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Chapter 1 - Introduction

This document outlines chapters in a guide to project planning and scheduling using Microsoft Project. It provides an overview of the topics that will be covered, including creating project schedules at different levels of detail, navigating and customizing the Microsoft Project interface, defining calendars and adding tasks, organizing tasks using outlining features, and formatting the display of schedules. The document lists chapter titles and brief descriptions of the content that will be included in each chapter.

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19 views

Chapter 1 - Introduction

This document outlines chapters in a guide to project planning and scheduling using Microsoft Project. It provides an overview of the topics that will be covered, including creating project schedules at different levels of detail, navigating and customizing the Microsoft Project interface, defining calendars and adding tasks, organizing tasks using outlining features, and formatting the display of schedules. The document lists chapter titles and brief descriptions of the content that will be included in each chapter.

Uploaded by

Apdev Option
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
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Contents

Chapter 1 - Introduction
Purpose ......................................................................................................................................
Required Background Knowledge ............................................................................................
Purpose of Planning ..................................................................................................................
Project Planning Metrics ...........................................................................................................
Planning Cycle ..........................................................................................................................
Levels of Planning ....................................................................................................................
Monitoring and Controlling a Project .......................................................................................

Chapter 2 - Creating A Project Schedule


Understanding Planning and Scheduling Software ..................................................................
Understanding Your Project ......................................................................................................
Level 1 Planning without Resources .....................................................................................
Level 2 Tracking Progress without Resources .......................................................................
Level 3 Planning with Resources and/or Costs ....................................................................
Level 4 Tracking Progress of a Resourced Schedule .............................................................

Chapter 3 - Navigation And Setting The Options Microsoft Project


Starting Microsoft Project Professional and Standard ..............................................................
Identify the Parts of the Project Screen ....................................................................................
Customizing the Screen ............................................................................................................
Microsoft Project Windows ......................................................................................................
Status Bar ..................................................................................................................................
Forms Available from the Ribbon Groups ................................................................................
Right-clicking with the Mouse .................................................................................................
Finding the Task Bars in the Gantt Chart ..................................................................................
Setting up the Options ...............................................................................................................
Mouse Pointers .........................................................................................................................
Select All Button .......................................................................................................................

Short Cut Keys ..........................................................................................................................


Help - Tell me what to do ..........................................................................................................
Workshop 1 Navigation and Setting Your Project Options ....................................................

Chapter 4 - Creating Projects And Templates


Starting Microsoft Project 2013 ................................................................................................
Creating a Blank Project ...........................................................................................................
Opening an Existing Project .....................................................................................................
Re-opening a Project .................................................................................................................
Creating a Project Template ......................................................................................................
Creating a New Project from a Template ..................................................................................
Saving Additional Project Information .....................................................................................
Using the Alt Key and Keystrokes to Access Commands ........................................................
Saving a Project ........................................................................................................................
Closing Microsoft Project .........................................................................................................
Workshop 2 - Creating a Project ...............................................................................................

Chapter 5 - Defining Calendars


Understanding Calendars ..........................................................................................................
Editing Calendars ......................................................................................................................
Creating a New Calendar ..........................................................................................................
Assigning a Calendar to a Project .............................................................................................
Calculation of Tasks in Days ....................................................................................................
Effect on 2007 Calendars When Saving to 2000 2003 ..........................................................
Selecting Dates .........................................................................................................................
Workshop 3 - Maintaining the Calendars .................................................................................

Chapter 6 - Adding Tasks


Understanding Tasks .................................................................................................................
Adding New Tasks ....................................................................................................................
Understanding Change Highlight .............................................................................................
Copying and Pasting Tasks .......................................................................................................
Copying Tasks from Other Programs ........................................................................................
Milestones .................................................................................................................................
Reordering Tasks by Dragging .................................................................................................

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Sorting Tasks .............................................................................................................................


Task Information Form .............................................................................................................
Elapsed Durations .....................................................................................................................
Indicators Column .....................................................................................................................
Assigning Calendars to Tasks ...................................................................................................
Workshop 4 - Adding Tasks ......................................................................................................

