MICROSOFT PROJECT
Course Outline:
INTRODUCTION
ORIENTATION TO MICROSOFT PROJECTTo start Microsoft Project
THE TOOLBARS
Tool Tips
THE STANDARD TOOLBAR
THE FORMATTING TOOLBAR
THE CALENDAR VIEW
The View Bar
To change the view
To change to Calendar View
To change the look of the Calendar - (for printing)
THE GANTT CHART VIEW
To open a Gantt chart view
The components of the Gantt chart view
The border between the panes
DEFINING THE PROJECT
PROJECT INFORMATION ENTRY
To start a new project
Project Information window
THE PROJECT CALENDAR
To set up a working calendar
Default working time
To create a New Calendar
CHANGING THE DEFAULT WORKING DAY
To change the default working time
To change time for individual days
To enter a shut-down period
CHOOSE YOUR CALENDAR FOR THE PROJECT
To link your new calendar to the project
THE STATISTICS WINDOW
FILE PROPERTIES
What do you use Properties for?
Examining Properties
SAVE AND SAVE AS
TASKS
ENTERING TASKS
To open a new Task Information window
ENTERING A TASK DURATION
To enter a duration
Elapsed Time
To specify elapsed time
To specify estimated time
ESTIMATING DURATIONS
MILESTONES AND PHASES
Setting a Milestone in a project
RECURRING TASKS
To enter a recurring task
RECURRING TASKS CONTINUED
The recurring task symbol
Expanding the group of tasks
Contracting the group of tasks
To change a recurrence pattern
EDITING TASKS
To open an existing task for editing
CHANGING TASK PRIORITY
Priority Levels
To set a priority
INSERTING A TASK
To insert a new task into the sequence
Entering information in the field entry bar
DELETING TASKS
To select one task
To select a group of adjacent tasks
To select a group of non-adjacent tasks
To delete selected tasks
To Undo
MOVING TASKS
To move a task by dragging
To move a task by cut and paste from the menu or toolbar
To move a task by cut and paste from the shortcut menu
TASK LINKAGES
CREATING A LOGICAL SEQUENCE
GENERAL TAB
TASK PREDECESSORS
The Predecessor window
To enter a Predecessor
TASK RESOURCES
The Resources tab
To enter resources for a task
To specify units for the resource
TASK ADVANCED
TASK CONSTRAINTS
Types of constraint
TASK TYPES
Task Types
TASK NOTES
To add notes
To add hyperlinks
OUTLINING A TASK
Top down method
Bottom up method
SUMMARY TASKS
To create a Sub Task
To Collapse Sub Tasks
LINKAGE TYPES
The four linkage types
A link symbol
Dangling tasks
FINISH TO START RELATIONSHIP
To create an (FS) relationship
START TO START RELATIONSHIP
To create an (FS) relationship
FINISH TO FINISH RELATIONSHIP
To create an (FF) relationship
START TO FINISH RELATIONSHIP
To create an (SF) relationship
SIMPLE LINKAGE
To Set an FS Link on all Tasks
To Unlink Tasks
To Split Tasks
LINKAGES ON A GANTT CHART
LAG AND LEAD TIME
LEAD TIME ON THE GANTT CHART
To Add Lead Time to a Task
LAG TIME ON THE GANTT CHART
To Add Lag Time to a Task
TYPES OF CONSTRAINT
RESOURCES
RESOURCE SHEET VIEW
To view or enter resources
ENTERING RESOURCES
Group
Code
UNITS
To change to decimal units
RATES
Standard Rate (Std.Rate)
To define an hourly rate
To define a daily rate
To define a yearly salary
Overtime Rate (Ovt.Rate)
Cost/Use
ACCRUE AT
To change the Accrue At value
When to use Accrue at Start
When to use Accrue at End
When to use the default, Pro-rated
ASSIGNING A CALENDAR TO A GROUP OF RESOURCES
Use Fill-Down
ASSIGNING A RESOURCE TO A TASK
Assigning a resource in the Task Information window
ASSIGNING RESOURCES (- CONTINUED)
Using the Assign Resources button
To select a resources from your Personal Address Book (PAB) or Global Address List (GAL)
ASSIGNING A RESOURCE CALENDAR
Add holidays to a resource calendar
To change the working time for a resource
REMOVING A RESOURCE
To remove the resource in the Task Information window
To remove the resource from the Assign Resources window
To replace the resource from the Assign Resources window
To completely remove a resource from the project
REPLACING RESOURCES
To quickly replace a resource
REMOVING A CALENDAR
To remove a calendar
To copy a calendar to Global.MPT
NETWORK DIAGRAM VIEW
WHAT IS THE NETWORK DIAGRAM VIEW?
