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MS Project About the Tutorial MS Project, the project management software program by Microsoft, is a very handy tool for project managers that helps. Add tasks · Click View > Gantt Chart. · Type a name in the first empty Task Name field at the bottom of the task list, and press Enter. A task list in the Gantt. Project managers may choose to use Microsoft Project to assist them in planning ing method of automatic or manual, identify the project’s tasks.
 
 

 

– MICROSOFT PROJECT TUTORIAL – PDF Free Download

 
Note: This guide was written using the free trial of Microsoft Project Professional and The files and instructions in this guide will work with. Personalized experience. Get started with a FREE account. Microsoft Project Step by Step Download Advanced Excel Tutorial (PDF Version). Microsoft®. Project Quick Reference Guide. The Project Program Screen. Project Fundamentals. Create a New Project: Click the File tab, select.

 
 

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Select Tasks to Link Click the Task tab in the menu bar. Identify the two tasks in the list that you want to link. Click the first task and press and hold the Ctrl key and select the second task. Click the chain icon in the ribbon to link the tasks. Once you have entered your timeline and resource information, you can use Microsoft Project to run a cost overview with the Reports tab. Select the Report Tab Click the Report tab to get a quick overview of the reports you can run.

To track the progress of your Microsoft Project, ensure that you keep the status of tasks updated at all times. Mark tasks on track, and use the completion percentage tools to note which tasks are on time or behind schedule. Click a task that you want to update. If the task is on track, click the Mark on Track button in the ribbon. Use Predetermined Percentages to Track Tasks To the left of the Mark on Track option, there are percentages that you can use to denote the progress of a task.

Update Tasks Sometimes tasks fall behind or get accomplished ahead of schedule. You can use the Update Task option to update the status. Click the down arrow next to Mark on Track and click Update Tasks.

A dialogue box will appear where you can update status and change start and end dates. Make any changes and click OK. These are all the steps you need to get started and create a project, assign and manage tasks, and run reports in Microsoft Project You can track and manage projects based on specific industries and uses like basic Agile projects, project management, marketing campaign analysis, customer order tracking, and more.

You can even get started with a timeline template and customize it to track your business needs. Once you create your RFP project in Smartsheet, you can share it with anyone. There are several templates available that cover the work management needs of many different verticals. Next, click the blue Use Template button. Name and save the Template In the Name Your Sheet box, type the name of the template and select where to save it in Smartsheet.

Add Tasks and Dates Double click the first gray bar called Section 1 , highlight the existing content, and type your first task. Add start and end dates by clicking the calendar icon and click a start or end date.

Tip: To remove the yellow Need Help copy at the top of the template, click the box and press Delete on your keyboard. To remove the color, click the color fill option in the toolbar and click Automatic. Add Resources and Assign Tasks Choose a task to assign a resource and type the name of the resource in the corresponding box in the Assigned To column. Click a column in the sheet, right-click the mouse button and click Edit Project Settings.

Click the box for Dependencies Enabled , and Predecessor and Duration columns will be added to the sheet. Click the blue OK button. The time is takes to complete each task will automatically be filled in the Duration column. If any task is dependent on another task, type the number of that row in the Predecessor column. But with a few clicks, you can tap the power of Project to convert your to-do list into a full-fledged project for you to manage and share with your team and stakeholders.

Add tasks. Outline tasks. Link tasks. Change your view. Print your project. Learn more. Type a name in the first empty Task Name field at the bottom of the task list, and press Enter. Want more? If adding tasks one at a time starts to take too long, you can also:. Add multiple tasks at once. Cut and paste a list from another program.

Import a tasks list from a SharePoint site. Indent and outdent tasks to show hierarchy — that is, to turn your task list into an outline of your project.

An indented task becomes a subtask of the task above it, which becomes a summary task. The task becomes a subtask. Click Outdent Task to move the task back to the level of the task above it. Use subtasks and summary tasks to show phases, easily navigate through a large project, and more. You can link any two tasks in a project to show their relationship also called a task dependency.

