List of Figures

Chapter 1: Introducing 2003Microsoft Project

Figure 1-1: Use Microsoft Project as your database of project management information.

Figure 1-2: Develop and execute single or multiple project plans with Microsoft Project Standard.

Figure 1-3: Using Microsoft Project Professional, Microsoft Project Server, and Microsoft Project Web Access, you and your team members can communicate and update project information electronically .

Figure 1-4: Develop and execute project plans across an enterprise with Microsoft Project Professional.

Figure 1-5: Use the Copy Picture To Office Wizard to take a snapshot of a Project view for use in a Microsoft Office application.

Figure 1-6: You can now use links and controls on the Project Guide to help you set up your views and reports .

Figure 1-7: COM add-ins are now automatically installed with Microsoft Project.

Figure 1-8: You can exchange basic task information using e-mail workgroup collaboration.

Figure 1-9: The Project Help pane is the new environment for local and Web Help resources.

Figure 1-10: Specify whether a project manager has the permission to save baselines.

Figure 1-11: Control project documents in the Document Library in Project Web Access.

Figure 1-12: Resource managers working in Project Web Access can find resources who have the appropriate skills and availability for the project.

Figure 1-13: The project administrator sets whether non-current timesheet periods are to be locked.

Figure 1-14: With Office Online, you can easily connect to Web sources for Project assistance.

Figure 1-15: Find spotlighted features, downloadable templates, and user assistance from Microsoft Office Online on the Web.

Figure 1-16: Press F1 to open the Project Help pane with its Office Online links.

Figure 1-17: The Project Guide is on the left side of the screen.

Figure 1-18: Start creating your plan with the Define The Project Wizard.

Figure 1-19: The Search Results pane remains in the task pane, whereas the Help pane on the right displays the selected topic.

Figure 1-20: Use the Help Table Of Contents to browse through a logical sequence of related Help topics.

Figure 1-21: Click a field's ToolTip to launch the field's reference topic.

Figure 1-22: Use the Project Assistance page to browse through articles about various aspects of Microsoft Project.

Figure 1-23: The Project newsgroups represent a community of Project users and experts who ask and answer questions.

Figure 1-24: Templates marked with the Microsoft Project logo can be downloaded and instantly deployed in Microsoft Project on your desktop.

Figure 1-25: Use the Service Options dialog box to set your assistance options, as well as your customer feedback preferences.

Figure 1-26: A Smart Tag is first marked with a triangle marker in the affected cell . When you move your mouse pointer over the marker, the Smart Tag indicator appears. Click the indicator, and the options appear.

Chapter 2: Understanding Project Projects and Management

Figure 2-1: The project triangle is an effective model for thinking about your project's priorities.

Figure 2-2: The project plan helps you manage your project.

Figure 2-3: Model your project's reality.

Chapter 3: Starting a New Project

Figure 3-1: A blank project file appears in Microsoft Project.

Figure 3-2: The Project Templates tab lists all templates provided with Microsoft Project.

Figure 3-3: A new project file is created based on the chosen template.

Figure 3-4: Use the Project Information dialog box to specify settings for the entire project.

Figure 3-5: Use the Change Working Time dialog box to modify a base calendar.

Figure 3-6: You can create a new base calendar from scratch or adapt it from an existing one.

Figure 3-7: Use the project summary task to attach or link planning documents.

Figure 3-8: The selected document will be embedded in your project plan.

Figure 3-9: Double-clicking the icon opens it in its originating application.

Figure 3-10: When you store something in a Notes tab, the Notes indicator appears in the corresponding row of the Gantt Chart.

Figure 3-11: The path and name of the selected document appear in the Address box.

Figure 3-12: Share the Excel Task List template with your team to help build your project plan.

Figure 3-13: Specify the name and scheduling details of your recurring task.

Figure 3-14: Copy tasks using the fill handle.

Figure 3-15: Copy multiple task names at once to save yourself some keyboard entry.

Figure 3-16: Copy multiple tasks along with all their associated information.

Figure 3-17: Click the down arrow next to the Delete indicator to choose what you want to delete.

Figure 3-18: Use summary tasks and subtasks to combine related tasks into manageable chunks .

Figure 3-19: The outline number specifies the task's position in your project plan's task outline hierarchy.

Figure 3-20: Define your organization's WBS code format.

Figure 3-21: Your newly defined WBS codes replace the default WBS codes derived from the outline numbers .

Figure 3-22: The Visio WBS Chart Wizard consists of three steps.

Figure 3-23: Specify which tasks and information you want the Visio WBS chart to include.

Figure 3-24: Click OK to add the Include In WBS Chart field to the current task sheet.

Chapter 4: Viewing Project Information

Figure 4-1: Each task represents a single record in your project database, with all associated information represented by individual fields.

Figure 4-2: The More Views dialog box lists all available views in alphabetical order.

Figure 4-3: The View bar lists icons for the same views shown in the View menu.

Figure 4-4: A Gantt chart shows task information in the sheet portion of the view; the corresponding bar graph shows the task's duration, start and finish dates, and task relationships.

Figure 4-5: A PERT analysis view does not become available in the More Views dialog box until you select it on the PERT Analysis toolbar.

Figure 4-6: You can enter, edit, and review tasks and their dependencies in the Network Diagram view.

Figure 4-7: You can use the Resource Graph to review resource allocation levels.

Figure 4-8: In the Calendar view, you can quickly see which tasks are scheduled on particular days, weeks, or months.

Figure 4-9: Use the Task Sheet to enter tasks and durations, and to review calculated start and finish dates.

Figure 4-10: Display the Task Usage view to review assignments by task.

Figure 4-11: In the Resource Usage view, each resource is listed with its assigned tasks.

Figure 4-12: In the Task Usage view, each task is listed with its assigned resources.

Figure 4-13: This Task Form shows fundamental information about the task, along with information about assigned resources and predecessor tasks.

Figure 4-14: When you click a task in the upper Gantt Chart portion of the Task Entry view, the task, assignment, and predecessor information for that selected task appear in the lower Task Form portion of the view.

Figure 4-15: You can zoom your timescales up or down while you're working.

Figure 4-16: The More Tables dialog box contains the full list of built-in tables.

Figure 4-17: You can also open the Column Definition dialog box by clicking a column heading and then pressing the Insert key.

Figure 4-18: The Fields Reference Help topics each contains comprehensive information about the field.

Figure 4-19: Use the Sort dialog box to choose the fields you want to sort by.

Figure 4-20: Groups graphically separate categories of information in a view.

Figure 4-21: Nodes are collected and rearranged when you group them by a particular category.

Figure 4-22: The More Filters dialog box lists all built-in filters.

Figure 4-23: Clicking Arrange All makes all open projects visible.

Figure 4-24: You can independently scroll or change views in the two tiled project windows .

Chapter 5: Scheduling Tasks

Figure 5-1: Your project schedule displays all tasks starting on the project start date, each with an estimated duration of1day.

