Index. Symbols # (pound signs), 110, 386 % Work Complete field, xxv, _ (underscore), 365

Transcription

1 Index Symbols # (pound signs), 110, 386 % Work Complete field, xxv, _ (underscore), 365 A abbreviations for durations, 37 accessing practice files, 34 accrual, 485 actual plans, actuals collecting from resources, 295 defined, 107, 191, 485 entering for assignments, handling information submitted from resources, xliv, manually entering, 290, 294 Project s rules for, scheduling around status date, 298 tracking, xxv, xliii, , , ACWP (actual cost of work performed), 382, 485 Add Information pane, 49 allocation. See also overallocations; resources defined, 485 states of, underallocated resources, 173, 392, 495 viewing resource, xxx, Analysis toolbar, 273 Analyze Costs view, 312 Analyze Timescaled Data Wizard, arrow symbols of Copy button, 363 As Late As Possible constraint, 129, 133 As Soon As Possible constraint, 129, 130, 145 Assign Resources dialog box, xxiii, 73 75, 169 Assignment Information dialog box, 169 assignment notes, 166 assignments, See also contouring resource assignments; effort-driven scheduling applying different pay rates to, xxix, , 170 assigning extra resources, xxiii, clearing for deleted sharer plans, 409 contouring, xxix, 63, 137, controlling with Smart Tags actions, xxiii, defined, 485 delaying, xxix, , 170 documenting contouring, 166 editing, xxxvii, , entering actual values for, , 294 matching material resources to tasks, Outlook for viewing and reporting progress on, xliii, overallocating resources, 71, 83 overview, 71, 83 recording progress in Tasks Center, reducing costs by shortening, resolving issues, xliv, resource leveling, 188 scheduling duration, units, and work, 76, 83 to tasks, xxii, tracking actuals, xxxv, 277, , undoing, updating in sharer plan, 399 viewing in resource pool, xl, AutoFilter, xxxi, 206, 207, 387 automatic saving, 26, 374 B BCWP BAC (budget at completion), 387, 485 back-loaded contour, 164 Bar command, 104 Bar Styles command, 343 Bar Styles dialog box, 86, 345, 346, 347 bars colors of task, 280, 304, 305 customizing, 345 dragging vertical divider, 285 formatting for Calendar view, xxxviii, , 356 formatting Gantt, xxiii, xxxvii, 86 87, 90 91, 104, progress bars, 112, 491 Bars tab (Bar Styles dialog box), 347 Base Calendar box (Resource Information dialog box), 68 base calendars, 27. See also calendars assigning to task, 138 creating, xxvii, 139 defined, 485 Night Shift, 68 sharer plans and, xli, 402 Standard, 66, 67 baseline costs, defined, 190 baseline plans, comparing with interim and actual plans, baselines actual progress vs. baseline, color of baseline schedules, 304 defined, 108, 278, 485 saving, xxiv, , 119, , 299 updating, , 299 updating task, xxxv, 279 BCWP (budgeted cost of work performed), 383, 384,

2 BCWS BCWS (budgeted cost of work scheduled), 382, 384, 486 blank report pages, 233 bottom-up planning, 41, 486 box styles, Box Styles dialog box, 351 browser reviewing Project data in Web, 248 viewing Web page in, 252 budget. See costs budget at completion (BAC), 387, 485 budgeted cost of work performed (BCWP), 383, 384, 485 budgeted cost of work scheduled (BCWS), 382, 384, 486 Build Team from Enterprise feature, 427, 439 burdened labor rate, 317, 486 buttons. See also specific buttons by name assigning macros to, xxxix, customizing image on toolbars, xxxix, displaying all toolbar, 7 C calculating pay rates, Calculation tab (Options dialog box), 294, 388 Calendar tab (Options dialog box), 37 Calendar view bar style formatting for, , 356 illustrated, 18, 354 Page Setup dialog box for, 225 calendars, 26 28, 30. See also base calendars; project calendars; resource calendars defined, 486 editing in resource pool, 416 importing Outlook data to, 442 Night Shift base, 68 picking date with, 25 project, 26, 491 resource, xxii, 66 68, 442, 492 selecting base, setting up nonworking time, Standard base, 66, 67, 493 task, xxvii, , 152 task duration and project, centers on Home page, 442 Change Project pane, 141, 142 Change Working Time dialog box, 27 28, 67, 139, clearing check boxes, 188 Collaborate menu (Professional), 12 colors of task bars, 280, 304, 305 Column Definition dialog box, 87 columns, widening, 87 88, 110 Compare To Baseline export map, 308 connection status, manual or automatic, 11 consolidated projects, xli xlii, , 416, 486 constraints. See also inflexible constraints; semi-flexible constraints As Late As Possible, 129, 133 As Soon As Possible, 129, 130, 145 categories and types of, choosing categories, 130 deadline dates and, defined, 55, 486 driving, 323 Finish No Earlier Than, 129 Finish No Later Than, 129 inflexible, 489 Must Finish On, 129, 144, 152 Must Start On, 129 setting, xxvi, Start No Earlier Than, 129, 130, troubleshooting problems with, 129, 152 types of cost, 477 viewing details in ScreenTip, 132 consumable resources, 62 consumption rates fixed, 488 material resources, xxix, variable, 167 contour, 486 contour indicator, 164 contouring resource assignments, 63 applying contours, xxix, back-loaded contour, 164 documenting, 166 split tasks and, 137 Copy Cell command, 242 Copy Picture feature, , 253, 256, 367 Copy Picture to Office Wizard, copying and pasting data into Project, , 275 portions of tables, 242 cost indicators in earned value analysis, xl, Cost Overbudget filter, 312 cost performance index (CPI), 386, 486 cost rate tables, 155, 486 Cost table, 310, 314, 320 cost variance (CV) defined, 386, 487 reducing, , 339 schedule and, 321 sorting resources by, xxxvi, stoplight view of, 300, viewing, xxxvi, costs. See also cost variance; pay rates burdened labor rate, 317, 486 defined, 486 displaying task s baseline, 310 evaluating resource costs, examining project, xxx, fixed, xxvii, , 488 grouping resources by, project triangle model and, 323, reducing resource, xxxvii, relationship to time and scope, resource, 64 65, , 170 reviewing task, tips for working with resource, 316 viewing details, 195 CPI (cost performance index), 386, 486

