Contents

Chapter 1 - Introduction
Purpose ......................................................................................................................................
Required Background Knowledge ............................................................................................
Purpose of Planning ..................................................................................................................
Project Planning Metrics ...........................................................................................................
Planning Cycle ..........................................................................................................................
Levels of Planning ....................................................................................................................
Monitoring and Controlling a Project .......................................................................................

Chapter 2 - Creating A Project Schedule

Understanding Planning and Scheduling Software ..................................................................
Understanding Your Project ......................................................................................................
Level 1 Planning without Resources .....................................................................................
Level 2 Tracking Progress without Resources .......................................................................
Level 3 Planning with Resources and/or Costs ....................................................................
Level 4 Tracking Progress of a Resourced Schedule .............................................................

Chapter 3 - Navigation And Setting The Options Microsoft Project

Starting Microsoft Project Professional and Standard ..............................................................
Identify the Parts of the Project Screen ....................................................................................
Customizing the Screen ............................................................................................................
Microsoft Project Windows ......................................................................................................
Status Bar ..................................................................................................................................
Forms Available from the Ribbon Groups ................................................................................
Right-clicking with the Mouse .................................................................................................
Finding the Task Bars in the Gantt Chart ..................................................................................
Setting up the Options ...............................................................................................................
Mouse Pointers .........................................................................................................................
Select All Button .......................................................................................................................

Short Cut Keys ..........................................................................................................................

Help - Tell me what to do ..........................................................................................................
Workshop 1 Navigation and Setting Your Project Options ....................................................

Chapter 4 - Creating Projects And Templates

Starting Microsoft Project 2013 ................................................................................................
Creating a Blank Project ...........................................................................................................
Opening an Existing Project .....................................................................................................
Re-opening a Project .................................................................................................................
Creating a Project Template ......................................................................................................
Creating a New Project from a Template ..................................................................................
Saving Additional Project Information .....................................................................................
Using the Alt Key and Keystrokes to Access Commands ........................................................
Saving a Project ........................................................................................................................
Closing Microsoft Project .........................................................................................................
Workshop 2 - Creating a Project ...............................................................................................

Chapter 5 - Defining Calendars

Understanding Calendars ..........................................................................................................
Editing Calendars ......................................................................................................................
Creating a New Calendar ..........................................................................................................
Assigning a Calendar to a Project .............................................................................................
Calculation of Tasks in Days ....................................................................................................
Effect on 2007 Calendars When Saving to 2000 2003 ..........................................................
Selecting Dates .........................................................................................................................
Workshop 3 - Maintaining the Calendars .................................................................................

Chapter 6 - Adding Tasks

Understanding Tasks .................................................................................................................
Adding New Tasks ....................................................................................................................
Understanding Change Highlight .............................................................................................
Copying and Pasting Tasks .......................................................................................................
Copying Tasks from Other Programs ........................................................................................
Milestones .................................................................................................................................
Reordering Tasks by Dragging .................................................................................................

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Sorting Tasks .............................................................................................................................

Task Information Form .............................................................................................................
Elapsed Durations .....................................................................................................................
Indicators Column .....................................................................................................................
Assigning Calendars to Tasks ...................................................................................................
Workshop 4 - Adding Tasks ......................................................................................................

Chapter 7 - Organizing Tasks Using Outlining

Understanding Outlining ...........................................................................................................
Creating an Outline ...................................................................................................................
Promoting and Demoting Tasks ................................................................................................
Summary Task Duration Calculation ........................................................................................
Summarizing Tasks ...................................................................................................................
Project Summary Task ..............................................................................................................
Workshop 5 - Entering Summary Tasks ...................................................................................

Chapter 8 - Formatting The Display

Formatting the Columns ...........................................................................................................
Formatting Time Units ..............................................................................................................
Formatting the Bars ..................................................................................................................
Row Height ...............................................................................................................................
Format Fonts ............................................................................................................................
Format Timescale .....................................................................................................................
Format Gridlines .......................................................................................................................
Format Colors ...........................................................................................................................
Format Links, Dependencies, Relationships, or Logic Lines ...................................................
Workshop 6 - Formatting the Bar Chart ...................................................................................

