MS Project MSProject_Tutorial'

1
MS Project (MSProject_Tutorial).

• Michael L. Gibson
• Information Logistics Technology
• College of Technology
• University of Houston
• mlgibson_at_uh.edu
• (MSProject_Tutorial) This document contains
  guidance in learning MS Project created using
  material from the tutorial accompanying MS
  Project.

2
PROJECT MANAGEMENT

• Project management is the process of planning,
  organizing, and managing tasks and resources to
  accomplish a defined objective, usually within
  limitations on time, resources, or cost.

3
Project Task

• A project task is an activity that has a
  beginning and an end.
• Projects are made up of tasks.

4
Project Resources

• The people, equipment, and material used to
  complete tasks in a project.

5
Project Objective

• The quantifiable criteria that must be met for
  the project to be considered successful.
• Objectives must include, at least, cost,
  schedule, and quality measures.
• Unquantified objectives (for example, "customer
  satisfaction") increase the risk that the project
  won't meet them.

6
Project Constraint (Limitation)

• A factor that will limit the project management
  team's options.
• For example, a predefined budget is a constraint
  that may limit the team's scope, staffing, and
  schedule options.

7
Project Major Phases

• Build the plan.
• Track and manage the project.
• Close the project.

8
The Project Triangle

• The three factors that shape every project.
• Time The time to complete the project as
  reflected in your project schedule.
• Schedule The timing and sequence of tasks within
  a project e.g. tasks, task dependencies,
  durations, constraints, and time-oriented project
  information.
• Money The project budget, based on the cost of
  the resources.
• Budget The estimated cost of a project that you
  establish in Microsoft Project with your baseline
  plan.
• Resources The people, equipment, and material
  used to complete tasks in a project.
• Scope The goals and tasks of the project and the
  work required to complete them.
• Work For tasks, the total labor or
  "person-hours" required (in terms of minutes,
  hours, days, weeks, or months) for all resources
  to complete a task. For assignments, the amount
  of work to which a resource is assigned for a
  specific task. For resources, the total amount of
  work to which a resource is assigned for all
  tasks. Work is different from task duration.

9
Project Strategy

• The purpose for the project e.g. what the
  project intends to accomplish, issues important
  to consider, known aspects important to the
  project, constraints on the project, and project
  domain.
• Project Objective The quantifiable criteria that
  must be met for the project to be considered
  successful.
• Project assumptions Factors that, for planning
  purposes, are considered to be true, real, or
  certain. Assumptions generally involve a degree
  of risk.
• Project constraint A factor that will limit the
  project management team's options.
• Scope The combination of all project goals and
  tasks, and the work required to accomplish them
  e.g. project tasks and deliverables.

10
MS Project Support for Projects

• Microsoft Project stores details about your
  project in its database.
• Microsoft Project then uses this information to
  calculate and maintain the project's schedule and
  costs, thereby creating your project plan.

11
Project Plan

• MS Project is used to create the project plan
  through entering information on tasks, task
  duration times, task dependencies, resources, and
  costs.
• Task Duration The total span of active working
  time required to complete a task, e.g. the amount
  of working time from the start to finish of a
  task.
• Elapsed duration is the amount of time a task
  will take to finish, based on a 24-hour day and a
  7-day week.
• Task dependencies The nature of the relationship
  between two linked tasks, e.g. dependency between
  their finish and start dates.
• MS Project Dependencies
• Finish-to-start (FS) - Task B cannot start until
  task A finishes.
• Start-to-start (SS) - Task B cannot start until
  task A starts.
• Finish-to-finish (FF) - Task B cannot finish
  until task A finishes.
• Start-to-finish (SF) - Task B cannot finish until
  task A starts.
• Cost The total scheduled cost for a task,
  resource, or assignment or for an entire project
  (sometimes referred to as the current cost).

12
Project Tracking

• Periodical reviewing of project progress to make
  the changes necessary to keep the project on
  schedule and within budget.
• Project Tracking Capabilities
• Custom fields to identify specific information.
• Views and tables to display the exact information
  you want to review.
• Filters and groups to focus on the information
  that needs your attention.

