project training guide module 1 of 2

Introduction to Microsoft® Office Project 2003 – Training Guide

Module I

Abstract

This “Introduction to Microsoft Office Project 2003” training guide will enable you to use Project 2003 and benefit from its project management functionality. The training imparted applies to Microsoft Office Project Standard 2003 and Microsoft Office Project Professional 2003. It is designed for project managers just beginning to use Project 2003 and for those still searching for an effective project management tool. This training guide does not cover all the functionalities in Project Standard 2003 and Project Professional 2003 and is intended to be a quick training to get you started on using Project.

July 2005

The information contained in this document represents the current view of Microsoft Corporation on the issues discussed as of the date of publication. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information presented after the date of publication.

This training guide is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, AS TO THE INFORMATION IN THIS DOCUMENT.

Complying with all applicable copyright laws is the responsibility of the user. Without limiting the rights under copyright, no part of this document may be reproduced, stored in or introduced into a retrieval system, or transmitted in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without the express written permission of Microsoft Corporation.

Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this document. Except as expressly provided in any written license agreement from Microsoft, the furnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectual property.

Unless otherwise noted, the example companies, organizations, products, domain names, e-mail addresses, logos, people, places and events depicted herein are fictitious, and no association with any real company, organization, product, domain name, email address, logo, person, place or event is intended or should be inferred.

© 2005 Microsoft Corporation. All rights reserved.

Microsoft and Excel are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. The names of actual companies and products mentioned herein may be the trademarks of their respective owners.

Introduction to Microsoft Office Project 2003 – Training Guide (Module 1)

TABLE OF CONTENTS

OVERVIEW...............................................................................................3

MODULE I.................................................................................................4

1 INTRODUCTION..................................................................................4

1.1 TARGET GROUP.................................................................................................41.2 CONTENT.........................................................................................................4

2 SETTINGS..........................................................................................7

2.1 INTRODUCTION TO THE USER INTERFACE.................................................................72.2 RECOMMENDED SETTINGS FOR FIRST STEPS IN PROJECT.............................................8

3 BUILD THE PROJECT PLAN.................................................................10

3.1 DETERMINE TASKS...........................................................................................113.2 CHANGE AND ERASE TASKS...............................................................................133.3 GROUP/ STRUCTURE TASKS................................................................................133.4 IMPORTING TASKS FROM MICROSOFT OFFICE EXCEL®............................................163.5 DEFINE MILESTONES........................................................................................173.6 DEFINE TASK DEPENDENCIES.............................................................................183.7 SETTING UP THE TIMELINE.................................................................................23

4 ASSIGN AND MANAGE RESOURCES....................................................26

4.1 CREATE PROJECT TEAM.....................................................................................264.2 ASSIGN TEAM MEMBERS TO TASKS......................................................................26

APPENDIX A: Additional Reference Resources............................................................29

© 2005 Microsoft Corporation. All rights reserved. of 28


OverviewThis Training Guide focuses on project managers who are new to Microsoft Office Project 2003. It is designed for project managers just beginning to use Project 2003, and for those still searching for an effective project management tool. The training imparted applies to Project Standard 2003 and Project Professional 2003. It is designed to deliver a concise introduction to Project which allows project managers to use the tool efficiently from the start and achieve immediate results. It does not cover all the functionalities in Project Standard 2003 and Project Professional 2003.

This Introduction to Microsoft Office Project 2003 training will guide you through the entire project management lifecycle. The course is divided into two one-hour blocks of training (modules); Module I focuses on planning and Module II focuses on updating and managing your project plan.

Following this introduction in Module I, Chapter 2 presents basic settings within Project which will enable you to adopt a best practices approach for project planning. Based on this approach, Chapters 3 and 4 cover necessary aspects of project planning.

