Microsoft Office Project 2003 Step by Step eBook Information dialog box, 169 ... importing Excel,...

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497 Index Symbols # (pound signs), 110, 386 % Work Complete field, xxv, 113–14 _ (underscore), 365 A abbreviations for durations, 37 accessing practice files, 34 accrual, 485 actual plans, 344–50 actuals collecting from resources, 295 defined, 107, 191, 485 entering for assignments, 288–89 handling information submitted from resources, xliv, 450–55 manually entering, 290, 294 Project’s rules for, 114–15 scheduling around status date, 298 tracking, xxv, xliii, 114–18, 282–89, 441–45 ACWP (actual cost of work per- formed), 382, 485 Add Information pane, 49 allocation. See also overalloca- tions; resources defined, 485 states of, 173–74 underallocated resources, 173, 392, 495 viewing resource, xxx, 174–80 Analysis toolbar, 273 Analyze Costs view, 312 Analyze Timescaled Data Wiz- ard, 273–75 arrow symbols of Copy button, 363 As Late As Possible constraint, 129, 133 As Soon As Possible constraint, 129, 130, 145 Assign Resources dialog box, xxiii, 73–75, 169 Assignment Information dialog box, 169 assignment notes, 166 assignments, 71–83. See also contouring resource assignments; effort-driven scheduling applying different pay rates to, xxix, 166–67, 170 assigning extra resources, xxiii, 76–81 clearing for deleted sharer plans, 409 contouring, xxix, 63, 137, 163–66 controlling with Smart Tags actions, xxiii, 78–79 defined, 485 delaying, xxix, 161–62, 170 documenting contouring, 166 editing, xxxvii, 182–83, 330–34 entering actual values for, 288–89, 294 matching material resources to tasks, 82–83 Outlook for viewing and report- ing progress on, xliii, 446–50 overallocating resources, 71, 83 overview, 71, 83 recording progress in Tasks Center, 442–43 reducing costs by shortening, 330–34 resolving issues, xliv, 467–69 resource leveling, 188 scheduling duration, units, and work, 76, 83 to tasks, xxii, 72–75 tracking actuals, xxxv, 277, 282–89, 290–95 undoing, 74–75 updating in sharer plan, 399 viewing in resource pool, xl, 397–99 AutoFilter, xxxi, 206, 207, 387 automatic saving, 26, 374 B BAC (budget at completion), 387, 485 back-loaded contour, 164 Bar command, 104 Bar Styles command, 343 Bar Styles dialog box, 86, 345, 346, 347 bars colors of task, 280, 304, 305 customizing, 345 dragging vertical divider, 285 formatting for Calendar view, xxxviii, 353–55, 356 formatting Gantt, xxiii, xxxvii, 86–87, 90–91, 104, 343–50 progress bars, 112, 491 Bars tab (Bar Styles dialog box), 347 Base Calendar box (Resource Information dialog box), 68 base calendars, 27. See also calendars assigning to task, 138 creating, xxvii, 139 defined, 485 Night Shift, 68 sharer plans and, xli, 402 Standard, 66, 67 baseline costs, defined, 190 baseline plans, comparing with interim and actual plans, 344–50 baselines actual progress vs. baseline, 303–7 color of baseline schedules, 304 defined, 108, 278, 485 saving, xxiv, 108–11, 119, 281–82, 299 updating, 278–82, 299 updating task, xxxv, 279 BCWP (budgeted cost of work performed), 383, 384, 485 BCWP

Transcript of Microsoft Office Project 2003 Step by Step eBook Information dialog box, 169 ... importing Excel,...

497

IndexSymbols# (pound signs), 110, 386% Work Complete field, xxv,

113–14_ (underscore), 365

Aabbreviations for durations, 37accessing practice files, 34accrual, 485actual plans, 344–50actuals

collecting from resources, 295defined, 107, 191, 485entering for assignments,

288–89handling information submitted

from resources, xliv, 450–55manually entering, 290, 294Project’s rules for, 114–15scheduling around status date,

298tracking, xxv, xliii, 114–18,

282–89, 441–45ACWP (actual cost of work per-

formed), 382, 485Add Information pane, 49allocation. See also overalloca-

tions; resourcesdefined, 485states of, 173–74underallocated resources, 173,

392, 495viewing resource, xxx, 174–80

Analysis toolbar, 273Analyze Costs view, 312Analyze Timescaled Data Wiz-

ard, 273–75arrow symbols of Copy button,

363As Late As Possible constraint,

129, 133As Soon As Possible constraint,

129, 130, 145

Assign Resources dialog box, xxiii, 73–75, 169

Assignment Information dialog box, 169

assignment notes, 166assignments, 71–83. See also

contouring resource assignments; effort-driven scheduling

applying different pay rates to, xxix, 166–67, 170

assigning extra resources, xxiii, 76–81

clearing for deleted sharer plans, 409

contouring, xxix, 63, 137, 163–66

controlling with Smart Tags actions, xxiii, 78–79

defined, 485delaying, xxix, 161–62, 170documenting contouring, 166editing, xxxvii, 182–83, 330–34entering actual values for,

288–89, 294matching material resources to

tasks, 82–83Outlook for viewing and report-

ing progress on, xliii, 446–50overallocating resources, 71, 83overview, 71, 83recording progress in Tasks

Center, 442–43reducing costs by shortening,

330–34resolving issues, xliv, 467–69resource leveling, 188scheduling duration, units, and

work, 76, 83to tasks, xxii, 72–75tracking actuals, xxxv, 277,

282–89, 290–95undoing, 74–75updating in sharer plan, 399viewing in resource pool, xl,

397–99AutoFilter, xxxi, 206, 207, 387automatic saving, 26, 374

BBAC (budget at completion),

387, 485back-loaded contour, 164Bar command, 104Bar Styles command, 343Bar Styles dialog box, 86, 345,

346, 347bars

colors of task, 280, 304, 305customizing, 345dragging vertical divider, 285formatting for Calendar view,

xxxviii, 353–55, 356formatting Gantt, xxiii,

xxxvii, 86–87, 90–91, 104, 343–50

progress bars, 112, 491Bars tab (Bar Styles dialog box),

347Base Calendar box (Resource

Information dialog box), 68

base calendars, 27. See alsocalendars

assigning to task, 138creating, xxvii, 139defined, 485Night Shift, 68sharer plans and, xli, 402Standard, 66, 67

baseline costs, defined, 190baseline plans, comparing with

interim and actual plans, 344–50

baselinesactual progress vs. baseline,

303–7color of baseline schedules, 304defined, 108, 278, 485saving, xxiv, 108–11, 119,

281–82, 299updating, 278–82, 299updating task, xxxv, 279

BCWP (budgeted cost of work performed), 383, 384, 485

BCWP

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Microsoft Press
Note
Microsoft® Office Project 2003 Step by Step (ISBN 0-7356-1955-7) by Carl Chatfield, PMP and Timothy Johnson, MCP. Published by Microsoft Press. Copyright © 2004 by Carl Chatfield and Timothy Johnson.

