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Check your work by reviewing the many screen shots included in the steps, or by using the solution files that are available for download from the companion Web site for this text or from your instructor. Its tutorial microsoft project 2010 pdf free better to let MS Project calculate and, if the schedule changes, recalculate. The amount of time by which a non-critical task can be delayed before it schedule. If you re like most project здесь, you juggle several projects at the same time. Microsoft Projectt Tutorial Boston University. Plan The Project Planning of all the activities, resources, and estimation of materials and time scales.
 
 

Tutorial microsoft project 2010 pdf free

 
A project event that represents a checkpoint, a major accomplishment or a measurable goal. A group of activities which are treated as a single task in a master project schedule. Move the cursor between the Task Name and Duration column, then double-click to widen the Task Name column so all of the text shows.

 

Tutorial microsoft project 2010 pdf free

 

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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 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? 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. With Step by Step, you set the pace building and.

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. MS Project Quick Guide 1. One of our mottos is \”a quality process creates a quality product. The Assignment Equation The following equation controls the relationship between the Work, Duration, and Assignment Units for a task assignment: Or Or Work: The number of hours of real work effort spent.

All rights reserved. It provides the flexibility to help manage your project, provides assistance in every phase. With FastTrack Schedule 10, the new version of the award-winning project.

Project Management Quick Reference Guide for MS Project Project offers flexibility and choice by providing tailored work management solutions for individuals, teams, and the enterprise. Project Management Quick Reference Guide for Microsoft Project Before beginning a new project, an organization must determine whether the project fits its strategic goals.

Executives should classify. No part of this publication may be reproduced or used. Slides Steps to Enter Duration: 1. 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. Aras Corporation Aras Corporation. All rights reserved Notice of Rights All rights reserved. Aras Corporation Aras owns this document. No part of this document may be reproduced or transmitted in.

Explain a Gantt Chart. Describe the main steps involved in creating a Gantt Chart using Excel. We can do this by re-organizing. It allows the user to view and manipulate. You may have several smaller projects that are part of a larger effort like. It s just a macro enabled excel file that opens if you have Excel , , and on your Windows. The Synchro Workspace Initial Setup Screen Layout User Interface Set Up Introduction Before considering resourcing the schedule it is important to ask yourself one key question as it will require effort from the scheduler or.

Scheduling Document Creation What is a Schedule in epm? Schedules The epm Schedule application is an integral part of the Portfolio Management suite of applications. Start and end dates for each summary. Microsoft Project Level 1 One Day Course Course Description You need to gather information about the various tasks involved, resources required to accomplish the tasks, and the overall cost in order. Excel Create your first spreadsheet Goals: After completing this course you will be able to: Create a new spreadsheet.

Add, subtract, multiply, and divide in a spreadsheet. Enter and format column. OmniPlan version 2. Some of the buttons change. Project c. Examples of project d. Project Triangle e. Project Management f. About this Study Guide This guide was developed based upon the. Log in Registration. Search for. Microsoft Project Advanced. Size: px. Start display at page:. Download \”Microsoft Project Advanced\”. Sharleen Ford 6 years ago Views:.

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No part of this publication may be reproduced or used More information. 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. Aras Corporation. Notice of Rights. No part of this document may be reproduced or transmitted in More information. Excel and Microsoft Project. Describe More information. We can do this by re-organizing More information.

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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.

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