3 Create New Base Calendar dialog box, xxvii, 139 critical path changing task relationships on, 338 defined, 133, 135, 152, 486 finish date and, 193, 195 viewing, xxvi, , 152 working with, 135 critical tasks in Calendar view, 355 filtering, xxxvii, 335 illustrated, 134 cross-project links, 416 current costs, Custom AutoFilter dialog box, 207 custom fields, 51, 193, 317 custom Gantt charts, custom Project Guide, 425, 426, 427, 439 Custom Reports dialog box, 235 custom task calendars, , 152 Customize dialog box, 374 Customize Fields dialog box, customized Home page, 442 customizing availability of resources, xxviii xxix, , 167, 170 bar styles, 345 button image on toolbars, xxxix, report headers and footers, xxiv, sharing custom tables between projects, xxxviii, tables, xxxii, , 218 toolbars, xxxix, views, xxii, xxxii, 86 92, , 218 CV%, 386, 487 CV. See cost variance D data. See also organizing project data copying and pasting into Project, , 275 exporting from any view, 248 importing address book information, 57 importing Excel, 35, , 275 organizing for stakeholder review, 197 saving to text file with Export Wizard, sorting in view, xxxi, data maps, data templates, 352. See also templates Data Templates Definition dialog box, 352 date format, 160 dates. See also finish dates changing in all linked sharer plans, 403 displaying and changing on timescale, 292, 299 entering deadlines, xxvii, status, xxxix, 298, 382, 383, 493 deadline indicator, 145 deadlines checking project finish date, xxx, defined, 487 entering dates for, xxvii, limiting scheduling flexibility with constraints, , 152 missed deadline indicator, 145, 326 removing from tasks, 147 resolving missed, Deadlines and Constraints pane, 131 default settings constraint start and end times, 132 task relationships, 124 view, 86 work contour type, 163 Define Group Interval dialog box, 204 delays delayed tasks, xxxv xxxvi, starting assignments, xxix, , 170 deleting custom toolbars and maps, items from global templates, duration deliverables, 36, 476, 487 dependencies defined, 487 between projects, xlii, destination programs, 255, 487 Detail Gantt view, displaying buttons on toolbars, 7 cost indicators, xl, , 388 cost variances, xxxvi, dates on timescale, 176, 292, 299 details from multi-project view, xliv, Earned Value form, 387 Office Assistant, 374 overbudget resources, xxxvi, , summary tasks only, 310 task s baseline costs, 310 Tasks pane, 34 Variance table, xxiv, 110, 307 docked toolbars, 375 documents creating library for, xlv, types of associations for, 469, 472 uploading to library, 472 drawing on Gantt charts, xxiv, 92 94, 104 Drawing toolbar, 93, 94 drilling into portfolio details, xliv, driving constraints, 323 duration, See also tasks abbreviations for, 37 changing for task contouring, 165 checking plan, xxi, defined, 487 effort-driven scheduling and, 81 elapsed, 37, 487 entering actuals for tasks, xxv, entering task, xx, fixed, 140, 152, 488 making accurate, 39 managing project constraints, overview, 36 project triangle model and, 323, 477 reducing with additional resources,

4 duration duration (continued) reducing subtask, , 329 relationship to costs and scope, rescheduling and changing values of, as scheduling formula component, 76 unaffected by materials allocation, 83 Duration column in Gantt Chart view, E EAC (estimate at completion), 387, 487 earned value, 383 earned value analysis, changing calculation of earned value numbers, 388 defined, 308, , 388, 487 displaying cost indicators, xl, , 388 displaying Earned Value form, 387 viewing schedule indicators, xxxix, , 388 Earned Value dialog box, 388 Earned Value form, 387 Earned Value Schedule Indicators tables, Edit Assignments view, 162 editing assignments, xxxvii, , calendars in resource pool, 416 macros, xxxviii xxxix, maps, 249 Project data as Web pages, 249 reports, xxxiii, editions of Microsoft Project, 5 Effort driven check box (Task Information dialog box), 77 effort-driven scheduling defined, 76, 83, 487 duration and, 81 enabling/disabling, 77 evaluating application of, 81 task types and, 144 elapsed duration, 37, employees adjusting working times for single, xxii, allocating tasks to categories of, 59 assigning to tasks, xxii, entering pay rates for, setting up as work resources, xxi, enabling effort-driven scheduling, 77 Preview option for Open dialog box, 29 endeavor, 475 Enterprise custom fields (Project Information dialog box), 51, 193 enterprise global template, 360 enterprise project management (EPM). See also Microsoft Office Project 2003 Server; Microsoft Office Project 2003 Web Access about, 419, 420 benefits of, 439 Build Team from Enterprise feature, 427, 439 custom fields for, 51, 193 custom Project Guides, 439 defined, 487 deploying Project Server based, 421 displaying multi-project details, xliv, enterprise global template with Project Server, 360 enterprise templates, xlii, , 423, 439 handling actuals from resources, xliv, Outlook for reporting actual work, xliii, portfolio management, 391 reporting to stakeholders, 302 Resource Substitution Wizard, xlii, , 439 toolset for, tracking actuals in Project Web Access, xliii, enterprise resource outline codes, 429 enterprise resource pool, 424, 487 enterprise templates. See also global templates; templates about, , 439 associating customized Project Guide with, 425 contents of, 423 creating project plan from, xlii, defined, 488 Entry table, 488 EPM. See enterprise project management equipment assigning to tasks, xxii, pay rates for, setting up resources for, xxi, as work resource, estimate at completion (EAC), 387, 487 estimated task duration, 38, 39 Excel, 35, , 275 export maps, , 308, 367, 488 Export Wizard, exporting maps, Map Options page, Map Selection page, 247 saving data to text file with, exporting data from any view, 248 data to Web page, 253 maps, , 308, 367, 488 source and destination programs, 255, 389 external predecessors, 414, 416 F FF (finish-to-finish) tasks, 44, 124 fields % Work Complete, xxv, custom, 51, 193, 317 defined, 488 Group, 489 Lag, 126 sorting by, 200 specifying graphical indicators for tasks, 319 timephased, 108 9, 494