498

BCWS (budgeted cost of work scheduled), 382, 384, 486

blank report pages, 233bottom-up planning, 41, 486box styles, 351–53Box Styles dialog box, 351browser

reviewing Project data in Web, 248

viewing Web page in, 252budget. See costsbudget at completion (BAC),

387, 485budgeted cost of work per-

formed (BCWP), 383, 384, 485

budgeted cost of work sched-uled (BCWS), 382, 384, 486

Build Team from Enterprise fea-ture, 427, 439

burdened labor rate, 317, 486buttons. See also specific buttons

by nameassigning macros to, xxxix,

375–78customizing image on toolbars,

xxxix, 377–78displaying all toolbar, 7

Ccalculating pay rates, 158–59Calculation tab (Options dialog

box), 294, 388Calendar tab (Options dialog

box), 37Calendar view

bar style formatting for, 353–55, 356

illustrated, 18, 354Page Setup dialog box for, 225

calendars, 26–28, 30. See alsobase calendars; project cal-endars; resource calendars

defined, 486editing in resource pool, 416importing Outlook data to, 442Night Shift base, 68picking date with, 25project, 26, 491resource, xxii, 66–68, 442, 492selecting base, 27

setting up nonworking time, 27–28

Standard base, 66, 67, 493task, xxvii, 138–40, 152task duration and project, 36–39

centers on Home page, 442Change Project pane, 141, 142Change Working Time dialog

box, 27–28, 67, 139, 402–3clearing check boxes, 188Collaborate menu (Profes-

sional), 12colors of task bars, 280, 304, 305Column Definition dialog box,

87columns, widening, 87–88, 110Compare To Baseline export

map, 308connection status, manual or

automatic, 11consolidated projects, xli–xlii,

409–12, 416, 486constraints. See also inflexible

constraints; semi-flexible constraints

As Late As Possible, 129, 133As Soon As Possible, 129, 130,

145categories and types of, 128–29choosing categories, 130deadline dates and, 144–45defined, 55, 486driving, 323Finish No Earlier Than, 129Finish No Later Than, 129inflexible, 489Must Finish On, 129, 144, 152Must Start On, 129setting, xxvi, 131–32Start No Earlier Than, 129, 130,

131–33troubleshooting problems with,

129, 152types of cost, 477viewing details in ScreenTip,

132consumable resources, 62consumption rates

fixed, 488material resources, xxix, 167–70variable, 167

contour, 486contour indicator, 164

contouring resource assign-ments, 63

applying contours, xxix, 163–66back-loaded contour, 164documenting, 166split tasks and, 137

Copy Cell command, 242Copy Picture feature, 242–45,

253, 256, 367Copy Picture to Office Wizard,

260–64copying and pasting

data into Project, 256–59, 275portions of tables, 242

cost indicators in earned value analysis, xl, 385–87

Cost Overbudget filter, 312cost performance index (CPI),

386, 486cost rate tables, 155, 486Cost table, 310, 314, 320cost variance (CV)

defined, 386, 487reducing, 330–34, 339schedule and, 321sorting resources by, xxxvi,

315–16stoplight view of, 300, 318–21viewing, xxxvi, 309–10

costs. See also cost variance; pay rates

burdened labor rate, 317, 486defined, 486displaying task’s baseline, 310evaluating resource costs,

313–16examining project, xxx, 190–92fixed, xxvii, 147–48, 488grouping resources by, 202–6project triangle model and, 323,

477–78reducing resource, xxxvii,

330–34relationship to time and scope,

478–81resource, 64–65, 166–67, 170reviewing task, 308–13tips for working with resource,

316viewing details, 195

CPI (cost performance index), 386, 486

BCWS

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Create New Base Calendar dialog box, xxvii, 139

critical pathchanging task relationships on,

338defined, 133, 135, 152, 486finish date and, 193, 195viewing, xxvi, 133–35, 152working with, 135

critical tasksin Calendar view, 355filtering, xxxvii, 335illustrated, 134

cross-project links, 416current costs, 190–91Custom AutoFilter dialog box,

207custom fields, 51, 193, 317custom Gantt charts, 86–92custom Project Guide, 425, 426,

427, 439Custom Reports dialog box, 235custom task calendars, 138–40,

152Customize dialog box, 374Customize Fields dialog box,

318–19customized Home page, 442customizing

availability of resources, xxviii–xxix, 159–61, 167, 170

bar styles, 345button image on toolbars, xxxix,

377–78report headers and footers, xxiv,

102–4sharing custom tables between

projects, xxxviii, 361–65tables, xxxii, 210–14, 218toolbars, xxxix, 374–79views, xxii, xxxii, 86–92, 214–17,

218CV%, 386, 487CV. See cost variance

Ddata. See also organizing project

datacopying and pasting into

Project, 256–59, 275exporting from any view, 248

importing address book infor-mation, 57

importing Excel, 35, 265–69, 275organizing for stakeholder

review, 197saving to text file with Export

Wizard, 272–73sorting in view, xxxi, 197–202

data maps, 245–46data templates, 352. See also tem-

platesData Templates Definition dia-

log box, 352date format, 160dates. See also finish dates

changing in all linked sharer plans, 403

displaying and changing on timescale, 292, 299

entering deadlines, xxvii, 144–47status, xxxix, 298, 382, 383, 493

deadline indicator, 145deadlines

checking project finish date, xxx, 192–95

defined, 487entering dates for, xxvii, 144–47limiting scheduling flexibility

with constraints, 144–45, 152missed deadline indicator, 145,

326removing from tasks, 147resolving missed, 324–29

Deadlines and Constraints pane, 131

default settingsconstraint start and end times,

132task relationships, 124view, 86work contour type, 163

Define Group Interval dialog box, 204

delaysdelayed tasks, xxxv–xxxvi,

302–8starting assignments, xxix,

161–62, 170deleting

custom toolbars and maps, 378–79

items from global templates, 378–79

deliverables, 36, 476, 487dependencies

defined, 487between projects, xlii, 412–16

destination programs, 255, 487Detail Gantt view, 133–34displaying

buttons on toolbars, 7cost indicators, xl, 385–87, 388cost variances, xxxvi, 309–10dates on timescale, 176, 292, 299details from multi-project view,

xliv, 455–61Earned Value form, 387Office Assistant, 374overbudget resources, xxxvi,

312–13, 320–21summary tasks only, 310task’s baseline costs, 310Tasks pane, 34Variance table, xxiv, 110, 307

docked toolbars, 375documents

creating library for, xlv, 470–71types of associations for, 469,

472uploading to library, 472

drawing on Gantt charts, xxiv, 92–94, 104

Drawing toolbar, 93, 94drilling into portfolio details,

xliv, 455–61driving constraints, 323duration, 36–39. See also tasks

abbreviations for, 37changing for task contouring,

165checking plan, xxi, 51–53defined, 487effort-driven scheduling and, 81elapsed, 37, 487entering actuals for tasks, xxv,

116–17entering task, xx, 38–39fixed, 140, 152, 488making accurate, 39managing project constraints,

478–81overview, 36project triangle model and, 323,

477reducing with additional

resources, 77–78

duration

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duration (continued)reducing subtask, 326–27, 329relationship to costs and scope,

