Step 1: How Long Will It Take? Tips and Tricks.pdf · list, click Save example, Com fter saving a ....

16
Eas Plann2010 p the po summ useful Step For du month 1 mon Step Enter 1 mon Step You arollup do hig Enh sier Pla ing your projec puts you in con ower of the Proary data initiall early in planni p 1: How uration estimath or 2 weeks as th. p 2: When start and finish th before insta p 3: Enter lso have the op calculations of h-level estimahanced nning ct has never be ntrol and brings ject scheduling y or drill down ng when detaiLong Will es, enter inform ssuming no cus n Will It Sh dates directly llation, or Orde High-Lev ption of enterin related (inden ting and top-do d Copy with Uen easier. Use s together the f g engine. Choo into details for ls are still uncll It Take? mation directly stomization, or tart or Fin in the Start an er material 10 d vel Phase/ g estimates at ted) detail task own scheduling & Past ser-Con er-controlled sc lexibility and ea ose the level of more complex ear or a little fu into the Duratio enter more tra nish? d Finish colum days before gro /Summary the summary t ks below the su g. e ntrolled cheduling in Miase of a tool lik detail that is ri x phases or pro uzzy. on column. For aditional estima mns. For examp oundbreaking. y Estimat task or phase l ummary or pha d Sched crosoft® Projeke Microsoft Ex ght for each pr ojects. This is p r example, type ates such as 1 ple, type 1 wee tes level without base level. This m duling ct Professionaxcel® 2010 witroject. Work wi particularly e approx. 1 day, 1 week, o ek after delivery eing affected b makes it easy l h th or y, by to

Transcript of Step 1: How Long Will It Take? Tips and Tricks.pdf · list, click Save example, Com fter saving a ....

Page 1: Step 1: How Long Will It Take? Tips and Tricks.pdf · list, click Save example, Com fter saving a . ectively w eam Planner v e assignment Team Planner ssigned to res ed resources

EasPlanni

2010 p

the po

summ

useful

Step

For du

month

1 mon

Step

Enter

1 mon

Step

You al

rollup

do hig

Enh

sier Plaing your projec

puts you in con

ower of the Proj

ary data initiall

early in planni

p 1: How L

uration estimate

h or 2 weeks as

th.

p 2: When

start and finish

th before insta

p 3: Enter

lso have the op

calculations of

h-level estimat

hanced

nning wct has never be

ntrol and brings

ject scheduling

y or drill down

ng when detail

Long Will

es, enter inform

ssuming no cus

n Will It St

h dates directly

llation, or Orde

High-Lev

ption of enterin

f related (inden

ting and top-do

d Copy

with Usen easier. Use

s together the f

g engine. Choo

into details for

ls are still uncle

l It Take?

mation directly

stomization, or

tart or Fin

in the Start an

er material 10 d

vel Phase/

g estimates at

ted) detail task

own scheduling

& Past

ser-Coner-controlled sc

lexibility and ea

ose the level of

r more complex

ear or a little fu

into the Duratio

enter more tra

nish?

d Finish colum

days before gro

/Summary

the summary t

ks below the su

g.

e

ntrolledcheduling in Mic

ase of a tool lik

detail that is ri

x phases or pro

uzzy.

on column. For

aditional estima

mns. For examp

oundbreaking.

y Estimat

task or phase l

ummary or pha

d Schedcrosoft® Projec

ke Microsoft Ex

ght for each pr

ojects. This is p

r example, type

ates such as 1

ple, type 1 wee

tes

level without be

ase level. This m

dulingct Professional

xcel® 2010 with

roject. Work wi

particularly

e approx. 1

day, 1 week, o

ek after delivery

eing affected b

makes it easy t

l

h

th

or

y,

by

to

Page 2: Step 1: How Long Will It Take? Tips and Tricks.pdf · list, click Save example, Com fter saving a . ectively w eam Planner v e assignment Team Planner ssigned to res ed resources

Copy a

you ca

headin

compl

more e

Steptask

Highlig

Step

In Proj

we are

and paste is st

an now copy an

ngs. It could be

ete plan from P

effective setting

p 1 - Copyks or othe

ght the area or

p 2 - Paste

ject Profession

e simply pastin

ill alive and we

nd paste conte

e as simple as m

Project to Exce

g up project pla

y data fror Office a

data you want

e into Pro

nal 2010, highlig

g tasks into the

ell. In fact, it is e

nt while retaini

moving a task

el. Either way w

ans and comm

om anotheapplicatio

t to copy and se

oject Profe

ght the column

e task name co

even better tha

ng key formatt

list from an em

with the improve

unicating relev

er source ns

elect the Copy

essional 2

n (or columns) y

olumn.

an ever with Pro

ting such as ou

mail or more co

ed copy and pa

vant project info

such as a

y command.

2010

you want to pa

oject Professio

utline levels and

mplex such as

aste capability,

ormation.

an email, O

aste the data in

onal 2010 as

d column

moving a

you will be

Outlook

to. In this case

e,

Page 3: Step 1: How Long Will It Take? Tips and Tricks.pdf · list, click Save example, Com fter saving a . ectively w eam Planner v e assignment Team Planner ssigned to res ed resources

Notice

phase

Step

If you

such a

presen

inform

IntWith th

intuitiv

the old

groups

projec

e the outline str

s

p 3 - Copy

highlight the sp

as Excel, Word

ntation and com

mation without h

uitive Ahe Microsoft O

ve to access re

d menus and to

s on each main

ct information, o

ructure has bee

y and Past

pecific column

or PowerPoint

mmunication. G

having to reform

Access ffice Fluent™ u

levant features

oolbars have be

n tab, so you ca

or you simply n

en retained upo

te from P

headings and

t – the formatti

Give it a try and

mat data.

with thuser interface i

s and functions

een replaced w

an be more eff

eed to commu

on paste and D

Project to

data that you w

ng and column

d you will be im

he Ribbncorporated in

s based on how

with the new Ri

icient. Whether

nicate more ef

Design, Develo

other Off

want to paste in

n headings will

mpressed how e

bon to Project 2010

w you plan, trac

ibbon that orga

r you are mana

ffectively, the R

p and Impleme

fice applic

nto other Office

be retained fo

easy it is to sha

0, you will find

ck, and report o

anizes comman

aging your task

Ribbon serves u

ent are all

cations

e applications

r more effective

are project

it much more

on projects. All

nds into logical

ks, resources,

up relevant

e

Page 4: Step 1: How Long Will It Take? Tips and Tricks.pdf · list, click Save example, Com fter saving a . ectively w eam Planner v e assignment Team Planner ssigned to res ed resources

comm

to form

Step

On the

Gantt

Step

In the

You ca

Step

For ex

Ad

ands in a man

mat your Gantt

p 1: Prese

e Format tab, y

chart in the Ga

p 2: Forma

Gantt Chart St

an scroll for mo

p 3: Apply

xample, in the B

d Key M

ner that match

chart in Projec

nt Inform

you can easily f

antt Chart Style

at the Gan

tyle group, click

ore selections.

y Custom

Bar Styles gro

Milesto

es the way you

ct 2010 for bette

mation Mo

format views fo

e group, or crea

ntt Chart

k a bar style. S

Formatti

up, you can se

ones to

u work. The foll

er communicat

ore Effect

or more effectiv

ate Custom Fie

in the Ga

Scroll to see ad

ng to Oth

elect and forma

the Tim

lowing is just o

tion.

ively with

ve communicat

elds in the Colu

antt Chart

ditional options

her Option

at other options

meline

one example of

h the Form

tion. For examp

umns group.

t Style Gro

s.

ns

s, such as Criti

View

f how easy it is

mat Tab

ple, modify the

oup

ical Tasks.

e

Page 5: Step 1: How Long Will It Take? Tips and Tricks.pdf · list, click Save example, Com fter saving a . ectively w eam Planner v e assignment Team Planner ssigned to res ed resources

Comm

One o

with a

tasks t

are rea

execut

Step

The de

above

the mi

Step

After a

milesto

format

Stepto A

municate more

f the best new

high-level, “big

to create a con

ady, you can s

tive-style repor

p 1: Add M

efault view in P

it.A. In the Ga

lestone, and th

p 2: Forma

adding mileston

one in the Time

t your mileston

p 3: EasilyAnother O

e effectively by

features in Mic

g picture” overv

ncise project su

end it off in an

rt.

