Microsoft Project 2003
Introduction to MS Project
Introductorywww.mousetraining.co.uk
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Table of Contents
Table of Contents 3
Section One 9
Introduction to MS Project 9
What is Microsoft Project? 10
Understanding Project Management 11
MS Project Language 12
Terminology 13
Starting MS Project 16
The Office Assistant 16
MS Project - The Screen 18
Elements of the Default View 19
Views and Tables 20
The Tracking Gantt View 22
MS Project - Menus 23
MS Project - The Tool Bars 25
Project Management 28
The Stages of Project Management 30
Monitoring and Adjusting 31
MS Project - Operational Basics 31
Section Two 33
Planning the Project 33
Defining the Project 34
The Goal 34
The Objectives 34
The Specification 34
The Limitations 34
Project Planning 36
Complete the Project Plan 37
Where to Begin with MS Project 38
Starting a New Project 38
Project Properties 39
The Calendar 40
Creating a New Base Calendar 41
Save the New Project File 42
Saving a Project 42
Ending a Project Session 44
Closing a Project 44
Section Three 45
Task Entry and Linking 45
Entering Tasks 46
The Task Information box/Task Sheet 47
The Task Entry Form 49
Tables and descriptions 50
Predecessor Table 50
Other Methods of Adding Tasks 52
In the Gantt Chart or the Task Sheet 52
Using the Task Information Form 52
Using The Network Diagram Chart 52
Add Tasks 53
Linking Tasks 54
Defining the Summary Tasks 55
The AutoCorrect Feature 59
Section Four 61
Resource Management 61
Resources 62
Define the Resources 62
Reviewing and Navigating the Resource Sheet 63
Enter Resources 64
Adding Resources to the Resource Sheet 64
View Resources 67
The Resource Sheet 67
The Resource Graph 67
Viewing Resource Usage 68
Viewing the Details of a single Resource 68
Set Resource Calendars 69
Allocate Resources 69
Editing Resource Information 71
Editing Data Entered by the User 71
Review Resource Usage 72
Inserting and Deleting Resources 73
Working with Resources on the Fly 73
Updating Resource Information on the Fly 74
Planned Time Scale 76
Lead Time and Lag Time 76
The Outlining View (Summary) 77
Promoting and Demoting Tasks 78
Section Five 79
Display Data and Cost Factors 79
Using Gantt Charts 80
Gantt Chart Principals 80
Changing the split between chart and table 80
Changing Time Scale 80
Changing the Palette 81
Using Network Diagram Charts 83
Network Diagram Chart principals 83
Using the Format, Box Styles command 83
Changing the contents of a Node 84
Changing the layout of the Chart 84
Zooming In and Out 85
Elements of the Network Diagram Chart 87
The Network Diagram Box 87
Navigating the Network Diagram Chart 88
More about Tables 89
Modifying (or editing) an existing Table 89
Creating a New Table 90
Applying Filters 92
Customising Filters 92
Examining the Cost Factor 95
Changing the Project to Reduce Costs 96
Section Six 97
Printing and Reporting 97
Page Setup 98
Printing Charts, Forms and Sheets 100
Reports Setup 101
Creating or Editing Reports 102
What You Can Print 104
A Project Overview 104
Task Information 104
Cost information 105
Information about resource usage 106
Information that shows progress 107
Reports by Report Type 108
Section Seven 111
Updating the Project 111
More on the Task Information Form 112
Updating Task Data 114
Using a Task View 114
Using the Task Edit Form 115
Adding New Tasks 118
Using any Table View 118
Using the Network Diagram Chart 118
Entering Task Names and Durations 119
Editing Task Details 120
Tracking Progress 122
Viewing the Gantt Chart 122
Viewing the Resource Graph 122
Viewing Resource Usage 122
Viewing the Details of a Single Resource 122
The Gantt Chart and the Critical Path 123
Modifying the Project to Match Resources 123
Levelling 124
Define an Update Point 125
Updating the Project 126
Section Eight 127
Multiple Projects 127
Using Common Resources 128
Adding Sub Projects...
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