Microsoft Project Fundamentals. Teresa S. Stover
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the project summary task to open the Summary Task Information dialog box.
4 Click the Notes tab.
5 In the toolbar under Notes, click Insert Object.
6 Click Create from File, then click Browse.
7 Navigate to the location of the file you want to attach to the project plan, then click Insert.
8 In the Insert Object dialog box, select the Display As Icon check box, then click OK.The document is attached as an icon in the Summary Task Information dialog box, as shown in Figure 3.2.FIGURE 3.2 The Project document is attached to the project file.
9 Click OK again.A note icon appears in the Indicator field next to the project summary task (see Figure 3.3). Double-click the note icon whenever you want to open the attached document.
FIGURE 3.3 The note icon indicating the attached project file.
Whether you attach the project charter or scope document to the Microsoft Project plan file or store it separately on a network drive, cloud drive, or elsewhere, make sure it's available for ready reference by you and other stakeholders who might need access to the document.
Key Terms
initiating process
managing stakeholders
product requirements
project charter
project processes
project requirements
project scope
project sponsor
scope creep
stakeholders
work breakdown structure (WBS)
Review Questions
1 What are the components of the project initiating process?The stakeholder list, including the project manager and project sponsor, and the project charterThe project plan, including the schedule and resource plan, and work and material resourcesThe first progress report and team member timesheet, including titles and hourly ratesThe project dashboard showing the overview, and the cost analysis report listing the task and overall project costs
2 Which type of project stakeholder authorizes the project charter, including project funding?Project managerDepartment managerProject sponsorResource manager
3 What are three characteristics of the project charter?Details the project and product requirements, is signed by the project manager, and is stored on the organization's SharePoint siteStates the project goal and objectives, is signed by one of the principal managing stakeholders, and is a permanent documentIncludes end-user interviews, details the work breakdown structure, and is signed by the project sponsorIncludes the work breakdown structure, details the project resource plan, and is signed by the relevant department head
4 What are three characteristics of the project scope statement?Includes documentation about the existing product or service, and involves the schedule of sprints and the project organization chartIncludes the prototype specification, contract with the project sponsor, and stakeholder listRanks potential team members by preference and recruitment priority, defines project and product requirements, and describes potential risksSpecifies what is and is not included in the project, defines the project and product requirements, and lists all project deliverables
5 What are good methods for organizing project documents?Attach them to your Microsoft Project plan.Upload them to a SharePoint site.Upload them to a network drive or cloud drive.All of the above
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