1. | www.catraining.co.uk | Tel: 020 7920 9500 | info@catrainingltd.co.uk | Computer Training & Personal Development Upgrading to Microsoft Office Project 2007

2. SECTION 1: Getting Started In this section you will learn: What Project 2007 is What is new in Project 2007 How to open Project 2007 How to use the Project Guide panes About the Project 2007 interface How to use menus and toolbars How to open and save Project files How to switch between open projects How to close Project files How to use the Help menu How to use the Help window How to get help in a dialog box

3. Lesson 1.1: Starting Out Welcome to Microsoft Project 2007! In this lesson, we’re going to focus on the basics: what Project 2007 is, what a project is, and how Project 2007 can help you.

4. Lesson 1.1: Starting Out What is Microsoft Office Project 2007? Project management application

5. Lesson 1.1: Starting Out Why Use Project 2007? Familiar interface Application designed for project mgmt. Helps you stay organized Easier to re-adjust if problems occur

6. Lesson 1.1: Starting Out What’s New in Project 2007? Visual Reports Multi-level Undo Change highlighting Task drivers Costs/Budgets Calendar Exceptions and Effective Dates Revised Custom Field Structure

7. Lesson 1.1: Starting Out Why Upgrade? New Updated Features Improved features for creating Gantt charts Changes in background colors of cells Calendar view enhancements 25 new Project templates

8. Lesson 1.1: Starting Out Our Favorite Features Multi-level undo Visual Reports Change Highlighting

9. Lesson 1.1: Starting Out Interface Overview

10. Lesson 1.2: Creating a Project In the last lesson you learned the basics of using the Microsoft Project 2007 interface. In this lesson, you will learn how to start our very own project. To start off, we’ll plan and create a new project and enter some basic information for it.

11. Lesson 1.2: Creating a Project Planning Your Project 1.Create a general outline. 2.Create a task list. 3.Make a list of resources. 4.Think about your costs.

12. Lesson 1.2: Creating a Project Creating Your Project File – New, New icon, Ctrl + N

13. Lesson 1.2: Creating a Project Entering Project Information Project – Project Information

14. Lesson 1.2: Creating a Project Setting Working Time Tools – Change Working Time

15. Lesson 1.2: Creating a Project Using the Project Guide Click Tasks button on Project Guide

16. Lesson 1.3: Creating Tasks A task is particular piece of work, objective, or accomplishment in your project that must be achieved for your project to be successful and complete. For example, to complete our software development we’ll need to test the software.

17. Lesson 1.3: Creating Tasks Entering New Tasks Type tasks in task entry list

18. Lesson 1.3: Creating Tasks Changing a Task’s Duration Use Start column or type a duration

19. Lesson 1.3: Creating Tasks Moving a Task Click task number, drag it

20. Lesson 1.3: Creating Tasks Inserting a Task Insert – Task

21. Lesson 1.3: Creating Tasks Deleting a Task Edit menu – Delete Task or Del key

22. Lesson 1.4: Creating Project Calendar Calendars are an important concept in Project 2007 because they will be used as the foundation for how the Project program schedules your tasks. Keep in mind that it is important to be as accurate as possible when setting up your calendar. If your calendar setup is off, your project scheduling will likely be incorrect as well.

23. Lesson 1.4: Creating Project Calendar Calendar Types Project, resource, and task calendars Standard, night shift, and 24 hour types

24. Lesson 1.4: Creating Project Calendar Setting up the Calendar Options button in Change Working Time

25. Lesson 1.4: Creating Project Calendar Creating a New Calendar Create calendar from Change Working Time dialog

26. Lesson 1.4: Creating Project Calendar Using Calendar View View – Calendar

27. Adjusting the Timescale Format – Timescale Lesson 1.4: Creating Project Calendar

28. Lesson 1.5: Getting Help in Project Microsoft Project 2007 has hundreds of commands. No matter how many books you read, how much you practice, or how much you use Project, it’s virtually impossible to memorize every command and every tool.