It cannot Plan for you. As a project manager you should be able to answer the following specific questions as part of the planning process to develop a schedule. MS Project cannot answer these for you. This relates to the scope of the project. This relates to the schedule of the project. This would relate to the cost of the project.

This might affect the scope, cost and time constraints of your project. Strictly speaking, from the perspective of Project Management Methodology, a Plan and Schedule are not the same. A plan is a detailed action-oriented, experience and knowledge-based exercise which considers all elements of strategy, scope, cost, time, resources, quality and risk for the project.

Scheduling is the science of using mathematical calculations and logic to generate time- effective sequence of task considering any resource and cost constraints. Schedule is part of the Plan. Of course the schedule is linked with resources, budgets and dependencies. This is because of two reasons. One, MS Project does more than just create a schedule it can establish dependencies among tasks, it can create constraints, it can resolve resource conflicts, and it can also help in reviewing cost and schedule performance over the duration of the project.

So it does help in more than just creating a Schedule. This it makes sense for Microsoft to market MS Project as a Plan Creator rather than over-simplifying it as just a schedule creator. Two, it is due to limitation of generally accepted form of English language, where a schedule can be both in a noun as well as verb form. As a noun, a Schedule is like a time table or a series of things to be done or of events to occur at or during a particular time or period.

And in the verb form, schedule is to plan for a certain date. The distinction is important for you as a project manager, but as far as MS project is concerned the noun form of Schedule is a Plan. Of course, a project manager should also be able to answer other project-related questions as well.

Here you have options to open a new plan, some other plans, and even a new plan template. Click the Blank Project Tab. The following screen pops up. Toolbar controls have heterogeneous sizes and are classified in visually distinguishable Groups. Groups are collections of related commands. Each tab is divided into multiple groups. Each tab contains several commands.

If you point at a command you will see a description in a tooltip. Active view is the one you can see in the main window at a given point in time.

The View label just tells you about the view you are using currently. Project can display a single view or multiple views in separate panes. Because once you enter one of the two, and other project tasks, constraints and dependencies, MS Project will calculate the other date. It is always a good practice to use a start date even if you know the deadline for the project. In the list of available templates, click Blank Project. A dialog box appears. Click OK to accept the start date. Click the arrow on the Current Date dropdown box.

A list appears containing three base calendars. Now let us add exceptions. Step 3: Adding Exceptions to Calendar Exceptions are used to modify a Project calendar to have a non-standard workday or a non-working day. You can also allot unique working hours for a particular resource as well. Here is an example to create a non-working day, which could be because of a holiday or office celebrations or events other than the standard office work effort.

Change Working Time dialog box appears. This date is now scheduled as a non-working day for the project. You can also verify the changed color indicated in the calendar within the dialog box as below. Click Ok to close. You can modify the resource calendar to accommodate flex-time, vacation time, training time, etc.

Also remember, Resource Calendar can only be applied to work resources and not to material and cost resources. By default when we create the resources in a plan, the resource calendar matches the Standard base calendar.

And any changes you make to the Project Calendar, gets reflected automatically in resource calendars, except when you create an exception in the resource calendar. In that case even if you update the project calendar, the exception in resource calendar is not affected.

Select the resource for whom you want to create an exception. In example below I have chosen John. The Change Working Time dialog box appears.

In the following screen you can see we have chosen John. Double-click the [default] cell below the Name column heading. We have chosen Tuesday and Wednesday.

Click Set day s to these specific working times. Change the time. Select the resource for whom you want to change work schedule. We have chosen John again. Click OK to close the Dialog box. You will now see all Fridays are greyed out in the calendar.

You can record some top level information for your. Under Info Tab go to Project Information. Click arrow near Project Information to click Advanced Properties.

A dialog box opens, you can type in the changes as required. WBS identifies the deliverable at the lowest level as work package. So a task is action-oriented, and the work package is the deliverable or a result of one or more tasks being performed.

There is a significant amount of confusion between what constitutes an activity and what constitutes a task within the project management community. But for MS Project, a task is the effort and action required to produce a particular project deliverable.

