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Tag Archives: summary tasks

Webinar: Microsoft® Project Do’s and Don’ts

  Project Management Institute (PMI)® Professional Development Units (PDUs): This Webinar is eligible for 1.5 PMI® PDU in the Technical Category of the Talent Triangle. Event Description:  This session will walk the attendee through 9 practices that are sure to be problematic. Topics will include but are not limited to: Including summary tasks in project…

Webinar: Tips and Tricks from Project 2013 Plain and Simple

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: In this session Ben discusses some of his top tips and tricks for Project 2013. If you would like to know all of them, check out his book, “Microsoft Project…

Ask the Experts: Reports on Over-allocated Resources

Carol from Madison, WI asks: Is there a view where I can see the summary tasks as well as the detail tasks for over-allocated resources? I’d also like to see the resource usage for the resources at the same time. Answer: I understand your desire to see this information. When schedulers reuse the same task…

Microsoft Project 2010 Feature Rally: Sync to SharePoint

Sync to SharePoint is a useful feature for those organizations that have SharePoint 2010, but not Project Server 2010 — or for those that have both, but prefer to use a simple SharePoint task list to publish project plans rather than Project Server 2010. Usage is simple. First, you set up the SharePoint list. In…

Ask the Experts: Exporting Only Tasks to Excel

Heather from Naperville, IL asks: When I export tasks to Excel, I seem to export summary tasks, milestones, and detail tasks. Is there any way to export just detail tasks? Answer: With the help of a custom filter you will be able to accomplish this type of export. A detail task filter could also be…

Ask the Experts: Printing Notes in a Project

Amit of Boston, MA asks, “During class you are encouraging us to use the three sets of notes in Microsoft Project to help journalize information of how a project was performed. Is there a report to print these notes in a format that’s easier to read?” Answer: Good question — and a good idea. Printing…

Ask the Experts: When Linking Summary Tasks Makes Sense

Ron from Cleveland, OH asks: Is it a good practice or bad to link summary tasks? Answer: In general I don’t believe that it’s a best practice to link summary tasks within a work breakdown structure (WBS). Here are some of the reasons: It’s the detail tasks and the milestones that move a schedule ahead…

How to Show Progress on a Summary Task

When you have a summary of tasks where some tasks are ahead of schedule and others are behind, it’s hard to tell if you’re ahead or behind overall. This is simply because summary tasks in Microsoft Project don’t show progress by default. However, it’s very easy to fix by following the steps below: Place your…

Stop All the Clicking!

It takes a lot of clicks to get the actions I need. Do you have any shortcuts to cut down on the amount of clicking that I have to do? I know that several actions can take three or four clicks to get to where you need to be. Here are a few suggestions that…

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