In Module II Chapter 1 shows you how to update your project plan, including such tasks as determine baseline and updating progress. Chapter 2 and 3 cover controlling the current project status and reporting possibilities. Chapter 4 provides a brief overview of how you can benefit from Project’s project management methodology in the future. Of course, Project has additional functionality not covered by this training guide; once you feel comfortable with the features presented here, you may want to explore the tool’s more advanced features.

To enhance the effectiveness of this training guide, MPP files are included for you to practice each concept. To begin using Project, simply read through this guide and repeat the steps yourself in Project. The following symbols will make using this Training Guide even more effective:

An MPP file is available for you to review the presented concepts

Additional information will be presented

Helpful hint

Highlights some of the advantages of using Project



Module I

1 IntroductionDue to the ever-increasing number of projects and programs in most companies, effective and efficient project management is more necessary now than ever before.

1.1 Target group

Have you ever searched for an effective tool to help manage a project, yet ended up using Microsoft Office Excel®? Don’t worry, you are not alone. Many project managers find themselves in such a situation and react just like you – they keep using Excel. The reason is pretty simple - people are used to Excel and Project seems to be too complex to offer quick support.

Projects managed in Excel generally begin similarly. With the need to track tasks, milestones, and deadlines, the project manager sets up a table – it’s easy to do, does not take too much time, and seems at first to be sufficient.

Problems occur when the project is underway and things do not go as planned, as is the case with most projects. “How does a delay in one task influence the milestone, the project deadline?” “Will other tasks be affected by this delay?” “Do I have to reschedule working times for some of my team members?” In the absence of an effective project management tool, the project manager must expend a great deal of effort to gather the necessary information.

If you are new to project management, we recommend that you begin using Project right away – it will be so beneficial for you. Not only will predefined views for the whole project lifecycle help you plan, track and report on your project, they will also guide you from a project management perspective.

1.2 Content

Project is a powerful tool which supports individual project management as well as enterprise project management. However, this training is limited only to project and team management as highlighted in the following figure.

TeamManagement

Enterprise Project Management

Program/ Portfolio Management

Project Management

TeamManagement

Enterprise Project Management

Program/ Portfolio Management

Project Management

Fig. 1: Scope of training



This training will address the following core activities of project and team management:

Structuring the project

Scheduling and controlling completion dates

Assigning work to team members

Additional Project functionality, such as cost planning and controlling and resource capacity management, can be addressed through other comprehensive training courses.

This training will cover the project life cycle, from initial project planning (create a work breakdown structure, edit tasks, work with dependencies, estimate durations, milestones, adjust tasks, estimate effort, completion dates) through resource planning (create project team, assign team members to tasks) to updating the plan (set a baseline, revise and update the project structure, edit the plan, update task progress, controlling plan vs. baseline). Additionally, you will learn how to apply basic settings to your Project installation, to make this tool as easy to use as Excel. For this training, you will need Microsoft Office Project Standard 2003 or Microsoft Office Professional 2003.

This Training Guide will provide you with all necessary knowledge to allow you to get started with Project. Simply follow the steps in this guide and use the MPP files to practice what you learn. Our training approach will provide you with a means to use Project in a way which resembles the look and feel of Excel, but incorporates the powerful functionality of Project.

Note: Planning projects with Project is at least as easy as planning projects with Excel. In the following you will learn how Project allows you to …

> access planned data due to durations, start, finish, etc. of tasks

> easily restructure a project plan

> review the effects of changes to the project structure

> export information to other Microsoft Office programs

> print hardcopies of selected data

> compare planned data with actual data, graphically as well as (alpha) numerically



2 Settings

2.1 Introduction to the user interfaceThis chapter discusses Project’s main user interface, including a discussion of where to find needed menu commands.

Start Project

o Define a new project plan in the empty project schedule Project generates each time you open the tool.

o If you want to create an additional new project plan, select File/ New to start the process of creating a new project plan (see Fig. 2).