Figure 5-2: Confirmed as well as estimated durations are drawn with the Gantt bars.

Figure 5-3: Regular durations are scheduled according to applied working times calendars, whereas elapsed durations are based on 24 hours per day,7days per week.

Figure 5-4: On the Calendar options tab, you can specify the details of your working time units, including the hours, days, and weeks.

Figure 5-5: Use the PERT Entry Sheet to specify the optimistic, expected, and pessimistic durations for each task.

Figure 5-6: The recalculated durations based on the PERT analysis replace the values in the Duration field for each task.

Figure 5-7: The Optimistic Gantt shows the optimistic durations for the PERT Analysis.

Figure 5-8: Use the Set PERT Weights dialog box to change the weighting of optimistic, expected, and pessimistic durations for the PERT Analysis calculation.

Figure 5-9: Durations are graphed in the Gantt chart, and all tasks start on the project start date.

Figure 5-10: Linked tasks in the Gantt chart.

Figure 5-11: Use the Predecessors tab in the Task Information dialog box to set different types of task dependencies.

Figure 5-12: Double-click the task link line to open the Task Dependency dialog box and change the dependency type.

Figure 5-13: With durations entered and tasks linked, the Gantt chart is starting to show meaningful schedule information.

Figure 5-14: On the Advanced tab of the Task Information dialog box, you can set constraints, deadlines, milestones, and task calendars.

Figure 5-15: Apply the Constraint Dates table to review or change constraint types and dates.

Figure 5-16: With the Task Entry view, you can review details of an individual task selected in the Gantt Chart.

Figure 5-17: The deadline does not affect scheduling but simply provides a guideline for important dates.

Figure 5-18: If a deadline will be missed, the deadline indicator provides the details.

Figure 5-19: Microsoft Project interprets any task with a 0 duration as a milestone.

Figure 5-20: You can set any task as a milestone.

Figure 5-21: You can change the milestone marker to appear on the Finish date rather than the Start date.

Figure 5-22: You can create a milestone Gantt bar to show the milestone's duration as well as its end point.

Figure 5-23: Create a new base calendar to set a unique working times schedule for a specific task.

Figure 5-24: Assign a calendar to a task to schedule it independently from the project or resource calendars.

Chapter 6: Setting Up Resources in the Project

Figure 6-1: Enter Resource information on the Resource Sheet.

Figure 6-2: Use either actual resource names or generic categories of resources to get started.

Figure 6-3: Make the choices you want, follow any directions, and click the controls provided. The Project Guide walks you through the process.

Figure 6-4: Two templates are available in Microsoft Excel to facilitate entering information in Microsoft Project.

Figure 6-5: The Resource_Table sheet of the Microsoft Project Plan Import Export Template in Excel contains the most commonly used resource fields.

Figure 6-6: The Import Wizard helps you import the resource information from your Excel workbook into your project plan.

Figure 6-7: The resource information is imported into Microsoft Project as you specified.

Figure 6-8: You can enter maximum units when you enter resource names, or come back to it later. The default for the Max. Units field is 100%.

Figure 6-9: Use the Resource Information dialog box to enter detailed information about an individual or consolidated resource.

Figure 6-10: Use the Resource Availability table in the Resource Information dialog box to specify multiple levels of maximum units throughout the project.

Figure 6-11: Use the Working Time tab in the Resource Information dialog box to view or modify an individual resource's working times. These are the days and times when assigned tasks can be scheduled for this resource.

Figure 6-12: You can create a new base calendar from scratch or adapt it from an existing one.

Figure 6-13: The Resource Working Times pane of the Project Guide assists you through the process of setting resource calendars.

Figure 6-14: Apply any table that fits what you're trying to do.

Figure 6-15: Use the Text tab in the Bar Styles dialog box to change the text that appears with the selected Gantt bar.

Figure 6-16: Resource initials replace the full resource names next to the Gantt bars.

Figure 6-17: Enter relevant notes about a resource in the Notes tab of the Resource Information dialog box. You can also attach outside documents in the Notes tab.

Figure 6-18: Position your mouse pointer over the Note indicator to read the note. Double-click the indicator to open the Notes tab in the Resource Information dialog box.

Figure 6-19: The path and name of the selected document appear in the Address box.

Figure 6-20: Position your mouse pointer over the Hyperlink indicator to read the link. Click the indicator to jump to the link's location.

Chapter 7: Assigning Resources to Tasks

Figure 7-1: Use the Assign Resources dialog box to specify which resources are to be assigned to which tasks, and for how much of their available time.

Figure 7-2: Click the Resource List Options button to collapse the Assign Resources dialog box; click the + Resource List Options button to expand it.

Figure 7-3: By filtering your resource list, you can choose from a set of targeted resources that meet the criteria for the tasks you are currently assigning.

Figure 7-4: In the Work version of the Resource Availability Graph, you can review the selected resource's remaining availability over time.

Figure 7-5: With the Assignment Work version of the Resource Availability Graph, you can compare the workload of selected tasks with those of other tasks.

Figure 7-6: View the availability graphs and timesheets for several resources at one time.

Figure 7-7: Adding the Work field to a task sheet shows the relationship of task duration to task work, based on how tasks are assigned to resources.

Figure 7-8: In the first task with a single resource assigned, the total work is 24 hours. In the second task with two resources assigned, the total work is 48 hours.

Figure 7-9: Change the default of1unit to the appropriate quantity of material to be used to complete the selected task.

Figure 7-10: Use the standard time period abbreviations (h, d, w, and so on) to specify the quantity per time period for a material resource with a variable consumption rate.

Figure 7-11: The Task Usage view shows task duration as well as assignment work.

Figure 7-12: The Resource Usage view focuses on resource and assignment work.

Figure 7-13: You can open the Assignment Information dialog box by double-clicking an assignment in the Task Usage or Resource Usage views.

Figure 7-14: Detailed task and assignment information is shown in the Task Form in the lower pane for the task selected in the Gantt Chart in the upper pane.

Figure 7-15: Use the Task Name Form if you're interested only in the table information.

Figure 7-16: Use the Resource Form to review detailed information about assigned resources.

Figure 7-17: The Smart Tag informs you of the ramifications of adding a resource to the task. These results are based on the task type.

Figure 7-18: The Smart Tag informs you of the ramifications of removing a resource from the task. These results are based on the task type.

Figure 7-19: Use the Resources tab in the Task Information dialog box to create or modify resource assignments on a single task.

Figure 7-20: When you change one of the three elements, at least one of the others is affected, which changes your task or assignment scheduling.

Figure 7-21: Assignment units other than 100 percent are shown next to the relevant Gantt bars.

Figure 7-22: Apply the Bell work contour to shape the work amounts to reflect ramp-up , peak, and ramp-down periods, in the shape of a bell.

Figure 7-23: Use the General tab in the Assignment Information dialog box to set work contours .

Chapter 8: Planning Resource and Task Costs

Figure 8-1: Use the cost rate tables in the Resource Information dialog box to specify up to 25 different resource rates.