478–81rescheduling and changing val-

ues of, 140–44as scheduling formula compo-

nent, 76unaffected by materials alloca-

tion, 83Duration column in Gantt Chart

view, 87–88

EEAC (estimate at completion),

387, 487earned value, 383earned value analysis, 380–88

changing calculation of earned value numbers, 388

defined, 308, 381–82, 388, 487displaying cost indicators, xl,

385–87, 388displaying Earned Value form,

387viewing schedule indicators,

xxxix, 382–85, 388Earned Value dialog box, 388Earned Value form, 387Earned Value Schedule Indica-

tors tables, 383–85Edit Assignments view, 162editing

assignments, xxxvii, 182–83, 330–34

calendars in resource pool, 416macros, xxxviii–xxxix, 369–73maps, 249Project data as Web pages, 249reports, xxxiii, 234–37

editions of Microsoft Project, 5Effort driven check box (Task

Information dialog box), 77

effort-driven schedulingdefined, 76, 83, 487duration and, 81enabling/disabling, 77evaluating application of, 81task types and, 144

elapsed duration, 37, 487

employeesadjusting working times for sin-

gle, xxii, 66–68allocating tasks to categories of,

59assigning to tasks, xxii, 72–75entering pay rates for, 64–65setting up as work resources,

xxi, 55–59enabling

effort-driven scheduling, 77Preview option for Open dialog

box, 29endeavor, 475Enterprise custom fields

(Project Information dia-log box), 51, 193

enterprise global template, 360enterprise project management

(EPM). See also Microsoft Office Project 2003 Server; Microsoft Office Project 2003 Web Access

about, 419, 420benefits of, 439Build Team from Enterprise fea-

ture, 427, 439custom fields for, 51, 193custom Project Guides, 439defined, 487deploying Project Server–based,

421displaying multi-project details,

xliv, 455–61enterprise global template with

Project Server, 360enterprise templates, xlii,

421–22, 423, 439handling actuals from resources,

xliv, 450–55Outlook for reporting actual

work, xliii, 446–50portfolio management, 391reporting to stakeholders, 302Resource Substitution Wizard,

xlii, 429–36, 439toolset for, 420–21tracking actuals in Project Web

Access, xliii, 441–45enterprise resource outline

codes, 429enterprise resource pool, 424,

487

enterprise templates. See alsoglobal templates; templates

about, 421–22, 439associating customized Project

Guide with, 425contents of, 423creating project plan from, xlii,

422–27defined, 488

Entry table, 488EPM. See enterprise project

managementequipment

assigning to tasks, xxii, 72–75pay rates for, 64–65setting up resources for, xxi,

60–62as work resource, 56–57

estimate at completion (EAC), 387, 487

estimated task duration, 38, 39Excel, 35, 265–69, 275export maps, 245–49, 308, 367,

488Export Wizard, 246–47

exporting maps, 245–49Map Options page, 250–51Map Selection page, 247saving data to text file with,

272–73exporting

data from any view, 248data to Web page, 253maps, 245–49, 308, 367, 488source and destination pro-

grams, 255, 389external predecessors, 414, 416

FFF (finish-to-finish) tasks, 44,

124fields

% Work Complete, xxv, 113–14custom, 51, 193, 317defined, 488Group, 489Lag, 126sorting by, 200specifying graphical indicators

for tasks, 319timephased, 108–9, 494

duration

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typing first letter to navigate to, 347

filesaccessing practice, 34creating project file from tem-

plate, 6entering properties for, xx, 29Global.mpt, 359–60.mpd and .mpb, 270MPP, 30.mpw, 495opening different file formats,

xxxiv, 264–69.Published, 436, 438saving automatically, 26, 374saving file formats from Project,

xxxv, 270–73, 275Filter button, 210Filter Definition dialog box,

xxxi, 209, 307filtering

critical tasks, xxxvii, 335defined, 206, 488highlighting tasks for, 210removing, xxxi, 210slipping tasks, xxxvi, 305–6tasks and resources, 206–10, 218

finish dateschecking, xxx, 192–95critical path and, 193, 195scheduling projects from, 193soft, 192

Finish No Earlier Than con-straint, 129

Finish No Later Than constraint, 129

finish-to-finish (FF) tasks, 44, 124

finish-to-start (FS) tasksas default task relationship, 124defined, 44, 123linking items as, 45–48

Finish-to-Start Link button, 45, 47

fixed consumption rate, 488fixed costs, xxvii, 147–48, 488fixed duration, 140, 152, 488fixed task types, 140–41, 144,

152fixed units, 140, 152, 488fixed work, 140, 152, 488flexible constraints, 128, 129,

130, 488

floating toolbars, 375Font dialog box, 98fonts, 97–98footers, 102–4formatting, 343–56

Calendar view, 353–55, 356changing project Web page,

249–52fonts, 97–98Gantt bars, xxiii, xxxvii, 86–87,

90–91, 104, 343–50inserting gridlines between

tasks, xxxvii, 349items in Network Diagram view,

350–53project plans, 85removing text, 98report headers and footers, xxiv,

102–4text, 94–99

Formatting toolbar, 210formula

evaluating cost variance with, 319, 321

scheduling, 76, 140–41, 492Formula dialog box, 318–19free slack, 133, 134, 135, 488FS (finish-to-start) tasks. See

finish-to-start tasksfully allocated resources, 173,

392, 488

GGantt Chart view. See also Gantt

chartsadjusting timescales before

printing, 228defined, 343, 488Entry table, 488Network Diagram view vs., 356Page Setup dialog box for, 225pasting images or objects into,

256–57percent work complete in, 114progress bars and task comple-

tion, 112, 491snapshot of, xxxiv, 245, 258viewing entire project in time-

scale, xxi, 52Gantt Chart Wizard, 86, 89–91,

343, 356

Gantt charts. See also Gantt Chart view

bar representing tasks on, 34components of, 86creating finish-to-start relation-

ship in, 48customizing, xxii, 86–92drawing on, xxiv, 92–94, 104entering lag or lead time on, 127expanding Duration column,

87–88formatting bars, xxiii, xxxvii,

86–87, 90–91, 104, 343–50illustrated, 15–16previewing custom, 91–92printing custom, 92task relationships illustrated in,

44viewing personal assignments

on, 443views for, 343

GanttHead Web site, 484generic resources

defined, 422, 424, 489as part of enterprise templates,

423replacing, xlii, 429–36viewing, 428

Getting Started task pane, 8ghost tasks, 413, 414, 416, 489GIF images

copying information as, xxxiii–xxxiv, 242–45, 253

importing Gantt chart to Word as, 260–63

including in HTML Web page, 251

Global.mpt file, 359–60, 362global templates. See also enter-

prise templates; templatesdefined, 489deleting items from, 378–79elements and settings in, 359–61enterprise, 360renaming elements stored in,

361storage of macros in, 365

Go To dialog box, 280Go To Selected Task button, 139,

150grades of resources, 480

grades of resources

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graphic imagescopying information as GIF

images, xxxiii–xxxiv, 242–45, 253

customizing on toolbar button, xxxix, 377–78

importing Gantt chart to Word as GIF image, 260–63

including GIF images in HTML Web page, 251

graphical indicators, 319, 321Graphical Indicators dialog box,

319gridlines, xxxvii, 349, 350Gridlines dialog box, 349Group Definition in dialog box,

204Group field, 489grouping

defined, 489printing views having, 228project details, xxxi, 202–6, 218

Guide to the Project Manage-ment Body of Knowledge, A (PMI), 475, 484

HHeader tab (Page Setup dialog

box), 102headers, xxiv, 102–4Help

for Bar Styles dialog box, 345baselines, 110further Project resources, 483–84view and report, 85

Hide Subtasks button, 175, 310highlighting tasks for filtering,

210Home page, centers on, 442HTML

editing Project data as Web pages, 249

HTML templates, 249–52, 489including GIF files for HTML

Web page, 251saving project data in, 247

HTML templates, 249–52, 489hyperlinks. See also links

connecting tasks to Web page with, 48

defined, 489

IImport Wizard, 266–67import/export maps, 264–65,

271, 275, 489importing

address book information, 57Excel data, 35, 265–69, 275files to Project, 264–69, 275Outlook appointments and

events, 442source and destination pro-

grams, 255, 389Indent Tasks button, 42indenting tasks, 41–43inflexible constraints

defined, 128, 129, 130, 489negative slack, 132–33, 490

Insert Hyperlink dialog box, 50Insert Picture button, 103inserted projects, 409, 410, 411,

489inserting

field or functions in formula, 319

gridlines between tasks, xxxvii,349

hyperlinks, 50–51logos on reports, 103

interim plans, 344–50, 489interim project plans, 282Internet Explorer, 248interrupted tasks, xxvi, 135–38issues, 467–69

creating, xliv, 467–69defined, 467, 468risks vs., 464, 472types of associations for, 467,

472Item to Change list (Text Styles

dialog box), xxiv, 96

Jjob titles as resource names, 59

Kkeyboard shortcuts

assigning to macros, 365Go To dialog box, 280

LLag field (Task Information dia-

log box), 126lag time

defined, 124, 489entering, xxvi, 125, 126using, 152

lead timedefined, 124, 489entering, 125, 128tips on entering, 128

learning resources for Project, 483–84

legends, 231–32Level Resources dialog box, 184leveling overallocated

resources. See resource leveling

line manager, 490link line, 46Link Tasks button, 45, 124, 416links. See also hyperlinks

breaking to resource pool, 396creating between tasks, 45–48defined, 490inserting, 50–51from project plans to resource

pool, xli, 404–6to summary tasks, 47to task relationships, 124to tasks, xxi, 43–48

List Tasks pane, 34logos, 103

Mmacros, 365–73

assigning to toolbar button, xxxix, 375–78

defined, 490editing, xxxviii–xxxix, 369–73naming, 365recording, xxxviii, 365–69running, xxxviii, 368–69security level settings, 368storing in global template, 365

managing project variancescost and resource problems,

330–34, 339critical path and, 338, 339overview, 323–24

graphic images

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project triangle, 323, 339scope of work problems, 334–39time and schedule problems,

324–29Map Options page (Export Wiz-

ard), 250–51maps

defined, 245–46deleting, 378–79editing, 249exporting, 246–49, 367import/export, 264–65, 271, 275,

489selecting for data, 247

Margin tab (Page Setup dialog box), 222

master projects, 409Material Label field, 63material resources

assigning to tasks, 82–83comparing work and, 63consumption rates for, xxix,

167–70defined, 62, 69, 490setting up, xxi–xxii, 62

maximum units. See also unitsallocating for work resources,

58–60defined, 174, 195, 490equipment resources, 61–62

menu bar, 7Microsoft Excel, 35, 265–69, 275Microsoft Internet Explorer, 248Microsoft Office Project 2003.

See also Microsoft Office Project 2003 Professional edi-tion; Microsoft Office Project 2003 Standard edition

compatibility of file formats, 271editions of, 5family of products, 5, 30learning resources for, 483–84overview, 30project management with, 3–5scheduling engine in, 6, 30starting Professional edition, xix,

10–15starting Standard edition, xix,

6–9Microsoft Office Project 2003

Professional editionCollaborate menu, 12defined, 5

Enterprise custom fields of Project Information dialog box, 51

global template in, 360illustrated, 12starting, xix, 10–15tracking with, 278using with Project Server, 56,

160working offline with book tuto-

rial, 33Microsoft Office Project 2003

Server, 5assigning resource to resolve

issues, 467–69benefits of, 439Build Team from Enterprise fea-

ture, 427, 439communicating project details

in, 101creating document library, xlv,

470–71custom Project Guides, 439deploying, 421enterprise global template with,

360enterprise templates, 422, 423,

439EPM capabilities of, 56, 160generic resources, 424integrating WSS with, 463, 472publishing plan to, xliii, 436–39risk management in, 464–66staffing enterprise project with

resources, 427–36substituting resources, xlii,

429–36, 439toolset for, 420–21uploading documents to docu-

ment library, 472working with task assignments

in Outlook, xliii, 446–50Microsoft Office Project 2003

Standard editiondefined, 5global template in, 360illustrated, 7starting, xix, 6–9

Microsoft Office Project 2003 Web Access, 5

handling actuals from resources, xliv, 450–55

managing issues, 467–69Project Center, 456, 460

recording assignment progress in Tasks Center, 442–43

reporting out-of-office time, xliii, 444–45

reporting task changes, xliii, 441–45

risk management, 464–66Tasks Center, 460Updates Center, 452, 454, 460updating calendar automatically

with, 67Microsoft Office System Enter-

prise Project Management Solution, 419, 490

Microsoft Outlookimporting appointments and

events from, 442importing task lists from, 35viewing and reporting progress

on assignments, xliii, 446–50Microsoft PowerPoint, xxxiv,

259–64Microsoft Project. See Microsoft

Office Project 2003Microsoft Project Plan (MPP)

files, 30Microsoft Project Task List

Import Template, 269Microsoft Project Users Group

(MPUG), 483–84Microsoft Visio, 259–64Microsoft Visual Basic for Appli-

cations, 369–73about, 365, 369, 373, 379editing macros in, xxxviii–xxxix,

369–73recording macros in, xxxviii,

365–69Web site for, 484

Microsoft Wordcopying GIF image of Gantt

chart to, 260–63generating project summary

report in, xxxiv, 259–64saving data with Export Wizard

to, 272–73milestones, xx, 40–41, 490missed deadline indicator, 145,

326“month-at-a-glance” calendar

format, xxxviii, 354, 356More Filters dialog box, xxxi,

208More Groups dialog box, 203

More Groups dialog box

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More Tables dialog box, 211More Views dialog box, 19, 89,

215mouse

displaying dates in timescaled views, 176

dragging vertical divider bar, 285

splitting tasks with, 136–37viewing detail for Gantt chart

items, 280.mpb files, 270.mpd files, 270MPP (Microsoft Project Plan)

files, 30MPUG (Microsoft Project Users

Group), 483–84.mpw files, 495Msproject.com Web site, 484Multiple Pages button, 229Must Finish On constraint, 129,

144, 152Must Start On constraint, 129

Nnaming

macros, 365resource pools, 394toolbars, 375

negative slack, 132–33, 490Network Diagram view

completed tasks in, 351, 353defined, 18–19formatting, 350–53, 356illustrated, 19, 353nodes, 350–51task relationships in, 44, 86

New Business template, 9, 14New Toolbar dialog box, 375newsgroups for Project, 484night shift, 490Night Shift base calendar, 68nodes in Network Diagram

view, 350–51noncritical tasks, 133, 134, 490nonworking time

illustrated in Scheduled Tasks pane, 46

reporting out-of-office time as, xliii, 444–45

setting up, xx, 26–29

specifying for individual work-ers, xxii, 66–68

task duration and, 36notes

assignment, 166resource, xxii, 69task, xxi, 48–50types of, 48

Notes tab (Task Information dia-log box), 49

OOffice Assistant, 374Office Online Web site, 483offline practice with book tuto-

rial, 33OLE, 256–57, 490One Page button, 103, 230ongoing operations, 3, 475, 490online project information,