Fig. 2: Create a new project plan

Learn more about the user interface

o The control elements of Project function just as they do in other Microsoft Office programs, such as Microsoft Office Word and Excel. You can easily find the menus and toolbars. Open a menu such as File or Edit, and use your mouse to point to New in the dropdown list.

o Project offers you different views to review and input information. Select View/View Bar to show the view bar (see Fig. 3Error:Reference source not found), where you can select a view with one mouse click. Click the icons in the view bar to see the information presented by the different views. Click on the views Tracking Gantt and Gantt Chart.


Create new

project plan

Enable View Bar


Fig. 3: Enable View Bar

2.2 Recommended settings for first steps in Project This chapter reviews the recommended settings when beginning to use Project. These settings help you concentrate on the functions which allow you to use Project right away.

The following preferences are best practices for easy project management with Project. They effectively define the easiest planning approach and, by deactivating the planning wizard. adjust the look and feel to a simpler one,

o To regulate how Project calculates, select Tools/Options. Then choose the Schedule tab (see Fig. 4).

o Set Default task type Fixed Duration.

o New Tasks are effort driven deselect the check box.


Adjust best

practices in

Tools/ Options


Fig. 4: Schedule options

To activate the planning wizard, select Tools/Options. Then choose the General tab. Select Advice from Planning Wizard (see Fig. 5).

Fig. 5: General options – Planning Wizard



Display the project summary task to display the total duration of the project.

o To display the project summary task, select Tools/Options, and then choose the View tab.

o Select Show project summary task and Show outline number; this will give you a better overview of your project structure (see Fig. 6).

Fig. 6: View options

3 Build the project planThe purpose of this chapter is to show you how to build a project plan in Project. Because this training is focused on offering a simple yet effective introduction to Project, the practical examples have been designed to also be simple yet effective. For this training, all examples will revolve around a simple project - planning a business trip. We selected this project as an example because you have most likely already planned a vacation, and you have an idea about what activities going on a trip with business colleagues entails.

By using this same project plan in every chapter, you will be able to see how subsequent chapters (and concepts) build upon earlier ones.

After each sub-chapter (3.1, 3.2,…), compare your project plan with the associated MPP practice file. If you did the exercises as directed, the project plan you generated should resemble the MPP practice file. If your generated project plan differs from the MPP practice file, you might want to use the MPP practice file as your starting point for the next exercises (rather than simply building on the project plan you created).



3.1 Determine tasksEnter Task Details to identify and document the specific activities that must be performed in order to produce the deliverables and sub-deliverables identified in the project “Planning a business trip.”

Note: Defined tasks should always be composed of an object and a verb. The task “Material for the journey” could be related to “Buy material for the journey” or “Sell material for the journey”.

First set the project start date

o From the Project menu, select Project Information…

o Enter a start date of May 23, 2005 (see Fig. 7)

Fig. 7: Setting the Start date

o Click OK

Enter tasks in the table area of the current view, called Gantt Chart view.

In the Task Name field, enter the name of the following tasks (see Fig. 8):

o ”Create participants list for the business trip”

o “Check basic conditions”

o “Book bicycles for a day trip ”

o “Organize accommodations and meeting rooms”

Fig. 8: First project plan



Note: Instead of creating a new project plan from scratch, you may want to base your project on one of the standard templates Project provides, or you can select one from http://www.microsoft.com/office/project.

The following steps demonstrate how to choose a template:

o Choose New... from the File menu and click on the link On my computer… (see Fig. 9).

Fig. 9: Template from your computer

o Click the Project Templates tab from the Templates dialog and choose an appropriate template (see Fig. 10). Click OK.

Fig. 10: New project template

Open the Project file Planning a business trip 3.1.mpp and compare it to your project plan.



3.2 Change and erase tasks You decide to first determine the destination yourself, and then the participants

will be selected. Change the order of the tasks in your project plan to display this change.

o In the gray area of the Entry table, click on the ID of the task “Check basic conditions” to select the entire row.

o Point the mouse at the bottom edge of the box. The mouse pointer changes to a white arrowhead with a move cursor. Click once, and then drag and drop the task to its new position before the task “Create participants list for the business trip”. A gray indicator bar displays visually where the task row will be positioned (see Fig. 11). This action moves all the information about the selected task.

