1. Go to the path and directory where the Migration Starter Kit file is located. Double click on the UPT file, which will initialize MS Project, then open and load the Starter Kit, or
2. If you have a Microsoft Project icon on your screen, double click on the icon. This brings an MS Project window up.
   1. Click on File on the action bar at the top of the MS Project window.
   2. Click on Close in the resultant pull down window to close the New Project plan that was opened as part of starting MS Project.
   3. Click on File on the action bar at the top of the MS Project window, then Click on Open in the resultant pull down window, or depress CTRL+O. This will bring an Open pop-up window up.
   4. Key in the path and file name of the Migration Starter Kit, then depress Enter or click OK.
3. Click on Start in the bottom, left hand corner of your screen, then place the mouse over Programs in the resultant pull up window, which opens a pop-up window adjacent and to the right of the pull up window. Click on Microsoft Project in the pop-up window. This brings an MS Project window up.
   1. Click on File on the action bar at the top of the MS Project window.
   2. Click on Close in the resultant pull down window to close the New Project plan which was opened as part of starting MS Project.
   3. Click on File on the action bar at the top of the MS Project window, then Click on Open in the resultant pull down window, or depress CTRL+O. This will bring an Open pop-up window up.
   4. Key in the path and file name of the Migration Starter Kit, then depress Enter or click on OK.

1. Open a Migration Starter Kit and make sure the Gantt Chart icon on the screen’s left side is highlighted, by clicking on it if necessary.
2. If a hyperlink is provided for a task, the hyperlink icon will be displayed in the indicators column (column 2, just to the right of the task number column, just to the left of the task name column, with an ‘i’ inside a blue circle as the column heading).
3. Holding the mouse over the hyperlink icon will display the task reference’s URL.
4. Click on the hyperlink icon next to the task you’re interested in to display the related reference material.
5. When you’re done reviewing the reference, click on the Back arrow to return to the MS Project window containing the Migration Starter Kit. You may have to click on Back multiple times, depending on how many pages you’ve viewed.

1. Open a Migration Starter Kit and make sure the Gantt Chart icon on the screen’s left side is highlighted, by clicking on it if necessary.
2. If a footnote is provided for a task, the footnote icon will be displayed in the indicators column (column 2, just to the right of the task number column, just to the left of the task name column, with an ‘i’ inside a blue circle as the column heading).
3. Holding the mouse over the footnote icon will display all or a portion of the footnote contents.
4. Double click on the footnote icon next to the task you’re interested in, which will cause a Task Information pop-up window to appear.
5. If the Notes tab at the top of the Task Information pop-up window is not highlighted, click on it to do so. You will normally have to do this each time you open a Migration Starter Kit. The Notes tab will stay highlighted for future footnotes that may be opened, unless you click on a different tab at the top of the Task Information window.
6. Once the footnote references are displayed, click on the hyperlink you’d like to see, and that reference will be displayed.
7. To view another reference in a footnote, or to return to a Migration Starter Kit, click on the MS Project window or on the MS Project task box at bottom of screen to make it the active window.
8. The MS Project window containing the Starter Kit – with the Task Information pop-up open – will appear. If you want to view another reference, click on that hyperlink. If you want to return to the Starter Kit, press the escape key or click on the Cancel box in the Task Information window.

1. Open a Migration Starter Kit and make sure the Gantt Chart icon on the screen’s left side is highlighted, by clicking on it if necessary.
2. To print an entire project plan, click on the printer icon at the top of the MS Project window.
3. To print part of a Starter Kit, or to change default printer options, depress CTRL+P or select the Print option after clicking File on the action bar at the top of the MS Project window. A Print pop-up window will appear where you can choose the pages to be printed, duplexing, number of copies, etc.
4. To preview a printout before printing it, click on File at the top of the MS Project window, then click on Print Preview in the pull down window. From the Print Preview window, you can print the Starter Kit by clicking on the Print box at the top of the window.

