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Project 2016 Cheat Sheet: Things To Do One Time

The document provides a cheat sheet for setting up a project plan in Microsoft Project, outlining things that should be done once and things that should be done every time. Steps to do once include setting scheduling and leveling options. Steps to do every time include adding phases, tasks, durations, relationships, resources, assigning resources, checking for over allocations, and leveling resources if needed. The cheat sheet aims to guide users through effectively setting up a project plan in Microsoft Project.

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Eric Hamisi
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598 views2 pages

Project 2016 Cheat Sheet: Things To Do One Time

The document provides a cheat sheet for setting up a project plan in Microsoft Project, outlining things that should be done once and things that should be done every time. Steps to do once include setting scheduling and leveling options. Steps to do every time include adding phases, tasks, durations, relationships, resources, assigning resources, checking for over allocations, and leveling resources if needed. The cheat sheet aims to guide users through effectively setting up a project plan in Microsoft Project.

Uploaded by

Eric Hamisi
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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PROJECT 2016 CHEAT SHEET

THINGS TO DO ONE TIME

1. File Tab>> Options >> Schedule:


1. Scheduling options for this project: All New Projects
2. New Tasks created: Auto scheduled.
2. Resource Tab >> Leveling options >> Remove checks at bottom >> OK

THINGS TO DO EVERY TIME


1. Set up calendar if needed: Project >> Change Working Time
2. Add:
 Phases
 Tasks
 Durations
 Set link relationships – make sure every task is linked to something
 Look for non-standard links: (Double click tasks and check predecessors.)
 Start to Start
 Finish to Finish.
3. Set Obvious Constraints (“must finish by”, “must start on”, ect)
4. Add Resources: View >> Resource Sheet (then return to Gantt Chart)
5. Assign Resources: Resource Tab >> Assign Resources
 Enter in % of available time the resource will spend on the task
 Check to see if the duration still makes sense
6. Check for over allocations: View >> Resource Usage

Learn iT! Anytime | San Francisco | Santa Clara | New York | Remote Training | www.LearnItAnytime.com | 415.963.0250
7. Over allocated?
1. Fix it yourself by changing assignments (50% assigned here, 50% assigned there), or by
juggling resources
2. Resource >> Level All (remove check boxes on bottom)
3. Check leveling to see what moved
8. Project >> Project Info >> Set Start Date

Learn iT! Anytime | San Francisco | Santa Clara | New York | Remote Training | www.LearnItAnytime.com | 415.963.0250

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