MS PROJECT 2013 STEP BY STEP PDF
Microsoft. Project Carl Chatfield, PMP, and Timothy Johnson, MCTS This book has been designed to lead you step by step through all the tasks .. Save as PDF or XPS Create PDF or XPS format documents directly from Project. The smart way to learn Microsoft Project —one step at a time! Save as PDF or XPS Create PDF or XPS format documents directly from. MS Project, especially the edition before can use this tutorial for Step 5: File -> Options -> Save tab -> Save projects -> Save Files In this format.
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Experience learning made easy - and quickly teach yourself how to manage the complete project life cycle with Project With Step by Step, you set the pace . Microsoft Project, project management and you 2. Meet the Project Microsoft Project Step by Step and other books in the Step by Step series are designed PDF documents, 7, 19, , – peak, – can purchase just this new Appendix from myavr.info as a pdf file or as a separate It also provides a brief guide to using Microsoft Office Project
Fine-tuning resource and assignment details Setting up resource availability to apply at different times Entering multiple pay rates for a resource Setting up resource pay rates to apply at different times Setting up material resources Delaying the start of assignments Applying contours to assignments Applying different pay rates to assignments Assigning material resources to tasks Viewing resource capacity Adjusting assignments in the Team Planner view Key points Tracking progress on tasks and assignments Updating a baseline Tracking actual and remaining values for tasks and assignments Tracking timephased actual work for tasks and assignments Rescheduling incomplete work Key points Viewing and reporting project status Identifying tasks that have slipped Examining task costs Examining resource costs Reporting project cost variance with a stoplight view Key points Getting your project back on track Troubleshooting time and schedule problems Troubleshooting cost and resource problems Troubleshooting scope-of-work problems Key points IV.
In-Depth and Special Subjects Applying advanced formatting and printing Formatting a Gantt chart view Formatting a Timeline view Formatting a Network Diagram view Formatting a Calendar view Printing and exporting views Key points Advanced report formatting Formatting tables in a report Formatting charts in a report Creating a custom report Key points Sharing information with other programs Copying Project data to other programs Opening other file formats in Project Saving to other file formats from Project Generating visual reports with Excel and Visio Key points Appendices A.
A short course in project management Understanding what defines a project The project triangle: Viewing projects in terms of time, cost, and scope Time Cost Scope Time, cost, and scope: Managing project constraints Managing your projects with Project B.
The Resource Sheet view displays details about resources in a row-and-column format called a table , with one resource per row. This view is called a sheet view. Another sheet view, called the Task Sheet view, lists the task details.
Convert projects created with Microsoft Office Project to PDF files
Also, notice that the label of the contextual tab has changed to Resource Sheet Tools based on the active view. This usage view groups the tasks to which each resource is assigned and shows you the work assignments per resource on a timescale, such as daily or weekly. As with the Gantt Chart timescale, you can adjust this timescale using the Timescale command on the View tab or the Zoom Slider controls on the status bar in the lower-right corner of the Project window.
The Gantt Chart view appears. The Task Form appears below the Gantt Chart view. Details about the selected task in the Gantt Chart view appear in the Task Form. You can also edit values directly in the Task Form. The Task Form is hidden.
There are many other views in Project. Keep in mind that, in all these views as well as all the other views in Project, you are looking at different aspects of the same set of details about a plan.
Even a simple plan can contain too much data to display at one time. Seeing project status in new ways Previous editions of Project supported tabular reports that were primarily designed for printing. Reports now include elements such as charts, tables, and images to communicate the status of your plan, and they are highly customizable. You can print or view reports directly in the Project window just like any view.
You can also copy reports and paste them into other applications such as Microsoft PowerPoint. In this exercise, you will explore a report. The Resource Overview report appears. As you can see, this report includes two charts and a table. You see a couple of things happen when you do this.
You use this pane to determine what data to include in the chart. Next, you will explore the contextual tabs. Here you can see commands that relate to the overall design of the report. Now you see commands that apply to the selected table in this report. You can use these commands to control the overall layout of the selected table. Next, we will split the window to display both a view and a report at the same time. This split view includes a top-level summary in the Timeline view and an overview of your resources in the Resource Overview report.
