Do more in less time!   This book’s packed with intensely useful Project 2013 knowledge, tips, and shortcuts you just won’t find anywhere else. It’s the fastest, best way to master every phase of project management with Project 2013: initiation, planning, scheduling, resource assignments, tracking, revision, completion, and more. You’ll get comfortable with Project 2013’s most valuable new features…master powerful new cloud-based tools for running your projects…even learn to manage complex project portfolios for your entire organization!   • Discover what’s new in Project 2013 and get started with new projects fast • Apply project management best practices through Project 2013 • Initiate, plan, and organize projects to maximize your odds of success • Create realistic schedules for your project and all your team members • Define task logic to intelligently link sequences of activities • Identify and eliminate bottlenecks before they interfere with your project • Use Project’s automated scheduling engine to optimize efficiency • Review and tweak your schedule using views, tables, filters, and groups • Track your project’s progress and analyze your performance to date • Adjust resources, tasks, and schedules to reflect project changes • Officially close your project, and evaluate it via Lessons Learned analyses or Earned Value tracking • Tailor Project 2013 to your individual and organizational needs • Leverage Project 2013’s powerful cloud-based collaboration features • Customize reports, including Project 2013’s advanced Visual Reports • Work with multiple projects at once and resolve complex resource allocation problems • Integrate Project 2013 with other Microsoft Office and third-party applications All In Depth books offer • Comprehensive coverage with detailed solutions • Troubleshooting help for tough problems you can’t fix on your own • Outstanding authors recognized worldwide for their expertise and teaching style   Learning, reference, problem-solving...the only Project 2013 book you need!  

Table of Contents:
I Getting Started with Microsoft Project 2013   1 Power of Microsoft Project 2013 1 Essentials of Project Management 1  Projects Are Temporary 3  Project Objectives Are Specific and Measurable 3  Projects Are Constrained by Time, Cost, Scope, and Quality 3 What Project Can Do for You 5 Enterprise Versus Standard Thinking 7  Desktop Tools: Project Standard and Project Professional 7 What’s New in Project 2013 8  Reports 8 Consultants’ Tips 11  Go Ahead and Ignore Project  Management If It Suits Your Role 11  Communicate 11  Define Project Roles 11  Define Project Deliverables Prior to Building the Schedule 12  Define the Project Goal 12  Create the Work Breakdown Structure 12  Communicate the Schedule to Your Project Team 12  Acquire Commitment from the Project Team 13  Track Your Project Performance During Execution 13  Close Your Project and Retain History 13   2 Microsoft Project Quick Start 15 Five Process Groups for Projects 16  Initiating Process Group 16  Planning Process Group 17  Executing Process Group 17  Monitoring and Controlling Process Group 17  Closing Process Group 18 Navigating Project 18  Introducing the Gantt Chart View 21  Scrolling, Selecting, and Entering Data Fields 23  Exploring the Look and Feel of Project 23  Exploring the Project Window 24  Project’s Help Feature 25 Using Team Planner to Start Managing Resources Quickly 26 Define Project Scope 27  Build and Decompose the WBS 28  Create a Project Schedule Using Microsoft Project 30  Use Project Schedule Templates or Create a New Project 31  Set Project Attributes 32  Build Your Project Schedule Using the WBS 35  Enter or Adjust Summary Tasks and Subtasks 36  Create Milestones 37  Set Deadlines 38  Create Task Dependency Relationships 39  Create Your Team and Assign Resources 41  How Duration, Work, and Resource Units Affect Your Project Schedule 44  Enter Estimates 45  Review the Schedule for Overallocation or Other Potential Issues 46  Inactivating Tasks 47  Baseline Your Schedule 48 Track Your Project 49  Obtain Project Status 49  Enter Your Tracking Data 50  Analyze Your Status 53 Close Your Project 54 Consultants’ Tips 55  Formulas That Affect Your Schedule 55  Create a WBS 55  80/20 Rule 56  Project Is a Tracking Tool 56  Always Baseline! 