Fig. 11: Changed order of the tasks

You decide it would be best to rent the bicycles on location. Delete the task “Book bicycles for a day trip”.

o In the gray area of the Entry table, click on the ID of the task “Book bicycles for a day trip” to select the row of the task you want to delete.

o Press the DELETE key.

o See the result in Fig. 12.

Fig. 12: Plan without the Task “Book Bicycles for a day trip”


3.3 Group/ structure tasks You want to structure the tasks into sub-tasks and summarize them. Then, you

will create new tasks and add them to the new hierarchical project plan.

o Insert a new task into the project plan.

In the Entry table, click on the field “Create participants list for the business trip”, where the new task is to be inserted.

Press the INSERT key on the keyboard three times.

Three blank rows will be inserted above the highlighted row (see Fig. 14).


DELETE a Task

INSERT a Task


Fig. 13: New task

Insert the following tasks:

“Define destination for the business trip”

“Find out about weather conditions”

“Define a day trip”

o Reclassify these newly entered tasks as sub-tasks.

Select the tasks that you want to identify as sub-tasks, from “Define destination for the business trip” through “Define a day trip” (see Fig. 14).

Fig. 14: Marked tasks

Click the Indent button ( ) to indent the tasks and make them subtasks of the preceding task “Check basic conditions”, as shown in Fig. 15.

Fig. 15: Intend tasks

o Mark tasks and use the Indent and Outdent buttons to create summary tasks and sub-tasks.

Learn to undo a summary task

o Select a sub-task of the summary task "Check basic conditions".

o Click the Outdent button ( ) to outdent the sub-task, pushing it to a higher level of the hierarchy

o As you outdent the sub-task, summary task formatting will be removed from the appropriate task.


Indent/ Outden

t Task(s)


o Redefine the outdented task as a sub-task.

Apply these principles to structure other tasks.

o Insert the following two new tasks beneath the task “Create participants list for the business trip” (see Fig. 16):

“Invite participants to go on a business trip”

“Review responses and finalize participants list”

Fig. 16: Two new tasks

o Select the inserted tasks “Invite participants to go on a business trip” and “Review responses and finalize participants list” and click the Indent button to indent those tasks (see Fig. 17).

Fig. 17: Intend tasks

o Insert the following two new tasks beneath the task “Organize accommodation and meeting rooms”:

“Book hotel rooms for all participants”

“Double-check presentation rooms and equipment for business meeting (workshop/ presentation material, projector)”

o Define the inserted tasks as subtasks of “Organize accommodation and meeting rooms” (see Fig. 18).



Fig. 18: Two new sub-tasks


3.4 Importing Tasks from Microsoft Office Excel®A friend of yours has executed a similar project, but has generated the project plan in Excel. Excel tasks can be easily imported into Project, as can Project tasks be exported to Excel.

Create two tasks in Excel.

o Open Excel.

o Enter the following tasks, as shown in Fig. 19.

“Define leisure time activities at the business trip destination”

“Clarify all legal requirements to go to the business trip destination”

Fig. 19: Tasks in Excel

o Save the Excel file and call it Export to Project.

o Select the two new tasks and click the Copy button.

Paste the new tasks into Project.

o Open Project.

o Select the task “Find out about weather conditions” and insert two new tasks by clicking the INSERT key. Project replaces existing information with the copied information when you paste onto selected fields.



o Select the new task field where you want to paste the information.

o Click the Paste button.

o The result should resemble Fig. 20.

Fig. 20: Imported tasks from Excel


Note: Information from other Microsoft programs can easily be imported to Project. You just have to open the program from which you want to copy information, copy the information using that program's copy command, and then paste the information to Project. Please remember that numerical data must be pasted to numerical fields, while alphanumerical data must be pasted to alphanumerical fields.

