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Tutorial microsoft project 2013 pdf free
Select task 7, Book musicians, by clicking on the task number 7. On the Task ribbon, in the Properties group, click the Task Notes icon. The Task Information dialog box appears with the Notes tab displayed.
A note icon appears in the Indicators column for task 7. The Indicators column is the first column to the right of the task ID column. Point to the note icon. The note appears in a ScreenTip. For longer notes, or to see other task information, you can double-click the note icon and the Task Information box will display the full text of the note.
The note icon and ScreenTip are shown in Figure As you saw in this exercise, you enter and review task notes on the Notes tab in the Task Information dialog box. You can enter a wide variety of additional information to help clarify or enhance your project schedule. You can also attach a file, paste text and graphics from other Microsoft programs, insert sound or video files, add photos to link faces with resource names , company logos, PowerPoint slides or presentations, and organizational charts.
Do not worry about filling this field up — it can hold 64, characters. You can view both the project statistics and the Gantt Chart for the entire project. Click the Project tab, and then click Project Information in the Properties group.
The Project Information dialog box appears, as shown in Figure Figure Project Information dialog box Statistics button 2. Click the Statistics button. The Project Statistics dialog box appears and displays information such as the project start and finish dates and duration. The statistics dialog box is shown in Figure Note that, based on the current information entered, this project is slated for 95 days of duration, starting on January 4 and ending on May 16, Click the Close button to close the Project Statistics dialog box.
If you are continuing to the next lesson, keep Project open. If you are not continuing to additional lessons, Close Project. Manual scheduling is not the default mode and creates a dynamic schedule. When you initially enter tasks into Project, they are linked in a finish-to-start relationship that can be changed later.
The task note field can only contain words and not pictures. A milestone can be imposed on the project or developed and used by the project team to track project progress. An estimated duration of 3 weeks for a task would be shown as 3ew. A task calendar defines working and nonworking times for an individual work resource.
A summary task is derived from all of the detail tasks that fall below it. Once you have entered all of the tasks and durations for a project, the project duration does not change.
Tasks that are indented below a summary task are called successors. For tasks that are linked in a finish-to-start relationship, the finish date of the predecessor task determines the start date of the successor task. Click the name of task 14, Production complete. Drag your cursor downward so that 5 rows are highlighted, including the row for task On the ribbon, in the Insert group, click Task.
Click the blank Task Name field for task Starting in this field, enter the following tasks and durations: Task Scene 1 setup Scene 1 rehearsal Scene 1 vocal recording Scene 1 video shoot Scene 1 teardown Duration 2d 6h 1d 2d 1d 4. Project New Employee Orientation Add a note and hyperlink to a project schedule as reminders of information to be given to new employees.
Double-click the name of task 9, Take picture for employee ID. In the Task Information dialog box, on the Notes tab, key Remember to use blue backdrop for digital pics. Double-click the name of task 22, Complete health insurance paperwork.
In the Task Information dialog box, key the note, Verify all insurance needs and any other insurance carriers. Project Basics 35 Proficiency Assessment Project Hiring a New Employee You need to create a project schedule for the process of hiring a new employee for your department. OPEN a new blank project schedule. Set the project start date to be October 19, Enter the following tasks and durations: Task Duration Write job description 2d Notify departmental recruiter 1d Post job internally 5d Post job externally 5d Collect resumes 10d Review resumes 5d Set up interviews 3d Conduct interviews 8d Select candidate 1d Make offer milestone 3.
Assign a finish-to-start relationship to all the tasks. Change the dependency between tasks 3 and 4 to a start-to-start relationship. Change all tasks to the Auto Schedule mode.
Use the Statistics button on the Project Information dialog box to determine the current project duration. SAVE the project schedule in the solutions folder for this lesson as Hiring Employee xxd where the xx in the file name is the duration in days of the project.
For example, if the project is 13 days long, save the file as Hiring Employee 13d. Project Don Funk Video: New Task Dependencies After reviewing your project schedule, you have determined that some of the tasks could be linked in a different way to make your project more efficient. Change tasks 9 and 10 so that they have a start-to-start relationship. Change tasks 7 and 8 so that they have a start-to-start relationship.
Adjust the chart area of your screen so that the Gantt bars for these new relationships are visible. Convert all tasks to Auto Schedule.
Set tasks 6, 9, 10, and 14 as milestones. Assign a start-to-start relationship for tasks 1, 2, and 3. Assign a finish-to-start relationship for tasks 1 and 6, 3 and 9, and 2 and Assign a finish-to-start relationship for tasks 4, 5, 7, and 8. Assign a finish-to-start relationship for tasks 10 through Insert a new row after task Name this new task Scene 1. Add a milestone to begin the scene Scene 1 begin and a milestone to end the scene Scene 1 complete.
Indent tasks 15 through 21 under the Scene 1 summary task you just created. Add two more sets of summary and subtasks including durations for Scenes 2 and 3 under the Production summary task.
They will be identical to the Scene 1 tasks and durations except for the scene number. Assign the subtasks for Scenes 1, 2 and 3 finish-to-start relationships.
Assign a finish-to-start relationship between the Scene 1 complete milestone and the Scene 2 begin milestone. Assign a finish-to-start relationship between the Scene 2 complete milestone and the Scene 3 begin milestone. Link the Scene 3 complete milestone and the Production complete milestone with a finish-to-start dependency. Link the Production complete milestone and the Post-Production begins milestone with a finish-to-start dependency.
He must also determine when these resources are available, how much work they can do, and their cost. One of the most powerful tools in Microsoft Project is the ability to manage resources effectively.
One view you will use in this lesson is the Resource Sheet view, as shown in Figure Rate Column Max. Units: the maximum capacity of a resource In this lesson, you will be working on establishing your project resources — which are the people, equipment, materials, and money used to complete the tasks in a project.
Some of the features you will use in this lesson are shown on this screen. Use this figure as a reference for this lesson. In this section, you learn how to establish and enter people resources in Project Establishing Individual People Resources People resources can be in the form of individuals, individuals identified by their job function or title, or groups of individuals with a common skill.
In this exercise, you practice setting up resource information for the individual people who will perform the tasks on the project. This saves the time and effort of retyping the information and reduces the possibility of data entry errors.
In the Resource Sheet view, click the empty cell directly below the Resource Name column heading. Type Jamie Reding and press Enter. Microsoft Project adds Jamie Reding as a work resource and automatically enters additional, default information. Figure Resource Sheet with newly entered resource 4. Enter the remaining resource names into the Simple Resource Sheet.
Enter the first column of names Scott Seely, Jeff Pike, etc. Figure Resource Sheet with resources added 40 Lesson 2 5. You are beginning to set up some of the basic resource information for the people who will work on this project.
As you are entering this information, keep in mind two important aspects of resources: availability and cost. Cost refers to how much money will be needed to pay for the resources on a project.
Although setting up resource information in Microsoft Project may take a little extra time and effort, entering this information will provide you with more control over your project. You will work with three types of resources in Microsoft Project: work resources, material resources, and cost resources.
Work resources are the people and equipment that do work to accomplish the tasks of the project. Work resources use time to accomplish tasks. You will learn about material resources and cost resources later in this lesson.
Establishing a Group Resource In the previous exercise, you set up resources that were individuals. Now, you will set up a single resource that represents multiple people, sometimes called a Generic Resource. Click the blank Resource Name field below the last resource, type Sound Technician and then press Tab. In the Type field, make sure that Work is selected. Press Tab four times to move to the Max. Units field.
You may only see a portion of the field name. To see the entire field name, expand the row just as you would in Excel. Place the cursor on the bottom of the header row in the ID column just above resource 1. Click and drag the row down. Microsoft Project will warn you if you assign a resource to more tasks than it can accomplish at its maximum units. Establishing Resources 41 3. In the Max. You can simply click these arrows to scroll to the number you want displayed.
Click the Max. This represents that she is only available part time on this project. To change to this format, click File on the ribbon, then Options, and then click the Schedule option. In the Show assignment units as a box, select Decimal.
In this exercise, you established a group resource. The resource named Sound Technician does not represent a single person. It actually represents a group of people called sound technicians. By setting the Max. You might not know specifically who the sound technicians will be at this point, but you can still proceed with more planning.
Keep in mind if you use a group resource, a single resource calendar will be assigned to that resource name. Therefore, it is beneficial to have all of the people represented by the resource name work the same hours. In the Type field, select Work from the drop-down menu.
Notice that the Resource Information dialog box contains many of the same fields as the Resource Sheet. Figure Resource Information dialog box with newly added resource Resource name field Resource type field Establishing Resources 43 6. The Resource Information dialog box closes and the resource has been added.
