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Entering project information

Оглавление

You can enter project information into Project in two ways:

 Choose File ⇒ Info. In the Project Information section on the right side of the screen, as shown in Figure 2-3, you can enter the start, finish, schedule from, current, and status dates for the project. All you have to do to make an entry or change an entry is click on it to display the controls — for example, to change the date, just click on the date picker. After choosing File ⇒ Info, you can click the Project Information down arrow, then click Advanced Properties. The Properties dialog box opens. Enter the name of the project where it says “Title” and enter your name where it says “Author.” You can also enter company name, keywords, and other information. This information is used in many of the automated reports that Project creates.

 On the Ribbon, go to the Project tab and click the Project Information icon. You see the Project Information dialog box, shown in Figure 2-4. It holds the same information as the Project Information section on the Info screen in the Backstage view.


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FIGURE 2-3: The result of choosing the File ⇒ Info command.


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FIGURE 2-4: The Project Information dialog box.

This list describes the settings within the Project Information dialog box:

 Start Date and Finish Date: For a project scheduled forward from the start date (see the next bullet), enter only the start date. Or if you schedule backward from the finish date, enter a finish date.

 Schedule From: You can choose to have tasks scheduled backward from the finish date or forward from the start date. Most folks move forward from the start date. Although you can schedule backward, use this feature only to schedule the work backward initially, by selecting the finish date and clicking the OK button. Immediately after doing so, return to this dialog box and revert to the (newly calculated) start date. If you don’t, you may encounter problems down the road if you eventually record progress. At that point, the end date will be fixed because you’ve backward-scheduled, and the start date will be fixed because you’ve recorded actuals, so the schedule will no longer be dynamic and won’t expand or contract.

 Current Date: By default, this setting matches the computer clock setting. However, you can change it so that it doesn’t match the computer clock setting. Changing this date is useful for looking at what-if scenarios or for tracking progress as of a certain date in the past or any date you choose.

 Status Date: You typically set the current date to track the progress on the project. When tracking, you usually want to see the status of the project as of the current moment, so you can ignore this setting. However, if you want to track as of the end of a fiscal period or another timeframe, change it to track the status of tasks as of any other date.

 Calendar: For now, assume you will use the Standard calendar. I describe calendars in Chapter 8.

 Priority: This field is useful if your organization has many projects and you create links among them. If you use a tool such as resource leveling (see Chapter 12 for more about this topic) to resolve conflicts, it can consider this project priority setting when calculating what to delay and what to keep on track.

Microsoft Project For Dummies

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