Project Management Topics Covered |
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PHASE - I Exploring the Microsoft Project Environment |
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Taking a First Look at Project
Starting Project
Working with the Project Guide
Examining the Gantt Chart view
Using Project menus
Examining the toolbars
Entering information
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PHASE 2 - Creating a New Project |
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Gathering Information
Opening a Project File
Establishing Basic Project Information
Looking at Project Calendars
Setting calendar options
Setting schedule options
Creating a new calendar
Adjusting the calendar
Entering Tasks
Adding Subtasks
Saving Project Files
Saving files
Saving files as templates
Protecting files
Closing Project
Copying tasks
Displaying and hiding tasks |
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PHASE 3 - Building Tasks |
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Establishing Timing for Tasks
Fixed-unit tasks
Fixed-duration tasks
Fixed-work tasks
Effort-driven tasks
Assigning Task Timing
Using the Gantt table Using the Task Information dialog box
Using your mouse and the task bar
Setting scheduling options
Assigning a calendar to a task
Creating milestones
Timing for summary tasks
Using Recurring Tasks
Establishing Constraints and Deadline Dates
Understanding constraints
Using deadline dates
Setting constraints and deadline dates
Manipulating the Gantt Chart to View Timing
Entering Task Notes
Establishing Dependencies Among Tasks
Understanding dependencies
Understanding the interactions between constraints and dependencies
Allowing for delays and overlap
Dependency types
Finish-to-Start (FS)
Start-to-Finish (SF)
Start-to-Start (SS)
Finish-to-Finish (FF)
Establishing dependencies
Setting finish-to-start dependencies
Setting other types of dependencies
Viewing Dependencies
Deleting Dependencies |
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PHASE 4 - Creating Resources and Assigning Costs |
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Understanding Resources
How resources work
How Project uses resource information to affect the schedule
How Project gathers cost information
Creating a Resource List
Modifying Resource Information
Assigning a communication method
Specifying resource availability
Specifying a booking type
Creating a generic resource and assigning custom fields
Creating a budget resource
Adding notes to a resource
Calendars and resources
Modifying a resource’s working hours
Blocking off vacation time
Using Resources and Tasks
Assigning resources to tasks
Assigning a budget resource
Getting help while selecting resources to assign
Some tips about resource assignments
Removing or replacing a resource assignment
Handling Unusual Cost Situations
Looking at the project’s cost
Assigning fixed costs
Assigning a fixed cost to a task
Assigning a fixed resource cost to a task
Accounting for resource rate changes |
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PHASE 5 - Understanding the Basics of Views |
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What Is a View?
Changing a table
Changing a Details section
Examining Indicators
Admiring the Views
Calendar
Detail Gantt
Gantt Chart
Leveling Gantt
Tracking Gantt
Multiple Baselines Gantt
Network Diagram
Descriptive Network Diagram
Relationship Diagram
Resource Allocation
Resource Form
Resource Graph
Resource Name Form
Resource Sheet
Resource Usage
Rollup views
Using the summary task bar
Using the Rollup_Formatting macro
Task Details Form
Task Entry
Task Form
Task Name Form
Task Sheet
Task Usage
Printing Your Project
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PHASE 6 - Using Views to Gain Perspective |
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Customizing Views
Changing tables
Changing row height and column width
Hiding and inserting columns
Adding fields to a usage view
Switching tables
Creating new tables or editing existing tables
Working with views
Adding views
Creating a combination view
Ordering Tasks in a View
Sorting tasks
Creating WBS codes
Renumbering WBS codes
Filtering Views to Gain Perspective
Applying a filter to a view
Creating custom filters
Using AutoFilters
Using grouping |
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PHASE 7 - Modifying the Appearance of Your Project |
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Changing Project’s Looks
Using the Gantt Chart Wizard
Formatting Elements One by One
Working with text
Formatting selected text
Applying formatting to categories of text
Changing taskbars
Formatting taskbars
Changing the layout of the Gantt Chart
Changing gridlines
Inserting Drawings and Objects
Copying pictures