One view or sometimes two views is typically displayed at a time.
Project 2013 in easy steps
The Gantt with Timeline view is the default; the Gantt Chart is probably the best-known view in Project, and the Gantt chart is a well-known visual representation in project management as a whole.
Simple Scheduling Basics 3 Starting a new plan 40 4 Building a task list 52 5 Setting up resources 82 6 Assigning resources to tasks 7 Formatting and sharing your plan 8 Tracking progress Holiday Set working-time exceptions in the project calendar, page This model focuses on some, but not all, aspects of a project—tasks, resources, time frames, and possibly their associated costs.
Sometimes you might know the planned start date of a project, the planned finish date, or both. However, when work- ing with Project, you specify only one date, not both: Remember that Project is not just merely a static repository of your schedule information or a Gantt chart drawing tool—it is an active scheduling engine. Most plans should be scheduled from a start date, even if you know that the project should finish by a certain deadline date.
Scheduling from a start date causes all tasks to start as soon as possible, and it gives you the greatest scheduling flexibility. In this and later chap- ters, you will see this flexibility in action as you work with a project that is scheduled from a start date. In this exercise, you create a new plan, set its start date, and save it. Project displays your options for creating a new plan.
These options include using templates installed with Project or that are available on the web. You see this same list of templates in the Start screen when you start Project, and in the New screen on the File tab. To create a new plan, click here. Project creates a new plan. You might see a status bar message at the bottom of the window reminding you that new tasks are created in the manually scheduled mode. This information remains visible on the status bar.
Notice the thin green vertical line in the chart portion of the Gantt Chart view. This indicates the current date. The Project Information dialog box appears. Project Standard users do not see this portion of the dialog box. As noted pre- viously, because this plan is scheduled from the start date, you enter the start date and Project calculates the finish date based on the schedule details contained in the plan.
Project scrolls the chart portion of the Gantt Chart view to show the project start date. The start date is shown as a thin dashed vertical line.
To make this change, on the File tab click Options. Because this plan has not been previously saved, the Save As screen appears. In the Project Options dialog box, click Save, select the Auto Save Every check box, and then specify the time interval you want. Setting 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. In later chapters, you will work with other types of calendars; in this chapter, you work only with the project calendar.
The project calendar defines the general working and nonworking days and time for tasks. Project includes multiple calendars, called base calendars, any one of which can serve as the project calendar for a plan. You select the base calendar that will be used as the proj- ect calendar in the Project Information dialog box.
For example, this might be Monday through Fridays, 8 A. Your organization or specific resources might have exceptions to this normal working time, such as holidays or vacation days. The scenario: At Lucerne Publishing, you need to account for an upcoming date on which the entire Lucerne staff will be unavailable to work on the book launch project.
You know the entire Lucerne staff will be at a morale event on January 22; therefore, no work should be scheduled that day. You will record this as a calendar exception.
The Change Working Time dialog box appears. The date is now scheduled as nonworking time for the project. In the dialog box, the date appears underlined and color formatting is applied to indicate an exception day. To verify the change to the project calendar, note in the chart portion of the Gantt Chart view that Thursday, January 22, is now formatted as gray to indicate nonwork- ing time just like the weekends.
In this section, you made just one specific day a nonworking day for the entire plan. Other common examples of working time adjustments include: To set up recurring nonworking times, click the Details button on the Exceptions tab in the Change Working Time dialog box. To set up custom work weeks, on the Work Weeks tab of the Change Working Time dialog box, enter the date range you want, click the Details button, and then set the working time adjustments you want.
Some of these properties are statistics, such as how many times the file has been revised. You can see and record these properties in the Advanced Properties dialog box.
At Lucerne Publishing, you want to record top-level information about the new book launch plan. The Backstage view appears. The Info tab should be selected by default. On the right side of the screen, under Product Information, note the key statistics, such as the start date on the right side of the Backstage view. Notice that many of the fields you see here are the same fields you see in the Project Information dialog box.