Chapter 9 - Adding Task Dependencies

Understanding Dependencies ...................................................................................................
Understanding Leads and Lags .................................................................................................
Restrictions on Summary Task Dependencies ..........................................................................
Assigning Dependencies ...........................................................................................................
Scheduling the Project ..............................................................................................................
Workshop 7-Adding the Relationships .....................................................................................

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Chapter 10 - Network Diagram View

Understanding the Network Diagram View ..............................................................................
Adding and Deleting Tasks in the Network Diagram View ......................................................
Adding, Editing and Deleting Dependencies ............................................................................
Formatting the Task Boxes .......................................................................................................
Formatting Individual Boxes ....................................................................................................
Formatting the Display and Relationship Lines .......................................................................
Early Date, Late Date and Float/Slack Calculations .................................................................
Workshop 8 - Scheduling Calculations .....................................................................................

Chapter 11 - Constraints
Assigning Constraints ...............................................................................................................
Deadline Date ...........................................................................................................................
Changing Manually Scheduled Tasks to Auto Scheduled ........................................................
Task Notes .................................................................................................................................
Completed Schedule Check List ..............................................................................................
Workshop 9 - Constraints ..........................................................................................................

Chapter 12 - Filters
Understanding Filters ................................................................................................................
Understanding the Filter Menu .................................................................................................
Applying an Existing Filter .......................................................................................................
Creating and Modifying Filters .................................................................................................
Defining Filter Criteria .............................................................................................................
AutoFilters ................................................................................................................................
Adding New Filters to the Global .............................................................................................
Copy a Filter to and from Another Open Project ......................................................................
Workshop 10 - Filters ................................................................................................................

Chapter 13 - Tables And Grouping Tasks

Understanding Project Breakdown Structures ..........................................................................
Tables ........................................................................................................................................
Custom Fields ...........................................................................................................................

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Grouping ...................................................................................................................................
Workshop 11 - Reorganizing the Schedule ...............................................................................

Chapter 14 - Views And Details

Understanding Views ................................................................................................................
Creating a New View ................................................................................................................
Details Form .............................................................................................................................
Timeline View ...........................................................................................................................
A Logical Process for Developing a View ................................................................................
Workshop 12-Organizing Your Data Using Views and Tables .................................................

Chapter 15 - Printing And Reports

Printing ......................................................................................................................................
File, Print Form .........................................................................................................................
Page Setup .................................................................................................................................
Manual Page Breaks .................................................................................................................
Understanding Reports .............................................................................................................
Visual Reports ...........................................................................................................................
Microsoft Project Reports .........................................................................................................
Workshop 13 Printing ............................................................................................................

Chapter 16 - Tracking Progress

Setting the Baseline ..................................................................................................................
Practical Methods of Recording Progress .................................................................................
Understanding Tracking Progress Concepts .............................................................................
Updating the Schedule ..............................................................................................................
Simple Procedure for Updating a Schedule ..............................................................................
Procedure for Detailed Updating ..............................................................................................
Comparing Progress with Baseline ...........................................................................................
In-Progress Schedule Check List ..............................................................................................
Corrective Action ......................................................................................................................
Workshop 14 - Updating the Schedule and Baseline Comparison ...........................................

Chapter 17 - Creating Resources And Costs

Creating Resources in the Resource Sheet ................................................................................
Grouping Resources in the Resource Sheet ..............................................................................
Resource Information Form ......................................................................................................
Resource Calendars ...................................................................................................................
Workshop 15 - Defining Resources .........................................................................................

