Working with Project Smart Tags

When you make certain types of adjustments to your project plan, Microsoft Project can present Smart Tag indicators with option buttons (see Figure 1-26). These Smart Tags specify the action you've just taken, along with any possible implications that action might have. You get information, especially in certain ambiguous situations, to make sure that the result is really your intention. You also see options to switch to a different action if your intention was for a different outcome. Only...

Project Management Practices Administrative Closure

As you complete each major milestone or phase, you've probably been getting formal acceptance of that phase by the sponsor or customer. The sponsor reviews the deliverables and checks that the scope and quality of work are completed satisfactorily and then signs off his or her acceptance of that phase. When you reach the end of the project, you get your final acceptance and signoff, which at this point should be a formality because the sponsor has been involved and signing off on the interim...

Importing a Project Task List from Excel

You can make your project plan more accurate and inclusive by integrating the suggestions and concrete input of team members and stakeholders into the project plan. Specifically, you can have others on the team create a task list from an Excel workbook and quickly incorporate it into Microsoft Project. Using the Microsoft Project Task List template in Excel, introduced in Project 2002, this process becomes seamless. The standard Excel importing process involves mapping the Excel columns to the...

Exporting Selected Data to Excel

To export only information you choose, follow these steps 1 In Microsoft Project, open the project plan that contains the project information you want to export. 3 Browse to the drive and folder where you want to save your information. 4 In the Save As File Type list, click Microsoft Excel Workbook (*.xls). 5 In the File Name box, enter a name for your new Excel file. By default, the project file name is adopted with the .xls extension. The first page of the Export Wizard appears. 7 On the...

Exporting Complete Project Data to Excel

Assignment With Excel

You can export more complete information about tasks, resources, and assignments. With this method, Microsoft Project organizes data into Task, Resource, and Assignment data types, which in turn are presented in their own separate worksheets in the single Excel workbook. To create a complete Excel workbook of project information from your project file, follow these steps 1 In Microsoft Project, open the project whose information you want to export to Excel. 3 Browse to the drive and folder...