Figure 8-2: If new costs are to take effect on a certain date, add the date and costs in the A (Default) cost rate table.

Figure 8-3: Select which cost rate table should be used for this assignment in the Assignment Information dialog box.

Figure 8-4: Apply the Cost table to enter fixed costs for tasks.

Figure 8-5: Add the project summary task to add a fixed cost for the project.

Figure 8-6: Apply the Cost table to the Task Usage view to see assignment costs.

Figure 8-7: Review assignment costs over time by adding the Cost field to the Task Usage or Resource Usage timesheet.

Figure 8-8: The Budget report shows the task name, fixed costs, and total planned costs.

Figure 8-9: The Cash Flow report shows planned costs by task, with totals for tasks and for weekly periods.

Figure 8-10: The Project Statistics dialog box shows the overall project cost; as well as the project start and finish dates, total duration, and total work.

Figure 8-11: Use the Euro Currency Converter to work with multiple currencies in your project.

Figure 8-12: Select your original EMU currency from the list to convert it to euros.

Figure 8-13: The new column shows the currency converted to euros.

Figure 8-14: In the wizard, specify the details of the new currency you're adding to the project.

Figure 8-15: In the wizard, select the cost fields you want to copy and convert to the new currency.

Chapter 9: Checking and Adjusting the Project Plan

Figure 9-1: Managing your project requires balancing time, money, and scope.

Figure 9-2: Specify the amount of slack that should define a critical task in your project plan.

Figure 9-3: The Schedule table shows free slack and total slack, as well as late start and late finish dates.

Figure 9-4: The Tracking Gantt highlights the critical path.

Figure 9-5: To highlight the critical path Gantt bars, select the Critical Path option.

Figure 9-6: Use the Gantt Chart Wizard to instantly highlight critical path tasks in any Gantt Chart view.

Figure 9-7: The Detail Gantt shows the critical path as well as available slack.

Figure 9-8: Use the Critical grouping to group critical tasks together and noncritical tasks together.

Figure 9-9: The Project Statistics dialog box shows overall project information: project start date, project finish date, total duration, total work, and total cost.

Figure 9-10: The Project Summary row rolls up task information to display the totals for the entire project.

Figure 9-11: The Task Entry view is now set up to check resource and assignment availability.

Figure 9-12: Run the Budget report to view costs for each task.

Figure 9-13: Run the Cash Flow report to see cost forecasts by time period.

Figure 9-14: To see only those tasks or assignments that have a scheduled cost exceeding a certain amount, enter the amount in this dialog box.

Figure 9-15: The Resource Graph displays resource utilization, one resource at a time.

Figure 9-16: The Resource Usage view can help you notice periods of overallocation .

Figure 9-17: The Leveling Gantt portion displays details about the tasks assigned to the resource selected in the Resource Usage view.

Figure 9-18: The Resource Management toolbar includes a variety of functions that help you work with your resources.

Figure 9-19: The Resource Form displays details about the resource selected in the upper portion of the view.

Figure 9-20: Run the Who Does What When report to see assignment details by day.

Figure 9-21: Run the Overallocated Resources report to see assignment information about units and work for each overallocated resource.

Figure 9-22: Run the Resource Usage report to see assignment details by week.

Figure 9-23: Use the Replace Resource dialog box to remove one resource and add a different one in a single operation.

Figure 9-24: Use the Schedule table in the Resource Allocation view to find available slack in which to add task delay.

Figure 9-25: Use the Leveling Gantt portion of the Resource Allocation view to find available slack in which to add task delay.

Figure 9-26: Use the Detail Styles dialog box to add another row of timephased information to the timesheet portion of the Resource Usage or Task Usage view.

Figure 9-27: Add the Overtime Work field to the sheet and timesheet portion of the Resource Usage view.

Figure 9-28: Drag the Gantt bar to represent when the task stops and when it resumes again.

Figure 9-29: Type or select the priority you want in the Priority field.

Figure 9-30: You can do a standard leveling operation using the defaults or you can set your own options.

Figure 9-31: Specify whether you want to level all or selected resources.

Figure 9-32: The green Gantt bars show the preleveled task schedule; whereas the blue bars, delays, and splits show the results of the leveling operation.

Chapter 10: Saving a Baseline and Updating Progress

Figure 10-1: Use the Save Baseline dialog box to save up to 11 baselines or up to 10 interim plans.

Figure 10-2: When you save a baseline for selected tasks, you can choose how to update the corresponding baseline data on summary tasks.

Figure 10-3: The Tracking Gantt shows baseline start, duration, and finish in its Gantt bars, in relation to the scheduled Gantt bars.

Figure 10-4: The Baseline table shows many of the baseline fields.

Figure 10-5: Showing baseline fields next to the equivalent scheduled fields in a table can help you see at a glance whether and how much of a variance exists.

Figure 10-6: To save an additional baseline, choose any of the baselines in the list.

Figure 10-7: The Tracking toolbar includes buttons for setting percent complete, updating multiple tasks at once, and more.

Figure 10-8: Update your project as scheduled through a specified date.

Figure 10-9: If your complete through date is April 8 and you want the Update Project function to calculate current progress of completed and in-progress tasks, your Gantt Chart shows progress bars looking like this.

Figure 10-10: If you want the Update Project function to display in-progress tasks as 0% complete, this is the result when your complete through date is April 8.

Figure 10-11: Gantt bars display how much of the task has been completed.

Figure 10-12: Use the Update Tasks dialog box to enter different types of progress information for one or more selected tasks.

Figure 10-13: The Project Guide walks you through the steps for setting up a custom tracking view.

Figure 10-14: Use the Tracking tab in the Assignment Information dialog box to update progress for an assignment.

Figure 10-15: The Project Guide can create a custom view for updating percent work complete, which is considered the quickest method of entering work-related actuals.

Figure 10-16: Use the Work table to update actual work on a task.

Figure 10-17: Use the Task Usage view to enter daily values of actual work on assignments.

Figure 10-18: This project stalled in early April, and then was rescheduled to continue about two weeks later.

Chapter 11: Responding to Changes in Your Project

Figure 11-1: The Project Statistics dialog box shows overall project information with its currently scheduled values, baseline values, actual values, and more.

Figure 11-2: The Project Summary row rolls up task information to display the totals for the entire project.

Figure 11-3: The Tracking Gantt shows the progress, the percent complete, the baseline, and the critical path in the chart area of the view.

Figure 11-4: The Variance table shows the currently scheduled start and finish dates as compared with the baseline start and finish dates (including the differences between them).

Figure 11-5: Apply the Slipping Tasks filter to quickly see which tasks are in jeopardy.

Figure 11-6: Add the Status Indicator or the Status fields to a task sheet to see task status at a glance.

Figure 11-7: The left-pointing peaks indicate a negative schedule variance, whereas straight lines show tasks that are exactly on schedule.

Figure 11-8: Set progress lines in the Gantt Chart using the Progress Lines dialog box.

Figure 11-9: Specify as many progress lines as you need for your purposes.

Figure 11-10: Use the Line Styles tab in the Progress Lines dialog box to customize the way progress lines appear in your Gantt Chart.

Figure 11-11: Apply the Cost table to a task sheet to see the most important cost data for tasks.

Figure 11-12: Apply the Cost table to a resource sheet to see the most important cost data for resources.

Figure 11-13: The Earned Value Cost Indicators table displays earned value fields related to budget performance.

Figure 11-14: Apply the Cost Overbudget filter to quickly see which tasks are or are projected to be over budget.

Figure 11-15: Run the Overbudget Resources report to see which resource costs are greater than the baseline resource costs.

Figure 11-16: Apply the Work table to a task sheet to see scheduled, baseline, and actual workalong with any variances.

Figure 11-17: The Resource Graph can show whether a resource is fully allocated, overallocated, or underallocated for a selected period of time.

Figure 11-18: The Resource Usage view shows how resources are allocated for each time period, as well as the specific assignments that contribute to that allocation.

Figure 11-19: Add the Overallocation field to the Resource Usage view to see the number of hours (or other time period) by which each resource is overallocated.

Figure 11-20: With the Resource Allocation view, you can see task information in the lower pane for any assignment you click in the Resource Usage view in the upper pane.

Figure 11-21: By reviewing the Peak field for resources, you can quickly see how many resources are allocated and whether they're available to take on more assignments.

Figure 11-22: Apply the Overallocated Resources filter to a resource view to quickly see a list of resources who have more work assigned than time available for that work.

Figure 11-23: Run the Overallocated Resources report to get detailed information about resources who have too much work assigned.

Chapter 12: Reporting Project Information

Figure 12-1: Use the Page Setup dialog box to set your margins, legend, headers, and more.

Figure 12-2: The Print Preview window shows the printable layout of the current view.

Figure 12-3: Use the Print Current View Wizard to set options for printing the current view.

Figure 12-4: Specify options in the Copy Picture To Office Wizard to indicate how you want the picture of the Project view to appear.

Figure 12-5: The selected Project View and fields appear in the Office application you selected.

Figure 12-6: There are five categories for 22 built-in reports, plus a Custom category for designing your own report.

Figure 12-7: A picture of the report shows how it will look when printed.

Figure 12-8: The Overview Reports dialog box shows the available summary reports.

Figure 12-9: The Project Summary report shows overall project duration, dates, and cost.

Figure 12-10: The Top-Level Tasks report shows summary task information.

Figure 12-11: The Critical Tasks report shows only those tasks whose finish dates affect the overall project finish date.

Figure 12-12: The Milestones report shows only milestone tasks and related information.

Figure 12-13: The Working Days report shows working days for each base calendar used in the project.

Figure 12-14: The Current Activity Reports dialog box shows the available reports for this category.

Figure 12-15: The Unstarted Tasks report shows all tasks that have no progress reported on them.

Figure 12-16: The Tasks In Progress report shows all tasks currently in progress, grouped by the month in which progress is reported.

Figure 12-17: The Completed Tasks report shows all tasks that are reported as complete so far.

Figure 12-18: The Should Have Started Tasks report shows all tasks that are due to start, but have no actual start date reported.

Figure 12-19: Choose one of the available cost-related reports in the Cost Reports dialog box.

Figure 12-20: The Cash Flow report shows costs for each task by each week in the project.

Figure 12-21: The Budget report lists all tasks in order of total cost, highest cost to lowest .

Figure 12-22: The Overbudget Resources report lists all resources in descending order of cost variance.

Figure 12-23: This error message indicates that a filter to which your selected report is based on is returning no fields to show.

Figure 12-24: The Earned Value report shows a summary of all task costs, based on your specified status date.

Figure 12-25: The Assignment Reports dialog box lists the reports for resources and their assigned tasks.

Figure 12-26: The Who Does What report shows which resources are assigned to which tasks.

Figure 12-27: The Who Does What When report is a daily accounting of resources and their assigned tasks.

Figure 12-28: Edit the Who Does What When report using the Crosstab Report dialog box.

Figure 12-29: You can change the timescale in the Who Does What When report.

Figure 12-30: The To-Do List is generated for a single resource at a time, showing all task information for that resource's assignments.

Figure 12-31: The Overallocated Resources report lists all overallocated resources along with their assignments.

Figure 12-32: The Workload Reports dialog box shows the available reports in this category.

Figure 12-33: The Task Usage report shows assignments by task.

Figure 12-34: The Custom Reports dialog box shows all built-in reports and report formats.

Figure 12-35: The Task Report dialog box appears for any report based on task information.

Figure 12-36: Change the font of various items in the report using the Text Styles dialog box.

Figure 12-37: You can edit different types of information depending on the report you choose.

Figure 12-38: Select the format for your new report.

Figure 12-39: The Crosstab Report dialog box appears for any report that displays a tabular format of intersecting information along vertical and horizontal fields of information.

Figure 12-40: Find the XSL template to apply to your project XML data and create your report.

Figure 12-41: Use the XML Reporting Wizard and an XSL template to create an XML report from your project data.

Figure 12-42: On the Task Mapping page, specify which fields should be exported to the Web page.

Figure 12-43: Review the project HTML Web page in a Web browser.

Chapter 13: Analyzing Project Information

Figure 13-1: Specify which of 11 possible saved baselines should be used for the earned value calculations.

Figure 13-2: Use the Earned Value table to review earned value fields.

Figure 13-3: The Earned Value report shows earned values for all tasks, based on your specified status date.

Figure 13-4: In the Export Wizard, select the type of data you're exporting to Excel.

Figure 13-5: In the Mapping page, select the specific fields you want to export.

Figure 13-6: Select the Project table that contains the fields you want to use as your export data source.

Figure 13-7: The Microsoft Project field, its Excel equivalent, and the data type as exported show in the table.

Figure 13-8: View and manipulate your project data in Excel.

Figure 13-9: Use the Number tab in the Format Cells dialog box in Excel to change the data type or number format of a set of exported project fields.

Figure 13-10: Click Yes to update the Excel 5.0 Workbook format to the latest Excel format.

Figure 13-11: Separate worksheets are created to hold key task, resource, and assignment information from your project.

Figure 13-12: Select the timephased fields you want to export to Excel.

Figure 13-13: Enter the date range and time unit for the exported timephased data.

Figure 13-14: Review the exported timephased fields in Excel as a line chart.

Figure 13-15: Review the exported timephased fields in Excel as a worksheet.

Figure 13-16: Examine your project information in the Excel pivot table.

Figure 13-17: Select the data you want to be included in your S-Curve graph.

Figure 13-18: Choose the Smooth Lines chart type to create an S-Curve graph.

Figure 13-19: Review graphic representations of your project data in Microsoft Excel.

Chapter 14: Managing Master Projects and Resource Pools

Figure 14-1: Use the Look In box and the Up One Level button in the Insert Project dialog box to find the location of the project you want to insert.