Chapter 18 - Assigning Resources And Costs To Tasks

Fixed Costs ...............................................................................................................................
Assigning Work without a Resource .........................................................................................
Resource Definitions .................................................................................................................
Task Type and Effort-Driven ....................................................................................................
Resource Calendars ...................................................................................................................
Assigning Resources using the Resource Assignment Form ....................................................
Assigning Resources Using the Task Details Form ..................................................................
Assigning Resources Using the Task Information Form ..........................................................
Assigning Resources from the Resource Column ....................................................................
Assignment of Resources to Summary Tasks ...........................................................................
Resource Engagement ...............................................................................................................
Rollup of Costs and Hours to Summary Tasks .........................................................................
Contour the Resource Assignments ..........................................................................................
Workshop 16 - Assigning Resources to Tasks ..........................................................................

Chapter 19 - Resource Optimization

Resource Graph Form ..............................................................................................................
Resource Graph View ..............................................................................................................
Resource Tables View ...............................................................................................................
Detailed Styles Form ................................................................................................................
Creating an S-Curve from Microsoft Project ...........................................................................
Team Planner View ...................................................................................................................
Printing Resource Profiles and Tables ......................................................................................
Creating Resource Graphs, Crosstab Tables, S-Curves in a Spreadsheet .................................
Resource Optimization .............................................................................................................
Workshop 17 Resource Graphs and Tables ............................................................................

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Chapter 20 - Updating Projects With Resources

Understanding Baseline Dates, Duration, Costs and Hours .....................................................
Understanding the Status Date ..................................................................................................
Formatting the Current Date and Status Date Lines ................................................................
Information Required to Update a Resourced Schedule ...........................................................
Updating Dates and Percentage Complete ................................................................................
Updating Resources ..................................................................................................................
Splitting Tasks ...........................................................................................................................
Summary Tasks and Earned Value ............................................................................................
Workshop 18 - Updating a Resourced Schedule .......................................................................

Chapter 21 - Project Options

General ......................................................................................................................................
Display ......................................................................................................................................
Schedule ....................................................................................................................................
Proofing ....................................................................................................................................
Save ...........................................................................................................................................
Language ...................................................................................................................................
Advanced ..................................................................................................................................
Customize Ribbon .....................................................................................................................
Quick Access Toolbar ...............................................................................................................
Add-Ins .....................................................................................................................................
Trust Center ...............................................................................................................................
Authors Recommended Setup for New Projects ......................................................................
Commands Removed From the Microsoft Project 2007 Options, View Form .........................

Chapter 22 - Microsoft Project Server New

Understanding Microsoft Project Server ..................................................................................
Changes for Schedulers and Project Managers .........................................................................
How Microsoft Project Server Operates ...................................................................................
New Functions for Project Managers .......................................................................................
Tips for Implementers ...............................................................................................................
Accessing Projects from a Microsoft Project Server ................................................................
Accessing Project Server Schedules through the Web App ......................................................

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Chapter 23 - Tables And Grouping Tasks

Working with Hourly Calendars ...............................................................................................
Managing Calendars .................................................................................................................
Adding Tasks .............................................................................................................................
Formatting Bars ........................................................................................................................
Task Splitting ............................................................................................................................
Logic .........................................................................................................................................
Custom Outline Codes and WBS ..............................................................................................
Sharing Resources with Other Projects ....................................................................................
Tracking Progress .....................................................................................................................

Chapter 24 - Tools And Techniques For Scheduling

Understanding Menu Options ...................................................................................................
Cut, Copy and Paste Row .........................................................................................................
Cut, Copy and Paste Cell ..........................................................................................................
Copy Picture .............................................................................................................................
Fill Down ..................................................................................................................................
Clear Contents ...........................................................................................................................
Find and Replace ......................................................................................................................
Go To .........................................................................................................................................
Insert Recurring Task ................................................................................................................
Copy or Cut-and-Paste to and from Spreadsheets ....................................................................
Paste Link Cell Values in Columns ........................................................................................
Unique Task, Resource and Assignment ID ..............................................................................
Organizer ...................................................................................................................................
File Types ..................................................................................................................................
Recording a Macro ....................................................................................................................

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