13
Project Communicating Methods

• Printing and reporting to present project
  information to others on paper.
• Publishing to HTML or saving a project plan to a
  Web server to allow others access to project
  information on a Web site.
• Microsoft Project Server, or an e-mail system to
  communicate project information to others.

14
Project Collaboration Methods

• Microsoft Project Server and Microsoft Project
  Web Access
• Team members can view their own task list or the
  entire project, create new tasks for the project
  plan, and delegate tasks to others.
• Project manager can receive task updates and
  textual status reports.
• Stakeholders can access project information to
  review the project.
• E-mail
• A simple collaboration method using an existing
  MAPI-compliant, 32-bit e-mail system to exchange
  basic task and status information with team
  members.
• Team members can use special e-mail generated by
  Microsoft Project to assign tasks, send task
  updates, and submit textual status reports.

15
Project Data Viewing Methods

• Views that present a subset of project
  information in a format that's easy to interpret.
  
• View The combination of one or more views (Gantt
  Chart, Resource Sheet, etc.) used to work with
  project information in a variety of formats.
• Charts or graphs, such as the Gantt Chart or
  Network Diagram, represent information
  graphically.
• Sheets represent information in rows and columns.
  
• Forms represent information in a format similar
  to a paper form.
• Tables that define the columns displayed.
• Filters that focus on specific tasks or
  resources.
• A Filter specifies which task or resource
  information should be displayed or highlighted in
  a view.

16
Project Data Viewing Methods

• Project information can also be grouped and
  sorted to see information categorized or ordered
  in a particular way.
• Group To combine or rearrange tasks or resources
  in a project according to specific criteria, such
  as task duration, priority, resource
  over-allocation, or finish date.
• You can use grouping to review the list of tasks
  or resources by a unique characteristic such as
  codes of a general ledger or a department number.
  
• Note do not confuse the grouping feature with
  the Group field, which is a resource field.

17
Creating a Project Plan
18
Project Plan Creation Activities

• Set up a project - starting a new project plan,
  designating a project start or finish date, and
  entering general project information.
• Enter a task list.
• Schedule tasks.
• Assign resources.
• Enter costs.
• View the schedule.
• Adjust the schedule.
• Save the plan.

19
MS Project Initial Screen
20
Completing Embedded Tutorial
1
1. Click Help to select the Tutorial option of
the Getting Started submenu
21
MS Project Basics
1
1. Click on each Basics item and review displayed
text
22
Creating a Plan
1
2
1. Click on Create a Plan 2. Note activities in
creating a plan
23
Set Up a Project
1
1. Click on Set up a project and review the
text 2. Click Begin the lesson
2
24
Create a New Project
2
1
Complete steps 1-4 to create a new project 2.
Note that entering MS Project defaults to New
Project
25
Create a New Project
1
1. Click Project Information option of the
Project Menu 2. Enter project Start Date in
Project Information dialogue box
2
26
Enter Project Start Date
1
1
Click Project Information option of the Project
Menu Click down arrow to use the Calendar to
enter project Start Date in the Project
Information dialogue box and Click OK
2
2
27
Save Project with New Name
2
1
3
1. Note Date changes on project schedule 2.
Click Disk icon to enter Save as dialogue box 3.
Enter the name of your project and Click Save
button Note folder selection for where to
store project
3
28
Enter Key Project Information
3
1
3
1. Note Project Name changed from default
Project1 2. Click back into help dialogue box
and click arrow to move to the next
lesson 3. Select the Properties option of the
File submenu 4. Enter information into
Properties dialogue box and click OK
2
4
29
Set Up the Project Calendar

• Use the Change Working Time dialog box to enter,
  review, or change base calendars and resource
  calendars.
• Review and modify the working days and times in
  the project calendar.
• Review and modify the working days and times in
  any base calendar or resource calendar.
• Create a new base calendar for use as the default
  hours for a set of resources or as a task
  calendar.
• Change a resource's working times and days off.

