Last Update: January 15, 2025

Index

 

A

Availability

Adjusting Resource Availability

Availability Contour

Auto Schedule

Changing All Tasks to Auto Scheduled

B

Baseline

Baseline Definition

Baseline Overview

Baseline Summary

Best Practices

All Best Practices Microsoft Project

Best Practices for Activity 1: Clarify Objectives

Best Practices for Activity 2: Define Constraints

Best Practices for Activity 3: Initiate Project Charter

Best Practices for Activity 4: Adopt PM/Software Standards

Best Practices for Activity 5: Create Work Breakdown Structure

Best Practices for Activity 6: Enter Estimates

Best Practices for Activity 7: Determine Schedule Logic

Best Practices for Activity 8: Plan Communications

Best Practices for Activity 9: Evaluate Risk

Best Practices for Activity 10: Acquire Project Team

Best Practices for Activity 11: Develop Compliance Plan

Best Practices for Activity 12: Baseline Project

Best Practices for Activity 13: Update Project

Bottom Up Estimating

Bottom Up Estimating Definition

C

Calendars

Base Calendars Definition

Calendar Rules

Calendars Definition

Create A Base Calendar

Create a New Base Calendar Summary

Define Calendar Holidays

Define Calendar Vacations

Define Calendar Working Days

Making Calendar Exceptions

Project Calendar Definition

Resource Calendar

Resource Calendar Summary

Resource Calendar Definition

Task Calendar

Task Calendar Definiton

Work with Base Calendars

Charts / Posters

Clarify Objectives

Activity 1: Clarify Objectives Workflow Chart

Clarify Objectives in Microsoft Project Chart

Define Constraints

Activity 2: Define Constraints Workflow Chart

Records and Views in Microsoft Project Chart

Sharing Views and Tables, and Entering Primary Constraints in Microsoft Project Chart

Initiate Project Charter

Activity 3: Complete Project Charter Workflow Chart

Adopt PM/Software Standards

Activity 4: Adopt PM/Software Standards Workflow Chart

Chart 1 - Organizer Rules

Chart 2 - Calendar Rules

Create Work Breakdown Structure

Activity 5: Create Work Breakdown Structure Workflow Chart

Enter Estimates

Activity 6: Enter Estimates Workflow Chart

Chart 3 - Estimating Approaches

Determine Schedule Logic

Activity 7: Determine Schedule Logic Workflow Chart

Plan Communications

Activity 8: Plan Communications Workflow Chart

Poster A - Microsoft Project Organization

Poster B - Work Across Field Categories as Displayed in Views

Chart 4 - Standard Reports

Evaluate Risk

Activity 9: Evaluate Risk Workflow Chart

Acquire Project Team

Activity 10: Acquire Project Team Workflow Chart

Develop Compliance Plan

Activity 11: Develop Compliance Plan Workflow Chart

Baseline Project

Activity 12: Baseline Project Workflow Chart

Update Project

Activity 13: Update Project Workflow Chart

Project MAP (Methods, Activities & Processes)

