Microsoft Project 2013: The Missing Manual

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• Microsoft Project 2013: The Missing Manual
• A Note Regarding Supplemental Files
• The Missing Credits
  • About the Author
  • About the Creative Team
  • Acknowledgments
• Introduction
  • Whats New in Project 2013
  • Where Microsoft Project Fits In
  • Choosing the Right Edition
  • Complementary Software
  • About This Book
    • About the Outline
    • The Very Basics
    • AboutTheseArrows
    • About MissingManuals.com
    • About the Missing CD
    • Safari Books Online
• 1. Project Management: The Missing Manual
  • 1. Projects: In the Beginning
    • Whats So Special About Projects?
    • What Is Project Management?
    • Why Manage Projects?
    • Picking the Right Projects
      • The Importance of Business Objectives
      • Common Selection Criteria
        • Payback Period
        • Net Present Value
        • Internal Rate of Return
    • Gaining Support for a Project
      • Identify Who Has a Stake in the Project
      • Documenting Stakeholders
    • Publicizing a Project and Its Manager
  • 2. Planning a Project
    • Project Planning in a Nutshell
      • The Benefits of Project Plans
    • Defining the Project
      • Whats the Problem?
      • Defining the Projects Goal and Objectives
      • What Strategy Will You Use to Solve the Problem?
      • Identifying Project Results
      • Gauging Success
      • Defining Project Boundaries
      • Documenting Project Assumptions
    • Documenting How Youll Run the Project
    • Laying Out Project Processes
      • Communicating
      • Managing Change
      • Managing Quality
      • Managing Risk
        • Identifying Risks
        • Assessing Risks
        • Planning Risk Response
        • Tracking Risks
• 2. Project Planning: More Than Creating a Schedule
  • 3. Getting to Know Microsoft Project
    • Launching Project 2013
    • Getting Around Project
      • Navigating the Ribbon and the Quick Access Toolbar
        • Managing Files in Backstage View
        • A Tour of the Other Ribbon Tabs
        • Finding Commands on the Ribbon
        • Taming the Project Ribbon
        • Work Quicker with the Quick Access Toolbar
      • Working with Views
        • Choosing a View
        • The Anatomy of Project Views
      • ScreenTips and Smart Tags
    • Scheduling Manually or Automatically
      • Manually Scheduling Tasks
        • Setting the Start and Finish Date for a Task
        • Creating Tasks with Incomplete Information
        • Planning from the Top Down
      • Automatically Scheduling Tasks
      • Setting the Task Mode
        • Setting the Task Mode for New Tasks
        • Switching the Task Mode as you Work
        • Changing the Mode of an Existing Task
  • 4. Creating a Simple Project
    • Creating a New Project File
    • Creating a Task List
      • Creating Work Tasks
      • Defining How Long Tasks Should Take
      • Adding Milestones
    • Organizing Work
    • Putting Tasks in the Right Order
    • Switching Tasks to Auto Scheduled Mode
    • Assigning People and Other Resources
      • Add People to Your Project
      • Assign Resources to Tasks
    • Saving Your Project
  • 5. Setting Up a Project File
    • Creating a New Project File
      • Creating a Blank Project File
      • Using a Template to Create a Project File
      • Specifying a Template Folder
      • Creating a Project File from an Excel Workbook
    • Setting the Project Start Date
    • Saving a New Project
      • File-Saving Shortcuts
        • Setting File Format and Location
        • Setting up Project to Save Automatically
        • Settings for Saving to your Computer and the Cloud
      • Saving Projects to Other File Formats
      • Protecting Your Project Files
    • Opening a Project File
      • File-Opening Shortcuts
    • Setting Standard Workdays
      • Choosing a Project Calendar
      • Setting Calendar Options
    • Defining Work Times with Calendars
      • Creating New Calendars
      • Modifying Calendars
      • Defining Work Weeks and Exceptions
        • Understanding Work Weeks
        • Understanding Exceptions
        • Defining Work Weeks for a Calendar
        • Defining a Work Weeks Working and Nonworking Days and Times
        • Setting Aside Holidays and Other Exceptions to the Work Schedule
        • Defining Recurring Exceptions
      • Applying Calendars
  • 6. Identifying the Work to Be Done
    • Breaking Down Work into Manageable Chunks
      • Identifying Work from the Top Down
      • Developing a WBS from Start to Finish
      • Constructing a WBS from the Bottom Up
      • When Is Enough Enough?
    • Adding Tasks to Your Project File
      • Creating Tasks
      • Creating Milestones
      • Creating Repeating Tasks
      • Importing Tasks from Another Office Program
        • Importing Tasks from Word or Outlook
        • Using an Excel Template to Import Data
    • Organizing Tasks
      • Inserting Summary Tasks
      • Reorganizing the Task List Outline
      • Building a WBS from the Top Down
      • Rearranging Tasks
        • Inserting Additional Tasks
        • Copying Tasks
        • Moving Tasks
        • Deleting Tasks
    • Documenting Task Details
      • Documenting Work Details in Word
      • Adding Details in Task Notes
    • Setting Up a Custom WBS Code
  • 7. Building a Schedule
    • Estimating Task Work and Duration
      • Understanding Work and Duration
      • Getting Good Estimates
        • How Accurate do Estimates Need to be?
        • Ways to Estimate Work
        • Getting Estimates from the Right People
        • Dont Ask for Only One Number
        • Dont Pad Estimates
        • Give Feedback on Estimates
      • Getting Estimates into Project
        • Exporting Work Packages to Excel
        • Importing Estimates into Project
    • Linking Tasks
      • How Tasks Affect One Another
      • Creating Finish-to-Start Task Dependencies
      • Creating and Modifying All Types of Task Links
        • Filling in Links in Gantt Chart View
        • Working on Task Links in the Task Information Dialog Box
        • Defining Task Dependencies in the Table Area
        • Editing Links by Double-Clicking Them
      • Removing Task Links
      • Delaying or Overlapping Tasks
    • Scheduling Tasks to Accommodate Specific Dates
      • Manually Scheduling Task Dates
      • Types of Constraints
      • Setting and Changing Constraints
      • Preventing Unwanted Date Constraints
      • Setting Deadline Reminders
      • Scheduling Task Work Time with a Task Calendar
  • 8. Building a Team for Your Project
    • Identifying Project Resources
      • Whos Responsible for What
        • Creating a Responsibility Matrix in Excel
        • Filtering a Responsibility Matrix in Excel
      • Resource Planning
      • Who Reports to Whom
        • Creating a Project Organization Chart in Microsoft Visio
    • Understanding Projects Resource Types
    • Adding Resources to Your Project File
      • Adding Resources in Resource Sheet View
      • Adding Resources from Excel
        • Copying and Pasting Resource Data
        • Importing Resource Data Using an Excel Template
      • Adding Work Resources from Your Email Address Book
    • Removing Resources from Your Project
    • Defining When Work Resources Are Available
      • Specifying a Resources Work Schedule
      • Specifying How Much Your Resources Are Available
      • When Availability Varies
    • Defining Costs for Resources
      • Setting Up Work and Material Costs
      • When Pay Rates Vary
      • Specifying Cost for Cost Resources
    • Using Generic or Tentative Resources
      • Using Generic Resources
      • Working with Proposed Resources
    • Adding More Resource Information
      • Filling in Other Resource Fields
      • Adding a Note to a Resource
  • 9. Assigning Resources to Tasks
    • Assigning Work Resources to Tasks
      • Assigning Resources with the Dialog Box
      • Assigning Resources in Task Form View
      • Assigning Resources in a Gantt Chart Table
        • Copying a Resource to Multiple Tasks
      • Finding the Right Resources
        • Finding Resources by Criteria
        • Finding Resources with Available Time
        • Reviewing Availability in Detail
      • Quickly Assigning Resources with Team Planner
        • Anatomy of Team Planner View
        • Assigning Tasks with Team Planner
        • Scheduling Tasks with Team Planner
        • Eliminating Overallocations with Team Planner
    • Assigning Material Resources to Tasks
    • Assigning Cost Resources to Tasks
    • Reviewing Resource Assignments
    • Understanding Duration, Work, and Units
      • Assignment Units vs. Peak
    • Modifying Resource Assignments
      • Adding and Removing Resources from Tasks
      • When Effort Drives the Schedule
      • Controlling Assignment Changes with Task Types
        • Keeping Resources Assigned with the Same Units
        • Maintaining Task Duration
