Managing Projects using Microsoft Project 2010 Desktop

Transcription

1 Managing Prjects using Micrsft Prject 2010 Desktp Instructr Bi Ellen Lehnert has ver 20 years f crprate training experience, and is a specialist in Micrsft Prject and Micrsft Prject Server. She is a cntributr t many reference bks, writes a mnthly help clumn fr the MPUG (Micrsft Prject User Grup) newsletter, is a frequent meeting speaker and hlds multiple MS Prject certificatins. Ellen als hlds a PMP certificatin frm the Prject Management Institute as well as an MCT, MCTS and MCITP certificatins frm Micrsft. Ellen brings a unique cmbinatin f licensed teacher and prgramming backgrund t the classes she teaches as well as prcess develpment, installatins and cnsulting. Curse Overview This curse is intended fr Prject Managers, Prject Schedulers, Managers, Supervisrs, Team Leads and ther peple respnsible fr managing prjects. These individuals are invlved in r respnsible fr scheduling, estimating, crdinating, cntrlling, budgeting and staffing f prjects and supprting ther users f Micrsft Prject Typical prducts and technlgies that are used include Micrsft Prject 2010, Micrsft Excel 2010 and Micrsft SharePint Server. Mdule 1: Overview f Micrsft Prject 2010 This mdule prvides an verview f Prject Lessns presented in this mdule will review the success factrs t prject management and explre the new user interface (the Ribbn). Yu will learn abut the prject database, types f data included and what cnstitutes a database view. Lessns Success Factrs t Prject Management What is a Prject? Prject Management Sftware Why use Micrsft Prject 2010? Frmulate a Strategy Success Checklist Explring the Ribbn What is the Ribbn? Task Tab Resurce Tab Prject Tab View Tab Frmat Tab

2 File Tab (Backstage) Explring Prject 2010 Views What is a View? Task Views Resurce Views Cmbining Views Mdule 2: Initializing a Prject This mdule describes hw t initialize a prject schedule prir t perfrming any wrk n yur schedule. Lessns presented in this mdule will review hw calendars wrk in Prject and hw t create and cnfigure calendars. Yu will review the difference between duratin and wrk/effrt and understanding hw they drive yur prject scheduling. Yu will als learn hw t create prject schedules frm varius methds. Lessns Creating and Cnfiguring Calendars Hw Calendars Wrk in Prject 2010? Creating a Base Calendar Setting Wrking Hurs and Days Setting Nn-Wrking Hurs and Days Setting Calendar Optins Saving the Base Calendar t the Glbal Template Practice: Creating Calendars Cnfiguring Schedule/Display Optins Understanding Duratin vs. Wrk / Effrt What is Effrt Driven Scheduling? Understanding Task Types Setting Schedule Optins Setting Display and General Optins Practice: Cnfiguring Schedule/Display Optins Creating and Saving a Prject Schedule Creating a New Prject Schedule Adding Prject Infrmatin Creating a Schedule frm an Excel Wrkbk Creating a Schedule frm a SharePint Task List Imprtance f Naming Standards Saving the Schedule Setting Read-Only and Passwrd Attributes Save and Send Optins Practice: Creating and Saving a Prject Schedule

3 Mdule 3: Creating a Wrk Breakdwn Structure This mdule describes wrking with a Wrk Breakdwn Structure (WBS). Lessns presented in this mdule will review what a WBS is and why it is imprtant. Yu will then create the WBS by entering tasks and estimating task lengths. Yu will als learn t set milestnes and applying milestne filters. Lessns Overview f a Wrk Breakdwn Structure (WBS) What is a WBS? Task Types Best Practices Creating the Wrk Breakdwn Structure Entering Tasks Wrking with Task Infrmatin Outlining Tasks int a Hierarchy Displaying Outline Numbers & WBS Custmizing WBS Cdes Practice: Creating a Wrk Breakdwn Structure Estimating Task Lengths Overview f Estimating Entering Estimates Practice: Entering Estimates Entering Milestnes Hw t Set a Milestne Apply Milestne Filters Best Practices Practice: Entering Milestnes Mdule 4: Creating Task Relatinships This mdule describes hw t task relatinships wrk in a prject schedule. Lessns presented in this mdule will explain the difference between autmatic and manual scheduling and when t use them. Yu will wrk with task dependencies, understanding predecessrs and hw they wrk. Yu will als knw the difference between leads and lags and when t use them. Lessns Manual vs. Autmatic Scheduling Scheduling Overview Manual vs. Autmatic Scheduling When t Use Manual vs. Autmatic Scheduling

