WELCOME TO BOSTON PPM COMMUNITY May 2 nd , 2018 Presentation will start at 6:00 pm Please enjoy food, beverage, and networking
AGENDA From - To Topic 5:30 – 6:00 pm Registration, Refreshments & Networking 6:00 – 6:15 pm Welcome & Introductions Announcements Upcoming Meeting Topic Discussion MS Project Tip 6:15 – 7:15 pm Baselines and Getting Organized . Presented by John Riopel Audience Participation / Speaker Q&A 7:15 – 7:30 pm Wrap-up, Networking Sessions, and Final Remarks 2
TOOL TIP OF THE MONTH Presentation will start at 6:15 pm Please enjoy food, beverage, and networking
WORKING WITH CUSTOM FIELDS AND FORMULAS “ This video provides learning skills for creating custom fields and formulas based on a business scenario. 4
INTRODUCTIONS AND QUICK HELLO 1. Name 2. Company 3. What Microsoft Project area are you looking for help with? Leader Mark Wells, MCTS, PMP mark.wells.2.ctr@us.af.mil grandpmark77@gmail.com Leader of Marketing Jan Wells, PMP janwellspmp@comcast.net Board Member Christina Beggs Christina.beggs.ctr@us.af.mil Board Member Jacques Goupil, PMP, MCP, MCTS, V-TSP, CIE Jacques.Goupil@ppmworks.com President - PPM Works, Inc. www.ppmworks.com Board Member Ed Yee, PMP e_yee888@yahoo.com Board Member John Riopel, PMP, MCP, MCTS jriopel@pm-providers.com www.pm-providers.com President - PM Providers Your name?? 5
MPUG BOSTON MEETING DATES • MEETINGS ARE SCHEDULED THE FIRST WEDNESDAY OF THE MONTH - HELD AT CONSTANT CONTACT IN WALTHAM Location: 2018 WEDNESDAY, MAY 2 ND 1601 Trapelo Road, Waltham, MA WEDNESDAY, JUNE 6 TH Exit 28 off 1-95 South Exit 28B off I-95 North WEDNESDAY, SEPT 5 TH WEDNESDAY, OCT 3 RD WEDNESDAY, NOV 7 TH
BOSTON PPM COMMUNITY UPCOMING EVENTS Date Topic Speaker Wednesday, May 2 nd Baselines and Getting Organized John Riopel Wednesday, June 6 th Milestones Professional Gordon Chartier Wednesday, Sept 5 th TBD Phil Perkins
CALL FOR PRESENTERS WHY: • SHARE YOUR KNOWLEDGE WITH YOUR PEERS • RECEIVE PDUS • GIVE BACK TO YOUR PROJECT COMMUNITY WHAT: 1. PRESENT YOUR OWN FULL-LENGTH TOPIC (45 MINUTES) WHEN: THE FOLLOWING SESSIONS ARE AVAILABLE • WEDNESDAY, SEPTEMBER 5 TH • WEDNESDAY, OCTOBER 3 RD • WEDNESDAY, NOVEMBER 7 TH
POTENTIAL MEETING TOPICS • ??
MS PROJECT TIP
ORGANIZER? • ALLOWS YOU TO MOVE CUSTOM AND OUT OF THE BOX FUNCTIONS TO OTHER PROJECT FILES OR TO THE COMPUTER GLOBAL FILE - GLOBAL.MPT • AUTOMATICALLY ADD NEW VIEWS, TABLES, FILTERS, AND GROUPS TO THE GLOBAL – ADVANCED OPTIONS
WHAT IS A BASELINE? • THE PROJECT'S BASELINE IS USED TO MEASURE HOW PERFORMANCE DEVIATES FROM THE PLAN . • A PROJECT'S BASELINE IS DEFINED AS THE ORIGINAL SCOPE, COST AND SCHEDULE. THERE ARE TWO TYPES IN MICROSOFT PROJECT: FULL BASELINES INTERIM BASELINES
WHAT HAPPENS WHEN YOU USE EITHER OPTION? • FULL BASELINE • COPIES START, FINISH, WORK, DURATION AND COST TO • SELECTED FULL BASELINE – BASELINE 0-10 • INTERIM PLAN BASELINE • COPIES START AND FINISH ONLY TO • SELECTED START (X) TO FINISH (X), WHERE X IS 1-10 OF THE SAME NUMBER
WHICH TASKS AM I BASELINING? • ENTIRE PROJECT • ALL TASKS • SELECTED TASKS • MUST SELECT THE TASKS PRIOR TO CHOOSING THE SET BASELINE BUTTON ON THE PROJECT RIBBON • ROLL UP BASELINES • TO ALL SUMMARY TASK - UPDATED BASELINE DATA FOR THE NEW TASKS IS ROLLED UP TO ALL ASSOCIATED SUMMARY TASKS, NOT JUST THE NEAREST SUMMARY TASK. • FROM SUBTASKS INTO SELECTED SUMMARY TASKS - BASELINE DATA IS UPDATED ONLY FOR THE SELECTED SUMMARY TASK. TYPICALLY, YOU’LL DO THIS SO THAT ONLY THE NEAREST SUMMARY TASK REFLECTS THE NEW ROLL-UP DATA.
CAN I NAME A BASELINE? • SHOW:=TRUE • BASELINESAVE INTO:=PJINTOBASELINE8 NOT REALLY • • END SELECT GANTTBARSTYLEBASELINE BASELINE:=8, SHOW:=TRUE • YOU CAN CREATE A MACRO, HOWEVER • VIEWAPPLY "TRACKING GANTT" • CASE "QUALIFICATION INTERIM 2" THAT DOES SORT OF THAT • END SUB • BASELINESAVE INTO:=PJINTOBASELINE • BASELINESAVE INTO:=PJINTOBASELINE9 • PRIVSELECT CASE STAGEBOX.VALUE • PRIVATE SUB SAVEBASELINEBUTTON_CLICK() • GANTTBARSTYLEBASELINE BASELINE:=9, SHOW:=TRUE • CASE "CONCEPT" • • SELECT CASE STAGEBOX.VALUE ATE SUB DISPLAY_CLICK() • GANTTBARSTYLEBASELINE BASELINE:=1, SHOW:=TRUE • CASE "CONCEPT" • CASE "LAUNCH" • CASE "FEASIBILITY" • BASELINESAVE INTO:=PJINTOBASELINE • BASELINESAVE INTO:=PJINTOBASELINE • GANTTBARSTYLEBASELINE BASELINE:=2, SHOW:=TRUE • BASELINESAVE INTO:=PJINTOBASELINE1 • BASELINESAVE INTO:=PJINTOBASELINE10 • CASE "INITIATE" • GANTTBARSTYLEBASELINE BASELINE:=1, SHOW:=TRUE • GANTTBARSTYLEBASELINE BASELINE:=10, SHOW:=TRUE • GANTTBARSTYLEBASELINE BASELINE:=3, SHOW:=TRUE • • CASE "FEASIBILITY" END SELECT • CASE "DEVELOPMENT" • BASELINESAVE INTO:=PJINTOBASELINE • VIEWAPPLY "TRACKING GANTT" • GANTTBARSTYLEBASELINE BASELINE:=4, SHOW:=TRUE • BASELINESAVE INTO:=PJINTOBASELINE2 • END SUB • CASE "DEVELOPMENT INTERIM 1" • GANTTBARSTYLEBASELINE BASELINE:=2, SHOW:=TRUE • GANTTBARSTYLEBASELINE BASELINE:=5, SHOW:=TRUE • CASE "INITIATE" • PRIVATE SUB STAGEBOX_CHANGE() • CASE "DEVELOPMENT INTERIM 2" • • BASELINESAVE INTO:=PJINTOBASELINE END SUB • GANTTBARSTYLEBASELINE BASELINE:=6, SHOW:=TRUE • BASELINESAVE INTO:=PJINTOBASELINE3 • CASE "QUALIFICATION" • GANTTBARSTYLEBASELINE BASELINE:=3, SHOW:=TRUE • PRIVATE SUB USERFORM_INITIALIZE() • GANTTBARSTYLEBASELINE BASELINE:=7, SHOW:=TRUE • CASE "DEVELOPMENT" • STAGEBOX.ADDITEM ("CONCEPT") • CASE "QUALIFICATION INTERIM 1" • • BASELINESAVE INTO:=PJINTOBASELINE STAGEBOX.ADDITEM ("FEASIBILITY") • GANTTBARSTYLEBASELINE BASELINE:=8, SHOW:=TRUE • • BASELINESAVE INTO:=PJINTOBASELINE4 STAGEBOX.ADDITEM ("INITIATE") • CASE "QUALIFICATION INTERIM 2" • GANTTBARSTYLEBASELINE BASELINE:=4, SHOW:=TRUE • STAGEBOX.ADDITEM ("DEVELOPMENT") • GANTTBARSTYLEBASELINE