1. Views provide different ways of looking at Migration Starter Kit data. By default, you see a Gantt Chart when you open a Starter Kit, but a variety of other task views and resource views are provided.
   1. Task views show you information about one or more tasks in a Starter Kit. These views include:
      1. Calendar – This is a calendar in monthly format that shows tasks and their duration.
      2. Gantt Chart – On the left hand side, a list of tasks in sequential order plus other information such as task duration, start time, end time, responsible individual, predecessor task, etc. On the right hand side is a timeline that graphically depicts the progression of an upgrade over time.
      3. Network Diagram – A schedule in flowchart format that shows all tasks and dependencies.
      4. Tracking Gantt – Similar to the Gantt Chart, the Tracking Gantt Chart compares the desired schedule to the actual schedule
      5. Task Sheet – A spreadsheet-format list of tasks and related information.
   2. Resource views show you information about resources – usually individuals – assigned to tasks in a Migration Starter Kit. These views include:
      1. Resource Graph – A bar chart showing a specific resource’s (or a group of resources) allocation, cost, or work over time.
      2. Resource Sheet – A spreadsheet-format list of resources and related information.
      3. Resource Usage – A list of resources (migration team members) showing tasks assigned to a resource, and a total of all time committed to the resource. This View is particularly valuable for balancing workload across multiple resources.
2. Take some time to look through the different Views and decide which ones are valuable to you. To look at the Views, either:
   1. Click on each of the icons on the left hand side of the screen in sequence, or
   2. Click on View on the action bar at the top of the MS Project window, then click on the view you wish to see in the pull down window, repeating the process with the other Views.
3. For a list of all Views available, click on View on the action bar at the top of the MS Project window, then click on More Views. The resultant pop-up window provides you with a complete list of available Views.

1. Spreadsheet-format Views can be further modified through the use of Tables. As is the case with Views, Tables come in 2 basic forms: (1) Task Tables, which are applied to Task Views, and (2) Resource Tables, which are applied to Resource Views. Some of the more common examples of spreadsheet-format Views are: (1) the Gantt Chart View, (2) the Task Usage View, (3) the Tracking Gantt View, (4) the Task Sheet View, (5) the Resource Sheet View, and the (6) the Resource Usage View.
   Some of the more common Tables provided include: (1) Cost, (2) Entry, (3) Hyperlink, (4) Schedule, (5) Summary, (6) Tracking, (7) Usage, (8) Variance, and (9) Work. A list of all Tables can be displayed by:
   1. Clicking on View on the action bar at the top of the MS Project window.
   2. Move the mouse to the Table: selection in the resultant pull down window, which initiates a pop-up window adjacent and to the right of the pull down window.
   3. In the pop-up window, click on More Tables… A window of other Tables will then be displayed in the resultant pop-up window. Click on the Table you wish to view.
2. A sampling of the Tables provided for these views include:
   1. Entry Table for Gantt Chart – this Table is the default selection, and displays: (1) task number, (2) indicator(s) (hyperlink icon, footnote icon, task completion icon, etc.), (3) task name, (4) duration, (5) start date, (6) finish date, (7) the predecessor task number, and (8) the resource (migration team member) who is assigned to the task.
   2. Entry Table for Resource Sheet – this Table is the default selection, and displays: (1) resource number, (2) indicator(s), (3) resource name, (4) resource type, (5) material label, (6) initials, (7) group, (8) maximum units, (9) standard rate, (10) overtime rate, (11) cost/use, (12) accrue at, (13) base calendar, and (14) code.
   3. Hyperlink Table for Gantt Chart– this Table displays: (1) task number, (2) task indicator(s), (3) task name, (4) hyperlink text (text associated with the hyperlink), (5) hyperlink address (either Uniform Resource Locator (URL) or Universal Naming Convention (UNC)), and (6) hyperlink subaddress (a specific location within the document specified by the URL).
   4. Cost Table for Gantt Chart – this Table displays: (1) task number, (2) indicator(s), (3) task name, (4) fixed cost, (5) fixed cost accrual, (6) total cost, (7) baseline cost, (8) variance cost, (9) actual cost, and (10) remaining cost.
   5. Schedule Table for Gantt Chart – this Table displays (1) task number, (2) task name, (3) start date, (4) finish date, (5) late start date, (6) late finish date, (7) free slack time, and (8) total slack time.
   6. Summary Table for Resource Usage – this Table displays (1) resource number, (2) resource name, (3) maximum units, (4) peak, (5) standard rate, (6) overtime rate, (7) cost, and (8) work.
3. Take some time to look through the different Tables provided for different Views, and decide which ones are valuable to you. To first select a View, either:
   1. Click on the desired icon on the left hand side of the screen, or
   2. Click on View on the action bar at the top of the MS Project window, then click on the view you wish to see in the resultant pull down window.
   3. To then select a Table for the View you just selected:
   4. Click on View on the action bar at the top of the MS Project window.
   5. Move the mouse to the Table: selection, which initiates a pop-up window adjacent and to the right of the pull down window.
   6. In the pop-up window, either click on the Table you wish to see, or
   7. Click on More Tables… A window of other Tables will then be displayed in the resultant pop-up window. Click on the Table you wish to see.

1. Another way to modify what Views present to you is through the use of Filters. As is the case with Views, Filters come in 2 basic forms: (1) Task Filters, which are applied to Task Views, and (2) Resource Filters, which are applied to Resource Views. Filters consist of criteria that identify characteristics that are shared by groups of tasks or resources, and that limit what is displayed in a view to tasks or resources that meet the criteria specified in the Filter. Some examples of Filters are: (1) Date Range, which displays all tasks that fall between the dates specified, (2) Cost Overbudget, which displays all tasks that are over budget, (3) Incomplete Tasks, which displays tasks that have not yet been completed, (4) Slipping Tasks, which displays all tasks that are behind schedule, (5) Overallocated Resources, which displays resources that are scheduled to do more work than is available in the specified time frame, and (6) Work Overbudget, which displays all resources with work greater than was specified in the project baseline. In all, over 50 Filters are provided with MS Project, and more can be created through customization.
   Task and Resource Filters can be further broken into the following categories:
   1. Standard Filters – These Filters categorize tasks or resources based upon one or two criteria such as task type (Summary, Slipping, Critical, Milestone, etc.), or based on the comparative values in 2 fields for the same task or resource (Actual Completed Date vs. Assigned Completion Date, Actual Cost vs. Assigned Cost, etc.)
   2. Interactive Filters – These Filters query you for criteria values, whereupon you can either identify specific values, or ranges of values.
   3. AutoFilters – These Filters are only available in spreadsheet-format Views, and there can only be one AutoFilter for a given column. Only tasks or resources that meet the AutoFilter criteria are displayed.
2. To apply a Filter, first choose the View you want to filter by either:
   1. Clicking on the icon of the View you wish to filter on the left hand side of the window, or
   2. Clicking on View on the action bar at the top of the MS Project window, then click on the View of interest in the resultant pull down window (you may have to click on More Views to find the view you want).
   3. Then click on Project on the action bar at the top of the MS Project window.
   4. Position the mouse over the Filtered For: box in the resultant pull down window.
   5. A pop-up window will appear adjacent and to the right of the pull down window. Select the Filter you wish by clicking on it, or Click on More Filters to initiate a pop-up window of all available Filters, then select the Filter you desire by clicking on it.
   6. Once you’ve selected the Filter on the More Filters pop-up window, click on Apply, or depress Enter.
3. To apply an AutoFilter, first choose the View you want to autofilter by either:
   1. Clicking on the icon of the View you wish to filter on the left hand side of the window, or
   2. Clicking on View on the action bar at the top of the MS Project window, then click on the View of interest in the resultant pull down window (you may have to click on More Views to find the view you want).
   3. Then click on Project on the action bar at the top of the MS Project window.
   4. Position the mouse over the Filtered For: box in the resultant pull down window.
   5. A pop-up window will appear adjacent and to the right of the pull down window. Click on AutoFilter if AutoFilters is not turned on (if the icon to the left of AutoFilter is not highlighted, AutoFilters is off).
   6. Click on the downward-pointing arrow in the column heading of the field you want to filter.
   7. A pop-up window will appear that contains the filtering criteria you can select. Choose the criteria you desire by clicking on it.
   8. The project plan will then be filtered according to your specifications, and the column heading and arrow you’re filtering on will turn blue.
   9. If you want to perform a Boolean comparison other than equals, click on Custom after clicking on the downward-pointing arrow.
   10. If you wish to also filter on a second column, repeat steps f through I, above.
4. Take some time to look through the different Filters and decide which ones are valuable to you.