Coaching

Becoming a MS Master Class Coach

Contact Us

Contact MSProjectTraining.online

MS Project Master Class Registration

Copy

Copy Picture

Copy Picture Command

Copy Picture Definition

Copy Picture Review

Copy Timeline Definition

Copy Timeline to PowerPoint

Copy Timeline Review

How to Copy Picture

Timeline Copy

Cost

Cost Definition

Cost Type of Resources

Critical

Analyze Critical Path

Critical Definition

Critical Path Forward and Backward Pass

Critical Path Method Definition

Critical Path Summary

How to Change Calculation for Critical Path

Review of Critical Path

Total and Free Slack

The 4 Hour House

D

Deadlines

Deadlines Definition

Downloads

MS Project Master Class Downloads

Duration

Duration Definition

E

Effort Driven

Effort Driven Definition

Assign Resources to Effort Driven Tasks

Elements

Definition of Organizer Elements

Sharing Elements Between Projects

Estimating

Estimating Approaches

Exams

MS Project Master Class Exams Including Pre and Post Tests

Exercises

Exercises for Activity 1: Clarify Objectives

Exercises for Activity 2: Define Constraints

Exercises for Activity 3: Initiate Project Charter

Exercises for Activity 4: Adopt PM/Software Standards

Exercises for Activity 5: Create Work Breakdown Structure

Exercises for Activity 6: Enter Estimates

Exercises for Activity 7: Determine Schedule Logic

Exercises for Activity 8: Plan Communications

Exercises for Activity 9: Evaluate Risk

Exercises for Activity 10: Acquire Project Team

Exercises for Activity 11: Develop Compliance Plan

Exercises for Activity 12: Baseline Project

Exercises for Activity 13: Update Project

F

Fields

Adding an Indicator to a Custom Field

Custom Fields

Formula for Custom Fields

Review of Microsoft Project’s Eight Field Types

Files for Exercises

Files for Activity 1: Clarify Objectives

Files for Activity 2: Define Constraints

Files for Activity 3: Initiate Project Charter

Files for Activity 4: Adopt PM/Software Standards

Files for Activity 5: Create Work Breakdown Structure

Files for Activity 6: Enter Estimates

Files for Activity 7: Determine Schedule Logic

Files for Activity 8: Plan Communications

Files for Activity 9: Evaluate Risk

Exercises for Activity 10: Acquire Project Team

Exercises for Activity 11: Develop Compliance Plan

Exercises for Activity 12: Baseline Project

Exercises for Activity 13: Update Project

Filters

AutoFilter

Using the Filter to Highlight

Fixed Duration

Assign Resources to Fixed Duration Tasks

Duration Default Values

Fixed Duration Definition

Fixing Duration Estimates

Fixed Units

Fixed Units Definition

Assign Resources to Fixed Units Task

Fixed Work

Fixed Work Definition

Fixing Work Estimates

Assign Resources to Fixed Work

Formatting

Gantt Chart

Formatting Tasks

Highlighting Tasks

Forms

Clarify Objectives

Stakeholder Analysis Worksheet.xlsx.

Clarify Objectives Workbook.xlsx

Define Constraints

Constraints Analysis Worksheet.xlsx

Constraints Register.docx

Initiate Project Charter

Project Charter.docx

Adopt PM/Software Standards

Microsoft Project Users Guide.docx

Create Work Breakdown Structure

Enter Estimates

Work Package.docx

Plan Communications

Communication Network.docx

Evaluate Risk

Risk Evaluation Worksheet.xlsx

SWOT Analysis Action Plan Worksheet.xlsx

Risk Register.docx

G

Global.MPT

Manage the Global.MPT with the Organizer

Copy Elements to the Global.MPT File

H

Hyperlinks

Hyperlinks Review

OLE vs. Hyperlinks

Hyperlinks Summary

I

Importing

Importing an Excel file

Indicators

Common Task Indicators

Common Resource Indicators

Indicators Review

J

Journal Questions

4 Hour House and Determine Schedule Logic

Adopt PM/Software Workflow

Adding Career Value

Clarify Objectives Workflow

Crafting a Project Title and Description

Create Work Breakdown Structure Workflow

Creating a WBS

Define Constraints Workflow

Defining Constraints

Enter Estimates Workflow

Entering Estimates

Evaluate Risk Workflow

Objectives as Milestones

Plan Communications

Plan Communications Workflow

Reflecting on a Challenging Project

Skills and Customization

Stakeholder Analysis

What did the Project Chart Facilitate

L

Links

Links between projects

Review of Link Types and Ways to Link

Review of Managing Links Across Projects

Q

Quick Access Toolbar

Adding a Macro Command to the Toolbar

M

Macros

Disable All Macros with Modification

Inserting Risk Questions

Macros Definition

Recording a Macro

Running a Macro

Viewing and Editing a Macro

Visual Basic for Applications (VBA) Definition

Master Project

Set Up Master Project

Review of Managing Links Across Projects

Simulation on Creating a Master Project

Material Type

Material Types of Resources

Materials

Microsoft Project Training and Coaching Materials

MS Project Mastery Journey

Step 1: Purchase the “MS Project Masters Class Book.

Step 2: Decide if you will work with a Master Class Coach.

Step 3: Define your objectives and constraints.

Step 4: Start the Master Journey.

Step 5: Complete an Online Application on this website.

Step 6: Take an exam to test your understanding.

Step 7: Closeout Master Class.

