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Microsoft project 2013 advanced tutorial pdf free

You can create and customize graphical reports for your project as well.
Microsoft project 2013 advanced tutorial pdf free. Download MS Project Tutorial (PDF Version)
A free online course to learn about Microsoft Project , which is A project team has to complete a project within the established timeline and budget. Microsoft Project looks different from previous versions, so we created this guide to help you minimize the learning curve. MS Project Switching Task – Manual to Automatic. 31Converting Task to Automatic Schedule. MS PROJECT – SET UP RESOURCES. 34Resource Types.
(PDF) Ms project tutorial | Quynh Dinh – replace.me
Also note, that it is possible multiple people resources might be using one equipment resource, or one equipment might be accomplishing multiple tasks. Enter Work Resource Names You can enter resource names according to your convenience.
Click the cell directly below the Resource Name heading column. Enter Resources as an individual person, job function or group. The resource is available full-time on each workday. If a resource does not represent an individual person but a job function, where a group of people with the same skill set can work on the task, we can enter larger Max Units to represent the number of people in the group. Click the Max. Units field for the Engineers resource.
Press Enter. Units would mean you expect the resource capacity to be lower than a full-time resource. Click the cell directly below Resource Name heading column. Enter Resource as an individual or job function. You can also enter overtime rates for work resources.
Standard rates are calculated on per hour basis. Costs per use on the other hand are costs that do not vary with task. Cost per use is a set fee used up to complete a task. There are three types of resources: work, material, and cost.
Like paint being used while painting a wall. People resources will have limited work hours say 6, 8 or 12 hours. Equipment resources can have different working capacities of 2, 8 or 24 hours and could have maintenance breaks as well. Also note that it is possible multiple people resources might be using one equipment resource, or one equipment might be accomplishing multiple tasks.
Cost resources do not use pay rates. Remember cost per use and cost resources are two different things. Cost resources are financial cost associated with a task, like travel expenses, food expenses, etc. The cost value of cost resource is only assigned when you assign cost resource to a task. MS Project will not automatically apply overtime calculations.
Click the cell directly below Resource Name heading column to create Resources. Click the Std. Rate field for each resource to costs in hourly default , daily, weekly, monthly and yearly rates. In the following example, the resource Rasmus is left at zero. Click the Ovt. Rate field to enter overtime rates. Double-click the Resource, a Resource Information dialog box opens.
Click on Notes tab. Hovering over it will make the note appear. Set Up Cost Resources You can use a cost resource to represent a financial cost associated with a task in a plan. Examples of cost resources are travel, food, entertainment and training. So it is obvious that cost resources do no work on a task and do not affect scheduling of a task.
Cost value of the cost resource is entered when assigning it to a task. Click the empty cell in the Resource Name column. Type Training and press the Tab Key. In the Type field, click the down arrow to select Cost. MS Project — Assign Resources to Task MS Project Once the task and resource list are complete, resources need to be assigned to tasks in order to work on them.
With MS Project you can track task progress, resource and tasks costs. Click the box below the Resource Name column for the task you need the resource to be assigned. From the dropdown, choose the resource name. In the following screenshot as an example. You can also select multiple resources to work on a single task.
Now click the Assign button. Double-click the Task Name. Click the Resources tab. Click the cell below the Resource Name column.
Select the resource from the dropdown list. The window is split in two, Gantt Chart view and Task Form view below it. In the Task Form view, click under the Resource Name column and select the resource.
We can also assign other material resources to the same task. In the Gantt Chart view, you can also look at the project summary task, to note the duration, start and finish dates of the plan. In the following example, Assign Resources is the project summary task identified as Task 0. MS Project — Track Progress MS Project Once your project plan is ready in MS Project, it becomes essential for a project manager to measure the actuals in terms of work completed, resources used and costs incurred and to revise and change information about tasks and resources due to any changes to the plans.
A Project Manager should not assume that everything is progressing according to plan and should always keep track of each task. Resistance to formal tracking of project management data is normal. You can overcome resistance to tracking by explaining your expectations, explaining the benefits of tracking, and training people to track the task themselves. Save a Baseline To evaluate project performance you need to create a baseline against which you will compare the progress.
One needs to save the baseline, once a plan is fully developed. Of course, due to rolling wave planning or progressive elaboration needed to manage projects one can always add new tasks, resources, constraints and costs to the plan.
Also note, it makes sense to save the baseline before entering any actual values such as percentage of task completion. These multiple baselines seem contrary to the definition of baseline. You want to develop separate baseline plans for risk response and recovery.
You will see Baseline Gantt bars displayed together with the current Gantt bars. Update the Baseline for the Entire Project This simply replaces the original baseline values with the currently scheduled values.