241–53changing format of project Web

page, 249–52copying information as GIF

image, 242–45, 367macros for automatically pub-

lishing reports, 365–69overview, 241saving project information as

Web page, xxxiv, 245–49, 253

Open dialog box, 29Open Internet Address dialog

box, 245Open Resource Pool dialog box,

404Open Resource Pool Informa-

tion dialog box, 407opening

files of different format, xxxiv, 264–69

resource pools, 404sharer plan and updating

resource pool, xli, 406–9Options dialog box, 37, 86Organize Tasks pane, 42Organizer, 359–65

copying custom table to project plan, xxxviii, 361–65

defined, 379, 490

deleting custom toolbars and maps, 378–79

global templates, 359–61illustrated, 362renaming customized elements

in, 361organizing project data, 196–218

customizing tables, xxxii, 210–14, 218

customizing views, xxii, xxxii, 86–92, 214–17, 218

filtering, 206–10, 218grouping, xxxi, 202–6, 218sorting, 197–202, 218

outline number, 491outlines

defined, 491enterprise resource outline

codes, 429inserted project plans as sum-

mary tasks in, 410, 411previewing before printing, 238printing collapsed project plan,

228Outlook. See Microsoft OutlookOverallocated icon, 186overallocations

defined, 71, 83, 159, 174, 491leveling resources, xxx, 184–90resolving, 180–84spotting resource, 416viewing details in Resource

Usage view, 195overbudget resources, xxxvi,

312–13, 320–21Overbudget Resources report,

316overhead, 317, 486overtime

effect on project scheduling, xxxvii, 335–37

pay rates for, 157Overview Reports dialog box, 99

PPage Down button, 229Page Right button, 229Page Setup dialog box, xxxii,

102, 222, 225Page tab (Page Setup dialog

box), 222, 227

More Tables dialog box

619557.book Page 504 Wednesday, September 3, 2003 6:57 PM

505

Paste Special command, 256pay rates

applying at different times, xxviii, 157–59

applying different rates to assignments, 166–67

entering, xxii, 64–65getting accurate cost information

for, 65multiple rates for resources,

xxviii, 155–57overtime rates, 157

percent work complete, xxv, 112–14

permanently renumbering resources, 199, 315

PERT (Program Evaluation and Review Technique) analy-sis, 38

phases, xx, 41–43, 491placeholders for resource

names, 59planning. See also project manage-

ment; project plansbottom-up, 41, 486defined, 491top-down, 41, 495tracking actuals and, 277tracking vs., 107

PMBOK (A Guide to the Project Management Body of Knowledge), 475, 484

PMI (Project Management Insti-tute), 484

portfolio management, 391pound signs (#), 110, 386PowerPoint, xxxiv, 259–64practice files, 34predecessor tasks

adjusting, 127–28changing relationship to

start-to-start, 338defined, 43, 491ghost tasks, 413, 414, 416, 489lag and lead time, xxvi, 125,

126, 152showing external, 416

Predecessors tab (Task Informa-tion dialog box), 47

predefined reports. See alsoreports

about, 22listing all, 19, 227

printing and editing, xxxiii, 234–37

Preview option for Open dialog box, 29

Preview Working Time portion of Project Working Times pane, 26

previewingbox styles, 351custom Gantt charts, 91–92multiple pages, 230reports, xix, 21–23, 99–100, 238views before printing, xxxii, 229

Print dialog box, 224Print Preview toolbar, 229Print Preview window, xxxiii,

229printing, 221–38

blank view or report pages, 233custom Gantt charts, 92modifying page legends before,

231–32previewing reports before, 238project plans, 221–22, 228, 238reports, 99–104, 234–37, 238usage views, 191views, 228–33, 238

product scope, 36, 478, 491Professional edition. See

Microsoft Office Project 2003 Professional edition

Program Evaluation and Review Technique (PERT) analy-sis, 38

program office, 491progress bars, 112, 491Project. See Microsoft Office

Project 2003; Microsoft Office Project 2003 Professional edi-tion; Microsoft Office Project 2003 Server; Microsoft Office Project 2003 Standard edi-tion; Microsoft Office Project 2003 Web Access

project calendars, 26, 491Project Center, 456, 460Project Connections Web site,

484Project Costs pane, 312Project Guide. See also specific

panesabout, 9, 14assigning resources, xxii, 72

checking project duration, xxi, 51–53

constraints, xxvi, 131–32creating project plan, xx, 23–26custom, 425, 426, 427, 439deadline dates, xxvii, 145entering task actuals, xxv,

114–18entering tasks, xx, 33–35hiding, 20linking tasks, xxi, 43–48nonworking days, xx, 26–29organizing tasks into phases, xx,

41–43pane in, 9, 14printing from, 233project tracking, 119project viewed in Gantt chart

timescale, xxi, 52saving baseline, xxiv, 109setting up work resources, xxi,

57showing/hiding, 20task notes, xxi, 48–50tracking percent work complete,

xxv, 112–14viewing resource usage in, xxx,

174–80viewing task costs and overbud-

get tasks, xxxvi, 312–13Project Guide toolbar, 9, 14Project Information dialog box,

51, 303, 325project management, 475–81.

See also enterprise project management

about, 3–4accurate resource cost informa-

tion for, 65accurate task durations, 39assessing project status, 118changes to project scope, 23collecting actuals from

resources, 295communicating with stakehold-

ers, 221, 223critical path concept in Project,

133, 135, 152, 486deliverables and project scope,

36determining level of tracking,

278

project management

619557.book Page 505 Wednesday, September 3, 2003 6:57 PM

506

project management(continued)

earned value analysis for, 381–82

evaluating effort-driven schedul-ing for project, 81

evaluating task completion, 301–2

managing project constraints, 128–30, 144–45, 152, 478–81

options with Smart Tags, 79PERT analysis, 38Project as tool for, 481project triangle, 476–78projects, 475–76resource allocation, 174resource leveling, 184–85scheduling recurring tasks,

151–52substituting resources, xlii,

429–36task types and effort-driven

scheduling, 144techniques for reporting project

status, 308tools for aiding, 4–5top-down and bottom-up plan-

ning, 41Project Management Institute

(PMI), 484project plan window, 7project plans, 173–95

actual progress vs. baseline, 303–7

adding to consolidated projects, 412

allocating resources for, 173–80associating risk with, xliv,

464–66changing Web page formatting,

249–52comparing baseline, interim,

and actual, 344–50consolidated, 409–12copying as GIF image,

xxxiii–xxxiv, 242–45, 253creating, xx, 23–26custom Gantt charts, 86–92custom tables, xxxii, 210–14,

218custom views, xxii, xxxii, 86–92,

214–17, 218

defined, 7, 23designating as resource pool,

397drawing on Gantt charts, 92–94,

104duration of, xxi, 51–53examining project costs, xxx,

190–92filtering details of, 206–10, 218formatting, 85grouping project details, xxxi,

202–6, 218linking to resource pool, xli,

404–6manually resolving overalloca-

tions, xxx, 180–84overallocating resources, 71, 83,

174previewing before printing, 238printing, 99–104, 221–22, 228,

233project finish date, 192–95publishing to Project Server,

xliii, 436–39resource leveling, 185, 186–90saving automatically, 26, 374saving baseline, 108–11, 281–82,

299saving interim, 282saving as Web page, xxxiv,

245–49, 253saving as workspace, 410sorting details, 197–202, 218summary tasks in outline, 410,

411templates for creating, xix, xlii,

6, 8, 9, 13, 422–27tracking as scheduled, xxv,

111–12using macros stored with, 366versions of published, 436viewing complete, xxi, 52

