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Category: Articles

Creating a Risk Matrix Report in Project Online

Written on July 18, 2017 by

When using Microsoft Project Online to plan, manage, track and control projects, project managers can benefit from using collaboration capabilities that are available in the platform. For each new project you start, there’s the option to set up a Project Site in which project artifacts — such as risks, issues and documents — can be…

Resource Leveling: Limitations

Written on July 17, 2017 by

In prior articles I’ve reviewed how leveling determines which task to delay and the techniques Microsoft Project can use to resolve those allocations. In this article you learn about additional resource leveling limitations. Contrary to what you might think, leveling doesn’t always resolve every overallocation. I know, it’s hard to believe, isn’t it? Prior articles…

PMO-in-A-Box

Written on July 11, 2017 by

A few months ago I wrote about the structure of the project management office or PMO. In that article I referenced the concept of the ad hoc PMO — one that’s formed to meet a specific goal, such as for training project managers or performing an audit on a portfolio of projects. What I didn’t…

Resource Leveling: Leveling Fields

Written on July 10, 2017 by

Welcome back to our series on resource leveling! This article wraps up the core leveling functionality by examining the leveling fields available to: Override leveling options at a task or resource level; and Review leveling changes or impacts. Override Fields “Level Assignments” This Yes/No field is a task level override for the project-level “Leveling can…

8 Simple Ways to Build Customer Rapport

Written on July 5, 2017 by

Meeting a new client for the first time can be challenging; especially when they have a reputation for being difficult. What is the best way to establish a positive relationship with a demanding client who doesn’t always get along with others? What do you do? How do you build a good rapport? Each situation is…

Resource Leveling: Understanding Split Task Options

Written on July 3, 2017 by

Simply defined, the word “split” means “to break apart.” There are many types of splits in the world, ranging from banana splits to stock splits. And not to be left behind, Microsoft Project allows tasks to be split. But what does “split” mean within the context of resource leveling and what actually happens when Project…

The Use of Strategy in Microsoft Project Online

Written on June 27, 2017 by

During Microsoft Project Online implementations, our clients and users often ask two questions: What is the best practice for using Strategy, the portfolio analysis, feature in Microsoft Project Online? Can we depend on the outcome of a portfolio analysis process? In this article I address both. The main goal of portfolio analysis is to identify,…

Resource Leveling: Resolution Options

Written on June 26, 2017 by

In prior articles, we’ve talked about two of the three resource leveling components. The first component, leveling mechanics, defines what will be leveled and when leveling will occur. The second component, leveling hierarchy is a decision tree for defining the tie-breaker aspects of leveling. In other words, it determines which task stays put and which…

MPUG High Five Videos

Written on June 23, 2017 by

  MPUG High Five Video Submission Contest  Create a High Five Video & you’ll automatically be entered into a random drawing for one of many $1,000 cash prizes! Contact us at info@mpug.com or click here, for more details Automatically Format Milestones and Summary Tasks Customizing Your Quick Access Toolbar Want to learn more? MPUG has in-depth…

Do’s and Don’ts of Dealing with Conflict

Written on June 20, 2017 by

The field of project management is a demanding one. It takes a great deal of training and experience to become an effective project manager, which is the reason why there’s such a high demand for them in the job market. Common skills needed to effectively manage projects include a clear vision of the goals to…

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