Update the Baseline for Selected Tasks This does not affect the baseline values for other tasks or resource baseline values in the plan. Save Multiple Baselines You can save up to 11 baselines in a single plan. The first one is called Baseline, and the rest are Baseline 1 through Baseline It can be used as a project marker. It is visually easy to see how off-track or on-track the project progress is. Because it only specifies dates, it is simple, clear and easy information. But sometimes this approach might be fine when the actual work and cost values generated are close enough to your baseline schedule.
Select the current date. Check marks will appear in the indicators column for tasks that have been completed. On the right in the Chart portion, progress bars are generated in the Gantt bars of each task.
This table includes Work Scheduled work , Actual, and Remaining columns. Click on Task you want to update. For this task, initial scheduled Work was 16 hours, because 24 hours is greater.
In the example, a Baseline is saved, because the Baseline does not change and is used as a comparison. Note: Actual work is rolled up and also reflects on the summary task. Change Start or Finish field in Actual group. You can fill Actual duration field as well. One does not have to finish collecting survey responses before starting the tabulation.
Click the box under the Type column and choose the relationship according to your requirement. Under Lag heading column, enter the lag in terms of hours, days, weeks, or years. You can also apply lag or lead as a percentage. As Soon As Possible means the task starts as soon as the project starts, if there are no dependencies that would delay it. So, no fixed start or end dates are imposed by this constraint type, but of course predecessor and successor dependencies are maintained.
Default constraint when you schedule from the project finish date. Do not enter a Flexible task start or finish date with this constraint. As Soon As Task is scheduled to begin as early as possible. Do not enter a start or finish date with this constraint. Start No Earlier Task is scheduled to start on or after a specified date.
Click the Max. Units field for the Engineers resource. Press Enter. Units would mean you expect the resource capacity to be lower than a full-time resource. Click the cell directly below Resource Name heading column.
Enter Resource as an individual or job function. You can also enter overtime rates for work resources. Standard rates are calculated on per hour basis. Costs per use on the other hand are costs that do not vary with task. Cost per use is a set fee used up to complete a task.
There are three types of resources: work, material, and cost. Like paint being used while painting a wall. People resources will have limited work hours say 6, 8 or 12 hours. Equipment resources can have different working capacities of 2, 8 or 24 hours and could have maintenance breaks as well.
Also note that it is possible multiple people resources might be using one equipment resource, or one equipment might be accomplishing multiple tasks. Cost resources do not use pay rates.
Remember cost per use and cost resources are two different things. Cost resources are financial cost associated with a task, like travel expenses, food expenses, etc. The cost value of cost resource is only assigned when you assign cost resource to a task.
MS Project will not automatically apply overtime calculations. Click the cell directly below Resource Name heading column to create Resources. Click the Std. Rate field for each resource to costs in hourly default , daily, weekly, monthly and yearly rates. In the following example, the resource Rasmus is left at zero. Click the Ovt. Rate field to enter overtime rates. Double-click the Resource, a Resource Information dialog box opens. Click on Notes tab. Hovering over it will make the note appear.
Set Up Cost Resources You can use a cost resource to represent a financial cost associated with a task in a plan. Examples of cost resources are travel, food, entertainment and training. So it is obvious that cost resources do no work on a task and do not affect scheduling of a task. Cost value of the cost resource is entered when assigning it to a task. Click the empty cell in the Resource Name column. Type Training and press the Tab Key.
In the Type field, click the down arrow to select Cost. MS Project — Assign Resources to Task MS Project Once the task and resource list are complete, resources need to be assigned to tasks in order to work on them. With MS Project you can track task progress, resource and tasks costs. Click the box below the Resource Name column for the task you need the resource to be assigned. From the dropdown, choose the resource name.
In the following screenshot as an example. You can also select multiple resources to work on a single task. Now click the Assign button. Double-click the Task Name. Click the Resources tab. Click the cell below the Resource Name column. Select the resource from the dropdown list. The window is split in two, Gantt Chart view and Task Form view below it.
In the Task Form view, click under the Resource Name column and select the resource. We can also assign other material resources to the same task. In the Gantt Chart view, you can also look at the project summary task, to note the duration, start and finish dates of the plan. In the following example, Assign Resources is the project summary task identified as Task 0.
MS Project — Track Progress MS Project Once your project plan is ready in MS Project, it becomes essential for a project manager to measure the actuals in terms of work completed, resources used and costs incurred and to revise and change information about tasks and resources due to any changes to the plans.
A Project Manager should not assume that everything is progressing according to plan and should always keep track of each task. Resistance to formal tracking of project management data is normal. You can overcome resistance to tracking by explaining your expectations, explaining the benefits of tracking, and training people to track the task themselves.
