Setup up your Resource Sheet from the Get-go. When managing multiple projects where the resources, resource calendars, among other parameters are the same, you don’t have to enter these in from scratch every time on each new project. Minimize data entry to certain key fields using the Organizer tool to copy custom filters, tables, views, and reports to use between projects.Ģ. Leverage Existing Standard Project Data Across All your Projects. Use these best practices to help you streamline your approach to the tool and make it work for you rather than against you.ġ. Select which features are essential in helping you to manage the project effectively. It can be an effective project management tool using less than half its features. Just because it’s robust doesn’t mean you have to use all of its features.
In order to avoid running into this commonly experienced frustration in managing your projects in MS Project, set up a streamlined approach in using its features. Spreadsheets are more intuitive and predictable than MS Project. Coordinating tasks is easy enough, but once you get into optimizing resources and controlling your schedule or budget, it can quickly feel out of control. At some point in your project management career there will be a point where you throw your hands up, ditch MS Project and resort to good old Excel.
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