30
Set Up the Project Calendar
2
1
2
2
2
2
1. Click back into help dialog box and click
arrow to move to the next lesson 2. Select
the Changing Working Time option of the Tools
submenu (Note that Use default is the default
selection) 3. This dialog box can be used to
change working day hours and/or designate
nonworking hours for all project days, a
specific project day, and/or hours available
for a particular resource
31
Entering and Organizing Task Lists

• Individual project tasks must be defined,
  scheduled, assigned resources, and linked to
  other project tasks.

32
Defining Project Tasks
1
2
1. Click back into help dialog box and click
arrow to move to the next lesson 2. Click
the Begin the lesson link
33
Entering Project Task Names
1
1
2
1. Click into the Task Name cell in the Gantt
Chart and enter the task names as indicated
(strike the enter key after entering each
task name - Note that the Duration defaults to 1
day and the Start and Finish dates default
to Mon 9/13/04 (project start date) 2. Click
into the first task name and strike the Tab key
(Note that tabbing to the Duration entry
causes increase/decrease selector buttons to
appear for resetting duration time)
34
Entering Task Information
1
1
2
3
1. Double-Click the first task name to open the
Task information dialog box (Note that it
defaults to the General tab information
entry) 2. Click the Duration in the Task
Information Dialog box up and then back to
1d to define the duration time (Note the ?
disappears) 3. Click on all of the tabs in the
Task Information dialog box to review the
different types of information that can be
entered for a project task
35
Revising Task Information
1
2
4
3
4
1. Click the Advanced tab in the Task information
dialog box 2. Click into the Duration entry and
change the 1d to 2h (hours rather than
days) 3. Change the Constraint type entry to
Finish No Later Than 4. Click the down arrow for
each date entry (Deadline and Constraint
date) to change them to Mon 9/13/04 5. Place a
check mark to mark this as a milestone task 6.
Click the down arrow for the Task type entry to
select Fixed Duration and click OK
6
5
36
Milestone Task Designation
2
3
1
1. Click back into help dialog box and click the
arrow to move to the next lesson on creating
a milestone and review the text 2. Move mouse
over black diamond denoting this task until the
mouse cursor becomes a cross-hair and a tip
note appears (Note that Task1 is now marked
as a milestone task) 3. Move the mouse cursor
over the Calendar and Note icons and hold it
there until the tip box appears (Note that
displayed tips correspond to entries made in
the Task Information dialog box) 4. Click back
into help dialog box and click the arrow to move
back to the previous lesson (entering tasks
and their durations)
4
37
Assigning Task Dependency Relationships
1
2
3
2
4
4
1. Note that Task1 is now marked as a milestone
task 2. Double-click 2 task to open the Task
Information dialog box and click the
Predecessors tab 3. Click into the Duration
entry and change the 1d to 10m (minutes
rather than days) 4. Click into the ID entry to
enter a 1 and then strike the tab key (Note
that default entries appear Task1 must finish
for Task2 to start) 5. Click the Advanced
tab to change the Task Type entry to Fixed
Duration and the Constraint Type entry to
Start No Earlier Than with a Constraint Date of
9/13/04 followed by clicking OK
5
5
5
5
38
Assigning Task Dependency Relationships
1
1
2
2
3
4
4
1. Note that the Task1 is now marked as a
predecessor to Task2 2. Double-click 3 task to
open the Task Information dialog box and
click the Predecessors tab 3. Click into the
Duration entry and change the 1d to 10m
(minutes rather than days) 4. Click into the ID
entry to enter a 2 and then strike the tab key
(Note that default entries appear Task2 must
finish for Task3 to start) 5. Click the
Advanced tab to change the Task Type entry to
Fixed Duration and the Constraint Type entry to
Start No Earlier Than with a Constraint Date
of 9/13/04 followed by clicking OK
5
5
5
5
5
39
Assigning Task Dependency Relationships
1
1
2
2
3
4
4
1. Note that the Task2 is now marked as a
predecessor to Task3 2. Double-click 4 task to
open the Task Information dialog box and
click the Predecessors tab 3. Click into the
Duration entry and change the 1d to 1.5h
(hours rather than days) 4. Click into the ID
