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    Microsoft Project 2016: Up To Speed
    Microsoft Project 2016: Up To Speed
    Microsoft Project 2016: Up To Speed
    Ebook273 pages1 hour

    Microsoft Project 2016: Up To Speed

    By R.M. Hyttinen

    5/5

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    About this ebook

    The Project 2016: Up To Speed guide helps you to get up and running  quickly with the world's most popular project management application.  This handy step-by-step guide is written from scratch, starting with basic Microsoft Project and project management topics and moving on to more advanced features of application, designed to help you to become more productive more quickly.  Though comprehensive, the information in this book is presented in a clear, concise manner with screenshots providing helpful visual guidance all along the way.

    In no time at all you're be creating and updated project files, managing resources, linking and scheduling task, tracking project progress, updating costs, updating work performance and much more.

    Some of the topics include:        
            
    Understanding Project Management
    A Look at the Project Environment
    Creating a New Project
    Entering Project Information
    Creating a Project Calendar
    Setting Project Options
    Using Tell Me to Obtain Help
    Entering, Editing & Rearranging Tasks
    Inserting & Deleting Tasks
    Adding a Project Summary Task
    Outlining Tasks
    Adding Recurring Tasks
    Understanding Task Relationships
    Linking Tasks
    Adding Lead Time & Lag Time
    Changing Task Dependency
    Splitting Tasks
    Setting Task Constraints
    Setting Task Deadlines
    Working in Network Diagram View
    Entering Resources
    Creating a Resource Calendar
    Assigning Resources to Tasks
    Filtering Resources
    Entering Resource Costs
    Entering Fixed Costs
    Using the Cost Table
    Working in Calendar View
    Formatting a Gantt Chart
    Using Split Views
    Using Task Usage & Resource Usage Views
    Sorting Tasks & Resources
    Using AutoFilters
    Using Tables
    Printing a View
    Identifying Slack in a Project
    Saving a Baseline Plan
    Saving an Interim Plan
    Overallocated Resources
    Leveling Overallocated Resources
    Updating & Tracking Projects
    Updating Task Progress
    Updating Work Performed
    Manually Updating Costs
    Rescheduling Uncompleted Tasks
    Filtering Tasks
    Importing a Task List
    Exporting Project Data
    Using the Copy Picture Command
    Printing a View as a Report
    Viewing Standard Reports
    Customizing a Report
    Modifying Report Formatting
    Modifying a Header and a Footer
    Inserting a Graphic into a Report
    Creating Visual Reports
    Work with Visual Report Templates
    Creating a Resource Pool
    Linking Projects to a Resource Pool
    Updating Resource Pool Information
    Consolidating Projects
    Linking Tasks between Projects
    Sharing Elements between Projects
    Creating a Project Plan Template
    Formatting Bar Styles
    Formatting Timescales
    Creating Custom Fields, Tables and Views
    Creating Custom Groups
    Using Drawing Tools
    Creating & Running a Macro
    ...and more

    LanguageEnglish
    PublisherPCM Courseware, LLC
    Release dateMay 14, 2017
    ISBN9781943005024
    Microsoft Project 2016: Up To Speed

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    • 5/5
      This is an excellent source to learn Microsoft Project- whether a beginner or all the way up to an experienced user! Pictures to go along with the steps make the concepts pop and ingrain further in your mind. A definite must when beginning to use MS Project!

      2 people found this helpful

    Book preview

    Microsoft Project 2016 - R.M. Hyttinen

    Copyright & License Notes

    Project 2016: Up to Speed

    By R.M. Hyttinen

    Copyright © 2016 by R.M. Hyttinen.  All rights reserved.

    Published by PCM Courseware, Milwaukee, Wisconsin.

    http://pcmcourseware.com

    ISBN: 978-1-943005-02-4

    Examples used in this book are fictional.  Any resemblance to actual persons living or dead, businesses, incidents, organization or events is purely coincidental.