Chapter 7 - Organizing Tasks Using Outlining


Understanding Outlining ...........................................................................................................
Creating an Outline ...................................................................................................................
Promoting and Demoting Tasks ................................................................................................
Summary Task Duration Calculation ........................................................................................
Summarizing Tasks ...................................................................................................................
Project Summary Task ..............................................................................................................
Workshop 5 - Entering Summary Tasks ...................................................................................

Chapter 8 - Formatting The Display


Formatting the Columns ...........................................................................................................
Formatting Time Units ..............................................................................................................
Formatting the Bars ..................................................................................................................
Row Height ...............................................................................................................................
Format Fonts ............................................................................................................................
Format Timescale .....................................................................................................................
Format Gridlines .......................................................................................................................
Format Colors ...........................................................................................................................
Format Links, Dependencies, Relationships, or Logic Lines ...................................................
Workshop 6 - Formatting the Bar Chart ...................................................................................

Chapter 9 - Adding Task Dependencies


Understanding Dependencies ...................................................................................................
Understanding Leads and Lags .................................................................................................
Restrictions on Summary Task Dependencies ..........................................................................
Assigning Dependencies ...........................................................................................................
Scheduling the Project ..............................................................................................................
Workshop 7-Adding the Relationships .....................................................................................

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Chapter 10 - Network Diagram View


Understanding the Network Diagram View ..............................................................................
Adding and Deleting Tasks in the Network Diagram View ......................................................
Adding, Editing and Deleting Dependencies ............................................................................
Formatting the Task Boxes .......................................................................................................
Formatting Individual Boxes ....................................................................................................
Formatting the Display and Relationship Lines .......................................................................
Early Date, Late Date and Float/Slack Calculations .................................................................
Workshop 8 - Scheduling Calculations .....................................................................................

Chapter 11 - Constraints
Assigning Constraints ...............................................................................................................
Deadline Date ...........................................................................................................................
Changing Manually Scheduled Tasks to Auto Scheduled ........................................................
Task Notes .................................................................................................................................
Completed Schedule Check List ..............................................................................................
Workshop 9 - Constraints ..........................................................................................................

Chapter 12 - Filters
Understanding Filters ................................................................................................................
Understanding the Filter Menu .................................................................................................
Applying an Existing Filter .......................................................................................................
Creating and Modifying Filters .................................................................................................
Defining Filter Criteria .............................................................................................................
AutoFilters ................................................................................................................................
Adding New Filters to the Global .............................................................................................
Copy a Filter to and from Another Open Project ......................................................................
Workshop 10 - Filters ................................................................................................................

Chapter 13 - Tables And Grouping Tasks


Understanding Project Breakdown Structures ..........................................................................
Tables ........................................................................................................................................
Custom Fields ...........................................................................................................................

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Grouping ...................................................................................................................................
Workshop 11 - Reorganizing the Schedule ...............................................................................

Chapter 14 - Views And Details


Understanding Views ................................................................................................................
Creating a New View ................................................................................................................
Details Form .............................................................................................................................
Timeline View ...........................................................................................................................
A Logical Process for Developing a View ................................................................................
Workshop 12-Organizing Your Data Using Views and Tables .................................................

Chapter 15 - Printing And Reports


Printing ......................................................................................................................................
File, Print Form .........................................................................................................................
Page Setup .................................................................................................................................
Manual Page Breaks .................................................................................................................
Understanding Reports .............................................................................................................
Visual Reports ...........................................................................................................................
Microsoft Project Reports .........................................................................................................
Workshop 13 Printing ............................................................................................................

Chapter 16 - Tracking Progress


Setting the Baseline ..................................................................................................................
Practical Methods of Recording Progress .................................................................................
Understanding Tracking Progress Concepts .............................................................................
Updating the Schedule ..............................................................................................................
Simple Procedure for Updating a Schedule ..............................................................................
Procedure for Detailed Updating ..............................................................................................
Comparing Progress with Baseline ...........................................................................................
In-Progress Schedule Check List ..............................................................................................
Corrective Action ......................................................................................................................
Workshop 14 - Updating the Schedule and Baseline Comparison ...........................................

Chapter 17 - Creating Resources And Costs


Creating Resources in the Resource Sheet ................................................................................
Grouping Resources in the Resource Sheet ..............................................................................
Resource Information Form ......................................................................................................
Resource Calendars ...................................................................................................................
Workshop 15 - Defining Resources .........................................................................................

