task name in the current width of the column. Fast and easy column changes. Then, in the drop-down list that appears, choose the field you want to add. Alternatively, you can add a column by clicking the Add New Column heading on the far right of a table.

Edit a column by right-clicking its column heading and then choosing Field Settings. Or edit a custom field from within the table by right-clicking the custom field column heading and then, on the shortcut menu, choosing Custom Fields.

Faster filtering, grouping, and sorting. AutoFilter is automatically turned on, so you can filter a table by clicking the down arrow in any column. A drop-down menu appears with choices for sorting, grouping, or filtering by values in the column Quick and Dirty Filtering with AutoFilter. Saving views and tables. When a view is just the way you want it, you can save the view and its components by clicking a view button on the View tab and then choosing Save View Modifying a combination view.

A new option tells Project to either automatically copy your customizations to the global template or to keep them in your local file unless you specifically copy them using the Organizer Sharing Custom Elements. User-controlled scheduling. In Project , the Manually Scheduled mode puts you in total control over when a task is scheduled. You can still set date constraints as you could in earlier versions, but date constraints apply to either the start date or the finish date, not both.

With a manually scheduled task, you can pin the start or finish date, or both, to the calendar dates you want Planning with Manually Scheduled Tasks , which is perfect for plunking a training class onto the specific days it occurs. The scheduling that you know and love from earlier versions of Project is now called Auto Scheduled mode. Filling in placeholder information.

Early in planning, you might be missing some task information. Perhaps the only thing you know is that Becky in engineering is the one who will give you the duration and dependencies for a task. Now you can create a manually scheduled task and fill in what you know Creating Tasks with Incomplete Information.

When you get the full story about a task, you can fill in the information and change it to an auto-scheduled task if you want. Top-down planning. As you create subtasks under summary tasks, Project can keep track of the duration you specified for the summary task and tell you whether the total duration of the subtasks fits within the summary task duration or runs past the allotted time Planning from the Top Down.

Viewing the project timeline. The Timeline view is aptly named. It starts out showing the date range for your project as a simple horizontal bar—the timeline. You can use the timeline to pan and zoom around the dates in a view timescale—for example, in a Gantt Chart. Drag the current date range Customizing the Timeline to move forward or backward in time or drag an end of the timeline bar to change the start or end date you see.

You can also add tasks to the timeline to see or communicate a high-level view of your project. Display tasks in the timeline as bars to keep your attention on key tasks. Adding tasks to the timeline as callouts is perfect for showing summary tasks like phases. You can paste the timeline into an email message or a presentation to share with others. Work with resource assignments with Team Planner.

Project Professional includes the Team Planner view Quickly Assigning Resources with Team Planner , which uses swimlanes to show tasks assigned to resources. Unscheduled tasks sit in the Unscheduled Tasks column of the view, ready for you to drag onto the timescale. Team Planner helps you spot unassigned tasks or overallocated resources. The view even has a setting to automatically prevent overallocations. Leveling overallocations. In addition, you can choose to level selected tasks or resources, a specific resource, or an entire project.

Synching Project tasks with a SharePoint task list. Whether you create a task list in SharePoint or in Project, you can synchronize the two. Team members can update task status in SharePoint, which you then see in Project. Or you can make changes in Project that automatically pass back to SharePoint for your team. View scheduling issues and fix them. Project indicates potential scheduling problems by underlining task values with red squiggles, similar to the ones you see for misspellings in Word.

Right-clicking a cell with a red squiggle displays a shortcut menu of commands to help you fix the issue, such as rescheduling the task or simply ignoring it.

In addition, you can open the task inspector Task Inspector: Help with Schedule Problems , a beefier version of task drivers from Project The Task Inspector pane shows the factors that influence a task schedule, such as a predecessor, calendar, date constraint, resource assignments, overallocations, or all of the above.

The Project Task Inspector pane also offers commands for fixing issues. Playing what-if games. New in Project , inactivating tasks takes what-if games to a higher level and longer time period for decisions.

Or create tasks for proposed change requests. Then you can inactivate those tasks. Although this book is about the desktop versions of Project , Project Server now combines both enterprise project management and portfolio management in the same product. In the past, you needed Project Server and Project Portfolio Server to accomplish the same capabilities. The enterprise side has lots of new and improved features in areas like time status and reporting, customizable workflows, and resource capacity planning.

