Affiliate marketing – Wikipedia.MS – PROJECT – Tutorial | PDF | Project Management | Business

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Dragging it to the right reveals more of the table, but lessons the amount of the Gantt chart that is in view. Dragging it to the left does just the opposite. Click View on the menu bar at the top of the display. With the View menu pulled down, click Gantt Chart. In most cases this was the view you were placed in to begin with so nothing changes. In the Task name field, type in several task names, one to a line. Use the down arrow to move to the line below after typing a task name.

In order to insert a task, between two tasks, position the cursor on the task above the point in which the insertion is to be made. Click on insert on the menu bar and then enter the task name. Once you’ve entered a task name, simply hit the down arrow, to enter the next name on the line below. If you should skip a task, its easy to go back and insert the task in the list. Position the cursor on the cell of the task that is to have a task inserted before it.

Click on Insert on the menu bar and then Insert Task. This is basically a grouping tasks into phases, which makes it easier to track a project and also makes it easier to read the task list. Grouping is done by indenting tasks. A task can also be removed from a group and that is called out-denting. Tasks that are subordinate to a higher level task on the work break down structure are so indicated by subordination.

In the Task name field, select the task you want to indent or out-dent by boxing it as you would in any spreadsheet.

Boxing is done by simply clicking on the cell in which the task resides. Click on the indent button to indent the task or out-dent button to outdent the task. These buttons are found on the second row of tools below the menu bar in the upper-left-hand corner.

You can also highlight a number of tasks and then click on the indent button to indent the entire collection of tasks at once. These are called outline numbers. If we indent 3 tasks under a particular task say task no. To display the outline no. From the drop-down menu, click options and then click the view tab. To show outline no. You will obviously have to change many of these.

Doing so requires the following. In the Duration field enter the duration. Note : A milestone is a task whose duration is zero days. Any task can be changed to a milestone by changing duration to zero.

You will not need to enter the durations of tasks which have subtasks subordinated below them. These tasks have their durations calculated as the sum of all the demoted task durations.

Consider the following list of tasks: NO. It is not possible for the user to change this. The same can be said for subtasks when they have sub-subtasks. MS Project accepts durations in minutes, hours, days or weeks. When entering data into the duration filed, use the following designations for minutes m , hours h , days d , or weeks w.

The default is days d and therefore, the “d” is optional and need not be entered when the intent is to enter durations in days. MS Project has its own built-in understanding of time and it is making a lot of assumptions about the way in which you work. For example, it is assuming 8-hour work days, five-day work weeks and that you do not work on Sat. To see this, view the. You can change these, but you cannot assign a task ID number that has already been assigned. For example, it is assuming 8-hour work-days, five-day work weeks and that you do not work on Sat.

To see this view the project in the Calendar view; notice the duration of the tasks and how they fall across weekends as necessary to fill up the required number of weekdays. Inserting Columns You can insert columns within any table in the Gantt view.

Make certain that your first task is a summary task under which all other tasks are subordinated. Include a cost column in the entry table next to the duration column. You can also include major function, output, and input columns within the entry table simply by clicking on Insert and then Column and typing in the name of the column, followed by clicking on OK..

To show that a particular task can begin only when the predecessor task has completed, the two tasks must be linked. After you decide the task sequence, you can link the tasks, as follows. In the task name field, select two or more tasks that you want to link. To avoid confusion, it is best to select only a pair of tasks at a time. The first task you click on will be assumed to be the precedent task and the second task that you click on will be assumed to be the subsequent task.

Click the Link task button on the tool bar. It is the button with the solid chain link icon. MS Project generally links tasks as Finish-to-Start tasks, i. Several precedent tasks can be linked into a single subsequent task, but this has to be done in pairs in which each precedent task is clicked on first, followed by a click on the subsequent task. In the task name field, double click the task you want to link.

The task information dialog box appears. Click the predecessor tab. In the ID field, type the ID number of the predecessor task this is the number in the column to the left of task name field. Click in the Type box and then click the drop down arrow to see the four types of dependency relationships that can be established. You can also select link under the Edit menu item on the menu bar after selecting the pair of tasks to be linked. In these latter cases, the analyst wants tasks to start together or finish together.

To change the link type, identify the starting task by clicking on it. Select the predecessors tab and click on the link type field. To do so, begin in the Gantt View with the Entry table visible. Slide the partition to the right to expose as much of the entry table as possible. You should see two side-by-side columns the start column and the finish column.

By changing any of the dates in these columns, you are setting a hard date constraint. If you do so, a flag will appear in the very first column of the entry table, the column labeled I for information. If you rest the cursor on that flag, a message appears that informs you of the hard date constraint that has been applied to the task.

Only one hard date constraint can be set per task at the start date or at the stop date, but not both. Resources can be places, departments, businesses, people, equipment–anything required to complete an activity. When you create an assignment, you assign a resource to a task. The resource issue makes the project. You can assign: Individual resources Assign resources part time Several resources Remove resources from a task Replace one resource with another.

In the Task name field, select the task to which you have to assign a resource. Click on the assign resource button on the tool bar button with 2 faces on it.

In the Name field, type in the name of the resource. Click assign. This is a bad assumption in the software business because as Brooks [1] pointed out, men and months are not interchangeable unless there is no interaction between them. If you decide to split your job with another person, you will have to spend some time training the other person to do your part of the job. Then you will have to interact with the other person as the two of you together build the interfaces that are necessary between each person s module s.

Clearly, the time is not split in half. In the Task name field, select the task to which you have to remove a resource. Click on the assign resource button button with 2 faces on it. Select the resource you want to remove. Click Remove. To print the required view,.

The numbers to the left will appear automatically if you add the WBS column as demonstrated in class. The numbers shown in the WBS column above are there to indicate subordination. This is precisely what the 1. Likewise, Management Supervisor Technical Clerical. Notice that, for the walk-throughs, all resources get assigned. MS Project will try to cut the duration to something less than one day. You must re-set the duration to one day for the walk-throughs once all resources have been assigned.