56  Split Window and Views 56   3 Microsoft Project and the Project Management Domain 57 History of Project Management 57 Exploring Project Management Industry Standards 58  Project Management Body of Knowledge (PMBOK) 58  PRINCE2 61 WBS, Phases and Control Points, Methodologies, and Life Cycles 63  Work Breakdown Structure (WBS) 63  Managerial Control 64 Using Microsoft Project with Methodologies and Life Cycles 65  Waterfall Development Process 66  Iterative Development 66  Research Project 69 Accommodating Teaming Styles 69 Consultants’ Tips 70  Determine the Approach to Use in Managing Your Project 70  Use WBS as a First Step in Project Definition 70  Use the 5×9 Checklist for Planning 70   II Organizing for Success—Project Initiation and Planning   4 Getting Started After the Business Initiative Is Approved 71 Organizing Projects for Success 71  Define Measure of Success 72  Clarify Constraints and Boundaries 73  Define the Final Deliverables 74  Establish Change Control Process 75 Work Breakdown Structure 76  Work Breakdown Structure Concepts 76  WBS and Scheduling 78  Use of Templates 80 WBS Numbering 80  Creating Custom WBS Codes 82  Inserting, Deleting, and Moving Tasks with Custom WBS Codes 84  Editing Custom WBS Codes 84  Renumbering the Custom WBS Codes 86 Scope Control and Change Control 87 Consultants’ Tips 87  Understanding a Work Breakdown Structure 87  Define the Full Scope of Your Project 87  Build WBS First 88  Define Project Work Packages 88   5 Setting Up Project for Your Use 89 Setting the Task Mode 89  Setting the Task Mode 89  Understanding the Task Mode 91 Defining Project Information 91  Understanding the Project Information Dialog Box 92  Defining Project Properties 97 Defining Calendars 101  Calendar Hierarchy 102  Modifying and Defining Base Calendars 102  Setting Project and Resources Calendar 108 Defining Custom Fields 112  Custom Fields Concept 112  Defining Custom Fields 114 Defining Environment Options 115  Defining Project Standards 116 Consultants’ Tips 130   6 Creating Your Project Schedule 131 Entering Project Tasks 131  Entering Tasks Using the Gantt Chart View 132  Creating Task Names 139  Entering Task Durations 141  Editing Tasks Using the Task Information Dialog Box 146 Manipulating the Task List 148  Displaying Long Task Names 148  Adjusting the Height of Task Rows 149  Undoing Changes in the Task List 150  Inserting, Deleting, and Clearing 151 Copying, Cutting, and Moving Tasks 152  Using the Fill Command 153 Defining Summary Tasks and Subtasks 154  Understanding Duration of Summary Tasks 155  Indenting and Outdenting Tasks 155  Collapsing and Expanding the Outline 157  Editing Outlined Projects 158  Selecting the Display Options for Outlining 158  Using Rollup Taskbars 159 Defining Milestones 160 Attaching Notes to Tasks 162  Typing and Formatting Notes 163  Inserting Hyperlinks in Notes 164  Inserting Objects in Notes 165  Attaching Notes to the Overall Project 167 Attaching Hyperlinks to Tasks 168  Attaching Hyperlinks to Existing Files or Web Pages 168  Attaching Hyperlinks to New Files 170  Attaching Hyperlinks to Tasks or Resources in the Same Project 170  Using Hyperlinks to Create Email Messages 171  Editing and Deleting Hyperlinks 171  Placing Hyperlinks in the Custom Text Fields 171 Defining Recurring Tasks 172  Creating Recurring Tasks 172  Editing Recurring Tasks 175 Creating WBS Codes 176 Using Other Views to Create Tasks 176  Using the Task Entry View 177  Using the Task Sheet View 178 Using the Timeline View 179 Consultants’ Tips 182   7 Defining Task Logic 183 Manipulating Your Schedule 185  