1. Reports provide additional means for looking at project data. To look at standard reports that are provided:
   1. Click on View on the action bar at the top of the MS Project window.
   2. Click on the Reports selection that appears on the resultant pull down window. This will cause a Reports pop-up window to appear.
   3. Choose a category of reports by double clicking on that icon. 6 categories of reports are provided:
      1. Overview reports – These reports provide summarized or high level information on a Starter Kit.
      2. Current Activity reports – These reports provide key information regarding tasks in a Starter Kit, such as tasks in progress, completed tasks, tasks that should be started, etc.
      3. Cost reports – These reports provide information on costs related to an upgrade, such as project budget, tasks that are over budget, resources that are over budget, etc.
      4. Assignments reports – These reports provide information about resources and their utilization, such as who does what, a to do list, overallocated resources, etc.
      5. Workload reports – These reports provide information on task and resource usage.
      6. Custom reports – This selection provides you with facilities for producing reports tailored to your needs. When you click on Custom, a pop-up window displays all possible reports that are provided. Select on of those options, and if you wish to further tailor it, click on Edit in the pop-up window.
2. One of the more useful reports is the Who Does What report. To view this report:
   1. Click on View on the action bar at the top of the MS Project window.
   2. Click on the Reports selection that appears on the resultant pull down window. This will cause a Reports pop-up window to appear.
   3. Double click on the Assignments icon that appears in the resultant pop-up window.
   4. Double click on the Who Does What icon. The Who Does What report will appear.
   5. To print the Who Does What report, click on the Print… box at the top of the MS Project window, or depress CTRL+P.
   6. To tailor the Who Does What report, click on the Page Setup box at the top of the MS Project window.

1. One of the first things to do after receiving a Migration Starter Kit is to back it up to permanent media such as a diskette or CDROM (depending on what products are included in your Starter Kit, the UPT may be too large to fit on a 1.44M diskette). Similarly, back up a UPT before and after you make a significant number of changes to it. To back a Migration Starter Kit up:
2. Open a Migration Starter Kit and make sure the Gantt Chart icon on the screen’s left side is highlighted, by clicking on it if necessary.
3. Click on File on the action bar at the top of the MS Project window.
4. Click on Save As in the resultant pull down window. A Save As pop-up window will appear.
5. Key a drive, path, and file name into the box to the right of File name:, then depress Enter or click on the Save box. This will create your backup.

1. If you make a change you didn’t intend, that didn’t turn out the way you expected, if you made a finger-check, if MS Project made a change and you don’t understand how, there is a way to fix it (assuming you do it immediately). The Undo function is provided for just this situation. To undo a change, either:
   1. Click on the icon of an arrow circling left that appears on the Standard Toolbar at the top of the MS Project window (if you place the mouse over the icon, Undo Entry will be displayed), or
   2. Click on Edit on the action bar at the top of the MS Project window, then click on the Undo box that appears in the resultant window, or
   3. Depress CTRL+Z.

1. Open a Migration Starter Kit and make sure the Gantt Chart icon on the screen’s left side is highlighted, by clicking on it if necessary.
2. The Start Date for recurring tasks should be changed before changing the overall project Start Date, so either scroll to the bottom of the Starter Kit, or depress CTRL+END, followed by the <- key to scroll left. Scroll up if necessary to display the recurring tasks beneath the Project Management section at the end of the Migration Starter Kit.
3. Highlight the first task under the Project Management section, entitled Project mgt. & planning, status meetings & minutes, time reporting, by clicking on the task number column (the leftmost column) for that task.
4. Click on Project on the action bar at the top of the MS Project window.
5. Click on Recurring Task Information in the resultant pull down window. A Recurring Task Information pop-up window will appear.
6. In the box under Dates, entitled Start:, click on the down arrow to display a monthly calendar, then select the start date you want to change to by clicking on it (you may have to page forward in the calendar to a different month).
7. When the correct date is displayed in the Start: box, click on the OK button of the Recurring Task Information window to make the change.
8. Highlight the second task under the Project Management section, entitled Status meetings, update project plan, time reporting, by clicking on the task number column (the leftmost column) for that task.
9. Click on Project on the action bar at the top of the MS Project window.
10. Click on Recurring Task Information in the resultant pull down window. A Recurring Task Information pop-up window will appear.
11. In the box under Dates, entitled Start:, click on the down arrow to display a monthly calendar, then select the start date you want to change to by clicking on it (you may have to page forward in the calendar to a different month).
12. When the correct date is displayed in the Start: box, click on the OK button of the Recurring Task Information window to make the change.
13. Perform the same 5 steps for additional recurring task(s) that follow. They are entitled Status meetings, time reporting.
14. Perform the same 5 steps for any recurring tasks you may have added.
15. Depress CTRL+HOME to return to the top of the project plan.
16. Click on Project on the action bar at the top of the MS Project window.
17. Click on Project Information in the pull down window. A Project Information pop-up window will appear.
18. In the box entitled Start date:, click on the down arrow to display a monthly calendar, then select the start date you want to change to by clicking on it (you may have to page forward in the calendar to a different month).
19. When the correct date is displayed in the Start date: box, click on the OK button of the Project Information window to make the change.
20. The Start Date of the Migration Starter Kit has now been changed to your selection of dates. This will be reflected in the Gantt charts, start and finish date columns, etc.