Chapter 18 - Assigning Resources And Costs To Tasks


Fixed Costs ...............................................................................................................................
Assigning Work without a Resource .........................................................................................
Resource Definitions .................................................................................................................
Task Type and Effort-Driven ....................................................................................................
Resource Calendars ...................................................................................................................
Assigning Resources using the Resource Assignment Form ....................................................
Assigning Resources Using the Task Details Form ..................................................................
Assigning Resources Using the Task Information Form ..........................................................
Assigning Resources from the Resource Column ....................................................................
Assignment of Resources to Summary Tasks ...........................................................................
Resource Engagement ...............................................................................................................
Rollup of Costs and Hours to Summary Tasks .........................................................................
Contour the Resource Assignments ..........................................................................................
Workshop 16 - Assigning Resources to Tasks ..........................................................................

Chapter 19 - Resource Optimization


Resource Graph Form ..............................................................................................................
Resource Graph View ..............................................................................................................
Resource Tables View ...............................................................................................................
Detailed Styles Form ................................................................................................................
Creating an S-Curve from Microsoft Project ...........................................................................
Team Planner View ...................................................................................................................
Printing Resource Profiles and Tables ......................................................................................
Creating Resource Graphs, Crosstab Tables, S-Curves in a Spreadsheet .................................
Resource Optimization .............................................................................................................
Workshop 17 Resource Graphs and Tables ............................................................................

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Chapter 20 - Updating Projects With Resources


Understanding Baseline Dates, Duration, Costs and Hours .....................................................
Understanding the Status Date ..................................................................................................
Formatting the Current Date and Status Date Lines ................................................................
Information Required to Update a Resourced Schedule ...........................................................
Updating Dates and Percentage Complete ................................................................................
Updating Resources ..................................................................................................................
Splitting Tasks ...........................................................................................................................
Summary Tasks and Earned Value ............................................................................................
Workshop 18 - Updating a Resourced Schedule .......................................................................

Chapter 21 - Project Options


General ......................................................................................................................................
Display ......................................................................................................................................
Schedule ....................................................................................................................................
Proofing ....................................................................................................................................
Save ...........................................................................................................................................
Language ...................................................................................................................................
Advanced ..................................................................................................................................
Customize Ribbon .....................................................................................................................
Quick Access Toolbar ...............................................................................................................
Add-Ins .....................................................................................................................................
Trust Center ...............................................................................................................................
Authors Recommended Setup for New Projects ......................................................................
Commands Removed From the Microsoft Project 2007 Options, View Form .........................

Chapter 22 - Microsoft Project Server New


Understanding Microsoft Project Server ..................................................................................
Changes for Schedulers and Project Managers .........................................................................
How Microsoft Project Server Operates ...................................................................................
New Functions for Project Managers .......................................................................................
Tips for Implementers ...............................................................................................................
Accessing Projects from a Microsoft Project Server ................................................................
Accessing Project Server Schedules through the Web App ......................................................

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Chapter 23 - Tables And Grouping Tasks


Working with Hourly Calendars ...............................................................................................
Managing Calendars .................................................................................................................
Adding Tasks .............................................................................................................................
Formatting Bars ........................................................................................................................
Task Splitting ............................................................................................................................
Logic .........................................................................................................................................
Custom Outline Codes and WBS ..............................................................................................
Sharing Resources with Other Projects ....................................................................................
Tracking Progress .....................................................................................................................

Chapter 24 - Tools And Techniques For Scheduling


Understanding Menu Options ...................................................................................................
Cut, Copy and Paste Row .........................................................................................................
Cut, Copy and Paste Cell ..........................................................................................................
Copy Picture .............................................................................................................................
Fill Down ..................................................................................................................................
Clear Contents ...........................................................................................................................
Find and Replace ......................................................................................................................
Go To .........................................................................................................................................
Insert Recurring Task ................................................................................................................
Copy or Cut-and-Paste to and from Spreadsheets ....................................................................
Paste Link Cell Values in Columns ........................................................................................
Unique Task, Resource and Assignment ID ..............................................................................
Organizer ...................................................................................................................................
File Types ..................................................................................................................................
Recording a Macro ....................................................................................................................

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