I get this question a lot: How do I change the month that the fiscal year starts on? First, to make sure you’re reading a blog entry that pertains to you, let me define a fiscal year. The fiscal year is the year-long period, at the end of which an organization’s accounts are completed and financial statements are prepared for stakeholders and for tax purposes.
Compare this to the calendar year, which is the more familiar time between January and December (though an organization’s fiscal year can correspond to the calendar year). In other words, calendar years appear on walls in homes and offices, often printed with pictures of cats, family members, flowers, art, and other interesting things. Fiscal calendars do not.
Here’s how to set the start of the fiscal year.
Now you’re all ready to do some serious accounting.
Note Your organization may have already set the start of the fiscal year for all projects, if you’re using Project Professional. If this is the case, you may not be able to change this setting if the project is published to Project Server. You can check with your Project Server administrator to find out for sure.
One more thing. If you’re new to Project 2010 and need some help finding your favorite features on the new ribbon, take a look at the Project 2007 to Project 2010 interactive mapping guide. It’ll help get you started.
One of the more common questions I get around Visual Reports is “I selected a field (% complete, duration, some text custom field, etc.) to add to my report and it doesn’t show up in Excel – why isn’t it there?”. The field probably is there, it just is in a different spot.
Visual Reports are built off a data structure called a cube. Cubes have 3 kinds of data types – dimensions, measures, and properties.
Dimensions are anything you can pivot the data on –ex. tasks, resources, time dimensions, any custom field with a lookup table.
Measures are anything the rollup can be calculated on – ex. work, cost, actual work.
Properties are everything else, they are just associated with tasks or resources and provide supporting information – ex. % complete, duration, text fields. Percent complete is a good example of a property since it is a number so it seems like it could be rolled up but unfortunately two 50% complete tasks do not equal a 100% complete summary.
If you can’t find your field, it is probably a property. To add those to a pivotTable in Excel you can’t go through the PivotTable field list that you are used to. You have to first add the resources or task dimension to the report. Then right-click a resource/task, select “Show Properties in Report”, and select your field.
That will give you this:
So to recap:
Note that you have to be using Excel 2007 or later to display properties. For more information on Visual Reports, check out this help article.
Cost resources provide an easy way of applying miscellaneous or multiple costs to a task, like airfare and dining— in addition to the more commonly applied costs like people’s salaries or per-use costs, such as consultant fees.
Cost resources don’t depend upon the amount of work done on tasks. Nor do they depend on any calendars used in the project, as do work resource salaries, or rate costs for material resources, such as computer time and rental machinery.
Let’s look at this a little more closely since cost resources are created differently than the other costs, and they are applied differently as well.
First, off to the Resource Sheet to create a few cost resources. In Project 2010, click the View tab, and then click click Resource Sheet. In Project 2007, click the View menu, and then click Resource sheet.
Keep one important thing in mind as you use cost resources: You can reuse the same cost resource. That is, If two tasks require two different plane trips and thus two different airfares, simply use one value for the cost resource as applied to one task, and a different value for the same cost resource as applied to the other task. Make sense? If not, leave a comment, and I’ll try to clear up any confusion.
Documentation for Project Server 2010 is spread across three websites: TechNet, Office.com, and MSDN. Each of these sites addresses a different audience. TechNet focuses on the IT Pro, Office.com focuses on the end user, and MSDN focuses on the developer audience. In addition to these three sites, blogs are also a great source of information.
TechNet provides Project Server 2010 documentation that focuses on the functions performed by administrators. You can find content on planning, deployment, migration/upgrade, operations, and troubleshooting, as well as technical reference material. There are two ways content is surfaced on TechNet: TechCenters and the Library.
First, let’s look at the Project Server 2010 TechCenter. The TechCenter provides links to content that we’ve identified as most commonly-used, as well as themed Resource Centers with links to content pertaining to a specific topic.
To browse to the Project Server 2010 TechCenter:
Information on the Project Server 2010 TechCenter is broken out into separate sections:
The Project Server 2010 TechCenter also includes many links to other resources, including blogs, forums, downloads, and other websites containing relevant content.
For an all-up look at Project Server 2010 content on TechNet, use the Library.
To browse to the Project Server 2010 Library:
Here, you can browse through all published Project Server 2010 articles on TechNet, broken down into categories. The Newly published content article (as mentioned earlier, also available as an RSS feed) is updated regularly with links to recently-published articles, and is helpful for staying on top of new content on TechNet. Another great resource for learning about new content published to TechNet is the Enterprise Project Management Content Publishing News blog (also available as an RSS feed). This blog helps to surface broader updates to content on TechNet, as well as links to individual articles.
To provide feedback on TechNet articles, first determine which view you are using: Classic, Lightweight, or ScriptFree.
If you are using the Classic view, in the bar just above the article, you can use a five-star rating system. When you click to provide a star rating, a box appears where you can type in comments specific to the current article.
