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Tutorial 1:
    Planning a Project
    Planning a Project

Microsoft Project 2010
              ®




      http://www.learningquotient.in
In Tutorial Section 1.1                                        XP
       you will:
       you will:
      • Learn project management terminology
      • Understand the benefits of project 
           d      d h b      f    f
        management
      • Explore the Project 2010 window
      • Check and change default settings
                        g              g
      • Enter tasks and save a project




                               http://www.learningquotient.in
                                    http://www.learningquotient.in
New Perspectives on Microsoft Project 2010                                2
In Tutorial Section 1.2                                        XP
      you will:
      you will:
      • Open and explore an existing project
      • Examine different project views
                 d ff
      • Compare the Gantt Chart and Network 
        Diagram views
      • Use project time scale and calendar
            p j
      • Use Backstage view and Page Setup dialog box




                               http://www.learningquotient.in
                                    http://www.learningquotient.in
New Perspectives on Microsoft Project 2010                                3
Introduction to Project                                        XP
      Management
      • Project Management: process of initiating, 
        planning, executing, controlling, and closing a 
        planning executing controlling and closing a
        project
      • Project Goal is the desired outcome
           j        l h d         d
             – Should be short and simple, yet clearly 
               communicate scope, time frame, and budget.
                                        f            b




                               http://www.learningquotient.in
                                    http://www.learningquotient.in
New Perspectives on Microsoft Project 2010                                4
Introduction to Project                                        XP
      Management, Cont.
      Management Cont
      • A Process Group is a series of steps to 
        complete in order move on to the next phase 
        complete in order move on to the next phase
        of a project.
      • There are 5 Process Groups in Project 
         h
        Management




                               http://www.learningquotient.in
                                    http://www.learningquotient.in
New Perspectives on Microsoft Project 2010                                5
Project Management Process                                     XP
      Groups




                               http://www.learningquotient.in
                                    http://www.learningquotient.in
New Perspectives on Microsoft Project 2010                                6
Initiating                                                     XP


      •     Setting the project goal 
      •     Identifying start or finish dates 
             d    f              f hd
      •     Identifying the project manager
      •     Identifying project budget and quality 
            considerations




                               http://www.learningquotient.in
                                    http://www.learningquotient.in
New Perspectives on Microsoft Project 2010                                7
Planning                                                       XP


      •     Entering project information
      •     Identifying project subdivisions and milestones
             d    f               bd           d l
      •     Documenting resources
      •     Entering restrictions
      •     Assigning Resources to tasks
            Assigning Resources to tasks




                               http://www.learningquotient.in
                                    http://www.learningquotient.in
New Perspectives on Microsoft Project 2010                                8
Executing                                                      XP


      •     Producing work results
      •     Requesting changes
                         h
      •     Recommending improvements
      •     Creating project records, reports, and 
            p
            presentations




                               http://www.learningquotient.in
                                    http://www.learningquotient.in
New Perspectives on Microsoft Project 2010                                9
Controlling                                                    XP


      • Updating project 
      • Managing resources and tasks
                             d k
      • Meet management timing, resource, and cost 
        objectives
      • Changing project
             g gp j




                               http://www.learningquotient.in
                                    http://www.learningquotient.in
New Perspectives on Microsoft Project 2010                                10
Closing                                                           XP


      • Entering final status of finished project
      • Printing final reports
                 f l
      • Review and analyze performance of the 
        project




                                       http://www.learningquotient.in
New Perspectives on Microsoft Project 2010                                   11
Project Management Terminology
                                   XP


      • Understanding key project terminology is 
        fundamental to your success as a project 
        fundamental to your success as a project
        manager:
             –T k
               Task                                      –P j M
                                                           Project Manager
             – Duration                                  – Scope
             – Start and Finish Dates                    – Quality
             – Predecessor and                           – Risk
               Successor
               S
             – Resources


                                       http://www.learningquotient.in
New Perspectives on Microsoft Project 2010                                   12
Benefits of Project Management                                    XP


      • Better understanding of overall project goals
      • Better understanding of alignment with 
                 d       d      f l           h
        business objectives
      • More organized and streamlined way to 
        manage a project
      • More accurate and reliable project status 
        information
      • More efficient use of project resources


                                       http://www.learningquotient.in
New Perspectives on Microsoft Project 2010                                   13
Benefits of Project Management, XP
      Cont.
      Cont
      •     Better communication
      •     Faster response to conflicting project goals
                                   fl                 l
      •     Greater awareness of project progress
      •     Faster project completion
      •     Lower project costs
            Lower project costs
      •     Fewer project failures