    All rights reserved.  No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, scanning or otherwise, without the prior permission of the Publisher.  Although every precaution has been taken in the preparation of this book, the publisher and author assume no responsibility for errors and omissions.  Nor is any liability assumed for damages resulting from the use of information contained within.

    If you found this book helpful, please consider leaving a review wherever you purchased this book.  Also consider telling your friends about it to help me spread the word about my book.

    Thank you so much for supporting my work!

    License Notes

    This e-book is licensed for your personal enjoyment only. This e-book may not be re-sold, given away to other people or used in any type of training classes. If you would like to share this book with another person, please purchase an additional copy for each recipient. If you’re reading this book and did not purchase it, or it was not purchased for your use only, then please return to your favorite e-book retailer and purchase your own copy. Thank you for respecting the hard work of this author.

    Trademark Acknowledgements

    Microsoft, Windows and Microsoft Project are registered trademarks of the Microsoft Corporation.  All other known trademarks have been appropriately capitalized and are the property of their respective owners.

    TABLE OF CONTENTS

    Copyright & License Notes

    Introduction

    Chapter 1 – The Basics

    Understanding Project Management

    Launching Microsoft Project

    The Project Environment

    Creating a New Project

    Entering Project Information

    Creating a Project Calendar

    Saving and Closing a Project

    Opening an Existing Project

    Hiding the Ribbon

    Setting Project Options

    Using Tell Me to Obtain Help

    Chapter  2 - Working with Tasks

    Entering Tasks

    Editing Tasks

    Rearranging Tasks

    Inserting and Deleting Tasks

    Adding a Project Summary Task

    Outlining Tasks

    Adding a Recurring Task

    Displaying WBS Codes

    Customizing WBS Codes

    Chapter 3 - Linking & Scheduling Tasks

    About Task Relationships

    Linking Tasks

    Adding Lead Time and Lag Time

    Changing Task Dependency

    Splitting Tasks

    Setting Task Type

    Setting Task Constraints

    Setting Milestone Tasks

    Setting Task Deadlines

    Inspecting a Task

    Working in Network Diagram View

    Chapter 4 - Resources & Costs

    Entering Resources

    Creating a Resource Calendar

    Assigning Resources to Tasks

    Filtering Resources

    Effort-Driven Scheduling

    Entering Resource Costs

    Entering Fixed Costs

    Using the Cost Table

    Chapter 5 - Working with Views

    Working in Calendar View

    Formatting a Gantt Chart

    Using More Views

    Using Split Views

    Using Task Usage & Resource Usage Views

    Sorting Tasks & Resources

    Using AutoFilters

    Using Tables

    Printing a View

    Chapter 6 - Finalizing the Plan

    Identifying Slack in a Project

    Saving a Baseline Plan

    Saving an Interim Plan

    Overallocated Resources

    Leveling Overallocated Resources

    Chapter 7 - Updating & Tracking Projects

    Updating Task Progress

    Updating Work Performed

    Manually Updating Costs

    Rescheduling Uncompleted Tasks

    Filtering Tasks

    Displaying Variances

    Viewing Progress Lines

    Chapter 8 - Working with Data from Other Applications

    Copying and Pasting to Other Applications

    Importing a Task List

    Creating an Import Map

    Exporting Project Data

    Using the Copy Picture Command

    Chapter 9 - Working with Reports

    Printing a View as a Report

    Viewing Standard Reports

    Customizing a Report

    Modifying Report Formatting

    Modifying a Header and a Footer

    Inserting a Graphic into a Report

    Adjusting Report Margins

    Printing a Report

    Creating Visual Reports

    Work with Visual Report Templates

    Chapter 10 - Managing Multiple Projects

    Creating a Resource Pool

    Linking Projects to a Resource Pool

    Updating Resource Pool Information

    Consolidating Projects

    Linking Tasks between Projects

    Sharing Elements between Projects

    Creating a Project Plan Template

    Chapter 11 - Formatting a Project File

    Formatting Bar Styles

    Changing Bar Styles

    Formatting Timescales

    Creating Custom Fields

    Creating Custom Tables

    Creating Custom Views

    Creating Custom Groups

    Using Drawing Tools

    Creating a Macro

    Running a Macro

    Introduction

    As the author and founder of PCM Courseware, I am delighted to bring you the latest in our Up To Speed series of guides:  Microsoft Project 2016 - Up To Speed.  Since 2003, PCM Courseware has been publishing innovative Print-On-Demand electronic courseware for both the PC and the Macintosh and beginning with the Up to Speed series, we are now creating software guides for everyone, not just for software trainers.

