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Hints and Tips Creating standards in Microsoft Project Andy Jessop – Managing Director Project Learning Limited.

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Presentation on theme: "Hints and Tips Creating standards in Microsoft Project Andy Jessop – Managing Director Project Learning Limited."— Presentation transcript:

1 Hints and Tips Creating standards in Microsoft Project Andy Jessop – Managing Director Project Learning Limited

2 Why have standards? To create consistent views To have consistent project/resource/task definitions To share portfolio-wide information

3 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

4 Views and Tables demo

5 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

6 Creating and applying codes demo

7 Sharing components Components can be shared You can: Use the organiser to copy components between projects Import custom fields from one project to another

8 Sharing components demo

9 Enterprise-wide components Live within the Enterprise Global You can: Copy into Enterprise Global using the Organiser Use templates for standardising options

10 Enterprise-wide components demo

11 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

12 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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