Get the most out of Microsoft Project, with time-saving tricks, powerful shortcuts, and reviews of cool hidden features.
Overview
Syllabus
Introduction
- Welcome
- Fill in duration, work, and dates quickly
- Create a hammock task
- Rename column headings
- Display a calendar's nonworking time
- Prevent duplicate resource names
- Eliminate hashtags in table columns
- Count tasks that meet a criterion
- Sort resources by type and name
- Fast access to your Project files
- Save a new view
- Compare individual and group allocation
- Populate a lookup table with existing values
- Summarize resource utilization
- Hide non-working days on task bars
- Find hidden task bars
- Set additional baselines
- Store customized elements where you want
- Calculate work hours in a formula
- Record costs from an external system
- Change the date format in a specific view
- Find a command
- Edit multiple tasks simultaneously
- Track ancillary project costs
- When leveling doesn’t eliminate overallocations
- Update parts of a baseline
- Open and save file shortcuts
- Create a cross-project dependency
- Use hyperlinks in reports to navigate to details
- Reuse lookup tables and formulas
- Customize and share the Quick Access Toolbar
- Calculate separate critical paths for several projects
- Shortcuts for reapplying and clearing filters
- Compare Microsoft Project editions
- Shortcuts for viewing primary and detail panes
- Flag key tasks with custom bar styles
- Designate who reports status
- Keep important fields visible in a table
- Control how a view prints
- Identify projects in a master file
- Schedule for maintenance or system switchover
- Manage negative slack in a schedule
- Build an excel report that updates dynamically from project
- Add a custom sort to the ribbon to reapply it quickly
- Evaluate management timeframes
- View progress as a percentage
- Schedule approval during next meeting
- Create a work shift that spans two days
- Display tasks that should have status
- Model scenarios with inactive tasks
- Summarize tasks in resource usage view
- Display labor cost by project section
- Copy values from one baseline to another
- Switch date constraints
- Data entry shortcuts
- Display the Task Details form in the Details pane
- Add overall project notes to project summary task
- Choose AutoSave options wisely
- Create a WBS graph with a visual report
- Find all tasks with estimated durations
- Attach an image to a timescale task bar
- Custom view, part 1: Set up a custom view
- Custom view, part 2: Set up dashboard icons
- Custom view, part 3: Group tasks by variance
- Custom view, part 4: Filter troubled incomplete tasks
- Find summary tasks with dependencies
- Dependencies, part 1: Setup to review link types
- Dependencies, part 2: Evaluate link types
- Find tasks with date constraints
- Find dependencies with lag or lead
- Find tasks with excessive float
- Find incomplete tasks with negative float
- Find tasks with invalid dates
- Find incomplete tasks without resources
- Graphical report, part 1: Create a table
- Graphical report, part 2: Build a graph
- Graphical report, part 3: Fine-tune graph axes
- Find in-progress assignments
- Find when a resource is available
- Report work by resource and project
- Beware the Autolink option
- Schedule part of a project from the finish date
- Make exporting data easy
- Simplify importing with a map
- Merge data into existing rows
- Turn off screen tips before presentations
- Use indicators and option buttons
- Set currency options
- Prevent Project from calculating actual cost
- Update OLE links
- Assign resources with different schedules
- Ignore resource schedules on a task
- Use the Timeline view to control dates in a Gantt Chart view
- Remove tasks from a summary task without deleting them
- Set the fiscal year for a project
- Update assignment status from task status
- Restore window scroll bars if they go missing
- Make linked cells visible in a view's table
- Remove personal information from a Project file
- Select predecessors easily in a dropdown list
- Set up a calendar day with partial nonworking time
- Share customized elements
- Document your customizations
- Working days, part 1: Calculate the days between two dates
- Working days, part 2: Add error test for missing dates
- Add multiple hyperlinks to a task or resource
- Add a hyperlink to a file in a custom field
- Tips for importing names from Excel
- Format numbers, part 1: Formatting in a text field
- Format numbers, part 2: Fine-tune number formats
- Ancillary costs, part 1: Track with Fixed Cost fields
- Ancillary costs, part 2: Track with cost resources
- Change requests, part 1: Flag change requests
- Change requests, part 2: Document change requests
- Key tasks, part 1: Add flags to key tasks
- Staffing plan, part 1: Assign generic resources
- Staffing plan, part 2: Display plan in a spreadsheet
- Master project links, part 1: When subprojects go missing
- Master project links, part 2: Move a resource pool
- Format duration, part 1: Display whole hours
- Format duration, part 2: Add minutes to display
- Contingency funds, part 1: Set up custom fields
- Contingency funds, part 2: Calculate used funds
- Project profit, part 1: Set up custom fields
- Project profit, part 2: Calculate profit percentage
- Open and save file shortcuts
- Progress comparisons, part 2: Update and compare
- View upcoming work, part 1: Create two-week filter
- View upcoming work, part 2: Display upcoming work
- Tasks with no dependencies, part 1: Create filter
- Tasks with no dependencies, part 2: Evaluate unlinked tasks
- Tasks with no dependencies, part 3: Count work tasks
- Tasks with no dependencies, part 4: Calculate percent
- Find summary tasks with dependencies
- Finish-to-start links, part 1: Setup
- Finish-to-start links, part 2: Calculate FS percentage
- Calculate percentage of tasks with date constraints
- Find tasks with lead time
- Calculate the percentage of tasks with lag or lead
- Count tasks with excessive float
- Calculate the percentage of tasks with excessive float
- Count tasks with negative float
- Adjust a schedule to remove negative float
- Find and correct tasks with invalid dates
- Avoid invalid dates
- Find incomplete tasks without resources
- Create a schedule quality dashboard
- Create schedule assessment report
- Add best practice values to table
- Add instructions and menu entries
- Conclusion
Taught by
Bonnie Biafore