Notice that Microsoft Project has automatically wrapped the text in the Resource Name field. Note that the Max. This indicates that you will have two truck cameras available every workday. Add the following additional equipment resources to the project schedule. You can use the Resource Information dialog box to enter your information, but entering it directly in Resource Sheet view is faster. Make sure that Work is selected in the Type field for each resource.
Figure Resource Sheet showing equipment resources added 9. Equipment resources tend to be more specialized than people resources. Establishing Material Resources Material resources are consumable items used up as the tasks in a project are completed. Unlike work resources including human resources and equipment resources , material resources have no effect on the total amount of work scheduled to be performed on a task.
For your music video project, DVDs are the consumable that interests you most. In this exercise, you practice entering material resources for your project. Type DVD and press Tab. In the Type field, click the arrow and select Material, then press Tab. Notice that some of the fields columns , such as Max.
Units, Ovt. Rate and Calendar, are not available when you change to a material type resource. In the Material Label field, type 2-hour disc and press Enter.
This means you will use 2-hour discs as the unit of measure to track consumption during the project. Figure Material resource added to resource sheet Material label field is the unit of measure for the material resource Establishing Resources 45 5. In this exercise you entered a material resource.
Depending on the project management approach of your organization, you may or may not be required to track project material resources. Bear in mind that if the project requires material and these are not entered into the software, the final cost, as calculated by the software, will not be a true reflection of the project estimate.
A cost resource enables you to apply a cost to a task by assigning a cost item such as travel to that task. The cost resource has no relationship to the work assigned to the task, but assigning cost resources gives you more control when applying various types of costs to tasks within your project. Unlike fixed costs, you can apply as many cost resources to a task as necessary. In this exercise, you add cost resources to the resource sheet for your project. Type Travel and then press Tab.
In the Type field, click the arrow and select Cost. The travel resource has now been established as a cost resource. Just as with a material resource, some fields are not available with a cost resource. In the Type field, select Cost and press Enter. Also, unlike work resources, cost resources cannot have a calendar applied to them and therefore do not affect the scheduling of the task. When you enter the cost information for resources, tracking the finances of a project becomes a more manageable task.
Entering Resource Cost Information Knowing resource cost information will help you take full advantage of the cost management features of Microsoft Project. In this exercise, you practice entering cost information for both work and material resources.
In the Resource Sheet, click the Std. Standard Rate field for resource 1, Jamie Reding. Establishing Resources 47 2. In the Std. Rate column for resource 2, Scott Seely, type Rate column. Widen the Std. Rate column by moving the mouse pointer to the vertical divider line between the Std. Rate column and Ovt. Double-click the divider line. Figure Resource Sheet with the standard rate for first two resources entered. For a material resource, the standard rate is per unit of consumption.
For this exercise, that is a 2-hour DVD. Also note that you did not assign a cost to the cost resources; this is done when the cost resources are assigned to a task covered in Lesson 3. In the real world, it is often difficult to get cost information for people resources because this information is usually considered confidential. As a project manager, it is important that you are aware of the limitations of your project schedule because of the information available to you, and that you communicate these limitations to your project team Establishing Resources 49 and management.
As a project manager, tracking and managing cost information may be a significant part of your project responsibilities. You should define these times prior to assigning them to tasks. Resource working times apply only to people and equipment work resources — not to material resources. Now that you have entered resources and their associated pay rates in your project schedule, you can specify the working and nonworking times for some of these resources.
The resource calendar provides default working times for an entire project. Typically, you will need to make changes to the individual resource calendars to reflect vacation, flex-time work schedules, or conference attendance.
In this exercise, you establish nonworking times for your individual work resources. Click the Project tab, then click Change Working Time. The Change Working Time dialog box appears. In the For Calendar box, select Jamie Reding. Slide the button next to the calendar until the calendar is on January, Select the dates January 28 and In the first Name field under the Exceptions tab, type Vacation Days.
Press Enter. Microsoft Project will not schedule Jamie Reding to work on these two days. Keep in mind that when you make changes to the project calendar, the changes are reflected in all resource calendars which are based on the project calendar. However, changes you make to the working times of an individual resource are not reflected in the project calendar. Establishing Specific Work Schedules In addition to specifying exception times for resources, you can also set up a specific work schedule for any given resource.
