Select Checkpoint
9 Select the Analyst check bo
on the generic resource list.
Jan clicks Match, which filters resources with the Analyst skill from the Resource Pool.
10 Click Match.
To find an available Analyst, Jan selects a number of resources with the Analyst skill from the resource pool.
11 Select the check boxes for the
following names: Hatim Aiad Ben Spain TiAnna Jones
The Resource Availability view helps Jan to find the right resource with availability to work on his project.
12 Click Resource Availability in
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He sees a graph showing availability of the selected Analysts for a given duration.
Jan then applies the Remaining Availability view so that he can see which Analysts are available during the selected time period. The graph displays that Ben Spain is busy, but Hatim and TiAnna are available. Jan decides to use Hatim on the project.
13 From the View drop-down
list, click Remaining
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Jan decides to use Hatim on the project, closes the browser, and returns to the Build Team view.
14 Close the browser.
15 In the Build Team view, clear
all check boxes except for the check box for Hatim Aiad.
Jan replaces the generic role of Analyst with Hatim Aiad.
16 Click Replace.
By clicking Save & Close, Jan saves his changes to Project Server and returns to the Project Center view.
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Now that he has created the project team, Jan wants to look at the project schedule. He clicks the Payroll System
Upgrade project, which
takes him to the Workflow Status page for this project.
18 Click Payroll System Upgrade.
The Workflow Status page shows that the project is in the Plan stage. In this stage, there are four PDPs available and the workflow is waiting for input to proceed to next stage.
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Jan can build and edit project schedules using either a Web browser or Project Professional. By clicking Schedule, Jan goes to the Schedule PDP of the project, which displays the Project plan on the Web.
19 In the left navigation panel,
click Schedule.
By clicking Edit Project, Jan checks out the project for editing.
20 In the Projects tab, click Edit Project.
The edited tasks are
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Jan wants to insert a task between Secure project
sponsorship and Define preliminary resources. He
clicks Define preliminary
resources task.
22 Under Scope, click Define preliminary resources.
Jan clicks the Insert button in the Task tab to add a new task.
23 In the Task tab, click Insert.
He names the new task
Check resource availability. 24 Add the new task with name Check resource availability
with duration of 1d. Jan links the new task with
the Define preliminary
resources task.
25 Click both Check resource availability and Define preliminary resources.
He clicks the link button ( ) in the Editing menu.
26 In the Editing menu in the Task tab, click the icon.
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After making these changes, Jan wants to recalculate the project end date. He clicks the Calculate button. Jan sees immediate changes to dates when duration values are changed. The Web-based project editing capabilities also include change highlighting and multi-level undo.
27 Click Calculate in the Task
tab.
Jan saves the changes. 28 Click Save in the Task tab.
Jan commits his changes to Project Server.
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The Online Editing feature has enabled Jan to make simple changes to common task fields and to see the impact of these changes without opening the schedule in Project
Professional. Jan can edit the project from almost any location.
In this way, Project Server 2010 empowers the mobile workforce by enabling Web- based project scheduling.
30 Click Close in the Project tab.
Because Jan has finished this section of the project he checks in the project.
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By checking in the project, Jan returns to Project Center.
32 Select the row containing Payroll System Upgrade in
Project Center.
Jan also needs to perform more difficult actions, such as resolving resource over- allocation, saving baseline, and so forth.
Jan opens the project in Project Professional.
33 In the Projects tab, click Open.
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By clicking In Project
Professional for Editing,
Jan opens the Project Plan in Project Professional 2010.
34 Click In Project Professional for Editing.
Jan views the Project Plan. 35 In the Ribbon, click the View
tab. The new Team Planner in
Project Professional 2010 provides a graphical view that helps Jan more effectively manage resource assignments.
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Jan can use this view to visually manage resource assignments.
The bottom panel of the window shows all tasks that are scheduled but have not yet assigned.
The bottom left shows unassigned unscheduled tasks
The section to the right of the resource names shows assigned but unscheduled tasks.
Users can simply drag and
37 Click the Secure Project Sponsorship task in the
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drop tasks within these sections as required
Jan clicks the Secure Project
Sponsorship task in the
bottom section of the screen.
The Team Planner makes it easy to manage task and resource allocation. Tasks which cause an over allocation of a resource are highlighted in red. Tasks can simply be dragged and dropped to other resources to resolve the situation. Jan finds an available resource and drags the
Secure Project Sponsorship
task to the appropriate place in the schedule.
38 Drag Secure Project
Sponsorship to the top-right
quadrant of the view. (Drag
Secure Project Sponsorship
to a resource that is not overloaded, making sure to align to the task’s original place in the schedule.)
Jan leaves the Team Planner view and goes to the Gantt
Chart view of the project.
In the Gantt Chart view, he reviews the effects of his changes.