Using the Multiple Undo and Redo Feature 185  Using Change Highlighting to View Changes 185 Linking Tasks 186  Understanding Task Relationships 187  Defining Dependency Links 187  Defining the Types of Dependency Link Relationships 189  Using the Finish-to-Start Relationship 190  Using the Start-to-Start Relationship 190  Using the Finish-to-Finish Relationship 191  Using the Start-to-Finish Relationship 192  Choosing the Dependent Tasks 193  Allowing for Delays and Overlaps 194  Entering Leads and Lags 195  Linking Summary Tasks 196  Creating Links by Using the Menu or Toolbar 197  Creating Links by Using the Task Information Dialog Box 198  Creating Links by Using the Task Form View 199  Creating Links by Using the Entry Table 201  Creating Links by Using the Mouse 203  Working with Automatic Linking Options 205  Modifying, Reviewing, and Removing Dependency Links 206  Auditing Task Links 207  Using the Task Inspector 209  Using Task Path 210 Defining Constraints 211  Understanding Types of Constraints 212  Entering Task Constraints 216  Creating Constraints in the Task Information Dialog Box 216  Creating Constraints in a Task Table 218  Creating Constraints in the Task Details Form 219  Responding to Warnings from the Planning Wizard 220  Deciding to Honor Links or Honor Constraints 221  Finding and Reviewing Tasks That Have Constraints 224  Removing Task Constraints 225  Resolving Conflicts Caused by Constraints 225  Creating a Modified Constraint Dates Table 226 Performing Advanced Actions on Tasks 227  Entering Deadline Dates 227  Filtering for Missed Deadline Dates 229  Splitting Tasks 229 Consultants’ Tips 232  The Deadline Feature 232  Scheduling Logic 232  Deadlines Versus Sponsor Schizophrenia 232  Connecting Tasks with the Mouse 233  Showing Detail in the Gantt Chart 233   8 Defining Project Resources 235 Understanding How Project Uses Resources and Costs 235  Cost Resources 237 Defining Resources and Resource Information 237  Understanding Resource Types 238  Understanding Budget Resources 238  Distinguishing Single and Group Resources 238  Using Generic Resources for Common Skills 239 Using the Resource Sheet View 239 Defining Resource Information Using the Resource Information Dialog Box 241 Using the Resource Fields to Define Resource Details 242  Using the Resource ID Field 242  Interpreting the Indicator Field 243  Specifying Resource Names Using the Name Field 243  Using Resource Type to Categorize Resources 243  Using the Material Label to Specify Units of Resource Measure 244  Using the Initials Column to Shorten Resource Names 244  Using the Group Field to Categorize Resources 245  Using the Max Units and Resource Availability Table to Specify Resource Availability 246  Selecting Resource Calendar to Specify Resource Base Availability 249  Specifying the Resource Working Time 249 Defining Resource Costs 252  Applying the Standard Rate to a Resource 252  Applying the Overtime Rate to a Resource 253  Applying the Cost Per Use to a Resource 254  Understanding the Cost Rate Tables 254  Selecting the Cost Accrual Type 256 Using the Task Form View to Add Additional Resources 256 Understanding Resource Constraints 257 Working with Resources 258  Setting the Automatically Add New Resources and Tasks Option 258  Sorting Resources 259  Grouping Resources 263  Filtering Resources 264 Consultants’ Tips 267   9 Understanding Work Formula Basics 269 Understanding Task Levels 269 Work, Duration, and Units 270 Tasks with Multiple Assignments 271 Understanding Resource and Task Assignments 272 Reviewing the Essential Components of Work Resource Assignments 272 Understanding the Resource Assignment Fields 273  Assigning a Resource to a Task 274  Understanding the Assignment Units Field 274  Assigning the Work 277  Assigning the Duration 278 Understanding the Work Formula 278  Applying the Work Formula in New Assignments 279  Applying the Work Formula in Changes to Existing Assignments 288 Selecting Task Settings 289  Setting the Task Type 291 Schedule Modifiers That Affect the Complexity of the Scheduling Engine 292  Task Mode 293  Project Scheduling the Resource Assignment to Start When the Task Starts 293  Splitting Task Assignments 293  Scheduled Delay Effects 293  Leveling Delay Effects 294  Work Contour Effects 294  Resource Availability Effects 295  Calendar Effects 296  Effort-Driven Task Effects 296  Effects of Using Driver Resources 297 Consultants’ Tips 297  80/20: Using Task Modes 297  Work Formula Factors 298  80/20: Using Task Types 298  80/20: Using Effort-Driven Task Types 298  The Difference Between Calendar Duration and Actual Assignment Duration 299   10 Scheduling Single and Multiple Resource Assignments 301 Mechanisms: Methods for Adding Resources 302  Adding Resources Using the Assign Resources Dialog Box 302  Adding Resources by Using Drag-and-Drop 303  Assigning Resources with the Team Planner View 304  Assigning Resources with the Task Entry View 305  Assigning Resources Using the Task Information Dialog Box 306  Assigning Resources with the Task Table 308 Creation: Assigning a Single Resource 309  Assigning a Resource Using the Assign Resources Dialog Box 310 Creation: Assigning Multiple Resources 312  Calculating Task Duration with Multiple Resources 312  Understanding Effort-Driven Tasks 313  Understanding the Driver Resource Concept 317 Maintenance: Modifying Existing Resource Assignments 320  Modifying Resource Assignments 321  Entering the Assignment Values 322  Assigning Resources with the Task Usage View 325  Modifying Work Schedules with the Task Usage View 326  Using the Assignment Information Dialog Box 329  Scheduling a Late Start for an Assignment 330  Splitting a Task Assignment 333  Removing Resource Assignments from One or More Tasks 333  Replacing a Resource on an Assignment 335 How-To’s: Modifying Resource Assignments 336  Graphing Resource Availability 336  Scheduling Resources for a Specific Amount of Work 339  Contouring Resource Usage 339  Selecting a Predefined Contour Using the Assignment Information Dialog Box 344  Using Overtime to Shorten Duration 345  Selecting a Cost Rate Table for an Assignment 348  Assigning Fixed Costs and Fixed Contract Fees 349  Scheduling with Task Calendars 351  Adding Delay to an Assignment 353 Consultants’ Tips 355  Make Judicious Use of the Team Planner and Manually Scheduled Tasks 355  80/20: Use the Task Entry View for Resource Entry and Modifying Assignments 356  Depth: Calculation of the Default Units Value Used When Assigning a Resource 356  Config: Turn Off Automatic Resource Creation 356  Forward-Scheduling Versus Backward-Scheduling 356   11 Using Standard Views, Tables, Filters, and Groups to Review Your Schedule 357 What Can I View Using Microsoft Project? 357 Viewing Strategies 359  Strategies on Using Views 359  Strategies for Using Tables 362 Understanding Standard Views 366  Calendar View 367  Gantt Chart Views 369  Team Planner View 373  Network Diagram View 375  Descriptive Network Diagram Views 376  Task Usage View 377  Tracking Gantt View 378  Resource Graph View 378  Resource Sheet View 380  Resource Usage View 380  Bar Rollup View 381  Milestone and Milestone Date Rollup Views 382  Relationship Diagram View 383  Resource Allocation View 384  Resource and Resource Name Form Views 384  Task, Task Detail, and Task Name Form Views 386  Task Entry View 387  Task Sheet View 388 Understanding Standard Tables 389  Task Tables 389  Resource Tables 391 Understanding Filtering and Grouping 393  Exploring Filters in Microsoft Project 393  Exploring Standard Groups 398 Combining Views, Tables, Filters, and Groups to Review Project Schedule Details 401  Does My Schedule Contain the Needed Milestones? 401  Do I Know My Critical Path? 403  Are My Tasks Linked? 405  Does My Schedule Contain Constraints? 406  Are All Needed Task Details Included? 407  Making Sure There Is Flexibility in the Schedule 407  Are My Resources Overallocated? 407  Is My Schedule Baselined? 408  How Do I Communicate the Tasks? 408  How Do I Present My Project Schedule to the Project Sponsors? 409 Consultants’ Tips 410  Stop Expecting Your Resources and Sponsors to Look at the Same Views You Do 410  Use the Team Planner When Resource Planning Is Your Main Goal 410  Keep It Simple 410  Easy Way to Not Accidentally Type in Actuals When Using Resource or Task Usage Views 410   12 Performing a Schedule Reality Check 411 Auditing the Schedule for Reasonableness 411  Looking for Logic Errors 412  Schedule Estimation Methods 413  Looking for Technique Errors 414 Reviewing the Big Picture: Critical Path Analysis 417  What Is My Current Critical Path? 418  How Can I Reduce the Duration of My Critical Path? 419  Strategies for Crashing the Schedule 420  Strategies for Fast Tracking the Schedule 420 Reviewing the Project-Level Statistics 421  Methods of Examining Your Schedule 422 Strategies for Analyzing Costs 423  Reviewing the Cost Table 423  Reducing the Cost of Work 424 Finalizing the Schedule 424 Baselining the Schedule 425  Saving Your Project Baseline 425 Consultants’ Tips 428  Are You a Pessimistic or an Optimistic Estimator? 428  Schedule Problems Checklist 428  Avoiding the “While You Are Here” Syndrome 430  Deleting Baselined Tasks 430   III Project Execution Through Completion   13 Tracking Your Project Progress 431 Overview of Tracking 431 Working with Project Baselines 432  Viewing Baselines 433  Using Usage Views to Show Time-Phased Details 434 Tracking Your Project’s Performance and Costs 436  Understanding Fields Used in Updating the Project Schedule 436 Entering Tracking Information at the Task Level 438  Editing the Task Actual Start Date 440  Editing the Task Actual Finish Date 440  Editing Task % Complete (Percentage Complete) 441  Editing Task Actual Duration 442  Editing Task Remaining Duration 442  Editing Task Actual Work 443  Editing Task % Work Complete 443  Editing Task Remaining Work 443 Editing Task Time-Phased Actual Work 444  Entering Tracking Information at the Assignment Level 444  Editing Assignment Actual Start 445  Editing Assignment Actual Finish 445  Editing Assignment Actual Work 446  Editing Assignment % Work Complete 446  Editing Assignment Remaining Work 446 Editing Assignment Time-Phased Work 447  Understanding the Calculation Options That Affect Tracking 447  Using the Updating Task Status Updates  Resource Status Option 449  Using the Actual Costs Are Always Calculated by Project Option 450  Using the Edits to Total Task Percentage Complete Will Be Spread to the Status Date Option 452  Options to Reschedule Parts of Partially Completed Tasks 453 Using Microsoft Project’s Facilities for Updating Tasks 455  General Shortcuts 455  Update Tasks Form 455  Update Project Form 456 Consultants’ Tips 458  Always Keep the Original Baseline 458  Regular Statusing of Team Assignments 458   14 Analyzing Performance 459 Reviewing the Current Status of a Project 460  Reviewing the Status Via the Current Schedule 460  Reviewing the Status Via the Project Plan 465 Analyzing Performance with Earned Value Analysis 474  Understanding Earned Value Measurements 475  Controlling the Calculation of Earned Value 485  Summary of Using Earned Value Analysis in Project 487  Earned Value Report 489 Using Analysis Views and Reports 490  Analysis Views 491  Analysis Reports 494 Analyzing the Critical Path 495 Consultants’ Tips 495  Project Performance Analysis Prerequisites 495  Project Performance Analysis Areas 496  Project Performance Analysis Options 496   15 Using Reports for Tracking and Control 497 Using Reports 497  Reports and the Iron Triangle 499  Using Reports for the Project Sponsor 508 Using Visual Reports 510  Using Visual Reports for Project Analysis 512  Using Visual Reports for the Project Sponsor 517  Using Visual Reports for the Project Team 523 Consultants’ Tips 524  When to Use Reports 524  When to Use Visual Reports 525  Customize the Out-of-the-Box Reports for Your Project Needs 525   16 Revising the Schedule 527 When Things Don’t Go According to Plan 527  Critical Path Changes 528  What Can Go Wrong 529  Prevention and Avoidance 530 When Recovery Is the Only Option 530  Reducing Project Scope 531  Reducing Project Cost 532  Reducing Scheduled Duration 532 Rebaselining Strategies 534 Consultants’ Tips 534  Regularly Review Your Project Schedule 534  Perform Risk Management and Contingency Planning 534  Make Your Project Estimates as Realistic as Possible 534   17 Closing the Project 535 Project Close Process Group 536  Closing the Contractual Agreement 536  Implementing Project Close Custom Fields 538 Performing Final Reporting 539  Cost Overruns Report 540  Additional Out-of-the-Box Closing Reports 540 Performing a Project Retrospective: Lessons Learned 542 Archiving Your Schedule 543 Celebrating Your Project Results 546 Consultants’ Tips 546   IV Tailoring Microsoft Office Project 2013 to Your Needs   18 Managing Project Files Locally and in the Cloud 549 Saving and Protecting Project Files 550  Working with the Organizer and the Global File 550  Designating the Default Save Location and Format 550  Version Compatibility 552  Saving a File 552  Your Account 555  Providing Security for Saved Files 555  Saving the Workspace 558  Project Safe Mode 558 Creating and Using Project Templates 559  Creating a New Project Template 559  Modifying Existing Template Files 561  Opening a Template File to Create a New Project 561 Working with the Organizer and the Global File 562  Global.mpt File 565  Manipulating Objects Using the Organizer 565 Consultants’ Tips 568  Global.mpt 568  Using the Organizer 568  Protecting Your Project Files When Sharing 568  Basic Steps for Starting a Project 568  Use Templates and Keep Them Simple 568   19 Formatting Views 569 Sorting the Tasks or Resources in a View 569  Selecting the Sort Keys 570  Selecting the Sort Operation 571 Formatting Text Styles for Categories of Tasks and Resources 571  Selecting an Item to Change 572  Changing the Style of Text Displays 574 Formatting Font for Selected Text 575 Formatting Gridlines 575 Using the Outline Options 577 Formatting Timescales 578  Changing Timescale Tiers 579  Completing the Timescale Definition 581  Changing the Display of Non-Working Time 582 Using Page Breaks 583 Formatting the Gantt Chart Views 583  Formatting the Gantt Chart View Manually 583  Using the Gantt Chart Wizard 594 Formatting the Calendar View 596  Formatting the Timescale for the Calendar 597  Selecting Calendar Bar Styles Options 598  Setting the Layout Options for the Calendar View 599 Formatting the Network Diagram View 600  Using the Box Styles Options 600  Using Data Templates for Network Diagram Nodes 601  Using the Box Options 604  Controlling the Network Diagram Layout 604  Using the Zoom Command 609 Formatting the Task Form and Resource Form Views 609  Sorting the Form Views 610  Formatting Details of Form Views 610 Formatting the Resource Graph View 612  Reviewing the Format Options for the Resource Graph View 614  Selecting the Details to Display 615  Using the Bar Styles Dialog Box 617 Formatting the Resource Usage View 619  Choosing the Details for the Resource Usage View 619  Formatting the Detail Styles in the Resource Usage View 620 Formatting the Task Usage View 621 Formatting the Task Sheet and Resource Sheet Views 622 Consultants’ Tips 622  Get Familiar with the Default Views First, Then Customize 622  Customizing the Gantt Chart View 623  Sorting Views 623   20 Reports Part I: 2013 Reports 625 Understanding the New Reports 625  Accessing the Reports 626  Common Report Elements 627  Dashboards Reports Category 629  Resources Reports Category 632  Cost Reports Category 634  In Progress Reports Category 636  Miscellaneous Category Controls 638 Customizing Sections of Reports 639  Customizing a Text Box or a Shape 639  Adding or Customizing a Picture 640  Adding or Customizing a Chart 642  Adding or Customizing a Table 645 Customizing Reports 646  Customizing an Existing Report 647 Creating Reports 647  Creating a New Report Based on an Existing Report 647  Designing a New Report 648 Using the Common Customization Controls 649  Themes 649  Choosing the Page Setup Options for a Report 650 Saving and Sharing Custom Reports 650 Consultants’ Tips 651  Right Report for the Right Audience 652  Avoid Too Much Navel Gazing 652   21 Reports Part II: Visual Reports 653 Reports Part II: Visual Reports 655 Understanding OLAP Cubes for Visual Reports 658 Understanding Excel and Visio in Relation to Project 659  Using Excel While Working with Visual Reports 659  Using Visio While Working with Visual Reports 664 Reporting Capabilities 665  Customizing Excel Visual Reports 665  Customizing Visio Visual Reports 680  Creating Visual Reports Using Excel 688  Creating Visual Reports Using Visio 692 Sharing and Saving Visual Reports 693  Saving a Visual Report Template Using Excel 694  Saving a Visual Report Template Using Visio 694  Saving a Reporting Cube 694  Saving a Reporting Database 696  Printing a Visual Report 697 Consultants’ Tips 697  80/20: Choose the Right Data Resolution for Your Reporting Goals 697  Save Customized Reports as Templates for Later Use 698   22 Customization Almost Beyond Reason: Views, Tables, Filters, Groups, Fields, Toolbars, and Menus 699 Creating and Customizing Tables 700  Entering a Table Name 702  Adding and Changing the Columns in the Table 702  Completing the Definition of the Table 705  Changing Table Features from the View Screen 707 Creating and Customizing Views 708  Entering the Name of the View 711  Selecting the Starting Format 711  Selecting the Table for the View 712  Selecting the Group for the View 713  Selecting the Filter for the View 713  Displaying the View Name in the Menu 713  Saving the View Definition 714  Creating a Combination View 714 Printing Views 715  Preparing Your Screen and Choosing Fundamentals for Your Printed View 716  Filtering, Sorting, Grouping, and Enhancing the Display 716  Using Page Breaks 717  Using the Page Setup Dialog Box 717  Previewing the Printed View 726  Printing 727 Creating and Customizing Filters 729  Naming a Filter 730  Defining Filter Criteria 730  Using More Filter Criterion Tests 733  Using Interactive Filters 737  Creating Calculated Filters 738  Creating Multiple Criteria Filters 739  Creating Custom Filters with AutoFilter 740 Creating Custom Groups 741  Accessing Custom Groups 741  Selecting Grouping Fields 742  Defining Group Intervals 743  Formatting Group Displays 744  Saving Custom Groups 745 Creating and Customizing Fields 745  Accessing the Custom Fields 746  Naming Custom Fields 746  Creating Calculated Custom Fields 747  Controlling Custom Field Behaviors 749  Creating Custom Indicator Fields 749  Managing Custom Fields 754 Organizing Views and Other Custom Elements in Project Files 754 Customizing the Ribbon 756 Customizing the Quick Access Toolbar 762 Customizing the Status Bar 765 Consultants’ Tips 767  Create Views the Right Way 767  Name Organizer Objects Appropriately 767  Resolve Unexpected View Results 767  Know Your Audience When Using Graphical Indicators 767  Keep an Excel Configuration Workbook 768  Making the Most of the “Ribbon” 768   V Microsoft Project 2013 Knowledge In Depth   23 Working with Multiple Projects 769 Using Windows Commands 769  Viewing All the File Windows at the Same Time 771  Hiding and Unhiding Open Windows 772  Using the Save Workspace Command 772 Comparing Project Versions 773 Displaying Tasks from Different Projects in the Same Window 776  Using the New Window Command 776  Filtering and Sorting Consolidated Projects 778 Creating Master Projects 780  Combining Projects into One File Using the Insert Project Menu 781  Working with Inserted Projects 782  Breaking Apart a Large Project Using Inserted Projects 784  Master Projects Using Hammock Tasks 784  Maintaining Inserted Projects 786  Identifying Tasks That Are Inserted Projects 787 Creating Links Between Tasks in Separate Projects 788  Sharing Resources Among Projects 791  Creating the Shared Resource Project 792  Using the Resource Pool 792  Discontinuing Resource Sharing 795  Identifying Resource Pool Links 796  Viewing Resource Loads Without Sharing a Pool 796  Saving Multiple Files in a Workspace 797 Consultants’ Tips 798  Using Master Files 798  How Do I Tell Which Task Is from Which Project When They Have the Same Names? 799  Sharing Resources Between Projects 799   24 Resolving Resource Allocation Problems 801 Understanding How Resource Allocation Problems Occur 801  Why Should I Care About Resource Workload Conditions? 802  What Is the Problem? 802  What Causes Resource Overallocation? 804  When Should I Ignore Resource Allocation Problems? 804 Visualizing Resource Allocation Conditions 805  Resource Max Units, Calendars, and Other Settings 805  Team Planner 808 Resource Graphs 808  Resource Sheet 809  Split Views and Windows 811  Resource Usage Time-Phased Data 813  Groups, Filters, and Sorting Tasks with Resources 814  Review Task Relationships 815 Strategies for Correcting Resource Allocation Problems 816  Process Check: Review Project Scope and Other Business Issues 817  Replacing or Adding Resources 817  Splitting Tasks 818  Linking Tasks 819  Adjusting Resource Units 820  Using the Level Resources Tools 821  Manual Strategies to Correct Resource Allocation Problems 827 Consultants’ Tips 832  Use Team Planner and Manually Scheduled Tasks Where Appropriate 832  Establish Guidelines for Resolving Resource Allocation Issues 832  Examples of Resource-Leveling Scenarios 832  Receiving an “Overallocation Cannot Be Resolved” Warning 833  Resource(s) Indicate Overallocation Condition After Leveling 833   25 Exporting and Importing Project Data 835 Exchanging Project Files Across Microsoft Project Versions 836 Exchanging Project Data with Other Applications 837  File Formats Supported by Project 837 Working with Import/Export Maps 838  Understanding Import/Export Maps 838  Reviewing the Predefined Import/Export Maps 840  Creating and Using an Export Map 844  Creating and Using an Import Map 849 Exchanging Data with Microsoft Excel 854  Exporting Project Data to an Excel Worksheet 855  Exporting Project Data to an Excel PivotTable 859  Importing Project Data from the Excel Format 859 Working with Web-Enabled Project Data 865 Working with Text File Formats 865  Exporting Project Data in the Text Formats 865  Importing Project Data from Text Formats 868 Importing a Task List from Outlook 868 Consultants’ Tips 872  Import/Export as a Legacy Feature Set 872  Design the Data Layout Prior to Import/Export 872  Using Export/Import Versus Copy/Paste 872  Copying and Pasting Using Excel 872  Be Aware of Additional Data When Importing/Exporting 872  Using the XML Export Will Not Keep Some of the Usage Data 872   26 Manipulating Data Using Other Applications 873 Copying Data Between Applications 873  Copying Data from Other Applications into Project 875  Copying Project Data into Other Applications 877 Linking Data Between Applications 879  Linking Project Data Fields from External Sources 879  Refreshing Linked Data in Project 881  Deleting Links to External Sources 883  Identifying Tasks or Resources with Links Attached 884  Pasting Links to Project Data in Other Applications 884 Working with Objects 884  Pasting Objects 885  Inserting Objects 887 Placing Objects into Project 888  Pasting Objects in the Gantt Chart View 888  Inserting Objects in the Gantt Chart View 889  Placing Objects in the Notes Field 893  Placing Objects in the Task or Resource Objects Box 893 Placing Objects into Other Applications 896  Using the Copy Picture Command to Copy a View 897 Consultants’ Tips 901  “Legacy” Features 901  File Sizes 901   Index 903