Creating Standards in Microsoft Project: Best Practices and Tips by Andy Jessop
Establishing standards in Microsoft Project is vital for ensuring consistency and clarity across projects. This guide by Andy Jessop of Project Learning Limited highlights the importance of creating uniform views and definitions to facilitate portfolio-wide information sharing. Discover how to utilize common components to build views, define custom fields, and apply consistent coding for projects and resources. Learn to share components effectively and harness enterprise-wide solutions. Educate project managers on the benefits of standardization to improve project success.
Creating Standards in Microsoft Project: Best Practices and Tips by Andy Jessop
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Presentation Transcript
Hints and Tips Creating standards in Microsoft Project Andy Jessop – Managing Director Project Learning Limited
Why have standards? • To create consistent views • To have consistent project/resource/task definitions • To share portfolio-wide information
Create views using common components • Why use components? You can: • Utilise standard building blocks • Apply one table to many views • Define JUST the fields you require
Views and Tables demo
Use codes to define projects, resources and tasks You can: Use masks to create structure Create lookup tables Apply codes to projects, resources and tasks Create consistent definitions
Sharing components • Components can be shared You can: • Use the organiser to copy components between projects • Import custom fields from one project to another
Sharing components demo
Live within the Enterprise Global You can: Copy into Enterprise Global using the Organiser Use templates for standardising options Enterprise-wide components
Conclusions • Find out who needs and uses which components • Gather good components from existing projects • Educate project managers about standard components and how / why to use them • Don’t let project managers reinvent the wheel
Thank you Andy Jessop Project Learning Limited Tel:01943–466464 Email: andyj@projectlearning.net Download tips and tricks for free & try the Microsoft Project quiz online at: www.projectlearning.net/project_companion.htm