29. Lesson 1.5: Getting Help in Project Using the Help Menu Central location for Help commands

30. Lesson 1.5: Getting Help in Project Using the Help Window Help – Microsoft Project Help

31. Lesson 1.5: Getting Help in Project Using the Type a Question Box Type question, results appear in window

32. Lesson 1.5: Getting Help in Project Getting Help in a Dialog Box Click Help command to see related topics

33. In this section you will learn how to: Create a resource list Assign work and material to a resource Use the Resource Information dialog box Understand task indicators Use task calendars Use change highlighting Use the Task Drivers pane Assign a resource to a task Enter and view costs Use cost rate tables Understand fixed costs Understand cost resources Manually update costs Update tasks and the project Apply custom filters Use the Project Guide to track progress Understand status indicators Track overdue and completed tasks SECTION 2: Costs and Resources

34. Lesson 2.1: Resource Basics Besides tasks and schedules, resources are also an important part of any project. In Project 2007 you can view the relationship between tasks and resources in a project in terms of the following equation: Task Duration = Total Work / Resource Units

35. Lesson 2.1: Resource Basics Creating a Resource List View menu + Resource Sheet

36. Lesson 2.1: Resource Basics Assigning Work and Material to a Resource Assign work and material in the “Type” column

37. Lesson 2.1: Resource Basics Using the Resource Information Dialog Box Each Resource has its own information

38. Lesson 2.2: Working with Tasks You now know how to create tasks and specify resources. At this point, it is time to start learning how to work with your tasks. In this lesson you will learn about task indicators (symbols), about task calendars, about change highlighting, and how to use the Task Drivers feature.

39. Lesson 2.2: Working with Tasks Task Indicators This task has a note attached to it. This task has a hyperlink attached to it. Project has estimated that this task will finish later than its deadline date. This task has an inflexible constraint. This task has a flexible constraint. This task has not been completed in the constraint time frame. Indicates a recurring task. Indicates a completed task. This task is an inserted project.

40. Lesson 2.2: Working with Tasks Task Calendars Select Advanced tab and choose calendar

41. Lesson 2.2: Working with Tasks Using Change Highlighting View menu + Show Change Highlighting

42. Lesson 2.2: Working with Tasks Using the Task Drivers Pane Click Project Menu + Task Drivers

43. Lesson 2.2: Working with Tasks Assigning Resource to a Task Use Gantt Chart view Click field, select a resource to add

44. Lesson 2.3: Project Costs To a large extent, managing a project involves two main tasks: managing time and managing costs.

45. Lesson 2.3: Project Costs Entering Costs Type costs directly in standard/overtime rate

46. Lesson 2.3: Project Costs Using Cost Rate Tables Click a tab to setup resource cost tables

47. Lesson 2.3: Project Costs About Fixed Costs View menu + Table then click Cost

48. Lesson 2.3: Project Costs About Cost Resources View + Resource Sheet + Type + Cost

49. Lesson 2.3: Project Costs Viewing Costs View menu + Table then click Cost

50. Lesson 2.3: Project Costs Manually Updating Costs Tools + Option + Calculation Tab

51. Lesson 2.4: Updating & Filtering Your Project A key part of using Project to your advantage in this regard involves knowing how to update and track your progress.

52. Lesson 2.4: Updating & Filtering Your Project Updating Tasks Click Task ID + Tools + Tracking + Update Tasks

53. Lesson 2.4: Updating & Filtering Your Project Updating the Project Tools + Tracking + Update Project

54. Lesson 2.4: Updating & Filtering Your Project Applying Custom Filters Click AutoFilter on the toolbar

55. Lesson 2.5: Tracking Progress w/Project Guide So far in this section, we’ve seen how to update your project and how to keep an eye on how your project is progressing. In this lesson, we’re going to learn how to use the Project Guide to track your project’s progress.

56. Lesson 2.5: Tracking Progress w/Project Guide Opening the Project Guide Track Task Pane

57. Lesson 2.5: Tracking Progress w/Project Guide About Status Indicators There are 4 Status Indicators Task is complete. Task is not complete, but all scheduled work has been completed by the status date. All scheduled work has not been completed by the status date. If the field is blank, it means the task isn’t scheduled to start until after the status date.

