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Scheduling Tasks
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Scheduling Tasks
by Tim Pyron
Special Edition Using Microsoft® Project 2002
Copyright
About the Authors
About the Technical Editors
Acknowledgments
Tell Us What You Think!
Introduction
Getting Started with Microsoft Project 2002
The Power of Microsoft Project 2002
Exploring Project Management
What Microsoft Project 2002 Can Do for You
Some General, Common-Sense Guidelines for Project Managers
A Checklist for Using Microsoft Project
Project Management Scheduling Techniques
Troubleshooting
Learning the Basics of Microsoft Project
Starting and Exiting Microsoft Project
Exploring the Microsoft Project Window
Using Online Help and Learning Aids
Introducing the Gantt Chart View
Changing Views
Scrolling and Selecting Data Fields
Troubleshooting
Setting Up a Project Document
Supplying Information for a New Project
Selecting the Environment Options
Defining a Calendar of Working Time
Troubleshooting
Managing Project Files
Saving and Protecting Files
Creating and Using Templates
Working with the Organizer and the Global File
Troubleshooting
Scheduling Tasks
Creating a Task List
Approaching the Planning Process
Entering Tasks in a Gantt Chart
Understanding the Fields in the Task Table
Entering Task Names
Editing the Task List
Using the Task Information Dialog Box to Edit Tasks
Entering Task Duration
Defining Milestones
Using Recurring Tasks
Attaching Notes to Tasks
Attaching Hyperlinks to Tasks
Using Other Views to Create Tasks
Outlining the Task List
Using Custom WBS Codes
Using Custom Outline Numbers
Printing the Project Task List
Troubleshooting
Project Extras: Letting Project Calculate Duration
Entering Scheduling Requirements
An Overview of Scheduling
Understanding Dependency Links
Entering Dependency Links
Working with Task Constraints
Entering Deadline Dates
Splitting Tasks
Creating and Using Task Calendars
Troubleshooting
Project Extras
Viewing Your Schedule
Working with the Gantt Chart View
Adding Graphics and Text to Gantt Charts
Working with the Calendar View
Working with the Network Diagram View
Troubleshooting
Assigning Resources and Costs
Defining Resources and Costs
Understanding How Project Uses Resources and Costs
Understanding Resources and Costs
Defining the Resource Pool
Using the Resource Fields
Setting the Automatically Add New Resources and Tasks Option
Sorting Resources
Grouping Resources
Filtering Resources
Troubleshooting
Understanding Resource Scheduling
Learning About Resource Scheduling
Reviewing the Essential Components of Work Resource Assignments
Understanding the Resource Assignment Fields
Understanding the Work Formula
Choosing the Task Type
Understanding Effort-Driven Tasks
Modifying Resource Assignments
Understanding the Driver Resource Concept
Calculating Task Duration with Multiple Resources Assigned
Assigning Resources and Costs to Tasks
An Overview of Assigning Resources
Selecting the Appropriate Task Settings
Assigning Resources to Tasks
Assigning Fixed Costs and Fixed Contract Fees
Troubleshooting
Resolving Resource Assignment Problems
Understanding How Resource Overallocations Occur
Identifying Resource Overallocations
Strategies for Eliminating Resource Overallocations
Eliminating Resource Overallocations Yourself
Letting Project Level Overallocated Resources for You
Troubleshooting
Reviewing and Distributing a Project
Reviewing the Project Plan
Looking at the Big Picture
Realigning the Plan
Finalizing the Plan
Troubleshooting
Printing Views and Reports
Using the Print Commands
Changing the Printer Setup
Using the Project Guide Toolbar
Printing Views
Printing Project’s Predesigned Reports
Troubleshooting
Tracking and Analyzing Progress
Tracking Work on a Project
An Overview of Tracking
Using Project Guide for Tracking
Working with Project Baselines
Tracking a Project’s Performance and Costs
Analyzing Progress and Revising the Schedule
Project Management Overview
Reviewing the Current Status of a Project
Analyzing Performance with Earned Value Analysis
Revising a Schedule to Complete on Time and on Budget
Troubleshooting
Coordinating Projects and Sharing Data
Working with Multiple Projects
Using the Window Commands
Displaying Tasks from Different Files in the Same Window
Creating Subprojects and Master Projects
Creating Links Between Tasks in Separate Projects
Sharing Resources Among Projects
Troubleshooting
Exporting and Importing Project Data with Other File Formats
Exchanging Project Data with Other Applications
File Formats Supported by Microsoft Project 2002
Importing Project 2002 Data from Other Project Management Applications
Exporting Project 2002 Data to Older Versions of Microsoft Project
Using the Import/Export Wizard
Saving an Entire Project in a Database
Exchanging Selected Parts of a Project with Other Formats
Using Microsoft Project 2002 As an OLE DB Provider
Troubleshooting
Copying, Pasting, and Inserting Data with Other Applications
Copying Selected Data Between Applications
Linking Selected Data Between Applications
Working with Objects
Placing Objects into Microsoft Project
Placing Project Objects into Other Applications
Troubleshooting
Using and Customizing the Display
Using the Standard Views, Tables, Filters, and Groups
Exploring the Standard Views
Exploring the Standard Tables
Exploring the Standard Filters
Exploring the Standard Groups
Troubleshooting
Formatting Views
Using the Common Format Options in the Standard Views
Formatting the Gantt Chart View
Formatting the Calendar View
Formatting the Network Diagram View
Formatting the Task and Resource Form Views
Formatting the Resource Graph View
Formatting the Resource Usage View
Formatting the Task Usage View
Formatting the Sheet Views
Troubleshooting
Customizing Views, Tables, Fields, Filters, and Groups
Creating New Views
Using and Creating Tables
Customizing Fields
Creating Custom Filters
Creating Custom Filters with AutoFilter
Creating Custom Groups
Organizing Views and Other Custom Elements in Project Files
Troubleshooting
Using and Customizing the Standard Reports
Understanding the Standard Reports
Customizing Reports
Creating Reports
Using the Common Customization Controls
Customizing Specific Report Types
Saving and Sharing Custom Reports
Troubleshooting
Customizing Toolbars, Menus, and Forms
Altering the Behavior of Personalized Menus and Toolbars
Customizing Toolbars
Customizing Menu Bars
Customizing Forms
Troubleshooting
Using Project Server and Project Professional
Managing Collaboration with Project Server
New Features in Project Server 2002 Web Access
Exploring Project’s Collaborative Features
Introduction to Microsoft Project Web Access
Collaborating During the Planning Process
Collaborating During the Tracking Process
Collaborating During the Update Process
Other Functions in Project Web Access
An Overview of Microsoft Project Professional 2002
What Microsoft Project Professional 2002 Adds to Microsoft Project
System Architecture and Requirements
Planning for Enterprise-Level Project Management
Logging in to Project Server from Project Professional
Using Enterprise Outline Codes and Custom Fields
Working with Enterprise Resources
Working with Enterprise Projects
Managing Projects Using Microsoft Project Professional 2002
Managing Resource Assignments
Using Enterprise Templates
Working with Versions
Using Project Manager Views
Managing Project Portfolios with Microsoft Project Professional
Analyzing Projects and Resources
Using the Project Center
Using the Resource Center
Administering Project Portfolios with Microsoft Project Professional
System Administration
Using Office Web Components
Building OLAP Cubes and Updating Resource Tables
Managing Views
Checking in Enterprise Projects
Checking in Enterprise Resources
Managing Project Versions
Importing Resources
Importing Projects
Managing the Enterprise Global Template
Index
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Prev
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Troubleshooting
Next
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Creating a Task List
Part II: Scheduling Tasks
5
Creating a Task List
6
Entering Scheduling Requirements
7
Viewing Your Schedule
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