MS Project – Quick Guide

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Microsoft®. Project Quick Reference Card. Project Screen. Common Views To Use a Template: Click the File tab, click the New tab. Training: Get up to speed in minutes, quickly refer to things you’ve learned, and master keyboard shortcuts with these handy cheat sheets for Microsoft.
 
 

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The Microsoft Project Quick Reference Cards are available for download free of charge. I would recommend that every Project Manager. There are quite a few free alternatives to MS Project. Examples of Microsoft Project Shortcut Keys. To operate Microsoft Project efficiently. For example you can see your task or resource table in sheets on the screen. Sheets are similar to spreadsheet programs where data is presented in rows and.

 

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Spell check. Resource Ribbon View. Team Planner – Switch to team planner view. Assign resources. To a task. Resource pool. Select where to grab resources from, can use existing projects. Add resources. Level selection. Level resolves resource conflicts by delaying or splitting tasks. Level resource. Level all. Levelling options. Clear leveling. View Reports. New report. Create a Blank, Chart, Table or Comparison report. In progress. Critical tasks, late tasks, milestone report, slipping tasks.

Getting started. More reports. Visual reports. View the projects data in Pivot tables in Excel and Visio. Gantt Chart.

Using resource name or progress tracking. Task Usage. More views. Select other available ways to view tasks. Network diagram. View tasks on a calander by month, week or custom view. Other views. We will not share your data and you can unsubscribe at any time. Comments are closed.

Facebook Tweet. Wrike Keyboard Shortcuts Cheatsheet. Twitter Shortcuts Cheatsheet. Regular Expressions Cheatsheet. Zoom Keyboard Shortcuts Cheatsheet. Sublime Text Keyboard Shortcuts Cheatsheet.

Microsoft PowerPoint Keyboard Shortcuts. Discord Keyboard Shortcuts. Microsoft Edge Keyboard Shortcuts. Evernote Keyboard Shortcuts Cheatsheet. How to Move a Column in Microsoft Excel. Basics in Navigation. Click on Task Mode cell in the same row. Then, click the down arrow to open a dropdown box, you can select Auto Scheduled.

Toggle the scheduling mode of the plan by clicking the New Tasks status bar at the bottom-left and then selecting Auto scheduling mode. Go to File tab and click Options. In project management terminology, resources are required to carry out the project tasks. They can be people, equipment, facilities, funding, or anything except labor required for the completion of a project task. Optimum Resource Scheduling is the key to successful project management. Travel expenses, food expenses, etc.

For example, paint being used while painting a wall. People resources will have limited work hours, say 6, 8 or 12 hours. Equipment resources have different working capacities of 2, 8 or 24 hours and could have maintenance breaks as well.

Also note, that it is possible multiple people resources might be using one equipment resource, or one equipment might be accomplishing multiple tasks. Max Units field represents the maximum capacity of a resource to work on assigned tasks. The resource is available full-time on each workday. If a resource does not represent an individual person but a job function, where a group of people with the same skill set can work on the task, we can enter larger Max Units to represent the number of people in the group.

Units would mean you expect the resource capacity to be lower than a full-time resource. You can enter standard rates and costs per use for work and material resources. You can also enter overtime rates for work resources.

Standard rates are calculated on per hour basis. Costs per use on the other hand are costs that do not vary with task. Cost per use is a set fee used up to complete a task. Like paint being used while painting a wall. People resources will have limited work hours say 6, 8 or 12 hours. Equipment resources can have different working capacities of 2, 8 or 24 hours and could have maintenance breaks as well. Also note that it is possible multiple people resources might be using one equipment resource, or one equipment might be accomplishing multiple tasks.

Cost resources do not use pay rates. Remember cost per use and cost resources are two different things. Cost resources are financial cost associated with a task, like travel expenses, food expenses, etc. The cost value of cost resource is only assigned when you assign cost resource to a task. You can then see the cost per resource and cost per task as well as costs rolled up to summary tasks and the entire plan.

MS Project will not automatically apply overtime calculations. In the following example, the resource Rasmus is left at zero. Hovering over it will make the note appear. You can use a cost resource to represent a financial cost associated with a task in a plan.

Examples of cost resources are travel, food, entertainment and training. So it is obvious that cost resources do no work on a task and do not affect scheduling of a task. Once the task and resource list are complete, resources need to be assigned to tasks in order to work on them.

With MS Project you can track task progress, resource and tasks costs. After assigning resources to tasks you can view the cost, duration and work required for the plan to complete. In the Gantt Chart view, you can also look at the project summary task, to note the duration, start and finish dates of the plan.

In the following example, Assign Resources is the project summary task identified as Task 0. Cost for each task gets rolled up into summary tasks, and then ultimately to project summary task. Once your project plan is ready in MS Project, it becomes essential for a project manager to measure the actuals in terms of work completed, resources used and costs incurred and to revise and change information about tasks and resources due to any changes to the plans.

A Project Manager should not assume that everything is progressing according to plan and should always keep track of each task. Resistance to formal tracking of project management data is normal. You can overcome resistance to tracking by explaining your expectations, explaining the benefits of tracking, and training people to track the task themselves.

To evaluate project performance you need to create a baseline against which you will compare the progress. One needs to save the baseline, once a plan is fully developed. Of course, due to rolling wave planning or progressive elaboration needed to manage projects one can always add new tasks, resources, constraints and costs to the plan. Also note, it makes sense to save the baseline before entering any actual values such as percentage of task completion.

These multiple baselines seem contrary to the definition of baseline. You are preparing for a risk event. You want to develop separate baseline plans for risk response and recovery. You are accommodating a big change request, you might still want to keep the original plan for future reference when communicating with a stakeholder. As time and work progresses on a project, you might need to change the baseline as well. This does not affect the baseline values for other tasks or resource baseline values in the plan.

You can save up to 11 baselines in a single plan. The first one is called Baseline, and the rest are Baseline 1 through Baseline It can be used as a project marker. It is visually easy to see how off-track or on-track the project progress is. Because it only specifies dates, it is simple, clear and easy information. If all tasks have started and are finished as scheduled, you can record this in the Update Project dialog box. But sometimes this approach might be fine when the actual work and cost values generated are close enough to your baseline schedule.

Check marks will appear in the indicators column for tasks that have been completed. On the right in the Chart portion, progress bars are generated in the Gantt bars of each task.

Click on Task you want to update. For this task, initial scheduled Work was 16 hours, because 24 hours is greater. In the example, a Baseline is saved, because the Baseline does not change and is used as a comparison. One does not have to finish collecting survey responses before starting the tabulation. In this relationship,. Under Lag heading column, enter the lag in terms of hours, days, weeks, or years. You can also apply lag or lead as a percentage. As Soon As Possible means the task starts as soon as the project starts, if there are no dependencies that would delay it.

So, no fixed start or end dates are imposed by this constraint type, but of course predecessor and successor dependencies are maintained. If you use Tasks Constraints, you limit your scheduling flexibility, where MS Project will fix a particular start or finish date of the task according to the constraint.

It is a better idea to use a Deadline Date which has no effect on the scheduling of a task or summary task. MS Project will alert you with a red exclamation symbol in the indicators column, if the scheduled completion of the task exceeds its deadline date.

Enter the cost under the Fixed Cost column for the task of interest. Status meetings, status reports, inspection dates can recur with a particular frequency. In MS Project , you can specify recurring tasks without having to assign tasks each time separately.

You can also assign resources to these task. Visit: cheatsheets. Ribbon Gantt Chart: Default view. Displays a list of tasks with bar chart information. Time line Task Usage: Displays a list of tasks showing assigned resources under each task.

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