Explain why summary tasks have no stated duration in the table above. Explain why the first subordinate task immediately below a summary task has no predecessor. The end result of all of these tasks and assignment entries is the following:. It also helps you to determine how closely the final project cost matches its estimated cost and also helps in planning for the future. For hourly rates, you can assign a standard rate, which is the rate you pay a resource during normal working hours.

Rate is the amount you will pay the resource for any overtime that it does. To resources that charge a flat amount to do a job, you can assign a fixed cost per use. On the View baron the left, click Resource sheet 2. In the Std. Rate, Ovt. On the View Bar, click Gantt Chart. On the View menu, click on Table, select Cost from the list and then click on Cost. In the Fixed Cost field for the task, type-in the cost 4. A fixed resource cost is added to other resource costs when MS Project calculates the total cost of a task, but doesn t depend on the time a resource spends working on the task.

In the Task Name field, select a task. On the Window menu, click Split. In the Resource Name field, select the resource name. If a new, undefined resource is to be assigned, it must be added to the list, so do so. On the format menu, point to details and then click Resource Cost. In the Task type box, click Fixed Duration. In the units field for the resource, type 0 and then click OK 8. In the Cost field, type the fixed resource cost. On the Window menu, click Remove Split.

Notice how this task is displayed on the Gantt Chart. You can:. View cost per resource. View the total project cost. View cost per task The sum of individual task costs make up most if not all of the total project cost. To view the total cost of each task 1. On the vertical View Bar on the left, click Gantt Chart. Select View on the menu bar, click Table, and then choose Cost. Scroll the table on the left to view the Total Cost field.

Alternatively, pull the partition back to the right to view more of the table and less of the Gantt Chart. View the cost per Resource This helps you to know the total cost of that resource for all the tasks the resource is assigned to. On the vertical View Bar on the left, click Resource Sheet. On the Project menu, click Project Information. Click Statistics. Perhaps you would like to view project costs on the Entry table which is the default table that loads up with MS Project when it is booted.

You would like an additional column to appear right after the name field and right before the duration field. First position the highlight anywhere in the duration column. The click on the insert item on the menu bar. Then, click on Column In the Column Definition dialog box that appears, click on the drop down arrow associated with the Field Name field, the first field in the box. The list of columns that you can insert appear alphabetized by name.

Scroll to cost and click on it. Now, click on the OK button in the upper right corner of the box. The column now appears in your table exactly where you want it. And, now you can see all of your costs. The main goals of analyzing your project plan are to: Shorten the schedule, to meet project deadline. Distribute the work load evenly, by resolving resource over allocations, so that no resources are overworked. Reduce costs to a minimum, to save money and complete the project within your budget.

The main factors that affect how MS Project determines a task s start and finish dates are: Placement. In a logically ordered set of tasks, the tasks are usually performed in the order in which they appear in the task list.

Several factors affect duration, but, in general, the longer the duration you enter, the later a task finishes. Changing the duration may change the task finish date. Task dependencies.

The type of link you establish between two tasks determines whether the successor task starts after the predecessor task is complete. By replacing one type of link with another, you can change the task s start and finish dates and, perhaps the project end date.

Overlap and delay. The overlap or lead-time you add between two tasks causes the successor task to begin earlier. The delay or lag time between two tasks causes the successor task to begin later.

You can force a task to start or finish on or near a date you specify by entering a start or finish date yourself or you can change the default constraint, as soon as possible to an inflexible constraint such as Must start on or Finish no later than.

Its however better to let MS Project calculate and, if the schedule changes, recalculate. Assigned resources. When you assign resources to a task, the task duration can change. Generally, more the resources you assign to a task, shorter its duration becomes.

If you assign resources to a task, then by default, MS Project calculates a task duration based on the amount of work required to complete the task, the number of resources allotted, the working times and work assigned to the resources. By changing the amount of work required to accomplish a task, you can change the task duration and thus the final date. Task type. By default each task is a fixed units task. You can change the task type to fixed duration or fixed work.

Tasks that can delay a project are called critical tasks and the ones that do not delay are called non-critical tasks.

Critical tasks make up a special path known as the critical path. The critical path is the sequence of tasks that ends on the latest finish date, i. As previously mentioned in the main body of this chapter, the critical path is the longest path through the network and the path that determines the duration of the total project.

When you want to shorten the schedule, the critical path has to be shortened. For one you can right click anywhere in the Gantt Chart, select Gantt Chart Wizard and select Critical Path off the list of options that it gives you. Another way is to change the view as follows: 1. On the view bar, click More views. On the View Bar, click more Views 2. In the Views list, click Detail Gantt, and then click Apply.

Slack on a task appears graphically as thin slack bars adjoining the regular Gantt bars. Drag the divider bar to the right to view the free slack and total slack fields To change the default slack time for critical tasks 1.

On the tools menu click Options, and then click the Calculation tab. In the Tasks are critical if slack is less than or equal to box, enter the amount of slack time. Adjusting non-critical tasks will not shorten the schedule. The actions you can take to shorten your schedule fall into two categories.

Shorten task duration: This can be done by decreasing the duration directly, by decreasing total work,,assigning more resources to a task, by assigning overtime work and by increasing a resource s work schedule. Compress the schedule by making the tasks start sooner: This can be done by combining or deleting tasks, breaking down a task into non-critical subtasks, by adding lead time to a task, changing the task dependency, type of task etc.

Breaking down a critical task into non critical subtasks 1. On the view bar click more views. In the Task Name field, select a single task on the critical path that could be completed in several steps. Click Unlink Tasks. Remove the resources assigned to the task. Select the task beneath the task you want to change, and then click new task on the insert menu.

Repeat step 6 for each subtask you want to add. For each new task, type a name in the Task name field and a duration in the Duration field. In the task Name field, select all the new tasks, and then click Indent to make them subtasks of the original task. Click Link task. Exercises 1. The Irving Companies are a small conglomerate specializing in health-related businesses, from wholesale planning to in-home health care and medical supplies.

