written by: Linda Richter
• edited by: Michele McDonough
• updated: 7/2/2011
You can use these tricks for working with numbers in your Project. You know -- important numbers like costs and budgets.
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Welcome to Part 2 in this series on the best Microsoft Project 2007 Tips & Tricks. The techniques offered here and in other, related series' articles are based on my experience with Project, both as an instructor, a project manager and an author.
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Project 2007's New Budget & Cost Resources
In Microsoft Project, you can assign budget and cost resources to account for project expenses related to non-labor and non-material items such as resource travel and per diem costs or licensing. These budget and cost resources, when assigned to the project, are assigned at the project summary task level. This way, they apply to the entire project.
The great thing about these budget and cost resources is that, when assigned, they don't have any impact on your project schedule. In Project, when you modify a resource assignment for any task, due dates and other task dependency relationships update, as well. This is one of the major selling points of Microsoft Project - resource-driven scheduling.
Microsoft Project works wonders for managing your project schedule and resources. But, it is somewhat limited when you want to analyze the costs associated with your project. It certainly has the ability to track these costs, but it can't do much beyond storing and displaying the data.
That's why having the ability to export my Project data to Excel is a huge bonus.
I know keyboard shortcuts don't have a whole lot in common with number crunching, but I find that the people who work with the numbers often prefer to keep their hands on the keyboard instead of the mouse. That's why I've chosen to offer up some Keyboard Shortcuts in this article, as well.
There are tons of tips listed on Microsoft's site, but here are just a few of the ones I use regularly: