Advanced Microsoft Project

Introduction

• Welcome
• What you should know before watching this course
• Using the exercise files

1. Options for Opening and Saving Project Files

• File opening and saving shortcuts
• Saving project files in a specific format and location

2. Mastering Resource Assignments

• Understanding duration, work, and units
• Recalculating duration, work, and units for assignment changes
• Keeping task duration fixed
• Maintaining total task work
• Changing resource allocations to a task
• Adding and removing resources from a task
• Replacing resources on a task
• Changing multiple assignments on the same task
• Defining part-time resources using Max Units
• Defining part-time resources using resource calendars
• Scheduling a task to override resource calendars
• Editing in-progress task assignments

3. Managing Project Costs

• Fine-tuning work resource costs
• Setting cost rates that change over time
• Defining time-based material costs
• Accounting for overtime costs
• Editing resource costs manually
• Updating actual cost for cost resources

4. Working with Earned Value

• Setting up a project to track earned value
• Understanding earned value analysis
• Reviewing earned value with a visual report

5. Exchanging Data with Other Programs

• Hyperlinking in Project
• Copying data from other programs into Project
• Copying data between Project files
• Choosing security settings for importing data
• Importing data into new Project records
• Importing data into existing Project records
• Exporting data from Project

6. Customizing Fields

• Understanding custom fields
• Naming a custom field
• Creating a formula to calculate field values
• Calculating formula values for summary tasks
• Displaying field values graphically
• Creating a lookup table of valid values
• Formatting task bars based on custom field values

7. Customizing Graphical Reports

• Creating a custom graphical report from an existing report
• Customizing the fields displayed in a graphical report
• Filtering and grouping results in a graphical report
• Customizing a chart in a graphical report
• Customizing a table in a graphical report
• Customizing a text box in a graphical report
• Arranging graphical report components

8. Customizing Visual Reports

• Choosing the fields displayed in a visual report
• Filtering values in a visual report
• Categorizing results in a visual report
• Expanding and collapsing results
• Formatting the chart in a visual report
• Creating a custom visual report template

9. Sharing Customizations

• Saving project options for individual projects
• Understanding the Project Organizer
• Saving customized and new elements
• Copying customized elements to your Project global template
• Copying customized elements between files

10. Working with Multiple Projects

• Creating a resource pool to share resources
• Using shared resources on a project
• Opening and saving a project file with shared resources
• Editing resource information in a resource pool
• Creating a master project
• Inserting subprojects into a Project file
• Linking tasks in different projects

Conclusion

• Goodbye