The company wants to replace its old legacy systems with an ERP system. Define the business case 60 days 2. Specify requirements 10 days 3. Select an ERP vendor 10 days 5. Install the system 6. Install phase 1 10 days. Install phase 2 10 days 8. Install phase 3 12 days 9. Perform parameterization Parameterize phase 1 22 days Parameterize phase 2 15 days Parameterize phase 3 14 days Perform Testing Test phase 1 of the system 20 days Test phase 2 of the system 20 days Test phase 3 of the system 30 days Conduct Overall testing 5 days Conduct acceptance test 2 days Perform Training Train for phase 1 cut-over 10 days It covers all the topics taught and aims to act as a support aid for any tasks carried out by the user after the course.

The manual is divided into sections, each section covering an aspect of the introductory course. The table of contents lists the page numbers of each section and the table of figures indicates the pages containing tables and diagrams. Objectives Sections begin with a list of objectives each with its own check box so that you can mark off those topics that you are familiar with following the training.

Instructions Those who have already used a Project file before may not need to read explanations on what each command does, but would rather skip straight to the instructions to find out how to do it. Look out for the arrow icon which precedes a list of instructions. When dialog box options are referred to, the following style has been used for the text E.

Some of these terms are illustrated below. SS marks the scheduled start time for Task A. By default, all tasks are scheduled to start at the earliest possible time, unless you specify otherwise.

In the example above, Task A is scheduled to start later and therefore has been delayed. All tasks on a critical path must be completed on time for the project to finish on time. If one task on a critical path is delayed, then the project is delayed. The original project plan, including the time schedule and resource and cost allocations. The baseline is used for comparing projected values to A project tracking function recording the difference between the budgeted cost of the work performed and the actual cost.

Values below the baseline show an overspend and positive values denote cost savings. The sequence of tasks or activities whose schedules and durations directly affect the date of overall project completion. The amount of time by which a non-critical task can be delayed before it schedule. A graphical representation of a project schedule showing each task as a bar, the length of which is proportional to its duration.

Many project management packages use a spread sheet section to the left of the Gantt chart to display additional information. A task whose duration is calculated based on the time span between its predecessor and successor activities. A bar chart that shows resource workloads over a time period.

The amount of time between the finish of a predecessor task and the start of a successor task. The amount of time that a task is permitted to start before its predecessor is finished. A measurement of resource usage on a task per unit of time. Different methods of loadi project. A loading pattern that allocates resource usage as late in the task as possible.

The contour-loading pattern assesses which resources are left over after allocation to the critical tasks and spreads these resources among the remainder. When using fixed-loading algorithms, you specify the actual amount of resource allocated to the encompassing tasks.

Front loading systems will attempt to allocate resources as early in the task as possible. This loading pattern allocates the resource usage on a by day basis in a task. This will usually be done without causing any one task to be over committed. A project event that represents a checkpoint, a major accomplishment or a measurable goal. Organisational Breakdown Structure codes are used to identify tasks by resource groups in a hierarchical format. OBS codes are often used to reflect departmental structure in a company or code of accounts, and can also be used for filtering tasks.

Project Evaluation and Resource Tracking charts, also called network diagrams. Network Diagrams are a graphical depiction of task dependencies, and resemble flow charts. Dependencies are shown by connecting lines or arrows indicating the work flow. In dependency relationships, the predecessor is the task that must be started or completed first. Best defined as a body of knowledge, a set of principles, or techniques dealing with the planning and control of projects.

Any person, group of people, item or equipment, service or material used in accomplishing a project task. The process of resolving resource conflicts. Most project management programs offer an automated resource levelling routine that delays tasks until the resources assigned to them are available.

Task durations determined by the program and based on the number of an allocation of resources, rather than the time available. Both individual tasks and entire projects can be resource-driven. A group of activities which are treated as a single task in a master project schedule. Subprojects are a way of working with multiple projects that keep all the data in one file rather than in independent files. In a dependency relationship between two tasks, the successor is the task that must await the start or completion of the other.

Work Breakdown Structure codes are used to identify tasks in a hierarchy. Many project management applications associate these codes with an outline structure. WBS codes can be used to filter the project schedule for tracking and reporting purposes. Consciously or sub consciously we all apply these skills in the daily administration of our work. Where a major undertaking has to be completed, these skills are not only brought into focus but must be applied in a much more structured format.

We must take on the jargon and techniques of the Project Manager as well as become familiar with the “Tools of the trade”. To review the skills that are relevant to project management The ability to define the Goal, Objective, Specifications and Limitations of a project.

The ability to define the individual tasks in sufficient detail and sequence to meet the objective with the minimum of problems, and within the defined time scale. Task attributes should include some or all of the following Objectives Time constraints Milestones Task s on which this Task is Dependant Estimated Duration: – Task s that are dependent on this task Optimistic estimate Itemised task Budget Pessimistic estimate Resources required completing the Task.

The ability to manage the progression of the tasks in terms of their resources, start times and finish times. The production of appropriate progress reports. As the complexities of these undertakings increase so the importance of discipline and structure increase and the Project Manager must look to the tools that can help which is where Microsoft Project comes into the picture. Setting out the Goal and the Objectives together with the Specification and Limitations within which the undertaking must be completed.

Plan The Project Planning of all the activities, resources, and estimation of materials and time scales. Some of this planning may have to be done at an appropriate level for cost estimation before the project can be agreed. Once the decision to go ahead has been taken the skills of the Project Manager are used to define the details of the planning stage.

When this has been completed and agreed it will become the “Plan” or the base line against which progress can be measured. Implementation A leap into the void! Notes: A poorly planned project will take three times longer than the original plan.

A wellplanned project will only take twice as long. A project that will be completed without changes, on time and within budget has never been known in the past and will never happen in the future. Microsoft Project will help! Monitoring And Adjusting Recording Actual Progress Once the project is under way, the progress of each activity is recorded.

This information can then be compared against the Plan and the differences highlighted. Revising The Schedule The process of minimising the effect of problems and delays on meeting project deadlines is achieved by adjusting and updating the Schedule to meet the changed circumstances. As the project progresses and when it has been completed the process of evaluation should be used to learn the lessons for the next time.

