WELCOME TO BOSTON PPM COMMUNITY Documents1/2018-05-02... · 5/2/2018 · mpug boston meeting dates •meetings are scheduled the first wednesday of the month - held at constant contact

WELCOME TO BOSTON PPM COMMUNITY

May 2nd, 2018 Presentation will start at 6:00 pm

Please enjoy food, beverage, and networking

AGENDA

From - To Topic

5:30 – 6:00 pm Registration, Refreshments & Networking

6:00 – 6:15 pm Welcome & Introductions

Announcements

Upcoming Meeting Topic Discussion

MS Project Tip

6:15 – 7:15 pm Baselines and Getting Organized.

Presented by John Riopel

Audience Participation / Speaker Q&A

7:15 – 7:30 pm Wrap-up, Networking Sessions, and Final Remarks

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TOOL TIP OF THE MONTH

Presentation will start at 6:15 pm

Please enjoy food, beverage, and networking

4

WORKING WITH CUSTOM FIELDS AND FORMULAS

“This video provides learning skills for creating custom fields and formulas based on a business scenario.

https://www.linkedin.com/learning/working-with-custom-fields-and-formulas-in-microsoft-project?u=2125562

INTRODUCTIONS AND QUICK HELLO

Leader Mark Wells, MCTS, PMP [email protected]

[email protected]

Leader of Marketing Jan Wells, PMP [email protected]

Board Member Christina Beggs [email protected]

Board Member Jacques Goupil, PMP, MCP, MCTS, V-TSP, CIE

President - PPM Works, Inc.

[email protected]

www.ppmworks.com

Board Member Ed Yee, PMP [email protected]

Board Member

John Riopel, PMP, MCP, MCTS

President - PM Providers

[email protected] www.pm-providers.com

Your name?? 5

1. Name

2. Company

3. What Microsoft Project area are you looking for help with?

mailto:[email protected]




MPUG BOSTON MEETING DATES

• MEETINGS ARE SCHEDULED THE FIRST WEDNESDAY OF THE MONTH -

HELD AT CONSTANT CONTACT IN WALTHAM

WEDNESDAY, MAY 2ND

WEDNESDAY, JUNE 6TH

WEDNESDAY, SEPT 5TH

WEDNESDAY, OCT 3RD

WEDNESDAY, NOV 7TH

Location:

1601 Trapelo Road, Waltham, MA

Exit 28 off 1-95 South

Exit 28B off I-95 North

2018

BOSTON PPM COMMUNITY UPCOMING EVENTS

Date Topic Speaker

Wednesday, May 2nd Baselines and Getting Organized John Riopel

Wednesday, June 6th Milestones Professional Gordon Chartier

Wednesday, Sept 5th TBD Phil Perkins

CALL FOR PRESENTERS

WHY:

• SHARE YOUR KNOWLEDGE WITH YOUR PEERS

• RECEIVE PDUS

• GIVE BACK TO YOUR PROJECT COMMUNITY

WHAT:

1. PRESENT YOUR OWN FULL-LENGTH TOPIC (45 MINUTES)

WHEN: THE FOLLOWING SESSIONS ARE AVAILABLE

• WEDNESDAY, SEPTEMBER 5TH

• WEDNESDAY, OCTOBER 3RD

• WEDNESDAY, NOVEMBER 7TH

POTENTIAL MEETING TOPICS

• ??

MS PROJECT TIP

ORGANIZER?

• ALLOWS YOU TO MOVE CUSTOM AND OUT OF THE BOX FUNCTIONS TO OTHER PROJECT

FILES OR TO THE COMPUTER GLOBAL FILE - GLOBAL.MPT

• AUTOMATICALLY ADD NEW VIEWS, TABLES, FILTERS, AND GROUPS TO THE GLOBAL –

ADVANCED OPTIONS

WHAT IS A BASELINE?

• THE PROJECT'S BASELINE IS USED TO MEASURE HOW PERFORMANCE

DEVIATES FROM THE PLAN.

• A PROJECT'S BASELINE IS DEFINED AS THE ORIGINAL SCOPE, COST AND

SCHEDULE.

THERE ARE TWO TYPES IN MICROSOFT PROJECT:

FULL BASELINES

INTERIM BASELINES

WHAT HAPPENS WHEN YOU USE EITHER OPTION?

• FULL BASELINE

• COPIES START, FINISH, WORK, DURATION AND COST TO

• SELECTED FULL BASELINE – BASELINE 0-10

• INTERIM PLAN BASELINE

• COPIES START AND FINISH ONLY TO

• SELECTED START (X) TO FINISH (X), WHERE X IS 1-10 OF THE SAME NUMBER

WHICH TASKS AM I BASELINING?