MS Project Master Class

Getting Started in MS Project Master Class

MS Project Mastery Journey

MS Project Master Class Registration

Setting Up Microsoft Project

Project MAP for Microsoft Project - Master Class Outline

MS Project Master Class Book

Amazon Books

MS Project Workflows

Activity 1: Clarify Objectives Workflow

Activity 2: Define Constraints Workflow

Activity 3: Initiate Project Charter

Activity 4: Adopt PM/Software Standards

Activity 5: Create Work Breakdown Structure Workflow

Activity 6: Enter Estimates Workflow

Activity 7: Determine Schedule Logic Workflow

Activity 8: Plan Communications Workflow

Activity 9: Evaluate Risk

Activity 10: Acquire Project Team Workflow

Activity 12: Baseline Project Workflow

Activity 13: Update Project Workflow

N

Network Diagram

Formatting a Network Diagram Simulation

Import a Network Diagram Template

New Project

Home Move Template

New Blank Project

New Project from Template

Template Review

Notes

Inserting Risk Questions

Notes Fields Definitions

Notes Fields Summary

Using Task Notes

Using Task Notes in Task Forms

O

Online Applications

Initiating Phase

Activity 1: List Objectives

Activity 2: Define Constraints

Activity 3: Initiate Project Charter

Planning Phase

Activity 4: Adopt PM/Software Standards

Activity 5: Create Work Breakdown Structure

Activity 6: Enter Estimates

Activity 7: Determine Schedule Logic

Activity 8: Plan Communications

Activity 9: Evaluate Risk

Executing Phase

Activity 10: Acquire Project Team

Activity 11: Develop Compliance Plan

Activity 12: Baseline Project

Activity 13: Update Project

Closing Phase

Activity 14: Assess Performance

Activity 15: Archive Project

OLE

Embedding an Object

Embedding an Object in Project Summary Notes

OLE Overview

OLE Overview: How to

OLE Review

OLE Summary

Object Linking and Embedding (OLE) Definition

Organizer

How to Open Organizer

Manage the Global.MPT with the Organizer

Organizer Clean Up

Organizer Definition

Organizer Overview

Organizer Summary

Sharing Organizer Elements Chart

Replace Organizer Elements

Using the Organizer to Manage Macros

Working with the Organizer

Outline Numbers

Review of Outline Numbers

WBS Codes

P

PERT (Program Evaluation and Review Technique)

