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Sponsored by Unisys Federal Systems

PMI Baltimore Chapter’s Virtual Meeting, April 7, 2010 Tips & Tricks for PMs & Advanced Users of MS Project presented by David Hunsberger. Sponsored by Unisys Federal Systems. Agenda. 3:30 pm Call to Order/Housekeeping, Announcements & Introductions

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Sponsored by Unisys Federal Systems

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  1. PMI Baltimore Chapter’s Virtual Meeting, April 7, 2010Tips & Tricks for PMs & Advanced Users of MS Project presented by David Hunsberger Sponsored by Unisys Federal Systems

  2. Agenda • 3:30 pm Call to Order/Housekeeping, Announcements & Introductions • 3:45 pm Tips & Tricks for PMs & Advanced Users of MS Project, presented by David Hunsberger • 4:30 pm Q&A • 4:45 pm Information on PDUs and Recorded Session • 4:55 pm Close of Meeting

  3. Housekeeping • To prevent “noise”/feedback, either use microphone on your laptop or phone speaker (conference bridge), don’t use both • Do NOT put this call on HOLD • MUTE your phone/laptop unless asking a question • Use LiveMeeting Q&A, we will monitor throughout meeting and answer questions periodically • Pre-registration for this meeting is highly encouraged • For those PMPs who did not pre-register you will need to do the following: • For those attending on LiveMeeting – send an email to Thomas.Clyborne@Unisys.com with name, email address and phone number • For those attending in person – sign in on the attendance sheet

  4. Announcements • April 9 PMI Baltimore Membership Survey ends • www.surveymonkey.com/s/CMDKFP2 • May 12 Next Unisys Internal Meeting – Deltek & EVM PMCE/CMEx Mentoring Program Graduation (after CMEx Mtg) • May 13 Comments due for PMI Practice Standard for Estimating Exposure Draft • http://www.pmi.org/Resources/Pages/Exposure-Drafts.aspx • May 17 One-Day Seminar, Coaching & Inspirational Leadership, presented by Lambert Consulting, Loyola Columbia Campus – Send email by April 22 to Loretta.Letke@unisys.com for chance to win FREE attendance (1 seat) • June 2 Next PMI Baltimore Virtual Meeting, 3:30 pm EDT, Carl Pritchard’s presentation on Risk Management • June 3PMI WDC Golf Tournament, 1:30 pm Start, Westfields, Clifton, VA. Unisys is sponsoring this event and has a foursome. If you are interested in joining the foursome (FREE), send email to Marc.Shapiro@unisys.com (Unisys Federal employees only) by April 30 (must include handicap).

  5. Part 1 - Navigating in Large Schedules David Hunsberger MCP – Microsoft Project (1995) David Hunsberger – www.it7.com 5 4/7/10

  6. People Tend to Fear Large Schedules This Causes Them to Force Large Projects into Smaller Schedules Not Having Enough Detail Reduces Schedule Quality and “Power” (The “Fat Briefcase” Anecdote) The Problem… David Hunsberger – www.it7.com 6 4/7/10

  7. Overcome Our Fear of Large Schedules Navigating Our Way Around Large Schedules is Key to This Custom Filters are Great Navigation Aids The Solution… David Hunsberger – www.it7.com 7 4/7/10

  8. The “Sweet Spot” for Task Durations is Between 1 and 5 Days, Some Would Say Shorter and Longer Tasks May Also be Necessary (Key Meetings; “LOE” Tasks) Don’t Forget Milestones (Zero Duration) Background Factors… David Hunsberger – www.it7.com 8 4/7/10

  9. Lets Look First at Filters Some Standard Project Filters Help Here – such as the Date Range and Task Range (ID) Filters But The Best Navigation Filters Need to Be Custom Made David Hunsberger – www.it7.com 9 4/7/10

  10. Let’s Build a “Name Contains” Filter to find any word we choose David Hunsberger – www.it7.com 10 4/7/10

  11. Custom Filters – Go To “Project” – “Filtered For” – “More Filters” David Hunsberger – www.it7.com 11 4/7/10

  12. David Hunsberger – www.it7.com 12 4/7/10

  13. David Hunsberger – www.it7.com 13 4/7/10

  14. This pops up a little dialogue box… Suppose we ask for the word “Requirement” … David Hunsberger – www.it7.com 14 4/7/10

  15. David Hunsberger – www.it7.com 15 4/7/10

  16. Another Navigation Aide: – Use the Show Button to Display High-Level Summary Tasks, and Drill Down from There David Hunsberger – www.it7.com 16 4/7/10

  17. Here are the results for “Outline Level 2: David Hunsberger – www.it7.com 17 4/7/10

  18. Hands-on Demo End of Part 1 David Hunsberger – www.it7.com 18 4/7/10

  19. Part 2 - Creating Networks (without 3rd Party Add-Ins) – Some Tips for Using the “Native” Network Functionality within Microsoft Project David Hunsberger – www.it7.com 19 4/7/10

  20. David Hunsberger – www.it7.com 20 4/7/10

  21. David Hunsberger – www.it7.com 21 4/7/10

  22. David Hunsberger – www.it7.com 22 4/7/10

  23. Two Key Menu Items to Work With David Hunsberger – www.it7.com 23 4/7/10

  24. Set On Set Off The Defaults are Shown ~~~ Change Five Settings Set On Set On Set On David Hunsberger – www.it7.com 24 4/7/10

  25. This is where you choose which fields go in the network boxes The default shapes need some tweaking to save space David Hunsberger – www.it7.com 25 4/7/10

  26. Edit this to pick which fields go in the template Notice the strange field names – these are custom composites David Hunsberger – www.it7.com 26 4/7/10

  27. But wait – I need to go even deeper… Finally – This is where the fields are set David Hunsberger – www.it7.com 27 4/7/10

  28. One more layer deep to set the general characteristics of the boxes David Hunsberger – www.it7.com 28 4/7/10

  29. How do I customize the contents of a field? ID + UID • Codes for: • “Start No Earlier” Constraint, • No Pred, • No Succ Lead + Responsible Organization David Hunsberger – www.it7.com 29 4/7/10

  30. How do I customize the contents of a field? One more layer deep to set the general characteristics of the boxes David Hunsberger – www.it7.com 30 4/7/10

  31. Hands-on Demo End of Part 2 David Hunsberger – www.it7.com 31 4/7/10

  32. Q & A

  33. PDU Info for Today’s PMI BC Virtual Meeting • PDU Category = Category 3 • Category Type = Report a Component 1-2 PDU Event • PDU Number: C078-100407 • Component ID – C078 (In Step 2, enter ONLY C078 and click on it – it’s a link) • Activity Meeting Number = 100407 • Activity Name = April 2010 PMI Baltimore Chapter Virtual Meeting • Number of PDUs = 1 PDU • POC: Loretta Letke, PMP, PMI Baltimore Chapter VP, Membership • Phone Number: 443-756-9295 • Email: loretta.letke@pmibaltimore.org • TIP: Take a screen shot of this information

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