4 Setting Scheduling Optin Adjusting Tasks in Manual Mde Practice: Wrking with Manual and Autmatic Scheduling Wrking with Dependencies Task Dependency Types Creating Dependencies Viewing Dependencies Best Practices fr Using Dependencies Practice: Wrking with Dependencies Understanding Leads and Lags What is Lag Time? What is Lead Time? Best Practices Practice: Wrking with Leads and Lags Mdule 5: Cnfiguring Advanced Task Infrmatin This mdule describes hw t wrk with advanced task infrmatin. Lessns presented in this mdule will explain task cnstraints and what actins create cnstraints autmatically. Yu will learn abut task deadlines, task frm views. Yu will als learn hw t split tasks and hw t use the Task Inspectr t examine yur tasks t make suggestins. Lessns Wrking with Task Cnstraints What are Cnstraints? Cnstraint types Actins that Create Autmatic Cnstraints Effects f Cnstraints Practice: Wrking with Task Cnstraints Advanced Task Management Task Deadlines Using the Task Inspectr Using Task Frm Views Adding Ntes t Tasks Applying a Calendar t a Task Splitting Tasks Changing the Start Date f a Prject Wrking with Timescale Practice: Wrking with Advanced Task Management Mdule 6: Creating Resurces

5 This mdule describes hw t create resurces in yur prject schedule. Lessns presented in this mdule will explain the different resurce types and hw t create them. Yu will als learn hw t assign material, cst and budget resurces t the prject schedule. Lessns Resurce Types Wrk Resurces Cst Resurces Material Resurces Budget Resurces Creating Wrk and Material Resurces Creating a Wrk Resurce Resurce Infrmatin - General Resurce Infrmatin - Csts Resurce Infrmatin - Ntes and Custm Fields Inserting Resurces Creating a Material Resurce Practice: Creating Wrk and Material Resurces Creating Cst and Budget Resurces Overview f Csting in Micrsft Prject Creating a Cst Resurce Creating a Budget Resurce Entering a Fixed Cst Practice: Creating Cst and Budget Resurces Assigning Material, Cst and Budget Resurces Assign a Cst Resurce Assign a Material Resurce Assign a Budget Resurce Practice: Wrking with Resurces Mdule 7: Assigning and Leveling Wrk Resurces This mdule describes hw t assign and level wrk resurces against a prject schedule. Lessns presented in this mdule will explain what an assignment is and hw create varius assignments. Yu will learn abut factrs that affect assignments and hw t view resurce assignments. Yu will als learn hw t view and reslve resurce allcatins using manual and autmatic resurce leveling. Lessns Wrking with Assignments

6 What is an Assignment? Assignment Frmula Hw t Create Assignments Creating Fixed Unit Assignments Creating Fixed Duratin Assignments Creating Fixed Wrk Tasks Practice: Creating Assignments Factrs that Affect Assignments Percentage Assignments Assignment Units and Peak Units Values Resurce Calendar Delaying an Assignment Assigning Resurces with Variable Units Rules fr Creating Assignments Best Practices Practice: Wrking with Factrs that Affect Assignments Viewing Resurce Assignments Resurce Usage View Task Usage View Team Planner View Practice: Viewing Resurce Assignments Reslving Resurce Overallcatins Understanding Overallcatins Views t Identify Overallcatins Leveling Resurces - Prject Manager Leveling Resurces - Micrsft Prject Practice: Reslving Resurce Overallcatins Mdule 8: Reviewing and Finalizing the Schedule This mdule describes hw t review and finalize the prject schedule. Lessns presented in this mdule will explain what are grups and filters and hw t use them. Yu will learn the Critical Path Methd and hw t frmat and view the critical path f a prject schedule. Yu will als learn abut prject baselines and hw t set and update a baseline. Lessns Wrking with Grups and Filters What are Grups? Hw t Use Grups What are Filters? Hw t Use Filters

