Project - Advanced

Course Content

Project - Advanced

• Lesson 1: Custom Fields
  • Understanding Custom Fields
  • Creating Custom Fields
  • Inserting Custom Fields
  • Creating a Formula in a Custom Field
  • Modifying a Formula
  • Testing a Formula
  • Understanding Graphical Indicator Custom Fields
  • Creating Graphical Indicator Custom Fields
  • Creating a Lookup Custom Field
  • Creating an Outline Code Mask
  • Entering Lookup Table Values
  • Using a Lookup Table
• Lesson 2: WBS Codes
  • Understanding WBS Codes
  • Creating WBS Codes
  • Altering Tasks with Custom WBS Codes
  • Renumbering WBS Codes
  • Editing Custom WBS Code
• Lesson 3: Custom Views
  • Preparing for the Custom View
  • Creating a Custom Filter for the View
  • Creating a Custom Group for the View
  • Creating a Custom Table for the View
  • Creating the Custom View
  • Removing a Custom View and Its Components
• Lesson 4: Graphical Reports
  • Understanding Graphical Reports
  • How Graphical Reports Work
  • Running a Report
  • Formatting Chart Objects
  • Manipulating Report Data
  • Filtering Report Data
  • Cloning an Existing Report
  • Creating a New Report
  • Enhancing Report Appearance
  • Making Reports Global
  • Removing Unwanted Reports
• Lesson 5: Visual Reports
  • Understanding Visual Reports
  • Understanding Excel Visual Reports
  • Creating a Visual Report from a Template
  • Choosing Fields to Display in a Visual Report
  • Changing the X Axis Categories
  • Filtering a Visual Report
  • Formatting a Visual Report
  • Saving a Visual Report as a Template
  • Using a Custom Visual Report Template 
• Lesson 6: Project Templates
  • Understanding Project Templates
  • Examining the Templates
  • Saving a Project as a Template
  • Using a Custom Project Template
  • Specifying the Personal Templates Folder
  • Using the Personal Template Folder
  • Modifying a Template 
  • Understanding the Global Template
  • Organizing the Global Template
  • Applying a Newly Organised Item
  • Removing Items from the Global Template 
• Lesson 7: Linking and Combining Projects
  • Understanding Linked Projects
  • Combining Projects
  • Viewing a Combined Project
  • Printing from a Combined Project
  • Setting a Combined Project Start Date
  • Changing Data in a Combined Project
  • Saving and Closing a Combined Project
  • Using Only the Combined Project File
  • Using Only Sub-project Files
  • Inserting Sub-projects
  • Breaking Sub-project Links
  • Creating a Read Only Sub-project
  • Inserting Task Links
  • Creating a Summary Milestone
• Lesson 8: Shared Resources
  • Understanding Resource Sharing
  • Creating a Common Resource Pool
  • Linking to an External Pool
  • Linking a New Project File to the Pool
  • Assigning Resources from the Pool
  • Working with Shared Resources
  • Checking for Resource Links
  • Managing Shared Resources
  • Opening Shared Resource Projects
  • Opening the Resource Pool Only
  • Assembling a Resource Master
  • Working with a Resource Master 
• Lesson 9: Downsizing Larger Projects
  • Understanding Project Downsizing
  • Creating the Resource File
  • Creating Smaller Projects
  • Linking Sub-projects to Resources
  • Preparing for the Master Project
  • Creating the Downsized Master File
  • Setting Project Links
  • Finalizing the Master 
• Lesson 10: Other Applications
  • Understanding Working with Applications
  • Copying a Gantt Chart Image
  • Copying Table Dat
  • Copying to Microsoft Excel
  • Linking to Microsoft Excel
  • Exporting to Microsoft Excel
  • Exporting to Excel Using a Map
  • Importing Data from Excel 
• Lesson 11: Working Collaboratively
  • Understanding Collaboration Options
  • Adding a Contact as a Resource
  • Working with a Contact Resource
  • Syncing Tasks with SharePoint
  • Working with a Synced Task List 

FAQs

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