Figure 14-2: The inserted project looks like a summary task among your regular tasks.

Figure 14-3: You can view and edit the tasks of an inserted project in the same way as those that were originally created in the master project.

Figure 14-4: This master project contains four subprojects , each one containing the plan for a major project phase.

Figure 14-5: In the Network Diagram view, the node representing the subproject summary task shows the name of the source project file as well as its start and finish dates.

Figure 14-6: The Calendar view displays the subproject name above the individual subproject tasks.

Figure 14-7: Use the Advanced tab in the Inserted Project Information dialog box to change a subproject to read-only or to remove the link to the subproject.

Figure 14-8: Add subproject-related fields to a table in the master project.

Figure 14-9: The tasks from the disconnected subproject remain in the project, but they no longer have a link to the source project file.

Figure 14-10: The selected projects are inserted into a new window.

Figure 14-11: Select the projects you want to consolidate in the New Window dialog box.

Figure 14-12: The selected projects are inserted into a new window and consolidated in alphabetical order.

Figure 14-13: Use the Save Workspace As dialog box to group project files that should always be opened at the same time.

Figure 14-14: Use the Share Resources dialog box to specify that you want your project file to use the resource pool.

Figure 14-15: With the resource pool and sharer file linked, the resource information for both files is merged.

Figure 14-16: If you choose to open the resource file, you'll be able to see all resources, including their assignments, in your sharer file.

Figure 14-17: You see this alert whenever you directly open a resource pool file. Specify whether you want to open the resource pool as read-only or read-write.

Figure 14-18: Add the Project field to the Resource Usage view to see the source of resources and their assignments.

Figure 14-19: Check resource availability while making assignments using the Assign Resources dialog box.

Figure 14-20: This message appears when you're working with a read-only resource pool and you make changes that affect resources in the pool.

Figure 14-21: In the resource pool, the Share Resources dialog box shows the path of all sharer files.

Chapter 15: Exchanging Information Between Project Plans

Figure 15-1: By consolidating projects, you can use the mouse to link tasks in different projects.

Figure 15-2: Any external predecessors or external successors are displayed in gray.

Figure 15-3: On the Predecessors tab in the Task Information dialog box, enter the path, name, and task ID of the external predecessor in the ID field.

Figure 15-4: After you enter the name and ID of the external task, the other fields contain the words "External Task" and are temporarily not editable.

Figure 15-5: The second time you open the Task Information dialog box, the name of the external task appears in the Predecessors table.

Figure 15-6: The Links Between Projects dialog box shows the pairs of linked tasks along with their link types, finish dates, current percent complete, and any available updates.

Figure 15-7: You can add the External Task or Project fields to a task table to provide information about your cross-project linking.

Figure 15-8: The Links Between Projects dialog box appears when you open a project whose external links have changed, and the change is noted in the Differences field.

Figure 15-9: Drag or use the Shift key to select adjacent tasks or resources.

Figure 15-10: Use the Ctrl key to select nonadjacent resources or tasks.

Figure 15-11: Drag or use the Shift key to select adjacent fields.

Figure 15-12: Use the Ctrl key to select nonadjacent fields.

Figure 15-13: Use the Organizer to copy, rename, or delete customized elements between projects or between a project and the project global template.

Chapter 16: Exchanging Information with Other Applications

Figure 16-1: Select a small number of fields for copying.

Figure 16-2: Your project data is pasted into the target application.

Figure 16-3: Your project data is converted to a table in Word.

Figure 16-4: The paste error message appears for every field mismatch.

Figure 16-5: Use the Copy Picture To Office Wizard to create an image of a Microsoft Project view for Word, PowerPoint, or Visio.

Figure 16-6: Choose the options you want for the picture you're copying.

Figure 16-7: Use the Insert Object dialog box to embed a Microsoft Project file into another application's file.

Figure 16-8: The selected project is embedded in PowerPoint.

Figure 16-9: The selected project is embedded in PowerPoint, displayed as an icon.

Figure 16-10: Use the Insert Object dialog box to create a Microsoft Project file as an embedded object.

Figure 16-11: The new project is embedded in Word.

Figure 16-12: Embed an object in your project's Gantt Chart to add more information or to dress it up for a presentation.

Figure 16-13: Embed an object in a task note, resource note, or assignment note.

Figure 16-14: Create a new object in your project.

Figure 16-15: Use the Paste Special dialog box to create a link from Microsoft Project.

Figure 16-16: Each time you open a linked project, you are prompted to re-establish the link.

Figure 16-17: Review the status of links in your project file.

Figure 16-18: The path and name of the selected document appear in the Address box.

Figure 16-19: Specify whether you're including tasks, resources, or assignments to your new Web page.

Figure 16-20: eview the project HTML Web page in a Web browser.

Figure 16-21: Select how you want the imported data to be brought into Microsoft Project.

Figure 16-22: Specify how fields from the source application are to be mapped to Microsoft Project fields.

Chapter 17: Integrating Microsoft Project with Microsoft Excel

Figure 17-1: Make sure that the order and type of Microsoft Project columns match the Excel data being copied and pasted.

Figure 17-2: Use the Paste Special dialog box to specify that you want to insert the Excel information as a picture.

Figure 17-3: The Excel information appears as a picture in your selected Microsoft Project location.

Figure 17-4: Your project data is pasted into the Excel worksheet.

Figure 17-5: The copied picture of your Microsoft Project view is pasted into Excel.

Figure 17-6: The selected Excel file is embedded in the Notes tab in the Task Information dialog box.

Figure 17-7: Embed a new chart in your project plan.

Figure 17-8: When you double-click an embedded Excel object, the Microsoft Project menus and toolbars change to those of Excel.

Figure 17-9: The selected project is embedded in Excel.

Figure 17-10: Use the Insert Object dialog box to create a Microsoft Project file as an embedded object.

Figure 17-11: When you double-click an embedded Project object, the Excel menus and toolbars change to those of Microsoft Project.

Figure 17-12: Choose these options in the Paste Special dialog box to link worksheet data with project table data.

Figure 17-13: Selected project data inserted into Excel as a linked picture.

Figure 17-14: Selected project data inserted into Excel as linked sheet text.

Figure 17-15: When you open a project plan or workbook that contains links, you'll see a message like this.

Figure 17-16: Use the Edit Links dialog box in Excel to review and update the links in the current workbook.

Figure 17-17: Share the Excel Task List template with your team to help build your project plan.

Figure 17-18: Task information from the Excel template is imported into Microsoft Project.

Figure 17-19: Use the Microsoft Project Plan Import Export Template to develop task, resource, and assignment information in Excel.

Figure 17-20: Using the template, you can import the project information from Excel to Microsoft Project without having to map individual fields.

Figure 17-21: Use the Mapping page to specify the Microsoft Project fields that are to contain each category of incoming Excel data.

Figure 17-22: Select the Project table that contains the fields you want to use as your export data source.