entry to enter a 3 and then strike the tab key
(Note that default entries appear Task3 must
finish for Task4 to start) 5. Click the
Advanced tab to change the Task Type entry to
Fixed Duration and the Constraint Type entry to
Start No Earlier Than with a Constraint date
of 9/13/04 followed by clicking OK
5
5
5
5
5
40
Assigning Task Dependency Relationships
1
2
2
3
4
4
1. Note that the Task3 is now marked as a
predecessor to Task4 2. Double-click 5 task to
open the Task Information dialog box in the
General tab 3. Click into the Duration entry and
change the 1d to 10m (minutes rather than
days) 4. Click the down arrows to select Start
and Finish dates of Tue 9/14/04 Dependency
assignment continues on next slide
41
Assigning Task Dependency Relationships
5
5
5. For Task5, click the Advanced tab to change
the Task Type entry to Fixed Duration and the
Constraint Type entry to Start No Earlier
Than with a Constraint date of 9/14/04 6. Click
the Predecessor tab to enter a 4 into the ID
entry (Note that default entries appear
Task4 must finish for Task5 to start) and
strike the tab key followed by clicking OK
6
6
42
Assigning Task Dependency Relationships
1
2
2
3
1. Note that the Task4 is now marked as a
predecessor to Task5 2. Double-click 6 task to
open the Task Information dialog box in the
General tab 3. Click into the Duration entry and
change the 1d to 1.5h (hours rather than
days) 4. Click the down arrows to select Start
and Finish dates of Tue 9/14/04 Dependency
assignment continues on next slide
4
4
43
Assigning Task Dependency Relationships
5
5
5
5
5. Click the Advanced tab to change the Task Type
entry to Fixed Duration and the Constraint
Type entry to Start No Earlier Than with a
Constraint date of 9/14/04 6. Click the
Predecessor tab to enter a 5 into the ID entry
(Note that default entries appear Task4 must
finish for Task5 to start) and strike the
tab key followed by clicking OK
6
6
44
Assigning Task Dependency Relationships
1
3
3
1. Note that the Task5 is now marked as a
predecessor to Task6 2. Repeat the entries
completed for Task5 and Task6 for Task7 and
Task8 Task9 and Task10 Task11 and Task12
with respective changes in dates and
predecessor assignments 3. The complete
dependency assignments appear in this diagram
and in the Predecessor column (fields) 4. Note
that all tasks except Task1 have been assigned
Predecessor Tasks
45
Recurring Tasks
3
1
3
4
4
1. Click back into help dialog box and click the
arrow to move to the lesson on creating a
milestone and again to move to the lesson on
Recurring Task 2. Note that the tasks that Start
and End taping could have been designated as
recurring tasks to be repeated every day
beginning on 9/13/04 and ending on
9/17/04 3. Click into the End Monday Hardball
Taping task and select the Recurring Task
option in the Insert submenu to open the
Recurring Task Information dialog box 4. Click
Recurrence pattern Daily followed by clicking the
down arrow to display the selector list of
possible recurrence patterns 5. Click the Cancel
button to cancel entering Recurring Task
information
5
46
Visually Structuring Subtasks
4
1
3
4
4
1. Click back into help dialog box and click the
arrow to move to the next lesson (Structure
Tasks into a logical outline) and review the
text 2. Note that tasks can be indented on the
Gantt chart to visually depict a hierarchical
relationship between tasks, such as the
relationship that exists between project
phases and tasks within phases 3. Click into the
blank Task Name field after Task12 and enter the
three task names illustrated on the Gantt
chart for Task13, Task14, and Task 15
(remember to strike the enter key after entering
each task name) 4. Click the Phase1_Task1 task
name to position the cursor on that cell and
click the indent icon on the toolbar and repeat
the process for the Phase1_Task2 task (Note
how the Phase1 is now designated as a
Summary task for the other two tasks with its
task name bolded)
47
Editing Gantt Chart Tasks
1
3
4
1. Click back into help dialog box and click the
arrow to move to the next lesson (Edit a task
list) and review the text 2. Note that tasks can
be edited using standard MS cut/copy/paste/delete
functions 3. Move the mouse cursor over the
14 in the Task14 row and click the right
mouse button to open a context sensitive submenu
to select the cut option (Note that
Phase1_Task1 has been cut from the Gantt chart