PERT Calculation

PERT Definition

Custom Fields for PERT

Posters

Microsoft Project Organization and Field Categories

Work Across Field Categories

Printing

Page Setup

Printing Views

Standard Reports

Visual Reports

Process Bridge for MS Project

About Process Bridge

Download Process Bridge

Process Bridge Problem, Question, or Issue

Project Constraints

Constraints Analysis

Constraints Register

Constraints Summary Statement

Project Charter

Constraints in the Project Charter

Project Charter Definition

Project Objectives In the Project Charter

Stakeholders in the Project Charter

Project Examples and Illustrations

Building Houses Faster and Better

CP Ships

Extreme Makeover

Expert Project at CVS

Expert Project Example

Faster, Better, Cheaper

Habitat for Humanity

Hoover Dam

James Madison’s Montpelier

MacDill Air Force Base

Critical Tools

Permit Project Feeding Construction Schedule

Restoring Historic Homes

Scheduling Variable Resources

Residential Move Example

Road Trip

Project Information

Schedule from a Finish Date in Project Information

Schedule Selections In Project Information

Project MAP

About Project MAP

Project MAP Review

Project Options

Local and Global Selections in Project Options

Project Options Definition

Setting Up Microsoft Project in Project Options

Scheduling Selections in Project Options

Project Title and Description

Project Title and Descriptions Overview

R

Records in Microsoft Project

Definition of Records in Microsoft Project

Overview Chart of Records

Reporting

Adding Fields to a Table in Standard Reports

Change Chart Type Command in Standard Reports

Create and Edit Standard Reports

Create a Visual Report

Communication Network Definition

Copy Selection, Picture, Timeline, Report Definition

Formatting a Resource-Based Chart in Standard Reports

Print Preview of Standard Reports

Printing Views Definition

Setup PivotTable in Excel for Visual Report

Standard Reports Copy Report Command

Standard Reports Definition

Visual Reports Definition

Visual Report Error Message

Who Does What When Visual Report

Resources

Assign Resources

Best View Setup for Resource Assignments

Cost Type Definition

Defining Resources Overview

Generic or Skill Resources

Material Type Definition

Resource Definition

Resource Standard Rates

Viewing Resource Definition

Work Type Definition

Ribbon Commands

Adding a Macro Command to the Ribbon

Attaching a Macro to a Ribbon Command

Bridge Toolbar for the Ribbon

Editing the Ribbon

Import/Export the Ribbon

Ribbon Customization

Row Zero

S

Scope

Primary Constraints Project Summary Statement

Project Constraints Summary

Project Description Definition

Project Scope Definition

Project Scope Summary

Project Title Definition

Using Task Notes for Defining Scope

Scheduling Engine

Initial Scheduling Engine Recommendations

Review of the Scheduling Engine

Scheduling Engine Definition

Scheduling Engine Summary

SMART+A Project Objectives

SMART+A Overview

SMART+A Summary

Turning Objectives into Milestones

Stakeholders

Stakeholder Analysis

Stakeholder Analysis Worksheet

Stakeholder Summary

Status Bar in Microsoft Project

T

Tables

Creating a Table for Task-Based Views

Overview of Tables

Table Definition

Summary of Tables

Working with Tables

Task Calculation Selections

Task Decomposition

Task Decomposition Definition

Task Mode

Changing All Tasks to Auto Scheduled

Task Mode Definition

Task Mode Overview

Task Mode Summary

Task Type

Assignments to Fixed Duration Tasks

Assignments to Fixed Duration Effort Driven Tasks

Assignments to Fixed Units Effort Driven Tasks

Assignments to Fixed Units Tasks

Assignments to Fixed Work Tasks

Review of Effort Driven

Review of Task Type

Templates

Annual Report Template

Home Move Template

Opening a Template to Edit

Overview of Templates

Save As Template Options

Saving a template *.mpt

Template Definition

Timing Constraints

Must Finish On Definition

Timing Constraint Definition

Timing Constraints for Milestones

Timing Constraints Overview

Timing Constraints Summary

Types of Tasks

Detail Tasks

Detail Task Definition

Summary of Detail Tasks

Milestones

Add Milestones to Timeline View

Characteristics of Milestones

Insert Milestone

Milestone Definition

Milestone Summary

Convert Objectives to Milestones

Naming Conventions for Tasks

Project Summary Task (Row Zero)

Duration Conversion for Project Summary Task

Project Summary Task Definition

Project Summary Task Overview

Project Summary Task Review

Showing Project Summary Task

Recurring Task

How to Insert Recurring Tasks

Overview of Recurring Tasks

Recurring Task Definition

Recurring Task Summary

Summary Tasks

Level 1 in WBS Outline

Insert New Summary Task

Moving a Summary Task

Summary Task Definition

Summary Task Review

Summary of Summary Tasks

V

Visual Basic for Applications (VBA) Editor

Showing Macros in the VBA Editor

Macro that Applies a View

Adding a Macro to the Toolbar

Views

Definition of Views

Creating a New View

Overview Chart

Sharing Views and Tables Chart

Split Window

Summary of Views

Working with Views

Gantt Chart

All Formatting Options for Gantt Chart View

Formatting a Gantt Chart View

Format Gantt Chart for Screen Capture

Gantt Chart Formatting Options

Gantt Chart Formatting Tab

Gantt Chart Overview

Gantt Chart Review

Resource Sheet

Resources Flagged and Highlighted in Resource Sheet

Resource Sheet Overview

Sorting in the Resource Sheet

Network Diagram

Box Styles and Data Templates

Customizing the Network Diagram

Network Diagram Overview

Task Form

Showing Details

Task Usage

Task Usage Overview

Resource Usage

Resource Usage Overview

Adding Fields to Usage View Timescale

Timeline

Add Milestones to Timeline

Copy Timeline Definition

Copy Timeline to PowerPoint

Copy Timeline Review

Format Timeline

Formatting Timeline for Copy Timeline

Timeline Definition

Timeline Review

W

Waterfall Project

WBS Manager

WBS Numbers Review

WBS Manager

Custom WBS Numbers

Work

Work Definition

Work in the Resource Usage View

Work in the Task Usage View

Work Type of Resource