You can edit these fields in either place. In the menu that appears, click Advanced Properties.
Entering task durations
The Properties dialog box appears with the Summary tab visible. To conclude this exercise, you will save the Simple Tasks file, and then close it. Project management focus: Project is part of a larger picture Depending on your needs and the information to which you have access, the plans that you develop might not deal with other important aspects of your projects.
For example, many large projects are undertaken in organizations that have a formal change-management process. Even though this is an important project-management activity, it is not something done directly within Project. Chapter at a glance Define Create a task list, page Outline Create summary tasks to give your plan an outline structure, page Link Link tasks and create dependencies, page Schedule Control if tasks are manually or automatically rescheduled, page You just clipped your first slide!
Clipping is a handy way to collect important slides you want to go back to later.
Now customize the name of a clipboard to store your clips. The first Windows version was released in , and was labelled version 1 for Windows.
In a Macintosh version was released. Development continued until Microsoft Project 4. In , Microsoft stopped development of most of its Mac applications and did not offer a new version of Office until , after the creation of the new Microsoft Macintosh Business Unit the year prior.
Microsoft Project 1. It came bundled with Windows 2.
The setup program runs in DOS, like the most Windows-based applications at the time. Microsoft Project 3.
The setup program now runs in Windows, and it is based on Microsoft's own setup program, which was also used by e. Microsoft Visual Basic 2. It was the last bit version. Additionally it was the first version to use VBA macro language and introduced screen tooltips, Cue Cards, GanttChartWizard, Calendar view, Assign Resources dialog, recurring tasks, workgroup abilities, Drawing toolbar, Microsoft Project Exchange file format support and ability to create reports.
This version allowed user to consolidate up to 80 projects. Microsoft Project 95 4. Updated version, called Microsoft Project 4. Additionally it was the last version to open Project 3.
Microsoft Project 98 was the first to use Tahoma font in the menu bars, to contain Office Assistant , like all Office 97 applications, introduced view bar, AutoFilter, task splitting, Assignment Information dialog, resource availability dates, project status date, user-entered actual costs, new task types, multiple critical paths, in-sheet controls, ability to rename custom fields, Web publishing features, new database format, Task Usage, Tracking Gantt and Resource Usage views, Web features, PERT analysis features, resource contouring, cost rate tables, effort-driven scheduling, cross-project linking, indicators, ability to save project files in HTML format, ability to analyze time-scaled data in Excel, improved limits for the number of tasks, resources, outline levels etc.
It was the last version to run on Windows NT 3. Project 98 SR-1 was a major service release addressing several issues in Project Notable new features include ability to create personal Gantt charts, ability to apply filters in Network Diagram view, AutoSave, task calendars, ability to create projects based on templates and to specify default save path and format, graphical indicators, material resources, deadline dates, OLE DB, grouping, outline codes, estimated durations, month duration, value lists and formulas custom fields, contoured resource availability, ability to clear baseline, variable row height, in-cell editing, fill handle, ability to set fiscal year in timescale, single document interface , accesibility features, COM add-ins, pluggable language user interface, roaming user and Terminal Services support, ability to set task and project priority up to 1, previously 10 and HTML help.
Project was also the last version to run on Windows Project SR-1 fixed several bugs. Microsoft Project was the first to contain task panes, safe mode, smart tags, "Type a question for help" in the top right corner, mandatory product activation , like Office XP and Windows XP and ability to open and save Microsoft Project Data Interchange.
Microsoft Project Quick Reference Guide
It was also the last version to run on Windows NT 4.As with the other new tasks, the milestone is initially scheduled at the project start date of January 5. His Melbourne, Australia based company, Eastwood Harris Pty Ltd, offers project controls consulting and training services with a strong focus on Microsoft and Primavera software.
Starting a new plan No practice file Chapter 4: Each resource can be assigned to multiple tasks in multiple plans and each task can be assigned multiple resources, and the application schedules task work based on the resource availability as defined in the resource calendars. First Printing Microsoft Press books are available through booksellers and distributors worldwide. To do this, you will create a milestone task.
Note that the label above the Format tab changed to Timeline Tools.
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