and the Phase1_Task2 task automatically
moved up) 4. Move the mouse cursor in the now
blank task name in after Task14 and click the
right mouse key to select the Paste option from
the context sensitive menu
48
Editing Gantt Chart Tasks
2
2
1
3
1. Click back into help dialog box so that you
can view how to delete a task 2. Move the mouse
cursor over the 13 in the Task13 row and click
the right mouse button to open a context
sensitive submenu to select the delete option
(Note that a Planning Wizard is reminding you
that deleting Phase1 will cause its subtasks
to be deleted) 3. Click OK to delete all three
tasks
49
Assigning and/or Revising Task Dependency
Relationships
1
2
1. Click back into help dialog box and click the
arrow to move to the next lesson (Schedule
Tasks) 2. Click the Begin the Lesson link 3.
Review the text describing how to establish
relationships between tasks
50
Assigning and/or Revising Task Dependency
Relationships
1
2
3
5
1. Double-Click the link between Task1 and Task2
to open the Task Dependency dialog box 2.
Click the down arrow on the Type entry to display
the selector list of dependency types 3.
Click Cancel to not change the Task
Dependency 4. Create Temp_Task1 and Temp_Task2
as two new tasks to link with a Dependency
Relationship 5. Click Temp_Task1 followed by
clicking Temp_Task2 while holding down the
CTRL key to select both tasks 6. Click the Link
icon on the toolbar to link the 2 tasks 7. Click
the 13 for Temp_Task1 followed by clicking the
14 for Temp_Task2 while holding down the CTRL
key and then strike the delete key to delete
those 2 tasks
6
5
4
51
Setting Task Constraint Type Entries
2
1
2
2
1. Click back into help dialog box and click the
arrow to move to the next lesson (Set Task
Start/Finish Dates) 2. Double-Click Task3 to
display the Task Information dialog box and
click the Advanced tab to display Constraint
Type entry previously entered
52
Set a Deadline for a Task
2
1
2
2
1. Click back into help dialog box and click the
arrow to move to the next lesson (Add Task
Deadline) 2. Double-Click Task1 to display the
Task Information dialog box and click the
Advanced tab to display Deadline entry
previously entered
53
Creating a Resource List
3
1
4
2
1. Click back into help dialog box and click the
arrow to move to the next lesson (Create a
Resource List) 2. Click the Begin the lesson
link and review the displayed text 3. Select the
Resource Sheet option of the View submenu
(Note the Resource Sheet is now displayed) 4.
Select the Entry option of the Table Entry
submenu cascading from the View submenu
54
Creating a Resource List
2
2
2
1
1
3
1. Key the name of 2 people resources into
Resource Name field of the Resource Sheet
(strike Tab key after entering a name) 2. Key
wage amounts by clicking into Std Rate, Ovt Rate,
and Cost Use fields for each person resource
(Note that a later lesson in the tutorial
reviews costs assigned to resources) 3.
Double-click Resource1 to open the Resource
Information dialog box to change the Initials
entry to be a 2 character entry 4. Click each
tab in the Resource Information dialog box to
review the entries (Note that the Wage
entries in the Cost tab) and then click OK
4
55
Change a Resource Work Schedule
1
1
2
3
3
1. Double-click Resource1 to open the Resource
Information dialog box and click the Working
Time tab 2. Move the calendar down to September
(If work times are different for that
resource for any day of the project, you could
click Nondefault working time and change the
From/To times) 3. Note that Resource1 has been
designated as Nondefault working time for
September 13th
56
Widening Displayed Views
2
3
2
1
1. Click back into help dialog box and click the
arrow to move to the next lesson (Assign
Resources to Tasks) and review the text 2.
Select the Gantt Chart option of the View submenu
followed by selecting the Entry option on
the submenu cascading off the Table option
on the View submenu 3. Use the mouse cursor to
widen the view of Gantt Chart columns until
the Resource Names columns is uncovered (Note
that it may be be necessary to widen the view
of columns for many of the views that are
selected as well as position the correct days of
the month in view for diagrams such as the
task diagram that appears to the right of the
Gantt Chart columns)
57
Assign Resource to Task
3
3
3
2
3
1
4