Using visuals in schedules
Inserting visual objects
Using the Drawing toolbar
Modifying graphics and drawings |
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PHASE 8 - Resolving Scheduling Problems |
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Resolving Scheduling ConflictsUsing overtime
Adding resources to tasks
Using overtime
Adding time to tasks
Adjusting slack
Changing task constraints
Adjusting dependencies
Splitting a task
Using the Critical Path to Shorten a Project
Identifying the critical path
Shortening the critical path
Using Multiple Critical Paths |
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PHASE 9 - Resolving Resource Problems |
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Understanding How Resource Conflicts Occur
Spotting Resource Conflicts
Using views to spot resource conflicts
Using filters to spot resource conflicts
Resolving Conflicts
Changing resource allocations
Switching resources
Adding a task assignment to a resource
Adding or deleting a resource assignment
Scheduling overtime
Redefining a resource’s calendar
Assigning part-time work
Controlling when resources start working on a task
Delaying tasks by leveling resource workloads
Letting Project level resource loads
Making adjustments to leveling
Contouring resources
Setting a contour pattern
Contouring a resource’s availability
Pooling resources |
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PHASE 10 - Understanding Tracking |
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Understanding the Principles of Tracking
Estimates versus actuals
Making adjustments as you go
Using Baselines
What is a baseline?
Setting a baseline
Changing the Baseline
Adding a task to a baseline
Using interim plans
Clearing a baseline or interim plan
Viewing Progress with the Tracking Gantt View
Interpreting the Tracking Gantt view
The Task Variance table
The Task Cost table
The Task Work table
Understanding Tracking Strategies
Tackling the work of tracking
Keeping track of tracking
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PHASE 11 - Recording Actuals |
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Organizing the Updating Process
Understanding Calculation Options
Updating Tasks to Reflect Actual Information
Setting actual start and finish dates
Recording actual durations
Setting the Percent Complete value
Setting work completed
Setting remaining durations
Using Actuals and Costs
Using the Cost table for tasks
Using the Cost table for resources
Overriding resource cost valuations
Techniques and Tips for Updating
Tracking work or costs regularly
Accelerating the updating process
Letting Project reschedule uncompleted work
Reviewing Progress
Using the Tracking Gantt view
Using the Work table for tasks
Using the Work table for resources
Viewing progress lines |
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PHASE 12 - Reporting on Progress |
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Creating Text Reports
Looking at the big picture
Project Summary
Top Level Tasks
Critical Tasks
Milestones
Working Days
Generating reports on costs
Cash Flow
Earned Value
Budget
Overbudget reports
Producing reports on time
Unstarted Tasks
Tasks Starting Soon
Tasks in Progress
Completed Tasks
Should Have Started Tasks
Slipping Tasks
Preparing reports on work assignments
Who Does What
Who Does What When
To Do List
Overallocated Resources
Reporting on workloads
Task Usage
Resource Usage
Customizing reports
Custom reports
Customizing an existing report
Visual Reporting
Task Usage reports
Cash Flow Report
Earned Value Over Time Report
Resource usage reports
Cash Flow Report
Resource Availability Report
Resource Cost Summary Report
Resource Work Availability Report
Resource Work Summary Report
Assignment Usage reports
Baseline Cost Report
Baseline Report
Baseline Work Report
Budget Cost Report
Budget Work Report
Summary reports
Critical Tasks Status Report
Task Status Report
Resource Remaining Work Report
Resource Status Report
Customizing visual report templates |
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PHASE 13 - Analyzing Financial Progress |
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Understanding Earned Value
Understanding earned value fields
Using the Physical % Complete method to calculate earned value
Setting the date for earned-value calculations
Using earned value tables
Using the Earned Value table for tasks
Using the Earned Value table for resources
Using the Earned Value Cost Indicators and Earned
Value Schedule Indicators tables
Evaluating Cost Information
Charting earned value
Using PivotTables for analysis
Making Adjustments During the Project
Changing the schedule
Modifying resource assignments |
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