    My mission is to create guides to make learning technology concepts easy, no matter what kind of learner you are. The guides are simple to use yet comprehensive in their effectiveness. Many students find the step-by-step approach of our manuals to be a valuable self-study resource.

    You do not need to read the book sequentially, although this can certainly be helpful if you are just starting out with Microsoft Project.  I’ve written the book from scratch, starting with basic Project and Project Management topics and moving on to more advanced features of the application, designed to help you to become more productive more quickly. 

    If you are looking to accomplish a specific task, be sure to take advantage of the handy Table of Contents.

    So let’s get started with Microsoft Project 2016 – Up to Speed.

    Chapter 1 – The Basics

    Understanding Project Management

    Welcome to Microsoft Project 2016!  Microsoft Project is a powerful project management tool that allows you to track the progress of your projects.  Microsoft Project can help you to control your time, money and resources as well as schedule and track every task related to a project.  Project management involves planning, scheduling, controlling and monitoring the work activities of a project to ensure that things are progressing according to schedule.

    It might first be helpful to determine exactly what a project is.  A project can be defined as a one-time organized undertaking with a definite beginning and end toward the attainment of a specific goal.  A project may involve a single person or teams of hundreds or thousands of people.  The end of a project is attained when the project’s objectives have been reached. 

    A project is generally divided into phases to provide better management control.  Taken together, these phases are known as the project life cycle.  The phases that make up the project life cycle as well as the activities related to each phase are as follows:

    Initiation Phase - Defining the project and determining the beginning of a project.

    Planning Phase - Scheduling of resources and tasks, budgeting, creating a work breakdown structure, determining sequence of project events and tasks, and identifying resource requirements.

    Implementation/Controlling Phase - Monitoring project progress, progress reporting, taking necessary corrective measures to ensure the project terminates on time and on budget.

    Close-out Phase - Reporting outcomes, formalizing the termination of the project

    The key to a successful project is careful planning and monitoring of your project by keeping track of project tasks, costs, resources, and project schedules.  Careful monitoring allows you to identify any possible obstacles and modify any project components if necessary.  With Microsoft Project, you can handle large or small projects effectively.

    Launching Microsoft Project

    Launching Project depends on which version of Windows you are using and what has happened since installation.  If you are using the latest version of Windows 10, click the Start button and scroll down the list of applications until you see Project 2016.  If you are using Windows XP, Windows Vista or Windows 7, you can launch Project from the Start Menu – Start > All Programs > Microsoft Office > Project 2016.

    To Launch Microsoft Project 2016, follow these steps:

    1. If you are running the latest version of Windows 10, click the Start button and scroll downward until you see Project 2016.  You can also click the Start button and type:  Project until the application is highlighted.

    2. If you are using Windows 8, click the Project 2016 tile on the Start screen (if you don’t see a Project 2016 tile, type: Project until the application is highlighted).

    3. If using Windows XP, Windows Vista or Windows 7, click the Start button on the Taskbar and trace to All Programs > Project 2016.

    4. Click Blank Project.

    The Project Environment

    When you first start Microsoft Project, the application opens to a new blank project file named Project 1.  Gantt Chart view is the default view of Project 2016.  The default Project screen is shown in the screen shot below.  We will be working with each piece of the Project window in detail in subsequent lessons.

    If you are coming to Project 2016 from an older version of Project, you will immediately notice that the user interface has been completely redesigned. 

    The menu and toolbar system have been replaced by the Ribbon. 

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