Microsoft Project – Operational Basics Microsoft Project Has The Following Capabilities: Highlights 1 million tasks per project depending on free RAM 1 million resources per project Calendar dates from to Gantt charts to show project schedules graphically on a time scale with scaling from minutes to years. Network Diagrams to show task relationships. Outlining to group and arrange project tasks in hierarchical order. Filters to view selected information.

Resource usage and Graph views and reports to quickly identify resource availability and costs. Custom fields so you can track additional information unique to your project.

If time, money, or what your project accomplished were unlimited, you wouldn’t need to do project management. Unfortunately, most projects have a specific time limit, budget, and scope. It is this combination of elements time, money, and scope that we refer to as the project triangle. These competing elements are also known as the triple constraints of a project.

Understanding the project triangle will enable you to make better choices when you must make trade-offs. For example, if you decide to adjust the project plan to: Bring in the scheduled finish date, you might end up with increased costs and a decreased scope.

Meet the project budget, the result might be a longer schedule and a decreased scope. Increase scope, your project might take more time and cost more money in the form of resources, such as workers.

Changes to your plan can affect the triangle in various ways, depending on your specific circumstances and the nature of your project. For example, in some instances, shortening your schedule might increase costs. In other instances, it might actually decrease costs. In terms of the project triangle, resources are considered a cost item.

So as you adjust resources to accommodate more or less work or to reflect their availability, your costs go up or down correspondingly. These costs are based on resource pay rates.

You also may notice that as you adjust resources, your schedule changes. For example, if you have several resources over allocations and you level the project, the schedule might now include split tasks and delays that extend the finish date.

In most projects, at least one side of the triangle is “stuck,” meaning that you can’t change it. On some projects, it’s the budget. No matter what, you won’t get more money for the project. On others, it’s the schedule;; the dates can’t change. Or it’s the scope;; there will be no change in deliverables The trick is in finding the “stuck” or fixed sides of your project’s triangle. That tells you what you can change and where you can adjust if there’s a problem. Phrasing the problem as a statement can help you clarify which side of the triangle is in trouble.

Knowing which side of your triangle can’t be changed will help you know where you can adjust. So when you begin optimizing, consider the following order of decisions. First, decide which of the three elements is fixed. This is typically the element most important to the success of your project finishing on time, on budget, or with the agreed-upon scope.

Then, determine which side your current problem occurs on. Once you’ve done that, you’ll know what elements you have to work with to get your project back on track. If the problem side and the fixed side are the same, you have the remaining two sides of the triangle to work with. For example, if your project has to finish on time and your problem is that it’s taking too long, you can adjust resources or adjust scope to get the project back on track.

If the problem side is different from the fixed side, you’ll want to optimize by adjusting the remaining side. For example, if your project has to finish on time and it’s grown in scope, you only have the cost side to play with by, for example, by adding resources.

Know that when you adjust one side of the triangle of time, money, and scope, the other two sides are likely to be affected. They can be affected positively or negatively, depending on the nature of your project.

For example, if you adjusted your plan to bring in costs, check whether your finish date is still acceptable Lead and Lag Times Edit tables by adding and removing columns Change column labels Create a table The system will allow the user to organise these tables so they can be used to maximum effect.

The content of the table is also dependent on the area of project management they are used for. There is a difference between tables for Tasks and table for Resources. Modifying Or Editing An Existing Table The idea of changing a table structure is to make its use more appropriate to the needs in terms of what information the user needs to view.

For a task table there are over one hundred possible columns from which the structure can be chosen. For Resources the number of possible columns is approximately thirty. The following dialog box Figure will show a list of the fields that make up the table.

A space will appear and the new field can be selected. The structure of the table is built up by selecting the fields in the appropriate order. When you decide which type of table you would like to create click on the NEW button. OR Another option which saves time is to copy an existing table and add or remove fields as necessary and rename it. Add, edit or delete fields as covered in the previous section. Click OK to save the table.

There is no need to recreate them in other files we have the organiser tool to allow us to transfer these objects for reuse elsewhere The global template is the file that is used every time you create a new project file this works similarly in word and excel.

It stores all the objects necessary to create a file with no data. Using the organiser to transfer any of the objects we create into it every time we create a new project those objects will be available for use in the new file. This includes tables, views, filters, groups, reports, macros, calendars tasks or resource objects Even better when these objects are in the global template any file you open created from another source that lacks the useful objects you have been using you simply transfer them from the global template into the new file and they are then available for use.

If you have several project files open use the drop down arrows in the boxes to correctly identify the files. MPT file if a file from another source is being used copy the other way for your objects to be used in other files. When the transfer of objects is complete click the cross in the top right hand corner of the dialog to close the organiser. Creating any new project now will include the objects you have transferred ready for immediate use.

It is also possible to define in what way these dependencies exist. For example, if you have two tasks, “Dig foundation” and “Pour concrete,” the “Pour concrete” task cannot begin until the “Dig foundation” task is complete. The dependent task can begin any time after the task that it depends on begins. The SS link type does not require that both tasks begin simultaneously. For example, if you have two tasks, “Pour concrete” and “Level concrete,” the “Level concrete” task cannot begin until the “Pour concrete” task begins.

The dependent task can be completed any time after the task that it depends on is completed. The FF link type does not require that both tasks be completed simultaneously.

For example, if you have two tasks, “Add wiring” and “Inspect electrical,” the “Inspect electrical” task cannot be completed until the “Add wiring” task is completed.

The dependent task can be completed any time after the task that it depends on begins. The SF link type does not require that the dependent task be completed concurrent with the beginning of the task on which it depends. For example, the roof trusses for your construction project are built offsite. Two of the tasks in your project are “Truss delivery” and “Assemble roof.

The FS link is by default not shown in the predecessors column but add one of the other link type contractions after the predecessor number and press enter the link will change and the result shown in the Gantt chart.

The picture below shows a start to start relationship. Click OK when you have made the necessary adjustments More Links, Lead And Lag Times From the previous examples you have seen in the task information dialog, predecessors tab and in the task dependency dialog a box called lag this is a box allows you to fine tune these Link relationships by specifying Lag or Lead times as required. You enter the lead time as a negative value Lag A Lag time is a delay between two tasks that are linked by a dependency.