Milestone

Project 2010 is

ntt chart, click

hen click Add to

at the Mil

nes to the Time

eline view to au

e font and bac

y Send in aOffice App

y easily addin

crosoft® Projec

view of the enti

ummary for mo

e-mail, add it t

es to the T

a combination

the task or mile

o Timeline.

lestones

eline view, you

utomatically ac

kground color.

an E-mailplication

ng key milesto

ct 2010 is the T

ire project. You

re effective com

to a presentatio

Timeline V

of the Gantt C

estone you wa

can format the

ctivate the Form

Message

ones to the Tim

Timeline view. T

u can easily ad

mmunication to

on, or simply p

View

Chart view with

ant to add to the

em with the col

mat dialog box.

e or Save t

meline view.

The Timeline p

dd key mileston

o key stakehold

rint it for an ey

the Timeline v

e Timeline view

lors you want to

You can quick

to Power

provides you

nes or other key

ders. When yo

ye-catching,

view layered

w.B. Right-click

o use. Click the

kly and easily

Point or

y

u

k

e

Page 6: Step 1: How Long Will It Take? Tips and Tricks.pdf · list, click Save example, Com fter saving a . ectively w eam Planner v e assignment Team Planner ssigned to res ed resources

A. Rig

B. Clic

Timeli

C. In y

AdEasily

ht-click anywhe

ck Copy Timelin

ne command o

your e-mail mes

d a Newy add new colu

ere in the Time

ne, and then cl

on the Format t

ssage, present

w Coluumns and sav

eline view (exce

ick E-mail, For

tab, in the Copy

tation, or other

mn & Sve the table yo

ept for on the T

r Presentation,

y group.

file, simply use

Save Asou’ve created a

Timeline itself).

or Full Size. Y

e the Paste fun

s a Cusas a custom t

.

You can also loc

nction for that a

stom Tatable.

cate the Copy

application.

able

Page 7: Step 1: How Long Will It Take? Tips and Tricks.pdf · list, click Save example, Com fter saving a . ectively w eam Planner v e assignment Team Planner ssigned to res ed resources

In Mic

view a

colum

colum

Add N

type in

Step

In the

Colum

Step

Option

You ca

Option

does n

was ty

3).

Step

Simply

Note: A

table.

Step

rosoft® Project

and save it as a

n to an existing

n for adding co

ew Column. In

n a new, custom

p 1: Find t

Gantt Chart vie

mn.

p 2: Pick t

n A – Pick from

an also “quick-

n B – Type in a

not already exis

yped into the Ad

p 3: Move

y drag the colu

At any time yo

p 4: Save A

t 2010 you can

a custom table

g table or proje

omments, for in

n this column, y

m name to auto

the Add N

ew, in the table

the Field Y

m existing list: In

pick” by typing

custom name

st, Project will a

dd New Colum

e the New

mn heading to

u can right-clic

As a Cust

n easily add col

for future use.

ect plan—for ex

nstance. In eac

you can either s

omatically crea

New Colum

e, scroll to the r

You Want

n the drop-dow

in the first lette

: Type directly

automatically c

mn heading, and

wly Added

move or repos

ck the column h

om Table

lumns to custo

There will be m

xample, Work,

ch Project 2010

select a column

ate a new custo

mn Headi

right. Note that

t to Add A

wn list, scroll to

ers of the field.

in the Add New

create a new fie

d then moved t

Column

sition it in the ta

heading, and th

e

mize any exist

many times wh

% Complete, o

0 file, the last co

n type and nam

om field.

ing

t the heading o

As a Colum

and click the fi

.

w Column colu

eld. In the follo

to a different lo

able.

hen click Hide C

ting table in the

hen you might n

or maybe even

olumn on the r

me from a drop

of the last colum

mn

ield (column) y

mn heading. If

wing example,

ocation in the ta

Column to rem

e Gantt Chart

need to add a

a custom text

right is labeled

p-down list or

mn is Add New

you want to add

f the field name

Comments

able (see Step

ove it from the

w

d.

