Hints and Tips Creating standards in Microsoft Project Andy Jessop – Managing Director Project Learning Limited

Why have standards? To create consistent views To have consistent project/resource/task definitions To share portfolio-wide information

Create views using common components Why use components? You can: Utilise standard building blocks Apply one table to many views Define JUST the fields you require

Views and Tables demo

Create consistent definitions Use codes to define projects, resources and tasks You can: Use masks to create structure Create lookup tables Apply codes to projects, resources and tasks

Creating and applying codes demo

Sharing components Components can be shared You can: Use the organiser to copy components between projects Import custom fields from one project to another

Sharing components demo

Enterprise-wide components Live within the Enterprise Global You can: Copy into Enterprise Global using the Organiser Use templates for standardising options

Enterprise-wide components demo

Conclusions Find out who needs and uses which components Gather good components from existing projects Educate project managers about standard components and how / why to use them Don’t let project managers reinvent the wheel

Thank you Andy Jessop Project Learning Limited Tel:01943– Download tips and tricks for free & try the Microsoft Project quiz online at: