Contents
1 Project Definition
- Overview of Project Execution Management
- Import Project Plan Process
- How Microsoft Project Works with Project Management
- Microsoft Project Prevalidation Messages
2 Manage Project Requirements
- Project Requirements
- FAQs for Project Requirements
3 Project Plan Tasks and Schedule
- Different Ways of Managing Project Lifecycle
- Project Calendar
- Project Calendar
- What's the difference between project calendars and resource calendars?
- How can I change the project calendar after a project is created?
- What happens if project team members don't have allocation dates?
- Can I create, edit, or delete events for team members on my project calendar?
- Why can't I view all the event types on a project calendar?
- What are unscheduled events?
- Project Resources
- Project Plan and Schedule
- Project Statuses
- Fixed Duration Projects
- Fixed Effort Projects
- Project Scheduling
- Automatically Sync Dates Between Financial Project Plans and Work Plans
- Project Plan Baselines
- Work Items
- Example of Creating a Project to Manage Negotiation
- Example of Creating a Project to Manage Product Development
- How You Manage Project Gates
- Project Gate Notifications
- Project Gates Opening Automatically Upon Approval
- Work Plan Templates
- Project Plan and Schedule FAQs
- What's the difference between fixed duration and fixed effort projects?
- How are task numbers assigned?
- How can I print or export the project plan?
- How can I view the list of recently accessed projects?
- How can I set up a Project Management home page of my preference?
- Do the Dates Automatically Sync for a New Task?
- Why didn't task dates change when predecessor task dates changed?
- Which Dates Get Automatically Synchronized Between the Work Plan and Financial Plan?
- What Happens When the Planned Task Dates of Either of the Plans are updated Using FBDI or the REST API?
- Can a task have multiple predecessor and successor tasks?
- What's critical path?
- What's progress line?
- Can I change the project currency for a project?
- Can I update the schedule mode of the Automatic tasks in the Project Plan?
- Why is the default allocation percentage of a resource assigned to a task less than 100 percent?
- Why did the task dates change after I assigned a resource to the task?
- Project Plan Access FAQs
- How can team members view a project plan?
- How can I share a project plan with users who aren't assigned to the project?
- Who can access view-only project plans?
- Why can't I access a financial project in the Project Management work area?
- Why can't I view project management or resource management pages?
- Project Deliverables
- Project Deliverables
- Deliverable Notifications
- What's the difference between the name and short name of a deliverable?
- Can deliverables for projects and tasks be inherited from associated requirements?
- Why can't I delete a deliverable?
- What happens when I duplicate a deliverable?
- How can I set task completion event for a deliverable?
4 Project Staffing Plan
- Import Project Enterprise Resources
- Adjust Cost and Bill Rates for a Project Enterprise Resource
- FAQs for Project Staffing Plan
- Can a project manager directly assign a resource to a project?
- Can I replace an expense resource on a project?
- Can I request a resource directly from a project?
- How can I diagnose issues with project resources?
- How can I find start and finish dates for a project or task to use on a project resource request?
- How can I create a resource that is restricted to just one project?
- What happens if a resource is allocated multiple times to a project with different rates?
- What's the difference between a project enterprise labor resource and a project-specific resource?
- Why can't I see the cost and bill rates for a resource?
5 Execute Project Plan
- Task Management
- FAQs for Execute Project Plan
- What's the difference between my tasks and tasks that I follow?
- How can I add followers to a task?
- What happens if I create a new task from my task list?
- Why can't I edit a task?
- Why can't I view the dependencies and deliverables for a task?
- What tasks are available on the Manage Tasks page?
- How can I view activities for all of my tasks?
6 Track Project Progress
- Progress Entry for Tasks
- Best Practices for Proposed Task Changes
- Project Milestones
- FAQs for Track Project Progress
- How can I report progress on a project task that's not in the project plan?
- How can I copy and paste tasks in projects?
- Why can't I create a task for a project?
- Why can't I view progress for all tasks on a project?
- Why can't I view my task in the Quick Progress region?
- Why can't I see my tasks on the Manage Tasks page?
- Why do some tasks have exceptions for progress entries?
- How can I mark a task as finished?
7 Project Changes
- Change Orders
- Generate a Change Order from a Project Issue
- Change Order Automation for Project Budget Adjustments
- Manage Email Notifications
8 Project Performance
- Sprint Burndown
- How Sprint Burndown Is Calculated
- Examples of Sprint Burndown
- How Sprint Velocity Is Calculated
- How Project Resource Allocation Is Calculated
- Task Assignment Hours
- Task Exceptions and How to Manage Them
- Project Management Analysis
- FAQs for Project Management Analysis
- What's the difference between target percent complete and actual percent complete?
- Why can't I view the project amounts graph?
- How can I view a team member's allocation to my projects?
- What happens if resource rates are missing?
- Where do the project allocation and task assigned amounts come from?
- Why are resources with 40 hours of allocated work shown as overallocated?
- FAQs for Agile Graphs
- Why did the ideal remaining hours change in the middle of the sprint?
- What happens if I capture progress data?
- When's the Capture Progress Data process triggered?
- What's sprint velocity?
- Why can't I see certain sprints on the Sprint Velocity graph?
- What's a story point?
- What's total backlog story point?
9 Project Issues
- Project Issues
- Project Issue Notifications
- FAQs for Project Issues
10 Resource Supply
- Manage Project Resources Business Process
- Project Resource Search Index
- FAQs for Resource Supply
- What happens if project resource request dates are outside the resource calendar effective dates?
- Can I change the default value for the resource calendar that appears when I create a project enterprise labor resource?
- Who can be a member of a resource pool?
- How can I update my profile photo?
- How can I attach a resume to my resource profile?
- How can I enable a project enterprise resource for availability and staffing?
- How can I edit the default billable percent reason?
11 Resource Demand
- Import Project Resource Requests Process
- FAQs for Resource Demand
- Can a project manager specify a resource for a project resource request?
- Can I withdraw a project resource request to submit at a later date?
- Are project resource request dates affected if I change the project on a request?
- What happens if I cancel a project resource request?
- What happens if I duplicate a project resource request?
- When are project resource requests that project managers create visible to resource managers?
- Can I edit, cancel, or withdraw a resource request that I created for a planned resource?
- What happens to a resource on a task if I replace the resource on the project with a different resource?
- What happens if a resource is no longer eligible to fulfill project resource requests?
- What happens if I request a resource on a project that doesn't have a staffing owner?
- Why can't I approve an adjustment for a project resource request?
12 Resource Evaluation
- Prerequisites for Searching for Suitable Resources
- Resource Schedule
- Project Resource Request Statuses
- Workflow Notifications in Project Resource Management
- Considerations for Nominating Resources on a Resource Request
- Cost and Bill Rates for a Project Enterprise Labor Resource
- FAQs for Resource Evaluation and Assignments
- Can a resource manager approve a resource assignment to fulfill a project resource request?
- Can I change the search criteria on a project resource request while reviewing search results?
- How can I filter by resource travel preferences when searching for resources?
- Can I search for qualified resources without a project?
- Why can't I view project management or resource management pages?
- Why can't I perform certain actions on the Manage Project Resources page?
- When should I select the billable percent reason?
- Can I add a resource with a specific role to a task?
- Can I assign variable hours to a resource?
- Review Resource Suitability for Position
- How Resource Available Capacity Score Is Calculated
- Examples of Resource Available Capacity Score
- How Resource Qualification Score Is Calculated
- Resource Qualification Score Components
- Example of Resource Qualification Scores
- How Resource Overall Match Score Is Calculated
- Example of Matching Resource to Resource Request
- FAQs for Review Resource Suitability for Position
- How can I enter a keyword on a project resource request?
- Why doesn't a resource have an availability score?
- When are resume attachments included in a search for resource qualifications?
- What are the indicators for the qualification, available capacity, and overall scores on a project resource request?
- Why can a project manager and a resource manager obtain different qualification scores for a resource?
- Can I search for resources in any resource pool?
13 Resource Assignments
- Gantt Chart
- Project Resource Assignment Statuses
- Project Resource Assignment Adjustments
- Billable Assignment for Resource Requests
- Variable Hours Assignment for Resource Requests
- Import Project Resource Assignments Process
- FAQs for Resource Assignments
- Can a resource manager directly assign a resource to a project without creating a project resource request?
- Can I change a resource reservation to a confirmed assignment on a project?
- How can a resource manager adjust multiple resource assignments at the same time?
- When does a resource appear in the list of resources to request for an assignment?
- What's a project resource request type?
- Why can't I cancel a resource assignment?
- What's a reservation expiration date on a project assignment?
- How can I edit the list of valid assignment reservation reasons?
- Can I assign a future-hired resource to a project resource request?
14 Resource Utilization and Analytics
- Import Resource Actual Hours
- How Resource Actual Utilization Is Calculated
- Example of Resource Actual Utilization Calculation
- How Resource Projected Utilization Is Calculated
- Example of Resource Projected Utilization Calculation
- How the Resource Target Utilization Percentage is Determined
- How Resource Target Hours Are Calculated
- FAQs for Resource Utilization and Analytics
- Can I change the colors that appear on the Resource Manager Dashboard?
- How can I update utilization data for resources and resource pools on the Resource Manager Dashboard?
- What's the order of resource pools and resources in the Projected Utilization and Actual Utilization regions?
- What's a work week in Project Resource Management?
- How can I edit the default billable percent reason?
- How can I view the metrics for billable assignments only?