The Basics of Microsoft Project - Step 2
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The document outlines the basic steps for setting up a project in Microsoft Project, including: 1) Defining the project calendar and basic information like the start date 2) Loading project resources by searching the global address book and assigning an initial calendar 3) Creating a top-level work breakdown structure (WBS) using summary tasks to organize the project
The Basics of Microsoft Project - Step 2
- 1. The Basics of Microsoft Project André Sanz …or how to avoid using Excel to manage a project schedule..! Step 2: Defining basic Project information & Loading Project
- 2. Agenda The Basics of Microsoft Project Creating & Assigning a Project calendar Defining basic Project information Loading Project resources Creating a top-level WBS (Summary Tasks) Loading each top-level WBS (Subtasks) Task Types, Durations & Predecessors Filtering & Reports
- 4. Defining Basic Project Information The Basics of Microsoft Project 1 2 3 Select your Project start date (Default Calendar should be set from prior step) Select OK when finished Select Project tab, then Project Information 4 4 Then Select File > Save and save your Project Schedule
- 6. Loading Project Resources The Basics of Microsoft Project 1 2 4 5 6 3 From the Task tab, select the View drop-down From the View drop- down, select the Resource Sheet Select the Resources tab, Add Resources and select the Address Book
- 7. Loading Project Resources The Basics of Microsoft Project Search in the Global Address Book for those you’re looking to add to your project. Select Add Once the list is complete, select OK
- 8. Loading Project Resources The Basics of Microsoft Project Be sure the update the resource initials (important as you add resources, and your resource list gets larger) Update the base calendar (created earlier) used by each resource so non-working time is reflected properly for all resources Repeat as needed to add additional resources at any time 1 2 3