Some additional setup in MS PROJECT 2013

 

Hi,

first Blog Post in new 2014 year. I’ve been asked about some recommendations about additional setup in MS PROJECT 2013

There is a lot of setup which you can do in MS PROJECT 2013. You can set up Calendars, working time, exception time, etc. I’ll show you some additional setups available in MS Project, and I am going to explain them.

First one is to put Project information when you open a ¸new Project. To set up that you show follow this steps:

image

then:

image

and then:

image

Now, when you create a brand new Project you will get this:

image

so you can put Project Information as Start or Finish date, Default Calendar here! It is good practice to turn this option on.

It is good practice to have these two options turned on, as well:

image

Edits to start and finish dates will show you follow if you change, for example, Start date:

image

and you’ll get:

image 

so you can choose will you make a semi flexible constraint to the Task or not.

From my Point of view, Deletion in Name columns is very useful.  If it is turned of, when you are in the name Column, and you hit delete key you will get:

 image

this:

image

As you can see, the name is gone! Very often I mean to delete the Task, but I am not at the right place with my cursor (on the Task number on the far left side of the screen). Whit this option turned on, when I hit Delete key on the Task Name, I’ll get:

image

and when I click on this sign I’ll get:

image

So I can choose between Task Name or whole Task deletion.

By default you can add new Resource directly through assignment field like this:

image

and when you hit Enter, it will be in Resource sheet:

image

With that you can easily forget to put Standard Rate, Overtime Rate, etc. 

But, if you turn this option off:

image

when you add new Resource through assignment field:

image

and when you hit the Enter key you will get:

image

So, you’ll get warning Message this Resource is not defined, and that you will have to make some adjustments (Calendars, Pay Rates) in Resource sheet.

And remember. Those recommendations are mine! You should choose your own setup options for your Projects.

Regards!

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About Nenad Trajkovski

Location: Zagreb, Croatia Occupation: Project Manager Interests: Project Management and MS PROJECT He was born in Zagreb, Croatia at 1963. After completing his college he started working on projects in different business areas (banking, manufacturing, automotive industry, distribution, oil companies, etc.) developing and implementing ERP systems into different companies. He has got a lot of experience working with people in different business processes and also possesses great knowledge in information technologies and financial services. Today he works as a business consultant, adn Project Manager in PERPETUUM MOBILE d.o.o. Zagreb. He is a regular lecturer for Project Management in MS Innovation Center in Varaždin, Logosoft Sarajevo in Bosnia and Herzegovina and SEAVUS GROUP in Skopje Macedonia. He was named the best lecturer of WINDAYS 2008 while his lecture was also voted as the best. In addition, he was in TOP 10 lecturers at the MS SINERGY 2009 and MS VISIA 2009, 2010. Shares first place as the best lecturer of KulenDays 2009 and 2010 and PMI Conference 2009 in Zagreb. He is also a regular lecturer in the MS Community. He is a Certified Accountant and a PMP (Project Manager Professional) and a PMI-RMP (Risk Manager Professional), MCP, MCT, and Microsoft Certified Technical Specialist - Microsoft Project 2010. From 01.01.2012 awarded with MVP (Microsoft Most Valuable Proffesional - Microsoft Project)!
This entry was posted in MICROSOFT PROJECT, Microsoft PRoject 2010, Microsoft Project 2013, MS PROJECT 2010, PMI and tagged , , , , . Bookmark the permalink.

9 Responses to Some additional setup in MS PROJECT 2013

  1. Piyush says:

    Hi Nenad!!!, Would like to know how to insert planned % work column till status date in msp 2010?

    • Nenad Trajkovski says:

      Whato do you mean? Ye of course I want to hear everyhing

      • Piyush says:

        HI Nenad , Thanks for reply.

        Yes !!! i would like to add planned % work column to compare with actual work done on site .
        This is because then only i can compare with planned % work completion as on current date along with actual work completion.

        Regards

  2. Lvis says:

    Hi Nenad,

    I am trying to see what the Roll up option does in the Statusbar options . I know what Roll up means but I can’t seem to find any difference weather I leave it On or Off there.
    Can you shine a light on that aspect as well?
    TIA,
    Lvis

  3. Ash says:

    Hi Nenad,
    Is it possible to do an S curve in Project 2013 ? If so, can you provide an example ?
    Regards,
    Ash

  4. eodegard says:

    Reblogged this on Tools for Project Management and commented:
    Useful tips for settings in Project Client.

  5. Lvis says:

    Thank you very much Nenad!
    Happy to see it all applies to 2010 as well

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