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Ms Project Basic Guide Part 1 - Scheduling

Microsoft Project is project management software that helps project managers develop plans, assign resources to tasks, track progress, manage budgets, and analyze workloads. It allows users to start new plans, build task lists, set up resources, assign resources to tasks, format and share plans, and track progress using basic techniques. The major parts of Microsoft Project include starting a new plan, building a task list, setting up resources, assigning resources to tasks, and tracking progress.

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Pooja Pawar
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0% found this document useful (0 votes)
163 views

Ms Project Basic Guide Part 1 - Scheduling

Microsoft Project is project management software that helps project managers develop plans, assign resources to tasks, track progress, manage budgets, and analyze workloads. It allows users to start new plans, build task lists, set up resources, assign resources to tasks, format and share plans, and track progress using basic techniques. The major parts of Microsoft Project include starting a new plan, building a task list, setting up resources, assigning resources to tasks, and tracking progress.

Uploaded by

Pooja Pawar
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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Microsoft Project (MSP)

PREPARED BY : GAIKWAD DIGAMBAR


Email ID : [email protected]
Ph No :+91-9742868857

2019/8/10
What is Microsoft Project?
Microsoft Project (or MSP) is a project
management software program
It is designed to assist project managers in:
•developing plans
•assigning resources to tasks
•tracking progress
•managing budgets
•analyzing workloads

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Simple scheduling basics
Start a new plan
Build a task list
Set up resources
Assign resources to tasks
Format and share your plan
Track progress: Basic techniques

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MAJOR PARTS OF MSP

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MAJOR PARTS OF MSP

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Start a new plan
 Create a new plan and set its start date
 Set nonworking days in the project calendar

To set (or change) the plan’s start date


1. On the Project tab, in the Properties group, click Project Information.
2. In the Project Information dialog box, in the Start Date box, enter the start date
you want or click the arrow to select one from the calendar.

Tip
 In the calendar, you can use the left and right arrows to navigate to any month and
then click the date you want, or click Today to quickly choose the current date.

3. Click OK to accept the start date and close the Project Information dialog box.

To save the new plan


1. Click the File tab, and then click Save As.
2. On the Save As page, navigate to the location where you want to save the plan.

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Set nonworking days in the project calendar

Calendars are the primary means by which you control when each task
and resource can be scheduled for work in Project., you will work with
other types of calendars; in this PPT, we focus on the project calendar.

PROJECT 
INFORMATION

CALENDAR

OK
The Calendar list contains the three base calendars that are included with
Project: 1. 24 Hours Has no nonworking time 2. Night Shift Covers a late-
night “graveyard” shift schedule of Monday night through Saturday
morning, 11:00 P.M. to 8:00 A.M., with a one-hour break each day
3. Standard The traditional working day and week, Monday through Friday
from 8:00 A.M. to 5:00 P.M., with a one-hour break each day

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CHANGES IN CALENDAR

You customize calendars in the Change Working Time dialog box (which
opens when you click the Change Working Time button on the Project tab).

CREATE NEW CALENDER IF


STANDARD CALENDAR IS NOT
MATCHING YOUR ORGANISATION
TIMING BY COPYING STANDARD
CALENDAR, WORK OUT ON
EXCEPTION AS PER COMPANY
CALENDAR AND SET FINAL

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TO MAKE CHANGES IN THE WORKING TIME

CHANGE WORKING TIME

WORK WEEKS

DETAILS

Use as per Project

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BUILD A TASK LIST

 Create tasks
 Enter task durations and dates
 Enter milestone tasks
 Create summary tasks to outline the plan
 Link tasks to create dependencies
 Switch task scheduling from manual to
automatic
 Check a plan’s duration and finish date
 Document task information

Tasks are the most basic building blocks of any project’s plan. Tasks represent the work to
be done to accomplish the goals of the project. Tasks describe work in terms of
dependencies, duration, and resource requirements. These include summary tasks,
subtasks, and milestones More broadly, what are called tasks in Project are sometimes more
generally called activities or work packages

creating tasks, entering task durations and dates, entering milestone tasks, creating
summary tasks, linking tasks to create dependencies, switching task scheduling from manual
to automatic, checking a plan’s duration and finish date, and documenting task information.

