MICROSOFT PROJECT TUTORIAL – PDF Free Download.
IT Training. How to : Create More information. The first task you click on will be assumed to be the precedent task and the second task that you click on will be assumed to be the subsequent task. This is precisely what the 1. Assess performance in relation to specs 2 days
This is learning made easy. Get more done quickly with Project Jump in wherever you need answers-brisk lessons and colorful screenshots show you exactly what to do, step by step.
Quickly start a new plan, build task lists, and assign resources Share your plan and track your progress Capture and fine-tune work and cost details Use Gantt charts and other views and reports to visualize project schedules Share resources across multiple plans and consolidate projects Master project management best practices while you learn Project Look up just the tasks and lessons you need. Quickly start a new plan, build task lists, and assign resources Share your. Get more done quickly with Microsoft Project Jump in wherever you need answers—brisk lessons and informative screenshots show you exactly what to do, step by step.
Other Project users will want to grab this book as well. This training and reference guide provides a comprehensive coverage of Project Management theory that is applied to the use of Microsoft Project , from the project manager’s perspective. Our debut of Project Management Using Microsoft Project was well received by the project management community in over 25 countries. It has been so. The easy way to take control of project timelines, resources, budgets, and details Project manager, meet your new assistant!
One benefit of MS Project is that it can calculate the time it will take a person to complete a task based on their availability. If an important part of the project needs to be done quickly, you can assign multiple people and the program will estimate the time needed to complete the task accordingly. This also alerts the people assigned to the project to the time that is required of them. Click the Gantt chart icon in top left corner of the window.
Open the Task Form You should still be in the View tab. Click the Details box in the ribbon. The Task Form should appear on the lower half of the screen. Click the box under Resource Name and choose a resource from the drop-down menu.
Then click OK. You can add another person to the same task by clicking the area under Resource Name and choosing the name you want. Click OK.
As you assign tasks, the amount of time will be added to the Gantt chart. Note: Clicking the Next button located on the right side of the OK button will load the next task in the Gantt chart.
When scheduling tasks with Microsoft Project, you have two options. You can assign and track tasks manually, or use the automatic feature to schedule tasks based on dependencies, calendars, and constraints.
Learn how to use the automatic feature below: 1. Click Edit project settings. The default is set to Manually Scheduled. Select and click Auto Scheduled and click the OK button. To create task dependencies in Microsoft Projects, link any two tasks in Gantt chart view.
When linked, all changes made to the first task affect the second. Select Tasks to Link Click the Task tab in the menu bar. Identify the two tasks in the list that you want to link. Click the first task and press and hold the Ctrl key and select the second task.
Click the chain icon in the ribbon to link the tasks. Project manager, meet your new assistant! Written by an expert author who knows project management processes backward and forward, this friendly, hands-on guide shows you how to get started, enter tasks and estimate durations, work with resources and costs, fine-tune your schedule, set baselines, collect data, analyze progress, and keep your projects on track. Project For Dummies shows you how to use the latest version of Microsoft Project to create realistic project timelines, make the most of available resources, keep on top of all those pesky details, and, finally, complete your project on time and on budget.
Start your path to career success with one of our 47 innovative, career-focused Bachelor, Master, and MBA degrees. Apply in 5 minutes. Linking Tasks 5. Marking Milestones 6. Using Phases and Summary Tasks 7. Using Task Notes Resources 1. Project Resources Overview 2. Creating Work Resources 3. Creating Material Resources 4. Creating Cost Resources 5. Entering Costs for Project Resources 6. Scheduling Work Resources 7. Assigning Work Resources to Tasks 2.
Assigning Material Resources to Tasks 3. Assigning Cost Resources to Tasks 4. Creating Project Baselines 2. Updating Multiple Tasks in a Project 3. Updating Tasks Individually 4. Formatting Text in a Gantt Chart 2. Formatting Gridlines in a Gantt Chart 3. Formatting Columns in Gantt Charts 5. Applying Bar and Gantt Chart Styles 6. Drawing Objects 7. Formatting Timescale in Gantt Charts 8.
Using Timeline View 2. Creating Multiple Timelines 3. The Task Usage View 4. The Network Diagram View 5. The Calendar View 6. Printing Views Advanced Task Management 1. Setting Task Lead and Lag Time 2.
Using Task Constraints 3. Task Types 4. Setting Deadlines 5. Interrupting Tasks 6. Moving and Rescheduling Tasks 7.
Skills review Practice tasks. Part 3: Advanced scheduling techniques. See task relationships by using Task Path Adjust task link relationships Control task scheduling by using constraints Interrupt work on a task Adjust working time for individual tasks Control task scheduling by using task types Sidebar: Assignment units, Peak, and the assignment calculation Sidebar: Task types and effort-driven scheduling See task schedule details by using the Task Inspector Skills review Practice tasks.