Figure 17-23: View and manipulate your project data in Microsoft Excel.

Figure 17-24: By exporting tasks, resources, and assignments to Excel, separate worksheets are created to hold key task, resource, and assignment information from the selected project.

Figure 17-25: Click Yes to upgrade the exported project information to your current installed version of Excel.

Chapter 18: Integrating Microsoft Project with Microsoft Outlook

Figure 18-1: Tasks entered in your Outlook Tasks view can be imported to your project plan.

Figure 18-2: Use the Import Outlook Tasks dialog box to bring tasks from Outlook to your project plan.

Figure 18-3: The selected Outlook tasks and associated notes are appended to the current project plan.

Figure 18-4: Use Copy and Paste to add a project task to Outlook.

Figure 18-5: Go to the Work With Outlook page in Project Web Access to download the Outlook Integration COM add-in.

Figure 18-6: Quickly send the project file as an e-mail attachment.

Figure 18-7: You can transmit a selected update with a Schedule Note.

Figure 18-8: Your e-mail security settings or virus protection program might present an alert.

Figure 18-9: A new e-mail message is created with the recipients and attachments you specified.

Figure 18-10: The schedule note sends a picture of selected tasks or resources via e-mail.

Figure 18-11: Complete the Routing Slip dialog box to send the project file to multiple recipients.

Figure 18-12: Select the public folder for your project file.

Chapter 19: Collaborating Using E-Mail

Figure 19-1: Click the Email Address field in the Column Definition dialog box.

Figure 19-2: Enter e-mail addresses in the Resource Sheet.

Figure 19-3: When you publish assignments, click OK if you see this alert message.

Figure 19-4: Send all project assignments to their assigned resources.

Figure 19-5: Revise the introductory note that accompanies the published assignments.

Figure 19-6: Unconfirmed indicators mark tasks that have been published and are awaiting acknowledgment by the assigned resources.

Figure 19-7: You receive assignment confirmations from resources in your e-mail inbox.

Figure 19-8: The message indicates whether the resource accepts or declines the assignment.

Figure 19-9: Use the Publish New and Changed Assignments dialog box to confirm and send assignments to the resources.

Figure 19-10: Notifications of new and changed assignments are sent through e-mail.

Figure 19-11: You receive e-mail regarding your assignments in a specialized message form.

Figure 19-12: Indicate whether you accept or decline the assignment and add any comments as necessary.

Chapter 20: Understanding the Project Workgroup and Enterprise Model

Figure 20-1: Publish information from Project Professional, and it is converted in Project Server to be displayed in Project Web Access.

Figure 20-2: Team members use the Project Web Access Timesheet to manage their assignments.

Figure 20-3: The project manager and team members exchange information via Project Server.

Figure 20-4: You can implement enterprise projects in a classic pyramid hierarchy.

Chapter 21: Administering Project Server and Project Web Access for Your Enterprise

Figure 21-1: Set up enterprise and workgroup options on the Project Web Access Admin page.

Figure 21-2: Select whether you are using the full features for enterprise project management.

Figure 21-3: Click Manage Users And Groups to open the Users page and add a new user account.

Figure 21-4: In the Add User page, specify the new user's authentication, group, and permissions.

Figure 21-5: In the Categories section, specify the items that can be accessed by this user and then start setting permissions.

Figure 21-6: These are the permissions set by the built-in Project Manager security template.

Figure 21-7: In the Global Permissions section, specify the permissions you want to allow or deny for this user.

Figure 21-8: Use the Groups page to review, modify, add, or delete groups (roles) in Project Server.

Figure 21-9: Use the Add Group to create a new group to reflect roles in your organization.

Figure 21-10: Use the Active Directory section on the Groups page to set Active Directory synchronization for security groups.

Figure 21-11: Click Manage Security to open the Categories page and customize user categories and security templates.

Figure 21-12: Specify the resources whose information can be accessed by users in this category.

Figure 21-13: Use the Open Enterprise Resources dialog box to add or edit resources in the enterprise resource pool.

Figure 21-4: Enter resource names and associated information in Checked-Out Enterprise Resources.

Figure 21-15: Set your Active Directory options on the Server Configuration page in Project Web Access.

Figure 21-16: Select the project that contains the resource information you want to import.

Figure 21-17: Map any custom resource fields to the enterprise resource pool.

Figure 21-18: Select the resources whose information you want to import to the enterprise resource pool.

Figure 21-19: Select the enterprise resource(s) you want to check out to edit.

Figure 21-20: Confirm that you really want to deactivate the selected user.

Figure 21-21: Use the enterprise global template to define standards for all projects throughout the enterprise, including custom resource fields.

Figure 21-22: Use this dialog box to define custom fields for enterprise resources.

Figure 21-23: Select the RBS outline code to define the RBS for your organization.

Figure 21-24: Define a multiple value outline code for enterprise resources.

Figure 21-25: Use the Value List dialog box to set up the multiple values for the outline code.

Figure 21-26: Click Manage Enterprise Features to start configuring the OLAP cube.

Figure 21-27: Specify that you want to build an OLAP cube.

Figure 21-28: Add, modify, or delete a project version using the Versions page.

Figure 21-29: Copy customized elements from a project and the enterprise global.

Figure 21-30: Design the Timesheet to fit the needs of the organization and the projects.

Figure 21-31: Use the Tracking Settings page to specify the default tracking method to be used in the Timesheet.

Figure 21-32: Use the Specify Views page to modify, add, or remove views in Project Web Access.

Figure 21-33: The definition for the selected view appears at the bottom of the page.

Figure 21-34: Specify the default set of fields from which project managers can choose for their team members' Timesheets.

Chapter 22: Managing Enterprise Projects and Resources

Figure 22-1: Add your project server location as an account for your installation of Project Professional.

Figure 22-2: Enter the new account name and the project server URL.

Figure 22-3: Make any changes needed to your list of trusted Web sites.

Figure 22-4: Select the project server account, and then click Connect.

Figure 22-5: Enter your user name and password as set up by the project server administrator.

Figure 22-6: After a successful logon, the Project Web Access Home page appears.

Figure 22-7: When saving a new file while connected to the server, the Save To Project Server dialog box appears.

Figure 22-8: Specify any project settings to bring the project into conformance with enterprise standards.

Figure 22-9: Import or map local resources to the enterprise resource pool.

Figure 22-10: Associate custom fields defined in your project with custom enterprise fields.

Figure 22-11: Review the table for any possible import problems.

Figure 22-12: Check out your enterprise project from the project server.

Figure 22-13: Your enterprise project opens in Project Professional.

Figure 22-14: Review features in the enterprise global template to see your organization's standards.

Figure 22-15: Use the Build Team dialog box to add enterprise resources to your project.

Figure 22-16: Create a filter to find only those resources that meet your criteria.

Figure 22-17: Use the Choose Projects page to select the projects in which resources should be substituted.

Figure 22-18: Specify the categories of resources that should be substituted in the Choose Resources page.

