Project Plan 365 Overview. Project Plan 365

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1 Overview 1

2 Content Overview Open a project file Create a new project plan Track progress View and print reports Share a project plan Conclusion 2

3 Overview With you can: create new/update project plan open MS Project files, no Project needed save project plan in mpp or xml file format track project progress share/send by a project plan view and print reports publish a project file (published file can be updated using Housatonic Viewer applications) 3

4 Open a project plan In you can open a project file from various locations: - cloud (Dropbox, Google Drive, Box, OneDrive, Basecamp) - via an URL - from MS Project Server - from SharePoint or - directly from your local disc (My Computer) or network locations 4

5 Open from options 5

6 Create a new project plan First you should define a project by clicking the New button on the Standard toolbar or choose New from the File menu and entering a project start date You could also specify some general settings such as: - date format (Tools menu Options View tab select desired Date format) - currency options (Tools menu Options View tab select Symbol, Placement, Decimal digits and Currency) - default Task type (Tools menu Options General tab select Fixed Duration, Fixed Units or Fixed Work) 6

7 Insert Tasks and enter tasks duration You can quickly create a task list for your schedule by entering tasks in the Gantt table To enter a task select the task row where you want to insert a new task, type a task name in the Task Name field and press Enter or Press arrow down As you add a task to your schedule, assigns a default duration of one day (1d) You can assign durations to tasks using minutes (m), hours (h), days (d), or weeks (w) You can change the durations as you add each task or after you finish entering all of them 7

8 Sample data 8

9 Define outline structure You can use outlining to arrange tasks in a hierarchical structure so you can see how subtasks fit within broader groups of tasks called summary tasks You can indent a task or multiple tasks by clicking the Indent button on the Formatting toolbar, choose Outlining from the Project menu, and then choose Indent or by using drag and drop options In a similar fashion you can outdent a task: select the task, and then click Outdent button on the Formatting toolbar, choose Outlining from the Tools menu, and then choose Outdent or use drag and drop options 9

10 Sample data 10

11 Schedule tasks With the four different task relationships available in Project Plan 365, you can easily link tasks in your schedule to reflect or model the way your project really works provides four different types of task relationships you can use to connect a series of tasks in a schedule: Finish-to-start (FS), Start-to-start (SS), Finish-tofinish (FF) and Start-to-finish (SF) To link tasks you should type the predecessor value for tasks you want to link or use Drag and Drop method in Gant panel 11

12 Sample data 12

13 Insert resources With, you can assign resources to tasks, and then use tools and views to manage those resources and the overall project more efficiently Two types of resources are supported: Work (human resources) and Material (equipment) You can create a new resource in Resource Sheet view by entering data for each field You can assign resources by using the Resource Name field in Gantt Chart view or by using the Assign Resource Dialog from the Tools menu 13

14 Sample data 14

15 Show Critical Path The critical path is the series of related (linked) tasks that directly impact the finish date of the project. Each task on the critical path is a critical task To view the Critical Path of your project on the View menu select Critical Path or click CP (critical path) button from toolbar The Gantt bars of tasks on the critical path are formatted red 15

16 Sample data 16

17 Assigning costs to tasks and resources For many project managers, cost is an important aspect of project scheduling and control By assigning costs to tasks and resources, you can use to monitor the cash flow of your project You can assign a rate for a resource in the Resource Sheet view by typing the rate in the Std. Rate, Ovt. Rate, or Cost/Use field for the resource You can assign a fixed cost to a task by choosing the Cost table in Gantt Chart and typing the cost in the Fixed Cost field for the task 17

18 Sample Data Standard Rate 18

19 Total Cost Based on Fixed Cost When % complete is 0 19

20 Reports You can use reports to highlight whatever current project information is relevant to your team members and other stakeholders provides several reports, split into 5 categories: Overview, Current Activities, Costs, Assignments and Custom See budget reports: from Reports menu select Reports Cost Budget Reports 20

21 Sample Data 21

22 View overallocated resources You can spot overallocated resources in Resource Sheet view, where overallocated resource are colored in red Another options is to use reports: Open Reports menu Reports Assignments Overallocated resource 22

23 Overallocated resource report 23

24 Formatting Format text: You can apply some formatting (Font, Font Style, Size, Color, Background Color) to your text in your project by using the Format Font menu Format a task bar: you can format a task bar by choosing Bar from the Format menu 24

25 Sample Data Format Text 25

26 Sample Data Format Task Bar 26

27 Tracking the Progress of project plan It is important to track whether tasks start and finish on time You can enter the actual start and finish dates for a task by choosing Tracking table and under Actual, typing the dates in the Start and Finish boxes You can indicate how much progress has been made on a task by entering the percentage of the total task duration that is complete You can enter the progress on a task as a percentage in the Task Information window or by inserting a value in the % complete column from the Gantt table 27

28 Sample Data % complete value 28

29 View Actual cost and Remaining cost 29

30 Filter The filter option allows the user to view a particular type of information in the project by displaying only the information the user is interested in and hiding the rest Task Filters: allow the user to view specific aspects of tasks Resource Filters: allow the user to view specific aspects of resources Custom Filters: Housatonic application provides all standard filters but also custom filters as they were defined and saved in MS Project for a particular file Highlight Filters: You can view the filtered information as highlight text by setting the filter as highlight filter 30

31 Sample Data Filter for completed tasks 31

32 Sort This option allows the user to sort tasks and resources by specified criteria Sort option can be accessed in two modes: Main Menu (Project Sort) and by pressing the Sort icon from the toolbar 32

33 Sample Data Sort by Cost ascending 33

34 Print You can access the Print functionality in 2 ways: from the File Print main menu or by clicking the Print icon on the toolbar By using this functionality the user can send the file content directly to the printer Print opens a dialog form for printing the current view 34

35 Page Setup 35

36 Print Preview 36

37 Views The supported views in are: Calendar Gantt Chart Network Diagram Task Usage Tracking Gantt Resource Graph Resource Sheet Resource Usage Task Sheet 37

38 Views (cont'd.) Beside these, there are more other views accessible from View More Views: Bar Rollup Descriptive Network Diagram Detail Gantt Leveling Gantt Milestone Dates Rollup Milestone Rollup Multiple Baselines Gantt Resource Form Resource Name Form Task Details Form Task Form Task Name form 38

39 More Views window 39

40 Send by a project plan In application you are not only able to view and create MPP files, but you are also able to print or them to your partners, business associates or other stakeholders In order to send by the current view, you should click on the corresponding icon in the toolbar or select Send by in File menu 40

41 Send by window 41

42 Conclusion Housatonic Project Plan is a scalable and robust application that allows project managers to create project plans, assign resources and track the progress of the project according the project management This application helps organizations to align business initiatives, projects, and resources for better business results Housatonic Project Plan has also 2 versions compatible for tablets and mobile phones, so it becomes easy for a project manager to view or check the status of a project plan from his own device 42

43 Conclusion (cont'd.) Housatonic Project Plan supports a wide range of users and is designed to support the Microsoft Project viewing (MPP files) needs of the entire project team or organization: 1. Project Team members can view project information right from their desktop using any standard browser 2. Project Managers can easily publish or project information and make it available in a matter of seconds to the entire project team 3. Executives can view project plans and get quick access to project reports, status reports and other critical information 43

44 Thank You! For more information please visit our web site 44

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