        • Maintaining the Same Amount of Work
  • 10. Setting Up a Project Budget
    • Putting a Price Tag on Your Project
    • Reviewing Cost Information
      • Seeing Overall Project Costs
        • Viewing the Total Project Cost in the Project Summary Task
        • Viewing the Total Project Cost in Project Statistics
      • Seeing Costs for Tasks, Resources, and Assignments
      • Adding Custom Budget Information
    • Comparing Costs to Your Budget
      • Step 1: Create and Designate Budget Resources
      • Step 2: Assign Budget Resources to the Project Summary Task
      • Step 3: Enter Budget Cost and Work Values
        • Entering Budget Totals for the Project
        • Entering Budget Totals by Time Period
      • Step 4: Associate Resources with Their Budget Types
        • Creating a Custom Resource Text Field
        • Classifying Resources by Budget Category
      • Step 5: Compare Budget Resource Values
    • Setting the Projects Fiscal Year
  • 11. Reviewing and Fine-Tuning Your Plan
    • Reviewing the Schedule and Cost
      • Understanding the Critical Path and Slack Time
      • Reviewing the Critical Path
        • Displaying the Critical Path in Project
        • Filtering the Task List to Show Critical Tasks
        • Showing Critical Tasks in a Gantt Chart Table
        • Comparing Finish Dates to Deadlines
        • When Too Many Tasks are Critical
        • When the Critical Path is Incomplete
      • Reviewing Project Costs
        • Using Project Cost Reports
    • Project Tools for Change
      • See Why Tasks Occur When They Do
      • Seeing What Changes Do
      • Undoing Changes
    • Making Sure Tasks Are Set Up Correctly
      • Reviewing Task Dependencies
        • Highlighting Task Paths
        • Reviewing Dependencies in Task Form View
      • Finding and Changing Manually Scheduled Tasks to Auto Scheduled
      • Freeing Tasks from Date Constraints
    • Building Reality into Assignments
      • Replacing Generic Resources with Real Ones
      • Assigning Part-Time Workers
      • Modeling Productivity in Project
      • Adjusting Tasks for Resource Capability
    • Balancing Workloads
      • Finding Resource Over- and Under-Allocations
        • Finding Overallocated Resources with Resource Sheet View
        • Finding Overallocations with Team Planner View
        • Viewing Assignments with Resource Usage View
        • Finding Overallocations with Resource Graph View
        • Viewing Assignments in Resource Allocation View
      • Accepting Overallocations
      • Eliminating Overallocations with Team Planner
      • Rescheduling a Task to Another Day
      • Replacing Resources
      • Adjusting Work Contours
      • Delaying Assignments
      • Leveling Assignments
        • Prepping Your Schedule for Leveling
        • Prioritizing Projects and Tasks
        • Changing Task Priority
        • Changing Project Priority
        • Using Leveling Gantt View
        • Setting Leveling Options
        • Applying and Clearing Leveling
    • Shortening the Schedule
      • Adjusting Resource Assignments
        • Increasing Units to Decrease Duration
        • Using Slack Time to Shorten the Schedule
      • Splitting Tasks into Smaller Pieces
      • Overlapping (Fast-Tracking) Tasks
        • Finding Tasks to Fast-Track
        • Modifying Task Dependencies to Overlap Tasks
      • Paying More for Faster Delivery
        • Time Vs. Money
        • Using a Spreadsheet to Choose Tasks to Crash
    • Reducing Project Costs
      • Checking for Cost Errors
      • Adjusting the Schedule to Reduce Cost
      • Adjusting Assignments to Reduce Cost
      • Rethinking Your Budget
    • Playing What-If Games
      • Inactivating Tasks
      • Comparing Projects
  • 12. Saving the Project Plan
    • Obtaining Approval for the Plan
    • Storing Project Documents
    • Preserving the Original Plan in Project
      • Setting a Baseline
        • Editing a Set Baseline
      • Setting Additional Baselines
      • Adding New Tasks to a Baseline
      • Saving Sets of Start and Finish Dates
      • Clearing a Baseline
      • Viewing Baselines
        • Viewing Baseline and Current Values in a Gantt Chart View
        • Viewing Baseline Values in a Table
• 3. Projects in Action
  • 13. Tracking Status
    • Methods for Tracking Status
      • Updating Assignments vs. Updating Tasks
      • What Data to Collect
    • Preparing to Update Your Project
      • Setting Tasks to Auto Scheduled Mode
      • Setting a Baseline
      • Project Settings for Status Updates
        • Settings in the Schedule Category
        • Settings in the Advanced Category
      • Setting Up a View to Make Updating Easy
    • Obtaining Status Data
      • Collecting Task Status from Team Members
        • Creating an Update Form
        • Gathering Status Updates
        • Importing Information from Other Tracking Systems
      • Collecting Status Data about Other Resources
    • Updating Schedule Status in Project
      • Setting the Status Date
      • Updating Tasks That Run on Schedule
      • Updating Completed Tasks That Didnt Run on Schedule
      • Updating Tasks That Are in Progress
        • Updating Actual and Remaining Duration
        • Updating Actual and Remaining Work
        • Updating Percent Complete and Remaining Duration
      • Updating the Project Using Resource-Assignment Status
        • Entering Actual Work Complete and Remaining Work
        • Entering Percentage of Work Complete
        • Entering Actual Work by Time Period
      • Updating the Whole Project
        • Rescheduling Unfinished Work in the Project
        • Updating the Project as Scheduled
    • Updating Project Costs
      • Updating Actual Costs for Work Resources
      • Updating Actual Costs for Material Resources
      • Updating Actual Costs for Cost Resources
      • Updating Actual Fixed Costs on Tasks
  • 14. Evaluating and Correcting Project Performance
    • Scheduled, Baseline, and Actual Values
    • Is the Project on Time?
      • Checking Status at the Project Level
      • Keeping Your Eye on Critical Tasks
      • Looking for Delayed Tasks
        • Looking for Tasks Heading for Trouble
    • Is the Project Within Budget?
      • Comparing Costs Using Views and Filters
      • Evaluating Costs with Reports
      • Comparing Project Costs to a Budget
    • Earned Value Analysis
      • Gauging Performance with Earned Value Measures
      • Analyzing an Earned Value Graph
      • Using Additional Earned Value Measures
      • Viewing Earned Value in Project
      • Controlling How Project Calculates Earned Value
    • Getting Back on Track
      • A Review of Project-Tuning Techniques
      • Assigning Overtime
      • Reducing Scope by Inactivating Tasks
  • 15. Managing Change
    • Setting Up a Change-Management System
      • Managing Change Requests
      • The Change Review Board: Deciding on Changes
      • Tracking Change Requests
    • Managing Changes in Project
      • Finding the Effects of a Proposed Change
        • Creating a What-If Copy of a Project
        • Setting a Change Request Baseline
        • Flagging Change Requests in Project
        • Inactivating Change-Request Tasks Until You Need Them
      • Updating Project with Approved Change Requests
  • 16. Reporting on Projects
    • An Overview of Projects Reports
      • Overall Status
      • Financial Performance
      • Task Management
      • Resource Management
    • Working with Graphical Reports
      • Generating Graphical Reports
      • Customizing Graphical Reports
        • Specifying What to Display
        • Customizing a Chart
        • Customizing a Table
        • Customizing a Text Box
        • Organizing Report Elements
        • Report-wide Customization
        • Creating a Custom Report from an Existing Report
        • Creating a Brand-New Graphical Report
    • Working with Visual Reports
      • Generating a Visual Report
      • Rearranging and Formatting Excel Visual Reports
        • Adding the Measures you Want to see to the Graph
        • Filtering the Data that Appears
        • Categorizing Information
        • Summarizing and Drilling Down
        • Formatting the Chart
      • Rearranging and Formatting Visio Visual Reports
      • Customizing Visual Report Templates
      • Saving Report Data
    • Printing Views to Report Project Information
  • 17. Closing a Project
    • Obtaining Project Acceptance
    • Tying Up Loose Ends
    • Producing Project Closeout Reports
      • Summarizing a Project
      • Reporting Performance
        • Cost Performance
        • Schedule Performance
        • Quality Performance
      • Documenting What You Learned
        • Dont Skip this Step!
