Effective Rules of Engagement for Microsoft Project and Excel Users
PMSA
PM TECHNOLOGY USER GROUP
RULES OF ENGAGEMENT FOR MICROSOFT PROJECT AND
MICROSOFT EXCEL
Speaker
Clifford Andrews is Absa Bank's Master Scheduler for the ABSA and
Barclays PLC Separation Program. He is currently accountable for
implementation of PPM Online, configuration, support and maintenance
based on ABSA’s Separation Program requirements. During the last 15
years he has been involved with numerous successful implementations of
Microsoft Project Systems. (Stand-alone, Enterprise Project Management
and Project Portfolio Management Systems.) Certification consist of MS:
Managing Projects with Microsoft Project 2013; MCTS: Microsoft Project
2010, Managing Projects and Configuration of Project Server.
Understand the landscape
Operating System
Regional Settings
Formats: -
English (South Africa)
…
Microsoft Excel
Back Stage (Key items)
Language
English (South Africa) <default>
…
Microsoft Project
Back Stage (Key items)
…
Demo 1
Walk through
of the
setting
required in
OS, Excel and MSP
How to Export
“Project related data” from MSP to Excel
Wizard - Use the “Project Excel Template”
Exports: –
Tasks_Table
Resource_Table
Assignment_Table
How to Import
“Project related data” from Excel to MSP
Wizard - Use the “Project Excel Template”
Imports: –
Tasks_Table
Resource_Table
Assignment_Table
Demo 2
How to Export
“Project related data” from MSP to Excel
Wizard - Use the “
Selected Data
”
New Map
Tasks (Export Includes Headers)
…
How to Import
“Project related data” from Excel to MSP
Wizard - Use the “
Selected Data
”
New Map - (Or point to the newly created Map when you
exported the data to Excel)
…
Self improvement in using MSP requires: -
• Not just reading …
• Work through real scenarios that you need to apply
• Look into functionality that you are not familiar with
• Try out other commands
• Internet has a wealth of information, blogs, webcasts, etc.
• Practice – to become an expert - 10,000 hours
Speaker Clifford Andrews, Master Scheduler at Absa Bank, shares insights on implementing PPM Online and Microsoft Project Systems. Learn about key settings and data export/import processes between Microsoft Project and Excel for efficient project management.
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Presentation Transcript
PMSA PM TECHNOLOGY USER GROUP RULES OF ENGAGEMENT FOR MICROSOFT PROJECT AND MICROSOFT EXCEL
Speaker Clifford Andrews is Absa Bank's Master Scheduler for the ABSA and Barclays PLC Separation Program. He is currently accountable for implementation of PPM Online, configuration, support and maintenance based on ABSA s Separation Program requirements. During the last 15 years he has been involved with numerous successful implementations of Microsoft Project Systems. (Stand-alone, Enterprise Project Management and Project Portfolio Management Systems.) Certification consist of MS: Managing Projects with Microsoft Project 2013; MCTS: Microsoft Project 2010, Managing Projects and Configuration of Project Server.
Understand the landscape Operating System Regional Settings Formats: - English (South Africa) Microsoft Excel Back Stage (Key items) Language English (South Africa) <default> Microsoft Project Back Stage (Key items)
Demo 1 Walk through of the setting required in OS, Excel and MSP How to Export Project related data from MSP to Excel Wizard - Use the Project Excel Template Exports: Tasks_Table Resource_Table Assignment_Table How to Import Project related data from Excel to MSP Wizard - Use the Project Excel Template Imports: Tasks_Table Resource_Table Assignment_Table
Demo 2 How to Export Project related data from MSP to Excel Wizard - Use the Selected Data New Map Tasks (Export Includes Headers) How to Import Project related data from Excel to MSP Wizard - Use the Selected Data New Map - (Or point to the newly created Map when you exported the data to Excel)