1. Click back into help dialog box and click the
arrow to move to the next lesson (Assign
Resources to Tasks) and review the text 2. For
Task1, click the down arrow to display the
selector list of available Resource Names to
assign to the task and select the first Resource
on the list (Resource1) 3. Click the Task
Name for Task1 and then the click Assign Resource
icon on the toolbar to open the Assign
Resources dialog box (Note that Resource1 has
already been assigned to the task) 4. Assign
100 units of the resource to complete the 2
hours of Task1 (Note the assign is for 100
of the 2 hour task, not the of available
time for that resource)
58
Assign Resource to Task
1
1
3
3
3
1
1. Click the Task Name for Task2 and then the
click Assign Resource icon on the toolbar to
open the Assign Resources dialog box 2. Click on
Resource1 (M_Gibson) and assign 100 of units to
complete the 10 Minutes of Task2 and click
the Assign button 3. Repeat steps 1-2 for Task3
Task12 by assigning the Resources to the
task with 100 of task time assigned to the
Resource Name displayed in the Resource
Names field for each task (Note how the
assigned resources Names now appear on task
diagram for respective tasks)
2
2
2
59
Publish Resource Task Assignments to MS Project
Server
2
2
1
1. Click back into help dialog box and click the
arrow to move to the next lesson (Publish
Assignments to MS Project Server) and review the
text 2. Note that you can choose to publish All
Information, New and Changed Information or
Republish Assignments 3. An MS Project Server
must be configured for this type of
collaboration to become a reality
60
Accept Resource Task Assignments from MS Project
Server
2
1
1. Click back into help dialog box and click the
arrow to move to the next lesson (Accept
Assignment Responses with MS Project Server) and
review the text 2. Note that you can choose
to Update Project Progress from MS Project
Server after changes have been published 3. An
MS Project Server must be configured for this
type of collaboration to become a reality
61
Check and Edit Resource Assignments
2
2
1
1. Click back into help dialog box and click the
arrow to move to the next lesson (Check and
Edit Resource Assignments) and review the
text 2. Select the Resource Usage option of the
View submenu (Note the task that each
Resource has been assigned) 3. Note that
resource Names in bold red indicate that the
resource has over-allocated for time period
e.g. assigned to more task time than the
resource has available for that time period
(Remember that a resource may be assigned to
different task that have conflicting duration
times that may cause the resource to be
oversubscribed and over-allocated)
62
Assign Costs to Resources
4
4
4
2
4
2
1
1. Click back into help dialog box and click the
arrow to move to the next lesson (Assign
Costs to Resources) and review the text 2.
Select the Resource Sheet option of the View
submenu (Note that after that selection, you
could then select Table Entry) 3. Note that
resource costs and type entries were assigned
when Resource1 and Resource2 were created on
the Resource Sheet 4. Enter Resource3 resource
name (VCR_Tape) in the Resource Name field,
then tab to Type field and select Material from
the drop-down selector list, and then enter
Std. Rate and Cost/Use amounts (Also change
the Initials to VCR from just V)
63
Assigning Material Resources to Tasks
1
2
2
2
1. Select Gantt Chart from the View submenu to
cause the Gantt Chart to be displayed 2.
Click into Task3 and click the Assign Resource
icon on the toolbar to open the Assign
Resource dialog box 3. Click into the VCR_Tape
Resource Name and then change the units to
.15 indicating the amount of that resource
assigned to the task 4. Repeat steps 2-3 for
Task5, Task7, Task9, and Task11 (Note that
VCR_Tape has been assigned to those tasks in the
displayed Gantt Chart)
3
64
Assigning Fixed Cost to Project Tasks
4
5
2
1
1. Click back into help dialog box and click the
arrow to move to the next lesson (Set Fixed
Costs for Task) and review the text 2. Select
the Cost option on the submenu of the Table Cost
option on view submenu 3. Review the costs
for each task relative to the cost of resources
thus far assigned to the task 4. For Task1
on the Gantt chart, enter 10.00 as the fixed
cost for the costs incurred in traveling
to/from the store to purchase the VCR tape 5.
