Discover how to adapt Microsoft Project to meet your organization's needs with custom fields and formulas.
- [John] Hi, I'm John Riopel. When working on projects we need to manage lots of details. Some related to tasks that need to get completed, while others might have to do with the project estimates and planned cost. Also some information may be even specific to resources that are going to be doing the work. That being said you want this information as part of the project schedule so they can report and perform analysis during the project. In this course we start by learning about custom fields.
How to set up resources with custom locations so that we can understand where our team is located. We'll develop a formula to determine which tasks vary from their planned duration estimates. In addition, we'll understand how Project and Project online work together for tracking custom fields. Lastly, graphics tell a story much more than just looking at raw data. So we'll wrap up with setting graphical indicators on our custom fields to better highlight and focus on where we may need to dig into fixing problems or seeing status.
The techniques in this course apply to Project 2010, '13, '16, on-premise and online. There's no time to waste. Let's get started with working with custom fields and formulas in Microsoft Project.
Note: This course was designed in collaboration with Bonnie Biafore.
- Touring custom field categories
- Working with enterprise fields
- Creating lookup tables
- Choosing custom fields
- Using custom fields to edit built-in fields
- Importing fields and formulas
- Creating formulas to edit text based on other fields
- Creating graphical indicators
- Choosing effective indicators
- Importing indicator criteria