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One of the most important considerations when setting up a schedule in MS Project is the architecture. You might ask yourself the question: In how many ways am I going to have to present these tasks? For example, in federal contracting we often need to schedule to both the Work Breakdown Structure (WBS) and the Integrated Master Plan (IMP). Both of these structures are hierarchical, so how do we manage them? In Microsoft Project, the answer lies in understanding outline codes!

Using outline codes properly can make your schedule much easier to navigate. They also look great in presentations and reports. I’ve created a short video, How to Use Outline Codes in Microsoft Project, which I hope will get you started. You may never go back to using Summary Tasks again!

My video is less than 15 minutes long and you’ll learn how to:

  • Generate up to ten hierarchical structures in MS Project
  • Easily expand and contract levels of your hierarchies
  • View levels by color and/or summarized data
  • Capture outline code views for presentations and reports

Have you used outline codes? What has your experience been? Comment below.

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Articles

The Benefits of Using Outline Codes

One of the most important considerations when setting up a schedule in MS Project is the architecture. You might ask yourself the question: In how many ways am I going […]

1 min read
•over 5 years ago••
E
Eric ChristophAuthor
Project Management
Microsoft Project
Best Practices
Productivity
E
Eric Christoph

Content Writer

Earlier in his career Eric served as Corporate EVM Subject Matter Expert for L-3 Communications. In that role he implemented multiple EIA-748 Earned Value Management Systems (EVMS) and helped build baseline plans for over 100 projects and proposal efforts with a combined value over $400B. Eric also represented L-3 on the Board of the NDIA Integrated Program Management Division (IPMD) which oversees the EIA-748 standard. Over the last fifteen years Eric has contributed to several key guidance documents related to EVM including the PMI Practice Standard for EVM, MIL-STD-881, and GAO-16-89G. Today, Eric is a Senior Partner at Transformative Management Solutions where we help project teams and organizations implement EVM and Agile project control solutions using Microsoft Power Platform technologies.

View all articles by Eric Christoph
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