For example, if there must be a two-day delay between the finish of one task and the start of another, you can establish a finish-to-start dependency and specify two days of lag time for the successor task.

You enter the lag time as a positive value. Applying lead and lag time in the dialog boxes should now be easy but the method of entering it in the predecessors column may not be so obvious although it is the most efficient way of working with your links You may return to the standard Gantt view at any time by using the VIEW button and selecting a different view.

From this form the data relating to the specific task can be changed which includes progress information. Where progress data is being entered, Actual should be selected. Actual Start Date and time for the Task.

Actual Completion date and time for the Task, if completed. This box can set up a specific constraint on the start or end date for the task. There are a fixed number of choices which are shown in a list for selection.

The priority relates to which tasks can be delayed. If nothing is entered, ID number is shown. This will be looked at in more depth later. It also includes boxes for Rollup and Hide Gantt Bar. Predecessors Shows any predecessors set and allows you to add others, change the relationship and introduce Lag or Lead time. Resources You can add or modify resources plus change the task from being resource driven to fixed duration. Notes This allows you to add a note. This could be a fuller description of the task, allowing you to use a cryptic title.

Custom Fields This allows you to add custom fields to the task. We have already seen the use of the general and predecessors tabs in detail. In this section we will have a look at the advanced tab. Flexible Constraints Are constraints that are flexible and does not tie a task to a single date.

The default for most projects would be ASAP. Work with task dependencies to make a task occur as soon or as late as the task dependency will allow. For example, a task with an As Soon As Possible ASAP constraint and a finish-to-start dependency will be scheduled as soon as the predecessor task finishes.

By default, all tasks in a project that is scheduled from the start date have the ASAP constraint applied. If you change a task scheduling mode from manually scheduled to automatically scheduled, the task constraint will be set to As Late as Possible ALAP.

Semi Flexible Constraints Constraints with moderate scheduling flexibility will restrict a task from starting or finishing before or after a date you choose. For example, a task with a Start No Earlier Than SNET constraint for June 15 and a finish-to-start dependency to another task can begin June 15 if its predecessor is finished by June 15 or later if its predecessor finishes after June 15 , but it can’t be scheduled before June With a SNET constraint applied, the successor task cannot begin before the constraint date, even if as shown here the predecessor task is completed before the constraint date.

Inflexible Constraints Inflexible constraints are constraints that are inflexible because it ties a task to a date. They override any task dependencies by default and restrict a task to a date you choose. For example, a task with a Must Start On MSO constraint for September 30 and a finish-to-start dependency to another task will always be scheduled for September 30 no matter whether its predecessor finishes early or late.

If a task that is constrained to a date has a predecessor that finishes too late for the successor to begin on the date specified in the constraint, negative slack can occur.

If the deadline date passes and the task is not completed, Project will display a task indicator next to the task in the table. The deadline can also be displayed on the Gantt. The Indicators field is located to the right of the ID field and appears in a number of tables. Deadlines don’t usually affect task scheduling. They are used to indicate a target date you don’t want to miss, without requiring you to set a task constraint that could affect scheduling if predecessor tasks change.

A task with a deadline is scheduled just like any other task, but when a task finishes after its deadline, Project displays a task indicator notifying you that the task has missed its deadline. Deadline dates can affect the total slack on tasks. If you enter a deadline date before the end of the task’s total slack, total slack will be recalculated by using the deadline date rather than the task’s late finish date.

The task becomes critical if the total slack reaches zero. You can set deadlines for summary tasks as well as individual tasks.

If the summary task’s deadline conflicts with any of the subtasks, the deadline indicator signifies a missed deadline among the subtasks. The task is scheduled to finish on the deadline date, though the task could still finish after its deadline if its predecessors slipped.

Click the Advanced tab. This is called inactivating the task. The task remains in the project plan, but does not affect resource availability, the project schedule, or how other tasks are scheduled. Why would you want to inactivate a task?

 
 

 

Tutorial Ms Project | PDF | Project Management | Microsoft Windows

 

You can change the default data and formula to meet your needs. We plan our resource and time-lines based on the requirements, deliverables and available team and bandwidth. Project Management Dashboard template helps you to track all the projects, tasks and its progress and status of each task and project.

You can daily add the data to update the Dashboard. This is the must have tool for every project Manager. Here is Project Management Dashboard Template in Excel, free template to manage multiple projects more effectively. You can add as many projects which you want in this template.

This template contains 10 Projects and 40 Tasks for illustration purpose of Dashboard and Other sheets. Excel Project Management Dashboard Template is developed using Microsoft Excel using Macros to handle multiple projects in a single workbook.

And we have provided simple interface and controls to navigate the template items. This PM Dashboard Template is in. We have provided four worksheets for different purposes. Two worksheets to enter the data and two sheets for representing the data in graphical manner. Below is the pictorial representation of the Project Management Dashboard Design. We have covered the detail explanation of each worksheet and its functionality. Understanding of purpose of each sheet helps to easily manage your projects and update the dashboards.

Here are the different elements and objects used in this worksheet. We have used tables, charts, shapes and form objects to develop this Dashboard Template. This helps to understand the completion of the project and its status. Gantt Chart: Helps to understand the status of each task. Actual Plan vs completion and Pending work. Tables or List Objects: Provided to enter the information with predefined format.

For example, Tasks in Data Sheet. We have created this template using 4 important worksheets. Here are the details about each sheet and its use in creating Project Management Dashboard Excel Template. Dashboard and Project Plan sheets are used to represent the data in graphical format. Project Summary Sheet: Enter the list of your projects here.

This sheet is provided to enter the list of projects in the Projects field of the Table. Data Sheet: You can enter the task details of the projects in this sheet. You can add all the tasks of a project and add the all the tasks of the next project. You can also enter the data in any order and sort the table by Project Field. Project Plan: This is the worksheet where you can select a project from the drop-down to see it details and Gantt Chart.

