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Hints and Tips Creating standards in Microsoft Project Andy Jessop – Managing Director Project Learning Limited
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Why have standards? To create consistent views To have consistent project/resource/task definitions To share portfolio-wide information
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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
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Views and Tables demo
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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
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Creating and applying codes demo
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Sharing components Components can be shared You can: Use the organiser to copy components between projects Import custom fields from one project to another
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Sharing components demo
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Enterprise-wide components Live within the Enterprise Global You can: Copy into Enterprise Global using the Organiser Use templates for standardising options
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Enterprise-wide components demo
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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
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Thank you Andy Jessop Project Learning Limited Tel:01943–466464 Email: andyj@projectlearning.net Download tips and tricks for free & try the Microsoft Project quiz online at: www.projectlearning.net/project_companion.htm
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