Microsoft Project 2013 Advanced

Course 01 - Managing the Project

Environment

Slide 1

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Course Outline

Managing the Project Environment

Managing Task Structures

Generating Project Views

Producing Project Reports

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Slide 2

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Course 01: Managing the Project Environment

Link Projects

Baseline a Project

Work with Custom Fields

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Slide 3

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Topic A: Link Projects

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Slide 4

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Linked Tasks and Projects

Task A

Task B

Linked Tasks Linked Projects

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Slide 5

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Insert Subproject

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Slide 6

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Insert Subproject Options

Option Result

Link to project +

InsertTwo-way link between subproject and the master project

Link to project +

Insert Read-OnlyOne-way link between subproject and the master project

Insert Copy of subproject in master project

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Slide 7

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Links Between Projects

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Slide 8

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Topic B: Baseline a Project

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Slide 9

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Baseline

A project baseline is an approved

plan for a project.

Comparing actual project data

against the baseline enables you

to monitor the project’s

performance.

Project Area Monitoring Questions

Scope

Are we doing the tasks we planned to do?

Are we doing more or different tasks than anticipated?

Are we doing fewer tasks than anticipated?

Time

Are we behind schedule?

Are we on schedule?

Are we ahead of schedule?

Cost

Are we under budget?

Are we on budget?

Are we over budget?

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Slide 10

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Set a Baseline

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Slide 11

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Clear a Baseline

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Slide 12

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Topic C: Work with Custom Fields

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Slide 13

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Custom Fields

Definition

Data fields that you can

configure for your unique

project or organizational needs.

Uses

Organization-specific data

Formulas for calculation

Lookup tables for data entry

Graphical indicators to flag

important items

Hierarchical coding structures

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Slide 14

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Add Custom Fields

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Slide 15

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View Custom Fields

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Slide 16

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Lookup Table

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Slide 17

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Formula

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Slide 18

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Reflective Questions

1. Will you baseline your next project? Why or why not?

2. What custom fields would you find useful in your project management

environment?

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Review Questions:

1. True or False: A summary task is a project that is linked to a larger master

project.

A. True

B. False

2. A ____________ is a project that is linked to one or more smaller subprojects.

A. Master Project

B. Summary Project

C. Summary Task

D. None of the above

3. When you link two tasks together in Microsoft Project 2013, what are you

creating between their start and finish dates?

A. A successor

B. A predecessor

C. A dependency

D. A subproject

4. A ____________ is a measurement, calculation, or location used as a basis for

comparison.

A. Timeline

B. Relationship

C. Dependency

D. Baseline

5. How many baselines are you allowed to set in Microsoft Project 2013?

A. 1

B. 4

C. 10

D. 11

Answer Key:

1. B

False. A subproject is a project that is linked to a larger master project.

2. A

A master project is a project that is linked to one or more smaller subprojects.

3. C

When you link two tasks together in Microsoft Project 2013, you are creating a

dependency between their start and finish dates.

4. D

A baseline is a measurement, calculation, or location used as a basis for

comparison.

5. D

You are allowed to set 11 baselines in Microsoft Project 2013.