5 typing first letter to navigate to, 347 files accessing practice, 34 creating project file from template, 6 entering properties for, xx, 29 Global.mpt, mpd and.mpb, 270 MPP, 30.mpw, 495 opening different file formats, xxxiv, Published, 436, 438 saving automatically, 26, 374 saving file formats from Project, xxxv, , 275 Filter button, 210 Filter Definition dialog box, xxxi, 209, 307 filtering critical tasks, xxxvii, 335 defined, 206, 488 highlighting tasks for, 210 removing, xxxi, 210 slipping tasks, xxxvi, tasks and resources, , 218 finish dates checking, xxx, critical path and, 193, 195 scheduling projects from, 193 soft, 192 Finish No Earlier Than constraint, 129 Finish No Later Than constraint, 129 finish-to-finish (FF) tasks, 44, 124 finish-to-start (FS) tasks as default task relationship, 124 defined, 44, 123 linking items as, Finish-to-Start Link button, 45, 47 fixed consumption rate, 488 fixed costs, xxvii, , 488 fixed duration, 140, 152, 488 fixed task types, , 144, 152 fixed units, 140, 152, 488 fixed work, 140, 152, 488 flexible constraints, 128, 129, 130, 488 floating toolbars, 375 Font dialog box, 98 fonts, footers, formatting, Calendar view, , 356 changing project Web page, fonts, Gantt bars, xxiii, xxxvii, 86 87, 90 91, 104, inserting gridlines between tasks, xxxvii, 349 items in Network Diagram view, project plans, 85 removing text, 98 report headers and footers, xxiv, text, Formatting toolbar, 210 formula evaluating cost variance with, 319, 321 scheduling, 76, , 492 Formula dialog box, free slack, 133, 134, 135, 488 FS (finish-to-start) tasks. See finish-to-start tasks fully allocated resources, 173, 392, 488 G Gantt Chart view. See also Gantt charts adjusting timescales before printing, 228 defined, 343, 488 Entry table, 488 Network Diagram view vs., 356 Page Setup dialog box for, 225 pasting images or objects into, percent work complete in, 114 progress bars and task completion, 112, 491 snapshot of, xxxiv, 245, 258 viewing entire project in timescale, xxi, 52 Gantt Chart Wizard, 86, 89 91, 343, 356 grades of resources Gantt charts. See also Gantt Chart view bar representing tasks on, 34 components of, 86 creating finish-to-start relationship in, 48 customizing, xxii, drawing on, xxiv, 92 94, 104 entering lag or lead time on, 127 expanding Duration column, formatting bars, xxiii, xxxvii, 86 87, 90 91, 104, illustrated, previewing custom, printing custom, 92 task relationships illustrated in, 44 viewing personal assignments on, 443 views for, 343 GanttHead Web site, 484 generic resources defined, 422, 424, 489 as part of enterprise templates, 423 replacing, xlii, viewing, 428 Getting Started task pane, 8 ghost tasks, 413, 414, 416, 489 GIF images copying information as, xxxiii xxxiv, , 253 importing Gantt chart to Word as, including in HTML Web page, 251 Global.mpt file, , 362 global templates. See also enterprise templates; templates defined, 489 deleting items from, elements and settings in, enterprise, 360 renaming elements stored in, 361 storage of macros in, 365 Go To dialog box, 280 Go To Selected Task button, 139, 150 grades of resources,

6 graphic images graphic images copying information as GIF images, xxxiii xxxiv, , 253 customizing on toolbar button, xxxix, importing Gantt chart to Word as GIF image, including GIF images in HTML Web page, 251 graphical indicators, 319, 321 Graphical Indicators dialog box, 319 gridlines, xxxvii, 349, 350 Gridlines dialog box, 349 Group Definition in dialog box, 204 Group field, 489 grouping defined, 489 printing views having, 228 project details, xxxi, 202 6, 218 Guide to the Project Management Body of Knowledge, A (PMI), 475, 484 H Header tab (Page Setup dialog box), 102 headers, xxiv, Help for Bar Styles dialog box, 345 baselines, 110 further Project resources, view and report, 85 Hide Subtasks button, 175, 310 highlighting tasks for filtering, 210 Home page, centers on, 442 HTML editing Project data as Web pages, 249 HTML templates, , 489 including GIF files for HTML Web page, 251 saving project data in, 247 HTML templates, , 489 hyperlinks. See also links connecting tasks to Web page with, 48 defined, I Import Wizard, import/export maps, , 271, 275, 489 importing address book information, 57 Excel data, 35, , 275 files to Project, , 275 Outlook appointments and events, 442 source and destination programs, 255, 389 Indent Tasks button, 42 indenting tasks, inflexible constraints defined, 128, 129, 130, 489 negative slack, , 490 Insert Hyperlink dialog box, 50 Insert Picture button, 103 inserted projects, 409, 410, 411, 489 inserting field or functions in formula, 319 gridlines between tasks, xxxvii, 349 hyperlinks, logos on reports, 103 interim plans, , 489 interim project plans, 282 Internet Explorer, 248 interrupted tasks, xxvi, issues, creating, xliv, defined, 467, 468 risks vs., 464, 472 types of associations for, 467, 472 Item to Change list (Text Styles dialog box), xxiv, 96 J job titles as resource names, 59 K keyboard shortcuts assigning to macros, 365 Go To dialog box, 280 L Lag field (Task Information dialog box), 126 lag time defined, 124, 489 entering, xxvi, 125, 126 using, 152 lead time defined, 124, 489 entering, 125, 128 tips on entering, 128 learning resources for Project, legends, Level Resources dialog box, 184 leveling overallocated resources. See resource leveling line manager, 490 link line, 46 Link Tasks button, 45, 124, 416 links. See also hyperlinks breaking to resource pool, 396 creating between tasks, defined, 490 inserting, from project plans to resource pool, xli, to summary tasks, 47 to task relationships, 124 to tasks, xxi, List Tasks pane, 34 logos, 103 M macros, assigning to toolbar button, xxxix, defined, 490 editing, xxxviii xxxix, naming, 365 recording, xxxviii, running, xxxviii, security level settings, 368 storing in global template, 365 managing project variances cost and resource problems, , 339 critical path and, 338, 339 overview,