3.5 Define MilestonesIdentify key events in the project, such as deliverables, by marking them as a milestone.

Note: Milestones often identify the deliverables of a summary task. It is a best practice to end each summary task with a subtask that is marked as a milestone. To make this easy, you can name a milestone similarly to the summary task.

A milestone determines a specific point in time, and not a period of time. Consequently, you create a milestone by allocating a duration of zero to a task. Project will automatically identify the task with a diamond symbol on the Gantt Chart .

Insert three new tasks, each as the last task of a summary task, name them as described below and enter a duration of zero for each (see Fig. 21).

1. “Basic conditions checked” 0 d

2. “Participants selected” 0 d

3. “Accommodation and meeting rooms organized” 0 d



Fig. 21: Milestones

Create a milestone to highlight the finish date of the project summary task.

Insert a new task at the end of your project, name it as described below and enter a duration of zero for the task (see Fig. 22).

Fig. 22: End of the project - milestone “Business trip planned”


3.6 Define Task DependenciesSo far all tasks occur simultaneously. In reality, the execution of a specific task is often based on its relationship to other tasks, independent of actual dates. For example, you will not be able to research potential leisure activities at your destination until after you select that destination.



Note: The driving task (“Define destination for the business trip”) in the dependency is called the predecessor and the dependent task (“Define leisure time activities at the business trip destination”) is called the successor. In Project these dependencies are known as task links or task relationships.

Link tasks to reflect the order in which the business trip planning tasks will be performed.

Following is an exercise dealing with the most common type of dependency – a Finish-to-Start dependency.

Finish-to-Start (FS). The successor task cannot start until the predecessor task finishes.

o Example: You clear the table after dessert. The task “Clear the table” should start when the task “Eat the dessert” finishes.

Define predecessors and successors for your project.

o Double click the task that will be the successor (“Define leisure time activities at the business trip destination”) to see the Task Information dialog box (see Fig. 23). Click the Predecessors tab, enter the task ID or task Name of the predecessor (“Define destination for the business trip”), define the dependency type (Finish-to-Start) and click OK.

Fig. 23: Definition of the predecessor

Now look at how the dependency is portrayed in the Gantt Chart. An arrow appears from the finish of the predecessor to the start of the successor.

Define Finish-to-Start task dependencies for several consecutive tasks:

o Highlight the following tasks (see Fig. 24)

“Define leisure time activities at the business trip destination”

“Clarify all legal requirements to go to the business trip destination”

“Find out about weather conditions”

“Define a day trip”

“Basic conditions checked”.


See the Task

Information


Fig. 24: Definition of dependencies

o Click the Link Tasks button ( ) on the Standard toolbar.

Link the milestone “Basic conditions checked” to its successor “Invite participants to go on a business trip”.

o Double click the successor “Invite participants to go on a business trip” to see the Task Information dialog box. Click the Predecessors tab, enter the task ID or task Name of the predecessor “Basic conditions checked”, define the dependency type (Finish-to-Start), and click OK (see Fig. 25).

Fig. 25: Definition of the predecessor

Define Finish-to-Start relationships for the subtasks of the summary task “Create participants list for the business trip”.

o Select the following subtasks of “Create participants list for the business trip”.

“Invite participants to go on a business trip”

“Review responses and finalize participants list”

“Participants selected”

o Click the Link Tasks button ( ) on the Standard toolbar.

o Your screen should resemble Fig. 26.


Link Tasks


Fig. 26: Tasks with dependencies

Define the successors of “Participants selected”.

o Double click the following tasks:



o In the Task Information dialog box for each of these tasks, click the Predecessors tab, enter the task ID or task Name of the predecessor “Participants selected”, define the dependency type (Finish-to-Start) and click OK (see Fig. 27).