e

Page 8: Step 1: How Long Will It Take? Tips and Tricks.pdf · list, click Save example, Com fter saving a . ectively w eam Planner v e assignment Team Planner ssigned to res ed resources

A. On

down

(in this

Note: A

section

EffVieUse T

chang

In the

been a

allocat

you’ll f

Step

the View tab, i

list, click Save

s example, Com

After saving a

n.

ectivelyew

eam Planner v

ge assignment

Team Planner

assigned to res

ted resources o

find that manag

p 1: Go to

n the Data gro

Fields as a Ne

mments Table)

new table, the

y Mana

view to easily

ts.

view in Micros

sources. With a

or assign curre

ging resources

o the Team

up, click the Ta

ew Table.C. In

), and then click

table name wi

age Res

visualize reso

soft® Project P

a simple draggi

ently unassigne

just got a who

m Planner

ables arrow to

the Save as Ne

k OK.

ll be listed as a

sources

ource workloa

rofessional 201

ing motion you

ed tasks to ava

ole lot easier.

r View

see more optio

ew Table dialo

a choice in the

s with T

ads and simpl

10 you can see

can change e

ilable resource

ons.B. In the T

og box, type the

Tables list in th

Team P

ly drag tasks o

e at a glance w

xisting assignm

es. In the Team

ables drop-

e custom name

he Custom

Planner

or resources t

what tasks have

ments to over

m Planner view

e

r

to

e

Page 9: Step 1: How Long Will It Take? Tips and Tricks.pdf · list, click Save example, Com fter saving a . ectively w eam Planner v e assignment Team Planner ssigned to res ed resources

To go

can als

Step

In the

drag to

Step

Simply

AdIn the

Projec

With M

summ

to the Team P

so access the

p 2: Drag

Unassigned Ta

o move existing

p 3: Drag

y drag a task to

d ProjeShow/Hide gr

ct Summary to

Microsoft® Proj

ary-level line. T

lanner view, on

Team Planner

Unassign

asks pane in th

g task assignm

a Task to

o start earlier (l

ect Sumroup, you can

o your Timelin

ect 2010 it’s ea

This lets you se

n the View tab

view at the bo

ed Tasks

he Team Plann

ments to other r

Reschedu

eft) or later (rig

mmary Tn add a Project

ne view.

asy to add a to

ee the total dur

b, in the Resou

ttom of the scr

to Availa

ner view, drag t

resources.

ule Start a

ght).

Tasks &t Summary Ta

op-level summa

ration, and star

rce Views gro

reen, in the Vie

ble Resou

tasks to any res

and Finish

& Outliask or outline

ary task to roll u

rt and finish da

oup, click Team

ew shortcuts on

urces

source name. Y

h Dates

ine Numnumbers, and

up your entire p

ates for the enti

m Planner. (You

n the status bar

You can also

mbersd add the

project to one

ire project. You

u

r.)

u

Page 10: Step 1: How Long Will It Take? Tips and Tricks.pdf · list, click Save example, Com fter saving a . ectively w eam Planner v e assignment Team Planner ssigned to res ed resources

can ev

you ca

additio

your p

Step

A: In th

check

B: The

numbe

Step

A. In th

B. In th

Develo

MaInsUse T

ven roll up othe

an add a projec

onal option is a

plan. Outline nu

p 1: Show

he Gantt Chart

box.

en, select the O

ered; for examp

p 2: Add a

he Timeline vie

he Task Name

opment Project

ake Smaspector

ask Inspector

er project detail

ct summary tas

dding outline n

umbering updat

w Project S

t view, on the F

Outline Number

ple, 1.1, 1.2, 1.

a Project S

ew, on the View

column, right-

t—and then clic

art Sch

r to help resolv

ls, like costs or

sk to your Time

numbers for tas

tes automatica

Summary

Format tab, in t

r check box. As

.3, and so on.