7 project triangle, 323, 339 scope of work problems, time and schedule problems, Map Options page (Export Wizard), maps defined, deleting, editing, 249 exporting, , 367 import/export, , 271, 275, 489 selecting for data, 247 Margin tab (Page Setup dialog box), 222 master projects, 409 Material Label field, 63 material resources assigning to tasks, comparing work and, 63 consumption rates for, xxix, defined, 62, 69, 490 setting up, xxi xxii, 62 maximum units. See also units allocating for work resources, defined, 174, 195, 490 equipment resources, menu bar, 7 Microsoft Excel, 35, , 275 Microsoft Internet Explorer, 248 Microsoft Office Project See also Microsoft Office Project 2003 Professional edition; Microsoft Office Project 2003 Standard edition compatibility of file formats, 271 editions of, 5 family of products, 5, 30 learning resources for, overview, 30 project management with, 3 5 scheduling engine in, 6, 30 starting Professional edition, xix, starting Standard edition, xix, 6 9 Microsoft Office Project 2003 Professional edition Collaborate menu, 12 defined, 5 Enterprise custom fields of Project Information dialog box, 51 global template in, 360 illustrated, 12 starting, xix, tracking with, 278 using with Project Server, 56, 160 working offline with book tutorial, 33 Microsoft Office Project 2003 Server, 5 assigning resource to resolve issues, benefits of, 439 Build Team from Enterprise feature, 427, 439 communicating project details in, 101 creating document library, xlv, custom Project Guides, 439 deploying, 421 enterprise global template with, 360 enterprise templates, 422, 423, 439 EPM capabilities of, 56, 160 generic resources, 424 integrating WSS with, 463, 472 publishing plan to, xliii, risk management in, staffing enterprise project with resources, substituting resources, xlii, , 439 toolset for, uploading documents to document library, 472 working with task assignments in Outlook, xliii, Microsoft Office Project 2003 Standard edition defined, 5 global template in, 360 illustrated, 7 starting, xix, 6 9 Microsoft Office Project 2003 Web Access, 5 handling actuals from resources, xliv, managing issues, Project Center, 456, 460 More Groups dialog box recording assignment progress in Tasks Center, reporting out-of-office time, xliii, reporting task changes, xliii, risk management, Tasks Center, 460 Updates Center, 452, 454, 460 updating calendar automatically with, 67 Microsoft Office System Enterprise Project Management Solution, 419, 490 Microsoft Outlook importing appointments and events from, 442 importing task lists from, 35 viewing and reporting progress on assignments, xliii, Microsoft PowerPoint, xxxiv, Microsoft Project. See Microsoft Office Project 2003 Microsoft Project Plan (MPP) files, 30 Microsoft Project Task List Import Template, 269 Microsoft Project Users Group (MPUG), Microsoft Visio, Microsoft Visual Basic for Applications, about, 365, 369, 373, 379 editing macros in, xxxviii xxxix, recording macros in, xxxviii, Web site for, 484 Microsoft Word copying GIF image of Gantt chart to, generating project summary report in, xxxiv, saving data with Export Wizard to, milestones, xx, 40 41, 490 missed deadline indicator, 145, 326 month-at-a-glance calendar format, xxxviii, 354, 356 More Filters dialog box, xxxi, 208 More Groups dialog box,

8 More Tables dialog box More Tables dialog box, 211 More Views dialog box, 19, 89, 215 mouse displaying dates in timescaled views, 176 dragging vertical divider bar, 285 splitting tasks with, viewing detail for Gantt chart items, 280.mpb files, 270.mpd files, 270 MPP (Microsoft Project Plan) files, 30 MPUG (Microsoft Project Users Group), mpw files, 495 Msproject.com Web site, 484 Multiple Pages button, 229 Must Finish On constraint, 129, 144, 152 Must Start On constraint, 129 N naming macros, 365 resource pools, 394 toolbars, 375 negative slack, , 490 Network Diagram view completed tasks in, 351, 353 defined, formatting, , 356 illustrated, 19, 353 nodes, task relationships in, 44, 86 New Business template, 9, 14 New Toolbar dialog box, 375 newsgroups for Project, 484 night shift, 490 Night Shift base calendar, 68 nodes in Network Diagram view, noncritical tasks, 133, 134, 490 nonworking time illustrated in Scheduled Tasks pane, 46 reporting out-of-office time as, xliii, setting up, xx, specifying for individual workers, xxii, task duration and, 36 notes assignment, 166 resource, xxii, 69 task, xxi, types of, 48 Notes tab (Task Information dialog box), 49 O Office Assistant, 374 Office Online Web site, 483 offline practice with book tutorial, 33 OLE, , 490 One Page button, 103, 230 ongoing operations, 3, 475, 490 online project information, changing format of project Web page, copying information as GIF image, , 367 macros for automatically publishing reports, overview, 241 saving project information as Web page, xxxiv, , 253 Open dialog box, 29 Open Internet Address dialog box, 245 Open Resource Pool dialog box, 404 Open Resource Pool Information dialog box, 407 opening files of different format, xxxiv, resource pools, 404 sharer plan and updating resource pool, xli, Options dialog box, 37, 86 Organize Tasks pane, 42 Organizer, copying custom table to project plan, xxxviii, defined, 379, 490 deleting custom toolbars and maps, global templates, illustrated, 362 renaming customized elements in, 361 organizing project data, customizing tables, xxxii, , 218 customizing views, xxii, xxxii, 86 92, , 218 filtering, , 218 grouping, xxxi, 202 6, 218 sorting, , 218 outline number, 491 outlines defined, 491 enterprise resource outline codes, 429 inserted project plans as summary tasks in, 410, 411 previewing before printing, 238 printing collapsed project plan, 228 Outlook. See Microsoft Outlook Overallocated icon, 186 overallocations defined, 71, 83, 159, 174, 491 leveling resources, xxx, resolving, spotting resource, 416 viewing details in Resource Usage view, 195 overbudget resources, xxxvi, , Overbudget Resources report, 316 overhead, 317, 486 overtime effect on project scheduling, xxxvii, pay rates for, 157 Overview Reports dialog box, 99 P Page Down button, 229 Page Right button, 229 Page Setup dialog box, xxxii, 102, 222, 225 Page tab (Page Setup dialog box), 222, 227

9 Paste Special command, 256 pay rates applying at different times, xxviii, applying different rates to assignments, entering, xxii, getting accurate cost information for, 65 multiple rates for resources, xxviii, overtime rates, 157 percent work complete, xxv, permanently renumbering resources, 199, 315 PERT (Program Evaluation and Review Technique) analysis, 38 phases, xx, 41 43, 491 placeholders for resource names, 59 planning. See also project management; project plans bottom-up, 41, 486 defined, 491 top-down, 41, 495 tracking actuals and, 277 tracking vs., 107 PMBOK (A Guide to the Project Management Body of Knowledge), 475, 484 PMI (Project Management Institute), 484 portfolio management, 391 pound signs (#), 110, 386 PowerPoint, xxxiv, practice files, 34 predecessor tasks adjusting, changing relationship to start-to-start, 338 defined, 43, 491 ghost tasks, 413, 414, 416, 489 lag and lead time, xxvi, 125, 126, 152 showing external, 416 Predecessors tab (Task Information dialog box), 47 predefined reports. See also reports about, 22 listing all, 19, 227 printing and editing, xxxiii, Preview option for Open dialog box, 29 Preview Working Time portion of Project Working Times pane, 26 previewing box styles, 351 custom Gantt charts, multiple pages, 230 reports, xix, 21 23, , 238 views before printing, xxxii, 229 Print dialog box, 224 Print Preview toolbar, 229 Print Preview window, xxxiii, 229 printing, blank view or report pages, 233 custom Gantt charts, 92 modifying page legends before, previewing reports before, 238 project plans, , 228, 238 reports, , , 238 usage views, 191 views, , 238 product scope, 36, 478, 491 Professional edition. See Microsoft Office Project 2003 Professional edition Program Evaluation and Review Technique (PERT) analysis, 38 program office, 491 progress bars, 112, 491 Project. See Microsoft Office Project 2003; Microsoft Office Project 2003 Professional edition; Microsoft Office Project 2003 Server; Microsoft Office Project 2003 Standard edition; Microsoft Office Project 2003 Web Access project calendars, 26, 491 Project Center, 456, 460 Project Connections Web site, 484 Project Costs pane, 312 Project Guide. See also specific panes about, 9, 14 assigning resources, xxii, 72 project management checking project duration, xxi, constraints, xxvi, creating project plan, xx, custom, 425, 426, 427, 439 deadline dates, xxvii, 145 entering task actuals, xxv, entering tasks, xx, hiding, 20 linking tasks, xxi, nonworking days, xx, organizing tasks into phases, xx, pane in, 9, 14 printing from, 233 project tracking, 119 project viewed in Gantt chart timescale, xxi, 52 saving baseline, xxiv, 109 setting up work resources, xxi, 57 showing/hiding, 20 task notes, xxi, tracking percent work complete, xxv, viewing resource usage in, xxx, viewing task costs and overbudget tasks, xxxvi, Project Guide toolbar, 9, 14 Project Information dialog box, 51, 303, 325 project management, See also enterprise project management about, 3 4 accurate resource cost information for, 65 accurate task durations, 39 assessing project status, 118 changes to project scope, 23 collecting actuals from resources, 295 communicating with stakeholders, 221, 223 critical path concept in Project, 133, 135, 152, 486 deliverables and project scope, 36 determining level of tracking,

