The Basics of Microsoft Project

André Sanz

…or how to avoid using Excel to manage a project schedule..!

Step 1: Creating & Assigning a Project calendar

AgendaThe 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

Disclaimer (…and pet peeve)

The Basics of Microsoft Project

This presentation is based on Microsoft Project 2010 (14.0.6129.5000)

Location of referenced items in other versions of Microsoft Project may be different

The output of Microsoft Project (typically a Gantt chart) is a Project schedule; A Project plan is:

...a formal, approved document used to guide both project execution and project control. The primary uses of the project plan are to document planning assumptions and decisions, facilitate communication among stakeholders, and document approved scope, cost, and schedule baselines.

Creating & Assigning a Project Calendar

Creating a Project CalendarThe Basics of Microsoft Project

A Project Calendar allows you to account for known, common periods of non-working time It doesn’t account for individual vacation

or sick days (and shouldn't be used for that)

Allows you to schedule a project knowing that these day(s) are accounted for Set it and forget it

Creating a Project CalendarThe Basics of Microsoft Project

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Select Project tab, then Change Working Time

Click on Create New Calendar…

Give the Calendar a name and click OK

Creating a Project CalendarThe Basics of Microsoft Project

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Select your newly-created calendar from the drop down list, and begin entering the non-working times

Select OK when finished

Assigning a Project CalendarThe Basics of Microsoft Project

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Select your newly-created calendar from the drop down list

Select OK when finished

Select Project tab, then Project Information

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