Figure 22-19: Review your resource substitution setup and then click Run.

Figure 22-20: Review the resources that have been found.

Figure 22-21: Project team members work with their individual Timesheets in Project Web Access.

Figure 22-22: Specify the tracking method and fields for your team members' Timesheets.

Figure 22-23: Specify your workgroup options on the Collaborate tab.

Figure 22-24: Specify any e-mail notifications you want to receive.

Figure 22-25: You can automate e-mail notifications regarding progress updates or overdue tasks.

Figure 22-26: Specify the conditions under which updates can be automatically accepted.

Figure 22-27: Select the types of updates to which you want your new rule to apply.

Figure 22-28: Show the Collaborate toolbar to immediately access your workgroup-related commands.

Figure 22-29: All assignments are listed in the Publish New And Changed Assignments dialog box.

Figure 22-30: Change the standard notification e-mail message text if you want.

Figure 22-31: Select how much of the project plan you want to publish.

Figure 22-32: Change the standard notification e-mail message text if you want.

Figure 22-33: View the entire project schedule in Project Web Access.

Figure 22-34: Click Request A Status Report to design a narrative periodic status report.

Figure 22-35: Specify the major topics for the status report.

Figure 22-36: Review any updates submitted by your team members on the Updates page.

Figure 22-37: View and work with the document library from within Project Professional.

Figure 22-38: View and work with the document library from Project Web Access.

Figure 22-39: Track and manage project risks from within Project Professional.

Figure 22-40: Track and manage project issues from within Project Professional.

Figure 22-41: Select the Administrative Time template.

Figure 22-42: Use the Administrative Time template as a basis for your administrative project.

Figure 22-43: The administrative project appears with other projects in the Project Center.

Chapter 23: Participating On a Team Using Project Web Access

Figure 23-1: Enter your user name and password as set up by the project server administrator.

Figure 23-2: After a successful logon, the Project Web Access Home page appears.

Figure 23-3: New assignments are posted on the Home page.

Figure 23-4: Define your new task.

Figure 23-5: Sign up for tasks in a project.

Figure 23-6: Set up a to-do list for yourself.

Figure 23-7: Enter actuals in your Timesheet view.

Figure 23-8: Display the Status Reports area.

Figure 23-9: Select the items you want to show and clear the items you want to hide.

Figure 23-10: Click the field by which you want to group your assignments.

Figure 23-11: Click the field by which you want to filter your assignments.

Figure 23-12: Set up the columns you want printed or exported.

Figure 23-13: Go to the Project Center to review your current projects.

Figure 23-14: View the entire project schedule in Project Web Access.

Figure 23-15: Specify any e-mail notifications you want to receive.

Figure 23-16: Go to the Work With Outlook page to download the Outlook Integration add-in.

Figure 23-17: Click any of the projects to view or submit risks associated with that project.

Figure 23-18: Use the Risks: New Item page to enter a new risk associated with the selected project.

Figure 23-19: View and work with the project issues.

Figure 23-20: View and work with the document library.

Figure 23-21: Select the resources for whom you want to review assigned tasks.

Figure 23-22: Use the Delegation section to set your options for delegating tasks.

Figure 23-23: Use the Delegation section to request task status and delegate your lead role.

Figure 23-24: All resources in the enterprise resource pool are listed in the Resource Center.

Figure 23-25: Specify any e-mail notifications you want to send to your resources.

Figure 23-26: Review the summary for each Timesheet that has been sent to you by different resources.

Figure 23-27: Review the tasks and accept or reject the update.

Chapter 24: Making Executive Decisions Using Project Web Access

Figure 24-1: Enter your user name and password as set up by the project server administrator.

Figure 24-2: After a successful logon, the Project Web Access Home page appears.

Figure 24-3: Go to the Project Center to review the list of enterprise projects.

Figure 24-4: Click the field by which you want to group the information.

Figure 24-5: Click the field by which you want to filter your view information.

Figure 24-6: Set up the columns you want printed or exported.

Figure 24-7: View individual project details.

Figure 24-8: Select the resources for whom you want to review assigned tasks.

Figure 24-9: Click Request A Status Report to design a narrative periodic status report.

Figure 24-10: Specify the major topics for the status report.

Figure 24-11: Use the Portfolio Modeler to run what-if scenarios on projects and resources.

Figure 24-12: Specify any e-mail notifications you want to receive.

Figure 24-13: Set up a to-do list for yourself.

Figure 24-14: Click any of the projects to view or submit risks associated with that project.

Figure 24-15: Use the Risks: New Item page to enter a new risk associated with the selected project.

Figure 24-16: View and work with the project issues.

Figure 24-17: View and work with the document library.

Chapter 25: Customizing Your View of Project Information

Figure 25-1: You can edit an existing view, copy an existing view, or create a completely new view.

Figure 25-2: You choose a table, group, and filter when you customize a single pane view.

Figure 25-3: Specify which views are displayed in the top and bottom panes of a combination view.

Figure 25-4: You can customize the appearance of the Gantt bar as well as markers at its start and end.

Figure 25-5: You can specify fields to display as text for selected Gantt bars.

Figure 25-6: You can customize the appearance of a network diagram box as well as specify what task information appears inside each box.

Figure 25-7: You can choose which field to display in the Resource Graph for individual resources and groups of resources.

Figure 25-8: The Resource Graph can show information for one selected resource and a group of resources.

Figure 25-9: Use the Bar Styles dialog box for the Calendar view to specify bar formatting and field content for various types of Calendar bars.

Figure 25-10: Use the Timescale dialog box for the Calendar view to specify the Calendar timescale's appearance.

Figure 25-11: Choose the fields to display and their formatting in the Detail Styles dialog box.

Figure 25-12: Customize the time periods that appear in a Gantt Chart, Task Usage, or Resource Graph view.

Figure 25-13: Customize the columns for a table in the Table Definition dialog box.

Figure 25-14: Create an alias, a list of values, a formula for calculation, or set additional options for a custom field.

Figure 25-15: Specify the values to appear in a list for a custom field.

Figure 25-16: Build a formula using numerous functions and any field in the Project database.

Figure 25-17: Set up criteria for displaying an icon that alerts you to specific conditions in the project.

Figure 25-18: Group tasks, resources, or assignments by one or more fields.

Figure 25-19: Set the starting value and size for group intervals.

Figure 25-20: Modify the fields, tests, and values for a filter to display only the tasks that meet your criteria.

Figure 25-21: Create a filter that compares the value in one field against the value in another field.

Figure 25-22: Control the order of test evaluation for a filter with And or Or operators.

Figure 25-23: Create a filter that waits for user input.

Figure 25-24: When you create an interactive filter, a dialog box appears, asking for the information you specified.

Figure 25-25: When you click the AutoFilter button, AutoFilter arrows appear in every column heading.

Figure 25-26: Customize and save an AutoFilter.

Figure 25-27: Define a custom outline code to display alternate hierarchies for tasks and resources.