Project Professional. SeeMicrosoft Office Project 2003 Professional edition

project scope. See also scopechanging, 23defined, 36, 478, 491deliverables and, 36

Project Server Accounts dialog box, 10, 11

Project Server Security Login, 10

Project Server. See Microsoft Office Project 2003 Server

Project Standard. See Microsoft Office Project 2003 Standard edition

Project Statistics dialog box, 52, 194, 303, 309, 325

project status reports, 301–21evaluating task completion with,

301–2examining resource costs,

313–16examining task costs, 308–13identifying delayed tasks,

xxxv–xxxvi, 302–8stoplight view, 317–21

project summary report, 259–64project summary task, xxx,

191–92, 491. See also sum-mary tasks

Project Templates tab (Tem-plates dialog box), 8, 13

project triangle, 476–81. See alsocosts; duration; scope

costs, 477–78defined, 323, 491illustrated, 476managing project variances, 323,

339, 478–81scope, 323, 478time, 477

Project Web Access. See Microsoft Office Project 2003 Web Access

Project Web Access Appoint-ment dialog box, 450

Project Web Access tab (Options dialog box), 446

Project Working Times pane, 26–27

projects. See also project plansconsolidated, xli–xlii, 409–12,

416, 486creating dependencies between,

xlii, 412–16defined, 475–76, 491deliverables, 36, 476, 487ongoing operations vs., 3risks and inaccurate task dura-

tion estimates, 39properties for Project files, xx,

29.Published suffix, 436, 438

project management

619557.book Page 506 Wednesday, September 3, 2003 6:57 PM

507

publishing project plans, xliii, 436–39. See also online project information

RRBS (resource breakdown struc-

ture), 429, 431Record Macro dialog box, 366recording macros, xxxviii,

365–69recurring tasks, xxviii, 148–52,

492Relationship Diagram view, 228relationships, 44, 492. See also

task relationshipsremaining costs, 191Remove button, 75removing

deadlines from tasks, 147filters, xxxi, 210text formatting, 98

replacing resources for cost reductions, xxxvii, 332–33

reportscommunicating with stakehold-

ers via, 223customizing headers and foot-

ers, xxiv, 102–4defined, 21, 30, 492editing Task, 236inserting logos on, 103macros for publishing, 365–69Overbudget Resources, 316predefined, 22previewing, xix, 21–23, 99–100,

238printing, xxxiii, 85, 99–104,

234–37project summary, 259–64setting page options for, xxxii,

226–27stoplight view, 317–21, 456–60viewing multiple pages, 101–2

Reports dialog box, 2, 99, 234rescheduling

duration, 140–44incomplete work, xxxv, 295–99split tasks and, 296, 298

resizing row height, 217Resource Allocation view, 181resource breakdown structure

(RBS), 429, 431

resource calendars. See alsocalendars

adjusting, 66–68defined, 492importing Outlook appoint-

ments and events for, 442resource costs, working with,

316Resource Form, 399Resource Graph view, 180, 185Resource Information dialog

box, 60–61, 68, 157, 400–401

resource levelingdefined, 184–85, 492exercise in, 186–90slack, 187split tasks and, 137

Resource Leveling dialog box, 185, 186–90

resource manager, 492resource notes, xxii, 69resource outline codes, 429resource pools, 63, 392–97. See

also sharer plansabout, 392–93, 416advantages of, 393clearing assignments for deleted

sharer plans, 409creating, xl, 393–96defined, 392, 492designating project plans as, 397editing calendars in, 416enterprise, 424linking project plans to, xli,

404–6naming, 394options for opening, 404saving changes to resource

details, 408updating, xl–xli, 400–401, 403,

406–9viewing assignment details in,

xl, 397–99Resource Sheet view, 16, 198–99,

201, 332, 394Resource Substitution Wizard,

xlii, 429–36, 439Resource Usage view, 16, 175,

179, 195, 428resources, 55–69. See also generic

resources; material resources; resource pools; work resources

adjusting resource calendar, 66–68

allocating tasks to category of workers, 59

allocating throughout project, 173–80

applying different cost rates for, xxix, 166–67, 170

applying pay rates at different times, xxviii, 157–59

assigning material resources to tasks, 82–83

collecting actuals from, 295comparing work and materials,

63consumption rates for material,

xxix, 167–70creating, 61creating issues, xliv, 467–69customizing availability of,

xxviii–xxix, 159–61, 167, 170defined, 475, 492delaying start of assignments,

xxix, 161–62, 170displaying overbudget, xxxvi,

312–13, 320–21editing assignments, 182–83entering pay rates for, xxii,

64–65equipment, 60–62evaluating costs, 313–16fully allocated, 173, 392, 488getting accurate cost information

for, 65grades of, 480grouping data about, xxxi,

202–6, 218handling actuals submitted from,

xliv, 450–55importing information from

address book, 57leveling overallocated, xxx,

184–90manually resolving overalloca-

tions, xxx, 180–84material, xxi–xxii, 62–63, 69maximum units, 58–60, 61–62,

174, 195multiple pay rates for, xxviii,

155–57notes for, xxii, 69overallocating, 71, 83, 174overview, 55

resources

619557.book Page 507 Wednesday, September 3, 2003 6:57 PM

508

resources (continued)permanently renumbering, 199,

315replacing, xxxvii, 332–33,

429–36setting up sharer plans for,

395–96shortening assignments for,

330–34sorting, xxxvi, 314–16staffing enterprise project with,

427–36underallocated, 173, 392, 495updating task status without

updating, 295work, xxi, 55–60

risks, 39associating with project plan,

xliv, 464–66defined, 464, 492issues vs., 464, 472types of associations for, 464,

472viewing status and owner, 466

rolling down values, 283, 299rolling up

baselines, 281project information, 409values, 283

running macros, xxxviii, 368–69

SSave Baseline dialog box, 281–82Save preview picture check box

(Properties dialog box), 29Save to Project Server dialog

box, 437saving

automatic saving, 26, 374baselines, xxiv, 108–11, 119,

281–82, 299changes to resource details, 408file formats from Project, xxxv,

270–73, 275interim project plans, 282project data in HTML, 247project information as Web

page, 245–49, 253project snapshot as GIF file,

xxxiii–xxxiv, 242–45

schedule indicators in earned value analysis, xxxix, 382–85, 388

schedule performance index (SPI), 385

schedule variance (SV)defined, 321, 384, 494viewing, xxxvi, 306–7

scheduled costs, 190–91Scheduled Tasks pane, 45, 46scheduling. See also effort-driven

schedulingovertime, xxxvii, 335–37project from finish date, 193troubleshooting problems in,

324–29scheduling engine, 129, 152scheduling formula, 76, 140–41,

492scope

defined, 492deliverables and project, 36product scope, 36, 478, 491project, 23, 36, 478, 491project triangle model and, 323,

478reducing variances and, 334–39relationship to time and costs,

478–81scope creep, 480ScreenTips

defined, 492displaying day’s date on time-

scale, 292, 299information on split tasks, 136project status for stoplight view,

458task notes as, 50viewing detail for Gantt chart

items, 280Search for Help box, 7security level settings and mac-

ros, 368selecting check boxes, 188semi-flexible constraints

defined, 128, 129, 130, 493negative slack, 132–33, 490

sequence, 43, 493Set a date to schedule from

(Task pane), 25SF (start-to-finish) tasks, 44Share Resources dialog box, 395

sharer plansbase calendars and, xli, 402clearing assignments for deleted,

409defined, 493illustrated, 392linking to resource pool, 395–96making date changes in all

linked, 403updating assignments in, 399updating resource pool and, xli,

403, 406–9sharing project information,

255–75Analyze Timescaled Data Wiz-

ard, 273–75copying and pasting, 256–59,

275file format compatibility, 271generating project summary

report, 259–64importing files to Project,

264–69, 275macros for automatically pub-

lishing reports, 365–69online project publishing, 241overview, 255publishing plans to Project