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CREATE TASKS

Every task in Project has one of two scheduling modes that controls how the task is scheduled: manual (the
default) or automatically scheduled. Think of a manually scheduled task as an initial placeholder you can create at
any time without affecting the rest of the schedule. You might not know more than a task name to start with, and
that’s OK. As you discover or decide more details about the task, such as when it should occur, you can add those
details to the plan. You’ll work with automatic scheduling in “Switch task scheduling from manual to automatic”

To enter task names


1. Click an empty cell in the Task Name column.
2. Enter your task names, and then press the Enter key after each one.

Enter task durations and dates

Good sources of task duration estimates include:


Historical information from previous, similar projects.
Estimates from the people who will complete the tasks.
The expert judgment of people who have managed similar projects.
The standards of professional or industrial organizations that carry out projects
similar to yours.

To enter task duration


1. Click a cell in the Duration column for a task.
2. Enter a duration value.

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To schedule a task to span nonworking and working times with an elapsed
duration
1. When entering the task’s duration, precede the duration abbreviation with an e. For
example, enter 1ed to indicate one full 24-hour day, or 1ew to equal seven 24-hour
days, or 1emo to equal thirty 24-hour days.
To calculate the duration of a manually scheduled task
1. In the Start and Finish fields for the task, enter or select the start date and finish
date values you want.
Project calculates the Duration value. Note that when the task gets switched to be
automatically scheduled, the start and finish values might change based on
predecessor relationships, the project start date, or other scheduling factors. The
duration value, however, will be preserved

Enter milestone tasks


To enter a milestone task
1. In the Task Name column, click where you want to insert the milestone.
2. On the Task tab, in the Insert group, click Milestone.
Project inserts a new row for the new task and renumbers subsequent tasks. Project
names the new task <New Milestone> and gives it a zero-day duration.

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To mark a task of any duration as a milestone
1. Select a task name.
2. On the Task tab, in the Properties group, click Information.
3. In the Task Information dialog box, click Advanced.
4. Select the Mark Task As Milestone check box.

Create summary tasks to outline the plan


1. Select the name of the tasks that will become subtasks.
2. On the Task tab, in the Insert group, click Summary.
Project inserts a row for a new task, indents all of the selected tasks directly below
it, and renumbers the subsequent tasks. Project names the new task <New Summary
Task>.
3. With <New Summary Task> selected, enter the summary task name.
To demote a summary task to a task
1. Select all subtasks below the summary task.
2. On the Task tab, in the Schedule group, click the Outdent Task button.

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Link tasks to create dependencies
When you link tasks, you create scheduling relationships between the tasks. These task
relationships are called dependencies, as in the start of this task is dependent upon the
completion of a prior task. When you create task dependencies (also called links),
Project
can automatically adjust the scheduling of linked tasks as changes occur in your plan.
Creating dependencies by linking tasks is crucial to getting the full benefit of the Project
scheduling engine.
predecessor tasks.
Although this might sound complicated, two tasks can have one of only four types of
task
relationships, as described in the following table.
To link tasks
1. Select the names of the tasks you want to link. If the tasks are not adjacent, select
the first task, hold down the Ctrl key, and then select the additional task or tasks.
2. On the Task tab, in the Schedule group, click the Link the Selected Tasks button
(which looks like two chain links).
Project links the tasks with a finish-to-start relationship.

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BEFORE LINK

AFTER LINK

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1. In the Predecessors field for the successor task, enter the predecessor task’s ID.
You might have to scroll the table to the right to display the Predecessor column.

Or
1. Select the task for which you want to specify a predecessor task or multiple
predecessor tasks.
2. On the Task tab, in the Properties group, click the Information button.
3. On the Predecessors tab of the Task Information dialog box, enter the ID value or
select or enter the task name of the predecessor task you want, and then click OK.

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THANK YOU

PART II – PROJECT TRACKING

2019/8/10

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