1. Open a Migration Starter Kit and make sure the Gantt Chart icon on the screen’s left side is highlighted, by clicking on it if necessary.
2. Click on Tools on the action bar at the top of the MS Project window.
3. Move the mouse to Resources in the pull down window, which will open a pop-up window directly adjacent and to the right of the pull down window.
4. Click on Assign Resources in the pop-up window. This will cause an Assign Resources pop-up window to appear.
5. Click in the box of the name you want to change, which will position the cursor there, then overkey the name (i.e. Bob Byte, Cathy Coder, etc.), then depress the Enter key.
6. This resource name will be changed for all tasks in the Migration Starter Kit that are assigned to that resource.
7. If you want to change another resource, follow step 4 and 5, above.
8. When all desired resource names are changed, exit the Assign Resources pop-up menu by depressing the Escape key.

1. Open a Migration Starter Kit and make sure the Gantt Chart icon on the screen’s left side is highlighted, by clicking on it if necessary.
2. In the Starter Kit, tab to the right until the column entitled Person, then move the cursor to the cell of the task you wish to change.
3. Overkey the resource name (Bob Byte, Cathy Coder, etc.) in the cell with the name of the person you want assigned to this task.
4. You should then verify the task is linked appropriately by examining its predecessor and successor tasks. Predecessor and successor tasks are identified in the column to the left of the Person column, entitled Prior.
   1. Before changing any task numbers in the Prior column, record the existing task number in the Prior column for the task you changed. This is the original predecessor task to the one you changed.
   2. Browse forward until you locate the next task assigned to the old resource name (Bob Byte, Cathy Coder, etc.), and record it. This is original successor task to the one you changed.
   3. Locate the immediately-preceding task in the Starter Kit that’s assigned to the same person you’re re-assigning this task to, and record it. This is the new predecessor task.
   4. Locate the immediately-following task in the Starter Kit that’s assigned to the same person you’re re-assigning this task to, and record it. This is the new successor task.
   5. In the Prior cell for the changed task, change the task number to the new predecessor task number recorded in step c, above.
   6. Locate the new successor task, recorded in step d, above, and change that task’s Prior task number to the number of the task you just changed.
   7. For the original successor task – identified in step b above – change the task number in the Prior cell to that of the original predecessor task – identified in step a above.

1. Open a Migration Starter Kit and make sure the Gantt Chart icon on the screen’s left side is highlighted, by clicking on it if necessary.
2. Position the cursor on the line directly beneath the row where you want to insert a task (the new row will be inserted directly above the cursor).
3. Depress the insert key. Alternatively, click on Insert on the action bar at the top of the MS Project window, then click on the New Task selection in the resultant pull-down window.
4. A blank line is then inserted. Fill in the Task Name, the Duration, and the Person who is to perform the task.
5. If there are other tasks in the Starter Kit for the Person assigned to the task, you will have to link this task to its predecessor (in the column entitled Prior) and successor tasks.
   1. Locate the immediately-preceding task in the Starter Kit that’s assigned to the same person you’re assigning this task to, and record it. This is the predecessor task.
   2. Locate the immediately-following task in the Starter Kit that’s assigned to the same person you’re assigning this task to, and record it. This is the successor task.
   3. In the Prior cell for the inserted task, enter the predecessor task number recorded in step a, above.
   4. Locate the successor task, recorded in step b, above, and change that task’s Prior cell from the predecessor task number to the number of the task you just inserted.

1. Open a Migration Starter Kit and make sure the Gantt Chart icon on the screen’s left side is highlighted, by clicking on it if necessary.
2. Position the cursor on the row of the task you want to delete.
3. Record the task number that’s in the Prior column. This is the predecessor task.
4. Depress the delete key. Alternatively, click on Edit on the action bar at the top of the MS Project window, then click on the Delete Task selection in the resultant pull-down window.
5. The task is then deleted.
6. If there are other tasks in the Starter Kit for the Person assigned to the task, you will have to link the deleted task’s predecessor task (identified in the column entitled Prior) to its successor task.
   1. Locate the immediately-following task in the Starter Kit that’s assigned to the same person as the task you just deleted, and record it. This is the successor task.
   2. In the Prior cell for the successor task, enter the predecessor task number recorded in step 3, above.
7. Tip: An alternative to deleting a task may be to mark it as complete. By marking a task as complete, you identify it as a task that can be ignored in your upgrade, and hours assigned to those tasks will not be counted against the upgrade.
   The major advantage of marking tasks as complete versus deleting them is that you don’t have to re-link any tasks when you mark them as complete. If you delete a number of tasks, the re-linking effort can be significant.
   The major disadvantage of marking tasks as complete versus deleting them is that these tasks represent tasks that are irrelevant to the upgrade, not necessary tasks that have completed. This may skew certain reports, and add unnecessary content to migration plans.