                                       http://www.learningquotient.in
New Perspectives on Microsoft Project 2010                              14
How Project 2010 Supports                                         XP
      Successful Project Management
      Successful Project Management
      • MS Project 2010




                                       http://www.learningquotient.in
New Perspectives on Microsoft Project 2010                                   15
Chart and Diagram Tools                                           XP


      • The Gantt Chart and Network Diagram are two 
        important project management tools within 
        important project management tools within
        Project 2010.
      • The Gantt Chart provides a graphical 
         h           h         d       h l
        visualization of the project.
             – Tasks are shown as horizontal bars
             – Illustrates task dependencies




                                       http://www.learningquotient.in
New Perspectives on Microsoft Project 2010                                   16
Basic Gantt Chart                                                 XP




                                       http://www.learningquotient.in
New Perspectives on Microsoft Project 2010                                   17
Chart and Diagram Tools, Cont.                                    XP


      • The Network Diagram’s primary purpose is to 
        show the critical path of the project.
        show the critical path of the project
             – Tasks are displayed as boxes, called nodes.
             – Dependent tasks are linked together via link lines.
                      d        k      l k d         h      l kl
             – The critical path is the series of tasks that dictates 
               the earliest calculated project finish date.
               th      li t l l t d         j t fi i h d t




                                       http://www.learningquotient.in
New Perspectives on Microsoft Project 2010                                   18
Basic Network Diagram                                             XP




                                       http://www.learningquotient.in
New Perspectives on Microsoft Project 2010                                   19
Getting Started with Project 2010 XP
      •     Starting Project 2010
      •     View Bar
      •     Entry Table
      •     Gantt Chart
      •     Timeline
      •     Timescale
             –AA major scale (the upper scale)
                   j      l (th            l )
             – A minor scale (the lower scale)


                                       http://www.learningquotient.in
New Perspectives on Microsoft Project 2010                              20
Microsoft Project Window                                          XP




                                       http://www.learningquotient.in
New Perspectives on Microsoft Project 2010                                   21
View Bar and View Tab                                             XP




                                       http://www.learningquotient.in
New Perspectives on Microsoft Project 2010                                   22
Entry Table                                                       XP




                                       http://www.learningquotient.in
New Perspectives on Microsoft Project 2010                                   23
Gantt Chart and Split Bar                                         XP




                                       http://www.learningquotient.in
New Perspectives on Microsoft Project 2010                                   24
The Timeline                                                      XP




                                       http://www.learningquotient.in
New Perspectives on Microsoft Project 2010                                   25
The Timescale                                                     XP




                                       http://www.learningquotient.in
New Perspectives on Microsoft Project 2010                                   26
Getting Started with Project 2010, 
                                       XP
      Cont.
      Cont
      •     Current Date
      •     Working Days and Nonworking Days
                 k            d         k
      •     Setting Automatic Scheduling
      •     Setting Project Start and Finish Dates
      •     Entering Tasks
            Entering Tasks
      •     Saving a Project
      •     Closing a Project
             l i         j
      •     Opening an Existing Project
      •     Saving a Project with a new name
                                       http://www.learningquotient.in
New Perspectives on Microsoft Project 2010                              27
Setting the Scheduling Mode                                       XP




                                       http://www.learningquotient.in
New Perspectives on Microsoft Project 2010                                   28
Setting Project Start and Finish                                  XP
      Dates




                                       http://www.learningquotient.in
New Perspectives on Microsoft Project 2010                                   29
Changing the Current Date                                         XP




                                       http://www.learningquotient.in
New Perspectives on Microsoft Project 2010                                   30
Entering Tasks                                                    XP




                                       http://www.learningquotient.in
New Perspectives on Microsoft Project 2010                                   31
Two Tasks Entered                                                 XP




                                       http://www.learningquotient.in
New Perspectives on Microsoft Project 2010                                   32
Saving a Project                                                  XP




                                       http://www.learningquotient.in
New Perspectives on Microsoft Project 2010                                   33
Working in Different Views                                        XP


      • Chart or Graphic: representation of data using 
        bars, boxes, lines, and images
        bars boxes lines and images
      • Sheet: A spreadsheet‐like representation of 
        data in rows and columns
        d               d l
      • Form: view of many pieces of information to 
        focus on the details of one task
      • Combination: view of many tasks at the top of 
                                   y              p
        the screen, view of task details below.