Fig. 27: Another dependency

Define the predecessors for the last two milestones of your project.

o Double click the successor “Accommodation and meeting rooms organized” to see the Task Information dialog box (see Fig. 28). Click the Predecessors tab, enter the task ID or task Name of the predecessors:



o Define the dependency type (Finish-to-Start), and click OK.



Fig. 28: Predecessors of the milestone "Accommodation and meeting rooms organized"

o Double click the successor “Business trip planned”. In the Task Information dialog box, click the Predecessors tab, enter the task ID or task Name of the predecessor “Accommodation and meeting rooms organized”, define the dependency type (Finish-to-Start), and click OK (see Fig. 29).

Fig. 29: Predecessors of the Milestone "Business trip planned”




3.7 Setting up the timeline

3.7.1 Enter durations

Once you have created your project plan, you may want to set dates for each task in the plan, as you did when using Excel. This is not how Project works. Project calculates start and finish dates for you, based on the project start dates you set (in Section 3.1), the dependencies you established (in Section 3.6) and task durations. In this way, Project saves a lot of time.

As durations change during the planning process, Project automatically updates the start and finish dates of tasks. For this reason, it is important to avoid manually setting dates, as this may reduce the efficiency of the project plan. When you enter a specific start date for a task, Project will not allow the task to begin before that date, even if a predecessor task has ended. Your plan may become static.

When entering task durations, enter the amount of time you expect will be needed to complete the task; don’t be concerned about the length of your project at this point. Based on dependencies among the project’s tasks, the project finish date will automatically be adjusted. Please note that durations can not be entered for summary tasks; Project will calculate summary task durations. If you don’t have enough information to enter a task’s duration, leave the default duration entry (1?) in the duration field. You can update durations at a later time.

Note: The default duration of tasks is 1?. The question mark helps you identify user-entered durations. As soon as you enter duration, the question mark disappears.

Project not only automatically calculates the finish date of the project, but also graphically illustrates the update.

To specify duration in a time unit other than day, type the number and the abbreviation for the time unit.

Enter durations for the tasks in your project.

o Select the Gantt Chart view.

o Click in the Duration field of the task “Define destination for the business trip”.

o Type the number 1 (and abbreviation if other than d for days). The available abbreviations are:

m = Minutes

h = Hours

d = Days

w = Weeks

mo, mon = Months

o Press ENTER. Continue until you have entered durations for all tasks of your project (also see Fig. 30):

o Enter the following durations:

“Define destination for the business trip” 1d



“Define leisure time activities at the business trip destination”3d

“Clarify all legal requirements to go to the business trip destination” 1d

“Find out about weather conditions” 2d

“Define a day trip” 3d

“Invite participants to go on a business trip” 1d

“Review responses and finalize participants list” 1d

“Book hotel rooms for all participants” 3d

“Double-check presentation rooms and equipment for business meeting (workshop/ presentation material, projector)” 2d

Fig. 30: Definition of duration

Open the Project file Planning a business trip 3.7.1.mpp and compare it to your project plan.

Note: Project automatically calculates the timeframe for your summary tasks, including the project summary task. The duration of these summary tasks does not necessarily reflect a sum of the subtasks’ duration, but instead it reflects the duration from the start of the first subtask until the last subtask finishes.

3.7.2 Due datesDuring her last business trip, a colleague received a gift certificate for a hotel room in the area selected for the business trip; however, it must be used no later than June 13th. You can instruct Project to remind you two working days before the certificate expires.

Create a graphical reminder of important dates.

o Double click the task “Book hotel rooms for all participants”.

o In the Task Information dialog box, select the Advanced tab.



o In the Deadline field, enter June 13th, 2005 (see Fig. 31) and click OK.

o In the Gantt Chart, you will see a due date symbol ( ) adjacent to the selected task.

Fig. 31: Deadline definition

Simulate the deadline reminder Project provides.

o Change the duration of “Book hotel rooms for all participants” to five days.

o An indicator will display if a task’s finish date is later than the established deadline (see Fig. 32).

