MS Project training notes

screencast ms-project training

  • Course is about setting up a project, not tracking (but beginnings will be covered)
  • file menu
    • save as: e.g. webpage
  • edit
    • undo: only 1 undo level
    • tasks
      • split
  • view
  • calendar
    • :base calendar: tools / options
    • tools / change calendar [how does this relate?]
      • these are company holidays
      • can it load holidays like outlook – yes, from project central server
      • attach the calendar to the project: project / project information
        • many projects are built from finish date, but that leaves no slack time
  • tasks pane
    • used only with project central server?
  • tool bars
    • standard
    • format
    • ask pane
    • project: quicker ways than that
  • insert subtasks
    • simply press insert key to insert rows
    • 0 duration = milestone (can also have a milestone with a duration)
  • constraints
    • difference between a deadline and a constraint: deadline is less important
  • review
    • start
      • project start date: menu / project:
      • calendars:
        • base calendar = tools / options / calendar
        • project calendar  = tools / change working time / new
        • assign / attach that project calendar to the project:  menu: project: project information
        • show holidays on Gantt chart: context menu: Gantt chart: nonworking time (option: in front of the taskbars: interrupts the taskbars)
      • recurring tasks: menu: insert: recurring task
      • set duration: d = day, m = minute, mo = month, w = week
      • creating link relation ships
        • visually by dragging tasks onto each other in the Gantt chart
        • writing in field predecessors (sf is default, s=stat, f=finish, relation ship), -lag and +lead time
        • constraints and deadlines
    • resources
      • types
        • WORK: REUSABLE
        • MATERIAL: CONSUMABLE
      • groups
        • teams
        • internal or external
        • suppliers
      • max units
        • e.g. FULL TIME OR HALF TIME PERSON
  • last hour
    • resources – critical (overrun) tasks
      • reallocating resources to reduce slack and slippage
    • baseline
      • set: menu: tools / tracking / baseline
      • in the Gantt chart, the blackline is the baseline
    • tracking
      • recommended to always display the tracking toolbar
    • reports
      • menu: view / reports
  • Outlook: level 2 training
    • tracking
      • split task
      • update task
    • customization (views, reports, filters)
    • master projects
    • resource pools
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