Summary

w tab, in the Sp

click the projec

ck Add to Time

heduling

ve scheduling

r work, if these

eline view to cre

sks, such as 1.

ally if you move

Tasks and

he Show/Hide

s shown in the

y Task to t

plit View group,

ct summary tas

eline.

g Decis

g problems tha

fields are part

eate more effec

1 or 1.2, based

e or add tasks.

d Outline

group, select t

following exam

the Timel

, select the Tim

sk—this is the l

sions w

at appear on y

of your schedu

ctive presentat

d on the locatio

e Number

the Project Sum

mple, each task

ine View

meline check bo

level 0 task, in

with Tas

your plan.

ule. In addition

tions. An

on of the task in

s

mmary Task

k will now be

ox.

this case,

sk

,

n

Page 11: Step 1: How Long Will It Take? Tips and Tricks.pdf · list, click Save example, Com fter saving a . ectively w eam Planner v e assignment Team Planner ssigned to res ed resources

It’s like

These

Task I

correc

sched

Task I

task m

Inspec

task h

Step

A. Rig

B. Clic

Note: Y

StepIden

A. In th

B. Und

sched

C. Und

sched

ely that occasio

e indicate possi

nspector tool to

ctive action to ta

uled to end soo

nspector, you c

mode to have P

ctor when there

as more than o

p 1: Activa

ht-click the red

ck Fix in Task I

You can also c

p 2: Use Tntify Cont

he Task Inspec

der Repair Opt

ule.

der Factors Aff

uled in Manual

onally you’ll not

ble scheduling

o help you iden

ake. For instan

oner than the D

can choose to

roject resolve t

e are no sched

one predecesso

ate the Ta

d underlined tex

nspector.

click Ignore Pro

Task Inspetrolling Fa

ctor pane, revie

ions, you can c

fecting Task, yo

lly Scheduled t

tice red underl

g conflicts that w

ntify precisely w

nce, in the follow

Design Comple

extend the pha

the conflict, or

uling issues, to

or you can quic

ask Inspec

xt OR, on the V

oblems for This

ector to Cactors

ew the Problem

choose the mo

ou can analyze

task mode, is d

ines on dates i

will require you

what is causing

wing example,

ete milestone, w

ase completion

you can simply

o view the facto

ckly identify wh

ctor Pane

View tab, in the

s Task to remov

hoose the

m, Repair Optio

st appropriate

e which predec

driving the start

in your Microso

ur attention to r

g the problem,

you can see th

which causes a

n date, switch to

y ignore the pro

ors that affect a

hich one is driv

e

e Tasks group,

ve the red unde

e Best Rep

ons, and Facto

repair option a

cessor or other

t date.

oft® Project 20

resolve. You ca

and to choose

hat the Design

a scheduling co

o Automatically

oblem. You ca

any task. For e

ving the start da

click Inspect.

erline.

pair Optio

rs Affecting Ta

and review the

factor, such as

10 project plan

an use the new

the best

phase is

onflict. Using

y Scheduled

n also use Tas

xample, if a

ate.

on or to

ask sections.

effect on your

s a task

n.

w

sk

Page 12: Step 1: How Long Will It Take? Tips and Tricks.pdf · list, click Save example, Com fter saving a . ectively w eam Planner v e assignment Team Planner ssigned to res ed resources

SynSync w

than e

With a

Share

stakeh

(simila

manag

Step

A. To

B. To

Step

Click S

format

update

A. In B

B. In th

C. Sel

D. Clic

nc withwith team me

ever.

a simple click yo

Point® Founda

holders, includi

ar to the Gantt C

gers can send

p 1: Open

open Backstag

access the Syn

p 2: Sync w

Sync with Task

t. You can view

es from team m

Backstage view

he preview pan

ect an existing

ck the Sync but

h Sharembers in Shar

ou can easily s

ation 2010 (form

ng team memb

Chart view) in

and receive tas

Microsof

ge view, click th

nc with Tasks L

with Task

ks List to autom

w the task list in

members such

w, on the Share

ne, be sure tha

task list or ent

tton.

Point rePoint Found

sync your Micro

merly Windows

bers and execu

SharePoint Fo

sk status upda

ft Office B

he File tab.

