8 Steps To Microsoft Project Success

September 25, 2009 10:00 AM – 11:00 AM (PDT)

8 Steps to Microsoft Project Success

Dux Raymond Sy, PMP

Presentation Objectives

  Learn how to leverage Microsoft Project by properly:   Defining project schedule

  Utilizing relevant project calendar

  Identifying tasks and dependencies

  Entering task estimates based on duration, work or resource

  Outlining resource availability and task assignments

  Tracking project actuals against project baseline information

  Creating reports for stakeholders

Dux Raymond Sy, PMP

  Managing Partner, Innovative-E, Inc.

  Author, “SharePoint for Project Management” by O’Reilly Media

  Contract Author & Instructor, Learning Tree International

  For more information, connect with Dux

  E-Mail: dux.sy@innovative-e.com

  LinkedIn: meetdux.com/li

  Blog: meetdux.com

  Twitter: twitter.com/meetdux

Agenda

  Microsoft Project is a Tool, Remember?

  8 Steps to Microsoft Project Success

  Questions and Answers

Let’s Get Priorities in Order

  For my dream house   I will buy a piece of land

  Then buy drywall, tools, etc. at the hardware store

  Start building

  Realize that Microsoft Project is a project management tool   Initial planning is needed prior

to using the tool

  Project Charter

  High-level Scope

  Work Breakdown Structure (WBS)

What is Microsoft Project?

  A project management tool that supports   Project Schedule Development and Management

  Planning

  Tracking

  Resource Management

  Project Reporting

  It assumes that you are familiar with a project management process

What Do I Need to Get Started?

  Hopefully at this point, the initial Work Breakdown Structure (WBS) is created by the project team

  A WBS is a deliverable based grouping of project tasks   An effective way to define and organize all of the work

required to complete a project

WBS Example

Learn about effective project planning: http://go.meetdux.com/v3qx

Key Steps in Utilizing Microsoft Project

1.  Define project scheduling

2.  Enter tasks

3.  Enter task durations or work effort

4.  Link tasks

5.  Assign resources and costs

6.  Review and baseline project plan

7.  Track progress

8.  Generate relevant reports

Agenda

  Microsoft Project is a Tool, Remember?

  8 Steps to Microsoft Project Success

  Questions and Answers

1. Define project scheduling

  Microsoft Project has to know how to schedule the project   Do you know the project Start Date or End Date ?

  Go to Project > Project Information

2. Enter Tasks

  Enter tasks in the Gantt View

  Go to View > Gantt View

3. Enter Task Durations or Work Effort

  Enter the task estimates you’ve gathered   Duration

  Work

  Time Units   Months (mo)

  Weeks (w)

  Day (d)

  Minutes (mi)

4. Link Tasks

  Tasks can be linked multiple ways   Gantt View

  Network Diagram View

Learn about task dependencies: http://go.meetdux.com/kr6t

5. Assign Resources and Costs

  Define Resource Pool   Go to View > Resource Sheet

  Assign Resources to Tasks

Assigning Multiple Resources

  By default, Microsoft Project will update duration if resources are added or removed from a task

Entering Task Costs

  View > Table: Entry > Cost

6. Review and Baseline Project Plan

  Tools > Tracking > Set Baseline

7. Track Progress

  What are you tracking?   Schedule

  Budget

  Change

  Project tracking entails

Tracking Tools

 View > Toolbars > Tracking

 View > Table:Entry > Tracking

8. Generate Relevant Reports

Agenda

  Microsoft Project is a Tool, Remember?

  8 Steps to Microsoft Project Success

  Questions and Answers

Questions?

E-Mail: dux.sy@innovative-e.com

LinkedIn: meetdux.com/li

Blog: meetdux.com

Twitter: twitter.com/meetdux

How did you like the presentation? http://sp.meetdux.com/post_feedback.aspx

Thank You!