                                       http://www.learningquotient.in
New Perspectives on Microsoft Project 2010                                   34
Common Project Views (Task                                        XP
      Views)




                                       http://www.learningquotient.in
New Perspectives on Microsoft Project 2010                                   35
Common Views                                                      XP


      •     Gantt Chart View
      •     Network Diagram View
                    k
      •     Calendar View
      •     Task Information Dialog Box
      •     Notes Tab, Notes Indicator
            Notes Tab Notes Indicator
      •     Relationship View




                                       http://www.learningquotient.in
New Perspectives on Microsoft Project 2010                                   36
Network Diagram View                                              XP




                                       http://www.learningquotient.in
New Perspectives on Microsoft Project 2010                                   37
Calendar view                                                     XP




                                       http://www.learningquotient.in
New Perspectives on Microsoft Project 2010                                   38
Task Information Dialog Box                                       XP




                                       http://www.learningquotient.in
New Perspectives on Microsoft Project 2010                                   39
Notes Tab                                                         XP




                                       http://www.learningquotient.in
New Perspectives on Microsoft Project 2010                                   40
Notes Indicators                                                  XP




                                       http://www.learningquotient.in
New Perspectives on Microsoft Project 2010                                   41
Relationship Diagram View                                         XP




                                       http://www.learningquotient.in
New Perspectives on Microsoft Project 2010                                   42
Common Views, Cont.                                               XP


      •     Entry Table
      •     Schedule Table
              h d l     bl
      •     Split View
      •     Zooming in and Out
      •     Timescale Dialog Box
            Timescale Dialog Box
      •     Changing the timescale




                                       http://www.learningquotient.in
New Perspectives on Microsoft Project 2010                                   43
Entry Table                                                       XP




                                       http://www.learningquotient.in
New Perspectives on Microsoft Project 2010                                   44
Schedule Table                                                    XP




                                       http://www.learningquotient.in
New Perspectives on Microsoft Project 2010                                   45
Split View                                                        XP




                                       http://www.learningquotient.in
New Perspectives on Microsoft Project 2010                                   46
Zooming In and Out                                                XP




                                       http://www.learningquotient.in
New Perspectives on Microsoft Project 2010                                   47
Timescale Dialog Box                                              XP




                                       http://www.learningquotient.in
New Perspectives on Microsoft Project 2010                                   48
Changing the Timescale                                            XP




                                       http://www.learningquotient.in
New Perspectives on Microsoft Project 2010                                   49
Successful Printing                                               XP


      • The key aspects of successful printing:
             –ZZooming to an acceptable magnification level
                     i               bl       ifi i l l
             – Print previewing your work
             – Using the page setup dialog box to make changes




                                       http://www.learningquotient.in
New Perspectives on Microsoft Project 2010                                   50
Gantt Chart in Print Preview                                      XP




                                       http://www.learningquotient.in
New Perspectives on Microsoft Project 2010                                   51
Page Setup                                                        XP




                                       http://www.learningquotient.in
New Perspectives on Microsoft Project 2010                                   52