1. Open a Migration Starter Kit and make sure the Gantt Chart icon on the screen’s left side is highlighted, by clicking on it if necessary.
2. Position your cursor in any cell of the task you want to add a hyperlink to, or highlight that row by clicking on the task number cell.
3. Either depress CTRL+K, or click on Insert on the action bar at the top of the MS Project window, then click on Hyperlink in the resultant pull down window. This will bring the Hyperlink pop-up window up.
4. Key in the desired URL or UNC in the box below the Type the file or Web page heading, then depress Enter or click on OK.

1. Open a Migration Starter Kit and make sure the Gantt Chart icon on the screen’s left side is highlighted, by clicking on it if necessary.
2. Click on View on the action bar at the top of the MS Project window.
3. Move your mouse to the Table: box of the resultant pull down window, opening a pop-up window adjacent and to the right of the pull down window.
4. Move your mouse just left of the Hyperlink selection, clicking next to it to select it.
5. In the Gantt Chart, move the cursor to the Address cell of the task whose hyperlink you wish to delete.
6. Delete the contents of the desired Address cell and depress Enter.
7. The hyperlink icon in the indicators column will disappear.

1. Open a Migration Starter Kit and make sure the Gantt Chart icon on the screen’s left side is highlighted, by clicking on it if necessary.
2. Position your cursor in any cell of the task you want to add a footnote to, or highlight that row by clicking on the task number cell.
3. Click on Project on the action bar at the top of the MS Project window, then click on the Task Notes box in the resultant pull down window, or click on the footnote icon at the top of the MS Project window. This will bring the Task Information pop-up window up.
4. If the Notes tab at the top of the Task Information pop-up window is not highlighted, click on it to do so. You will normally have to do this each time you open a Migration Starter Kit. The Notes tab will stay highlighted for future footnotes that may be opened, unless you click on a different tab at the top of the Task Information window.
5. Key in the text and hyperlink(s) you desire to add, in the white text entry box beneath Notes:, then depress Enter or click the OK box in the Task Information pop-up window.
6. In the footnotes provided with a Migration Starter Kit, footnotes adhere to the following format:
   1. Title of the manual, presentation, or other information source.
   2. Title of the specific location within an information source where a specific reference resides, such as chapter name, section name, etc.
   3. Numeric identifier of the specific location within an information source where a specific reference resides, such as page number, section number, etc.
   4. Hyperlink to the information reference.

1. Open a Migration Starter Kit and make sure the Gantt Chart icon on the screen’s left side is highlighted, by clicking on it if necessary.
2. Double click on the footnote you wish to delete, bringing the Task Information pop-up window up.
3. If the Notes tab at the top of the Task Information pop-up window is not highlighted, click on it to do so. You will normally have to do this each time you open a Migration Starter Kit. The Notes tab will stay highlighted for future footnotes that may be opened, unless you click on a different tab at the top of the footnote window.
4. Delete the contents in the white text entry box beneath Notes:, then depress Enter or click the OK box in the Task Information pop-up window.
5. The footnote icon in the indicators column will disappear.

1. Open a Migration Starter Kit and make sure the Gantt Chart icon on the screen’s left side is highlighted, by clicking on it if necessary.
2. If you want to mark a single task as complete, either highlight the row the task is on by clicking on the task number column (the leftmost column), or move the cursor to one of the cells in that row.
3. If you want to mark multiple tasks as complete, highlight the rows to be changed by clicking in the task number column. Select nonadjacent tasks by holding down CTRL while you highlight the tasks.
4. Click on Tools on the action bar at the top of the MS Project window.
5. Move the mouse over Tracking in the pull down window, which will cause a pop-up window to appear adjacent and to the right of the pull down window.
6. Click on Update Tasks, which will cause an Update Tasks pop-up window to appear.
7. Tab to the box on the right hand side of % complete:. Enter ‘100’ in the box, then hit Enter or click on OK so the change takes effect.
8. A check mark will appear in the indicators column (column 2) of the task(s) which were changed.