We have provided different controls to use the sheet. And other information helps you understand the project schedules and progress. Dashboard: Dashboard Sheet is the high-level Project Management Dashboard contains the important information.

Objective: You can enter the objective of the Project and importance of the project with a brief project background. Milestones: You can enter key milestones of the project and its start and end dates.

Resource: This helps you to enter the people allocated to this project and their roles and hours spending on this project. Top 3 Risks: You can also mention the top 3 risk which are facing while developing the project.

Key Notes: Enter all other important notes which you would likes to communicate with you senior management and teams.

Here are the step by step instructions to manage your projects using Project Management Dashboard Templates in Excel. Please let us know your feedback and suggestion on our Project Management Dashboard Template. We will add new features and update this template regularly. Please do not forget to like. Please share this template with you peers, mangers, employees and other colleagues.

Free Excel Project Cost Estimator is another important template in Project Management , also called budget, cost effort estimation or cost analysis excel template. Project plan helps to understand the project timelines and list of the tasks. Download free minutes of meeting excel template for project management. Project initiation is an important task in understanding requirement of clients. This is a simple dashboard, I have used a dummy store data for illustration purpose. Read more and learn to build a simple sales performance dashboard.

Example dashboard is attched in the post, you can download and have a look into the file. In this dasboard:. This is a simple interactive dashboard developed using VBA, I have used a the last updated simple sample dashboard and enhanced it by using VBA. Here you can learn how to develop a simple interactive dashboard using sales data. Now seamlessly manage your projects, tasks, meetings, presentations, teams, customers, stakeholders and time.

This page describes all the amazing new features and options that come with our premium templates. You must be logged in to post a comment. COM provides free and premium project management tools, templates and dashboards for effectively managing the projects and analyzing the data. View Details. Search for:. In this topic:. How to use Excel Project Plan Template? You can select and change any option to understand the data in more efficient way to deliver meaningful insights.

Browse All Templates. Ultimate Project Management Template. Ultimate Resource Management Template. Project Portfolio Management Templates. Leave A Comment Cancel reply. Effectively Manage Your Projects and Resources. Project Management. Excel VBA.

 
 

MICROSOFT PROJECT TUTORIAL – PDF Free Download

 
 

Description: Tutorial for MS Project management. Flag for inappropriate content. Download now. Jump to Page. Search inside document. MS Project Tutorial.

Microsoft Project. Project Management. MS Project. MS Project Manual. Rugby Fitness Training – Fitness Fundamentals. Ms Project tutorial. S-Curve by MS Project 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. Create a milestone More information.

How To Use Ms Powerbook 2. Creating a New Project Creating a New Project Microsoft Project is a project management software program designed to assist project managers in developing plans, assigning resources to tasks, tracking progress, managing budgets, More information. ALL More information. European Computer Driving Licence.

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You will use the More information. Revealing the Secrets of Microsoft Project 2 Revealing the Secrets of Microsoft Project To know that one has a secret is to know half the secret itself. Project Management: Intermediate Microsoft Project Project Management: Intermediate Microsoft Project This document includes instructions for managing resources, updating project plans, and designing visual reports. Managing Resources in a Project More information. If necessary, More information.

Assign additional More information. Tasks can be added manually by typing them into the list Manually adding tasks put the project manager in control and is a good way to start Project Management is the discipline of planning, organizing, and managing resources to complete a specific goal.

Start your project Open Project and More information. Project Quick Reference. The Assignment Equation. EPM Architects www. 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 More information.

University of Sunderland. What project management software is, basic concepts, the tasks More information. Start and end dates for each summary More information. Resource Allocation in MS Project 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 More information.

Instructions for creating a data entry form in Microsoft Excel 1 of 5 You have several options when you want to enter data manually in Excel. Introduction Before considering resourcing the schedule it is important to ask yourself one key question as it will require effort from the scheduler or More information.

Microsoft Project Tutorial Boston University. Object-Oriented Analysis. John W. Satzinger Southwest Missouri State University. Robert B.

Select any of the featured More information. Multiple attributes associated with each schedule activity that can be included within the More information. Goals of the Unit. These instructions include all you need to know about adjusting your project in Microsoft Project Pro and may include instructions More information. Excel and Microsoft Project. Describe More information. It s just a macro enabled excel file that opens if you have Excel , , and on your Windows More information.

WBS Schedule Pro. DreamTeam User Guide. Product Usage and Best Practices Guide. Project planning with MindGenius 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 More information. This course takes students step-by-step through the features More information. Click on the Resource More information. With small project teams, you and your team members may interact in More information.

Besides More information. Time Management. Part 5 Schedule Development. Microsoft Project Activity 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 More information.

Open Workbench. User Guide. Importance of Project Schedules. The Quick Start Guide to professional project management. Thank you for choosing More information. If you re like most project managers, you juggle several projects at the same time. You may have several smaller projects that are part of a larger effort like More information. This document contains introduction to P2ware Project Manager 7 views P2ware Project Manager 7 walkthrough and shows how to create high quality plans More information.

Creating a Gantt Chart 5. The Gantt chart is the More information. How to : Create More information. FastTrack Schedule Tutorials Manual. With FastTrack Schedule 10, the new version of the award-winning project More information. Explore commands on the ribbon Each ribbon has groups, and each group has a set of related commands. Quick Access Toolbar Customize this area so your favorite More information.

Search help. More on Office. We can do this by re-organizing More information. P2O is automatically loaded when you open Ms Project or The add-in can be found under the M5 Tools menu. For Resources the number of possible columns is approximately thirty. The following dialog box Figure will show a list of the fields that make up the table.

A space will appear and the new field can be selected. The structure of the table is built up by selecting the fields in the appropriate order. When you decide which type of table you would like to create click on the NEW button.

OR Another option which saves time is to copy an existing table and add or remove fields as necessary and rename it. Add, edit or delete fields as covered in the previous section. Click OK to save the table. There is no need to recreate them in other files we have the organiser tool to allow us to transfer these objects for reuse elsewhere The global template is the file that is used every time you create a new project file this works similarly in word and excel.