BASELINE:=9, SHOW:=TRUE • CASE "DEVELOPMENT INTERIM 1" • STAGEBOX.ADDITEM ("DEVELOPMENT INTERIM 1") • CASE "LAUNCH" • BASELINESAVE INTO:=PJINTOBASELINE • STAGEBOX.ADDITEM ("DEVELOPMENT INTERIM 2") • GANTTBARSTYLEBASELINE BASELINE:=10, SHOW:=TRUE • BASELINESAVE INTO:=PJINTOBASELINE5 • STAGEBOX.ADDITEM ("QUALIFICATION") • CASE "ALL" • • GANTTBARSTYLEBASELINE BASELINE:=5, SHOW:=TRUE STAGEBOX.ADDITEM ("QUALIFICATION INTERIM 1") • GANTTBARSTYLEBASELINE BASELINE:=1, SHOW:=TRUE • CASE "DEVELOPMENT INTERIM 2" • STAGEBOX.ADDITEM ("QUALIFICATION INTERIM 2") • GANTTBARSTYLEBASELINE BASELINE:=2, SHOW:=TRUE • BASELINESAVE INTO:=PJINTOBASELINE • STAGEBOX.ADDITEM ("LAUNCH") • GANTTBARSTYLEBASELINE BASELINE:=3, SHOW:=TRUE • BASELINESAVE INTO:=PJINTOBASELINE6 • STAGEBOX.ADDITEM ("ALL") • GANTTBARSTYLEBASELINE BASELINE:=4, SHOW:=TRUE • GANTTBARSTYLEBASELINE BASELINE:=6, SHOW:=TRUE • END SUB • GANTTBARSTYLEBASELINE BASELINE:=5, SHOW:=TRUE • CASE "QUALIFICATION" • GANTTBARSTYLEBASELINE BASELINE:=6, SHOW:=TRUE • BASELINESAVE INTO:=PJINTOBASELINE • PRIVATE SUB CANCELBUTTON_CLICK() • GANTTBARSTYLEBASELINE BASELINE:=7, SHOW:=TRUE • BASELINESAVE INTO:=PJINTOBASELINE7 • CBFORM.HIDE • GANTTBARSTYLEBASELINE BASELINE:=8, SHOW:=TRUE • GANTTBARSTYLEBASELINE BASELINE:=7, SHOW:=TRUE • END SUB • GANTTBARSTYLEBASELINE BASELINE:=9, SHOW:=TRUE • CASE "QUALIFICATION INTERIM 1" • GANTTBARSTYLEBASELINE BASELINE:=10, • BASELINESAVE INTO:=PJINTOBASELINE
LET’S HEAR FROM YOU!
QUESTIONS?
BREAK-OUT SESSIONS & REFRESHMENTS
WHO WE ARE PM PROVIDERS IS A FULL-SERVICE PROFESSIONAL SERVICES FIRM PROVIDING PROJECT MANAGEMENT & COLLABORATION SOLUTIONS THAT DELIVER BUSINESS RESULTS AND DRIVE TRANSFORMATIONAL CHANGE. WE DELIVER COMPREHENSIVE CONSULTING SERVICES WHICH ENABLE OUR CLIENTS TO REALIZE KEY BUSINESS INITIATIVES THROUGH A UNIQUE COMBINATION OF HIGHLY EFFECTIVE PARTNERING, TARGETED TRAINING, AND STRATEGIC DEPLOYMENT OF PROJECT MANAGEMENT AND COLLABORATION TECHNOLOGIES. 21
THANK YOU • CLAIMING PDUS: HTTPS://CCRS.PMI.ORG/CLAIM • TONIGHT’S PDU # IS MSBPUG01 CLAIM 1 HOUR
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