Enter the task name. In the following screen, we have entered 5 different tasks. Enter Duration A duration of the task is the estimated amount of time it will take to complete a task.

As a project manager you can estimate a task duration using expert judgment, historical information, analogous estimates or parametric estimates. You can enter task duration in terms of different dimensional units of time, namely minutes, hours, days, weeks, and months. You can use abbreviations for simplicity and ease as shown in the following table.

So 1 day is not equivalent to 24 hours but has 8 hours of work for the day. Of course, you can change these defaults anytime you want. You can apply this to all projects or a specific project that you are working on currently. One of the neat tricks MS Project possesses is, it considers duration of the task in work- day sense. So if you have a non-working day in between, it accommodates this and ensures a task that takes 16 hours to complete to end on the 3rd day.

In other words, if you have a task that needs 16 hours to complete starting on Monday AM if this is the time your work day starts, and 8 hours being total work hours in a day , and Tuesday being a holiday, the task will logically end on the evening of Wednesday.

Enter the duration. Task 1 in the following screenshot You can also enter Start and Finish date and MS Project will calculate the duration on its own. Task 3 and Task 4 in the following screenshot Note: In the above screenshot, Task 6 is scheduled to start on Sunday, which is a non- working day and ends on Wednesday.

So essentially, one would believe that with these 3 days Monday, Tuesday, Wednesday, the duration calculated would be 3 days. But MS Project calculates it as 4 days. So one needs to be careful when choosing the start date of the task.

Because for any successive operation, MS Project considers that Task 6 will take 4 days. The next time, you change the start date, the Finish date changes to reflect this 4-day duration. Elapsed Duration Elapsed Duration is the time that elapses while some event is occurring which does not require any resources. Elapsed duration for a task can be used in instances where a task will go on round-the-clock without any stoppage.

A normal workday has 8 hours, and an elapsed day duration will have 24 hours. The task also continues over non-working holidays and vacations and working days. So 1ew is seven hour days. And it takes 4 days for this to happen.

It does not need a resource or a work effort, and all you are doing is waiting for it to dry. You can use 4ed as the time duration, which signifies 4 elapsed days, the paint can dry regardless of whether it is a weekend or if it falls on a holiday. Here in this example, the drying occurs over 24 hours over the weekend. They are used as major progress points to manage project success and stakeholder expectations.

They are primarily used for review, inputs and budgets. Mathematically, a milestone is a task of zero duration. And they can be put where there is a logical conclusion of a phase of work, or at deadlines imposed by the project plan. There are two ways you can insert a milestone. You can see the milestone appear with a rhombus symbol in the Gantt Chart View on the right. MS Project converts it to a Milestone. But one can also convert a task of non-zero duration into a Milestone.

This is rarely used and causes confusion. Double-click a particular Task name. Task Information dialog box opens. Create Summary Task There can be a huge number of tasks in a project schedule, it is therefore a good idea to have a bunch of related tasks rolled up into a Summary Task to help you organize the plan in a better way. It helps you organize your plan into phases. In MS Project , you can have several number of sub-tasks under any higher level task.

These higher level tasks are called Summary Task. At an even higher level, they are called Phases. Remember because summary task is not a separate task entity but a phase of the project with several sub-tasks in it, the duration of the summary task is from the start of the first sub-task to the finish of the last sub-task. This will be automatically calculated by MS Project. Of course, you can enter a manual duration of the summary task as well which could be different from the automatically calculated duration.

MS Project will keep track of both but this can cause significant confusion. In most cases, you should ensure that there is no manually entered duration for any task you will be using as a Summary Task. If you would like to group Task 4 and Task 5 into a Summary Task 1. You can do it in two ways. Method 1 Select the names of Task 4 and Task 5. Rename it to Summary Task 1. Method 2 You can click Task 4 row. You can rename the Task. Here it is renamed as Summary Task 1.

Now select Task 4 and Task 5. For example, Task 2 can start once Task 1 has finished.

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