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Microsoft Project 2000 Product Enhancements Guide

 

Microsoft® Project 2000 for Windows®

Product Enhancements Guide

 

 

 

 

 

October 1999

 

 

 

 

 

 

 

 

 

 

 

 

 



Contents

 

Introduction........................................................................................... 1

Overview of New Features................................................................ 2

Improve team productivity by involving team members and other stakeholders in project management.............................................................................................................. 2

Increase the usefulness of Microsoft Project data for users.................... 3

Extend project management across the organization............................. 6

Features in Detail................................................................................. 8

Improve team productivity by involving team members and other stakeholders in project management.............................................................................................................. 8

Collaborative Planning With Microsoft Project Central........................... 8

Personal Gantt Chart............................................................................ 8

New Task............................................................................................. 9

Task Delegation................................................................................... 9

Show Microsoft Outlook Tasks............................................................. 9

View Nonworking Time......................................................................... 9

Workgroup.......................................................................................... 9

Collaborative Tracking With Microsoft Project Central.......................... 10

Timesheet.......................................................................................... 10

Actual Hours and Percent Complete Tracking...................................... 10

Auto-Accept Rules............................................................................. 10

Status Reports................................................................................... 11

Administration Module........................................................................ 11

Easy Access to Project Information...................................................... 12

Views................................................................................................ 12

Offline Capabilities............................................................................ 13

Increase the usefulness of Microsoft Project data for users.................. 14

Flexible Viewing................................................................................... 14

Grouping........................................................................................... 14

Outline Codes.................................................................................... 15

Graphical Indicators........................................................................... 17

Network Diagram............................................................................... 18

Fiscal Year in Timescale..................................................................... 20

Task Outline Level.............................................................................. 21

Roll Up Gantt..................................................................................... 21

Flexible Analysis.................................................................................. 21

Task Calendars.................................................................................. 21

Materials Resources........................................................................... 22

Deadline Dates.................................................................................. 22

Cross-Project Critical Path.................................................................. 22

Custom Fields: Value Lists................................................................. 22

Custom Fields: Formulas................................................................... 23

OLE DB............................................................................................ 23

Estimated Durations.......................................................................... 24

Month Duration Unit........................................................................... 24

Contoured Resource Availability......................................................... 24

Leveling............................................................................................ 24

Task and Project Priority..................................................................... 24

Work Breakdown Structure (WBS)....................................................... 25

Clear Baseline.................................................................................... 25

Easier Reporting................................................................................... 25

Scaling and Printing........................................................................... 25

Copy Picture..................................................................................... 26

Enhance User Confidence..................................................................... 26

HTML Help........................................................................................ 26

Adaptive Menus................................................................................. 26

Tooltips............................................................................................. 27

Templates.......................................................................................... 27

Variable Row Height........................................................................... 27

In-Cell Editing.................................................................................... 27

Fill Handle......................................................................................... 27

AutoSave.......................................................................................... 28

Office Server Extensions Support...................................................... 28

Single Document Interface................................................................. 28

Project Open and Save...................................................................... 28

Hyperlinks......................................................................................... 29

Default Save Format and Path............................................................ 29

Accessibility...................................................................................... 29

Extend project management across the organization............................ 30

Improve Capacity and Performance...................................................... 30

Database Performance...................................................................... 30

Resource Pooling.............................................................................. 31

Inserted Projects................................................................................ 31

Keep Users Up and Running................................................................. 31

Install on Demand.............................................................................. 31

Roaming User Support....................................................................... 31

Microsoft Windows Terminal Server Support....................................... 31

Pluggable Language User Interface..................................................... 31

Events.............................................................................................. 32

Event.................................................................................................... 32

Description........................................................................................... 32

COM Add-Ins..................................................................................... 32

Visual Basic for Applications.............................................................. 33

 



Introduction

 

 

Microsoft® Project 2000 is the sixth Windows® operating system-based release of what has grown to be the world’s most popular project management software. It represents a new milestone for Microsoft Corp.’s project management offerings. Microsoft Project’s installed base, which is well over 3 million users worldwide, includes a wide variety of user types, ranging from general knowledge workers to expert project managers. Microsoft Project 2000 is the result of an enormous research and development effort focused on this entire spectrum of customers and offers major feature additions and enhancements. Microsoft Project 2000 provides knowledge workers with the flexibility to collaboratively plan and track projects and deliver the results their business demands. It is the single planning tool needed in an organization.

In addition, a new companion product, Microsoft Project Central, is being introduced to work closely with Microsoft Project 2000. Microsoft Project Central is a Web-based collaboration tool, allowing two-way communication between everyone involved in a project and also allowing data access to anyone, even those without Microsoft Project 2000 on their desktops. With Microsoft Project 2000, Microsoft Project Central will make project management a much more accessible activity for a broader user audience than ever.

This product enhancements guide is designed to assist in your evaluation of Microsoft Project 2000 and Microsoft Project Central. The first section, Overview of New Features, provides a quick tabular list of the new and improved functionality in this release. The second section provides a detailed breakout of each feature, with accompanying screen shots where appropriate. To assist you in evaluating this product, features are grouped according to Microsoft’s design goals:

·         Improve team productivity by involving team members and other stakeholders in project management

·         Increase the usefulness of Microsoft Project data for users

·         Extend project management across the organization

 


Overview of New Features

Improve team productivity by involving team members and other stakeholders in project management

 

Microsoft Project Central will improve an organization’s productivity by involving everyone in project planning and tracking. Even team members without Microsoft Project 2000 can view and interact with project information using Microsoft Internet Explorer browser software (version 4.x or later) or a browser module for Microsoft Project Central (a Win32® API-based application shipped with the product for those using other browsers).