58. Lesson 2.5: Tracking Progress w/Project Guide Tracking Overdue Tasks with Filters Project Guide track pane - Filter drop list

59. Lesson 2.5: Tracking Progress w/Project Guide Tracking Completed Tasks Track completed tasks using task indicators

60. In this section you will learn how to: Check spelling Select text Cut, copy, and paste Use undo and redo Insert page breaks Use the Reports dialog Create a pre-defined report and a custom report Open the Visual Reports dialog Choose and edit a report Create and modify a template Choose the OLAP cube Use the field picker Save a cube and a database Use the Copy Picture feature and the Copy Picture to Office Wizard Create a report with the Project Guide SECTION 3: Creating Reports

61. Lesson 3.1: Basic Editing Tasks Now that you know how to create a basic project layout, it is time to learn how to prepare and finalize it. Many of the editing and finishing tools in Project 2007 will be familiar to you if you have used other Microsoft Office programs.

62. Lesson 3.1: Basic Editing Tasks Checking Spelling F7 key or Tools –Spelling

63. Lesson 3.1: Basic Editing Tasks Selecting Text Click column heading, row header, cell

64. Lesson 3.1: Basic Editing Tasks Cutting, Copying, and Pasting Right-click menu, Edit menu, shortcuts

65. Lesson 3.1: Basic Editing Tasks Using Undo and Redo Edit menu, right-click menu, shortcuts

66. Lesson 3.1: Basic Editing Tasks Inserting Page Breaks Insert – Page Break

67. Lesson 3.2: Creating Reports If you are managing a major project, chances are that you’re going to want to develop a report on it at some point. Luckily, Project has some useful tools to easily summarize and organize key parts of your project.

68. Lesson 3.2: Creating Reports Using the Reports Dialog Box Click Report menu + Reports

69. Lesson 3.2: Creating Reports Creating a Pre-Defined Report Reports dialog and click Select

70. Lesson 3.2: Creating Reports Creating a Custom Report Reports dialog box + Custom + Select

71. Lesson 3.3: Creating Visual Reports Project 2007 provides a great way to produce eye catching project reports. This new feature, called Visual Reports, allows you to use Microsoft Excel or Visio report generation features to create reports based on Project 2007 information.

72. Lesson 3.3: Creating Visual Reports Opening the Visual Reports Dialog Click Report the Visual Reports

73. Choosing a Report Click the tab that you want to report Lesson 3.3: Creating Visual Reports

74. Editing a Report Click Edit Template

75. Lesson 3.3: Creating Visual Reports Creating a Template Click New Template, select options

76. Lesson 3.3: Creating Visual Reports Modifying a Template Checkmark next to the fields to modify

77. Lesson 3.4: Saving Cube Data There can be other uses for these data cubes, also known as OLAP (Online Analytical Processing) cubes, besides transferring data to Excel or Visio. For one, they can be used instead of a traditional database; moreover, they can be faster in certain instances than traditional relational databases.

78. Lesson 3.4: Saving Cube Data Choosing the OLAP Cube Click Report, Visual Reports then Save Data

79. Lesson 3.4: Saving Cube Data Using the Field Picker Select a cube type, click the Field Picker

80. Lesson 3.4: Saving Cube Data Saving the Cube Click the Save Cube button

81. Lesson 3.4: Saving Cube Data Saving a Database Click the Save Database button

82. Lesson 3.5: Using Other Reports Believe it or not, there are still more ways to create reports in Project 2007. In this final lesson on reports, you will learn about the Copy Picture feature, and you will learn how to create a report using the Project Guide.

83. Lesson 3.5: Using Other Reports Using the Copy Picture Feature Click the Report menu, then Copy Picture

84. Lesson 3.5: Using Other Reports Using the Copy Picture to Office Wizard Copy Picture to Office Wizard button

85. Lesson 3.5: Using Other Reports Creating a Report with the Project Guide Click Report = Report Project Guide pane

86. Lesson 3.5: Using Other Reports Creating a Report from a View with the Project Guide Views and Reports Pane

87. In this section you will learn how to: Start and update a resource pool Link a project to the pool Unlink a project from a resource pool Open the Organizer Copy, rename, and delete elements Use the Custom Forms toolbar Modify a form Use the Item and Edit Menus Create your own form Inserting objects Import and export data from Outlook Save a project as XML SECTION 4: Advanced Topics

88. Lesson 4.1: Project Versions Project 2007 will come in one of two basic varieties: Standard or Professional. Now we’re going to devote some time to explaining the differences between the two versions. This will also include Microsoft Project Server 2007 and the advantages that it can provide when working with projects in a distributed setting.

89. Lesson 4.1: Project Versions Project 2007 Standard vs. Project 2007 Professional Project Standard retains most of the basic functions of the Project Professional edition. The big difference between the two is that Project Professional has the ability to work with Project Server in a distributed enterprise setting, whereas Project Standard does not.

