MS Office Project 2010

1. MS Office Project 2010 Changes, Upgrades, New Functions

2. Ribbon Interface and Backstage • Tour of the ribbon • Backstage • File Properties • Printing docs

3. Interactions with other MS apps • Copy and Paste from Project to Word and PowerPoint as tables - Excel, Access as data table. • Copy and Paste from Word bulleted list into Project creates summary tasks from the non-or top-bulleted main lines, bulleted shows as subtasks in the phase. • Copy and Paste from Excel works as it always has.

4. Changes in Calculations and Scheduling Behavior • Assignment Units shows the original planned maximum usage of a resource • The New Peak Units field shows the highest percentage day utilization of that resource • Any new work is applied at the rate of the original Assignment Units, not a flat contour of reduced utilization.

5. New Flag – Inactive or Active Task • Only available in Professional version. • If you inactivate a task, it is treated by the scheduler as if it has no duration. • The baselineis preserved • An Inactivated taskstays in the Gantt but links will need to be adjusted. • Cancel a task in other versions by setting Remaining Work to Zero (0)

6. New Flag – Automatically Scheduled • This is a major change to be able to set a task as Manually or Automatically Scheduled • Automatically scheduled tasks work as the scheduling engine has in previous versions. • The default for new projects is Manually Scheduled.

7. New Flag – Manually Scheduled Task • Task Mode – Field Type is Flag. Yes means the task is Manually Scheduled • Manually scheduled tasks can have text such as TBD or so in the Duration, Start or Finish fields • When you type in a date on a manual scheduled task, the system does not see it as a dated task. All tasks need to be auto-scheduled, to be seen as “having dates.”

8. New Flag – Manually Scheduled Task • The options switch “Keep task on nearest working day” will set a “start no earlier than constraint” on the task to keep your date and/or schedule on the next available working day. If you don’t set this option, it will reschedule the task wherever it wants to • If you add a start and finish date in manually, Project recalculates the duration based on those dates. It will set a SNET or FNET constraint, depending on which you entered last. • Scheduled Start – The Start Date that is used instead of the Start Date in manually scheduled tasks. That’s why these are “not-dated” because the Start and Finish are “dates”.

9. New Flag – Manually Scheduled Task • Scheduled Finish – Automatically calculated from the duration and Scheduled Start. If you type in Scheduled Start and Finish dates, the Project will calculate the Scheduled Duration. If you later change the Duration, it will not affect the Scheduled Duration. • Scheduled Duration – Automatically matches what is typed into the Duration, but the Duration field is “blank”. This field is read-only.

10. New Flag – Manually Scheduled Task • Since you can type text in fields for Manually Scheduled tasks, these baselines keep the original Baseline Estimated Duration (0-10). If a task is converted to Auto Scheduled, then the future Baselines and Estimated baselines will have the “new” data and will match.

11. New Flag – Warnings • Warnings – Flag with a Yes in the field when there is a scheduling conflict or problem. • Ignore Warnings – Flags whether or not the warning flag above shows messages and icons. • Use the Inspect Task to understand and correct the warning condition.

12. Enhancements to Views • Zooming the view • Autofilter turned on by default • Highlight and regular filters are just modes of showing the filters. Creating a new filter in one pane creates the filter in the other. • F3 stops all filtering • Maintain Hierarchy is a switch that is on for any one group until you de-select it on that group. • Shift F3 removes groups

13. New/Enhanced Views • The Timeline • Showing objects/tasks on the timeline • Callouts and bars • Team Planner only in Professional Version • If you drag a task in Team Planner the system sets a SNET constraint on it.

14. Interactionswith SharePoint • Interaction with SharePoint • To save as SharePoint, must use Share point Foundation 2010 or SharePoint Server 2010, nothing earlier. • Can publish a manually-scheduled, FS, non-constrained, totally “flat” project file to a SharePoint list. Team members can update progress through the SharePoint site and the PM can sync and get updates. TM can even add new tasks, but it’s not that flexible, yet.

15. Reporting • Visual Reports