ms project tutorial 11-14-12

8/12/2019 MS Project Tutorial 11-14-12

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Instructions & Legend

1. Click topics in blue box to view tutorials

2. Click down arrow to advance to next slide3. Click to return to this page

4. Text in Purple box indicates a Process

5. Text in Aqua box indicates Information

6. Text in Orange box indicates Hint

MS Project Home Page

Change Novel Password (UDOT only)Access problems assistance

Project Creation Process

Project Update Process

MS Project Consultant Access

Access to UDOT Microsoft Project Scheduling

UDOT Microsoft Project SchedulingTutorial - Main Page

Set Up MS Project 2010 Server Account


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Step 1. Request an Active Directory ID

by completing and submitting the request

form via the link below.

UDOT Network Login Request Form

MS Project Consultant Access

Step 2.Only complete this step if you dont have

ePM access. Both an Active Directory ID and

an ePM log-in are required to access UDOT MS

Project Scheduling.ePM Access Request Form

Completion of these steps will give you access

into the UDOT MS Project Scheduling system.

For the UDOT Contact, you

can use a UDOT Project

Manager or Dave Adamson

([email protected])

Back

to

Main
https://docs.google.com/spreadsheet/viewform?formkey=dENPU0o3RExYSU8zXzkxU2FRbnlmRXc6MQhttps://www.google.com/url?q=http://www.udot.utah.gov/main/f?p=100:pg:0:::1:T,V:716,42021&sa=U&ei=ylh4UMWBC-iY2wWlgIHYDQ&ved=0CAcQFjAA&client=internal-uds-cse&usg=AFQjCNFxecPLZ5mABew6GPFYcZ6eKOFHIwhttps://www.google.com/url?q=http://www.udot.utah.gov/main/f?p=100:pg:0:::1:T,V:716,42021&sa=U&ei=ylh4UMWBC-iY2wWlgIHYDQ&ved=0CAcQFjAA&client=internal-uds-cse&usg=AFQjCNFxecPLZ5mABew6GPFYcZ6eKOFHIwhttps://www.google.com/url?q=http://www.udot.utah.gov/main/f?p=100:pg:0:::1:T,V:716,42021&sa=U&ei=ylh4UMWBC-iY2wWlgIHYDQ&ved=0CAcQFjAA&client=internal-uds-cse&usg=AFQjCNFxecPLZ5mABew6GPFYcZ6eKOFHIwhttps://www.google.com/url?q=http://www.udot.utah.gov/main/f?p=100:pg:0:::1:T,V:716,42021&sa=U&ei=ylh4UMWBC-iY2wWlgIHYDQ&ved=0CAcQFjAA&client=internal-uds-cse&usg=AFQjCNFxecPLZ5mABew6GPFYcZ6eKOFHIwhttps://docs.google.com/spreadsheet/viewform?formkey=dENPU0o3RExYSU8zXzkxU2FRbnlmRXc6MQ


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Back

to

Main

MS Project Home Page

MS Project Access

Click on link to access MS Project Scheduling

http://sp.udot.utah.gov

Enter Novel login

User name: Utah\(your Novel user name)

Password: (your Novel password)
http://sp.udot.utah.gov/http://sp.udot.utah.gov/http://sp.udot.utah.gov/http://sp.udot.utah.gov/


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2. Enter your current NOVEL

username and password and

then click on

Re-set Novel Password

Back

to

Main

1. Please click on the link below

https://login2.utah.gov

3. Click on My Accounts

4. Click on Change Password

5. Enter Current Password and

New Password and click on
https://login2.utah.gov/https://login2.utah.gov/


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Project Web Application

Project schedule can be viewed and modified via any internet connection.

This is a scaled down version of MS Project Professional.

Project Status Report

Displays schedule % complete

and Task % complete

Projects

Location where the PM can link and unlink

projects. When a project is linked, basic project

data is synced to an MS Project Template

Activity End Date Change Approval

Location where Project Managers "approve" or

"modify" requests to change project activity end dates.

Initial Activity Setup

Location where Functional Managers can input

the initial effort (hrs) and duration (days) during

setup of the project schedule. Can also create

subtasks of assigned parent task

Activity Updates

Location where functional managers update and

status project activities.

Program Manager

Region Program Manager access to the Region projects

Team Maintenance

Location where Resource Teams are defined and

staffed. Also used for resource hierarchy for

management access and reports.Back

toMain

Click on Link

names to

view pages

Name of individual logged

into MS Project Scheduling


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Back

to

Main

Click on Link to MS Project

to create project in

enterprise system

Click on Un-Link todelete the project in

MS Project

After project link, click on

Project Name to open

schedule in Project Web

Application (PWA)

Click UDOT icon to return to HOME page in UDOT

Project scheduling tool and also in this tutorial


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1. Project Manager can Approve or

Modify proposed Activity End Date

Difference

The Current EndDate subtracted

from the Proposed

End Date

Back

to

Main

Current Activity Float

Zero float means that the

Activity is on Critical Path.

If float is greater than

Difference then Approval of

new end date will not

change Project End Date

Current

End Date

Proposed

End Date




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2. Select Project

5. Re-assign Activity Lead if different

from original assignment. Just click

on cell, press the delete key andthen type new name auto pick list

will appear as you type name.

Also can assign others to task.

3. Create

Subtasks to

Activity if

desired4. Enter anticipated Hours & Days

for assigned Activities and

Subtasks

Back

to

Main



1. Select Team or Person .

(should auto default to your name)

Parent Activity totals

roll up from Subtasks

Subtasks are

indented

Toggle to show all project tasks or

just tasks for selected name

Auto defaults to your name.

Can also select those

subordinate to you as per the

Team Maintenance logic

Task Lead is the first name listed.

Task Lead is responsible for

Activity Duration (Days) and their

Hours. Others assigned to task are

responsible only for their Hours.

Click on Add Resource to add

additional Resources to Activity


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Back

to

Main

Click PMs name toview projects

Information on this screen

is only available to Region

Program Managers

Displays number of Projects in

Scoping or Active ePM status and

also shows number of those projects

linked in MS Project Scheduling.




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Back

to

Main

Team Maintenance Under construction

Click To go to Home Page


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Back

to

Main

Project Schedule Maintenance Under construction

Click To go to Home Page


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Back

to

Main


1. PM Links Project

2. PM Opens Project

a) Project Web Access

b) Project Professional 2010

3. PM Modifies Project Activities & Logic

4. PM Assigns Resources to Activities

a) Add New Resource to Team

5. FM Inputs Initial effort(hrs) &

Durations(days)

6. PM Reviews Initial Schedule and

Negotiates Effort and Durations.

7. PM Publishes and Baselines Schedule.

Click PMs name to

view projects


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Back

toMain


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For selected project, click on

Link to MS Project

1. PM Links Project

2. PM Opens Project

a) Project Web Applicationb) Project Professional 2010

3. PM Modifies Project

Activities & Logic

4. PM Assigns Resources to

Activities

a) Add New Resource to

Team

5. PM Closes Project

a) Project Web Application


6. FM Inputs Initial

effort(hrs) &

Durations(days)

7. PM Reviews Initial

Schedule and Negotiates

Effort and Durations.

8. PM Publishes andBaselines Schedule.




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Back

toMain


2 of 2

1. Select Template

2. Select Start Date

3. Click Link

Window Pops up during Project Linking(Linking usually takes about 30 seconds)

1. PM Links Project

2. PM Opens Project



Activities & Logic


Activities


Team





effort(hrs) &

Durations(days)








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Back

toMain


1 of 3

Project is now Linked

Screen regeneration is required to see that

project is linked.