In the planning stage, Project helps you develop a project schedule. You add the tasks and people to a Project file, link the tasks together in sequence, assign workers and other resources to those tasks, and poof! Project calculates when tasks start and finish, how much they cost, and how many hours each person works each day. Project helps you develop better project plans, because you can revise the schedule quickly to try other strategies until the plan really works.

Views and reports help you spot problems, like too many tasks assigned to the same overworked person. Once a project is under way, you can add actual hours and costs to the Project file. With actual values, you can use Project to track progress to see how dates, cost, and work compare to the project plan. If problems arise, like tasks running late or over budget, you can use Project tools, views, and reports to look for solutions, once again quickly making changes until you find a way to get the project back on track.

At the same time, plenty of project management work goes on outside Project. Projects produce a lot of documents besides the project schedule. For example, a project plan may include financial analysis spreadsheets, requirements and specifications documents, change requests databases, and diagrams to show how the change management process works.

In addition, thousands of email messages, memos, and other correspondence could change hands before a project finishes.

For example, you may have a risk management plan that identifies the risks your project faces, and what you plan to do if they occur. You may also develop a spreadsheet to track those risks and your response if they become reality. The enterprise features in Project Server combined with SharePoint help you track risks, issues, changes, and more. In one respect, choosing between Project Standard and Project Professional is easy.

Project Standard works for most one-person shows, even if you manage several projects at the same time. You can communicate with your team via email and share documents on a network drive, or using a SharePoint website Updating the Tasks list. However, Project Professional adds the Team Planner and the ability to inactivate tasks and synchronize Project tasks to a task list in SharePoint The difference between Project Standard and Project Professional is that you can turn on the enterprise features in Project Professional and connect it to Project Server and Project Web App to collaborate, communicate, and share across hundreds of projects and people.

Setting up an enterprise-wide project management system takes some planning and effort, depending on the size and complexity of your organization. Whether your company is small, medium, or large, you must weigh the benefits of managing projects company-wide against the effort and expense of defining project management policies, setting up the system, and bringing everyone up to speed.

Here are some of the advantages that Project Professional and the enterprise project management software offer:.

Track all projects in one place. You build Project schedules with Project Professional. When a project is ready for prime time, you publish it to Project Server to add it to the overall project portfolio. Then the status for all projects appears in a single view. Share resources enterprise-wide. Instead of playing phone tag with other project managers about when resources are available, Project Server keeps track of all resources and when they work on which project.

Communicate with resources. Project Web App makes it easy for you to communicate with your team, requesting status, sending messages, and so on. It also makes it easy for your team to communicate with you, replying with status, accepting assignments, or providing time worked.

Team members can fill out timesheets for project work. The time they submit shoots straight into the Project Server database to update progress on your projects.

Track issues, risks, and documents. Projects are more than schedules. Using SharePoint websites and Project Web App, team members can collaborate on all these elements online.

However, you must purchase Project Server which includes Project Web App through Microsoft or Microsoft partners and solution providers. Managing a project requires other programs in addition to Project.

Word and Excel are eager participants for the documents and financial analysis you produce. PowerPoint is ideal for project presentations and status meetings. And Outlook keeps project communication flowing. This book includes instructions for using these programs in some of your project management duties. You can purchase Office at stores like Staples or websites like www. Here are some of the ways you might use these products in project management:.

Producing documents like the overall project plan, work package descriptions, requirements, specifications, status reports, and so on.

Creating spreadsheets for financial analysis or tracking change requests, risks, issues, and defects reported. Putting together presentations for project proposals, project kickoff, status, change control board meetings, and so on. Publishing newsletters, fliers, invitations to meetings, and so on.

A more robust alternative to Excel for tracking change requests, requirements, risks, and issues. Visio Professional is another program that comes in handy, whether you want to document project processes in flowcharts or generate Visio-based visual reports. Project has caught up with its Office counterparts by now using the ribbon instead of the menu bar.

The Project window is chockablock with panes and other parts that either show the information you want or help you work faster. Some features, like the ribbon and the main Project view, are always available, while others, like the Task Inspector pane, can hide until you need them. This section shows you the basics of the Project interface. Chapter 3 takes you on a full tour of the Project ribbon and all the components within the Project window. To provide easy access to an ever-increasing number of commands, Microsoft came up with the ribbon.

Programs like Word and Excel had the ribbon in Office Now Project joins their ranks.

 
 

Microsoft project 2010 the missing manual pdf free download

 

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