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Ms project 2010 tutorial 1

  • 1. Tutorial 1: Planning a Project Planning a Project Microsoft Project 2010 ® http://www.learningquotient.in
  • 2. In Tutorial Section 1.1 XP you will: you will: • Learn project management terminology • Understand the benefits of project  d d h b f f management • Explore the Project 2010 window • Check and change default settings g g • Enter tasks and save a project http://www.learningquotient.in http://www.learningquotient.in New Perspectives on Microsoft Project 2010 2
  • 3. In Tutorial Section 1.2 XP you will: you will: • Open and explore an existing project • Examine different project views d ff • Compare the Gantt Chart and Network  Diagram views • Use project time scale and calendar p j • Use Backstage view and Page Setup dialog box http://www.learningquotient.in http://www.learningquotient.in New Perspectives on Microsoft Project 2010 3
  • 4. Introduction to Project  XP Management • Project Management: process of initiating,  planning, executing, controlling, and closing a  planning executing controlling and closing a project • Project Goal is the desired outcome j l h d d – Should be short and simple, yet clearly  communicate scope, time frame, and budget. f b http://www.learningquotient.in http://www.learningquotient.in New Perspectives on Microsoft Project 2010 4
  • 5. Introduction to Project  XP Management, Cont. Management Cont • A Process Group is a series of steps to  complete in order move on to the next phase  complete in order move on to the next phase of a project. • There are 5 Process Groups in Project  h Management http://www.learningquotient.in http://www.learningquotient.in New Perspectives on Microsoft Project 2010 5
  • 6. Project Management Process  XP Groups http://www.learningquotient.in http://www.learningquotient.in New Perspectives on Microsoft Project 2010 6
  • 7. Initiating XP • Setting the project goal  • Identifying start or finish dates  d f f hd • Identifying the project manager • Identifying project budget and quality  considerations http://www.learningquotient.in http://www.learningquotient.in New Perspectives on Microsoft Project 2010 7
  • 8. Planning XP • Entering project information • Identifying project subdivisions and milestones d f bd d l • Documenting resources • Entering restrictions • Assigning Resources to tasks Assigning Resources to tasks http://www.learningquotient.in http://www.learningquotient.in New Perspectives on Microsoft Project 2010 8
  • 9. Executing XP • Producing work results • Requesting changes h • Recommending improvements • Creating project records, reports, and  p presentations http://www.learningquotient.in http://www.learningquotient.in New Perspectives on Microsoft Project 2010 9
  • 10. Controlling XP • Updating project  • Managing resources and tasks d k • Meet management timing, resource, and cost  objectives • Changing project g gp j http://www.learningquotient.in http://www.learningquotient.in New Perspectives on Microsoft Project 2010 10
  • 11. Closing XP • Entering final status of finished project • Printing final reports f l • Review and analyze performance of the  project http://www.learningquotient.in New Perspectives on Microsoft Project 2010 11
  • 12. Project Management Terminology XP • Understanding key project terminology is  fundamental to your success as a project  fundamental to your success as a project manager: –T k Task –P j M Project Manager – Duration – Scope – Start and Finish Dates – Quality – Predecessor and  – Risk Successor S – Resources http://www.learningquotient.in New Perspectives on Microsoft Project 2010 12
  • 13. Benefits of Project Management XP • Better understanding of overall project goals • Better understanding of alignment with  d d f l h business objectives • More organized and streamlined way to  manage a project • More accurate and reliable project status  information • More efficient use of project resources http://www.learningquotient.in New Perspectives on Microsoft Project 2010 13
  • 14. Benefits of Project Management, XP Cont. Cont • Better communication • Faster response to conflicting project goals fl l • Greater awareness of project progress • Faster project completion • Lower project costs Lower project costs • Fewer project failures http://www.learningquotient.in New Perspectives on Microsoft Project 2010 14
  • 15. How Project 2010 Supports  XP Successful Project Management Successful Project Management • MS Project 2010 http://www.learningquotient.in New Perspectives on Microsoft Project 2010 15
  • 16. Chart and Diagram Tools XP • The Gantt Chart and Network Diagram are two  important project management tools within  important project management tools within Project 2010. • The Gantt Chart provides a graphical  h h d h l visualization of the project. – Tasks are shown as horizontal bars – Illustrates task dependencies http://www.learningquotient.in New Perspectives on Microsoft Project 2010 16
  • 17. Basic Gantt Chart XP http://www.learningquotient.in New Perspectives on Microsoft Project 2010 17
