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Tag Archives: custom fields

Add a Calculated Status Indicator to Detail Tasks

While Project includes a Status field, it’s not always exactly what I want. I use a numeric field to calculate the status of detail tasks in the project plan, and display stoplights—Green, Amber, and Red—based on the calculated value. I’ve found it adds some immediacy to project status meetings. Note that this formula produces reliable…

The Agile Project Manager: How to Build Agile Projects in Microsoft Project

Now that you have the basics about what agile development entails, let’s look at how to build an agile project using the Microsoft Project suite (Project Professional, Project Server and Project Online). The key to success is to remember that Project is a relational database. Thus, it’s neither a waterfall tool nor an agile tool….

What-if-Scenarios Part 2 – Advanced Approaches to Scheduling with MS Project

Project Management Institute (PMI)® Professional Development Units (PDUs): This Webinar is eligible for 1 PMI® PDU in the Strategic category of the Talent Triangle. Event Description: This continuation of Leveraging MS Project / Project Online or Server for Project, to Program What-if-Scenarios will build upon both the best practices as well as show expanded options and…

Display Project Info and Task Count without Project

In the active project plan file, apply the proper command sequence to open the File Properties dialog box. In Project 2013, that’s File > Info > Project Information > Advanced Properties. 1. On the Custom tab, enter a name for the information you want to display. 2. Select a Type and select the checkbox Link…

Microsoft® Project Do’s and Don’ts: Creating a Risk Assessment Dashboard: Part 3

In Part One of this series I illustrated a simple method to identify, quantify and evaluate risk in tasks and projects. Part Two illustrated how to use the information from Part One to create a “Risk Assessment Dashboard”, complete with a custom table, lookup tables, formula and graphical indicators. This article will show how to use…

Microsoft® Project Do’s and Don’ts: Creating a Risk Assessment Dashboard: Part 2

In Part One, I presented a simple method to identify, quantify, and evaluate risk in projects and tasks. In this article, I will create a “Risk Assessment Dashboard” in Microsoft Project that’s based on that method. When completed it will look like this: I will create the “Risk Assessment Dashboard” in four steps: Step 1:…

Working with Teams in Project Online/Project Server 2013

Introducing Teams The Team feature was introduced way back in Project Server 2007, and has persisted through to Project Online.  The feature consists of the following parts. A Resource Enterprise Custom Field (ECF), called Team Name.  This is hard coded in Project Online. A lookup table that is associated with the Team Name ECF.  This…

Webinar: ProjectTalk – ‘WBS? RBS? LMNOP?’ – Project Server Deep Dive – Understanding the RBS

  Project Management Institute (PMI)® Professional Development Units (PDUs): This Webinar is eligible for 1 PMI® PDU in the Technical Category of the Talent Triangle. Event Description You’ve probably heard of a WBS. But what’s the RBS? Maybe you’ve heard of that too but aren’t really sure what it is or how it works? Come…

Smart Numbering Master Schedule Tasks

In a Consolidated Schedule, volatile IDs will show repeated numbers representing a task’s ID in a subproject.  This creates confusion and it is difficult to search a task by ID.  Therefore, when using a Consolidated Schedule (Master Schedule)[1], you need to differentiate one project from another.  One way to do this is to use a…

Webinar: Tips, Tricks, and Best Practices for Using Microsoft Project

Please log in above or start a free trial to view this video *Please note that the PMI® PDU credit for this session is not “mpugwebnlearn080911” as indicated in the video. The correct PDU is: mpugwebnlearn051711 Project Management Institute (PMI)® Professional Development Units (PDUs): This Webinar is eligible for 1.5 PMI® PDU in the Technical…

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