This book provides readers with everything they need to make the most of
Project 2003. Project 2003 helps users manage projects indepently or as part of
a large organization. Business professionals can gain access into their
portfolio of projects, and collaborate on the documents, issues and risks
associated with those projects.
Special Edition Using Office Project 2003, covers both Standard and
Enterprise Project Management versions and provides direct answers about how to
put a project schedule together. It is organized to follow the project cycle of
initializing and developing a plan, implementing the plan, tracking progress and
adjusting to changes and unforeseen events, and preparing the final reports.
Table of Contents:
Introduction
Why You Should Use This Book. Why You Should Use
Microsoft Project. What's New in Microsoft Project 2003. How This Book Is
Organized. Special Features in This Book.
I. GETTING STARTED WITH MICROSOFT PROJECT.
1. The Power of Microsoft Project 2003.
Exploring Project Management. What Microsoft
Project 2003 Can Do for You. Some General, Common-Sense Guidelines for Project
Managers. A Checklist for Using Microsoft Project. Project Management Scheduling
Techniques. Troubleshooting.
2. Learning the Basics of Microsoft
Project.
Starting and Exiting Microsoft Project.
Exploring the Microsoft Project Window. Using Learning Aids. Introducing the
Gantt Chart View. Changing Views. Scrolling and Selecting Data Fields.
Troubleshooting.
3. Setting Up a Project Document.
Supplying Information for a New Project.
Selecting the Environment Options. Defining a Calendar of Working Time.
Troubleshooting.
4. Managing Project Files.
Saving and Protecting Files. Creating and Using
Templates. Working with the Organizer and the Global File. Troubleshooting.
II. SCHEDULING TASKS.
5. Creating a Task List.
Approaching the Planning Process. Entering Tasks
in a Gantt Chart. Understanding the Fields in the Task Table. Entering Task
Names. Editing the Task List. Using the Task Information Dialog Box to Edit
Tasks. Entering Task Duration. Defining Milestones. Using Recurring Tasks.
Attaching Notes to Tasks. Attaching Hyperlinks to Tasks. Using Other Views to
Create Tasks. Outlining the Task List. Using Custom WBS Codes. Using Custom
Outline Numbers. Printing the Project Task List. Troubleshooting. Project
Extras: Letting Project Calculate Duration.
6. Entering Scheduling Requirements.
An Overview of Scheduling. Understanding
Dependency Links. Entering Dependency Links. Working with Task Constraints.
Entering Deadline Dates. Splitting Tasks Creating and Using Task Calendars.
Troubleshooting. Project Extras.
7. Viewing Your Schedule.
Working with the Gantt Chart View. Adding
Graphics and Text to Gantt Charts. Working with the Calendar View. Working with
the Network Diagram View. Troubleshooting.
III. ASSIGNING RESOURCES AND COSTS.
8. Defining Resources and Costs.
Understanding How Project Uses Resources and
Costs. Understanding Resources and Costs. Defining the Resource Pool. Using the
Resource Fields. Setting the Automatically Add New Resources and Tasks Option.
Sorting Resources. Grouping Resources. Filtering Resources. Troubleshooting.
9. Understanding Resource Scheduling.
Learning About Resource Scheduling. Reviewing
the Essential Components of Work Resource Assignments. Understanding the
Resource Assignment Fields. Understanding the Work Formula. Choosing the Task
Type. Understanding Effort-Driven Tasks. Modifying Resource Assignments.
Understanding the Driver Resource Concept. Calculating Task Duration with
Multiple Resources Assigned. Troubleshooting.
10. Assigning Resources and Costs to Tasks.
An Overview of Assigning Resources. Selecting
the Appropriate Task Settings. Assigning Resources to Tasks. Assigning Fixed
Costs and Fixed Contract Fees. Troubleshooting.
11. Resolving Resource Assignment
Problems.
Understanding How Resource Overallocations
Occur. Identifying Resource Overallocations. Strategies for Eliminating Resource
Overallocations. Eliminating Resource Overallocations Yourself. Letting Project
Level Overallocated Resources for You. Troubleshooting.
IV. REVIEWING AND DISTRIBUTING THE PROJECT.
12. Reviewing the Project Plan.
Looking at the Big Picture. Realigning the Plan.
Finalizing the Plan. Troubleshooting.
13. Printing Views and Reports.
Using the Print Commands. Changing the Printer
Setup. Using the Project Guide Toolbar. Printing Views. Printing Project's
Predesigned Reports. Troubleshooting.
V. TRACKING AND ANALYZING PROGRESS.
14. Tracking Work on a Project.
An Overview of Tracking. Using Project Guide for
Tracking. Working with Project Baselines. Tracking a Project's Performance and
Costs.
15. Analyzing Progress and Revising the
Schedule.
Project Management Overview. Reviewing the
Current Status of a Project. Analyzing Performance with Earned Value Analysis.
Revising a Schedule to Complete on Time and on Budget. Troubleshooting.
VI. COORDINATING PROJECTS AND SHARING DATA.
16. Working with Multiple
Projects.
Using the Window Commands. Displaying Tasks from
Different Files in the Same Window. Creating Subprojects and Master Projects.
Creating Links Between Tasks in Separate Projects. Sharing Resources among
Projects. Troubleshooting.
17. Exporting and Importing Project Data with
Other File Formats.
Exchanging Project Data with Other Applications.
File Formats Supported by Microsoft Project 2003. Importing Project 2003 Data
from Other Project Management Applications. Exporting Project 2003 Data to Older
Versions of Microsoft Project. Using the Import/Export Wizard. Saving an Entire
Project in a Database. Exchanging Selected Parts of a Project with Other
Formats. Using Microsoft Project 2003 As an OLE DB Provider. Troubleshooting.
18. Copying, Pasting, and Inserting Data with
Other Applications.
Copying Selected Data Between Applications.
Linking Selected Data Between Applications. Working with Objects. Placing
Objects into Microsoft Project. Placing Project Objects into Other Applications.
Troubleshooting.
VII. USING AND CUSTOMIZING THE DISPLAY.
19. Using the Standard Views, Tables,
Filters, and Groups.
Exploring the Standard Views. Exploring the
Standard Tables. Exploring the Standard Filters. Exploring the Standard Groups.
Troubleshooting.
20. Formatting Views.
Using the Common Format Options in the Standard
Views. Formatting the Gantt Chart View. Formatting the Calendar View. Formatting
the Network Diagram View. Formatting the Task and Resource Form Views.
Formatting the Resource Graph View. Formatting the Resource Usage View.
Formatting the Task Usage View. Formatting the Sheet Views. Troubleshooting.
21. Customizing Views, Tables, Fields,
Filters, and Groups.
Creating New Views. Using and Creating Tables.
Customizing Fields. Creating Custom Filters. Creating Custom Filters with
AutoFilter. Creating Custom Groups. Organizing Views and Other Custom Elements
in Project Files. Troubleshooting.
22. Using and Customizing the Standard
Reports.
Understanding the Standard Reports. Customizing
Reports. Creating Reports. Using the Common Customization Controls. Customizing
Specific Report Types. Saving and Sharing Custom Reports. Troubleshooting.
23. Customizing Toolbars, Menus, and Forms.
Altering the Behavior of Personalized Menus and
Toolbars. Customizing Toolbars. Customizing Menu Bars. Customizing Forms.
Troubleshooting.
VIII. USING PROJECT SERVER AND PROJECT PROFESSIONAL.
24. Introduction to Microsoft Office Project
Server 2003.
Enterprise Project Management Using Microsoft
Office Project Server 2003. System Architecture and Requirements. Planning for
Enterprise Information Sharing. Planning for Global Settings. Using Enterprise
Global Settings.
25. Enterprise Project Administration.
System Administration. Project Web Access
Administration. Managing Views. Building OLAP Cubes and Updating Resource
Tables. Managing Project Versions. Database Administration and Management.
Project Professional Administration. Managing the Enterprise Global Template.
Using Enterprise Outline Codes and Custom Fields. Managing Enterprise Project
and Resource Calendars. Performing Enterprise Global Backup and Restore.
Importing Resources. Importing Projects.
26. Enterprise Project Management.
Using the Project Center Views. Using Project
Center Build Team. Opening and Using Multiple Enterprise Projects. Check-in
Projects from Project Center. Using Administrative Projects. Analyzing
Enterprise Projects. Using Enterprise Templates. Working with Enterprise
Versions. Working with Enterprise Project Codes.
27. Enterprise Resource Management.
An Overview of Enterprise Resource Management.
Managing Enterprise Resources in Resource Center. Creating Custom Enterprise
Resource Outline Code. Working with Enterprise Resources.
28. Enterprise Collaboration.
Introduction to Enterprise Collaboration. Using
Project Web Access Tasks for Timesheets. Updating and Revising Timesheets. Using
Project Status Reports. Storing Project Artifact Documents. Managing Risks.
Managing Issues. Using Microsoft Outlook with Project Server 2003.
Index
這本書提供讀者所需的一切,以充分利用 Project 2003。Project 2003 幫助用戶獨立管理項目或作為大型組織的一部分。商業專業人士可以訪問他們的項目組合,並協作處理與這些項目相關的文件、問題和風險。
《特別版使用 Office Project 2003》涵蓋了標準版和企業版項目管理,並提供有關如何組織項目時間表的直接答案。它的組織方式遵循項目週期,包括初始化和制定計劃、實施計劃、跟踪進度、調整變更和不可預見事件,以及準備最終報告。
目錄:
引言
為什麼您應該使用這本書。為什麼您應該使用 Microsoft Project。Microsoft Project 2003 的新功能。這本書的組織方式。本書的特別功能。
I. 開始使用 Microsoft Project
1. Microsoft Project 2003 的威力。
探索項目管理。Microsoft Project 2003 可以為您做什麼。一些通用的常識性指導方針,供項目經理參考。使用 Microsoft Project 的檢查清單。項目管理排程技術。故障排除。
2. 學習 Microsoft Project 的基本知識。
啟動和退出 Microsoft Project。探索 Microsoft Project 窗口。使用學習輔助工具。介紹甘特圖視圖。更改視圖。滾動和選擇數據字段。故障排除。
3. 設置項目文檔。
為新項目提供信息。選擇環境選項。定義工作時間日曆。故障排除。
4. 管理項目文件。
保存和保護文件。創建和使用模板。使用組織者和全局文件。故障排除。
II. 排程任務
5. 創建任務列表。
接近規劃過程。在甘特圖中輸入任務。理解任務表中的字段。輸入任務名稱。編輯任務列表。使用任務信息對話框編輯任務。輸入任務持續時間。定義里程碑。使用重複任務。將註釋附加到任務。將超鏈接附加到任務。使用其他視圖創建任務。概述任務列表。使用自定義 WBS 代碼。使用自定義大綱編號。列印項目任務列表。故障排除。項目附加功能:讓項目計算持續時間。