List option, clic

ks List

matically set up

n SharePoint a

as revised task

e tab, click Sync

at the entry in th

ter the new nam

dation 2010 or

osoft® Project

s® SharePoint

utives. Users ca

undation 2010

tes—and all st

Backstage

k the Share tab

a new task list

nd sync the tas

ks dates or per

c with Tasks Li

he Site URL fie

me of the task

r SharePoint S

Professional 2

Services) for b

an view project

, and syncing i

takeholders sta

e™ View

b.

t in SharePoint

sk list with Proj

rcent complete

ist.

eld is correct, a

list that will ap

Server 2010—n

010 project pla

better collabora

t information as

is bidirectional

ay informed.

t in a simple Ga

ject at any time

for tasks.

and then click V

pear in ShareP

now it’s easie

an with Microso

ation with proje

s a task list

so project

antt chart

e, including

Validate URL.

Point.

er

oft

ect

Page 13: Step 1: How Long Will It Take? Tips and Tricks.pdf · list, click Save example, Com fter saving a . ectively w eam Planner v e assignment Team Planner ssigned to res ed resources

Step

You ca

list in S

A. In B

B. Clic

Step

p 3: Sync f

an easily sync

SharePoint.

Backstage view

ck the Sync but

p 4: Add F

for Updat

when you mak

w, click the Info

tton.

Fields to S

tes or Cha

ke changes to y

tab

Sync

anges

your schedule iin Project or too receive updates from the tassk

Page 14: Step 1: How Long Will It Take? Tips and Tricks.pdf · list, click Save example, Com fter saving a . ectively w eam Planner v e assignment Team Planner ssigned to res ed resources

Project 2010 defaults to syncing the following fields: Name, Start, Finish, % Complete, Resource Names,

and Predecessor. You can easily add more built-in or custom fields to sync.

A. In Backstage view, click the Info tab.

B. In the Sync to Tasks List area, click Manage Fields.

C. Click Add Field, and then, in the Add Field dialog box, click the fields you want to add. Click the Add Field

button, and then click OK.

Note: You must have Microsoft SharePoint 2010 Server or Microsoft SharePoint Foundation 2010 to use this

feature of Project 2010. In addition, syncing with SharePoint works only in Manually Scheduled task mode

(Automatically Scheduled tasks will be changed to Manually Scheduled task mode) and with links that are

finish-to-start, with no lag time. Also, if you have resource assignments associated with tasks, for them to be

accepted into the SharePoint task list, the resources must be set up in SharePoint as users with the exact

same name.

Focus on Data With AutoFilter Use the AutoFilter feature to quickly slice and dice your project information for fast results.

Every column in your Microsoft® Project 2010 project plan has an AutoFilter drop-down list that you can use

to quickly zero in on information that pertains to the specific column. For example, if you want to quickly

display only the tasks scheduled for the next week or the next month, click the AutoFilter arrow in the Start

column (Option A). If you want to quickly filter on a specific resource, click the AutoFilter arrow in the

Resource Names column (Option B). Note that you have the option to sort and group by column data type in

the same drop-down list, so you have even more flexibility to quickly display the project information that you

need, the way that is most helpful to you and your stakeholders.

Step 1: Pick a Column Where You Want to Apply AutoFilter

A. In the Gantt Chart view, determine the column that you want to filter.

B. Click the AutoFilter arrow at the top of that column to see your options.

Step 2: Choose Your Filter Criteria

Option A – Select from preconfigured filters: In the AutoFilter drop-down list, click Filters, and then click an

option from the list of preconfigured filters that appears.

Option B – Select custom criteria to apply: Simply select the check boxes of the criteria you want to apply,

and then click OK. In the following example, only tasks that start in January are selected and will appear in

the filtered view.

Note: Click Select All to clear all the criteria check boxes at one time.

Page 15: Step 1: How Long Will It Take? Tips and Tricks.pdf · list, click Save example, Com fter saving a . ectively w eam Planner v e assignment Team Planner ssigned to res ed resources

Step

In the

Step

You al

demon

p 3: Clear

same AutoFilte

p 4: Sort o

lso have the op

nstrates groupi

the Filter

er drop-down li

or Group

ption to sort or

ng by month. T

r

ist, click Clear

group by using

To clear a grou

Filter from Star

g the same dro

up, click No Gro

rt.

op-down list. Th

oup in the drop

he following exa

p-down list.

ample

Page 16: Step 1: How Long Will It Take? Tips and Tricks.pdf · list, click Save example, Com fter saving a . ectively w eam Planner v e assignment Team Planner ssigned to res ed resources