Join Bonnie Biafore for an in-depth discussion in this video Reviewing overall project performance, part of Managing Subcontractor Projects with Microsoft Project.
- What's a project overview?…Whatever the executive team wants to see.…If you have Project 2013 or 2016,…you can create a graphical report that includes…a table with key milestone dates,…and a graph that shows project cost…for internal resources and subcontractors.…We're going to hop over to the Report tab.…We're going to use a built-in report…in the Dashboards section.…Click the Dashboards button…and then choose Project Overview.…
Now, we're going to create a custom report…based on this built-in report.…To do that, on the Report Tools design tab,…click Manage and then choose Rename Report.…Remember, what this is doing is…it's creating a new custom report with a new name.…In the box, I'm going to add onto the end…of the name of this report,…so it's "Project Overview", and then I'm going to add…"with Subs".…When I click OK, now I've got my new report.…
In fact, if I go back to the Report tab…and click the Custom button,…I can see that I've got two custom reports in my list.…We're going to head back over to the Report Tools…
Expert project manager Bonnie Biafore introduces approaches for working with subcontractors, including how to set them up in Project and incorporate their schedules. The course then explains how to set up multiperson team resources, assign subcontractors to tasks, periodically update the project, and review subcontractor performance based on cost, work, and schedule, and in relation to the overall project. Follow along with the sample Project file, featuring before-and-after examples you can use to compare your work to the author's.
Note: This course was designed in collaboration with author John Riopel. The techniques apply to Project 2010, 2013, and 2016.
Lynda.com is a PMI Registered Education Provider. This course qualifies for professional development units (PDUs). To view the activity and PDU details for this course, click here.
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- Explain how to show the type of contract for a new resource.
- Recall how to set up a team resource to track time and cost.
- Recognize the benefits of inserting a subcontractor’s project into a main project file.
- Determine how to add a summary task as a part of a last milestone.
- Identify the steps taken to view all tasks assigned to a specific subcontractor.
- Summarize the type of relationships shown in four kinds of charts in the Resource Cost Overview.