Figure 25-28: Define values in a lookup table to simplify outline code data entry.

Figure 25-29: Click the down arrow in the outline code field to choose from the lookup table.

Figure 25-30: Copy customized elements between projects and templates, or rename and delete existing elements.

Chapter 26: Customizing the Microsoft Project Interface

Figure 26-1: You can drag commands from the list in the Customize dialog box to a toolbar or menu.

Figure 26-2: Click Toolbar Options on a toolbar to add or remove buttons on that toolbar.

Figure 26-3: As soon as you name your new toolbar, it appears onscreen, ready to accept command buttons.

Figure 26-4: You can create a toolbar with the commands in any category you use frequently.

Figure 26-5: You can modify the image that appears on a toolbar button.

Figure 26-6: You can insert a menu or command on a menu bar.

Figure 26-7: Use the Customize Forms dialog box to work with an existing form or create a new one.

Figure 26-8: You can specify the size and position of the dialog box for a custom form as well as its contents.

Figure 26-9: Specify the precise location and size of your form in the Form Information dialog box.

Figure 26-10: You can specify the size, position, and field name as well as whether users can edit the field value.

Figure 26-11: Start to create a new form with field boxes and text boxes.

Figure 26-12: Select the task or resource form you want to edit, and then click Apply to display the form.

Chapter 27: Automating Your Work with Macros

Figure 27-1: The decisions you make in the Record Macro dialog box determine not only when you can use a macro, but also aspects of how it will behave when it runs.

Figure 27-2: Open VBE to review and edit your macro code.

Figure 27-3: Change a macro's description or shortcut key with the Macro Options dialog box.

Figure 27-4: Open the Customize dialog box to choose a macro to add as a toolbar button.

Figure 27-5: Add your macro to any toolbar or menu in Microsoft Project.

Chapter 28: Standardizing ProjectsUsing Templates

Figure 28-1: Use the Organizer to copy customized elements to the project global template to make those elements available to other projects.

Figure 28-2: Any group of options specified as being for the current file applies only to that file unless you click the Set As Default button.

Figure 28-3: The settings on the Spelling tab apply to your spelling checker options in Microsoft Project in general. Changes here update the project global file.

Figure 28-4: Read about any of the built-in templates to see whether it fits the type of project you need to build.

Figure 28-5: All built-in templates are listed.

Figure 28-6: A new project file is created based on your selected template.

Figure 28-7: The Office Online Web site contains more templates, as well as clip art, training, and articles that are continually being updated and expanded.

Figure 28-8: Use this Web page to find and download more project management templates.

Figure 28-9: If a template fits your bill, click Download Now to copy it to your computer.

Figure 28-10: The file might include tracking and other specific information not appropriate for a template. Select the information you want to exclude from the template.

Figure 28-11: The General tab of the Templates dialog box contains any templates you've created.

Figure 28-12: Microsoft Project warns you that you're about to replace the existing template file, but that's exactly what you want to do.

Chapter 29: Managing Project Files

Figure 29-1: The Open dialog box shows the list of available project files in the selected location.

Figure 29-2: The Open From Microsoft Project Server dialog box shows the projects stored on Project Server that you are authorized to check out or view.

Figure 29-3: Use the Search dialog box to enter and execute basic or advanced search parameters.

Figure 29-4: Information you add to the Properties dialog box can be used in reports and searches.

Figure 29-5: The Save As dialog box displays the contents of the default folder.

Figure 29-6: The Save To Project Server dialog box enables you to save project plans in the enterprise environment.

Figure 29-7: Use the Save tab in the Options dialog box to set defaults for saving project files.

Figure 29-8: Use the Save Options dialog box to set up file backups and passwords.

Chapter 31: Writing Microsoft Project Code with Visual Basic for Applications

Figure 31-1: View all the items in your project by using the Project Explorer.

Figure 31-2: The Properties window shows the properties of the selected project and each of the items (UserForms, modules, and so on) that are contained in it.

Figure 31-3: The References dialog box controls which objects are available to your project. Selections here determine which object models display in the object browser.

Figure 31-4: Selections made in the Additional Controls dialog box determine which controls appear in the Toolbox window.

Figure 31-5: Selecting the Require Variable Declaration check box on the Editor tab of the Options dialog box enforces explicit declaration of variables .

Figure 31-6: Specifying a password without also selecting the Lock Project For Viewing check box protects the Project Properties dialog box only.

Figure 31-7: The Digital Signature dialog box for a project signed with a certificate created by using SelfCert.exe is shown here.

Figure 31-8: The Auto List Members box, shown here displaying part of the listfor the Application object, is great way to learn about the object model as you work.

Figure 31-9: The object browser displays information about the libraries referenced by your project.

Figure 31-10: For properties or methods that return objects, the name of the object is a link in the Details pane.

Figure 31-11: Use the Library box to filter items in the object browser and the Search Text box to find specific items.

Figure 31-12: The Auto List Members feature scrolls through an alphabetical list of possible matches for data types and constants as you type.

Figure 31-13: The Quick Info feature lists details about procedures you create and about items in the object model.

Figure 31-14: The ApplicationBeforeClose event is a member of the Application object.

Figure 31-15: If a new task is successfully created in this function, this breakpoint never gets hit and execution proceeds normally.

Figure 31-16: The Context column shows that the scope for the variable is local, existing in the AddTask procedure of the current module. If the active statement were in another procedure, the Value column would display <Out of context>.

Figure 31-17: Set the Watch Type to specify whether you want to watch the expression or test its value to determine when to enter break mode.

Figure 31-18: Click the plus sign (+) next to the expression "Me" to see the value of every property, variable, and function referenced by or defined in your project.

Figure 31-19: Use the bookmark controls on the Edit toolbar to toggle, move between, or delete all bookmarks.

Figure 31-20: A new UserForm window is the visual counterpart to a blank Code window.

Figure 31-21: Use the Toolbox to place visual components on your UserForm. You can use Tools, Additional Controls to place more "tools" in the Toolbox.

Figure 31-22: Start designing your UserForm by changing certain properties.

Figure 31-23: This is what the completed frmWelcome should look like after the controls have been positioned and the form sized appropriately.

Figure 31-24: The Microsoft Project status bar after someone has used the form.

Figure 31-25: The new Show My UserForm command appears at the bottom of the View menu.

Chapter 32: Working with Microsoft Project Data

Figure 32-1: The Export Wizard walks you through the process of exporting your project to the Access database format.

Figure 32-2: Click Finish in the third Export Wizard page, and you're ready to open your project data in Access.

Figure 32-3: The Access Database window lists each table in the exported project database.

Figure 32-4: Every unique task in your project has its own row in the MSP_TASKS table.

Figure 32-5: The TASK_NAME field is probably closer to the right edge of the table.

Figure 32-6: The MSP_PROJECTS table is used to store all project-related data.

Figure 32-7: The MSP_CALENDARS table is used to store all calendar-related data.