        • Gathering What you Learned
        • Remembering Your Lessons
    • What to Do with Project Information
• 4. Project Power Tools
  • 18. Working on More Than One Project
    • Managing Multiple Projects
      • Linking Tasks in Different Projects
    • Sharing Resources Among Projects
      • Creating a Resource Pool
      • Connecting a Project to a Resource Pool
      • Opening and Saving Sharer Projects
      • Detaching a Sharer Project from the Resource Pool
      • Editing Resource Pool Information
      • Creating a Master Project
      • Removing a Project from a Master Project
  • 19. Exchanging Data Between Programs
    • Copying Information
      • Copying Project Data to Other Programs
      • Copying Data from Other Programs into Project
      • Creating Pictures of Project Information
    • Importing and Exporting Data
      • Importing Data into Project
      • Exporting Data from Project
      • Using an Existing Map
      • Exchanging Data with Excel
        • Exporting an Entire Project to Excel
        • Exporting Project Data to Excel
        • Importing Data from Excel
      • Working with Project and Visio
        • Displaying Project Data in a Visio Gantt Chart
        • Displaying Project Data in a Visio Timeline
        • Exporting Visio Gantt Charts to Project
        • Exporting Visio Timelines to Project
    • Integrating Project and Outlook
      • Adding Project Tasks to Outlook
      • Importing Tasks from Outlook
      • Copying Tasks from an Email
      • Building a Resource List from an Outlook Address Book
      • Sending Project Information to Others
        • Sending Project Files Via Email
  • 20. Linking and Embedding
    • Understanding Linking and Embedding
    • Linking and Embedding Project Data
      • Linking Project Files to Other Programs
      • Linking Project Table Data to Other Programs
      • Embedding Project Files in Other Programs
    • Linking and Embedding Data into Project
      • Linking and Embedding Entire Files into Project
      • Embedding Parts of Files in Project
      • Linking Tabular Data in Project
    • Working with Linked and Embedded Objects
      • Editing Linked Objects
      • Managing Linked Objects
      • Editing Embedded Objects
    • Hyperlinking to Information
      • Creating a Hyperlink to a File or Web Page
      • Modifying Hyperlinks
      • Creating a Hyperlink to a Location in the Project File
• 5. Customizing Project
  • 21. Viewing What You Want
    • Creating Your Own Views
      • Modifying Basic View Contents
        • Screen Types
        • Modifying a Single View
        • Modifying a Combination View
      • Creating a New View
      • Modifying a Gantt Chart View
        • Changing the Way Types of Task Bars Look
        • Changing the Way Selected Task Bars Look
        • Changing Task Bar Text
        • Designing Your Own Task Bar Style
        • Stacking More than One Task Bar in the Same Space
        • Changing the Layout of Task Bars
        • Changing How Gridlines Look
        • Fast Formatting with the Gantt Chart Wizard
      • Customizing the Timescale
      • Changing a Usage Views Appearance
      • Customizing the Timeline
        • Adding Tasks to the Timeline
        • Changing the Appearance of Tasks on the Timeline
        • Customizing the Info on the Timeline
      • Customizing Team Planner View
      • Customizing Resource Graph View
        • Choosing Fields to Display
        • Changing the Way Resource Graph Bars Look
      • Modifying a Network Diagram
        • Choosing Fields and Formatting for Network Diagram Boxes
        • Laying Out Boxes
      • Customizing Calendar View
    • Changing Tables
      • Switching the Table in a View
      • Changing a Tables Contents
