I will explain how to Manage Multiple Projects with MS PROJECT 2010. Before I start, I have to tell you something very important. If you are going to manage multiple Projects as a Program, or Portfolio, or both, and you want to do a serious job, then you should use MS PROJECT SERVER 2010. You can do a lot with MS PROJECT 2010 PROFESSIONAL, but MS PROJECT SERVER 2010 is much stronger tool, than it is MS PROJECT PROFESSIONAL. For example, if you are using MS PROJECT SERVER 2010, then MS PROJECT PROFESSIONAL 2010 is serving as a client!
O.K. Let’s go! Do you know what is Program, and what is Portfolio? Simply, Program is set of Related Projects, and Portfolio is set of unrelated Project or Programs!
If you have a Master-Slave situation with your Projects, and you are keeping all those Projects in separate files, but you want to see them all on the one file, first you shoul open your Master Project, like I will:
I have another two “sub” Projects, and I want to insert them in the Master file! I will click in the row number 5 (e.g. firs empty row in my Master Project) and I will choose a Sub Project:
and I will get:
I will click on the + sign, and I will get the Tasks from the Sub Project:
Now I will select the first blank row below Project2, and I will insert a new Sub Project, as I did it before, and I will get:
Notice, that Project3 is now Sub Project of Project2. Why? Because I did not collapse Project2 before I have inserted the Project3 as a Sub Project!
I will insert the Project3 with collapsed Project 2, and I will get:
What if I want to outdent Project2 or Project3?
I will get:
Why? Well, this is Master-Slave situation, and Project3 has to be Sub Project (slave), of Project1, and it can not be on the same level as the Master Project (Project1)
What if you have the Resources with the same name in the multiple Project like this?
Simply, add the new column in the Resource Sheet, named Project, and you will get:
Remember that any change you make in a Master or Sub Project file are instantly made in the other file (Sub Project or Master), because there are LINKED!
No suppose that my Sub Projects are managed by different Project Managers, and I do not want to allow any changes to those Sub Projects from the Master Project! I will double click on the Sub Project Project2, and then:
From now on, if I change anything in the Project 2 Sub Project from the Master Project, I will get this:
and it means that those changes can not be save in my Project2 Sub Project.
But be careful. If you have open only Master Project, everything is fine. But, if you open both, Master and Subproject file that might not be true. It depends of which file did you open first! If you open the Sub Project file first, and the a Master Project file, you will be able to change to the subproject in the Master Project. so, if you want to be sure that you can not make any changes to Sub Project through Master file, always have opened only Master file, or open it first, before any other Sub Project.
In my next Post, I will show how to view the Critical path in Master Project, how to unlink Sub Project from Master Project, and how to remove Sub Project from Master Project.