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PMI Baltimore Chapter’s Virtual Meeting, April 7, 2010 Tips & Tricks for PMs & Advanced Users of MS Project presented by David Hunsberger Sponsored by Unisys Federal Systems
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2 Agenda 3:30 pmCall to Order/Housekeeping, Announcements & Introductions 3:45 pmTips & Tricks for PMs & Advanced Users of MS Project, presented by David Hunsberger 4:30 pmQ&A 4:45 pmInformation on PDUs and Recorded Session 4:55 pmClose of Meeting
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Housekeeping To prevent “noise”/feedback, either use microphone on your laptop or phone speaker (conference bridge), don’t use both Do NOT put this call on HOLD MUTE your phone/laptop unless asking a question –Use LiveMeeting Q&A, we will monitor throughout meeting and answer questions periodically Pre-registration for this meeting is highly encouraged –For those PMPs who did not pre-register you will need to do the following: For those attending on LiveMeeting – send an email to Thomas.Clyborne@Unisys.com with name, email address and phone number Thomas.Clyborne@Unisys.com For those attending in person – sign in on the attendance sheet Page 3
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Announcements April 9 PMI Baltimore Membership Survey ends ─ www.surveymonkey.com/s/CMDKFP2 May 12 Next Unisys Internal Meeting – Deltek & EVM PMCE/CMEx Mentoring Program Graduation (after CMEx Mtg) May 13 Comments due for PMI Practice Standard for Estimating Exposure Draft ─ http://www.pmi.org/Resources/Pages/Exposure-Drafts.aspx http://www.pmi.org/Resources/Pages/Exposure-Drafts.aspx May 17 One-Day Seminar, Coaching & Inspirational Leadership, presented by Lambert Consulting, Loyola Columbia Campus – Send email by April 22 to Loretta.Letke@unisys.com for chance to win FREE attendance (1 seat) Loretta.Letke@unisys.com June 2 Next PMI Baltimore Virtual Meeting, 3:30 pm EDT, Carl Pritchard’s presentation on Risk Management June 3 PMI WDC Golf Tournament, 1:30 pm Start, Westfields, Clifton, VA. Unisys is sponsoring this event and has a foursome. If you are interested in joining the foursome (FREE), send email to Marc.Shapiro@unisys.com (Unisys Federal employees only) by April 30 (must include handicap).Marc.Shapiro@unisys.com Page 4
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4/7/10 David Hunsberger – www.it7.com5 Part 1 - Navigating in Large Schedules David Hunsberger MCP – Microsoft Project (1995)
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4/7/10 David Hunsberger – www.it7.com6 People Tend to Fear Large Schedules This Causes Them to Force Large Projects into Smaller Schedules Not Having Enough Detail Reduces Schedule Quality and “Power” (The “Fat Briefcase” Anecdote) The Problem…
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4/7/10 David Hunsberger – www.it7.com7 Overcome Our Fear of Large Schedules Navigating Our Way Around Large Schedules is Key to This Custom Filters are Great Navigation Aids The Solution…
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4/7/10 David Hunsberger – www.it7.com8 The “Sweet Spot” for Task Durations is Between 1 and 5 Days, Some Would Say Shorter and Longer Tasks May Also be Necessary (Key Meetings; “LOE” Tasks) Don’t Forget Milestones (Zero Duration) Background Factors…
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4/7/10 David Hunsberger – www.it7.com9 Lets Look First at Filters Some Standard Project Filters Help Here – such as the Date Range and Task Range (ID) Filters But The Best Navigation Filters Need to Be Custom Made
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4/7/10 David Hunsberger – www.it7.com10 Let’s Build a “Name Contains” Filter to find any word we choose
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4/7/10 David Hunsberger – www.it7.com11 Custom Filters – Go To “Project” – “Filtered For” – “More Filters”
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4/7/10 David Hunsberger – www.it7.com12
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4/7/10 David Hunsberger – www.it7.com13
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4/7/10 David Hunsberger – www.it7.com14 This pops up a little dialogue box… Suppose we ask for the word “Requirement” …
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4/7/10 David Hunsberger – www.it7.com15
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4/7/10 David Hunsberger – www.it7.com16 Another Navigation Aide: – Use the Show Button to Display High-Level Summary Tasks, and Drill Down from There
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4/7/10 David Hunsberger – www.it7.com17 Here are the results for “Outline Level 2:
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4/7/10 David Hunsberger – www.it7.com18 Hands-on Demo End of Part 1
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4/7/10 David Hunsberger – www.it7.com19 Part 2 - Creating Networks (without 3 rd Party Add-Ins) – Some Tips for Using the “Native” Network Functionality within Microsoft Project
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4/7/10 David Hunsberger – www.it7.com20
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4/7/10 David Hunsberger – www.it7.com21
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4/7/10 David Hunsberger – www.it7.com22
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4/7/10 David Hunsberger – www.it7.com23 Two Key Menu Items to Work With
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4/7/10 David Hunsberger – www.it7.com24 The Defaults are Shown ~~~ Change Five Settings Set On Set Off
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4/7/10 David Hunsberger – www.it7.com25 This is where you choose which fields go in the network boxes The default shapes need some tweaking to save space
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4/7/10 David Hunsberger – www.it7.com26 Edit this to pick which fields go in the template Notice the strange field names – these are custom composites
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4/7/10 David Hunsberger – www.it7.com27 Finally – This is where the fields are set But wait – I need to go even deeper…
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4/7/10 David Hunsberger – www.it7.com28 One more layer deep to set the general characteristics of the boxes
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4/7/10 David Hunsberger – www.it7.com29 How do I customize the contents of a field? ID + UID Codes for: “Start No Earlier” Constraint, No Pred, No Succ Lead + Responsible Organization
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4/7/10 David Hunsberger – www.it7.com30 One more layer deep to set the general characteristics of the boxes How do I customize the contents of a field?
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4/7/10 David Hunsberger – www.it7.com31 Hands-on Demo End of Part 2
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Q & A Page 32
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PDU Info for Today’s PMI BC Virtual Meeting PDU Category = Category 3 Category Type = Report a Component 1-2 PDU Event PDU Number: C078-100407 –Component ID – C078 (In Step 2, enter ONLY C078 and click on it – it’s a link) –Activity Meeting Number = 100407 Activity Name = April 2010 PMI Baltimore Chapter Virtual Meeting Number of PDUs = 1 PDU POC: Loretta Letke, PMP, PMI Baltimore Chapter VP, Membership Phone Number: 443-756-9295 Email: loretta.letke@pmibaltimore.orgloretta.letke@pmibaltimore.org TIP: Take a screen shot of this information Page 33
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