 

 

Feature

Description

 

Collaborative Planning With Microsoft Project Central

New

Personal Gantt Chart

This renders Gantt views like those in Microsoft Project to outline each team member’s own tasks across multiple projects.

New

New Task

Team members can create tasks; the project manager can approve those new tasks before adding them to the project plan.

New

Task Delegation

Once assigned by the project manger, tasks may be delegated from leads to team members or from peer to peer. Delegation can be disabled.

New

Show Microsoft Outlook® Tasks

Team members can show entries from their task list in the Outlook messaging and collaboration client so they can see all their project and nonproject tasks in a single location.

New

View Nonworking Time

Team members can report nonworking time to the project manager or can report nonproject time, such as vacation or sick leave.

Improved

Workgroup

Project managers can assign task responsibilities and track project status across workgroups to keep the project on track. Users can use e-mail alone, or with Microsoft Project Central, they can exchange project information at a Web site on their intranet or the Internet.

 

Collaborative Tracking With Microsoft Project Central

Improved

Timesheet

This is where team members can see their assignments across projects, enter updates and easily send them to the project manager.

Improved

Actual Hours and Percent Complete Tracking

Team members can track and report actual hours spent on each assigned task. Or, they can simply estimate what percentage of the task is complete when it’s difficult or unnecessary to track the actual number of hours spent on each task..


 

 

Collaborative Tracking With Microsoft Project Central (continued)

New

Auto-Accept Rules

Managers can reduce time spent in administrative activities by establishing rules to automatically accept actual hours, percent complete or any information in a custom field.

        New

Status Reports

Users can create custom report formats and request and receive team member status updates that Microsoft Project Central automatically rolls into a group report.

New

Administration Module

This provides project administrators with more control over definitions of nonproject time, views, formatting styles and security to ensure consistency in project-management approaches and organization structure.

 

Easy Access to Project Information

New

Views

Senior executives, managers and team members can access different views of projects, such as View Your Portfolio, View Your Project and View Assignments.

New

Offline Capabilities

Team members can take their timesheets and status reports offline and continue working on them from wherever they are.

Increase the usefulness of Microsoft Project data for users

Users can group, sort and filter their data based on the specific needs of their project to create exactly the views and reports they need.

 

 

Feature

Description

 

Flexible Viewing

New

Grouping

Users can quickly categorize and view rolled-up task and resource information in any way they need.

New

Outline Codes

Users can define their own outline codes instead of having to tie them to the outline structure of their project. They can use their custom outline codes to create alternate hierarchical structures for tasks or resources (e.g. with outline codes based on cost or job codes).

New

Graphical Indicators

Users can associate graphical indicators with the data in a custom field, so a particular image can be displayed in place of the actual data to easily spot potential problems.

Improved

Network Diagram

Formerly the PERT Chart, this view lets users customize network diagrams with new filtering and layout options, increased formatting features and enhanced box styles.

New

Fiscal Year in Timescale

Users can independently set the use of the fiscal year for both major and minor timescales to display data in the specific timescale combination they need.

 

Flexible Viewing (continued)

Improved

Rollup Gantt

Users can display Gantt bars for all subtasks on a single task summary line. They can also display all Gantt bars rolled up for a summary task without having to select bars individually to roll them up to the summary task bar.

 

Flexible Analysis

Improved

Task Outline Level

It is now much easier to expand and collapse the task outline structure from the Show button on the Formatting toolbar.

New

Task Calendars

Task-specific calendars let users create schedules that affect only selected tasks.

New

Materials Resources

Users can specify consumable resources such as lumber or concrete and assign them to tasks.

New

Deadline Dates

Users can remind the team of deadlines and alert them visually if deadlines cannot be met.

Improved

Cross-Project Critical Path

Users can calculate the critical path within each inserted project or across all inserted projects to see a single critical path for the overall master project.

New

Custom Fields: Value Lists

Users can employ user-defined pick-lists to restrict the values that can be entered into a custom field and simplify data entry with just a mouse click.

New

Custom Fields: Formulas

Users can add custom formulas for arithmetic calculations, conditional testing and functions to be applied to custom field data.

New

OLE DB

With OLE DB (read only), other applications can access Microsoft Project data, making it much easier to integrate project data across the enterprise.

New

Estimated Durations

Users can indicate that the duration of a given task is tentative by simply entering the duration followed by a “?” and return to the task at a later time to enter a confirmed duration.

New

Month Duration

Microsoft Project now supports months as a unit of duration.

New

Contoured Resource Availability

Users can create plans that incorporate time-phased resource availability information. For example, they can show that a resource’s availability increases from 50 percent to 100 percent from one period of time to another.

Improved

Leveling

Users can gain better control and faster performance when leveling resources by taking advantage of new scheduling features such as Task Calendars, a wider range of priority values, project-level priority and contoured resource availability.

 

Flexible Analysis (continued)

Improved

Task and Project Priority

Now there are 1,000 unique priority levels for tasks. The ability to assign project priority levels is new in Microsoft 2000.

Improved

Work Breakdown Structure

(WBS)

Users can format and number their WBS to ensure consistency and meet their project’s unique needs.