Enter 5.00 Fixed Cost amounts for Task4, Task6,
Task8, Task10, and Task12 for the
infrastructure and utility costs associated with
VCR taping
65
Define when Costs Accrue
4
2
1
1. Click back into help dialog box and click the
arrow to move to the next lesson (Define
when Costs Accrue) and review the text 2. Select
the Cost option on the submenu of the Table Cost
option on View submenu 3. Review the cost
entries for each Resource 4. Double-click the
Resource Name for Resource1 to open the Resource
Information dialog box and click the Costs tab
followed by clicking the down arrow to
display the selector list of Cost Accrual
methods (Click cancel to exit the Resource
Information dialog box)
4
4
66
See the Cost of Resource or Tasks
2
3
1
1. Click back into help dialog box and click the
arrow to move to the next lesson (See the
Cost of Resource or Tasks) and review the
text 2. Select the More Views option of the view
submenu 3. Move the Window Navigation button to
review the additional views available for
reviewing project data (Click Cancel button)
67
See the Cost of the Entire Project
2
2
3
3
1
1. Click back into help dialog box and click the
arrow to move to the next lesson (See the
Cost of the Entire Project) and review the
text 2. Select the Project Information option of
the Project submenu to open the Project
Information dialog box 3. Click the Statistics
button on the Project Information dialog box and
review the statistical information on the
project (Click Close button)
68
See the Entire Project on the Screen
3
4
1
4
1. Click back into help dialog box and click the
arrow to move to the next lesson (See the
Entire Project on the Screen) 2. Click the Begin
the lesson link and review the displayed text 3.
Select the Zoom option of the View submenu 4.
Select the Entire Project radio button on the
Zoom dialog box and click OK
2
69
Check the Projects Finish or Start Date
2
3
3
2
3
1. Click back into help dialog box and click the
arrow to move to the next lesson (Check the
Projects Finish or Start Date) and review the
text 2. Select the Project Information option of
the Project submenu to open the Project
Information dialog box 3. Click the Statistics
button on the Project Information dialog box and
review the statistical information on the
project (Click Close button)
1
70
Identify the Critical Path
2
3
4
3
2
4
1. Click back into help dialog box and click the
arrow to move to the next lesson (Identify
the Critical Path) and review the text 2. Click
the Gantt Chart Wizard on the toolbar followed by
clicking next on 1st Gantt Chart Wizard
dialog box 3. Select the Critical Path radio
button and click next on the 2nd Gantt chart
Wizard dialog box 4. Select the Resources and
Dates radio button and click next on the 3rd
Gantt chart Wizard dialog box Continued on Next
Slide
1
71
Identify the Critical Path - continued
5
6
7
5
5. Select the Yes radio button and click next on
the 4th Gantt chart Wizard dialog box 6.
Click the Format It button next on the 5th Gantt
chart Wizard dialog box 7. Click the Exit Wizard
button on the 6th Gantt chart Wizard dialog
box Note that all tasks are on the critical path
since each task is currently connected to the
previous task in a predecessor relationship
72
Switch to a Different View
3
4
3
4
4
1
1. Click back into help dialog box and click the
arrow to move to the next lesson (Switch to
a Different View) and review the text 2. Note
that you can switch to a view within the context
of specific aspects of the project that need
to be changed or a current focus in monitoring
the progress of the project 3. Select the
Gantt Chart option of the View submenu followed
by selecting the Entry option on the
cascading Table submenu (Note that the Gantt
chart now appears in the data entry view) 4.
Note that a number of different types of tables
exist within which the Gantt Chart can be
displayed, depending on what you wish to focus
the view at a particular time
73
See Different Fields in a View More Views or
Tables
2
2
3
3
1
1. Click back into help dialog box and click the
arrow to move to the next lesson (See
Different Fields in a View) and review the text
2. Note that you can select the More Views
option of the View submenu to open a More
Views dialog box and select another type of
view 3. Note that you can select the More Tables
option of the cascading submenu of Tables
