Managing Actual Values in Microsoft Project

Managing Actual Values in Microsoft Project

2h 5mIntermediate2016-08-10

Authors

Bonnie Biafore

Bonnie Biafore

PMP, Trainer, Best-Selling Author

John Riopel

John Riopel

Program and Project Manager

Course details

By recording actual values in Microsoft Project, you can evaluate project performance and correct course when necessary. Follow along with project management experts Bonnie Biafore and John Riopel as they share their tips for recording actual values in Microsoft Project. Bonnie walks you through how to set up a project for recording actual values, build custom views to make updates easy, manually update tasks and assignments, and import updates from Microsoft Excel.

Learning objectives
Explain how to set up a custom view that can be modified.
Recall the importance of setting a status state prior to reviewing or updating.
Calculate the percentage of remaining work.
Recognize the function of 4 keyboard shortcuts.
Determine the steps to take when identifying an individual responsible for providing updates on a specific task in a custom view.
Explain how to set up an Import Wizard for the first time.

Skills covered

Microsoft ProjectProject Management SoftwareProjectProject ManagementBusiness Software and ToolsMicrosoft

Concepts

Introduction

  • Welcome
  • Project scenario
  • What you need to know
  • Using the exercise files

Setting Up a Project for Updating

  • Fields for updating progress
  • Setting Project options for updating
  • Building a custom view for updating duration
  • Building a custom view for updating work
  • Preparing a project for updating

Manually Updating Tasks

  • Updating tasks that run according to schedule
  • Updating completed tasks that didn't run according to schedule
  • Rescheduling tasks
  • Updating duration for incomplete tasks
  • Updating percentage complete for incomplete tasks
  • Updating actual and remaining work for incomplete tasks

Manually Updating Assignments

  • Updating actual and remaining assignment work
  • Updating percentage work complete for assignments
  • Entering actual work by time period
  • Updating cost for cost resources

Importing Updates

  • Pros and cons of importing progress updates
  • Creating a custom view that shows tasks to update
  • Creating task update forms for team members
  • Importing task updates from Excel

Conclusion

  • Next steps
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