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. Thank you for choosing. The Synchro Workspace Initial Setup Screen Layout User Interface Set Up You may have several smaller projects that are part of a larger effort like. This document contains introduction to P2ware Project Manager 7 views P2ware Project Manager 7 walkthrough and shows how to create high quality plans.
Creating a Gantt Chart Whilst the network diagram is a useful way to describe how tasks are linked to each other, the Gantt chart is used to display the schedule of a project. The Gantt chart is the. How to use Microsoft Project? Main Concepts 1. Overview of Microsoft Project 2. Explanation of the main concepts II. How to : Create. With FastTrack Schedule 10, the new version of the award-winning project. Chapter 2: Project Time Management Learning Objectives o o o o Understand the importance of project schedules and good project time management.
Define activities as the basis for developing project schedules. Quick Start Guide Microsoft Project looks different from previous versions, so we created this guide to help you minimize the learning curve. Quick Access Toolbar Customize this area so your favorite. We can do this by re-organizing. Users don t. Here are comparisons of a flow chart with. IST Lab 12 Introduction to Microsoft Project Microsoft Project is a project management software program developed and sold by Microsoft which is designed to assist project managers in developing plans,.
How to make a line graph using Excel Format your data sheet Make sure you have a title and each column of data has a title. If you are entering data by hand, use time or the independent variable in. Petersburg Office of Training Training dosp. Log in Registration. Search for. Size: px. Start display at page:.
Britton Anderson 6 years ago Views:. Similar documents. For the most part, teams manage projects More information.
Microsoft Project is a project management application that contains a set of tools to help More information. This guide does NOT replace training More information. To More information.
Microsoft Project is a software package designed help managers manage a variety More information. More information. Create task relationships by linking tasks. Switch task scheduling from manual to automatic. Set nonworking days for the project plan. Software Images icon An illustration of two photographs. Images Donate icon An illustration of a heart shape Donate Ellipses icon An illustration of text ellipses.
Metropolitan Museum Cleveland Museum of Art. Internet Arcade Console Living Room. This tutorial is designed with Project Standardfeatures, hence there is no need of Project Professional. PrerequisitesA basic understanding of Computers and Windows Operating System is all it takes to getstarted. Hardware: A reasonable home desktop configuration. All the content and graphics published in this e-book are the property of Tutorials Point I Pvt.
The user of this e-book is prohibited to reuse, retain, copy, distribute or republishany contents or a part of contents of this e-book in any manner without written consentof the publisher. We strive to update the contents of our website and tutorials as timely and as precisely aspossible, however, the contents may contain inaccuracies or errors. Tutorials Point I Pvt. If you discover any errors on our website orin this tutorial, please notify us at [email protected].
To ensure theresults are not different from what is shown in this tutorials, ensure the settings as follows. Remember all these are the default settings you will have when you first install MS Project on your computer. Check all options. Check the On button. Both options, Status Bar and Scroll Bar should be checked.
Set to manual. MS Project MS Project — IntroductionMicrosoft Project is a project management software program developed and sold byMicrosoft, designed to assist a project manager in developing a schedule, assigningresources to tasks, tracking progress, managing the budget, and analyzing workloads.
Project creates budgets based on assignment work and resource rates. As resources areassigned to tasks and assignment work estimated, the program calculates the cost, equalto the work times the rate, which rolls up to the task level and then to any summary task,and finally to the project level.
Each resource can have its own calendar, which defines what days and shifts a resourceis available. In the Type field, click the down arrow to select Cost. MS Project — Assign Resources to Task MS Project Once the task and resource list are complete, resources need to be assigned to tasks in order to work on them. With MS Project you can track task progress, resource and tasks costs.
Click the box below the Resource Name column for the task you need the resource to be assigned. From the dropdown, choose the resource name. In the following screenshot as an example. You can also select multiple resources to work on a single task. Now click the Assign button. Double-click the Task Name. Click the Resources tab. Click the cell below the Resource Name column.
Select the resource from the dropdown list. The window is split in two, Gantt Chart view and Task Form view below it. In the Task Form view, click under the Resource Name column and select the resource. We can also assign other material resources to the same task.
In the Gantt Chart view, you can also look at the project summary task, to note the duration, start and finish dates of the plan. In the following example, Assign Resources is the project summary task identified as Task 0.
MS Project — Track Progress MS Project Once your project plan is ready in MS Project, it becomes essential for a project manager to measure the actuals in terms of work completed, resources used and costs incurred and to revise and change information about tasks and resources due to any changes to the plans. A Project Manager should not assume that everything is progressing according to plan and should always keep track of each task. Resistance to formal tracking of project management data is normal.
You can overcome resistance to tracking by explaining your expectations, explaining the benefits of tracking, and training people to track the task themselves. Save a Baseline To evaluate project performance you need to create a baseline against which you will compare the progress.
One needs to save the baseline, once a plan is fully developed. Of course, due to rolling wave planning or progressive elaboration needed to manage projects one can always add new tasks, resources, constraints and costs to the plan. Also note, it makes sense to save the baseline before entering any actual values such as percentage of task completion. These multiple baselines seem contrary to the definition of baseline.
You want to develop separate baseline plans for risk response and recovery. You will see Baseline Gantt bars displayed together with the current Gantt bars. Update the Baseline for the Entire Project This simply replaces the original baseline values with the currently scheduled values.
Update the Baseline for Selected Tasks This does not affect the baseline values for other tasks or resource baseline values in the plan. Save Multiple Baselines You can save up to 11 baselines in a single plan. The first one is called Baseline, and the rest are Baseline 1 through Baseline It can be used as a project marker. It is visually easy to see how off-track or on-track the project progress is. Because it only specifies dates, it is simple, clear and easy information.
But sometimes this approach might be fine when the actual work and cost values generated are close enough to your baseline schedule. Select the current date. Check marks will appear in the indicators column for tasks that have been completed. On the right in the Chart portion, progress bars are generated in the Gantt bars of each task. This table includes Work Scheduled work , Actual, and Remaining columns.
Click on Task you want to update. For this task, initial scheduled Work was 16 hours, because 24 hours is greater. In the example, a Baseline is saved, because the Baseline does not change and is used as a comparison.
Note: Actual work is rolled up and also reflects on the summary task. Change Start or Finish field in Actual group. You can fill Actual duration field as well. One does not have to finish collecting survey responses before starting the tabulation. Click the box under the Type column and choose the relationship according to your requirement. Under Lag heading column, enter the lag in terms of hours, days, weeks, or years. You can also apply lag or lead as a percentage.
As Soon As Possible means the task starts as soon as the project starts, if there are no dependencies that would delay it. So, no fixed start or end dates are imposed by this constraint type, but of course predecessor and successor dependencies are maintained. Default constraint when you schedule from the project finish date.
Do not enter a Flexible task start or finish date with this constraint. As Soon As Task is scheduled to begin as early as possible. Do not enter a start or finish date with this constraint.
Start No Earlier Task is scheduled to start on or after a specified date. Must Finish On Task is scheduled to finish on a specified date. Click dropdown box for Constraint type. Choose the constraint you would like to apply.
It is a better idea to use a Deadline Date which has no effect on the scheduling of a task or summary task. MS Project will alert you with a red exclamation symbol in the indicators column, if the scheduled completion of the task exceeds its deadline date. Enter the cost under the Fixed Cost column for the task of interest. Enter a Recurring Task Status meetings, status reports, inspection dates can recur with a particular frequency. In MS Project , you can specify recurring tasks without having to assign tasks each time separately.
You can also assign resources to these task. Enter Task Name and choose Recurrence pattern. You can also choose a specific time for the task to start as well. You can add time value in the Start box for Recurring Task Information dialog box to change this.
In the following figure, start time of AM is entered. While schedule changes are made, it is also likely that the critical path will change from time to time. One needs to always focus on the Critical Path first, when one wants to apply fast-tracking or crashing to shorten the project duration. Slack or Float are key to understanding Critical path.
All task bars in the critical path, in the Gantt Chart View on the right, will turn Red in color. Gantt Chart View displays some limited resource information, as shown in the following screenshot. It summarizes whether there may be a problem by the red over allocated icon in the indicator column.
The Resource Usage view displays resources and all tasks assigned to them underneath the Resource Name. The left-hand side of the screen lists the Resources and the Task Names together with columns of total information for the resource or assignment. The right-hand side shows a time-phased view.
Tutorial microsoft project 2013 pdf free
Click Ok to http://replace.me/13818.txt. Do not enter a start or finish date with this constraint. In the following screen, we have entered 5 different tasks. The management at Tutorial microsoft project 2013 pdf free has recently decided that the eight-year old commercial lending software currently in use is outdated and needs to microsooft replaced. Like paint being used while painting a wall. Test phase 2 of the system 20 days
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