It stores all the objects necessary to create a file with no data. Using the organiser to transfer any of the objects we create into it every time we create a new project those objects will be available for use in the new file. This includes tables, views, filters, groups, reports, macros, calendars tasks or resource objects Even better when these objects are in the global template any file you open created from another source that lacks the useful objects you have been using you simply transfer them from the global template into the new file and they are then available for use.

If you have several project files open use the drop down arrows in the boxes to correctly identify the files. MPT file if a file from another source is being used copy the other way for your objects to be used in other files. When the transfer of objects is complete click the cross in the top right hand corner of the dialog to close the organiser. Creating any new project now will include the objects you have transferred ready for immediate use.

It is also possible to define in what way these dependencies exist. For example, if you have two tasks, “Dig foundation” and “Pour concrete,” the “Pour concrete” task cannot begin until the “Dig foundation” task is complete. The dependent task can begin any time after the task that it depends on begins. The SS link type does not require that both tasks begin simultaneously. For example, if you have two tasks, “Pour concrete” and “Level concrete,” the “Level concrete” task cannot begin until the “Pour concrete” task begins.

The dependent task can be completed any time after the task that it depends on is completed. The FF link type does not require that both tasks be completed simultaneously. For example, if you have two tasks, “Add wiring” and “Inspect electrical,” the “Inspect electrical” task cannot be completed until the “Add wiring” task is completed.

The dependent task can be completed any time after the task that it depends on begins. The SF link type does not require that the dependent task be completed concurrent with the beginning of the task on which it depends. For example, the roof trusses for your construction project are built offsite. Two of the tasks in your project are “Truss delivery” and “Assemble roof. The FS link is by default not shown in the predecessors column but add one of the other link type contractions after the predecessor number and press enter the link will change and the result shown in the Gantt chart.

The picture below shows a start to start relationship. Click OK when you have made the necessary adjustments More Links, Lead And Lag Times From the previous examples you have seen in the task information dialog, predecessors tab and in the task dependency dialog a box called lag this is a box allows you to fine tune these Link relationships by specifying Lag or Lead times as required.

You enter the lead time as a negative value Lag A Lag time is a delay between two tasks that are linked by a dependency. For example, if there must be a two-day delay between the finish of one task and the start of another, you can establish a finish-to-start dependency and specify two days of lag time for the successor task. You enter the lag time as a positive value.

Applying lead and lag time in the dialog boxes should now be easy but the method of entering it in the predecessors column may not be so obvious although it is the most efficient way of working with your links You may return to the standard Gantt view at any time by using the VIEW button and selecting a different view.

From this form the data relating to the specific task can be changed which includes progress information. Where progress data is being entered, Actual should be selected. Actual Start Date and time for the Task.

Actual Completion date and time for the Task, if completed. This box can set up a specific constraint on the start or end date for the task. There are a fixed number of choices which are shown in a list for selection. The priority relates to which tasks can be delayed.

If nothing is entered, ID number is shown. This will be looked at in more depth later. It also includes boxes for Rollup and Hide Gantt Bar.

Predecessors Shows any predecessors set and allows you to add others, change the relationship and introduce Lag or Lead time. Resources You can add or modify resources plus change the task from being resource driven to fixed duration. Notes This allows you to add a note. This could be a fuller description of the task, allowing you to use a cryptic title.

Custom Fields This allows you to add custom fields to the task. We have already seen the use of the general and predecessors tabs in detail. In this section we will have a look at the advanced tab. Flexible Constraints Are constraints that are flexible and does not tie a task to a single date.

The default for most projects would be ASAP. Work with task dependencies to make a task occur as soon or as late as the task dependency will allow. For example, a task with an As Soon As Possible ASAP constraint and a finish-to-start dependency will be scheduled as soon as the predecessor task finishes. By default, all tasks in a project that is scheduled from the start date have the ASAP constraint applied.

If you change a task scheduling mode from manually scheduled to automatically scheduled, the task constraint will be set to As Late as Possible ALAP. Semi Flexible Constraints Constraints with moderate scheduling flexibility will restrict a task from starting or finishing before or after a date you choose.

For example, a task with a Start No Earlier Than SNET constraint for June 15 and a finish-to-start dependency to another task can begin June 15 if its predecessor is finished by June 15 or later if its predecessor finishes after June 15 , but it can’t be scheduled before June With a SNET constraint applied, the successor task cannot begin before the constraint date, even if as shown here the predecessor task is completed before the constraint date.

Inflexible Constraints Inflexible constraints are constraints that are inflexible because it ties a task to a date. They override any task dependencies by default and restrict a task to a date you choose. For example, a task with a Must Start On MSO constraint for September 30 and a finish-to-start dependency to another task will always be scheduled for September 30 no matter whether its predecessor finishes early or late.

If a task that is constrained to a date has a predecessor that finishes too late for the successor to begin on the date specified in the constraint, negative slack can occur. If the deadline date passes and the task is not completed, Project will display a task indicator next to the task in the table. The deadline can also be displayed on the Gantt. The Indicators field is located to the right of the ID field and appears in a number of tables. Deadlines don’t usually affect task scheduling.

They are used to indicate a target date you don’t want to miss, without requiring you to set a task constraint that could affect scheduling if predecessor tasks change. A task with a deadline is scheduled just like any other task, but when a task finishes after its deadline, Project displays a task indicator notifying you that the task has missed its deadline. Deadline dates can affect the total slack on tasks. If you enter a deadline date before the end of the task’s total slack, total slack will be recalculated by using the deadline date rather than the task’s late finish date.

The task becomes critical if the total slack reaches zero. You can set deadlines for summary tasks as well as individual tasks.

If the summary task’s deadline conflicts with any of the subtasks, the deadline indicator signifies a missed deadline among the subtasks. The task is scheduled to finish on the deadline date, though the task could still finish after its deadline if its predecessors slipped. Click the Advanced tab. This is called inactivating the task.

The task remains in the project plan, but does not affect resource availability, the project schedule, or how other tasks are scheduled. Why would you want to inactivate a task? For one thing, it can help you model the effects of schedule or resource constraints on the project without deleting tasks permanently.

Also, inactive tasks remain in the project plan, providing a record of cancelled tasks and enabling you to reactivate them if circumstances change. Instead, mark the tasks as completed. In the table portion of the view, select the task or tasks you want to inactivate.

The inactive task stays in the task list, but the text is dimmed and has a line through it. This method will work for any view containing a Gantt chart and a task list.

Tick the checkbox if you prefer not to see this warning in the future. For example, a two-day task that cannot have contiguous work might be split so that the first day of work is scheduled for Monday, and the second day is scheduled for Thursday. As you move the mouse cursor over the task on the Gantt the mouse cursor will have changed click on the task where you wish to split it and drag the cursor to the right to move the second part of the split task into the future. Drag the mouse cursor to the right until you connect to the second part of the task and let go of the mouse The task will join and have the same duration as the original task.

What most project workers do not realise that could save themselves a lot of problems is the fact that these views can be treated as any other object and saved you could have several views of the Gantt chart for instance each showing your project with different aspects ready to be used and printed at the touch of a button The views, like tables can also be transferred to other projects and used in those to save time recreating them.

Split Views The first thing to look at with views is the split view which allows you to see related information in the bottom half of the main window while the normal project data is shown at the top the easiest way to use this is from the view ribbon. Views consist of more than just formatting and table columns they contain filters, sorting, groupings and split views if applied.

In this section you will be shown how to create your own new view while subsequent sections show you how to further manipulate that view. Save An Edited View Rarely are the views perfect for what you want and many times we need to edit the component parts of a view to get exactly what we want.

You are advised that any time you wish to edit a view say the Gantt chart view you may at some time wish to revert to its default appearance so although this section is about editing an existing view create a new view first and edit that and the original views will be left untouched for future use. All of the formatting choices shown so far are considered editing a view, bar styles, filters, groups, tables, text styles, resizing etc.

When you have applied all these things to a Gantt for instance you may wish to keep that just as it is and revert at times to the original Gantt chart. Click on COPY Click OK to create the new view. Milestones 8. MinuteMan 9. FusionDesk Professional Remember that students can purchase Microsoft Project and other software at greatly reduced rates from sites such as www. You can also normally download free trials of Project and other software products. Figure A Top ten project management software product comparisons Below are descriptions of the criteria for comparing the software products: Collaboration: How information and issues are communicated with project team members, including email, conference calls, meetings, web-based locations and more.

Collaboration should be easy to use. Resource Management: Project management software should manage and control the resources needed to run a project, such as people, money, time and equipment.

Project Management: The process, practice and activities needed to perform continuous evaluation, prioritization, budgeting and selection of investments are key. Proper project management capabilities provide the greatest value and contribution to the strategic interest of your company. Ease of Use: All project management software has a learning curve, but the best have functions that are easy to find and simple enough for anyone to use from Day 1, Project 1.

The manufacturer should provide email addresses or telephone numbers for direct answers to technical questions. Figure A-2 lists the top ten results. The top fourteen products listed include: 1. Daptiv PPM 3. Clarizen 4. Project Insight 5. Celoxis 6. Intervals 7. Projecturf 8. Central Desktop 9. Easy Projects NET Project Office. Copper Smooth Projects Zoho Projects task took the number one spot. Like most tools in this category, task provides the ability to create Gantt charts, numerous reports and views, project dashboards, and it provides integration with Microsoft Project files.

One of its unique features is its support of iPhones. See End Note 1 or visit the Web sites for any of these products and use a free trial version. See Appendix B for more information on using task. Why not just use a spreadsheet or database to help manage projects? You can do a lot of project management planning and tracking using non-project management software. You could use a simple word processor to list tasks, resources, dates, and so on.

If you put that information into a spreadsheet, you can easily sort it, graph it, and perform other functions. A relational database tool could provide even more manipulation of data. You can use email and other tools to collaborate with others. However, project management software is designed specifically for managing projects, so it normally includes several distinct and important features not found in other software products: Creating work breakdown structures, Gantt charts, and network diagrams: As mentioned in this text, a fundamental concept of project management is breaking down the scope of the project into a work breakdown structure WBS.

The WBS is the basis for creating the project schedule, normally shown as a Gantt chant. The Gantt chart shows start and end dates of tasks as well as dependencies between tasks, which are more clearly shown in a network diagram.

Project management software makes it easy to create a WBS, Gantt chart, and network. These features help the project manager and team visualize the project at various levels of detail. Integrating scope, time, and cost data: The WBS is a key tool for summarizing the scope of a project, and the Gantt chart summarizes the time or schedule for a project. Project management software allows you to assign cost and other resources to tasks on the WBS, which are tied to the schedule. This allows you to create a cost baseline and use earned value management to track project performance in terms of scope, time, and cost in an integrated fashion.

Setting a baseline and tracking progress: Another important concept of project management is preparing a plan and measuring progress against the plan. Project management software lets you track progress for each task. The tracking Gantt chart is a nice tool for easily seeing the planned and actual schedule, and other views and reports show progress in other areas.

Providing other advanced project management features: Project management software often provides other advanced features, such as setting up different types of scheduling dependencies, determining the critical path and slack for tasks, working with multiple projects, and leveling resources. For example, you can easily set up a task to start when its predecessor is halfway finished. After entering task dependencies, the software should easily show you the critical path and slack for each task.

You can also set up multiple projects in a program and perform portfolio management analysis with some products. Many project management software products also allow you to easily adjust resources within their slack allowances to create a smoother resource distribution. These advanced features unique to project management are rarely found in other software tools. As you can see, there are several important features that are unique to project management software that make them worth using.

Next youll learn whats new in Project and how to use basic features of Project Standard. Microsoft really listened to users and has revised Project to meet user needs. Learning some of the new features might seem like a chore, but it is well worth the effort.

If you are familiar with Project , it may be helpful to review some of the new features in Project Improved user interface: Project now includes the ribbon interface instead of using the old menus and toolbars similar to Office The File tab takes you to the new Backstage feature, a one-stop graphical destination for opening, saving, and printing your files.