Getting started with project
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This document provides an overview of getting started with Microsoft Project. It discusses understanding the different Project products, creating a new project plan, setting the project start date and calendar, and entering basic project properties. Key points covered include the different views and reports in Project, how the scheduling engine allows working with time, and using templates and calendars to set up a new project plan.
Getting started with project
- 1. Getting Started with ProjectSUST-CSIT Ahmed Hamza
- 2. Understand the family of Microsoft Office Project 2007 products. Understand what a good project management tool can help you accomplish.Start Project Standard or Project Professional, and identify the major parts of the Project window.Use views to work with project plan details in different ways.Use reports to print project plan details.Create a project plan and enter a project start date.Set the working and nonworking time for a project.Enter a project plan’s propertiesObjectivesSUST-CSIT Ahmed Hamza
- 3. With a good project management system in place, you should be able to answer such questions asWhat tasks must be performed, and in what order, to produce the deliverable of the project?When should each task be performed?Who will complete these tasks?How much will it cost?What if some tasks are not completed as scheduled?What’s the best way to communicate project details to those who have an interest in the project?SUST-CSIT Ahmed Hamza
- 4. Good project management does not guarantee the success of every project, but poor project management usually contributes to failure.SUST-CSIT Ahmed Hamza
- 5. Succeeding as a project manager requires that you complete your projects on time, finish within budget, and make sure your customers are happy with what you deliverFirst, a project is temporaryNext, a project is an endeavor. Resources, such as people and equipment, need to do work.Finally, every project creates a unique product or service. This is the deliverable for the project and the reason that the project was undertakenUnderstanding What Defines a ProjectSUST-CSIT Ahmed Hamza
- 7. The Project Triangle: Viewing Projects in Terms of Time, Cost, and ScopeSUST-CSIT Ahmed Hamza
- 9. Time, Cost, and Scope: Managing Project ConstraintsTime, cost, and scope are the three essential elements of any project. To succeed as a project manager, you should know quite a bit about how all three of these constraints apply to your projectsthis model is a useful learning tool but not always a reflection of the real worldSUST-CSIT Ahmed Hamza
- 10. you might see projects delivered late but at planned cost or with expected scopeSUST-CSIT Ahmed Hamza
- 11. The best project management tool in the world can never replace your own good judgment. However, the tool can and should help you accomplish the following:Track all of the information you gather about the work, duration, costs, and resource requirements of your project.Visualize and present your project plan in standard, well-defined formats.Schedule tasks and resources consistently and effectively.SUST-CSIT Ahmed HamzaManaging Your Projects with Project
- 12. Communicate with resources and other stakeholders while you, the project manager, retain ultimate control of the project.Manage projects using a program that looks and feels like other desktop productivity applicationsExchange project information with other Microsoft Office System applications.SUST-CSIT Ahmed HamzaCont
- 13. It’s common to see task and resource lists from spreadsheet programs, such as Microsoft Office ExcelOne big advantage that Project has over such applications is that it includes a scheduling engine-a computational brain that can handle issues This scheduling engine can also consider nonworking time, such as weekends, when calculating a task’s start and finish datesSUST-CSIT Ahmed HamzaWhat Can a Scheduling Engine Do for You?
- 14. On the File menu, click New.The New Project task pane appears.In the New Project task pane, under Templates, click On computer.The Templates dialog box appears.Click the Project Templates tab.Click New Business (you may need to scroll down through the list of Project Templates to see it), and then click OK.Tip Depending on how Project was installed on your computer, the templates included with Project might not be installed at this point.SUST-CSIT Ahmed Hamza
- 15. Exploring ViewsThe working space in Project is called a view. Project contains dozens of views, but you normally work with just one view (sometimes two) at a time. You use views to enter, edit, analyze, and display your project information. The default view-the one you see when Project starts-is the Gantt Chart view shown here.On the View menu, click Resource SheetResource UsageTask UsageCalendarSUST-CSIT Ahmed Hamza
- 16. Exploring ReportsProject contains two types of reportstabular reports that are intended for printingvisual reports that allow you to export Project data to Excel and VisioOn the Report menu, click ReportsClick Custom, and then click the SelectbuttonOn the Reports list, click Resource (work), and then click the Preview buttonSUST-CSIT Ahmed Hamza
- 17. Next, you will create a visual report to get a close look at overall resource workload and availability through the life of the projectOn the Report menu, click Visual Reports.For Show Report Template Created In, make sure that Microsoft Office Excel is selected and that the All tab is visible.Click Resource Remaining Work Report, and then click View.SUST-CSIT Ahmed Hamza
- 18. On the File menu, click the New command. Then, in the New Project task pane, click Blank Project.Project creates a new, blank project plan. Next, you’ll set the project’s start date.On the Project menu, click Project Information.The Project Information dialog box appears.In the Start date box, type or select 1/7/11. SUST-CSIT Ahmed HamzaCreating a New Project Plan
- 19. Tip In most cases when you need to enter a date in Project, you can click the down arrow next to the Date field to show a small monthly calendar. There you can navigate to any month and then click the date you want, or click Today to quickly choose the current date.SUST-CSIT Ahmed Hamzacont
- 20. The project calendar defines the general working and nonworking time for tasksOn the Tools menu, click Change Working TimeIn the For calendar box, click the down arrow.The list that appears contains the three base calendars included with Project. These calendars are as follows:24 Hours: Has no nonworking time.Night Shift: Covers a “graveyard” shift schedule of Monday night through Saturday morning, 11 P.M. to 8 A.M., with a one-hour break.SUST-CSIT Ahmed HamzaSetting Nonworking Days
- 21. Standard: The traditional working day, Monday through Friday from 8 A.M. to 5 P.M., with a one-hour lunch break.Only one of the base calendars serves as the project calendaSUST-CSIT Ahmed Hamzacont
- 22. Like other Microsoft Office programs, Project keeps track of several file properties. Some of these properties are statistics, such as how many times the file has been revised. Other properties include information you might want to record about a project plan, such as the project manager’s name or keywords to support a file search. Project also uses properties in page headers and footers when printing.SUST-CSIT Ahmed HamzaEntering Project Properties
- 23. you enter some properties that you will use later when printing project information and for other purposes.On the File menu, click Properties.The Properties dialog box appears.Click the Summary tab if it is not already visible.In the Subject box, type Video production schedule.In the Author box, type your name.In the Manager box, type your name, type your manager’s name, or leave the box blank.In the Company box, type Southridge Video.Select the Save preview picture check boxSUST-CSIT Ahmed Hamzacont
- 24. The Project product family includes Project Standard, Project Professional, Project Server, and Project Web Access. Normally, you would use Project Standard on the desktop or the latter three in combination to form an EPM solution.One of the key distinguishing factors that separates Project from other list-keeping tools, such as Excel, is that Project has a scheduling engine that can work with time.Project includes several sophisticated templates that can provide you with a good start to a new project plan.SUST-CSIT Ahmed HamzaKey Points
- 25. The main working space in Project is a view. One or sometimes two views are typically displayed at a time. The Gantt Chart view is the default and probably best known view in Project.Project includes a large number of built-in reports that are intended for viewing (but not editing) Project data.You use calendars in Project to control when work can be scheduled to occurSUST-CSIT Ahmed Hamzacont