WELCOME TO BOSTON PPM COMMUNITY. May 2 nd, 2018 Presentation will start at 6:00 pm Please enjoy food, beverage, and networking

Transcription

1 WELCOME TO BOSTON PPM COMMUNITY May 2 nd, 2018 Presentation will start at 6:00 pm Please enjoy food, beverage, and networking

2 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

3 TOOL TIP OF THE MONTH Presentation will start at 6:15 pm Please enjoy food, beverage, and networking

4 WORKING WITH CUSTOM FIELDS AND FORMULAS This video provides learning skills for creating custom fields and formulas based on a business scenario. 4

5 INTRODUCTIONS AND QUICK HELLO 1. Name 2. Company 3. What Microsoft Project area are you looking for help with? Leader Mark Wells, MCTS, PMP Leader of Marketing Jan Wells, PMP Board Member Christina Beggs Board Member Jacques Goupil, PMP, MCP, MCTS, V-TSP, CIE President - PPM Works, Inc. Jacques.Goupil@ppmworks.com Board Member Ed Yee, PMP e_yee888@yahoo.com Board Member John Riopel, PMP, MCP, MCTS President - PM Providers jriopel@pm-providers.com Your name?? 5

6 MPUG BOSTON MEETING DATES MEETINGS ARE SCHEDULED THE FIRST WEDNESDAY OF THE MONTH - HELD AT CONSTANT CONTACT IN WALTHAM 2018 WEDNESDAY, MAY 2 ND WEDNESDAY, JUNE 6 TH WEDNESDAY, SEPT 5 TH WEDNESDAY, OCT 3 RD WEDNESDAY, NOV 7 TH Location: 1601 Trapelo Road, Waltham, MA Exit 28 off 1-95 South Exit 28B off I-95 North

7 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

8 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

9 ?? POTENTIAL MEETING TOPICS

10 MS PROJECT TIP

11 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

12 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

13 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

14 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.

