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PMP Specialists offers many services to our clients, including customized documentation integrating tools and business processes to "standard" documentation.  Here are some sample  documents that we provide for free to anybody that would like them.  If you have any questions about these documents or would like more information please use our contact form on the Contact Us page.

Accepting Updates in Project Server 2007

This document explains the steps for a Project Manager to view and accept (or reject) task updates.

 ActiveX Work Around for Project

Project Server requires Active X controls.  Not all organizations allow for those controls.  Or, there may be a setting within Internet Explorer that doesn’t allow for the “Export to Excel” function to work correctly.  This document explains how to use the .xml file, notepad and Excel together to get the information from Project Server to Excel.

 Activity Creation in Project Server 2007

Project Server 2007 allows for Activities to be created.  This document explains what an activity is and , how to create one.  Please review the document listed below defining Proposals and Activities.

 Administrative Project Check In for Project Server 2007

On occasion, when a schedule is opened, a message will appear that states that it is a Read-Only schedule and/or that the schedule is checked out – even when the user knows that they have checked it in.  This document explains how the Project Server Administrator can forcibly check in the project.

 Checking In a Project with Project Professional 2007

Project Professional and Project Server 2007 use a cache which has vastly improved the ability to work offline.  This does, however, require the user to either check-in a project or keep it checked out and use it offline.

Setting up Document Alerts in Project Server 2007

            In Project Server, a user can setup a personal alert that notifies them whenever a document is added.  This is a quick explanation on how to set that up.

Enterprise Resources in Project 2007

When using Project Server 2007, the ability exists to use an Enterprise Resource Pool. This document explains how to use the Resource Pool.

 The Enterprise Global File and the Standard Template in Project

In Project Server 2007, the Enterprise Global file is the main file that provides the default settings, tables, required fields, custom fields, views and other details that are used in Project Professional.  This document explains how it works and what the Standard Template does.

Exam Summaries for Microsoft Project Certification

This information is taken from the Microsoft website and is a compilation of the requirements for the Project 2007 and Project Server 2007 exams. This document is meant to centralize the information about the three tests into one location.

Linking Projects in Microsoft Project

            The following document describes some possible methods to use with Microsoft Project when using a schedule that has inputs from an external schedule. 

Schedule Movement - Dates that Represent Actual Information

            Sometimes a completed task in Microsoft Project will show a completion date that doesn’t seem right.  For example, why does a task completed today show a completion date in the distant future, or the past?  This article is an explanation of the options that affect schedule movement (or lack thereof).

Resources Assigned to a Task

            This article is an answer to the question that a Resource might have about whether or not they are the only resource assigned to a task.

Installing Outlook Task Synchronization with Microsoft Project Server

This document explains how to setup/install the Outlook add-in for Project Server 2007.  See the document about Using Outlook AddIn for Project Server for details on using the Task Synchronization function.

Using Outlook with Microsoft Project Server Documents

            This article is about setting Outlook (2003 or 2007) so that it synchronizes with Project Server documents or so that it will receive the emails sent by Project Server 2007.  This is different than being able to download Project tasks into your Outlook Calendar or Tasks view.

Project 2007 - Professional and Server - New Additions

This document is a list of most of the new additions to Project Server 2007 and Project Professional 2007 (from 2003) with a brief explanation of each. 

Project 2007 Professional New Features - One Page Quick Summary

This document is a one page quick guide for some of the new Project 2007 features.

Project 2007 Server New Features - One Page Quick Summary

cument is a list of most of the new additions to Project Server 2007 and Project Professional 2007 (from 2003) with a brief explanation of each

Connect Project Professional to Project Server

This document is about connecting Project Professional 2007 to Project Server 2007.  Two methods of connecting Project Professional to one or more Project Server instances is explained.

 Proposals and Activities Defined

This document is a quick explanation of the Proposals and Activities as found in project Server 2007.

 Proposal Creation in Project Server

            Project Server 2007 allows for a Proposal to be created.  This document explains what a proposal is, how to create one and how to make it into a schedule if so desired.  Please review the document listed above defining Proposals and Activities..

The Difference Between Save, Save As and Publish

            In Project Server 2007, there are three menu options – Save, Save As and Publish.  This document explains the differences of the options and how they affect the Project Managers and Team Members that are using the schedule.

 Task Drivers in Microsoft Project

            The more complex and the more tasks that are in a schedule, the harder it is to determine why a certain task has the start date or finish date that it is displaying.  There are numerous reasons for this and one of the tools to help determine the cause in Project Professional are that Task Drivers.  This document explains how to use that feature.

Task Types - Fixed Duration, Fixed Work, Fixed Units

Microsoft Office Project uses one of three task types to calculate the time of a task. The three types of tasks are: Fixed Duration, Fixed Units and Fixed Work, often referred to just as Duration, Units and Work. This document explains how this works in Microsoft Project.

Templates - Creating and Using

            This article demonstrates how to start a new Project by using an established  Template.

 Updating a Task in Project Server 2007

            This article is about how to update a task in Project Web Access for Project Server 2007. It assumes that Team Members update their own task status using the “My Tasks” page.

 Using Visual Reports in Microsoft Project Professional

            In Project Professional 2007, users can create reports more easily and with more  information than ever before. Visual reports can be exported to Visio 2007 or Excel 2007. This document explains how to create and use those reports.

 Using the Outlook Add-in for Project Server 2007

This document explains how to use the Outlook add-in for Project Server 2007.

 Viewing a Project in Microsoft Portfolio Server

This document explains how to view a Project while in Microsoft Portfolio Server 2007.

Understanding Project Server Cubes

This document explains the basics behind the cubes in Microsoft Project Server 2007.

The Value of Project Management

This PowerPoint document is for you to use as a guide for explaining the purpose of Project Management and Microsoft Project.  As the title slide states, this is for "Making a Case for Implementing Microsoft Project, Project Server and Project Management Concepts"

Creating a New Project in Microsoft Portfolio Server 2007 - Part One and Part Two

These documents explain how to setup and create a Project in Portfolio Server.

Project 2010 and Project Server 2010 Highlights

This document lists some of the modifications found in the latest version of Microsoft Project.

Project 2010 New Features - One Page Quick Summary

New features guide for Project 2010.

 

 
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