1. In situations where you are extensively modifying a Migration Starter Kit, it may take less effort to completely re-link an entire UPT after making all modifications, rather than re-linking tasks on a modification by modification basis. This is especially true where you: (1) add a lot of tasks, (2) delete a lot of tasks, (3) re-assign a lot of tasks in a manner inconsistent to how they are currently assigned, or (4) a combination of the 3 aforementioned modifications.
   To re-link an entire UPT:
2. Open a Migration Starter Kit and make sure the Gantt Chart icon on the screen’s left side is highlighted, by clicking on it if necessary.
3. To re-link all tasks in a UPT, you must first unlink them as follows:
   1. Click your mouse in the box of the column 1 heading entitled Task#. This will highlight all of the tasks in the Migration Starter Kit.
      Note: If you want to unlink only a subset of all tasks, highlight only those tasks as follows:
      1. To highlight a single task, click on the Task# cell for that task.
      2. To highlight a contiguous set of cells, click and hold on the Task# cell of the first task you want to highlight. Keeping your mouse’s right button down, drag the cursor down to the Task# cell of the last task you want to highlight and release the button.
      3. To highlight noncontiguous sets of tasks, depress and keep the CRTL key down, then click and hold on the Task# cell of the first task in the first set of tasks you want to highlight. Keeping your mouse’s right button down, drag the cursor down to the Task# cell of the last task in the first set of tasks you want to highlight, then release the right button. With CTRL still down, click and hold on the Task# cell of the first task in the second set of tasks you want to highlight. Keeping the mouse’s right button down, drag the cursor down to the Task# cell of the last task in the second set of tasks you want to highlight, then release the right button. Continue in this manner until you have highlighted all the tasks you want to unlink.
         Note to a note: If you fail to keep CTRL depressed, a click of the mouse will cancel all highlighting performed up to that point, so you may want to unlink tasks in limited-size groups, rather than unlinking all tasks for a given resource in a UPT at the same time. 
   2. To unlink the tasks you’ve highlighted, either:
      1. Click on Edit on the action bar at the top of the MS Project window, then click on Unlink Tasks (or the Unlink Tasks icon to its left) in the resultant pull down window, or
      2. Click on the Unlink Tasks icon (a broken link of chain) on the Standard Toolbar at the top of the MS Project window.
      3. You may at this point get the following set of messages:
         "The selection is too large."
         "Microsoft Project may not be able to undo changes made to such a large selection."
         "Do you want to continue anyway?"
         • If you have made a backup copy of the Migration Starter Kit and it is current, click on Yes.
         • If you have not made a backup copy, or if it is not current, click on No and follow the instructions in item IX above, entitled Make a Backup Before Making Any Changes, then repeat the above steps in this item.
      4. The tasks will now be unlinked. Browse through them to verify their correctness.
4. To then link the tasks – usually by the resource (migration team member) specified in the Person column – in the order you wish:
   1. Highlight the tasks and/or sets of tasks you wish to link.
      1. To highlight a single task, click on the Task# cell for that task.
      2. To highlight a contiguous set of cells, click and hold on the Task# cell of the first task you want to highlight. Keeping your mouse’s right button down, drag the cursor down to the Task# cell of the last task you want to highlight and release the button.
      3. To highlight noncontiguous sets of tasks, depress and keep the CRTL key down, then click and hold on the Task# cell of the first task in the first set of tasks you want to highlight. Keeping your mouse’s right button down, drag the cursor down to the Task# cell of the last task in the first set of tasks you want to highlight, then release the right button. With CTRL still down, click and hold on the Task# cell of the first task in the second set of tasks you want to highlight. Keeping the mouse’s right button down, drag the cursor down to the Task# cell of the last task in the second set of tasks you want to highlight, then release the right button. Continue in this manner until you have highlighted all the tasks you want to link.
         Note: If you fail to keep CTRL depressed, a click of the mouse will cancel all highlighting performed up to htat point, so you may want to link tasks in limited-size groups, rather than linking all tasks for a given resource in a UPT at the same time.
   2. To link the tasks you’ve highlighted, either:
      1. Click on Edit on the action bar at the top of the MS Project window, then click on Link Tasks (or the Link Tasks icon to its left) in the resultant pull down window, or
      2. Click on the Link Tasks icon (unbroken links of chain) on the Standard Toolbar at the top of the MS Project window.
      3. You may at this point get the following set of messages:
         "The selection is too large."
         "Microsoft Project may not be able to undo changes made to such a large selection."
         "Do you want to continue anyway?"
         • If you have made a backup copy of the Migration Starter Kit and it is current, click on Yes.
         • If you have not made a backup copy, or if it is not current, click on No and follow the instructions in item IX, entitled Make a Backup Before Making Any Changes, then repeat the above steps in this item.
      4. The tasks will now be linked. Browse through them to verify their correctness.