options to open a More Tables dialog box and
select another type of table (Also Note that
the More Tables dialog box provides more
Tables for Tasks or Resources)
74
Display Specific Information by Using a Filter
3
4
3
4
4
4
2
2
1. Select the Gantt Chart (Table Entry) View to
display 2. Click back into help dialog box and
click the arrow to move to the next lesson
(Display Specific Information by Using a Filter)
and review the text (Note click the word
filter in the text to display its text box) 3.
Select the Filtered for option of the Project
submenu followed by selecting the Task Range
option of the cascading Filter for submenu to
open the Task Range dialog box 4. Enter Task
ID 3 and 11 in the Task Range dialog box and
click OK (Note that the Gantt Chart now
displays Task4-Task11) 5. Return the view back
to All Tasks
75
Sort Information in a View
3
3
4
4
2
1. Select the Resource Sheet View to display 2.
Click back into help dialog box and click the
arrow to move to the next lesson (Sort
Information in a View) and review the text 3.
Select the Sort option of the Project submenu
followed by selecting the by Name option of
the cascading Sort submenu (Note that the
Resources are now sorted in Ascending order by
Task Name) 4. Select the Sort option of the
Project submenu followed by selecting the
Sort by option of the cascading Sort for submenu
to open the Sort dialog box (Note that
several Sort criteria can selected in either
ascending or descending order), click Cancel to
close the dialog box 5. Return the view back to
Sort by ID
76
Group Information in a View
3
4
5
5
4
4
5
1. Select the Gantt Chart (Table Entry) View to
display 2. Click back into help dialog box and
click the arrow to move to the next lesson
(Group Information in a View) and review the
text 3. Select the Group by option of the
Project submenu to open the cascading Group by
submenu (Note the different criteria on which
either tasks or sources can be grouped) 4.
Select the More Groups option to open the More
Groups dialog box (Note the other Group by
criteria that can be selected), click cancel to
close the dialog box 5. Repeat step 3 and then
select the Customize Group By option to open the
Customize Group By dialog box (Note how you
can customize the grouping of tasks or
resources, even groupings within groupings),
click cancel to close the dialog box
2
77
MS Project Server Information
1
1. Click back into help dialog box and click the
arrow to move to the next lesson (See MS
Project Server Information with MS Web Access)
and review the text 2. Click back into help
dialog box and click the arrow to move to the
next lesson (Review MS Project Server
Information in MS Project) and review the
text 3. Note that a Microsoft Project Server
must be configured to use it for publishing
project information to the web
2
78
Check and Adjust a Task Schedule
2
2
3
1
1
1. Click back into help dialog box and click the
arrow followed by clicking the Start the
Lesson button to move to the 1st Adjust the
Schedule lesson (Check and Adjust a Task
Schedule), review the text in the next lesson 2.
Double-click the Dependency Link between Task4
and Task5 to open the Task Dependency dialog
box (Note that clicking the Type drop-down arrow
displays the selector list of dependency
types to which the dependency can be changed) 3.
Click cancel to leave the Dependency unchanged
79
Overlap or Delay Tasks
2
2
3
3
3
1
1. Click back into help dialog box and click the
arrow to move to the next lesson (Overlap or
Delay Tasks), review the text 2. Double-click
Task4 to open the Task Information dialog box
3. Click the Predecessor tab to change its
Duration to 10m and the lag time its
predecessor (Task3) to 1h and click OK
(change made to accommodate stopping taping at
the conclusion of Hardball) 3. Repeat the
Duration and Lag changes for Tasks 6, 8, 10, 12
80
Check and Adjust Constraints and Tasks
2
2
2
3
1
3
1. Click back into help dialog box and click the
arrow to move to the next lesson (Check and
Adjust Constraints and Tasks), review the
text 2. Click the Tables option of the View
submenu to select the More Tables option of
the cascading submenu to open the More Tables
dialog box 3. Select the Constraint Dates
option in the More Tables dialog box and click
Apply (Note that the Constraint Type and
Constraint Date columns now appear)
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