39 In the Ribbon, click the View
tab and then click Gantt
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Jan wants to view a simple Timeline for the project.
40 Right-click the Gantt Chart,
which is on the right of the project plan.
Right-clicking the Gantt Chart opens the Timeline view at the top of the project plan. This provides an easier way to share project schedules.
Note: Tasks have already
been pre-selected for this timeline view.
41 Click Show Timeline.
Jan quickly reviews the key phases and milestones through simple timeline view.
Selecting the Timeline view automatically selects the
Format tab in the Ribbon.
The Format tab contains features to help Jan edit the Timeline view.
Using the Format options in the Fluent user interface, Jan
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can quickly customize the Timeline by changing the bar colors or re-arranging tasks as callouts.
He can also copy the graphic and paste into Microsoft Office Outlook®, Microsoft
Office PowerPoint®, and
other Microsoft Office tools. Jan wants to communicate the project timeline to his team.
43 In the Format tab, click Copy Timeline.
Jan clicks For Presentation
to copy the timeline. 44 Click For Presentation.
Please note: In order to continue to the next step – in this Beta version of the demo – you must perform the following steps to be able
to open the PowerPoint slides:
Open Microsoft PowerPoint 2010 (Beta) from the Start menu
To add “C:\USERS” into the trusted locations – perform the following steps: o Choose File -> Options
o Select the tab Trust Center
o Click the Trust Center settings… button right
o In the Trust Center window select Trusted Locations tab o Click Add new location… button
o In the Microsoft Office Trusted Location dialog –
Type “C:\USERS\” (without quotes) into the Path box
Make sure to check the Subfolders of this location are also trusted o Press OK button three times to close all previosly opened windows
Now you can proceed to the next step
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Jan opens his existing presentation, which he is creating for the project kick- off meeting.
45 On the desktop, double-click
the Payroll System Upgrade-
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The Payroll System Upgrade- Project Kick Off presentation includes details such as Overview, Requirements, Milestones, Team Allocation, and Risks.
Jan can insert the Timeline view copied from Project Professional into the Milestone slide of the presentation.
46 Scroll to slide 6.
Jan pastes the copied Timeline view from Project 2010 Professional into the PowerPoint presentation.
47 Right-click the slide and then
click Paste Options.
48 Click the paste option on the
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By copying from Project 2010 Professional and pasting to PowerPoint, Jan can create, customize, and share the powerful Timeline view with team members and key stakeholders.
49 In the File menu, click Save. 50 Close PowerPoint.
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Because Jan has completed initial project planning, he returns to Project 2010 Professional, which has the
Payroll System Upgrade
project plan opened.
51 Return to the Project 2010
Professional window.
Jan wants to baseline his
project. 52 In the Ribbon, click the Project tab. 53 In the Ribbon, click the Set
Baseline drop-down list and
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Jan uses the Baseline 1 field to save the current status of the project plan. Because Baseline 1 has been previously saved, he overwrites it with his new changes.
For a given project, a project manager can save 11 different baselines. These baseline values can then be used to quickly compare and contrast budgeted values to actual values and to forecast values. These comparisons can help project managers to measure project progress.
54 In the Set Baseline drop-
down list, click Baseline 1
(last saved on Wed 12/16/09).
55 Click OK.
Jan confirms that he wants to overwrite Baseline 1.
56 Click Yes.
He opens the Backstage
menu. 57 Click File. Jan saves the changes to the
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When the save is completed, the message ―Save
completed successfully‖ appears at the bottom of the Project 2010 Professional window.
Jan now commits his changes to Project Server using the Publish function.
59 Click Publish.
When the publishing is complete, the message ―Publish completed successfully‖ appears at the bottom strip of Project Professional window. He then closes the Project Plan.
60 Once the project is
successfully published, click
Close.
Because Jan is done with the project plan, he checks it in.
61 Click Yes to check in the
project.
After saving all changes, Jan closes the Project
Professional.
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Clicking Exit returns Jan to the Project Center.
Jan can use the out-of-the- box Status Reports feature to create and request status reports from the resources in his team.
63 In the left navigation panel,
under Resources, click Status
Reports.
Jan goes to the Status Reports page, which has two sections—Request and
Response.
The Request option allows Jan to create custom status reports to collect and combine progress updates from his team members.
64 Under the Requests section,
click New and then click New
Request.
By clicking New Status, Jan opens the new status report page, with which Jan can request his team members to send the status report.
65 Under * Title, change the text
from New Status Report to
Status Report for Payroll System Upgrade project
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Jan edits the report title. Jan can also define the recurrence of the status report (for example, weekly, monthly, yearly), select the resources, and define the sections (for example, Major Accomplishments, Objectives for Next Period, Hot Issues) that need to be completed in the report.
Jan specifies that the report is due on Monday.