Being a Microsoft Project experts, share with the MPUG community a favorite tip to using Microsoft Project like a Pro?

Carl:  “The best strategy I can recommend is this: know how to get yourself out of a jam. For new users especially, Project can have a steep learning curve. A good learning strategy is to try things out to see what works and what doesn’t. But you probably want a safety net while you’re tying things out. To this end, one strategy I recommend is to save your MPP file just before you’re going to attempt something risky or unpredictable. If you don’t get the results you want, close the file without saving and then reopen it. It will be preserved in the last good state at which you saved it. Of course this strategy only works proactively, and you don’t always know when you’re headed down a path you don’t want to take in Project.

When something doesn’t work like you expected, there’s usually a way to back out your most recent actions and get back to a known good state. Use multi-level Undo. Ctrl+Z (Undo) applies to most but not all actions you can perform in Project. Normally you can undo a long sequence of your most recent actions. Both of these strategies reflect something I learned a long time ago. It’s a common misconception that expert users make fewer mistakes than novice users, but observation shows that expert users actually make more and bigger mistakes than novice users. The trick is that expert users know how to recover quickly and painlessly from most of their mistakes.”

Tim: “Whenever you’re unclear about how or where you can change something in Project, point at the item (or area) and right-click to bring up a context menu. Also don’t forget you can hover your mouse pointer over certain regions to get screentips about an item, such as descriptions for column headers or details about a Gantt bar. In addition, feel free to create new custom views and tables to meet different purposes. Many people will customize the default Gantt Chart view and Entry table for printing, for example, and then back out those changes after printing. Instead, make a copy of the view and modify the copy just for that purpose. You could have one Gantt chart view that you do your work in and one or two customized copies of that view that you can switch to for printing or sharing.”

What can readers expect to be able to do better after reading your book?   What is your writing style (i.e. how is this book written to help the audience learn faster, better, etc)?

“By completing our book, the reader will understand how to take advantage of Project’s scheduling engine. A little extra effort up front will save you a great deal of effort and headache as changes to the plan take place. The book is a self-paced tutorial. You complete the hands-on activities in the book using MPP practice files you download from the Web (instructions to do so are in the book). Each chapter is divided into sections. Each section contains an explanation of a key concept or feature set, and hands-on activities for applying the concept or feature set.

That’s the mechanics of it. Our instructional strategy is that you learn Project best while learning good project management practices.We developed this instructional strategy when we wrote our first edition of the book for Project 2000. We looked at the Project training content available then and by and large it covered Project primarily in terms of a set of features.

But here’s the gotcha of this approach: The Microsoft Word application, to pick one example, doesn’t care at all if you’re a great writer or a terrible writer. In either case, you can use pretty much all of Word’s feature set effectively. You can produce really terrible content that’s nicely formatted, for example (and I’m sure we’ve all seen this). Project, however is a different story. To use Project effectively you have to follow good project management practices. Here’s one example: you have to understand quite a bit about the nature of the work involved in two tasks before you can effectively apply lead or lag time to their task relationship. And more generally, you have to understand where your project has flexibility (say, in terms of time, cost or scope) and where it doesn’t and then manage the plan accordingly. In short, Project is used in the complex and well-studied domain of project management. We recognize this and integrate it into our instructional strategy throughout Project Step by Step.”

Do you have a favorite feature of Project 2013 that you can share with our audience?  If you could turn one feature “off” what would it be?

Carl: “The ‘Inactivate Tasks’ feature was introduced in Project 2010 (Pro only, not Standard), and I’ve found it to be very valuable. Specifically what I use it for is what I call “Plan A/Plan B” scheduling. I’ll build a plan accounting for what I expect will happen (Plan A), and then add a second sequence of tasks and assignments that describes an alternative scenario (Plan B). The Plan B might be what I hope will happen or what I most fear will happen, or just some other alternative that I want to account for. I then inactivate the Plan B tasks, leaving the Plan A version active. I can toggle which sets of tasks, Plan A or Plan B, are inactive but one set is always inactive while the other is active. This is a much simpler and cleaner way of doing what a lot of us previously would have used two different MPP files to do. I’ve also found that when consulting with others on projects they’re managing, I need to encourage them to account for contingencies or alternate plans (really all a part of risk management), and this feature does the trick. I think the feature works well because it helps you accomplish an important project management function while using a simple UI affordance that reminds me of revision tracking in Microsoft Word. People get the analogy to revision tracking and feel comfortable using what is really a very powerful feature in Project.”

Tim: “I wouldn’t say this would be a favorite feature but perhaps one that some users don’t take advantage of. There may be times when you don’t understand why a task is being scheduled in a particular way. The Task Inspector (Task tab, Tasks group, Inspect command) can help expose the what and why.”

 

Managing your daily work, writing a book, and contributing to the PM community must be incredibly time consuming.   How do find time (methods, systems, or “mad science”)?

Carl: “When we’re in ‘crunch mode’ writing a new edition of the book plus regular day jobs plus all the normal things you’d expect, it can be a challenge. For me, the key is keeping some work moving through the writing, editing and production pipeline at all times. It’s basically a throughput problem. We break the work into the smallest packages we can, so we can keep the work moving between Tim and me, and between us and our editors and production specialists. I personally am a morning person and I like to do my most demanding writing first thing in the morning, and handle the less mentally demanding tasks like edit incorp in the evenings. Tim and I also utilized Skype extensively for our collaboration. We’d normally use voice plus screen-sharing, and got excellent results with Skype.”