Server, xliii, 436–39saving file formats from Project,

xxxv, 270–73, 275saving information as Web

pages, xxxiv, 245–49, 253shortcut menu, 244, 493Show Subtasks button, 311Show/Hide Project Guide but-

ton, 20, 82slack

critical path and zero, 135deadline dates and, 145, 147defined, 493free, 133, 134, 135, 488negative, 132–33resource leveling and, 187total, 133, 495

Slipped/Late Progress filter, 302Slipping Tasks filter, xxxvi, 302,

305–6Smart Tag Actions button, 78Smart Tags

controlling additional assign-ments, xxiii, 78–79

defined, 83

resources

619557.book Page 508 Wednesday, September 3, 2003 6:57 PM

509

editing resource assignments, 182–83, 195

soft finish dates, 192Sort dialog box, 199, 201sorting

by fields, 200cost variance, xxxvi, 315–16data in view, xxxi, 197–202defined, 493overview, 197–98, 218resource list by cost, 315–16resources, xxxvi, 314–15

source programsdefined, 255, 493setting up import/export maps

for, 265Specify Resources pane, 57SPI (schedule performance

index), 385, 493split, 493Split in-progress tasks check

box (Options dialog box), 298

Split Task mouse pointer, 136split tasks

rejoining segments of, 138rescheduling work and, 296, 298resource leveling and, 188setting up, 135–38time increments for, 137

sponsors, 65, 100, 107, 324, 493Spreadsheet Solutions tab (Tem-

plates dialog box), 269SS (start-to-start) tasks

changing critical path task rela-tionships to, 338

defined, 44, 123entering lead times with, 128

stakeholdersdefined, 493displaying details from

multi-project view, xliv, 455–61

organizing data for review by, 197

printing project plans for, 221publishing plan to Project Server

for, xliii, 436–39reporting project status to, 223,

302Standard base calendar, 66, 67,

493

Standard edition. See Microsoft Office Project 2003 Standard edition

start dates, xxv, 116–17Start No Earlier Than constraint,

129, 130, 131–33starting

Professional edition, xix, 10–15Standard edition, xix, 6–9

start-to-finish (SF) tasks, 44start-to-start (SS) tasks, 44, 123,

124statistics, 100status date

defined, 493scheduling around, 298setting, xxxix, 382, 383

stoplight view, 317–21, 456–60Store macro in box (Record

Macro dialog box), 366styles for text, 96subprojects, 409subtasks, 41

hiding, 175, 310printing reports with collapsed,

234reducing duration of, 326–27,

329showing, 311

successor taskscreating negative slack in,

132–33, 490defined, 43, 493entering lag and lead time for,

xxvi, 126summary recurring tasks, 150Summary table, 199, 200summary tasks

controlling effect of baseline updates on, 281

creating, 41–43defined, 41, 53, 494displaying only, 310earned value indicators for, 384formatting, 97illustrated, 42inserted project plans appear in

outline as, 410, 411linking, 47printing collapsing outline of,

228, 234Summary view, 456SV%, 384, 494

SV. See schedule varianceswitching views, xix, 16–21

TTable Definition in dialog box,

211–14tables

changing content or order of information in view, 202

copying and pasting portions of, 242, 275

Cost, 310, 314, 320cost rate, 155, 486customizing, xxxii, 210–14, 218defined, 494displaying Variance, xxiv, 110,

307Earned Value Schedule Indica-

tors, 383–85editing report format, 236Entry, 488Gantt chart, 86pasting text into Project, xxxiv,

256sharing custom tables between

projects, xxxviii, 361–65widening columns of, 110Work, 284

tabs in Bar Styles dialog box, 347

task bars, 304, 305task calendars

applying, xxvii, 140creating custom task, 138–40,

152defined, 494

Task Entry view, 20Task Form view, 228task ID

defined, 494dragging to resize row height,

217Task Information button, 46,

140, 329Task Information dialog box

changing earned value calcula-tion in, 388

documenting tasks in, 48–50entering lag or lead time in, 125illustrated, 47marking tasks as milestones in,

41

Task Information dialog box

619557.book Page 509 Wednesday, September 3, 2003 6:57 PM

510

Task Mapping page (Import Wiz-ard), 267–69

task notes, xxi, 48–50Task Notes button, 49task priority, 494task relationships

adjusting, xxvi, 123–28appearance in views, 44, 86defined, 44effect of lead and lag time on,

125–28, 152Network Diagram view and,

351, 356setting up predecessors, 46–47

Task Report dialog box, 236Task Sheet view, xxiv, 110, 306,

307task types

defined, 494fixed, 140–41, 144, 152

Task Usage view, 17, 283, 316tasks, 32–53, 123–52. See also

duration; task relationships; tracking

actual progress vs. baseline plans, 303–7

adjusting individual’s working time, 138–40, 152

allocating, 59assigning resources to, xxii,

72–75, 82–83changing task types, xxvii,

140–44compressing duration, 334–39constraints on, 128–33, 152creating links between, 45–48critical, 335critical path, xxvi, 133–35, 152deadline dates for, 144–47defined, 494delayed, xxxv–xxxvi, 302–8delaying assignment start,

161–62, 170developing list of, 53displaying baseline costs, 310documenting, 48–50dragging task ID to resize row

height, 217duration of, xx, 36–39, 51–53earned value indicators for, 384effect of resource leveling on,

184effort-driven scheduling, 83

elapsed duration, 37, 487entering, xx, 33–35evaluating completion of, 301–2examining costs of, 308–13filtering, 206–10, 218fixed costs for, xxvii, 147–48Gantt chart representations of,

34, 44ghost, 413, 414, 416, 489graphical indicators, 319, 321importing, 35inserting gridlines between,

xxxvii, 349interrupting work on, xxvi,

135–38lead and lag time effect on rela-

tionships, xxvi, 125–28, 152linking, xxi, 43–48manually entering actual values

for, 294milestones, xx, 40–41, 490Network Diagram view of com-

pleted, 351, 353organizing into phases, xx,

41–43overview, 33, 53project summary, xxx, 191–92,

491recurring, xxviii, 148–52, 492relationships between, xxvi, 44,

53, 127–28removing deadlines from, 147rescheduling incomplete, xxxv,

295–99rolled up/down values, 283rolling down to assignments,

299shortening duration, 326–27summary, 41–43, 47, 53task types and effort-driven

scheduling, 144tracking actuals for, xxv, xxxv,

114–18, 119, 282–89Tracking Gantt view of, 280tracking timephased actual

work, 284–85, 290–95updating baselines for, xxxv,

279variances in, 304–5viewing and approving, 452, 454working assignments in

Outlook, xliii, 446–50Tasks Center, 442–43, 460

Tasks pane, 7, 24, 34Tasks Tracking view, 460TCPI (to complete performance

index), 387, 494templates. See also enterprise tem-

plates; global templatescreating project plan from, xix,

6, 8, 9, 13defined, 6, 10, 494enterprise, 421–22, 439global, 359–61HTML, 249–52, 489installation of, 9, 14Microsoft Project Task List

