butterflylifecycleAs organizations work to improve their project management maturity level, they often develop and document methodologies that include standardized processes and best practices. However, incorporating these standards and processes directly into project planning and execution efforts can prove challenging because these materials aren’t always easily accessible. Instead, these artifacts frequently end up in a dusty binder or just floating around unused in a corner of the company’s intranet.

I’m going to share three quick techniques for integrating this critical information within Microsoft Project, so it’s available and easily accessible when you need it.


Watch Ira Brown as he dives deeper into this topic in the MPUG webinar, “Integrating Your Project Lifecycle Methodology with Microsoft Project,” on-demand. During this hour-long recording, Ira will describe how to use these and other tools effectively to boost your project management practices.


The Microsoft Project Notes field: When you copy methodology content directly into the Project Information Notes field, a Notes indicator is displayed. Hovering over the indicator provides a preview of the Notes text.Ira_Brown_figure_1

Hyperlink to documents: Another technique for integrating organizational methodology artifacts in the project planning and execution process is to embed methodology documents directly into Project and leveraging Project’s hyperlink capabilities.

Use this third-party app: The Knowledge Widgets application from Project Widgets takes the integration process to a new level by helping organizations integrate and deploy methodologies into Project. With Knowledge Widgets, when you click on a task, you automatically see that task’s methodology content, as well as links to all documents and templates associated with the task.