Change resource availability over multiple date ranges Work with multiple resource pay rates Change resource pay rates over different date ranges Delay the start of assignments Apply contours to assignments Create and assign material resources View resource capacity Adjust assignments in the Team Planner view Project Professional only Skills review Practice tasks.
Sort plan details Group plan details Filter plan details Create new tables Sidebar: Create custom fields quickly Create new views Skills review Practice tasks. Update a baseline Sidebar: Save interim plans Track actual and remaining work for tasks and assignments Sidebar: Enter actual costs manually Track timephased actual work for tasks and assignments Sidebar: Project management focus: Collect actuals from resources Reschedule incomplete work Skills review Practice tasks.
Examine task costs Examine resource costs Skills review Practice tasks. Create a custom report Sidebar: How reports compare to views Customize charts in a report Customize tables in a report Skills review Practice tasks. Copy Project data to and from other programs Open files in other formats in Project Save to other file formats from Project Sidebar: Share files with previous versions of Project Generate reports with Excel and Visio Skills review Practice tasks.
Introduction Welcome! This Step by Step book has been designed so you can read it from the beginning to learn about Microsoft Project and then build your skills as you learn to perform increasingly specialized procedures.
Or, if you prefer, you can jump in wherever you need ready guidance for performing tasks. The how-to steps are delivered crisply and concisely —just the facts. Who this book is for Microsoft Project Step by Step is designed for use as a learning and reference resource by home and business users of Microsoft Office programs who want to use Project to create and manage projects more efficiently. The content of the book is designed to be useful for people who have previously used earlier versions of Project and for people who are discovering Project for the first time.
Each part is divided into chapters representing skill set areas, and each chapter is divided into topics that group related skills. Each topic includes expository information followed by generic procedures.
Meet the Project program Project can be the go-to tool in your project-management toolbox. If you do so, a flag will appear in the very first column of the entry table, the column labeled I for information.
If you rest the cursor on that flag, a message appears that informs you of the hard date constraint that has been applied to the task.
Only one hard date constraint can be set per task at the start date or at the stop date, but not both. Resources can be places, departments, businesses, people, equipment–anything required to complete an activity. When you create an assignment, you assign a resource to a task. The resource issue makes the project. You can assign: Individual resources Assign resources part time Several resources Remove resources from a task Replace one resource with another.
In the Task name field, select the task to which you have to assign a resource. Click on the assign resource button on the tool bar button with 2 faces on it. In the Name field, type in the name of the resource. Click assign. This is a bad assumption in the software business because as Brooks  pointed out, men and months are not interchangeable unless there is no interaction between them. If you decide to split your job with another person, you will have to spend some time training the other person to do your part of the job.
Then you will have to interact with the other person as the two of you together build the interfaces that are necessary between each person s module s. Clearly, the time is not split in half. In the Task name field, select the task to which you have to remove a resource. Click on the assign resource button button with 2 faces on it. Select the resource you want to remove. Click Remove. To print the required view,. The numbers to the left will appear automatically if you add the WBS column as demonstrated in class.
The numbers shown in the WBS column above are there to indicate subordination. This is precisely what the 1.
Likewise, Management Supervisor Technical Clerical. Notice that, for the walk-throughs, all resources get assigned. MS Project will try to cut the duration to something less than one day. You must re-set the duration to one day for the walk-throughs once all resources have been assigned. Explain why summary tasks have no stated duration in the table above. Explain why the first subordinate task immediately below a summary task has no predecessor.
The end result of all of these tasks and assignment entries is the following:. It also helps you to determine how closely the final project cost matches its estimated cost and also helps in planning for the future. For hourly rates, you can assign a standard rate, which is the rate you pay a resource during normal working hours. Rate is the amount you will pay the resource for any overtime that it does.
To resources that charge a flat amount to do a job, you can assign a fixed cost per use. On the View baron the left, click Resource sheet 2. In the Std. Rate, Ovt. On the View Bar, click Gantt Chart. On the View menu, click on Table, select Cost from the list and then click on Cost. In the Fixed Cost field for the task, type-in the cost 4. A fixed resource cost is added to other resource costs when MS Project calculates the total cost of a task, but doesn t depend on the time a resource spends working on the task.
In the Task Name field, select a task. On the Window menu, click Split. In the Resource Name field, select the resource name. If a new, undefined resource is to be assigned, it must be added to the list, so do so.
On the format menu, point to details and then click Resource Cost. In the Task type box, click Fixed Duration. In the units field for the resource, type 0 and then click OK 8. In the Cost field, type the fixed resource cost. On the Window menu, click Remove Split.