10 project management project management (continued) earned value analysis for, evaluating effort-driven scheduling for project, 81 evaluating task completion, managing project constraints, , , 152, options with Smart Tags, 79 PERT analysis, 38 Project as tool for, 481 project triangle, projects, resource allocation, 174 resource leveling, scheduling recurring tasks, substituting resources, xlii, task types and effort-driven scheduling, 144 techniques for reporting project status, 308 tools for aiding, 4 5 top-down and bottom-up planning, 41 Project Management Institute (PMI), 484 project plan window, 7 project plans, actual progress vs. baseline, adding to consolidated projects, 412 allocating resources for, associating risk with, xliv, changing Web page formatting, comparing baseline, interim, and actual, consolidated, copying as GIF image, xxxiii xxxiv, , 253 creating, xx, custom Gantt charts, custom tables, xxxii, , 218 custom views, xxii, xxxii, 86 92, , defined, 7, 23 designating as resource pool, 397 drawing on Gantt charts, 92 94, 104 duration of, xxi, examining project costs, xxx, filtering details of, , 218 formatting, 85 grouping project details, xxxi, 202 6, 218 linking to resource pool, xli, manually resolving overallocations, xxx, overallocating resources, 71, 83, 174 previewing before printing, 238 printing, , , 228, 233 project finish date, publishing to Project Server, xliii, resource leveling, 185, saving automatically, 26, 374 saving baseline, , , 299 saving interim, 282 saving as Web page, xxxiv, , 253 saving as workspace, 410 sorting details, , 218 summary tasks in outline, 410, 411 templates for creating, xix, xlii, 6, 8, 9, 13, tracking as scheduled, xxv, using macros stored with, 366 versions of published, 436 viewing complete, xxi, 52 Project Professional. See Microsoft Office Project 2003 Professional edition project scope. See also scope changing, 23 defined, 36, 478, 491 deliverables and, 36 Project Server Accounts dialog box, 10, 11 Project Server Security Login, 10 Project Server. See Microsoft Office Project 2003 Server Project Standard. See Microsoft Office Project 2003 Standard edition Project Statistics dialog box, 52, 194, 303, 309, 325 project status reports, evaluating task completion with, examining resource costs, examining task costs, identifying delayed tasks, xxxv xxxvi, stoplight view, project summary report, project summary task, xxx, , 491. See also summary tasks Project Templates tab (Templates dialog box), 8, 13 project triangle, See also costs; duration; scope costs, defined, 323, 491 illustrated, 476 managing project variances, 323, 339, scope, 323, 478 time, 477 Project Web Access. See Microsoft Office Project 2003 Web Access Project Web Access Appointment dialog box, 450 Project Web Access tab (Options dialog box), 446 Project Working Times pane, projects. See also project plans consolidated, xli xlii, , 416, 486 creating dependencies between, xlii, defined, , 491 deliverables, 36, 476, 487 ongoing operations vs., 3 risks and inaccurate task duration estimates, 39 properties for Project files, xx, 29.Published suffix, 436, 438

11 publishing project plans, xliii, See also online project information R RBS (resource breakdown structure), 429, 431 Record Macro dialog box, 366 recording macros, xxxviii, recurring tasks, xxviii, , 492 Relationship Diagram view, 228 relationships, 44, 492. See also task relationships remaining costs, 191 Remove button, 75 removing deadlines from tasks, 147 filters, xxxi, 210 text formatting, 98 replacing resources for cost reductions, xxxvii, reports communicating with stakeholders via, 223 customizing headers and footers, xxiv, defined, 21, 30, 492 editing Task, 236 inserting logos on, 103 macros for publishing, Overbudget Resources, 316 predefined, 22 previewing, xix, 21 23, , 238 printing, xxxiii, 85, , project summary, setting page options for, xxxii, stoplight view, , viewing multiple pages, Reports dialog box, 2, 99, 234 rescheduling duration, incomplete work, xxxv, split tasks and, 296, 298 resizing row height, 217 Resource Allocation view, 181 resource breakdown structure (RBS), 429, 431 resource calendars. See also calendars adjusting, defined, 492 importing Outlook appointments and events for, 442 resource costs, working with, 316 Resource Form, 399 Resource Graph view, 180, 185 Resource Information dialog box, 60 61, 68, 157, resource leveling defined, , 492 exercise in, slack, 187 split tasks and, 137 Resource Leveling dialog box, 185, resource manager, 492 resource notes, xxii, 69 resource outline codes, 429 resource pools, 63, See also sharer plans about, , 416 advantages of, 393 clearing assignments for deleted sharer plans, 409 creating, xl, defined, 392, 492 designating project plans as, 397 editing calendars in, 416 enterprise, 424 linking project plans to, xli, naming, 394 options for opening, 404 saving changes to resource details, 408 updating, xl xli, , 403, viewing assignment details in, xl, Resource Sheet view, 16, , 201, 332, 394 Resource Substitution Wizard, xlii, , 439 Resource Usage view, 16, 175, 179, 195, 428 resources, See also generic resources; material resources; resource pools; work resources resources adjusting resource calendar, allocating tasks to category of workers, 59 allocating throughout project, applying different cost rates for, xxix, , 170 applying pay rates at different times, xxviii, assigning material resources to tasks, collecting actuals from, 295 comparing work and materials, 63 consumption rates for material, xxix, creating, 61 creating issues, xliv, customizing availability of, xxviii xxix, , 167, 170 defined, 475, 492 delaying start of assignments, xxix, , 170 displaying overbudget, xxxvi, , editing assignments, entering pay rates for, xxii, equipment, evaluating costs, fully allocated, 173, 392, 488 getting accurate cost information for, 65 grades of, 480 grouping data about, xxxi, 202 6, 218 handling actuals submitted from, xliv, importing information from address book, 57 leveling overallocated, xxx, manually resolving overallocations, xxx, material, xxi xxii, 62 63, 69 maximum units, 58 60, 61 62, 174, 195 multiple pay rates for, xxviii, notes for, xxii, 69 overallocating, 71, 83, 174 overview,