If you are using the Lightweight view, scroll to the bottom of the article and click Feedback. From there, you can type comments specific to the article you are viewing.
If you are using the ScriptFree view, click Feedback in the top-right portion of the article. This takes you to the MSDN, TechNet, and Expression Library Feedback Forum, where you can provide feedback on the script-free version of an article.
Office.com provides documentation for Project Web App users. You can find content on creating and working with projects, managing portfolios, submitting and approving time and status, reporting on projects, setting up Project Web App, and more.
To browse to Project Server 2010 content on Office.com:
Here, you can see links to content in the main graphic at the top of the page, as well as in the lists below the graphic. These lists help to surface some of the more commonly-used topics within the Project Server 2010 content on Office.com.
For the full Project Server 2010 content set on Office.com, click through the categories listed in the Project Server 2010 box, on the top right portion of the page. Within a category, use the links on the left navigation list to browse through subcategories, or click Show all categories to return to the full list of top-level categories.
To provide feedback on Office.com articles, scroll to the bottom of the article, and then use the buttons to answer “Did this article help you?”
Once you’ve clicked the Yes, No, or Not what I was looking for button, you can provide comments specific to the article you’re viewing.
Developer content for Project Server 2010, including the Project 2010 Software Development Kit (SDK) and the Visual Basic for Applications (VBA) Developer Reference, is available on MSDN. You can find API documentation, sample code, and other supporting information. Much like TechNet, there are two ways content is surfaced on MSDN: Developer Centers and the Library. MSDN also has other resources you may find helpful.
The quickest way to get to the Project Developer Center is to type msdn.microsoft.com/project.
To browse to the Project 2010 Developer Center on MSDN:
Similar to TechNet, the Project 2010 Developer Center provides links to content that we’ve identified as most commonly-used, as well as links to links to other resources, including blogs, forums, downloads, and other websites containing relevant content. Note that the Project 2010 Developer Center includes information for both Project Server 2010 and the Project 2010 client application. You can subscribe to an RSS feed for newly-published content across all Office applications, and then filter for Project Server.
For an all-up look at Project Server 2010 content on MSDN, use the Library.
To browse to the Project 2010 Library:
Here, you can browse through the Project 2010 VBA Developer Reference and the SDK Documentation to find the relevant Project Server 2010 content. There is a link on the Project Developer Center home page to download the Project 2010 SDK, which contains documentation, 11 code samples, IntelliSense XML files for Web Services, VBA Help, schema references, and more.
In addition to the Project 2010 Developer Center and the Project 2010 Library, MSDN has several other resources you may find helpful:
Context-Sensitive Help and IntelliSense in Visual Studio. If you are using Visual Studio, you can also get context-sensitive Help by pressing F1 in your code. By default, Visual Studio 2010 uses online Help as its primary source. You can change this setting by clicking Help, and then clicking Manage Help Settings. The Welcome Guide of the SDK, which is accessible through the Start Menu shortcut by clicking Start > All Programs > Microsoft SDKs > Project 2010 SDK, includes detailed information about installing and using the updated IntelliSense XML files included in the download. Once the files have been copied to the right directory, you can get tooltips, auto-complete, and API descriptions in the Visual Studio integrated development environment (IDE) as you type and browse through code.
To provide feedback on MSDN articles, first determine which view you are using: Classic, Lightweight, or ScriptFree.
There are many, many blogs out there with Project Server, or enterprise project management, as a focus. Here are just a few Microsoft blogs worth checking out:
Would you like to learn more about the cool new features in Office 2010 and Windows 7 and what has changed since previous versions? Do you use Microsoft Office but would like to learn tips and tricks to be more productive at home, school or at work? Perhaps you are a new user who has questions on how to get started with Windows 7 or using the Office ribbon? Or would like to learn how to protect your computer from malware and viruses. Or perhaps you are just stuck and need answers.
The Microsoft Most Valuable Professionals (MVPs) are here to help! The MVPs are the same people you see in the technical community as authors, trainers, user groups leaders and answerers in the Microsoft forums. For the first time ever we have brought these experts together as a collective group to answer your questions live. MVPs will be on hand to take questions about Microsoft Office 2010 or Office 2007 products such as Word, Excel, PowerPoint, Outlook, Access, Project, OneNote and more. As well as the Windows 7 and earlier versions such as Windows Vista. In addition to Microsoft Office, the chat will cover Windows related topics such as upgrading, setup and installation, securing your PC, Internet Explorer, personalizing your computer desktop or having fun with Windows Live Essentials to share photos, make movies and more. All levels of experience are welcome from beginners and students to intermediate power users.
Please join us for this informative Q&A style chat and bring on your basic and your tough questions! Project MVPs Andrew Lavinsky and Tim Runcie will be participating.
When: Thursday, Oct 14th between 10:00 AM and 11:00 AM PDT!
To learn more and add a reminder to your calendar please visit our Communities site or Microsoft TechNet