Notice how this task is displayed on the Gantt Chart. You can:. View cost per resource. View the total project cost.
View cost per task The sum of individual task costs make up most if not all of the total project cost. To view the total cost of each task 1. On the vertical View Bar on the left, click Gantt Chart. Select View on the menu bar, click Table, and then choose Cost. Scroll the table on the left to view the Total Cost field. Alternatively, pull the partition back to the right to view more of the table and less of the Gantt Chart.
View the cost per Resource This helps you to know the total cost of that resource for all the tasks the resource is assigned to. On the vertical View Bar on the left, click Resource Sheet.
On the Project menu, click Project Information. Click Statistics. Perhaps you would like to view project costs on the Entry table which is the default table that loads up with MS Project when it is booted.
You would like an additional column to appear right after the name field and right before the duration field. First position the highlight anywhere in the duration column. The click on the insert item on the menu bar. Then, click on Column In the Column Definition dialog box that appears, click on the drop down arrow associated with the Field Name field, the first field in the box. The list of columns that you can insert appear alphabetized by name.
Scroll to cost and click on it. Now, click on the OK button in the upper right corner of the box. The column now appears in your table exactly where you want it. And, now you can see all of your costs. The main goals of analyzing your project plan are to: Shorten the schedule, to meet project deadline. Distribute the work load evenly, by resolving resource over allocations, so that no resources are overworked. Reduce costs to a minimum, to save money and complete the project within your budget.
The main factors that affect how MS Project determines a task s start and finish dates are: Placement.
In a logically ordered set of tasks, the tasks are usually performed in the order in which they appear in the task list.
Several factors affect duration, but, in general, the longer the duration you enter, the later a task finishes. Changing the duration may change the task finish date. Task dependencies. The type of link you establish between two tasks determines whether the successor task starts after the predecessor task is complete. By replacing one type of link with another, you can change the task s start and finish dates and, perhaps the project end date.
Overlap and delay. The overlap or lead-time you add between two tasks causes the successor task to begin earlier. The delay or lag time between two tasks causes the successor task to begin later. You can force a task to start or finish on or near a date you specify by entering a start or finish date yourself or you can change the default constraint, as soon as possible to an inflexible constraint such as Must start on or Finish no later than.
Its however better to let MS Project calculate and, if the schedule changes, recalculate. Assigned resources. When you assign resources to a task, the task duration can change. Generally, more the resources you assign to a task, shorter its duration becomes. If you assign resources to a task, then by default, MS Project calculates a task duration based on the amount of work required to complete the task, the number of resources allotted, the working times and work assigned to the resources.
By changing the amount of work required to accomplish a task, you can change the task duration and thus the final date. Task type. By default each task is a fixed units task. You can change the task type to fixed duration or fixed work. Tasks that can delay a project are called critical tasks and the ones that do not delay are called non-critical tasks. Critical tasks make up a special path known as the critical path.
The critical path is the sequence of tasks that ends on the latest finish date, i. As previously mentioned in the main body of this chapter, the critical path is the longest path through the network and the path that determines the duration of the total project. When you want to shorten the schedule, the critical path has to be shortened.
For one you can right click anywhere in the Gantt Chart, select Gantt Chart Wizard and select Critical Path off the list of options that it gives you. Another way is to change the view as follows: 1. On the view bar, click More views. On the View Bar, click more Views 2.
In the Views list, click Detail Gantt, and then click Apply. Slack on a task appears graphically as thin slack bars adjoining the regular Gantt bars. Drag the divider bar to the right to view the free slack and total slack fields To change the default slack time for critical tasks 1. On the tools menu click Options, and then click the Calculation tab.
In the Tasks are critical if slack is less than or equal to box, enter the amount of slack time. Adjusting non-critical tasks will not shorten the schedule.
The actions you can take to shorten your schedule fall into two categories. Shorten task duration: This can be done by decreasing the duration directly, by decreasing total work,,assigning more resources to a task, by assigning overtime work and by increasing a resource s work schedule. Compress the schedule by making the tasks start sooner: This can be done by combining or deleting tasks, breaking down a task into non-critical subtasks, by adding lead time to a task, changing the task dependency, type of task etc.
Breaking down a critical task into non critical subtasks 1. On the view bar click more views. In the Task Name field, select a single task on the critical path that could be completed in several steps. Click Unlink Tasks. Remove the resources assigned to the task.
Select the task beneath the task you want to change, and then click new task on the insert menu. Repeat step 6 for each subtask you want to add. For each new task, type a name in the Task name field and a duration in the Duration field.