1. Open a Migration Starter Kit and make sure the Gantt Chart icon on the screen’s left side is highlighted, by clicking on it if necessary.
2. Double click on the column heading you want to change (such as Task Description), bringing a Column Definition pop-up window up.
3. In the box to the right of Title:, key in the heading text you want, then depress Enter or click on OK. The column heading should now reflect your change.

1. After making changes to a Starter Kit, the changes need to be saved. To save a Migration Starter Kit:
2. Click on File on the action bar at the top of the MS Project window, or depress CTRL+O.
3. Click on Save in the resultant pull down window, or click on the Save icon just to the left of the Save text in the window.
4. Alternatively, click on the Save icon on the Standard Toolbar at the top of the MS window.
5. After specifying that you want to save the UPT, you may be presented with a pop-up window asking whether you want to save the UPT with or without a baseline.
   A baseline is a snapshot that contains scheduling, resource, and cost estimates in a UPT at a specific point in time. A baseline allows you to compare your actual progress against this snapshot in time, and to determine where you are ahead or behind of schedule.
   Normally, you will not want to save a baseline. However, at certain points in time – such as when you tailor a Migration Starter Kit into a finalized Migration Plan, or at other "milestone" dates during the upgrade – you may want to save a baseline for purposes of comparison.
   Click on your choice to save, or not to save, a baseline; then either depress Enter or click on OK.
6. The file will then be saved.

It’s commonplace that – for compatibility reasons with z/OS, CICS, DB2, etc. – some Third Party products need to be upgraded to a new release, while others only need maintenance to be compatible. Consequently, a Migration Starter Kit normally contains a section of tasks for a release upgrade of some Third Party products, and a section of tasks for a maintenance upgrade of other Third Party products. If you have a product that only needs maintenance, but the tasks for the product in the Migration Starter Kit are for a release upgrade, you can create a maintenance upgrade task group to replace the release upgrade task group by doing the following:

1. Copy a maintenance upgrade task group by highlighting an existing one for (which is for a different product). Then click on the copy icon in the Formatting Toolbar, or depress CTRL+C simultaneously.
2. Move the cursor to the line before which you wish to insert the task group you copied in step 1.
3. Click on the paste icon in the Formatting Toolbar, or depress CTRL+V simultaneously. The task group should be inserted. If it is not, blank out the Prior task number in the Prior column of the row before and after where the task group is being inserted.
4. Change the product name in the task description for each row where it appears in the new maintenance upgrade task group, to the name of the product you’re changing from a release to a maintenance upgrade.
5. Change the first hyperlink in the new maintenance upgrade task group to the new product, as follows:

1. Move the cursor to the first row containing a hyperlink in the release upgrade task group you’re converting to a maintenance upgrade.
2. Click on the hyperlink icon in the Formatting Toolbar, or depress CTRL+K simultaneously.
3. Highlight the URL in the box just below the "Type the file or Web Page name:" title, then click on the copy icon in the Formatting Toolbar or depress CTRL+C simultaneously to copy it.
4. Depress Esc, then move the cursor to the first row of the maintenance upgrade task group you’re adding.
5. Click on the hyperlink icon in the Formatting Toolbar, or depress CTRL+K simultaneously.
6. Delete the contents in the box just below the "Type the file or Web Page name:" title, then click on the paste icon in the Formatting Toolbar, or depress CTRL+V simultaneously to copy in the new URL.
7. Click on OK to save the change.

1. Change other hyperlinks as necessary using the same steps as in 5 above.
2. Delete the release upgrade task group by highlighting the group, then depress the Delete key.
3. Verify the tasks before and after the maintenance upgrade task group are linked properly by reviewing the Prior task column. If links are incorrect, fix these errors by keying the correct task numbers in the Prior column for the rows that are affected.
4. To create a release upgrade task group that replaces a maintenance upgrade task group, simply reverse the two in the above instructions.

If for some reason you do not have one task group or the other in your Migration Starter Kit, contact Jim Schesvold at jschesvold@mainframehelp.com.