THÔNG TIN TÀI LIỆU
by Nancy Muir
Microsoft
®
Office
Project 2007
FOR
DUMmIES
‰
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Microsoft
®
Project 2007 For Dummies
®
Published by
Wiley Publishing, Inc.
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Hoboken, NJ 07030-5774
www.wiley.com
Copyright © 2007 by Wiley Publishing, Inc., Indianapolis, Indiana
Published by Wiley Publishing, Inc., Indianapolis, Indiana
Published simultaneously in Canada
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Library of Congress Control Number: 2006934842
ISBN-10: 0-470-03651-6
ISBN-13: 978-0-470-03651-8
Manufactured in the United States of America
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About the Author
Nancy Muir has written dozens of books on topics ranging from desktop
applications, project management, and distance learning, to an award-
winning book on character education for middle-schoolers. Prior to her
freelance writing career, Nancy taught workshops in project management
to Fortune 500 companies and was a manager in both the computer and
publishing industries. She lives in the Pacific Northwest with her husband
Earl, with whom she has collaborated on three books, including Electronics
Projects For Dummies.
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Dedication
To Earl for putting up with my hectic book schedule in our first year of mar-
riage. You’re the best! That long-promised cutting back on work time is
almost here, my love.
Author’s Acknowledgments
First, many thanks to my friend Elaine Marmel, author of the Microsoft
Project Bible from Wiley. Her advice and insight into the workings of Project
always help me see the forest for the trees. Did the chocolate arrive okay,
Elaine?
Second I thank the folks at Wiley, including Kyle Looper, my able acquisitions
editor, and Blair Pottenger, the book’s project editor who was incredibly
supportive and patient and helped me hold all the pieces together. Thanks
also to development editor Linda Morris, copy editors Teresa Artman and
Becky Whitney, and technical editor Jennifer Pendleton for keeping the prose
accurate and intelligible.
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Publisher’s Acknowledgments
We’re proud of this book; please send us your comments through our online registration form
located at
www.dummies.com/register/.
Some of the people who helped bring this book to market include the following:
Acquisitions, Editorial, and
Media Development
Project Editor: Blair J. Pottenger
Development Editor: Linda Morris
Acquisitions Editor: Kyle Looper
Senior Copy Editor: Teresa Artman
Copy Editor: Becky Whitney
Technical Editor: Jennifer Pendleton
Editorial Manager: Kevin Kirschner
Media Development Specialist: Steven Kudirka
Media Project Supervisor: Laura Moss
Media Development Manager:
Laura VanWinkle
Editorial Assistant: Amanda Foxworth
Senior Editorial Assistant: Cherie Case
Cartoons: Rich Tennant (www.the5thwave.com)
Composition Services
Project Coordinator: Ryan Steffen
Layout and Graphics: Carl Byers, Denny Hager,
Stephanie D. Jumper, Barry Offringa,
Lynsey Osborn, Alicia South
Proofreaders: Jessica Kramer, Techbooks
Indexer: Techbooks
Anniversary Logo Design: Richard Pacifico
Special Help
Jodi Jensen
Publishing and Editorial for Technology Dummies
Richard Swadley,
Vice President and Executive Group Publisher
Andy Cummings, Vice President and Publisher
Mary Bednarek, Executive Acquisitions Director
Mary C. Corder, Editorial Director
Publishing for Consumer Dummies
Diane Graves Steele,
Vice President and Publisher
Joyce Pepple, Acquisitions Director
Composition Services
Gerry Fahey,
Vice President of Production Services
Debbie Stailey, Director of Composition Services
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Contents at a Glance
Introduction 1
Part I: Setting the Stage for Project 7
Chapter 1: Project Management: What Is It, and Why Should You Care? 9
Chapter 2: The Best-Laid Plans 35
Chapter 3: Mark It on Your Calendar 51
Chapter 4: A Tisket, a Task Kit 69
Chapter 5: Getting Your Outline in Line 93
Chapter 6: Timing Is Everything 113
Part II: People Who Need People 127
Chapter 7: Using Your Natural Resources 129
Chapter 8: What’s All This Gonna Cost? 147
Chapter 9: Assigning Resources to Get Things Done 161
Part III: Well, It Looks Good on Paper 177
Chapter 10: Fine-Tuning Your Plan 179
Chapter 11: Making Your Project Look Good 203
Part IV: Avoiding Disaster: Staying On Track 215
Chapter 12: It All Begins with a Baseline 217
Chapter 13: On the Right Track 227
Chapter 14: A Project with a View: Observing Progress 249
Chapter 15: You’re Behind: Now What? 263
Chapter 16: Spreading the News: Reporting 279
Chapter 17: Getting Better All the Time 303
Part V: Working with Enterprise Projects 317
Chapter 18: Project Web Access for the Project Manager 319
Chapter 19: Project Web Access for the End User 335
Part VI: The Part of Tens 345