Import Template, 269selecting data, 352

Templates dialog box, 8, 13, 269text

adding styles to, 96formatting in views, xxiv, 94–99pasting into Project tables,

xxxiv, 256removing formatting, 98

Text Box button, 93text box on Gantt charts, xxiv,

92–94, 104Text Styles dialog box, xxiv, 94,

96, 98Text tab (Bar Styles dialog box),

347time. See also duration; nonwork-

ing time; timescalesconstraint start and end, 132defined, 494lag and lead, xxvi, 125, 126, 152setting nonworking, xx, 26–29timephased cost values, 316timephased fields, 108–9, 494timephased tasks, 273tracking timephased actuals,

277, 284–85, 290–95troubleshooting variances,

324–29Timescale dialog box, 177–78Timescale options (Print dialog

box), 224timescaled bar charts. See Gantt

chartstimescales. See also time

defined, 495displaying dates in, 176increments on, 292, 299

Task Mapping page

619557.book Page 510 Wednesday, September 3, 2003 6:57 PM

511

printing, 228in Task Usage view, 17viewing entire project in, xxi,

52Timesheet view, 444to complete performance index

(TCPI), 387, 494Toolbar Options down arrow, 7,

12toolbars

assigning macro command to, xxxix, 375–78

changing button image on, xxxix, 377–78

creating, 375–76customizing, xxxix, 374–79deleting, 378–79displaying all buttons on, 7docked or floating, 375illustrated, 7Print Preview, 229Project Guide, 9using, 7

Toolbars shortcut menu, 244Toolbars tab (Customize dialog

box), 374top-down planning, 41, 495total slack, 133, 495tracking, 107–19, 276–99

actual values for tasks, xxv, xxxv, 114–18, 119, 282–89

actual work through Project Web Access, xliii, 441–45

defined, 107, 277, 495entering actual cost values man-

ually, 290evaluating project status, 118,

119percent work complete, xxv,

112–14projects as scheduled, xxv,

111–12purpose of, 107–8remaining task values, 282–89rescheduling incomplete work,

295–99saving project baseline, 108–11,

119, 281–82, 299timephased actuals, 277–78,

284–85, 290–95updating baseline, 278–82, 299

Tracking Gantt viewabout, 280–81delayed tasks in, 302viewing task status in, 304–5

Tracking tab (Assignment Infor-mation dialog box), 289

trigger, 464Type a question for help box, 8

Uunassigned resources, 176underallocated resources, 173,

392, 495underscore (_), 365Undo Assignment command, 74undoing assignments, 74–75units

assigning resource, 72defined, 495equipment resource allocation,

61–62fixed, 140, 152, 488maximum, 174, 194overallocating resource, 159rescheduling and changing val-

ues of, 140–44as scheduling formula compo-

nent, 76work resource allocation, 58–60

Unlink Tasks button, 46Update Project dialog box, xxv,

111, 297Update Resource Pool com-

mand, 406Update Tasks dialog box, xxv,

116–17Updates Center, 452, 454, 460updating

assignments in sharer plans, 399baselines, 278–82, 299baselines for tasks, xxxv, 279resource pool, xl–xli, 400–401,

403, 406–9sharer plans and resource

pools, 403working times in resource pool,

401–3uploading documents, xlv,

470–71user Home page, 442

VVAC (variance at completion),

387, 495vacations, 66–68variable consumption rates, 167variable resource availability,

xxviii–xxix, 159–61, 167, 170

Variance column, 311Variance table

delayed tasks in, 302displaying, xxiv, 110, 307

variances. See also managing project variances

defined, 277, 302, 495displaying cost, xxxvi, 309–10identifying schedule, 321managing project, 323–24reducing cost and resource,

330–34, 339reducing subtask duration,

326–27, 329sorting resource list by cost,

315–16spotting task, 304–5stoplight view, 300, 317–21,

456–60variance at completion, 387,

495VBA. See Microsoft Visual Basic for

Applicationsversions of published project

plans, 436vertical divider pointer, 285View Definition dialog box, 88,

216, 344View Options area (Project Web

Access), 453View tab (Page Setup dialog

box), xxxii, 222, 225–26viewing. See also views

assignment details in resource pools, xl, 397–99

constraint details in ScreenTip, 132

cost variances, xxxvi, 309–10critical path, xxvi, 133–35, 152critical tasks, 335entire project in timescale, xxi,

52

viewing

619557.book Page 511 Wednesday, September 3, 2003 6:57 PM

512

viewing (continued)generic resources, 428multiple report pages, 101–2overbudget resources, xxxvi,

312–13, 320–21resource allocation, xxx, 174–80schedule indicators, xxxix,

382–85, 388schedule variance, xxxvi, 306–7task details, Updates Center,

452task status in Tracking Gantt

view, 304–5timephased cost values, 316work breakdown structure, 43work schedule for week, 444

views, 15–21, 30. See also Gantt Chart view; Network Dia-gram view; Tracking Gantt view

Analyze Costs, 312appearance of task relation-

ships in, 44, 86Calendar, 18, 353–55, 356Copy Picture to Office Wizard

unavailable for some, 259copying snapshots of,

xxxiii–xxxiv, 242–45, 258customizing, xxii, xxxii, 86–92,

214–17, 218default, 86defined, 15, 214, 495formatting Gantt bar styles,

xxxvii, 343–50listing all predefined, 19, 227pasting images or objects into,

256–57previewing before printing,

xxxii, 229printing, 191Resource Allocation, 181Resource Graph, 180Resource Sheet, 16, 198–99,

201, 314, 332Resource Usage, 16, 175, 179,

195seeing timephased cost values,

316

sort order and active, 200sorting data in, xxxi, 197–202split project, 19, 20, 21Summary, 456switching, xix, 16–21Task Entry, 20Task Sheet, 306Task Usage, 17, 283, 316text formatting in, 94–99, 104time increments in, 292, 299viewing project plan in, 85

Visio, 259–64Visual Basic for Applications

(VBA), 369–73Visual Basic Editor, 369–73, 379

WWBS (work breakdown struc-

ture), 43, 495Web sites. See also online project

informationconnecting tasks to, 48editing Project data in, 249exporting Project data to, 253formatting project, 249–52Project, 483–84reviewing Project data in

browser, 248saving project information as,

xxxiv, 245–49, 253viewing in browser, 252

widening columns, 87–88, 110windows

Print Preview, xxxiii, 229project plan, 7

Windows Clipboard, xxxiv, 257Windows SharePoint Services

(WSS), 463Word. See Microsoft Wordwork

defined, 495fixed, 140, 152, 488rescheduling and changing val-

ues of, 140–44as scheduling formula compo-

nent, 76

work breakdown structure (WBS), 43, 495

work resources, 55–60. See alsoequipment

allocating maximum units for, 58–60

assigning to multiple projects, 392

comparing material resources and, 63

defined, 55, 495different pay rates for, 155replacing generic resources

with, 429–36setting up, xxi, 55–62specifying individual’s non-

working time, xxii, 66–68Work table, 284work values for assignments,

288–89working offline with book tuto-

rial, 33Working Time tab (Resource

Information dialog box), 68, 401

working timesdefining, 26–29setting up nonworking time,

27–28updating in resource pool,

401–3workspace, 410, 495WSS (Windows SharePoint

Services), 463

XXML files, 270

ZZoom dialog box, 52Zoom In button, 180Zoom Out button, 180

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