Save a Baseline To evaluate project performance you need to create a baseline against which you will compare the progress. One needs to save the baseline, once a plan is fully developed. Of course, due to rolling wave planning or progressive elaboration needed to manage projects one can always add new tasks, resources, constraints and costs to the plan. Also note, it makes sense to save the baseline before entering any actual values such as percentage of task completion.
These multiple baselines seem contrary to the definition of baseline. You want to develop separate baseline plans for risk response and recovery. You will see Baseline Gantt bars displayed together with the current Gantt bars. Update the Baseline for the Entire Project This simply replaces the original baseline values with the currently scheduled values. Update the Baseline for Selected Tasks This does not affect the baseline values for other tasks or resource baseline values in the plan.
Save Multiple Baselines You can save up to 11 baselines in a single plan. The first one is called Baseline, and the rest are Baseline 1 through Baseline It can be used as a project marker. It is visually easy to see how off-track or on-track the project progress is. Because it only specifies dates, it is simple, clear and easy information. But sometimes this approach might be fine when the actual work and cost values generated are close enough to your baseline schedule. Select the current date.
Check marks will appear in the indicators column for tasks that have been completed. On the right in the Chart portion, progress bars are generated in the Gantt bars of each task.
This table includes Work Scheduled work , Actual, and Remaining columns. Click on Task you want to update. For this task, initial scheduled Work was 16 hours, because 24 hours is greater. In the example, a Baseline is saved, because the Baseline does not change and is used as a comparison.
Note: Actual work is rolled up and also reflects on the summary task. Change Start or Finish field in Actual group. You can fill Actual duration field as well. One does not have to finish collecting survey responses before starting the tabulation.
Click the box under the Type column and choose the relationship according to your requirement. Under Lag heading column, enter the lag in terms of hours, days, weeks, or years. You can also apply lag or lead as a percentage.
As Soon As Possible means the task starts as soon as the project starts, if there are no dependencies that would delay it. So, no fixed start or end dates are imposed by this constraint type, but of course predecessor and successor dependencies are maintained. Default constraint when you schedule from the project finish date.
Do not enter a Flexible task start or finish date with this constraint. As Soon As Task is scheduled to begin as early as possible. Do not enter a start or finish date with this constraint. Start No Earlier Task is scheduled to start on or after a specified date. Must Finish On Task is scheduled to finish on a specified date. Click dropdown box for Constraint type. Choose the constraint you would like to apply. It is a better idea to use a Deadline Date which has no effect on the scheduling of a task or summary task.
MS Project will alert you with a red exclamation symbol in the indicators column, if the scheduled completion of the task exceeds its deadline date. Enter the cost under the Fixed Cost column for the task of interest. Enter a Recurring Task Status meetings, status reports, inspection dates can recur with a particular frequency. Metropolitan Museum Cleveland Museum of Art. Internet Arcade Console Living Room. Books to Borrow Open Library. Search the Wayback Machine Search icon An illustration of a magnifying glass.
Sign up for free Log in. EMBED for wordpress. This it makes sense for Microsoft tomarket MS Project as a Plan Creator rather than over-simplifying it as just a schedulecreator. Two, it is due to limitation of generally accepted form of English language, where aschedule can be both in a noun as well as verb form.
As a noun, a Schedule is like a timetable or a series of things to be done or of events to occur at or during a particular timeor period. And in the verb form, schedule is to plan for a certain date. The distinction is important for you as aproject manager, but as far as MS project is concerned the noun form of Schedule is aPlan.
Of course, a project manager should also be able to answer other project-related questionsas well. For example: Why this project needs to be run by the organization? What is the risk management plan? How the vendors are going to be managed? How the project is tracked and monitored? How the quality is measured and qualified?
MS Project can help you: Visualize your project plan in standard defined formats. Schedule tasks and resources consistently and effectively. Track information about the work, duration, and resource requirements for yourproject. Generate reports to share in progress meetings. Windows 8: On the Start screen, tap or click Project Here you have options to open a newplan, some other plans, and even a new plan template.
Click the Blank Project Tab. The following screen pops up. The major part of this interfaceare: Quick Access Toolbar: A customizable area where you can add the frequentlyused commands. Tabs on the Ribbon, Groups: With the release of Microsoft Office came the\”Fluent User Interface\” or \”Fluent UI\”, which replaced menus and customizabletoolbars with a single \”Office menu\”, a miniature toolbar known as \”quick-accesstoolbar\” and what came to be known as the ribbon having multiple tabs, eachholding a toolbar bearing buttons and occasionally other controls.
Toolbar controlshave heterogeneous sizes and are classified in visually distinguishable Groups.