Chapter 20: Ten Golden Rules of Project Management 347
Chapter 21: Ten Project Management Software Products to Explore 357
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Part VII: Appendixes 363
Appendix A: On the CD 365
Appendix B: Glossary 371
Index 379
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Table of Contents
Introduction 1
About This Book 1
Foolish Assumptions 1
Conventions Used in This Book 2
How This Book Is Organized 2
Part I: Setting the Stage for Project 2
Part II: People Who Need People 3
Part III: Well, It Looks Good on Paper 3
Part IV: Avoiding Disaster: Staying on Track 3
Part V: Working with Enterprise Projects 3
Part VI: The Part of Tens 4
Part VII: Appendixes 4
What You’re Not to Read 4
Icons Used in This Book 4
Where to Go from Here 5
Part I: Setting the Stage for Project 7
Chapter 1: Project Management: What Is It,
and Why Should You Care? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9
The ABCs of Project Management 10
The three Ts: Tasks, timing, and dependencies
(well, two Ts and a D) 10
Lining up your resources 14
Spreading the news 16
Planning to keep things on track 17
The Role of the Project Manager 18
What exactly does a project manager do? 18
Understanding the dreaded triple constraint 19
Applying tried-and-true methodologies 19
From To-Do List to Hard Drive 22
Getting up to speed with Project 22
Collaborating with your project team online 23
Getting Started 23
Getting going with help from Project Guide 24
Starting from scratch 25
Starting with templates 30
Saving a Project for Posterity 32
Getting Help from Project 32
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Chapter 2: The Best-Laid Plans . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35
Navigating Project 35
Changing views 35
Scrolling around 37
Getting to a specific spot in your plan 39
A Project with a View 39
Home base: Gantt Chart view 40
Going with the flow: Network Diagram view 41
Calling up Calendar view 42
Customizing Views 43
Working with view panes 44
Modifying the contents of the Network Diagram boxes 48
Chapter 3: Mark It on Your Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . .51
Mastering Base, Project, Resource, and Task Calendars 52
How calendars work 52
How one calendar relates to another 54
Calendar Options and Working Times 54
Setting calendar options 55
Setting exceptions to working times 57
Setting the Project calendar 58
Using Project Guide to Make Calendar Settings 60
Modifying Task Calendars 62
Making Resource Calendar Settings 63
Which resources get calendars? 63
Making the change to a resource’s calendar 63
Do It Yourself: Creating a Custom Calendar Template 65
Sharing Copies of Calendars 67
Chapter 4: A Tisket, a Task Kit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .69
Tackling Your First Task 69
Identifying what makes up a task 70
Creating a task 71
You’re in It for the Duration 78
Tasks come in all flavors: Identifying task type 78
Setting task duration 80
Setting tasks with no duration: Milestones 81
Showing up again and again: Recurring tasks 81
Starting and Pausing Tasks 83
Entering the task start date 84
Taking a break: Splitting tasks 84
It’s Such an Effort: Effort-Driven Tasks 85
Constraints You Can Live With 86
Understanding how constraints work 86
Establishing constraints 87
Setting a deadline 88
Microsoft Project 2007 For Dummies
x
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Making a Task Note 88
Saving Your Project — and Your Tasks 89
Task Information in Action: Planning Your Next Space Launch 91
Chapter 5: Getting Your Outline in Line . . . . . . . . . . . . . . . . . . . . . . . . . .93
Summary Tasks and Subtasks 93
Project phases 94
How many levels can you go? 95
The One-and-Only Project Summary Task 95
Structuring the Project’s Outline 97
Everything but the kitchen sink: What to include 98
Building the outline 100
Moving Tasks All around Your Outline 101
The outdent-and-indent shuffle 101
Moving tasks up and down 102
Now You See It, Now You Don’t: Collapsing and Expanding Tasks 104
Cracking the WBS Code 107
Displaying a WBS code 108
Customizing the code 109
Chapter 6: Timing Is Everything . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .113
How Tasks Become Codependent 114
Dependent tasks: Which comes first? 114
Dependency types 115
Allowing for Murphy’s Law: Lag and lead time 118
Making the Dependency Connection 118
Adding the missing (dependency) link 119
Extending your reach with external dependencies 121
Understanding that things change: Deleting dependencies 122
Just Look at All These Task Dependencies! 124
Part II: People Who Need People 127
Chapter 7: Using Your Natural Resources . . . . . . . . . . . . . . . . . . . . . . .129
Resources: People, Places, and Things 130
Becoming Resource-full 130
Understanding resources 131
Resource types: Work, material, and cost 133
How resources affect task timing 134
Estimating resource requirements 135
