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Tips of MS Project 2010. Monitor your projects more effectively with Custom Fields. Author: Kien Pham, PMP trungkienbk@gmail.com Date: 01 April 2014. http://projectmanager.vn. PM’s Needs. As the PM, I need to know and keep track following:
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Tips of MS Project 2010 Monitor your projects more effectively with Custom Fields Author: Kien Pham, PMP trungkienbk@gmail.com Date: 01 April 2014 http://projectmanager.vn Best Practices for PM
PM’s Needs Best Practices for PM - http://projectmanager.vn As the PM, I need to know and keep track following: 1. Status of all tasks: completed, on schedule or late? 2. Comment to tasks for information later on 3. Evaluate for each task after it’s completed
Practical Samples Best Practices for PM - http://projectmanager.vn Add new fields: Comments(Textbox): note for tasks Evaluation (Dropdown): assess the result of tasks Progress Status (Icon): show icon for status of each task
1. Add Comments for tasks (Text) Best Practices for PM - http://projectmanager.vn Go to Tab Format\Group Columns Click on Custom Fields button Click Text 1 Type Comments on Textbox Click OK
Add Comments for tasks (end) Best Practices for PM - http://projectmanager.vn Add Column Comments In Used: Enter comments for each tasks when need
2. Evaluation for tasks (Lookup value) Best Practices for PM - http://projectmanager.vn Go to Tab Format\Group Columns Click on Custom Fields button Enter Evaluation in textbox Click Lookup… button
Evaluation for tasks (cont.) Best Practices for PM - http://projectmanager.vn Enter the list of value as in picture (change depend on your needs) Chose one item in the list Click Set Default button Click Close
Evaluation for tasks (end) Best Practices for PM - http://projectmanager.vn In used: Chose a value for tasks
3. Tasks Status (Icon) Best Practices for PM - http://projectmanager.vn Go to Tab Format\Group Columns Click on Custom Fields button Enter Progress Status in textbox Click Formula… button
Tasks Status (cont.) Best Practices for PM - http://projectmanager.vn Enter [Status] in the textbox Click OK to return the Custom Fields form
Tasks Status (end) Best Practices for PM - http://projectmanager.vn Click Graphic Indicators… Enter values as the picture
Result for all This view would be very easy for PM to monitor and control project daily Best Practices for PM - http://projectmanager.vn
Save changes to re-use? Best Practices for PM - http://projectmanager.vn Save your own table: to re-use what you have added for other projects you need.
Reference http://projectmanager.vn Best Practices for PM The mpp file for your reference Thank you!