12 resources resources (continued) permanently renumbering, 199, 315 replacing, xxxvii, , setting up sharer plans for, shortening assignments for, sorting, xxxvi, staffing enterprise project with, underallocated, 173, 392, 495 updating task status without updating, 295 work, xxi, risks, 39 associating with project plan, xliv, defined, 464, 492 issues vs., 464, 472 types of associations for, 464, 472 viewing status and owner, 466 rolling down values, 283, 299 rolling up baselines, 281 project information, 409 values, 283 running macros, xxxviii, S Save Baseline dialog box, Save preview picture check box (Properties dialog box), 29 Save to Project Server dialog box, 437 saving automatic saving, 26, 374 baselines, xxiv, , 119, , 299 changes to resource details, 408 file formats from Project, xxxv, , 275 interim project plans, 282 project data in HTML, 247 project information as Web page, , 253 project snapshot as GIF file, xxxiii xxxiv, schedule indicators in earned value analysis, xxxix, , 388 schedule performance index (SPI), 385 schedule variance (SV) defined, 321, 384, 494 viewing, xxxvi, scheduled costs, Scheduled Tasks pane, 45, 46 scheduling. See also effort-driven scheduling overtime, xxxvii, project from finish date, 193 troubleshooting problems in, scheduling engine, 129, 152 scheduling formula, 76, , 492 scope defined, 492 deliverables and project, 36 product scope, 36, 478, 491 project, 23, 36, 478, 491 project triangle model and, 323, 478 reducing variances and, relationship to time and costs, scope creep, 480 ScreenTips defined, 492 displaying day s date on timescale, 292, 299 information on split tasks, 136 project status for stoplight view, 458 task notes as, 50 viewing detail for Gantt chart items, 280 Search for Help box, 7 security level settings and macros, 368 selecting check boxes, 188 semi-flexible constraints defined, 128, 129, 130, 493 negative slack, , 490 sequence, 43, 493 Set a date to schedule from (Task pane), 25 SF (start-to-finish) tasks, 44 Share Resources dialog box, 395 sharer plans base calendars and, xli, 402 clearing assignments for deleted, 409 defined, 493 illustrated, 392 linking to resource pool, making date changes in all linked, 403 updating assignments in, 399 updating resource pool and, xli, 403, sharing project information, Analyze Timescaled Data Wizard, copying and pasting, , 275 file format compatibility, 271 generating project summary report, importing files to Project, , 275 macros for automatically publishing reports, online project publishing, 241 overview, 255 publishing plans to Project Server, xliii, saving file formats from Project, xxxv, , 275 saving information as Web pages, xxxiv, , 253 shortcut menu, 244, 493 Show Subtasks button, 311 Show/Hide Project Guide button, 20, 82 slack critical path and zero, 135 deadline dates and, 145, 147 defined, 493 free, 133, 134, 135, 488 negative, resource leveling and, 187 total, 133, 495 Slipped/Late Progress filter, 302 Slipping Tasks filter, xxxvi, 302, Smart Tag Actions button, 78 Smart Tags controlling additional assignments, xxiii, defined, 83

13 editing resource assignments, , 195 soft finish dates, 192 Sort dialog box, 199, 201 sorting by fields, 200 cost variance, xxxvi, data in view, xxxi, defined, 493 overview, , 218 resource list by cost, resources, xxxvi, source programs defined, 255, 493 setting up import/export maps for, 265 Specify Resources pane, 57 SPI (schedule performance index), 385, 493 split, 493 Split in-progress tasks check box (Options dialog box), 298 Split Task mouse pointer, 136 split tasks rejoining segments of, 138 rescheduling work and, 296, 298 resource leveling and, 188 setting up, time increments for, 137 sponsors, 65, 100, 107, 324, 493 Spreadsheet Solutions tab (Templates dialog box), 269 SS (start-to-start) tasks changing critical path task relationships to, 338 defined, 44, 123 entering lead times with, 128 stakeholders defined, 493 displaying details from multi-project view, xliv, organizing data for review by, 197 printing project plans for, 221 publishing plan to Project Server for, xliii, reporting project status to, 223, 302 Standard base calendar, 66, 67, 493 Standard edition. See Microsoft Office Project 2003 Standard edition start dates, xxv, Start No Earlier Than constraint, 129, 130, starting Professional edition, xix, Standard edition, xix, 6 9 start-to-finish (SF) tasks, 44 start-to-start (SS) tasks, 44, 123, 124 statistics, 100 status date defined, 493 scheduling around, 298 setting, xxxix, 382, 383 stoplight view, , Store macro in box (Record Macro dialog box), 366 styles for text, 96 subprojects, 409 subtasks, 41 hiding, 175, 310 printing reports with collapsed, 234 reducing duration of, , 329 showing, 311 successor tasks creating negative slack in, , 490 defined, 43, 493 entering lag and lead time for, xxvi, 126 summary recurring tasks, 150 Summary table, 199, 200 summary tasks controlling effect of baseline updates on, 281 creating, defined, 41, 53, 494 displaying only, 310 earned value indicators for, 384 formatting, 97 illustrated, 42 inserted project plans appear in outline as, 410, 411 linking, 47 printing collapsing outline of, 228, 234 Summary view, 456 SV%, 384, 494 SV. See schedule variance switching views, xix, T Task Information dialog box Table Definition in dialog box, tables changing content or order of information in view, 202 copying and pasting portions of, 242, 275 Cost, 310, 314, 320 cost rate, 155, 486 customizing, xxxii, , 218 defined, 494 displaying Variance, xxiv, 110, 307 Earned Value Schedule Indicators, editing report format, 236 Entry, 488 Gantt chart, 86 pasting text into Project, xxxiv, 256 sharing custom tables between projects, xxxviii, widening columns of, 110 Work, 284 tabs in Bar Styles dialog box, 347 task bars, 304, 305 task calendars applying, xxvii, 140 creating custom task, , 152 defined, 494 Task Entry view, 20 Task Form view, 228 task ID defined, 494 dragging to resize row height, 217 Task Information button, 46, 140, 329 Task Information dialog box changing earned value calculation in, 388 documenting tasks in, entering lag or lead time in, 125 illustrated, 47 marking tasks as milestones in,