      • Modifying a Table Definition
        • Creating a New Table
    • Formatting Text
      • Changing Categories of Text
      • Changing Selected Text
    • Filtering Through Information
      • Applying Filters
      • Creating and Editing Filters
      • Defining Filters
        • Comparing a Field with a Value
        • Comparing Two Fields
        • Creating Compound Filters
        • Creating Changeable Filters
      • Quick and Dirty Filtering with AutoFilter
    • Grouping Project Elements
      • Working with Groups
      • Creating a Group
      • Changing Group Intervals
    • Defining Your Own Fields
      • Understanding Custom Fields
      • Customizing a Field
      • Creating Lists of Valid Values
      • Calculating Field Values
      • Calculating Values in Summary Rows
      • Displaying Values Graphically
      • Coding Tasks and Resources
        • Selecting and Naming a New Outline Code
        • Setting Up a Template for Outline Code Values
        • Setting Up an Outline-Code Lookup Table
  • 22. Customizing the Ribbon and Quick Access Toolbar
    • Customizing the Quick Access Toolbar
    • Customizing the Ribbon
      • Turning Tabs On and Off
      • Creating Custom Tabs
      • Creating Custom Groups
      • Adding Commands to Custom Groups
      • Rearranging Tabs and Groups
      • Renaming Tabs and Groups
      • Removing Ribbon Elements
      • Restoring a Built-in Tab or Group
      • Resetting Ribbon Customizations
    • Sharing a Custom Ribbon and Quick Access Toolbar
  • 23. Reusing Project Information
    • Understanding the Types of Templates
    • Storing Project Settings and Elements
      • Storing Customized Project Options
    • Sharing Custom Elements
      • Copying Elements Between Files
        • Making Customized Elements Available to new Projects
        • Sharing a Customized Element with Someone Else
      • Removing Customized Elements from Files
      • Renaming Customized Elements
    • Building Templates for Projects
      • Creating a Project Template
      • Making Your Templates Easy to Find
      • Editing a Template
      • Creating a Project File from a Template
  • 24. Saving Time with Macros
    • What You Can Do with Macros
    • Recording Macros
    • Running Macros
      • Running Macros from the Macros Dialog Box
      • Running a Macro from the Ribbon
      • Using Keyboard Shortcuts to Run Macros
    • Viewing and Editing Macro Code
    • Learning More About Programming Project
• 6. Appendixes
  • A. Installing Project
    • Installing Project on Your Computer
      • 32-Bit or 64-Bit Project?
      • Before You Install
      • Installing Project 2013 for the First Time
      • Customizing Your Installation
      • Upgrading Project from an Earlier Version
      • Installing Project Pro for Office 365
    • Activating Project
    • Maintaining and Repairing Project
      • Adding and Removing Features
      • Repairing Your Project Installation
      • Uninstalling Project
  • B. Getting Help
    • In Search of Project Help
      • Searching for Answers
      • Online and Offline Help
    • Microsoft Office Online
    • Interactive and In-Depth Assistance
      • Discuss Among Yourselves
      • Project Blogs
      • Getting Social with Project
  • C. Keyboard Shortcuts
    • How to Use Keyboard Shortcuts
    • Project Keyboard Shortcuts
      • All-Time Keyboard Shortcut Favorites
      • Project Outlining
      • Displaying Project Information
      • Moving Around in a Project View
      • Selecting Elements in a Project View Table
      • Editing Within a View
      • Navigating Within Dialog Boxes and Forms
      • Help Shortcuts
• Index
• About the Author
• Copyright

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