Do one of the following:

- hit the F5 button- hit the regeneration button

- click in the address bar and hit ENTER

Click on Project Name to open in

Project Web Application (PWA)

1. PM Links Project

2. PM Opens Project



Activities & Logic


Activities


Team





effort(hrs) &

Durations(days)








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Back

toMain


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Project Activities

Project Web Application is a simplified version

of MS Project. It is web based and can be

accessed from any internet connection. It can

only be accessed using MS Internet Explorer.

Click on Edit to

check-out project

Project Gantt Chart

Prior to project check-out, only

the most recent Published

version of schedule is visible

1. PM Links Project

2. PM Opens Project



Activities & Logic


Activities


Team





effort(hrs) &

Durations(days)








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Back

toMain


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Project Activities can now

be modified

After project check-out

menu buttons are active

After project check-out,

schedule modifications made

since the last Publish are visible

If project is checked out in PWA, then it

must be checked-in before opening it inMS Project Professional 2010 (MSPP10). It

is good practice to check in project after

modification. If project is not checked in,

then Functional Managers can not input

initial hrs & days.

1. PM Links Project

2. PM Opens Project



Activities & Logic


Activities


Team




effort(hrs) &

Durations(days)








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1. PM Links Project

2. PM Opens Project



Activities & Logic


Activities


Team




effort(hrs) &

Durations(days)








1. Open

Microsoft

Project 2010

2. Select UDOT MS Project

Server & click on OK

3. Enter novel User

name and

Password.

Remember to type

utah\ before

User name

4. Select File

and click on

Open

5. Select

Retrieve the

list of all

projects from

Project Server

& click on Open

6. Select

the desired

project &

click onOpen

Project is now

open in MS Project

Professional 2010


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Under Construction

1. PM Links Project

2. PM Opens Project



Activities & Logic


Activities


Team




effort(hrs) &

Durations(days)








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Under Construction

1. PM Links Project

2. PM Opens Project



Activities & Logic


Activities


Team




effort(hrs) &

Durations(days)








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2. Select Project



on cell, press the delete key and

then type new name auto pick list

will appear as you type name.

Activity Lead Enters Days and Hours.

3. Create

Subtasks

to Activity

if desired

4. Enter anticipated Work (hrs)

& Duration (days) for assigned

Activities and Subtasks

Back

toMain




1. PM Links Project

2. PM Opens Project




Activities & Logic


Activities


Team




effort(hrs) &

Durations(days)







6. Enter only Initial Activity Hours if

not Activity Lead


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2. Select Project



on cell, press the delete key and then

type new name auto pick list will

appear as you type name

5. Create

Subtasks to

Activity if

desired

3. Enter anticipated Work (hrs) &

Duration (days) for assigned

Activities and Subtasks

Back

toMain




1. PM Links Project

2. PM Opens Project




Activities & Logic


Activities


Team




effort(hrs) &

Durations(days)








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Back

toMain


2 of 2

1. PM reviews the initial Activity durations and

the overall schedule.2. PM decides if schedule end date is

acceptable.

3. If schedule end date is too late, then PM

negotiates with Functional Managers to shorten

Activity durations.

4. PM enters updated Activity duration in PWA

or MS Project Professional.

1. PM Links Project

2. PM Opens Project




Activities & Logic


Activities


Team




effort(hrs) &

Durations(days)








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Back

toMain


2 of 2

A schedule baseline can only

be created in MS ProjectProfessional

1. PM Links Project

2. PM Opens Project




Activities & Logic


Activities


Team




effort(hrs) &

Durations(days)







Click to Publish project.

When project is published, the submit for

advertisement date in ePM screen 510 will

be linked to the MS Project end date so that

the only way to modify this date is update

the project schedule.


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Set Up MS Project 2010 Server Account Under Construction

1. Open MS Project Professional

2. Click on File and then Infoand then Manage Accounts

3. Click on Add

4. Enter Account Name and Project Server URL as shown.

5. Click on OK

Back

toMain

ms project tutorial 11-14-12

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