• ENTIRE PROJECT

• ALL TASKS

• SELECTED TASKS

• MUST SELECT THE TASKS PRIOR TO CHOOSING THE SET BASELINE BUTTON

ON THE PROJECT RIBBON

• ROLL UP BASELINES

• TO ALL SUMMARY TASK - UPDATED BASELINE DATA FOR THE NEW TASKS IS

ROLLED UP TO ALL ASSOCIATED SUMMARY TASKS, NOT JUST THE NEAREST

SUMMARY TASK.

• FROM SUBTASKS INTO SELECTED SUMMARY TASKS - BASELINE DATA IS UPDATED

ONLY FOR THE SELECTED SUMMARY TASK. TYPICALLY, YOU’LL DO THIS SO THAT

ONLY THE NEAREST SUMMARY TASK REFLECTS THE NEW ROLL-UP DATA.

CAN I NAME A BASELINE? • NOT REALLY

• YOU CAN CREATE A MACRO, HOWEVER

THAT DOES SORT OF THAT

• PRIVSELECT CASE STAGEBOX.VALUE

• CASE "CONCEPT"

• GANTTBARSTYLEBASELINE BASELINE:=1, SHOW:=TRUE

• CASE "FEASIBILITY"


• CASE "INITIATE"


• CASE "DEVELOPMENT"


• CASE "DEVELOPMENT INTERIM 1"




• CASE "QUALIFICATION"


• CASE "QUALIFICATION INTERIM 1"




• CASE "LAUNCH"


• CASE "ALL"










• GANTTBARSTYLEBASELINE BASELINE:=10,

SHOW:=TRUE

• END SELECT

• VIEWAPPLY "TRACKING GANTT"

• END SUB

• PRIVATE SUB SAVEBASELINEBUTTON_CLICK()

• SELECT CASE STAGEBOX.VALUE

• CASE "CONCEPT"

• BASELINESAVE INTO:=PJINTOBASELINE

• BASELINESAVE INTO:=PJINTOBASELINE1


• CASE "FEASIBILITY"




• CASE "INITIATE"




• CASE "DEVELOPMENT"












• CASE "QUALIFICATION"












• ATE SUB DISPLAY_CLICK()

• CASE "LAUNCH"




• END SELECT

• VIEWAPPLY "TRACKING GANTT"

• END SUB

• PRIVATE SUB STAGEBOX_CHANGE()

• END SUB

• PRIVATE SUB USERFORM_INITIALIZE()

• STAGEBOX.ADDITEM ("CONCEPT")

• STAGEBOX.ADDITEM ("FEASIBILITY")

• STAGEBOX.ADDITEM ("INITIATE")

• STAGEBOX.ADDITEM ("DEVELOPMENT")

• STAGEBOX.ADDITEM ("DEVELOPMENT INTERIM 1")

• STAGEBOX.ADDITEM ("DEVELOPMENT INTERIM 2")

• STAGEBOX.ADDITEM ("QUALIFICATION")

• STAGEBOX.ADDITEM ("QUALIFICATION INTERIM 1")

• STAGEBOX.ADDITEM ("QUALIFICATION INTERIM 2")

• STAGEBOX.ADDITEM ("LAUNCH")

• STAGEBOX.ADDITEM ("ALL")

• END SUB

• PRIVATE SUB CANCELBUTTON_CLICK()

• CBFORM.HIDE

• END SUB

LET’S HEAR FROM YOU!

QUESTIONS?

BREAK-OUT SESSIONS & REFRESHMENTS

WHO WE ARE

PM PROVIDERS IS A FULL-SERVICE PROFESSIONAL SERVICES FIRM PROVIDING

PROJECT MANAGEMENT & COLLABORATION SOLUTIONS THAT DELIVER BUSINESS

RESULTS AND

DRIVE TRANSFORMATIONAL CHANGE.

WE DELIVER COMPREHENSIVE CONSULTING SERVICES WHICH ENABLE OUR

CLIENTS TO REALIZE KEY BUSINESS INITIATIVES THROUGH A UNIQUE

COMBINATION OF HIGHLY EFFECTIVE PARTNERING, TARGETED TRAINING, AND

STRATEGIC DEPLOYMENT OF PROJECT MANAGEMENT AND COLLABORATION

TECHNOLOGIES.

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http://www.mpug.com/

• CLAIMING PDUS: HTTPS://CCRS.PMI.ORG/CLAIM

• TONIGHT’S PDU # IS MSBPUG01 CLAIM 1 HOUR

THANK YOU

https://ccrs.pmi.org/claim

https://ccrs.pmi.org/claim