15 NOT REALLY YOU CAN CREATE A MACRO, HOWEVER THAT DOES SORT OF THAT PRIVSELECT CASE STAGEBOX.VALUE CASE "CONCEPT" GANTTBARSTYLEBASELINE BASELINE:=1, SHOW:=TRUE CASE "FEASIBILITY" GANTTBARSTYLEBASELINE BASELINE:=2, SHOW:=TRUE CASE "INITIATE" GANTTBARSTYLEBASELINE BASELINE:=3, SHOW:=TRUE CASE "DEVELOPMENT" GANTTBARSTYLEBASELINE BASELINE:=4, SHOW:=TRUE CASE "DEVELOPMENT INTERIM 1" GANTTBARSTYLEBASELINE BASELINE:=5, SHOW:=TRUE CASE "DEVELOPMENT INTERIM 2" GANTTBARSTYLEBASELINE BASELINE:=6, SHOW:=TRUE CASE "QUALIFICATION" GANTTBARSTYLEBASELINE BASELINE:=7, SHOW:=TRUE CASE "QUALIFICATION INTERIM 1" GANTTBARSTYLEBASELINE BASELINE:=8, SHOW:=TRUE CASE "QUALIFICATION INTERIM 2" GANTTBARSTYLEBASELINE BASELINE:=9, SHOW:=TRUE CASE "LAUNCH" GANTTBARSTYLEBASELINE BASELINE:=10, SHOW:=TRUE CASE "ALL" CAN I NAME A BASELINE? GANTTBARSTYLEBASELINE BASELINE:=1, SHOW:=TRUE GANTTBARSTYLEBASELINE BASELINE:=2, SHOW:=TRUE GANTTBARSTYLEBASELINE BASELINE:=3, SHOW:=TRUE GANTTBARSTYLEBASELINE BASELINE:=4, SHOW:=TRUE GANTTBARSTYLEBASELINE BASELINE:=5, SHOW:=TRUE GANTTBARSTYLEBASELINE BASELINE:=6, SHOW:=TRUE GANTTBARSTYLEBASELINE BASELINE:=7, SHOW:=TRUE GANTTBARSTYLEBASELINE BASELINE:=8, SHOW:=TRUE GANTTBARSTYLEBASELINE BASELINE:=9, SHOW:=TRUE GANTTBARSTYLEBASELINE BASELINE:=10, SHOW:=TRUE END SELECT VIEWAPPLY "TRACKING GANTT" END SUB PRIVATE SUB SAVEBASELINEBUTTON_CLICK() SELECT CASE STAGEBOX.VALUE CASE "CONCEPT" BASELINESAVE INTO:=PJINTOBASELINE BASELINESAVE INTO:=PJINTOBASELINE1 GANTTBARSTYLEBASELINE BASELINE:=1, SHOW:=TRUE CASE "FEASIBILITY" BASELINESAVE INTO:=PJINTOBASELINE BASELINESAVE INTO:=PJINTOBASELINE2 GANTTBARSTYLEBASELINE BASELINE:=2, SHOW:=TRUE CASE "INITIATE" BASELINESAVE INTO:=PJINTOBASELINE BASELINESAVE INTO:=PJINTOBASELINE3 GANTTBARSTYLEBASELINE BASELINE:=3, SHOW:=TRUE CASE "DEVELOPMENT" BASELINESAVE INTO:=PJINTOBASELINE BASELINESAVE INTO:=PJINTOBASELINE4 GANTTBARSTYLEBASELINE BASELINE:=4, SHOW:=TRUE CASE "DEVELOPMENT INTERIM 1" BASELINESAVE INTO:=PJINTOBASELINE BASELINESAVE INTO:=PJINTOBASELINE5 GANTTBARSTYLEBASELINE BASELINE:=5, SHOW:=TRUE CASE "DEVELOPMENT INTERIM 2" BASELINESAVE INTO:=PJINTOBASELINE BASELINESAVE INTO:=PJINTOBASELINE6 GANTTBARSTYLEBASELINE BASELINE:=6, SHOW:=TRUE CASE "QUALIFICATION" BASELINESAVE INTO:=PJINTOBASELINE BASELINESAVE INTO:=PJINTOBASELINE7 GANTTBARSTYLEBASELINE BASELINE:=7, SHOW:=TRUE CASE "QUALIFICATION INTERIM 1" BASELINESAVE INTO:=PJINTOBASELINE BASELINESAVE INTO:=PJINTOBASELINE8 GANTTBARSTYLEBASELINE BASELINE:=8, SHOW:=TRUE CASE "QUALIFICATION INTERIM 2" BASELINESAVE INTO:=PJINTOBASELINE BASELINESAVE INTO:=PJINTOBASELINE9 GANTTBARSTYLEBASELINE BASELINE:=9, SHOW:=TRUE ATE SUB DISPLAY_CLICK() CASE "LAUNCH" BASELINESAVE INTO:=PJINTOBASELINE BASELINESAVE INTO:=PJINTOBASELINE10 GANTTBARSTYLEBASELINE BASELINE:=10, SHOW:=TRUE END SELECT VIEWAPPLY "TRACKING GANTT" END SUB PRIVATE SUB STAGEBOX_CHANGE() END SUB PRIVATE SUB USERFORM_INITIALIZE() STAGEBOX.ADDITEM ("CONCEPT") STAGEBOX.ADDITEM ("FEASIBILITY") STAGEBOX.ADDITEM ("INITIATE") STAGEBOX.ADDITEM ("DEVELOPMENT") STAGEBOX.ADDITEM ("DEVELOPMENT INTERIM 1") STAGEBOX.ADDITEM ("DEVELOPMENT INTERIM 2") STAGEBOX.ADDITEM ("QUALIFICATION") STAGEBOX.ADDITEM ("QUALIFICATION INTERIM 1") STAGEBOX.ADDITEM ("QUALIFICATION INTERIM 2") STAGEBOX.ADDITEM ("LAUNCH") STAGEBOX.ADDITEM ("ALL") END SUB PRIVATE SUB CANCELBUTTON_CLICK() CBFORM.HIDE END SUB

16 LET S HEAR FROM YOU!

17 QUESTIONS?

18 BREAK-OUT SESSIONS & REFRESHMENTS

19 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

20 THANK YOU CLAIMING PDUS: TONIGHT S PDU # IS MSBPUG01 CLAIM 1 HOUR