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

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

Creating and applying codes

demo

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

Enterprise-wide components

• Live within the Enterprise

Global

You can:

• Copy into Enterprise Global

using the Organiser

• Use templates for

standardising options

Enterprise-wide components

demo

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 youAndy Jessop

Project Learning LimitedTel: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