Microsoft Project 2013 – Advanced

Code INF1366

Table of Contents

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

Custom Fields

Creating a Lookup Custom Field

Creating an Outline Code Mask

Entering Lookup Table Values

Using a Lookup Table

WBS Codes

Understanding WBS Codes

Creating WBS Codes

Altering Tasks With Custom WBS Codes

Renumbering WBS Codes

Editing Custom WBS Codes

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

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

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

Project Templates

Understanding Project Templates

Examining the Templates

Saving a Project as a Template

Using a Custom Project Template

Specifying the Personal Templates

Folder

Specifying the Personal Template Folder

Using the Personal Template Folder

Modifying a Template

Understanding the Global Template

Organising the Global Template

Applying a Newly Organised Item

Removing Items From the Global Template

Microsoft Project Files

Opening a Project 2007 File

Moving a Project’s Start Date

Working With Multiple Files

Hiding Open Files

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 Subproject Files

Inserting Subprojects

Breaking Subproject Links

Creating a Read Only Subproject

Inserting Task Links

Creating a Summary Milestone

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

Downsizing Larger Projects

Understanding Project Downsizing

Creating the Resource File

Creating Smaller Projects

Linking Subprojects to Resources

Preparing for the Master Project

Creating the Downsized Master File

Working With Gridlines

Displaying Progress Lines

Setting Project Links

Finalising the Master

Other Applications

Understanding Working With Applications

Copying a Gantt Chart Image

Copying Table Data

Copying to Microsoft Excel

Linking to Microsoft Excel

Exporting to Microsoft Excel

Exporting to Excel Using a Map

Importing Data From Excel

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

Microsoft Project VBA

Understanding Project VBA

Accessing the Developer Tab

Recording a Macro

Running a Macro

Editing a Macro

Running an Edited Macro

Localising a Macro

Running a Localised Macro

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Advanced Microsoft Project 2013 – Full Day