Committed versus proposed resources 135
The Birth of a Resource 136
Creating one at a time 136
Identifying resources before you know their names 137
Resources that hang out in groups 138
xi
Table of Contents
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[...]... the project management school of hard knocks and jump into the world of Microsoft Office Project 2007 When you do, you’ll be rewarded with a wealth of tools and information that help you to manage your projects much more efficiently Here’s where you step out of the world of cave-dweller project management and into the brave, new world of Microsoft Office Project 2007 5 6 Microsoft Project 2007 For Dummies. .. how to use them In Microsoft Office Project 2007 For Dummies, my goal is to help you explore all that Project offers, providing information on relevant project management concepts while also offering specific procedures to build and track your Project plans But more importantly, I offer advice on how to make all these features and procedures mesh with what you already know as a project manager to make... to help you begin to use Microsoft Office Project 2007 to plan, build, and track progress on projects, keeping in mind tried-and-true project management practices and principles I divided the book into logical parts that follow the process of building and tracking a typical project plan Part I: Setting the Stage for Project Part I explains what Project 2007 can do for you as well as what types of input... .310 Customizing Project Guide 314 Part V: Working with Enterprise Projects 317 Chapter 18: Project Web Access for the Project Manager 319 Figuring Out Whether Project Web Access Is for You .320 Getting a Handle on What You Can Do with Project Web Access 322 Planning to Use Project Server and Project Web Access 323 Get a team together 323 Gather information ... when you’re using Project for the first time (or the fifth time, for that matter) The second offers a look at some add-on products and complementary software products that bring even more functionality to Microsoft Office Project Part VII: Appendixes This book is accompanied by a handy CD filled with project management goodies, including project management add-on software and Microsoft Project templates... This part shows you the basics of what Project Server can do, and how to use Project Web Access from both the manager and users’ perspective 3 4 Microsoft Project 2007 For Dummies Part VI: The Part of Tens Ten seems to be a handy number of items for humans to put into lists, so this part gives you two such lists: Ten Golden Rules of Project Management and Ten Project Management Software Products to... traditional project management makes the move to software ᮣ Understanding what elements of a project are managed in Project ᮣ Understanding the project manager’s role ᮣ Exploring the role of the Internet in project management ᮣ Getting started using Project Guide ᮣ Using a template to start a new project ᮣ Saving a project file ᮣ Finding help in Project W elcome to the world of computerized project management... keyboard, software menus, 2 Microsoft Project 2007 For Dummies and toolbars I assume you know how to use most common Windows functions (such as the Clipboard) as well as many basic software functions (such as selecting text and dragging and dropping things with your mouse) I do not assume that you’ve used Project or any other project management software before If you’re new to Project, you’ll find what... from your projects to make better planning choices going forward Part V: Working with Enterprise Projects With all that Project Professional has to offer the enterprise via its Project Server and Project Web Access functionalities and SharePoint online services, you can share documents online with your project team, have your human resources report their work time, and even integrate Project information... 10 Part I: Setting the Stage for Project The ABCs of Project Management You probably handle projects day in and day out Some are obvious, because your boss named them so that any fool would know that they’re projects: the Acme Drilling Project or the Network Expansion IT Project, for example Others are less obvious, such as that speech thing you have to do on Saturday for your professional association . by Nancy Muir Microsoft ® Office Project 2007 FOR DUMmIES ‰ 01_036516 ffirs.qxp 11/20/06 1:37 PM Page i Microsoft ® Project 2007 For Dummies ® Published by Wiley Publishing,. Wiley, the Wiley Publishing logo, For Dummies, the Dummies Man logo, A Reference for the Rest of Us!, The Dummies Way, Dummies Daily, The Fun and Easy Way, Dummies. com, and related trade dress. Enterprise Projects 317 Chapter 18: Project Web Access for the Project Manager 319 Chapter 19: Project Web Access for the End User 335 Part VI: The Part of Tens 345 Chapter 20: Ten Golden Rules of Project
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