Advanced Microsoft Project

Learn more advanced techniques for working with Microsoft Project, from reassigning resources and managing costs to customizing fields and reports.

Introduction

• Learn advanced techniques for Microsoft Project
• What you should know before watching this course

1. Get Resource Assignments Right

• Adding and removing resources from a task
• Changing multiple assignment parameters on a task
• Defining part-time resources using maximum units
• Defining part-time resources using resource calendars
• Assigning calendar-based part-time resources
• Scheduling a task to override resource calendars
• Editing in-progress task assignments
• Challenge
• Solution

2. Handle Tricky Project Costs

• Setting cost rates that change over time
• Defining time-based material costs
• Editing resource costs manually

3. Exchange Data with Other Programs

• Copying data between Project files
• Choosing security settings for importing data
• Importing data into new Project records
• Importing data into existing Project records
• Exporting data from Project

4. Make Your Data Meaningful with Custom Fields

• Understanding custom fields
• Creating a formula to calculate field values
• Specifying formula calculations for summary tasks
• Displaying field values graphically
• Creating a lookup table of valid values
• Formatting taskbars with custom field values

5. Communicate Better with Custom Graphical Reports

• Choosing the fields in a graphical report
• Focusing on key results in a graphical report
• Using a compelling chart to present data
• Displaying precise values in a table
• Adding labels to a graphical report
• Fine-tuning your report layout

6. Increase Productivity by Sharing Customizations

• Make a project work the way you want with options
• Where are modified elements saved?
• Where are new elements saved?
• Sharing your customizations with others

7. Working with Multiple Projects

• Sharing resources across projects with a resource pool
• Using shared resources on a project
• Opening and saving a project file with shared resources
• Editing resource information in a resource pool
• Working on multiple projects with a master project
• Adding a subproject to a project file
• Linking tasks in different projects

Conclusion

• Additional resources for Microsoft Project