Fig. 32: Deadline notice

Set a deadline of of June 14th, 2005 for the milestone “Business trip planned”.

Open the Project file Planning a business trip 3.7.2.mpp and compare it to your project plan.



4 Assign and manage resourcesAfter you define the operational structure of your project, you need to create the organizational structure. Four experienced businessmen will perform the project. At this point, you will specify which resources you need for the execution of your tasks. These resources will become your project team. You will then assign these resources to specific tasks in the project plan. This chapter demonstrates how resources are added to the project team and assigned to different tasks.

4.1 Create Project TeamProject resource information is stored in a special table within Project; you can easily view this information using the Resource Sheet view. You will use the Resource Sheet to create the list of resources that will make up your project team.

From the View menu, select Resource Sheet.

In the Resource Name field, type the name of the following resources you wish to add to your project(see Fig. 33):

o Steve Masters, with initial SM

o Mark Lee, with initial ML

o Aaron Con, with initial AC

o Eric Lang, with initial EL

Fig. 33: Project team

Note: Resource names cannot contain brackets ([ ]), commas (,), or semi-colons (;).


4.2 Assign team members to tasksAssign resources to tasks: once assigned, a resource assumes responsibility for completing that task.

From the View menu, select Gantt Chart.

Click the Assign Resource button ( ) in the Standard toolbar.


Activate the view Resource Sheet

Assign Resource to a task


To select several tasks at once, hold down CTRL while you click each task. Select the following tasks:

o “Define destination for the business trip”

o “Define leisure time activities at the business trip destination”

o “Clarify all legal requirements to go to the business trip destination”

Click the resource Steve Masters and then click the Assign button to assign him to the above three tasks (see Fig. 34).

Fig. 34: Assign Resources

Select the following tasks:

o “Find out about weather conditions”

o “Book hotel rooms for all participants”

Click the resource Mark Lee and assign him to the above two tasks.


o “Define a day trip”

o “Invite participants to go on a business trip”

Click the resource Aaron Con and assign him to the above two tasks.


o “Review responses and finalize participants list”

o “Double-check presentation rooms and equipment for business meeting (workshop/ presentation material, projector)”

Click the resource Eric Lang and assign him to the above two tasks.

Click Close.

Note: In the Gantt chart view, Project shows resource assignments in the Resource Names column, as well as graphically in the Gantt chart. (see Fig. 35).



Fig. 35: Gantt Chart view of resource assignments




APPENDIX A: Additional Reference Resources

Visit www.microsoft.com/office/project for more information, articles. templates, training and much more on Project 2003.

Resource Web PageDownload or Order a Trial Version of Project Standard 2003

http://www.microsoft.com/office/project/prodinfo/trial.mspx

Project on Office Online www.microsoft.com/office/projectWork Essentials for Project Managers www.microsoft.com/workessentials /

projectmanager The Project Map: Your Roadmap to Project Management

http://office.microsoft.com/en-us/assistance/HA010745311033.aspx

MPA: Official Industry Association for Microsoft® Office Project

www.mympa.org

Project Discussion Groups http://www.microsoft.com/office/community/en-us/default.mspx?lang=en&cr=US&dg=microsoft.public.project

Project 2003 Product Information http://www.microsoft.com/office/project/prodinfo/default.mspx


http://www.microsoft.com/office/project/prodinfo/default.mspx

http://www.microsoft.com/office/project/prodinfo/default.mspx

http://www.microsoft.com/office/community/en-us/default.mspx?lang=en&cr=US&dg=microsoft.public.project



http://www.mympa.org/



http://www.microsoft.com/workessentials/projectmanager

http://www.microsoft.com/workessentials/projectmanager

http://www.microsoft.com/office/project



http://www.microsoft.com/office/project

project training guide module 1 of 2

Documents

project team

project plan

project managers

microsoft office excel

training guidemodule

quick training

registered trademarks

group structure tasks