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Hints and Tips

Hints and Tips. Creating standards in Microsoft Project Andy Jessop – Managing Director Project Learning Limited. Why have standards?. To create consistent views To have consistent project/resource/task definitions To share portfolio-wide information. Create views using common components.

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Hints and Tips

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  1. Hints and Tips Creating standards in Microsoft Project Andy Jessop – Managing Director Project Learning Limited

  2. Why have standards? • To create consistent views • To have consistent project/resource/task definitions • To share portfolio-wide information

  3. Create views using common components • Why use components? You can: • Utilise standard building blocks • Apply one table to many views • Define JUST the fields you require

  4. Views and Tables demo

  5. Use codes to define projects, resources and tasks You can: Use masks to create structure Create lookup tables Apply codes to projects, resources and tasks Create consistent definitions

  6. Creating and applying codes demo

  7. Sharing components • Components can be shared You can: • Use the organiser to copy components between projects • Import custom fields from one project to another

  8. Sharing components demo

  9. Live within the Enterprise Global You can: Copy into Enterprise Global using the Organiser Use templates for standardising options Enterprise-wide components

  10. Enterprise-wide components demo

  11. Conclusions • Find out who needs and uses which components • Gather good components from existing projects • Educate project managers about standard components and how / why to use them • Don’t let project managers reinvent the wheel

  12. Thank you Andy Jessop Project Learning Limited Tel:01943–466464 Email: andyj@projectlearning.net Download tips and tricks for free & try the Microsoft Project quiz online at: www.projectlearning.net/project_companion.htm

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