To change to Network Diagram view
To ZOOM and see the whole of the project
EXAMINING A NETWORK DIAGRAM
To open a node for editing
To edit a node directly in Network Diagram view
To Layout the boxes
To control the layout
To move a node
To copy a node and link to it
To change the content of the nodes
To change border color and style
SUMMARY TASKS
To change the way a summary task is displayed
CHANGING TASK LINKAGES
To view the type of relationship
To change the relationship type
To remove a link line
To manually add a link line
To draw a Finish to Start line
To draw a Start to Finish line
To set SS or FF relationships
Reformat the layout
SHORTENING YOUR PROJECT
SETTING THE CRITICAL PATH
To start the Gantt Chart Wizard
THE CRITICAL PATH VIEW
To change to Detail Gantt view
Critical Tasks in Network Diagram view
Tracking Gantt Chart view
FILTERING FOR CRITICAL TASKS ONLY
To view Critical Tasks only
To view all tasks
IDEAS FOR SHORTENING THE PROJECT
Assign more resources
Increase working hours for resources
Assign overtime work
Add lead-time to tasks
Break tasks into sub tasks
Tasks with constraints
OVERALLOCATIONS
RESOURCE USAGE VIEW
To open the Resource Usage view
Overallocated resources
THE RESOURCE MANAGEMENT TOOLBAR
To turn on the Resource Management toolbar
RESOURCE ALLOCATION VIEW
To open the Resource Allocation view
RESOURCE ALLOCATION GRAPH
To open the Resource Allocation Graph
To choose a resource to view
To view overallocations in the graph
To move to the next overallocation
RESOLVING OVERALLOCATIONS
DELAYING TASKS MANUALLY
Delay by click and drag
Delay by changing task information
RESOURCE LEVELING
To level your project
To clear leveling
RESOURCE LEVELING CONTINUED
THE LEVELING GANTT VIEW
To open the Leveling Gantt Chart view
DECREASING WORK TIME
Decrease work time in the Resource Usage view
To ensure that the task duration is not altered
SPLIT TASKS
To split a task
VIEW SLACK IN A TABLE VIEW
To open the Schedule Table
Free Slack
Total Slack
VIEWING SLACK IN A GANTT VIEW
To open the Detail Gantt Chart
How slack is shown on the Detail Gantt Chart
REASSIGNING RESOURCES
To re-assign a resource
INCREASING WORKING HOURS
Change working time for a resource
ASSIGN OVERTIME TO A TASK
To assign overtime working
To check the new cost of the project
RESOURCE CONTOURING
Contour patterns
Front Loaded
Back Loaded
Double Peak
Early Peak
Late Peak
Bell
Turtle
How project works out the times
PRINTING PROJECT REPORTS
PRINT PREVIEW
What do they need to know?
What can I print?
To open a print preview screen
To close the Print Preview window
To examine the detail of the Print Preview
Page Setup
How To Print
REPORT GENERATOR
To start the Report Generator
PROJECT SUMMARY REPORT
Changing the head information
PRINT OPTIONS
The Page Setup window
The Page tab
Margins
Header
Footer
Legend
Legend on
View