In the task Name field, select all the new tasks, and then click Indent to make them subtasks of the original task. Click Link task. Exercises 1. The Irving Companies are a small conglomerate specializing in health-related businesses, from wholesale planning to in-home health care and medical supplies. The company wants to replace its old legacy systems with an ERP system. Define the business case 60 days 2.
Specify requirements 10 days 3. Select an ERP vendor 10 days 5. Install the system 6. Install phase 1 10 days. Install phase 2 10 days 8. Install phase 3 12 days 9. Perform parameterization Parameterize phase 1 22 days Parameterize phase 2 15 days Parameterize phase 3 14 days Perform Testing Test phase 1 of the system 20 days Test phase 2 of the system 20 days Test phase 3 of the system 30 days Conduct Overall testing 5 days Conduct acceptance test 2 days Perform Training Train for phase 1 cut-over 10 days Train for phase 2 cut-over 10 days Train for phase 3 cut-over 12 days Perform Cut-over Perform phase 1 cut-over 2 days Perform phase 2 cut-over 3 days Perform phase 3 cut-over 4 days Assess performance in relation to specs 2 days Closeout 2 days Implement within MS Project.
Determine project duration. Assume one distinct person is assigned to each of the three phases. Decide what precedence relationships you will require. Determine the project overall cost. In the project above, describe some ways to get it completed sooner, without adding resources.
Turn in the hardcopy of the Gantt View of your project with the entry table shown and a cost column included in that table. For the sequence of steps in the problem above, determine the critical path. For the most part, teams manage projects. Introduction to Microsoft Project This document provides an introduction in using Microsoft Project Microsoft Project is a project management application that contains a set of tools to help. It provides a list of quick tips and shortcuts for familiar features.
This guide does NOT replace training. Microsoft Project is a software package designed help managers manage a variety. Enter task names. Estimate and record how long each task should last. Create a milestone. MS Project Quick Guide 1. Creating a New Project Microsoft Project is a project management software program designed to assist project managers in developing plans, assigning resources to tasks, tracking progress, managing budgets,.
Examples would be File and Analysis. Learn how to create a project, break. One of our mottos is “a quality process creates a quality product. You will use the. Project Management: Intermediate Microsoft Project This document includes instructions for managing resources, updating project plans, and designing visual reports. Managing Resources in a Project. You must have Microsoft Project or higher installed to complete these procedures. If necessary,.
You will: Create a resource calendar. Assign resources to tasks. Assign additional. Project Management is the discipline of planning, organizing, and managing resources to complete a specific goal.
Microsoft Project is software that helps you. Start your project Open Project and. The Assignment Equation The following equation controls the relationship between the Work, Duration, and Assignment Units for a task assignment: Or Or Work: The number of hours of real work effort spent.
Click View and Resource Sheet 2. Slides Steps to Enter Duration: 1. In the Duration column of a task, enter a value, and press Enter on your keyboard Important Points: The default time unit is days, so when you enter 5, this becomes 5.
What project management software is, basic concepts, the tasks. Project management M project tutorial Part 1: Project beginning and the Gantt chart Purpose Project management by using Microsoft Project software Introduction Project management is a process of organizing,.
Scheduling Document Creation What is a Schedule in epm? Schedules The epm Schedule application is an integral part of the Portfolio Management suite of applications. Start and end dates for each summary. Resource Allocation in MS Project Calendars The project calendar determines the working days and hours available to your project, In addition each resource can have their unique calendars to mark time.
Introduction Before considering resourcing the schedule it is important to ask yourself one key question as it will require effort from the scheduler or. All rights reserved. Project management deliverables e. Click File then New. Select any of the featured. Scheduling Glossary Activity. A component of work performed during the course of a project. Activity Attributes.
Multiple attributes associated with each schedule activity that can be included within the. These instructions include all you need to know about adjusting your project in Microsoft Project Pro and may include instructions. Explain a Gantt Chart. Describe the main steps involved in creating a Gantt Chart using Excel.
It s just a macro enabled excel file that opens if you have Excel , , and on your Windows. Project planning with MindGenius This workshop looks at using MindGenius for planning and monitoring smaller projects. MindGenius is available free of charge on all University of Brighton staff and student. This course takes students step-by-step through the features. Click on the Resource. With small project teams, you and your team members may interact in.
Project Management Quick Reference Guide for MS Project Project offers flexibility and choice by providing tailored work management solutions for individuals, teams, and the enterprise. Microsoft Project Activity Purpose: The goal of this activity is to lead you through the most important data entry and formatting activities in MS Project and to provide you with the fundamental knowledge.
Open Workbench User Guide v2. Project Time Management Chapter 6 Importance of Project Schedules Managers often cite delivering projects on time as one of their biggest challenges Time has the least amount of flexibility; it passes.