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Hints and Tips
Creating standards in Microsoft Project
Andy Jessop – Managing Director
Project Learning Limited
![Page 2: Hints and Tips Creating standards in Microsoft Project Andy Jessop – Managing Director Project Learning Limited](https://reader036.vdocument.in/reader036/viewer/2022062805/5697c00d1a28abf838cc99fc/html5/thumbnails/2.jpg)
Why have standards?
• To create consistent views
• To have consistent project/resource/task
definitions
• To share portfolio-wide information
![Page 3: Hints and Tips Creating standards in Microsoft Project Andy Jessop – Managing Director Project Learning Limited](https://reader036.vdocument.in/reader036/viewer/2022062805/5697c00d1a28abf838cc99fc/html5/thumbnails/3.jpg)
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
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Views and Tables
demo
![Page 5: Hints and Tips Creating standards in Microsoft Project Andy Jessop – Managing Director Project Learning Limited](https://reader036.vdocument.in/reader036/viewer/2022062805/5697c00d1a28abf838cc99fc/html5/thumbnails/5.jpg)
Create consistent definitions• 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
![Page 6: Hints and Tips Creating standards in Microsoft Project Andy Jessop – Managing Director Project Learning Limited](https://reader036.vdocument.in/reader036/viewer/2022062805/5697c00d1a28abf838cc99fc/html5/thumbnails/6.jpg)
Creating and applying codes
demo
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Sharing components• Components can be shared
You can:
• Use the organiser to copy
components between
projects
• Import custom fields from
one project to another
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Sharing components
demo
![Page 9: Hints and Tips Creating standards in Microsoft Project Andy Jessop – Managing Director Project Learning Limited](https://reader036.vdocument.in/reader036/viewer/2022062805/5697c00d1a28abf838cc99fc/html5/thumbnails/9.jpg)
Enterprise-wide components
• Live within the Enterprise
Global
You can:
• Copy into Enterprise Global
using the Organiser
• Use templates for
standardising options
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Enterprise-wide components
demo
![Page 11: Hints and Tips Creating standards in Microsoft Project Andy Jessop – Managing Director Project Learning Limited](https://reader036.vdocument.in/reader036/viewer/2022062805/5697c00d1a28abf838cc99fc/html5/thumbnails/11.jpg)
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
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Thank youAndy Jessop
Project Learning LimitedTel:01943–466464
Email: [email protected]
Download tips and tricks for free& try the Microsoft Project quiz online
at:
www.projectlearning.net/project_companion.htm