90. Lesson 4.1: Project Versions Description of Project Server 2007 The purpose of Project Server 2007 is to provide a means of centrally managing and standardizing projects of all shapes and sizes. Interaction with and management of the projects stored on the server is typically achieved by connecting to the server with Project Professional.

91. Lesson 4.1: Project Versions New Features in Project Server 2007 Improved Platform Programmability Improved Web Access Security Improved Extensibility Server Side Scheduling Project Server Queuing Service

92. Lesson 4.1: Project Versions Comparing Project Professional, Project Standard, and Project Server Project Professional 2007 Supports connection to Microsoft Project Server 2007 Project Standard 2007 Does not support connection to Project Server Project Server 2007 Can be accessed by Project Professional 2007 or with Internet Explorer (version 6.0 or later, via Project web access) Intended for standalone or enterprise project management (central management of project information from multiple remote sources) Intended for standalone project management (desktop project management) Intended for enterprise project management Useful for collaboration on a project by users in different locations

93. Lesson 4.2: Using Resource Pools A resource pool is a project file that serves as a master list of resources. You can link multiple projects to this resource pool to: Ensure consistency across projects Save you from entering the same information over and over again Prevent resource conflicts across different projects Allow you to see scheduling for all of your resources in one place

94. Lesson 4.2: Using Resource Pools Starting a Resource Pool (XP) Blank project, switch to Resource Sheet view

95. Lesson 4.2: Using Resource Pools Starting a Resource Pool (7/Vista) Blank project, switch to Resource Sheet view

96. Lesson 4.2: Using Resource Pools Linking a Project to the Pool Tools menu, Resource Sharing, Share Resources

97. Lesson 4.2: Using Resource Pools Unlinking a Project from a Resource Pool Tools menu, Resource Sharing, Share Resources, Use Own Resources

98. Lesson 4.2: Using Resource Pools Updating a Resource Pool Open the resource pool in question read-write

99. Lesson 4.3: Using the Organizer In Project 2007, you can copy or create tools like forms and macros. By default, these tools are stored in the current project file. For a form (or macro) to be accessible to all of your Projects it must be stored in the Project global file. Fortunately, Project 2007 provides a tool called the Organizer that can help you deal with this.

100. Lesson 4.3: Using the Organizer Opening the Organizer Tools menu, click the Organizer option

101. Lesson 4.3: Using the Organizer Copying Project Elements Copy button has directional arrows

102. Lesson 4.3: Using the Organizer Renaming Elements with the Organizer Select an element then click Rename

103. Lesson 4.3: Using the Organizer Deleting Elements Select the element to delete + Delete

104. Lesson 4.4: Creating Custom Forms Project 2007 provides a special set of interface components called forms. These forms allow you to enter specific types of resource or task related information. If you select a task (or resource) from your project, and then select a particular form, you will see the specific data from that task or resource in the form’s fields.

105. Lesson 4.4: Creating Custom Forms The Custom Forms Toolbar View, Toolbars then Custom Forms

106. Lesson 4.4: Creating Custom Forms Modifying a Form Select a form, then click Edit

107. Lesson 4.4: Creating Custom Forms Using the Edit Menu Edit menu in Form Editor

108. Lesson 4.4: Creating Custom Forms Using the Item Menu In the Toolbar, you will see Item

109. Lesson 4.4: Creating Custom Forms Creating your Own Form Click “New” in Custom Forms

110. Lesson 4.5: Using Project w/Applications You can use Project to work with other office applications from (like Excel or Visio). In addition to this, Microsoft Project 2007 also provides tools that allow you to interact with other applications like Outlook and Word.

111. Lesson 4.5: Using Project w/Applications Inserting Objects Task Information, Insert Object Icon

112. Lesson 4.5: Using Project w/Applications Importing Data from Outlook Tools menu and click Import Outlook Tasks

113. Lesson 4.5: Using Project w/Applications Exporting Data to Outlook File + Import/Export = Import/Export Wizard

114. Lesson 4.5: Using Project w/Applications Saving a Project as XML (XP) Save As, File Type, scroll to XML

115. Lesson 4.5: Using Project w/Applications Saving a Project as XML (7/Vista) Save As, File Type, scroll to XML