6. 輸入排程要求。
排程概述。理解依賴鏈接。輸入依賴鏈接。處理任務約束。輸入截止日期。拆分任務,創建和使用任務日曆。故障排除。項目附加功能。
7. 查看您的時間表。
使用甘特圖視圖。向甘特圖添加圖形和文本。使用日曆視圖。使用網絡圖視圖。故障排除。
III. 分配資源和成本
8. 定義資源和成本。
理解項目如何使用資源和成本。理解資源和成本。定義資源池。使用資源字段。設置自動添加新資源和任務選項。排序資源。分組資源。過濾資源。故障排除。
9. 理解資源排程。
學習資源排程。回顧工作資源分配的基本組成部分。理解資源分配字段。理解工作公式。選擇任務類型。理解以努力為驅動的任務。修改資源分配。理解驅動資源概念。計算多個資源分配的任務持續時間。故障排除。
10. 將資源和成本分配給任務。
分配資源的概述。選擇適當的任務設置。將資源分配給任務。分配固定成本和固定合同費用。故障排除。
11. 解決資源分配問題。
理解資源過度分配的發生。識別資源過度分配。消除資源過度分配的策略。自己消除資源過度分配。讓項目為您平衡過度分配的資源。故障排除。
IV. 審查和分發項目
12. 審查項目計劃。
查看全局。重新調整計劃。最終確定計劃。故障排除。
13. 列印視圖和報告。
使用列印命令。更改打印機設置。使用項目指南工具欄。列印視圖。列印項目的預設報告。故障排除。
V. 跟踪和分析進度
14. 跟踪項目的工作。
跟踪概述。使用項目指南進行跟踪。處理項目基線。跟踪項目的績效和成本。
15. 分析進度並修訂時間表。
項目管理概述。回顧項目的當前狀態。使用賺取價值分析分析績效。修訂時間表以按時和按預算完成。故障排除。
VI. 協調項目和共享數據
16. 使用多個項目。
使用窗口命令。在同一窗口中顯示來自不同文件的任務。創建子項目和主項目。在不同項目中的任務之間創建鏈接。在項目之間共享資源。故障排除。
17. 使用其他文件格式導出和導入項目數據。
與其他應用程序交換項目數據。Microsoft Project 2003 支持的文件格式。從其他項目管理應用程序導入 Project 2003 數據。將 Project 2003 數據導出到舊版本的 Microsoft Project。使用導入/導出嚮導。將整個項目保存到數據庫。與其他格式交換項目的選定部分。將 Microsoft Project 2003 作為 OLE DB 提供者。故障排除。
18. 與其他應用程序複製、粘貼和插入數據。
在應用程序之間複製選定數據。將選定數據鏈接到應用程序之間。處理對象。將對象放入 Microsoft Project。將項目對象放入其他應用程序。故障排除。
VII. 使用和自定義顯示
19. 使用標準視圖、表格、過濾器和組。
探索標準視圖。探索標準表格。探索標準過濾器。探索標準組。故障排除。
20. 格式化視圖。
在標準視圖中使用常見格式選項。格式化甘特圖視圖。格式化日曆視圖。格式化網絡圖視圖。格式化任務和資源表單視圖。格式化資源圖表視圖。格式化資源使用視圖。格式化任務使用視圖。格式化工作表視圖。故障排除。
21. 自定義視圖、表格、字段、過濾器和組。
創建新視圖。使用和創建表格。自定義字段。創建自定義過濾器。使用自動過濾器創建自定義過濾器。創建自定義組。組織項目文件中的視圖和其他自定義元素。故障排除。
22. 使用和自定義標準報告。
理解標準報告。自定義報告。創建報告。使用常見的自定義控制項。自定義特定報告類型。保存和共享自定義報告。故障排除。
23. 自定義工具欄、菜單和表單。
改變個性化菜單和工具欄的行為。自定義工具欄。自定義菜單欄。自定義表單。故障排除。
VIII. 使用 Project Server 和 Project Professional
24. Microsoft Office Project Server 2003 簡介。
使用 Microsoft Office Project Server 2003 進行企業項目管理。系統架構和要求。計劃企業信息共享。計劃全局設置。使用企業全局設置。
25. 企業項目管理。
系統管理。項目網頁訪問管理。管理視圖。構建 OLAP 立方體和更新資源表。管理項目版本。數據庫管理和管理。Project Professional 管理。管理企業全局模板。使用企業大綱代碼和自定義字段。管理企業項目和資源日曆。執行企業全局備份和恢復。導入資源。導入項目。
26. 企業項目管理。
使用項目中心視圖。使用項目中心構建團隊。打開和使用多個企業項目。從項目中心簽入項目。使用管理項目。分析企業項目。使用企業模板。處理企業版本。處理企業項目代碼。
27. 企業資源管理。
企業資源管理概述。在資源中心管理企業資源。創建自定義企業資源大綱代碼。處理企業資源。