Overview
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Learn more advanced techniques for working with Microsoft Project 2010 and 2013, from reassigning resources and managing costs to customizing fields and reports.
Syllabus
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Introduction
- Welcome
- What you should know before watching this course
- Using the exercise files
- File opening and saving shortcuts
- Saving project files in a specific format and location
- Understanding duration, work, and units
- Recalculating duration, work, and units for assignment changes
- Keeping task duration fixed
- Maintaining total task work
- Changing resource allocations to a task
- Adding and removing resources from a task
- Replacing resources on a task
- Changing multiple assignments on the same task
- Defining part-time resources using Max Units
- Defining part-time resources using resource calendars
- Scheduling a task to override resource calendars
- Editing in-progress task assignments
- Fine-tuning work resource costs
- Setting cost rates that change over time
- Defining time-based material costs
- Accounting for overtime costs
- Editing resource costs manually
- Updating actual cost for cost resources
- Setting up a project to track earned value
- Understanding earned value analysis
- Reviewing earned value with a visual report
- Hyperlinking in Project
- Copying data from other programs into Project
- 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
- Understanding custom fields
- Naming a custom field
- Creating a formula to calculate field values
- Calculating formula values for summary tasks
- Displaying field values graphically
- Creating a lookup table of valid values
- Formatting task bars based on custom field values
- Creating a custom graphical report from an existing report
- Customizing the fields displayed in a graphical report
- Filtering and grouping results in a graphical report
- Customizing a chart in a graphical report
- Customizing a table in a graphical report
- Customizing a text box in a graphical report
- Arranging graphical report components
- Choosing the fields displayed in a visual report
- Filtering values in a visual report
- Categorizing results in a visual report
- Expanding and collapsing results
- Formatting the chart in a visual report
- Creating a custom visual report template
- Saving project options for individual projects
- Understanding the Project Organizer
- Saving customized and new elements
- Copying customized elements to your Project global template
- Copying customized elements between files
- Creating a resource pool to share resources
- Using shared resources on a project
- Opening and saving a project file with shared resources
- Editing resource information in a resource pool
- Creating a master project
- Inserting subprojects into a Project file
- Linking tasks in different projects
- Goodbye
