Microsoft Project 2010



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Transcription:

Tutorial 1: Planning a Project Microsoft Project 2010 In Tutorial Section 1.1 you will: Learn project management terminology Understand the benefits of project management Explore the Project 2010 window Check and change default settings Enter tasks and save a project New Perspectives on Microsoft Project 2010 2 1

In Tutorial Section 1.2 you will: Open and explore an existing project Examine different project views Compare the Gantt Chart and Network Diagram views Use project time scale and calendar Use Backstage view and Page Setup dialog box New Perspectives on Microsoft Project 2010 3 Introduction to Project Management Project Management: process of initiating, planning, executing, controlling, and closing a project Project Goal is the desired outcome Should be short and simple, yet clearly communicate scope, time frame, and budget. New Perspectives on Microsoft Project 2010 4 2

Introduction to Project Management, Cont. A Process Group is a series of steps to complete in order move on to the next phase of a project. There are 5 Process Groups in Project Management New Perspectives on Microsoft Project 2010 5 Project Management Process Groups New Perspectives on Microsoft Project 2010 6 3

Initiating Setting the project goal Identifying start or finish dates Identifying the project manager Identifying project budget and quality considerations New Perspectives on Microsoft Project 2010 7 Planning Entering project information Identifying project subdivisions and milestones Documenting resources Entering restrictions Assigning Resources to tasks New Perspectives on Microsoft Project 2010 8 4

Executing Producing work results Requesting changes Recommending improvements Creating project records, reports, and presentations New Perspectives on Microsoft Project 2010 9 Controlling Updating project Managing resources and tasks Meet management timing, resource, and cost objectives Changing project New Perspectives on Microsoft Project 2010 10 5

Closing Entering final status of finished project Printing final reports Review and analyze performance of the project New Perspectives on Microsoft Project 2010 11 Project Management Terminology Understanding key project terminology is fundamental to your success as a project manager: Task Duration Start and Finish Dates Predecessor and Successor Resources Project Manager Scope Quality Risk New Perspectives on Microsoft Project 2010 12 6

Benefits of Project Management Better understanding of overall project goals Better understanding of alignment with business objectives More organized and streamlined way to manage a project More accurate and reliable project status information More efficient use of project resources New Perspectives on Microsoft Project 2010 13 Benefits of Project Management, Cont. Better communication Faster response to conflicting project goals Greater awareness of project progress Faster project completion Lower project costs Fewer project failures New Perspectives on Microsoft Project 2010 14 7

How Project 2010 Supports Successful Project Management MS Project 2010 New Perspectives on Microsoft Project 2010 15 Chart and Diagram Tools The Gantt Chart and Network Diagram are two important project management tools within Project 2010. The Gantt Chart provides a graphical visualization of the project. Tasks are shown as horizontal bars Illustrates task dependencies New Perspectives on Microsoft Project 2010 16 8

Basic Gantt Chart New Perspectives on Microsoft Project 2010 17 Chart and Diagram Tools, Cont. The Network Diagram s primary purpose is to show the critical path of the project. Tasks are displayed as boxes, called nodes. Dependent tasks are linked together via link lines. The critical path is the series of tasks that dictates the earliest calculated project finish date. New Perspectives on Microsoft Project 2010 18 9

Basic Network Diagram New Perspectives on Microsoft Project 2010 19 Getting Started with Project 2010 Starting Project 2010 View Bar Entry Table Gantt Chart Timeline Timescale A major scale (the upper scale) A minor scale (the lower scale) New Perspectives on Microsoft Project 2010 20 10

Microsoft Project Window New Perspectives on Microsoft Project 2010 21 View Bar and View Tab New Perspectives on Microsoft Project 2010 22 11

Entry Table New Perspectives on Microsoft Project 2010 23 Gantt Chart and Split Bar New Perspectives on Microsoft Project 2010 24 12

The Timeline New Perspectives on Microsoft Project 2010 25 The Timescale New Perspectives on Microsoft Project 2010 26 13

Getting Started with Project 2010, Cont. Current Date Working Days and Nonworking Days Setting Automatic Scheduling Setting Project Start and Finish Dates Entering Tasks Saving a Project Closing a Project Opening an Existing Project Saving a Project with a new name New Perspectives on Microsoft Project 2010 27 Setting the Scheduling Mode New Perspectives on Microsoft Project 2010 28 14

Setting Project Start and Finish Dates New Perspectives on Microsoft Project 2010 29 Changing the Current Date New Perspectives on Microsoft Project 2010 30 15

Entering Tasks New Perspectives on Microsoft Project 2010 31 Two Tasks Entered New Perspectives on Microsoft Project 2010 32 16

Saving a Project New Perspectives on Microsoft Project 2010 33 Working in Different Views Chart or Graphic: representation of data using bars, boxes, lines, and images Sheet: A spreadsheet like representation of data in rows and columns Form: view of many pieces of information to focus on the details of one task Combination: view of many tasks at the top of the screen, view of task details below. New Perspectives on Microsoft Project 2010 34 17

Common Project Views (Task Views) New Perspectives on Microsoft Project 2010 35 Common Views Gantt Chart View Network Diagram View Calendar View Task Information Dialog Box Notes Tab, Notes Indicator Relationship View New Perspectives on Microsoft Project 2010 36 18

Network Diagram View New Perspectives on Microsoft Project 2010 37 Calendar view New Perspectives on Microsoft Project 2010 38 19

Task Information Dialog Box New Perspectives on Microsoft Project 2010 39 Notes Tab New Perspectives on Microsoft Project 2010 40 20

Notes Indicators New Perspectives on Microsoft Project 2010 41 Relationship Diagram View New Perspectives on Microsoft Project 2010 42 21

Common Views, Cont. Entry Table Schedule Table Split View Zooming in and Out Timescale Dialog Box Changing the timescale New Perspectives on Microsoft Project 2010 43 Entry Table New Perspectives on Microsoft Project 2010 44 22

Schedule Table New Perspectives on Microsoft Project 2010 45 Split View New Perspectives on Microsoft Project 2010 46 23

Zooming In and Out New Perspectives on Microsoft Project 2010 47 Timescale Dialog Box New Perspectives on Microsoft Project 2010 48 24

Changing the Timescale New Perspectives on Microsoft Project 2010 49 Successful Printing The key aspects of successful printing: Zooming to an acceptable magnification level Print previewing your work Using the page setup dialog box to make changes New Perspectives on Microsoft Project 2010 50 25

Gantt Chart in Print Preview New Perspectives on Microsoft Project 2010 51 Page Setup New Perspectives on Microsoft Project 2010 52 26