14 Task Mapping page Task Mapping page (Import Wizard), task notes, xxi, Task Notes button, 49 task priority, 494 task relationships adjusting, xxvi, appearance in views, 44, 86 defined, 44 effect of lead and lag time on, , 152 Network Diagram view and, 351, 356 setting up predecessors, Task Report dialog box, 236 Task Sheet view, xxiv, 110, 306, 307 task types defined, 494 fixed, , 144, 152 Task Usage view, 17, 283, 316 tasks, 32 53, See also duration; task relationships; tracking actual progress vs. baseline plans, adjusting individual s working time, , 152 allocating, 59 assigning resources to, xxii, 72 75, changing task types, xxvii, compressing duration, constraints on, , 152 creating links between, critical, 335 critical path, xxvi, , 152 deadline dates for, defined, 494 delayed, xxxv xxxvi, delaying assignment start, , 170 developing list of, 53 displaying baseline costs, 310 documenting, dragging task ID to resize row height, 217 duration of, xx, 36 39, earned value indicators for, 384 effect of resource leveling on, 184 effort-driven scheduling, elapsed duration, 37, 487 entering, xx, evaluating completion of, examining costs of, filtering, , 218 fixed costs for, xxvii, Gantt chart representations of, 34, 44 ghost, 413, 414, 416, 489 graphical indicators, 319, 321 importing, 35 inserting gridlines between, xxxvii, 349 interrupting work on, xxvi, lead and lag time effect on relationships, xxvi, , 152 linking, xxi, manually entering actual values for, 294 milestones, xx, 40 41, 490 Network Diagram view of completed, 351, 353 organizing into phases, xx, overview, 33, 53 project summary, xxx, , 491 recurring, xxviii, , 492 relationships between, xxvi, 44, 53, removing deadlines from, 147 rescheduling incomplete, xxxv, rolled up/down values, 283 rolling down to assignments, 299 shortening duration, summary, 41 43, 47, 53 task types and effort-driven scheduling, 144 tracking actuals for, xxv, xxxv, , 119, Tracking Gantt view of, 280 tracking timephased actual work, , updating baselines for, xxxv, 279 variances in, viewing and approving, 452, 454 working assignments in Outlook, xliii, Tasks Center, , 460 Tasks pane, 7, 24, 34 Tasks Tracking view, 460 TCPI (to complete performance index), 387, 494 templates. See also enterprise templates; global templates creating project plan from, xix, 6, 8, 9, 13 defined, 6, 10, 494 enterprise, , 439 global, HTML, , 489 installation of, 9, 14 Microsoft Project Task List Import Template, 269 selecting data, 352 Templates dialog box, 8, 13, 269 text adding styles to, 96 formatting in views, xxiv, pasting into Project tables, xxxiv, 256 removing formatting, 98 Text Box button, 93 text box on Gantt charts, xxiv, 92 94, 104 Text Styles dialog box, xxiv, 94, 96, 98 Text tab (Bar Styles dialog box), 347 time. See also duration; nonworking time; timescales constraint start and end, 132 defined, 494 lag and lead, xxvi, 125, 126, 152 setting nonworking, xx, timephased cost values, 316 timephased fields, 108 9, 494 timephased tasks, 273 tracking timephased actuals, 277, , troubleshooting variances, Timescale dialog box, Timescale options (Print dialog box), 224 timescaled bar charts. See Gantt charts timescales. See also time defined, 495 displaying dates in, 176 increments on, 292, 299

15 printing, 228 in Task Usage view, 17 viewing entire project in, xxi, 52 Timesheet view, 444 to complete performance index (TCPI), 387, 494 Toolbar Options down arrow, 7, 12 toolbars assigning macro command to, xxxix, changing button image on, xxxix, creating, customizing, xxxix, deleting, displaying all buttons on, 7 docked or floating, 375 illustrated, 7 Print Preview, 229 Project Guide, 9 using, 7 Toolbars shortcut menu, 244 Toolbars tab (Customize dialog box), 374 top-down planning, 41, 495 total slack, 133, 495 tracking, , actual values for tasks, xxv, xxxv, , 119, actual work through Project Web Access, xliii, defined, 107, 277, 495 entering actual cost values manually, 290 evaluating project status, 118, 119 percent work complete, xxv, projects as scheduled, xxv, purpose of, remaining task values, rescheduling incomplete work, saving project baseline, , 119, , 299 timephased actuals, , , updating baseline, , 299 Tracking Gantt view about, delayed tasks in, 302 viewing task status in, Tracking tab (Assignment Information dialog box), 289 trigger, 464 Type a question for help box, 8 U unassigned resources, 176 underallocated resources, 173, 392, 495 underscore (_), 365 Undo Assignment command, 74 undoing assignments, units assigning resource, 72 defined, 495 equipment resource allocation, fixed, 140, 152, 488 maximum, 174, 194 overallocating resource, 159 rescheduling and changing values of, as scheduling formula component, 76 work resource allocation, Unlink Tasks button, 46 Update Project dialog box, xxv, 111, 297 Update Resource Pool command, 406 Update Tasks dialog box, xxv, Updates Center, 452, 454, 460 updating assignments in sharer plans, 399 baselines, , 299 baselines for tasks, xxxv, 279 resource pool, xl xli, , 403, sharer plans and resource pools, 403 working times in resource pool, uploading documents, xlv, user Home page, 442 V viewing VAC (variance at completion), 387, 495 vacations, variable consumption rates, 167 variable resource availability, xxviii xxix, , 167, 170 Variance column, 311 Variance table delayed tasks in, 302 displaying, xxiv, 110, 307 variances. See also managing project variances defined, 277, 302, 495 displaying cost, xxxvi, identifying schedule, 321 managing project, reducing cost and resource, , 339 reducing subtask duration, , 329 sorting resource list by cost, spotting task, stoplight view, 300, , variance at completion, 387, 495 VBA. See Microsoft Visual Basic for Applications versions of published project plans, 436 vertical divider pointer, 285 View Definition dialog box, 88, 216, 344 View Options area (Project Web Access), 453 View tab (Page Setup dialog box), xxxii, 222, viewing. See also views assignment details in resource pools, xl, constraint details in ScreenTip, 132 cost variances, xxxvi, critical path, xxvi, , 152 critical tasks, 335 entire project in timescale, xxi,