7 Hw t Use Highlights Hw t Use AutFilter Practice: Wrking with Grups and Filters Understanding the Critical Path Methd What is a Critical Path? Frmatting Views t Display Critical Path Setting Slack Tlerance Shrtening the Critical Path Practice: Wrking with the Critical Path Setting a Prject Baseline Appendix What is a Baseline? Fields Used in Setting a Baseline Setting the Baseline Updating a Baseline Views Using Baseline Data Practice: Setting a Prject Baseline Appendix - Default Grups Appendix - Default Filters Mdule 9: Tracking and Updating Prjects This mdule describes hw t track and update a prject schedule. Lessns presented in this mdule will explain tracking and hw t use the varius tracking methds. Yu will learn hw t update milestnes, material and cst resurces. Yu will als learn abut prject status and hw t update the prject status. Lessns Overview f Tracking Prjects What is Tracking? Tracking Methds Optins that Affect Tracking Best Practices f Tracking Tracking Prjects Preparing a Task t be Tracked Using Percent Cmplete Using Task Level Tracking - Task Duratin Using Task Level Tracking - Task Wrk Using Resurce Level Tracking - Task Details Using Resurce Level Tracking - Resurce Usage Practice: Wrking with Tracking Methds

8 Updating Milestnes, Material and Cst Resurces Updating Milestnes Updating Material Resurces Updating Cst Resurces Practice: Updating Milestnes, Material and Cst Resurces Updating Prject Status Overview f Tracking Cycle Setting a Status Date Rescheduling Incmplete Wrk Getting the Prject Back n Track Practice: Updating Prject Status Mdule 10: Managing Multiple Prjects and Resurce Pls This mdule describes managing multiple prjects and resurce pls. Lessns presented in this mdule will explain what a resurce pl is and hw t create and share them with ther users. Yu will learn abut linking multiple prjects and analyzing the effects f changing values in ne prject. Yu will als learn abut master prjects, hw t create them and hw t insert sub-prjects. Lessns Linking Multiple Prjects Overview f Multiple Prjects Crss-Linking Prjects Analyzing the Effects f Changing Values Practice: Linking Multiple Prjects Wrking with Master and Sub-Prjects Overview f Master Prjects Creating a Master Prject and Inserting Sub-Prjects Leveling Resurces Acrss Prjects Practice: Wrking with Master and Sub-Prjects Wrking with Resurce Pls What is a Resurce Pl? Creating a Resurce Pl Hw t Share Resurces acrss Multiple Prjects Viewing Resurce Usage in the Resurce Pl Practice: Wrking with Resurce Pls Appendix A: Custmizing Prject 2010 Features This mdule describes the Prject 2010 features that can be custmized and wrking with the Organizer. Lessns presented in this mdule will detail hw t custmize the quick access tlbar, ribbn and the frmats and styles f a Gantt view. Yu will learn abut the

9 Organizer and hw t define and share the settings with ther Prject users. Yu will als learn abut create custm fields, filters, grups, tables and views and hw t create them. Lessns Custmizing the User Interface Custmize Quick Access Tlbar Custmizing the Ribbn Exprting / Imprting the Custmizatin File Custmizing Frmats and Views Overview n Custm Frmats and Styles Custmizing Gantt Views Custmizing Timeline Views Wrking with the Organizer What is an Object? Define Settings in Organizer Using the Organizer t Share Objects Creating Custm Objects Creating a Custm Field Creating a Custm Filter Creating a Custm Grup Creating a Custm Table Creating a Custm View Appendix B: Cmmunicating Prject Infrmatin This mdule describes the methds fr cmmunicating prject infrmatin in yur rganizatin. Lessns presented in this mdule will detail hw t define print setting, wrk with Cpy Picture, Prject and Visual reprts. Yu will als learn hw t exprt prject tables, publish a prject schedule t a SharePint list and hw t imprt a SharePint list int Prject. Lessns Defining Print Settings Print Settings Define Page Setup Using Cpy Picture Wrking with Prject Reprts Selecting Prject Reprts Editing Prject Reprt Creating Custm Prject Reprts Wrking with Visual Reprts Overview f Visual Reprts

10 Anatmy f a Pivt Table Viewing Visual Reprt Creating Visual Reprt Templates Cllabrating Prject Infrmatin Exprt Prject Table t Excel Publish a Prject Schedule t SharePint List Imprt a SharePint List t a Prject Schedule