  • 18. Chart and Diagram Tools, Cont. XP • The Network Diagram’s primary purpose is to  show the critical path of the project. show the critical path of the project – Tasks are displayed as boxes, called nodes. – Dependent tasks are linked together via link lines. d k l k d h l kl – The critical path is the series of tasks that dictates  the earliest calculated project finish date. th li t l l t d j t fi i h d t http://www.learningquotient.in New Perspectives on Microsoft Project 2010 18
  • 19. Basic Network Diagram XP http://www.learningquotient.in New Perspectives on Microsoft Project 2010 19
  • 20. Getting Started with Project 2010 XP • Starting Project 2010 • View Bar • Entry Table • Gantt Chart • Timeline • Timescale –AA major scale (the upper scale) j l (th l ) – A minor scale (the lower scale) http://www.learningquotient.in New Perspectives on Microsoft Project 2010 20
  • 21. Microsoft Project Window XP http://www.learningquotient.in New Perspectives on Microsoft Project 2010 21
  • 22. View Bar and View Tab XP http://www.learningquotient.in New Perspectives on Microsoft Project 2010 22
  • 23. Entry Table XP http://www.learningquotient.in New Perspectives on Microsoft Project 2010 23
  • 24. Gantt Chart and Split Bar XP http://www.learningquotient.in New Perspectives on Microsoft Project 2010 24
  • 25. The Timeline XP http://www.learningquotient.in New Perspectives on Microsoft Project 2010 25
  • 26. The Timescale XP http://www.learningquotient.in New Perspectives on Microsoft Project 2010 26
  • 27. Getting Started with Project 2010,  XP Cont. Cont • Current Date • Working Days and Nonworking Days k d k • Setting Automatic Scheduling • Setting Project Start and Finish Dates • Entering Tasks Entering Tasks • Saving a Project • Closing a Project l i j • Opening an Existing Project • Saving a Project with a new name http://www.learningquotient.in New Perspectives on Microsoft Project 2010 27
  • 28. Setting the Scheduling Mode XP http://www.learningquotient.in New Perspectives on Microsoft Project 2010 28
  • 29. Setting Project Start and Finish  XP Dates http://www.learningquotient.in New Perspectives on Microsoft Project 2010 29
  • 30. Changing the Current Date XP http://www.learningquotient.in New Perspectives on Microsoft Project 2010 30
  • 31. Entering Tasks XP http://www.learningquotient.in New Perspectives on Microsoft Project 2010 31
  • 32. Two Tasks Entered XP http://www.learningquotient.in New Perspectives on Microsoft Project 2010 32
  • 33. Saving a Project XP http://www.learningquotient.in New Perspectives on Microsoft Project 2010 33
  • 34. Working in Different Views XP • Chart or Graphic: representation of data using  bars, boxes, lines, and images bars boxes lines and images • Sheet: A spreadsheet‐like representation of  data in rows and columns d d l • Form: view of many pieces of information to  focus on the details of one task • Combination: view of many tasks at the top of  y p the screen, view of task details below. http://www.learningquotient.in New Perspectives on Microsoft Project 2010 34
  • 35. Common Project Views (Task  XP Views) http://www.learningquotient.in New Perspectives on Microsoft Project 2010 35
  • 36. Common Views XP • Gantt Chart View • Network Diagram View k • Calendar View • Task Information Dialog Box • Notes Tab, Notes Indicator Notes Tab Notes Indicator • Relationship View http://www.learningquotient.in New Perspectives on Microsoft Project 2010 36
  • 37. Network Diagram View XP http://www.learningquotient.in New Perspectives on Microsoft Project 2010 37
  • 38. Calendar view XP http://www.learningquotient.in New Perspectives on Microsoft Project 2010 38
  • 39. Task Information Dialog Box XP http://www.learningquotient.in New Perspectives on Microsoft Project 2010 39
  • 40. Notes Tab XP http://www.learningquotient.in New Perspectives on Microsoft Project 2010 40
  • 41. Notes Indicators XP http://www.learningquotient.in New Perspectives on Microsoft Project 2010 41
  • 42. Relationship Diagram View XP http://www.learningquotient.in New Perspectives on Microsoft Project 2010 42
  • 43. Common Views, Cont. XP • Entry Table • Schedule Table h d l bl • Split View • Zooming in and Out • Timescale Dialog Box Timescale Dialog Box • Changing the timescale http://www.learningquotient.in New Perspectives on Microsoft Project 2010 43
  • 44. Entry Table XP http://www.learningquotient.in New Perspectives on Microsoft Project 2010 44
  • 45. Schedule Table XP http://www.learningquotient.in New Perspectives on Microsoft Project 2010 45
  • 46. Split View XP http://www.learningquotient.in New Perspectives on Microsoft Project 2010 46
  • 47. Zooming In and Out XP http://www.learningquotient.in New Perspectives on Microsoft Project 2010 47
  • 48. Timescale Dialog Box XP http://www.learningquotient.in New Perspectives on Microsoft Project 2010 48
  • 49. Changing the Timescale XP http://www.learningquotient.in New Perspectives on Microsoft Project 2010 49
  • 50. Successful Printing XP • The key aspects of successful printing: –ZZooming to an acceptable magnification level i bl ifi i l l – Print previewing your work – Using the page setup dialog box to make changes http://www.learningquotient.in New Perspectives on Microsoft Project 2010 50
  • 51. Gantt Chart in Print Preview XP http://www.learningquotient.in New Perspectives on Microsoft Project 2010 51
  • 52. Page Setup XP http://www.learningquotient.in New Perspectives on Microsoft Project 2010 52